9
ELSS (Tax Saver)Avoid
Sundaram Value
Sundaram · Direct–Growth · rank #37 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-4.0%
-7.1% vs index
3 Years
7.4%
-4.2% vs index
5 Years
8.2%
-2.1% vs index
Since launch
11.8%
Year-by-year performance
2017
+35.5%—
2018
-3.3%—
2019
+7.1%—
2020
+16.0%—
2021
+3.9%-26.8% vs index
Why this score
Sundaram Value scores 9/100 — #37 of 38 ELSS (Tax Saver) fund (Avoid). The main drag is its 3y return (better than only 4% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
3Y return7.41% · 4th percentile in category
5Y return8.23% · 10th percentile in category
Sharpe ratio0.11 · 5th percentile in category
Volatility18.68 · 7th percentile in category
Expense ratio1.78% · 7th percentile in category
Alpha-18.76 · 1st percentile in category
Top holdings
1.HDFC Bank Ltd6.89%
2.ICICI Bank Ltd5.83%
3.Reliance Industries Ltd5.32%
4.Axis Bank Ltd4.72%
5.Kirloskar Oil Engines Ltd4.2%
50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.