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Sundaram ELSS Tax Saver Fund Regular Growth

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Category: Equity: ELSS
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.19% As on (28-02-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,348.91 Cr As on (27-02-2026)
Turn over: 28
NAV as on 13-03-2026

468.1029

-11.09 (-2.3696%)

CAGR Since Inception

13.69%

NIFTY 500 TRI 12.06%

PERFORMANCE of Sundaram ELSS Tax Saver Fund Regular Growth

Scheme Performance (%) Data as on - 13-03-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram ELSS Tax Saver Fund Regular Growth 4.78 13.21 11.72 13.92 13.69
NIFTY 500 TRI 9.08 15.32 12.83 14.6 12.06
Equity: ELSS 4.63 14.34 11.98 13.91 12.85

Yearly Performance (%)

Nav Movement

Fund Managers

Bharath S, Rohit Seksaria, Shalav Saket

Investment Objective

To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors. The scheme aims at providing returns through capital appreciation.

RETURNS CALCULATOR for Sundaram ELSS Tax Saver Fund Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Sundaram ELSS Tax Saver Fund Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram ELSS Tax Saver Fund Regular Growth 11.66 0.93 -0.21 0.86 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Sundaram ELSS Tax Saver Fund Regular Growth

Compare SIP Compare Lumpsum
Period
Data as on - 13-03-2026
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 4.78 4.5 13.21 11.72 13.92
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 9.79 10.43 20.74 15.69 16.16
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 01-09-2005 9.73 7.0 16.5 13.81 11.62
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option 30-12-2008 9.35 6.52 14.92 11.54 12.35
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 9.03 1.59 15.16 17.19 19.8
BANK OF INDIA ELSS Tax Saver -ECO Plan-Growth 25-02-2009 8.29 2.93 16.38 13.82 16.61
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 8.15 6.86 15.01 11.84 17.04
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 25-02-2009 8.02 2.68 16.09 13.52 16.03
Tata ELSS Fund-Growth-Regular Plan 13-10-2014 7.92 7.46 14.36 11.86 14.04
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 7.77 6.33 13.62 7.08 10.78

PORTFOLIO ANALYSIS of Sundaram ELSS Tax Saver Fund Regular Growth

Asset Allocation (%)