ELSS (Tax Saver)Avoid

Sundaram Value

Sundaram · Direct–Growth · rank #37 of 38 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)

1 Year

-3.9%

-4.4% vs index

3 Years

8.3%

-4.0% vs index

5 Years

10.2%

-1.7% vs index

Since launch

12.0%

last entry = YTD

2017

+35.5%—

2018

-3.3%—

2019

+7.1%—

2020

+16.0%—

2021

+3.9%-26.8% vs index

Sundaram Value scores 10/100 — #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 return8.25% · 4th percentile in category

5Y return10.22% · 13th percentile in category

Sharpe ratio0.11 · 4th percentile in category

Volatility18.68 · 7th percentile in category

Expense ratio1.75% · 7th percentile in category

Alpha-18.76 · 1st percentile in category