Sundaram ELSS Tax Saver Fund
Direct · Growth ₹544.43
04 Aug 2026
NAV
15.6%
3Y CAGR
15.2%
5Y CAGR
15.4%
10Y CAGR
15.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.25
Sharpe
-40.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.75 L | 18.8% | -57.1% | 99.4% |
| 3 Years | ₹36.00 L | ₹45.63 L | 15.3% | -24.2% | 35.3% |
| 5 Years | ₹60.00 L | ₹88.20 L | 14.9% | -9.0% | 26.4% |
| 7 Years | ₹84.00 L | ₹1.44 Cr | 14.7% | -0.9% | 20.9% |
| 10 Years | ₹1.20 Cr | ₹2.66 Cr | 15.2% | 11.7% | 18.2% |
| 12 Years | ₹1.44 Cr | ₹3.75 Cr | 14.8% | 12.0% | 17.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 18.8% | 14.5% | 16.9% | +4.3% |
| 3 Years | 15.3% | 11.2% | 14.9% | +4.1% |
| 5 Years | 14.9% | 10.4% | 16.2% | +4.4% |
| 7 Years | 14.7% | 10.6% | 15.7% | +4.1% |
| 10 Years | 15.2% | 11.5% | 16.1% | +3.7% |
| 12 Years | 14.8% | 11.4% | 15.6% | +3.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 18.0% | 12.6% | -33.4% | 94.8% | 0.54 | 1.75 | 84% | — | — |
| 3 Years | 15.6% | 16.3% | -7.0% | 33.8% | 1.38 | 4.66 | 97% | — | — |
| 5 Years | 15.2% | 15.3% | 0.2% | 28.4% | 1.69 | 16.37 | 100% | — | — |
| 10 Years | 15.4% | 15.3% | 12.2% | 18.8% | 6.25 | — | 100% | — | — |
-40.5%
Max Drawdown
26 mo
Drawdown Duration
8 mo
Recovery Time
-5.9%
Avg Drawdown
Calmar Ratio by Duration
0.44
1Y
0.39
3Y
0.37
5Y
0.35
7Y
0.38
10Y
0.40
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.38 | 1.01 | 98.4% | 98.0% | 0.5% | 0.2% |
| 3 Years | +2.79 | 0.95 | 96.0% | 92.0% | 11.2% | 8.5% |
| 5 Years | +2.72 | 0.95 | 94.5% | 90.8% | 11.6% | 9.0% |
| 7 Years | +3.65 | 0.93 | 94.4% | 90.5% | 15.7% | 12.5% |
| 10 Years | +2.63 | 0.95 | 97.1% | 94.0% | 13.6% | 11.2% |
| 12 Years | +3.03 | 0.97 | 98.8% | 95.3% | 13.2% | 10.3% |
| 15 Years | +3.28 | 0.97 | 99.4% | 95.5% | 13.1% | 9.9% |
54
Total Holdings
42.5%
Top 10 Weight
29
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Ltd | 7.34% |
| 2 | ICICI Bank Ltd | 6.34% |
| 3 | Axis Bank Ltd | 4.59% |
| 4 | Bharti Airtel Ltd | 3.89% |
| 5 | State Bank of India | 3.77% |
| 6 | Larsen & Toubro Ltd | 3.62% |
| 7 | Kirloskar Oil Engines Ltd | 3.62% |
| 8 | Reliance Industries Ltd | 3.50% |
| 9 | Infosys Ltd | 2.92% |
| 10 | Kotak Mahindra Bank Ltd | 2.91% |