24
ELSS (Tax Saver)Avoid
Sundaram ELSS Tax Saver
Sundaram · Direct–Growth · rank #34 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-2.5%
-5.5% vs index
3 Years
9.3%
-2.3% vs index
5 Years
9.9%
-0.4% vs index
Since launch
14.2%
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
-6.3%-4.2% vs index
Why this score
Sundaram ELSS Tax Saver scores 24/100 — #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 15% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
3Y return9.30% · 15th percentile in category
5Y return9.95% · 22nd percentile in category
Sharpe ratio0.21 · 15th percentile in category
Expense ratio1.79% · 4th percentile in category
Volatility13.11 · 82nd percentile in category
Alpha-2.96 · 12th percentile in category
Top holdings
1.HDFC Bank Ltd6.8%
2.ICICI Bank Ltd6.54%
3.Axis Bank Ltd4.15%
4.Bharti Airtel Ltd4.09%
5.State Bank of India3.73%
55 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.