Sundaram ELSS Tax Saver Fund Direct Growth

Scheme code: INF173K01HZ7 NAV value: ₹ 499.5970 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 15.76 41.39 30.17 36.77
3 year 13.24 15.69 14.46 19.32

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 30.17
3 year 7.63 16.87 13.32 14.46
5 year 12.6 19.62 15.37
7 year 10.81 15.2 13.42
10 year 9.81 13.99 12.12
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 30.17
3 year 7.94 17.89 14.14 14.46
5 year 13.28 20.23 15.93
7 year 10.62 15.28 13.42
10 year 10.08 14.47 12.61
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 30.17
3 year 9.26 19.51 15.7 14.46
5 year 14.45 21.69 17.28
7 year 11.07 15.88 13.98
10 year 10.64 15.2 13.25
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 30.17
3 year 9.84 20.48 16.73 14.46
5 year 15.2 22.82 18.38
7 year 11.31 16.28 14.37
10 year 11.16 15.89 13.85
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 30.17
10 year 4.92 20.34 12.6

Rolling return for 1 year

Average return: 30.17%
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.25 15.76 20.25 15.76 2.24 18 01-2024 01-2025
22.2 20.64 27.33 15.78 4.12 21.49 12-2023 12-2024
27.36 25.2 33.71 19.26 5.17 26.38 11-2023 11-2024
32.47 34.5 41.39 26.01 5.49 33.59 10-2023 10-2024
32.08 33.9 38.2 27.98 3.67 33.04 09-2023 09-2024
28.94 34.42 36.7 26.79 4 31.71 08-2023 08-2024
32.94 32.15 36.93 28.3 3.06 32.58 07-2023 07-2024
28.02 33.26 40.24 21.65 6.83 30.79 06-2023 06-2024
32.69 33.95 38.75 28.1 3.79 33.37 05-2023 05-2024
36.08 37 41.35 31.89 3.36 36.58 04-2023 04-2024
35.74 33.26 40.27 28.96 4.09 34.56 03-2023 03-2024
29.69 30.1 34.65 25.31 3.31 29.94 02-2023 02-2024

Rolling return for 3 year

Average return: 14.46%
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.69 13.24 15.69 13.24 1.22 14.46 01-2022 01-2025