How to Invest in Sundaram ELSS Tax Saver Fund - Direct (G) Direct Growth?

Sundaram ELSS Tax Saver Fund - Direct (G) is a popular fund in the ELSS - Tax Saver Fund segment. The fund has generated a return of 14.09% since inception. Looking to invest in Sundaram ELSS Tax Saver Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock ! Investing in Sundaram ELSS Tax Saver Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin: Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO. In the ‘Menu’ section, under ‘Products’ , select ‘Mutual Funds’ . In the search bar, enter the fund name, in this case, Sundaram ELSS Tax Saver Fund - Direct (G) On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus. If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete. If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility. So, why wait? Invest in Sundaram ELSS Tax Saver Fund - Direct (G) today and reap the benefits of this ELSS - Tax Saver Fund fund!

How much returns has Sundaram ELSS Tax Saver Fund - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, Sundaram ELSS Tax Saver Fund - Direct (G) has generated annualised return of -3.23%. In the long-term, the fund has generated 9.66% and 8.28% in 3 and 5 years respectively. Since its inception, the fund has generated 14.09% returns.

What is the expense ratio of Sundaram ELSS Tax Saver Fund - Direct (G) Direct Growth?

The expense ratio of Sundaram ELSS Tax Saver Fund - Direct (G) Direct Growth is 1.78%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Sundaram ELSS Tax Saver Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of Sundaram ELSS Tax Saver Fund - Direct (G) is ₹1,193.64 (Cr) as of 2026-11-11 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Sundaram ELSS Tax Saver Fund - Direct (G) Direct Growth?

Redeeming or selling units of Sundaram ELSS Tax Saver Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load . To redeem from Sundaram ELSS Tax Saver Fund - Direct (G): Login to your m.Stock account In portfolio, your mutual fund investments will be visible under ‘MF’ Select the fund you wish to redeem from (in this case Sundaram ELSS Tax Saver Fund - Direct (G)). Click on ‘Redeem’ button You have 2 options – redeem by units and redeem by value (you can only redeem free units) Select units to be redeemed and click on submit. Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).

Can I invest in SIP and Lumpsum in Sundaram ELSS Tax Saver Fund - Direct (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Sundaram ELSS Tax Saver Fund - Direct (G). Minimum lumpsum investment Sundaram ELSS Tax Saver Fund - Direct (G) is ₹500 and minimum SIP amount is ₹500 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Sundaram ELSS Tax Saver Fund - Direct (G) Direct Growth?

The latest NAV ( Net Asset Value ) of Sundaram ELSS Tax Saver Fund - Direct (G) is Sundaram ELSS Tax Saver Fund - Direct (G) is ₹541.47 as on 2026-11-11.

Which are the biggest stock holdings of Sundaram ELSS Tax Saver Fund - Direct (G)?

The 5 biggest stock holdings of Sundaram ELSS Tax Saver Fund - Direct (G) are: ICICI Bank (6.83%), HDFC Bank (5.65%), Axis Bank (4.46%), Bharti Airtel (4.17%), Kotak Mah. Bank (3.67%)

What are the top sectors Sundaram ELSS Tax Saver Fund - Direct (G) invests in?

A majority of Sundaram ELSS Tax Saver Fund - Direct (G) 's AUM worth ₹1,193.64 (Cr) is invested in these 3 top sectors: Banks : 27.33% Automobiles : 5.65% Industrial Products : 5.19%

Sundaram ELSS Tax Saver Fund - Direct (G)

ELSS - Tax Saver Fund

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NAV
541.47(0.94%)
Fund Size (CR)
₹1,212.49
Expense Ratio
1.78
Scheme Type
Active Fund
Value Research
-

Min. investment
₹500
Minimum Additional Investment
₹500
Minimum SIP Investment
₹500
Minimum Withdrawal
₹1
Exit Load
0%
Return Since Launch
14.09%

There is no Asset Allocation data

Basic Details

Scheme Manager

S Bharath

Bench Mark

Nifty 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	November 2, 2026	10549.90	5.50%	-	5.28%	121/197
1 Month	October 9, 2026	10687.37	6.87%	-	5.20%	88/197
3 Month	August 7, 2026	9832.08	-1.68%	-	-1.58%	140/197
6 Month	May 8, 2026	10004.86	0.05%	-	2.42%	151/197
1 Year	November 7, 2025	9677.21	-3.23%	-3.23%	1.47%	186/197
3 Year	November 9, 2023	13191.37	31.91%	9.66%	11.92%	144/193
5 Year	November 9, 2021	14888.45	48.88%	8.28%	10.46%	155/183
Since Inception	January 2, 2013	62126.60	521.27%	14.09%	14.04%	99/197

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	December 1, 2025	1,20,000	122404.73	2.00%	2.00%
3 Year	December 1, 2023	3,60,000	378476.91	5.13%	1.68%
5 Year	December 1, 2021	6,00,000	742225.38	23.70%	4.35%
10 Year	December 1, 2016	12,00,000	2261310.80	88.44%	6.54%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

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Risk Ratios

4.17%

Standard Deviation

0.90%

Beta

0.20%

Sharpe Ratio

-0.06%

Treynor's Ratio

-1.70%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
ICICI Bank	6.83%	583500	81.57	Equity	Banks
HDFC Bank	5.65%	973000	67.41	Equity	Banks
Axis Bank	4.46%	437000	53.18	Equity	Banks
Bharti Airtel	4.17%	252000	49.74	Equity	Telecom-Service
Kotak Mah. Bank	3.67%	950000	43.85	Equity	Banks
SBI	3.64%	452000	43.48	Equity	Banks
Larsen & Toubro	3.63%	111828	43.30	Equity	Infrastructure Developers & Operators
Infosys	3.46%	348828	41.34	Equity	IT - Software
Reliance Industr	3.38%	346500	40.36	Equity	Refineries
Kirloskar Oil	2.95%	196140	35.23	Equity	Capital Goods-Non Electrical Equipment

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Sundaram ELSS Tax Saver Fund - Direct (G)	1212.49	6.87%	-1.68%	0.05%	-3.23%	9.66%
Quant ELSS Tax Saver Fund - Direct (G)	13103.36	6.76%	1.17%	7.58%	12.83%	15.59%
Quant ELSS Tax Saver Fund - Direct (IDCW)	13103.36	6.76%	1.17%	7.58%	12.83%	15.59%
Bank of India Midcap Tax Fund - Series 1 - Direct (G)	65.24	2.32%	1.00%	5.06%	9.20%	14.85%
Bank of India Midcap Tax Fund - Series 1 - Direct (IDCW)	65.24	2.32%	1.00%	5.06%	9.20%	14.85%
Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW)	4889.61	-0.11%	-1.43%	-0.28%	7.47%	19.17%

List of Schemes under Sundaram Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Sundaram Equity Savings Fund	Hybrid	Moderate	1.59%	0	₹908.24
Sundaram Multi Cap Fund	Equity	Very High	0.04%	2	₹2,806.48
Sundaram Dynamic Asset Allocation Fund	Hybrid	High	0.6%	3	₹1,576.42
Sundaram Mid Cap Fund	Equity	Very High	1.96%	4	₹13,453.00
Sundaram Infrastructure Advantage Fund	Equity	Very High	3.05%	2	₹885.94
Sundaram Dividend Yield Fund	Equity	Very High	-2.7%	0	₹751.20
Sundaram Large and Mid Cap Fund	Equity	Very High	3.86%	2	₹6,813.56
Sundaram Fin Serv Opportunities	Equity	Very High	3.02%	4	₹1,543.01
Sundaram Arbitrage Fund	Hybrid	Moderately Low	6.96%	2	₹576.63
Sundaram Ultra Short to Short Term Fund	Debt	Moderate	5.84%	5	₹381.77
Sundaram Services Fund	Equity	Very High	3.58%	0	₹4,930.93
Sundaram Flexi Cap Fund	Equity	Very High	-2.43%	3	₹1,805.58
Sundaram Business Cycle Fund	Equity	Very High	-0.14%	0	₹1,604.53
Sundaram Liquid Fund	Debt	Moderate	6.59%	4	₹7,135.10
Sundaram Focused Fund	Equity	Very High	4.05%	3	₹1,012.02
Sundaram Consumption Fund	Equity	Very High	-3.27%	2	₹1,384.55
Sundaram Value Fund	Equity	Very High	-4.77%	0	₹1,194.70
Sundaram Small Cap Fund	Equity	Very High	7.71%	3	₹3,862.20
Sundaram Overnight Fund	Debt	Low	5.24%	3	₹1,108.67
Sundaram Income Plus Arbitrage Active FoF	Other	Moderate	0%	0	₹55.59
Sundaram Large Cap Fund	Equity	Very High	1.67%	3	₹2,861.51
Sundaram Nifty 100 Equal Weight Fund	Other	Very High	4.39%	3	₹144.03
Sundaram Conservative Hybrid Fund	Hybrid	Moderate	0.57%	2	₹18.33
Sundaram Money Market Fund	Debt	Low	6.49%	3	₹1,300.40
Sundaram Multi Asset Allocation Fund	Hybrid	Very High	3.14%	0	₹3,127.27
Sundaram Multi-Factor Fund	Equity	Very High	-2.92%	0	₹769.56
Sundaram Ultra Short Term Fund	Debt	Moderately Low	6.52%	4	₹2,044.80
Sundaram Corporate Bond Fund	Debt	Moderately Low	4.18%	3	₹613.56
Sundaram Banking and PSU Debt Fund	Debt	Moderately Low	4.49%	3	₹256.07
Sundaram Aggressive Hybrid Fund	Hybrid	High	-0.84%	3	₹8,720.78
Sundaram Short Term Fund	Debt	Moderate	5.14%	3	₹189.58
Sundaram ELSS Tax Saver Fund	Equity	Very High	-3.23%	3	₹1,193.64
Sundaram Medium Term Fund	Debt	Moderate	3.21%	1	₹31.97
Sundaram Global Brand Theme - Equity Active FoF	Other	Very High	11.35%	0	₹167.10

News

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 July 2026 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.210
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.330
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Sundaram Mutual Fund it has been decided to Change in Monthly IDCW option of the schemes
Sundaram Mutual Fund it has been decided to Change in Monthly IDCW option of the scheme(s) of Sundaram Mutual Fund with effect from July 08, 2026
Change in IDCW Option Name:

Scheme Name Existing Option Proposed Option

Sundaram Arbitrage Fund Monthly IDCW IDCW

Sundaram Overnight Fund Monthly IDCW IDCW

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Scheme Name	Existing Option	Proposed Option
Sundaram Arbitrage Fund	Monthly IDCW	IDCW
Sundaram Overnight Fund	Monthly IDCW	IDCW

Fund House Details & Investment Objective

Date of Incorporation

January 1, 2013

Total AUM (Cr)

₹1193.64

Sundaram ELSS Tax Saver Fund - Direct (G) is an ELSS - Tax Saver Fund-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in January 1, 2013, this fund is managed by S Bharath. With assets under management (AUM) worth ₹1,193.64 (Cr), as of November 11, 2026, Sundaram ELSS Tax Saver Fund - Direct (G) is categorized as a ELSS - Tax Saver Fund within its segment. The fund has generated a return of 14.09% since its launch.
The current NAV of Sundaram ELSS Tax Saver Fund - Direct (G) is ₹541.47, as on November 11, 2026. The fund's benchmark index is Nifty 500 TRI. You can invest in Sundaram ELSS Tax Saver Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated 9.66% and 8.28% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 98.64% in Equity, 1.45% in Debt and -0.09% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 27.33% in Banks, 5.65% in Automobiles, 5.19% in Industrial Products, 4.99% in IT-Software, 4.53% in Construction

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Access debt markets and enjoy interest income from bonds and debentures. Ideal for conservative short-term investors

Hybrid Funds

Enjoy best of both the worlds - equity and debt. Ideal for beginners with medium-term investment horizon

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Invest in large, mid, and small cap sector stocks to enjoy capital appreciation. Ideal for aggressive, long-term investors

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FAQs

Sundaram ELSS Tax Saver Fund - Direct (G) is a popular fund in the ELSS - Tax Saver Fund segment. The fund has generated a return of 14.09% since inception. Looking to invest in Sundaram ELSS Tax Saver Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram ELSS Tax Saver Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Sundaram ELSS Tax Saver Fund - Direct (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Sundaram ELSS Tax Saver Fund - Direct (G) today and reap the benefits of this ELSS - Tax Saver Fund fund!

Redeeming or selling units of Sundaram ELSS Tax Saver Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Sundaram ELSS Tax Saver Fund - Direct (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Sundaram ELSS Tax Saver Fund - Direct (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).

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