EquityELSSDirect · Growth
Sundaram ELSS Tax Saver Fund Direct Plan Growth
Sundaram · Scheme 149570
₹538.95▼ 0.56%NAV · 2026-09-18
Average FundScore
AUM
₹1,296 cr
Expense ratio
1.76%
3Y CAGR
10.5%
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: P V K MohanExit load: Nil
Average · 47/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 17%.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 2.5%
- ✓Volatility: 14% annualised
📉 What could drag it down
- •Down 1.9% over the last year — currently out of favour.
- •Weak risk-adjusted returns (Sharpe 0.31) — took on risk without enough payoff.
- •Pricey — 1.76% expense ratio quietly eats into long-term returns.
- •3Y CAGR vs category: -2.8% vs category avg
- •1Y return: -1.9%
FundScore breakdown
47/100 · Average
Returns
Weak
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Strong
Cost efficiency
Average
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.