NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹396.83
-3.13%
NAV as on 16 Jan 25, 12:00 AM
very high risk
elss (tax savings)
elss
NAV as on 16 Jan 25, 12:00 AM
very high risk
elss (tax savings)
elss
16.22%p.a.
Last 1Y
15.00%p.a.
Last 3Y
18.57%p.a.
Last 5Y
13.25%p.a.
Since Inception
About Sundaram ELSS Tax Saver Fund Plan - Half Yearly Payout of Income Distribution cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Sundaram ELSS Tax Saver Fund Plan - Half Yearly Payout of Income Distribution cum Cap Wdrl scheme from Sundaram Asset Management Company Ltd. It is a ELSS (Tax Savings) mutual fund scheme that predominantly invests in ELSS (Tax Savings) stocks of companies. Launched on Sep 2017, Sundaram ELSS Tax Saver Fund Plan - Half Yearly Payout of Income Distribution cum Cap Wdrl is ELSS (Tax Savings) fund of its category with 1,355.89 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category ELSS (Tax Savings) funds.
- Sundaram ELSS Tax Saver Fund Plan - Half Yearly Payout of Income Distribution cum Cap Wdrl delivered 16.2% annual returns during the last year. It has delivered 13.3% average annual returns since the fund was launched.
- Sundaram ELSS Tax Saver Fund Plan - Half Yearly Payout of Income Distribution cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in elss
Fund 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.
Top 10 Holdings
HDFC Bank Ltd
7.92%
ICICI Bank Ltd
7.07%
Infosys Ltd
4.19%
Reliance Industries Ltd
4.14%
Larsen & Toubro Ltd
3.16%
State Bank of India
2.75%
Sun Pharmaceuticals Industries Ltd
2.63%
Axis Bank Ltd
2.61%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
2.54%
UltraTech Cement Ltd
2.23%
Fund Managers
- Sudhir Kedia (Oct 2019 - Present)
- Rohit Seksaria (Jan 2022 - Present)
Key Information
View Scheme Document
Sundaram ELSS Tax Saver Fund Plan - Half Yearly Payout of Income Distribution cum Cap Wdrl SIP Calculator
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NRI Mutual Fund Tax on Sundaram ELSS Tax Saver Fund Plan - Half Yearly Payout of Income Distribution cum Cap Wdrl
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Sundaram ELSS Tax Saver Fund Plan - Half Yearly Payout of Income Distribution cum Cap Wdrl?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Sundaram ELSS Tax Saver Fund Plan - Half Yearly Payout of Income Distribution cum Cap Wdrl
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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