12
ELSS (Tax Saver)Avoid
Sundaram Value
Sundaram · Direct–Growth · rank #37 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-8.1%
-3.4% vs index
3 Years
5.9%
-3.5% vs index
5 Years
6.4%
-1.5% vs index
Since launch
11.4%
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 12/100 — #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 return5.90% · 4th percentile in category
5Y return6.43% · 10th percentile in category
Volatility18.68 · 7th percentile in category
Sharpe ratio0.11 · 15th percentile in category
Alpha-18.76 · 1st percentile in category
Expense ratio1.78% · 8th percentile in category
Top holdings
1.HDFC Bank Ltd6.7%
2.ICICI Bank Ltd5.75%
3.Reliance Industries Ltd5.17%
4.Axis Bank Ltd5.04%
5.Kirloskar Oil Engines Ltd4.39%
48 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.