Scheme Information
Sundaram ELSS Tax Saver Reg HY IDCW-P
as of 24 May 2026, 16:08 PM
SIP Calculator
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Scheme Ratings
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial Services | E | 6.89% |
| ICICI Bank Ltd | Financial Services | E | 5.76% |
| Reliance Industries Ltd | Energy | E | 4.37% |
| Axis Bank Ltd | Financial Services | E | 4.28% |
| Bharti Airtel Ltd | Communication Services | E | 3.92% |
| State Bank of India | Financial Services | E | 3.87% |
| Larsen & Toubro Ltd | Industrials | E | 3.46% |
| Infosys Ltd | Technology | E | 3.18% |
| Kotak Mahindra Bank Ltd | Financial Services | E | 2.81% |
| Kirloskar Oil Engines Ltd | Industrials | E | 2.57% |
| UltraTech Cement Ltd | Basic Materials | E | 2.41% |
| Mahindra & Mahindra Ltd | Consumer Cyclical | E | 2.18% |
| Force Motors Ltd | Consumer Cyclical | E | 2.15% |
| ITC Ltd | Consumer Defensive | E | 2.10% |
| NTPC Ltd | Utilities | E | 1.93% |
| Oil & Natural Gas Corp Ltd | Energy | E | 1.82% |
| Union Bank of India | Financial Services | E | 1.79% |
| Cummins India Ltd | Industrials | E | 1.75% |
| Cipla Ltd | Healthcare | E | 1.71% |
| IndusInd Bank Ltd | Financial Services | E | 1.70% |
| Eternal Ltd | Consumer Cyclical | E | 1.49% |
| Elecon Engineering Co Ltd | Industrials | E | 1.48% |
| Alkem Laboratories Ltd | Healthcare | E | 1.42% |
| GAIL (India) Ltd | Utilities | E | 1.33% |
| Delhivery Ltd | Industrials | E | 1.32% |
| United Spirits Ltd | Consumer Defensive | E | 1.30% |
| PB Fintech Ltd | Financial Services | E | 1.29% |
| Tata Consultancy Services Ltd | Technology | E | 1.28% |
| Devyani International Ltd | Consumer Cyclical | E | 1.23% |
| HCL Technologies Ltd | Technology | E | 1.22% |
| Whirlpool of India Ltd | Consumer Cyclical | E | 1.16% |
| Ambuja Cements Ltd | Basic Materials | E | 1.16% |
| Emami Ltd | Consumer Defensive | E | 1.16% |
| Hindustan Aeronautics Ltd Ordinary Shares | Industrials | E | 1.14% |
| Swiggy Ltd | Consumer Cyclical | E | 1.14% |
| InterGlobe Aviation Ltd | Industrials | E | 1.13% |
| JK Lakshmi Cement Ltd | Basic Materials | E | 1.09% |
| Jubilant Foodworks Ltd | Consumer Cyclical | E | 1.08% |
| Tata Motors Ltd | Consumer Cyclical | E | 1.06% |
| Indegene Ltd | Healthcare | E | 1.03% |
| Torrent Power Ltd | Utilities | E | 1.03% |
| Deepak Nitrite Ltd | Basic Materials | E | 0.94% |
| Affle 3i Ltd | Communication Services | E | 0.87% |
| Billionbrains Garage Ventures Ltd | Financial Services | E | 0.83% |
| Amber Enterprises India Ltd Ordinary Shares | Consumer Cyclical | E | 0.79% |
| LTM Ltd | Technology | E | 0.78% |
| Tata Steel Ltd | Basic Materials | E | 0.77% |
| Amara Raja Energy & Mobility Ltd | Industrials | E | 0.75% |
| Thermax Ltd | Industrials | E | 0.71% |
| Max Financial Services Ltd | Financial Services | E | 0.66% |
| Brigade Enterprises Ltd | Real Estate | E | 0.61% |
| Praj Industries Ltd | Industrials | E | 0.52% |
| Chennai Super Kings Ltd. | - | E | 0.04% |
| Virtual Dynamics Software Ltd. | - | E | 0% |
| Treps | - | CR | 5.72% |
| Cash And Other Net Current Assets | - | CA | 0.16% |
| Tech Mahindra Ltd | - | E | - |
| Varun Beverages Ltd | - | E | - |
| Metropolis Healthcare Ltd | - | E | - |
| Trent Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Equity
94.44%
Cash
5.56%
Equity sector allocation
Basic Materials
6.37%
Communication Services
4.79%
Consumer Cyclical
12.28%
Consumer Defensive
4.56%
Energy
6.19%
Financial Services
29.86%
Healthcare
4.16%
Industrials
14.82%
Real Estate
0.61%
Technology
6.46%
Utilities
4.3%
Others
5.6%
Fund House Contact Details
Asset Management Company
Funds in this Category
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
32.09%
63.78%
3Y Returns
+63.78%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.09%
63.78%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.09%
63.78%
3Y Returns
+45.98%
About Sundaram ELSS Tax Saver Reg HY IDCW-P
Investment Objective of the Scheme
Key Features of The Fund
5-year return
+10.74%
Fund Manager
Rohit Seksaria
Risk Profile
Very High Risk
Expense Ratio
2.23%
Fund Size
₹1296.13 Cr
FAQ's
What has been the returns generated by Sundaram ELSS Tax Saver Reg HY IDCW-P over different time periods?
What is the expense ratio of Sundaram ELSS Tax Saver Reg HY IDCW-P?
What is the AUM (Assets Under Management) of Sundaram ELSS Tax Saver Reg HY IDCW-P?
What are the top stock holdings of Sundaram ELSS Tax Saver Reg HY IDCW-P?
The Sundaram ELSS Tax Saver Reg HY IDCW-P has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| HDFC Bank Ltd | 6.89% |
| ICICI Bank Ltd | 5.76% |
| Reliance Industries Ltd | 4.37% |
| Axis Bank Ltd | 4.28% |
| Bharti Airtel Ltd | 3.92% |
| State Bank of India | 3.87% |
| Larsen & Toubro Ltd | 3.46% |
| Infosys Ltd | 3.18% |
| Kotak Mahindra Bank Ltd | 2.81% |
| Kirloskar Oil Engines Ltd | 2.57% |
| UltraTech Cement Ltd | 2.41% |
| Mahindra & Mahindra Ltd | 2.18% |
| Force Motors Ltd | 2.15% |
| ITC Ltd | 2.10% |
| NTPC Ltd | 1.93% |
| Oil & Natural Gas Corp Ltd | 1.82% |
| Union Bank of India | 1.79% |
| Cummins India Ltd | 1.75% |
| Cipla Ltd | 1.71% |
| IndusInd Bank Ltd | 1.70% |
| Eternal Ltd | 1.49% |
| Elecon Engineering Co Ltd | 1.48% |
| Alkem Laboratories Ltd | 1.42% |
| GAIL (India) Ltd | 1.33% |
| Delhivery Ltd | 1.32% |
| United Spirits Ltd | 1.30% |
| PB Fintech Ltd | 1.29% |
| Tata Consultancy Services Ltd | 1.28% |
| Devyani International Ltd | 1.23% |
| HCL Technologies Ltd | 1.22% |
| Whirlpool of India Ltd | 1.16% |
| Ambuja Cements Ltd | 1.16% |
| Emami Ltd | 1.16% |
| Hindustan Aeronautics Ltd Ordinary Shares | 1.14% |
| Swiggy Ltd | 1.14% |
| InterGlobe Aviation Ltd | 1.13% |
| JK Lakshmi Cement Ltd | 1.09% |
| Jubilant Foodworks Ltd | 1.08% |
| Tata Motors Ltd | 1.06% |
| Indegene Ltd | 1.03% |
| Torrent Power Ltd | 1.03% |
| Deepak Nitrite Ltd | 0.94% |
| Affle 3i Ltd | 0.87% |
| Billionbrains Garage Ventures Ltd | 0.83% |
| Amber Enterprises India Ltd Ordinary Shares | 0.79% |
| LTM Ltd | 0.78% |
| Tata Steel Ltd | 0.77% |
| Amara Raja Energy & Mobility Ltd | 0.75% |
| Thermax Ltd | 0.71% |
| Max Financial Services Ltd | 0.66% |
| Brigade Enterprises Ltd | 0.61% |
| Praj Industries Ltd | 0.52% |
| Chennai Super Kings Ltd. | 0.04% |
| Virtual Dynamics Software Ltd. | 0.00% |
| Treps | 5.72% |
| Cash And Other Net Current Assets | 0.16% |
| Tech Mahindra Ltd | - |
| Varun Beverages Ltd | - |
| Metropolis Healthcare Ltd | - |
| Trent Ltd | - |
In which sectors has Sundaram ELSS Tax Saver Reg HY IDCW-P invested in?
The Sundaram ELSS Tax Saver Reg HY IDCW-P has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 6.37% |
| Communication Services | 4.79% |
| Consumer Cyclical | 12.28% |
| Consumer Defensive | 4.56% |
| Energy | 6.19% |
| Financial Services | 29.86% |
| Healthcare | 4.16% |
| Industrials | 14.82% |
| Real Estate | 0.61% |
| Technology | 6.46% |
| Utilities | 4.30% |
What is the risk level of Sundaram ELSS Tax Saver Reg HY IDCW-P?
Who are the fund managers of Sundaram ELSS Tax Saver Reg HY IDCW-P?
Is there a minimum SIP amount to invest in Sundaram ELSS Tax Saver Reg HY IDCW-P?
Can I invest in Sundaram ELSS Tax Saver Reg HY IDCW-P both in SIP and lump sum?
How to invest in Sundaram ELSS Tax Saver Reg HY IDCW-P?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram ELSS Tax Saver Reg HY IDCW-P:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Sundaram ELSS Tax Saver Reg HY IDCW-P.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Sundaram ELSS Tax Saver Reg HY IDCW-P?
The exit load of Sundaram ELSS Tax Saver Reg HY IDCW-P is as follows:
Exit load of 0.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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