Sundaram Tax Savings - Regular Plan - Growth
Medium
Risk
Equity
Elss Fund
+
18.11
%
18.11
%
3Y annualised
+
0.56
%
0.56
%
1D
1M
6M
1Y
3Y
All
Fund size
1187
NAV:
Mar 7, 2024
442.034
Sector
Tech
Type
Equity
Launched
Mar 1996
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Bank Ltd
7.47
%
Reliance Industries Ltd
6.59
%
ICICI Bank Ltd
5.73
%
Infosys Ltd
4.38
%
Axis Bank Ltd
2.80
%
Sun Pharmaceuticals Industries Ltd
2.78
%
State Bank of India
2.4
%
Tata Motors Ltd
2.15
%
Larsen & Toubro Ltd
2.02
%
Avenue Supermarts Ltd
1.98
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Tax Savings - Regular Plan - Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
