EquityELSSDirect · Growth
Sundaram ELSS Tax Saver Fund Direct Plan Growth
Sundaram · Scheme 149570
₹544.43▼ 0.42%NAV · 2026-08-05
Average FundScore
AUM
—
Expense ratio
—
3Y CAGR
10.7%
Risk level
High
Min SIP
—
Benchmark
Nifty 500 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.70% |
| 3 Months | +2.59% |
| 6 Months | -1.73% |
| 1 Year | +0.09% |
| 3 Years (CAGR) | +10.73% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +10.32% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns21
Consistency71
Risk-adjusted33
Downside protection72
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 2.4%
- ✓ Volatility: 14% annualised
- ✓ Max drawdown: -17%
- ✓ Direct plan: no distributor commission
What to watch
- • 3Y CAGR vs category: -2.6% vs category avg
- • 1Y return: +0.1%
- • Beat category: beat category in 46% of windows
- • Sharpe ratio: 0.33
Risk metrics
Sharpe ratio
0.33
Sortino ratio
0.42
Volatility
13.66%
Max drawdown
-16.66%
Downside capture
91.20%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.