Sundaram ELSS Tax Saver Fund - Direct Plan - GROWTH
code 149570 ELSS direct plan · growth NAVs 2022-01-03 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2022-01-03, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 6.87% | -5.39% | -6.04% | 0.65% | 2026-10-09 → 2026-11-09 |
| 3M | -1.68% | -4.02% | -3.61% | -0.41% | 2026-08-07 → 2026-11-09 |
| 6M | 0.05% | 2.51% | 5.81% | -3.30% | 2026-05-08 → 2026-11-09 |
| 1Y | -3.21% | -5.84% | -1.79% | -4.04% | 2025-11-07 → 2026-11-09 |
| 3Y | 9.66% | 7.46% | 9.55% | -2.09% | 2023-11-09 → 2026-11-09 |
| 5Y | - | - | - | - | |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 9.38% | 8.39% | 9.31% | -0.92% | 2022-01-03 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2023 | 2024 | 2025 |
|---|---|---|---|
| fund | 25.16% | 16.41% | 8.29% |
| benchmark | 26.91% | 16.24% | 7.76% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 917 | 13.44% | 10.44% | -7.39% | 40.14% | 87% | 46% |
| 3 years | 427 | 14.44% | 14.88% | 6.92% | 21.34% | 100% | 9% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | |
|---|---|
| CAGR | 8.07% |
| volatility | 14.43% |
| max drawdown | -15.89% |
| downside deviation | 10.32% |
| Sharpe ratio | 0.20 |
| Sortino ratio | 0.28 |
| Calmar ratio | 0.51 |
| alpha (annualised) | - |
| beta | - |
| R² | - |
| tracking error | - |
| information ratio | - |
| up / down capture | - |
| Treynor ratio | - |
36 months: benchmark lacks some months of the window: no relative metrics
Category: ELSS
Overall ★★☆☆☆ (3y ★★☆☆☆ · 5y - · 10y -) · as of 2026-10 · 57 months of history
| percentile rank (1 = best) | 3 years of 36 funds |
|---|---|
| return | 89th |
| volatility | 18th |
| Sharpe | 89th |
| Sortino | 89th |
| worst fall | 12th |
| risk-adjusted return (MRAR) | 89th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.