Sundaram ELSS Tax Saver Fund

Formerly known as Sundaram Tax Savings Fund

An open-ended equity linked saving scheme with a statutory lock-in of 3 years and tax benefit

About This Fund

Diversified equity fund that invests in fundamentally strong companies across market capitalization.
Can outperform over market cycles owing to its multi-cap investment flexibility
Fund with 3-year lock-in that provides tax deduction under section 80C of the Income Tax Act, 1961

NAV as on

Returns since inception as on

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

Diversified equity fund that invests in fundamentally strong companies across market capitalization.
Can outperform over market cycles owing to its multi-cap investment flexibility
Fund with 3-year lock-in that provides tax deduction under section 80C of the Income Tax Act, 1961

Ideal For

To create long term wealth through investment in equity and related securities across the cap curve
Long term capital growth with a three-year lock-in
Investment in equity & equity related securities including equity derivatives of companies across market capitalization

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment objective

To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors. The scheme aims at providing returns through capital appreciation.

Benchmark Index

Tier I:

Month End AuM

₹ Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

IDCW: Payout, Sweep/Transfer

Special Facitilities

SWP/SIP/STP

Minimum Investment Amount

₹ 500

Entry Load

Not Applicable

Exit Load

Nil

Period	Performance			₹ Invested
Period	Fund (%)	TIER I (%)	Addl. Benchmark (%)	Fund (₹)	TIER I (₹)	Addl. Benchmark (₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

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Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio

Fact-Sheet

One-Sheeter

Scheme Information Document

Key Information Memorandum

Statement of Additional Information