﻿<?xml version="1.0" encoding="utf-8"?><SchemeSummaryDocument xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"><SchemeSummary><Fund_Name>Sundaram ELSS Tax Saver Fund</Fund_Name><Option_Names_Regular__Direct>Plan: Direct and Regular; Options: Growth, Half Yearly IDCW – Payout;</Option_Names_Regular__Direct><Fund_Type>An open ended scheme with attributes in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance</Fund_Type><Riskometer_At_the_time_of_Launch>Very High Risk</Riskometer_At_the_time_of_Launch><Riskometer_as_on_Date>Very High Risk</Riskometer_as_on_Date><Category_as_Per_SEBI_Categorization_Circular>ELSS</Category_as_Per_SEBI_Categorization_Circular><Potential_Risk_Class_as_on_date>Not Applicable</Potential_Risk_Class_as_on_date><Description_Objective_of_the_scheme>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.</Description_Objective_of_the_scheme><Stated_Asset_Allocation>Equity and Equity Linked Instruments: 80-100%;                  Debt securities (*including securitised debt) and Money market instruments: 0-20%;</Stated_Asset_Allocation><Face_Value>(Face Value Rs. 10/- per unit)</Face_Value><NFO_Open_Date>Not Applicable</NFO_Open_Date><NFO_Close_date>Not Applicable</NFO_Close_date><Allotment_Date>Not Applicable</Allotment_Date><Reopen_Date>NA</Reopen_Date><Maturity_Date_For_closedend_funds>NA</Maturity_Date_For_closedend_funds><Benchmark_Tier_1>Nifty 500 TRI</Benchmark_Tier_1><Benchmark_Tier_2>Nifty 500 TRI</Benchmark_Tier_2><Fund_Manager_Name>FM1 - Mr. Bharath S; FM2 - Mr. Rohit Seksaria, FM3 - Mr. Shalav Saket (Overseas Securities)</Fund_Manager_Name><Fund_Manager_Type_PrimaryComanageDescription>Comanage</Fund_Manager_Type_PrimaryComanageDescription><Fund_Manager_From_Date>1st October 2019</Fund_Manager_From_Date><Annual_Expense_Stated_maximum>Regular 2.30, Direct 1.77</Annual_Expense_Stated_maximum><Exit_Load_if_applicable>No exit load shall be levied for switch-out from Direct Plan to Regular Plan or from Regular Plan to Direct Plan. However, any subsequent switch-out or redemption of such investment from Regular Plan/ Direct Plan shall be subject to exit load based on the original date of investment in the Direct Plan/ Regular Plan. No exit load shall be levied for switching between Options under the same Plan within the Scheme. Switch of investments between Plans under a Scheme having separate portfolios, will be subject to applicable exit load. No exit load shall be charged for switches between the option under the same Plan</Exit_Load_if_applicable><Custodian>Standard Chartered Bank, Mumbai</Custodian><Auditor>R.G.N.PRICE &amp;amp; CO</Auditor><Registrar>KFin Technologies Limited</Registrar><RTA_Code_To_be_phased_out>TF</RTA_Code_To_be_phased_out><Listing_Details>Unlisted</Listing_Details><ISINs>REGULAR PLAN GROWTH INF173K01361; REGULAR PLAN - IDCW INF173K01NM3;  DIRECT PLAN - IDCW OPTION INF173K01NN1; DIRECT PLAN GROWTH INF173K01HZ7</ISINs><AMFI_Codes_To_be_phased_out>149569, 149570, 149571 and 149572</AMFI_Codes_To_be_phased_out><SEBI_Codes>Not Applicable</SEBI_Codes><Minimum_Application_Amount>New Investor – Rs.500/-</Minimum_Application_Amount><Minimum_Application_Amount_in_multiples_of_Rs>Any amount thereafter under each Plan/option.</Minimum_Application_Amount_in_multiples_of_Rs><Minimum_Additional_Amount>Existing Investor - Rs. 500/-</Minimum_Additional_Amount><Minimum_Additional_Amount_in_multiples_of_Rs>Any amount thereafter under each Plan/option.</Minimum_Additional_Amount_in_multiples_of_Rs><Minimum_Redemption_Amount_in_Rs>Regular &amp;amp; Direct Plan: Rs.500/-</Minimum_Redemption_Amount_in_Rs><Minimum_Redemption_Amount_in_Units>50 units</Minimum_Redemption_Amount_in_Units><Minimum_Balance_Amount_if_applicable>Not Applicable</Minimum_Balance_Amount_if_applicable><Minimum_Balance_Amount_in_Units_if_applicable>Not Applicable</Minimum_Balance_Amount_in_Units_if_applicable><Max_Investment_Amount>Rs.9999999999</Max_Investment_Amount><Minimum_Switch_Amount_if_applicable>Regular &amp;amp; Direct Plan: Rs.500/-</Minimum_Switch_Amount_if_applicable><Minimum_Switch_Units>Not Applicable</Minimum_Switch_Units><Switch_Multiple_Amount_if_applicable>Not Applicable</Switch_Multiple_Amount_if_applicable><Switch_Multiple_Units_if_applicable>Not Applicable</Switch_Multiple_Units_if_applicable><Max_Switch_Amount>Rs.9999999999</Max_Switch_Amount><Max_Switch_Units_if_applicable>999999999</Max_Switch_Units_if_applicable><Swing_Pricing_if_applicable>Not Applicable</Swing_Pricing_if_applicable><Sidepocketing_if_applicable>Not Applicable.</Sidepocketing_if_applicable><SIP_SWP__STP_Details_Frequency>SIP: Weekly, Monthly and Quarterly;  STP: Daily, Weekly, Monthly, Quarterly; SWP: Monthly; Quarterly, Half-Yearly and Annually</SIP_SWP__STP_Details_Frequency><SIP_SWP__STP_Details_Minimum_amount>SIP: Weekly, Monthly, Quarterly: Rs. 500; STP: Daily, Weekly, Monthly, Quarterly: Rs. 500;  SWP: Weekly, Monthly, Quarterly: Rs. 500.</SIP_SWP__STP_Details_Minimum_amount><SIP_SWP__STP_Details_In_multiple_of>1</SIP_SWP__STP_Details_In_multiple_of><SIP_SWP__STP_Details_Minimum_Instalments>Minimum Six installments</SIP_SWP__STP_Details_Minimum_Instalments><SIP_SWP__STP_Details_Dates>Any Day (1st to 31st), Weekly (All Working days)</SIP_SWP__STP_Details_Dates><SIP_SWP__STP_Details_Maximum_Amount_if_any>Rs.9999999999</SIP_SWP__STP_Details_Maximum_Amount_if_any></SchemeSummary></SchemeSummaryDocument>