Get access to more insightful information
By signing up to Upstox today
Sundaram Value Fund Direct growth
Equity • ELSS (Tax Savings) • Direct growth
Tax benefits
80C tax exemptions
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
ELSS (Tax Savings)
Direct growth
Launched On
01 Jan 2013
12.7 years ago
Lock-in Period
3 years
NAV
as of 15 Sep 2025
₹235.24
-0.0084% (0.00)
AUM
₹1,489 Cr
Expense ratio
1.68%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Financial Services
Consumer Cyclical
Consumer Defensive
Industrials
Basic Materials
Fund House
Sundaram
Inc: 31 Mar 1996 • Total AUM: ₹61,481 Cr • Rank #21Sundaram Mutual Fund, started in 1996, has Sundaram Finance Limited as its sponsors. The fund house is headed by Sunil Subramaniam as the CEO. As of 31 March 2024, it has an AUM of ₹70,065 Cr. The company has around 35 lakh clients.
Fund Managers
Rohit Seksaria
Experience: 7.71 yrs • Total AUM: 1,26,205 Cr
Bharath Subramanian
Experience: yrs • Total AUM: 14,440 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
DSP ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
19.35%
Expense ratio
0.69%
Returns vs category
Risk vs category
Mirae Asset ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
17.23%
Expense ratio
0.59%
Returns vs category
Risk vs category
ICICI Prudential ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
16.72%
Expense ratio
1.09%
Returns vs category
Risk vs category
Kotak ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
16.42%
Expense ratio
0.62%
Returns vs category
Risk vs category
Bandhan ELSS Tax saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
15.94%
Expense ratio
0.65%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.