FundLens
27
ELSS (Tax Saver)Avoid

Sundaram ELSS Tax Saver

Sundaram · Direct–Growth · rank #32 of 38 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-2.7%
-3.2% vs index
3 Years
10.3%
-1.9% vs index
5 Years
11.6%
-0.3% vs index
Since launch
14.4%

Year-by-year performance

last entry = YTD
2023
+25.2%
2024
+16.4%
2025
+8.3%
2026
-5.3%

Why this score

Sundaram ELSS Tax Saver scores 27/100 — #32 of 38 ELSS (Tax Saver) fund (Avoid). It stands out for volatility — beating 86% of peers on volatility. The main drag is its 3y return (better than only 15% of peers).

Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.

3Y return10.32% · 15th percentile in category
Sharpe ratio0.29 · 14th percentile in category
Expense ratio1.79% · 4th percentile in category
5Y return11.62% · 29th percentile in category
Volatility13.06 · 86th percentile in category
Sortino ratio0.40 · 16th percentile in category

Other ELSS (Tax Saver) funds