Sundaram ELSS Tax Saver Fund
Direct · Growth ₹528.86
19 Jun 2026
NAV
15.7%
3Y CAGR
15.2%
5Y CAGR
15.5%
10Y CAGR
15.6%
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.
6.40
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 | ₹12.76 L | 19.0% | -57.1% | 99.4% |
| 3 Years | ₹36.00 L | ₹45.69 L | 15.4% | -24.2% | 35.3% |
| 5 Years | ₹60.00 L | ₹88.42 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 | 15.3% | 11.7% | 18.2% |
| 12 Years | ₹1.44 Cr | ₹3.77 Cr | 14.9% | 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 | 19.0% | 14.5% | 17.0% | +4.5% |
| 3 Years | 15.4% | 11.2% | 15.1% | +4.2% |
| 5 Years | 14.9% | 10.5% | 16.4% | +4.5% |
| 7 Years | 14.7% | 10.6% | 15.8% | +4.1% |
| 10 Years | 15.3% | 11.5% | 16.1% | +3.8% |
| 12 Years | 14.9% | 11.4% | 15.7% | +3.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 18.2% | 12.9% | -33.4% | 94.8% | 0.55 | 1.79 | 85% | — | — |
| 3 Years | 15.7% | 16.4% | -7.0% | 33.8% | 1.39 | 4.67 | 97% | — | — |
| 5 Years | 15.2% | 15.4% | 0.2% | 28.4% | 1.69 | 16.35 | 100% | — | — |
| 10 Years | 15.5% | 15.3% | 12.2% | 18.8% | 6.40 | — | 100% | — | — |
-40.5%
Max Drawdown
26 mo
Drawdown Duration
8 mo
Recovery Time
-5.9%
Avg Drawdown
Calmar Ratio by Duration
0.45
1Y
0.39
3Y
0.38
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 | +2.23 | 1.00 | 97.5% | 94.9% | -0.9% | -3.1% |
| 3 Years | +3.23 | 0.94 | 95.7% | 91.0% | 11.7% | 8.6% |
| 5 Years | +3.22 | 0.94 | 94.7% | 90.3% | 11.9% | 8.8% |
| 7 Years | +7.40 | 0.01 | 79.3% | 81.8% | 14.0% | 10.8% |
| 10 Years | +7.12 | 0.04 | 85.4% | 87.3% | 13.8% | 11.3% |
| 12 Years | +6.34 | 0.06 | 88.5% | 89.6% | 13.1% | 10.1% |
| 15 Years | +6.06 | 0.08 | 90.3% | 90.3% | 12.8% | 9.7% |
56
Total Holdings
40.9%
Top 10 Weight
33
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Ltd | 6.82% |
| 2 | ICICI Bank Ltd | 5.87% |
| 3 | Axis Bank Ltd | 4.45% |
| 4 | Bharti Airtel Ltd | 3.89% |
| 5 | Reliance Industries Ltd | 3.62% |
| 6 | Larsen & Toubro Ltd | 3.61% |
| 7 | State Bank of India | 3.59% |
| 8 | Infosys Ltd | 3.21% |
| 9 | Kirloskar Oil Engines Ltd | 2.99% |
| 10 | Kotak Mahindra Bank Ltd | 2.89% |