22
ELSS (Tax Saver)Avoid
Sundaram ELSS Tax Saver
Sundaram · Direct–Growth · rank #34 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-7.8%
-3.0% vs index
3 Years
7.6%
-1.8% vs index
5 Years
7.4%
-0.5% vs index
Since launch
13.8%
Year-by-year performance
2023
+25.2%-1.4% vs index
2024
+16.4%+0.8% vs index
2025
+8.3%+0.6% vs index
2026
-9.6%-3.5% vs index
Why this score
Sundaram ELSS Tax Saver scores 22/100 — #34 of 38 ELSS (Tax Saver) fund (Avoid). It stands out for volatility — beating 82% of peers on volatility. The main drag is its 3y return (better than only 12% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
3Y return7.57% · 12th percentile in category
5Y return7.43% · 19th percentile in category
Sharpe ratio0.08 · 9th percentile in category
Expense ratio1.78% · 8th percentile in category
Volatility13.26 · 82nd percentile in category
Sortino ratio0.11 · 10th percentile in category
Top holdings
1.ICICI Bank Ltd6.44%
2.HDFC Bank Ltd5.78%
3.Axis Bank Ltd4.42%
4.Kirloskar Oil Engines Ltd3.73%
5.Bharti Airtel Ltd3.72%
54 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.