24
ELSS (Tax Saver)Avoid
Sundaram ELSS Tax Saver
Sundaram · Direct–Growth · rank #34 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-6.5%
-4.4% vs index
3 Years
7.7%
-2.1% vs index
5 Years
9.0%
-0.5% vs index
Since launch
14.0%
Year-by-year performance
2023
+25.2%-1.4% vs index
2024
+16.4%+0.8% vs index
2025
+8.3%+0.6% vs index
2026
-7.9%-4.3% vs index
Why this score
Sundaram ELSS Tax Saver scores 24/100 — #34 of 38 ELSS (Tax Saver) fund (Avoid). It stands out for volatility — beating 80% of peers on volatility. The main drag is its 3y return (better than only 15% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
3Y return7.71% · 15th percentile in category
5Y return8.96% · 19th percentile in category
Sharpe ratio0.09 · 14th percentile in category
Expense ratio1.76% · 8th percentile in category
Volatility13.12 · 80th percentile in category
Alpha-3.02 · 15th percentile in category
Top holdings
1.ICICI Bank Ltd6.68%
2.HDFC Bank Ltd5.45%
3.Axis Bank Ltd4.42%
4.State Bank of India3.73%
5.Bharti Airtel Ltd3.62%
55 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.