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

16.04%

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

9.00 vs 46.66

Fund Vs 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 30, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-1.02	-1.93	1.69	-0.39	7.86	18.52	23.36	NA	16.04
Category Average (%)	-0.92	-1.56	2.64	-0.55	3.02	15.99	16.14	NA	15.18
Rank within Category	22	155	144	115	81	55	26	NA	87

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(IDCW Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Axis ELSS Tax Saver Fund	25.84	35,084	-1.00	-2.10	1.90	-1.38	-4.76	4.08	0.59	1.50	6.11	1.53
SBI ELSS Tax Saver Fund	91.31	32,327	-0.22	-0.27	5.15	1.48	6.02	19.33	16.65	7.60	9.34	1.57
Mirae Asset ELSS Tax Saver Fund	26.74	27,271	-0.68	-0.83	4.83	2.62	0.55	7.88	7.60	10.32	10.32	1.54
DSP ELSS Tax Saver Fund	24.05	17,570	-0.66	-0.56	2.31	-3.64	-3.44	8.30	8.01	4.94	4.74	1.61
HDFC ELSS Tax Saver Fund	77.21	17,241	-0.61	-1.31	2.51	1.35	-1.06	9.33	9.74	2.46	7.16	1.70
Aditya Birla Sun Life ELSS Tax Saver Fund	202.24	15,691	-0.91	-1.63	3.28	0.84	0.95	7.59	5.48	4.05	12.91	1.68
Nippon India ELSS Tax Saver Fund	35.91	15,519	-0.99	-1.95	2.03	-0.36	-2.40	9.96	14.38	5.93	6.51	1.70
ICICI Prudential ELSS Tax Saver Fund	23.22	14,957	-0.90	-4.68	-0.68	-4.37	-3.37	2.89	3.20	-0.22	3.24	1.71
Quant ELSS Tax Saver Fund	52.06	12,514	-0.70	-1.64	3.18	0.72	6.23	14.82	22.18	15.28	6.62	1.66
Canara Robeco ELSS Tax Saver Fund	48.94	9,118	-0.93	-3.91	0.29	-2.67	-0.65	10.04	10.10	7.48	4.96	1.69

View All

Dec 30, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,210 (+4.20%)

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 Regular)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Sundaram Services Fund	Equity - Sectoral/Thematic	22.94	4,769	1.89	11.66
Sundaram Small Cap Fund	Equity - Small Cap	32.76	3,450	-6.80	11.75
Sundaram Multi Asset Allocation Fund	Hybrid - Multi Asset Allocation	13.24	3,015	18.59	NA
Sundaram Financial Services Opportunities Fund	Equity - Sectoral/Thematic	31.50	1,666	7.77	8.90
Sundaram Value Fund	Equity - Value	17.40	1,484	4.55	7.95
Sundaram Equity Savings Fund (Qtr Div)	Hybrid - Equity Savings	17.12	1,201	1.11	6.62
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	10.44	996	NA	NA
Sundaram NIFTY 100 Equal Weight Fund	Others - Index Funds/ETFs	78.34	132	-0.02	10.03
Sundaram Long Term Micro Cap Tax Advantage Fund - Series III	Equity - ELSS	28.67	76	-0.04	23.51
Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI	Equity - ELSS	25.45	36	-0.01	25.22

View All

Dec 30, 2025

Top Performing Related Funds

Scheme Name(IDCW Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Sundaram Mid Cap Fund	65.78	13,345	-1.08	-1.68	3.99	-4.93	-3.68	15.35	14.01	7.13	8.37	1.72
Sundaram Large and Mid Cap Fund	29.46	7,047	-0.90	-1.71	-3.55	-4.91	-4.47	8.01	8.89	5.69	5.90	1.81
Sundaram Services Fund	22.94	4,769	-0.92	-7.83	-2.94	-7.02	1.89	10.04	11.66	NA	12.10	1.86
Sundaram Small Cap Fund	32.76	3,450	-1.10	-2.63	0.67	-8.49	-6.80	11.35	11.75	4.19	5.85	1.93
Sundaram Large Cap Fund	15.64	3,394	-0.64	-1.06	-3.22	-6.45	-9.76	4.12	6.16	NA	8.94	1.91
Sundaram Multi Asset Allocation Fund	13.24	3,015	-1.23	-0.12	5.48	7.82	18.59	NA	NA	NA	15.75	1.83