17
ELSS (Tax Saver)Avoid
Sundaram Value
Sundaram · Direct–Growth · rank #36 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-7.3%
-5.2% vs index
3 Years
6.0%
-3.8% vs index
5 Years
7.5%
-2.0% vs index
Since launch
11.7%
Year-by-year performance
2021
+32.2%+1.6% vs index
2022
+4.7%+0.9% vs index
2023
+24.0%-2.6% vs index
2024
+12.7%-3.0% vs index
2025
+7.7%+0.0% vs index
2026
-8.9%-5.3% vs index
Why this score
Sundaram Value scores 17/100 — #36 of 38 ELSS (Tax Saver) fund (Avoid). It stands out for volatility — beating 88% of peers on volatility. The main drag is its 3y return (better than only 4% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
3Y return5.99% · 4th percentile in category
5Y return7.53% · 10th percentile in category
Sharpe ratio-0.04 · 4th percentile in category
Expense ratio1.76% · 8th percentile in category
Volatility12.94 · 88th percentile in category
Alpha-4.66 · 4th percentile in category
Top holdings
1.HDFC Bank Ltd6.35%
2.ICICI Bank Ltd5.99%
3.Reliance Industries Ltd5.27%
4.Axis Bank Ltd5.06%
5.State Bank of India4.29%
47 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.