Investment Objective - The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.

Fund House

Sundaram Mutual Fund

Return Since Launch

16.57%

Launch Date

Mar 27, 2018

Type

Closed Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

12.01

Category Avg

Beta

0.91

Category Avg

Sharpe Ratio

0.83

Category Avg

Portfolio Turnover Ratio

46.66

Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
Aster DM Healthcare Ltd.	6.30	Pharmaceuticals and health care	Equity
Safari Industries (India) Ltd.	6.09	Packaging	Equity
Affle 3I Ltd.	4.85	Service	Equity
TVS Holdings Ltd.	4.46	Automobiles	Equity
Ujjivan Small Finance Bank Ltd.	4.32	Banks	Equity
CSB Bank Ltd.	4.08	Banks	Equity
KSB Ltd.	3.74	Engineering	Equity
KEI Industries Ltd.	3.66	Cables	Equity
Sapphire Foods India Ltd.	3.32	Hospitality	Equity
Procter & Gamble Health Ltd.	3.15	Pharmaceuticals and health care	Equity

View All

Dec 24, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	2.70	-0.51	0.69	2.81	9.60	20.90	24.39	NA	16.57
Category Average (%)	1.48	0.21	1.52	2.56	3.77	17.12	16.65	NA	15.37
Rank within Category	13	193	160	121	85	45	25	NA	78

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Axis ELSS Tax Saver Fund	55.89	35,084	1.28	-0.01	0.81	1.95	-3.01	7.93	4.14	7.67	14.17	0.81
SBI ELSS Tax Saver Fund	121.15	32,327	1.21	0.89	3.70	3.93	6.48	21.35	17.76	8.37	21.18	0.92
Mirae Asset ELSS Tax Saver Fund	31.81	27,271	1.59	0.82	3.86	5.83	1.46	10.03	9.32	NA	12.27	0.56
DSP ELSS Tax Saver Fund	96.88	17,570	1.29	1.33	3.68	3.16	5.49	18.68	17.34	15.46	19.12	0.66
HDFC ELSS Tax Saver Fund	105.51	17,241	0.85	-0.09	1.16	3.64	2.65	13.47	13.67	5.52	19.89	1.08
Aditya Birla Sun Life ELSS Tax Saver Fund	468.01	15,691	0.57	0.53	2.38	4.56	6.79	15.43	11.47	11.91	34.48	0.95
Nippon India ELSS Tax Saver Fund	48.63	15,519	1.40	0.12	1.39	2.93	-0.62	13.19	16.45	7.53	12.95	1.02
ICICI Prudential ELSS Tax Saver Fund	47.50	14,957	1.19	-1.53	-0.17	1.41	3.76	10.52	9.92	5.15	12.75	1.08
Quant ELSS Tax Saver Fund	56.56	12,514	0.99	0.81	2.33	5.03	8.46	18.31	24.43	16.20	14.29	0.66
Canara Robeco ELSS Tax Saver Fund	80.43	9,118	1.67	-1.82	-0.35	0.69	1.08	12.41	12.08	10.12	17.42	0.54

View All

Dec 24, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,250 (+5.00%)

Fund Manager

Rohit Seksaria

Dwijendra Srivastava

Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

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Here is the list of funds managed by Rohit Seksaria

Scheme Name(IDCW Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Sundaram Services Fund	Equity - Sectoral/Thematic	25.23	4,769	4.44	13.73
Sundaram Small Cap Fund	Equity - Small Cap	37.87	3,450	-5.27	14.06
Sundaram Multi Asset Allocation Fund	Hybrid - Multi Asset Allocation	13.81	3,015	21.80	NA
Sundaram Financial Services Opportunities Fund	Equity - Sectoral/Thematic	36.51	1,666	9.28	11.05
Sundaram Value Fund	Equity - Value	21.28	1,484	5.65	9.09
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	10.61	996	NA	NA
Sundaram NIFTY 100 Equal Weight Fund	Others - Index Funds/ETFs	83.16	132	1.01	10.98
Sundaram Long Term Micro Cap Tax Advantage Fund - Series III	Equity - ELSS	30.01	76	0.87	24.66
Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI	Equity - ELSS	27.12	36	1.06	26.36
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV	Equity - ELSS	28.21	36	1.46	25.17

View All

Dec 24, 2025

Top Performing Related Funds

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Sundaram Mid Cap Fund	73.92	13,345	1.98	0.87	3.47	-1.76	-1.59	17.83	15.61	8.24	16.66	0.90
Sundaram Large and Mid Cap Fund	34.33	7,047	1.57	0.50	-4.12	-1.58	-2.51	10.49	10.66	7.15	9.97	0.77
Sundaram Services Fund	25.23	4,769	1.74	-6.18	-3.73	-3.26	4.44	12.36	13.73	NA	13.61	0.72
Sundaram Small Cap Fund	37.87	3,450	1.80	-0.67	-0.72	-4.44	-5.27	14.43	14.06	5.47	10.80	0.85
Sundaram Large Cap Fund	17.02	3,394	0.87	0.22	-3.79	-3.93	-8.09	6.43	8.22	NA	10.76	0.64
Sundaram Multi Asset Allocation Fund	13.81	3,015	1.54	2.64	6.43	10.83	21.80	NA	NA	NA	18.49	0.36