Aeterna Wealth
ELSS · Regular plan · Growth

Sundaram ELSS Tax Saver Fund (Regular)

Sundaram Mutual Fund · benchmark Nifty 500 TRI · 4.8 years old · AMFI code 149569

C
Track-record rating: 31 of 37 in ELSS

C (bottom 30%), score 22.9 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months-0.5%2.5%-3.0%38 / 38
1 year-5.9%-1.0%-4.9%38 / 38
3 years (a year)8.9%12.0%-3.1%25 / 37
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y13.3%
Max fall, 5Y-16.9%
Up capture, 3Y84
Down capture, 3Y91
Information ratio, 3Y-0.94
Jensen's alpha, 3Y-2.5%
Beta, 3Y0.90
Sharpe, 3Y0.15

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Sundaram ELSS Tax Saver Fund (Regular plan)?

₹491.50 on 5 Nov 2026 (Growth option).

What is the expense ratio of Sundaram ELSS Tax Saver Fund (Regular)?

2.29% a year; the Direct plan's is 1.68%.

What return has Sundaram ELSS Tax Saver Fund given over 3 years?

8.9% a year (Regular plan) over the 3 years to 5 Nov 2026, against 12.0% for the Nifty 500 total-return index.

How is Sundaram ELSS Tax Saver Fund rated?

C: 31 of 37 Regular plans in ELSS, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Sundaram Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.