NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Sundaram ELSS Tax Saver Fund - Direct (G)
Fund Type	Equity
Risk	Very High
Min SIP Amount	₹500
Min Lumpsum	₹500
Expense Ratio	1.78%
NAV	₹541.47 (11 Nov 2026)
Fund Size	₹1,193.64 Cr
Fund Started	02 Jan 2013
Lock-in Period	3 days
Exit Load	Nil.

Returns	Sundaram ELSS Tax Saver Fund - Direct (G)
1M	6.87%
3M	-1.68%
6M	0.05%
1Y	-3.23%
3Y	9.66%
5Y	8.28%
Since Inception	14.09%

Trailing risk-adjusted performance measures

Risk Ratio	Sundaram ELSS Tax Saver Fund - Direct (G)
Alpha	-1.70
Beta	0.90
Sharpe	0.20
Standard Deviation	4.17

Holding Analysis	Sundaram ELSS Tax Saver Fund - Direct (G)
Top 5 Holdings	24.78%
Top 10 Holdings	41.84%
Portfolio Turnover	33.20
Equity	98.64%
Debt	1.45%
Cash	—

Fund Manager	Sundaram ELSS Tax Saver Fund - Direct (G)
Name	, ,

About	Sundaram ELSS Tax Saver Fund - Direct (G)
AMC	Sundaram Mutual Fund
Scheme Category	ELSS - Tax Saver Fund
Benchmark	Nifty 500 TRI
Launch Date	01 Jan 2013