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OmniAsset › Mutual funds › Sundaram ELSS Tax Saver Fund

Sundaram ELSS Tax Saver Fund

ELSS (Tax Saver) fund benchmarked to Nifty 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 2026379.2338
CategoryELSS (Tax Saver)
PlanRegular · Idcw
Launched1 Jan 1996
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1Nifty 500 TRI
Expense ratiodirect plan, a year · stated maximum, from the scheme document2.28%
AUM₹16.6 Cr
Growth of ₹10,000₹11,4473 Jan 2022 to 2 Sep 2026
₹13,450₹12,256₹11,062₹9,868₹8,675Jan 2022Mar 2023May 2024Jul 2025Sep 2026
₹11,447 (+2.9% a year) Sundaram ELSS Tax Saver Fund

Performance (trailing, annualised)

1Y annualised-7.02%
3Y annualised2.03%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,14,264-8.71%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,45,587-2.63%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202315.93%
Calendar 20247.76%
Calendar 20253.44%

Rolling returns

Rolling 1Y · average190 windows since 4 Jan 20236.20%
Rolling 1Y · median4.32%
Rolling 1Y · worst window-10.27%
Rolling 1Y · best window28.57%
Rolling 1Y · windows positive63%
Rolling 3Y · average86 windows since 6 Jan 20257.00%
Rolling 3Y · median7.41%
Rolling 3Y · worst window2.34%
Rolling 3Y · best window11.78%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)14.00%
Downside deviation (3Y)10.72%
Maximum drawdown-19.03%

Management

Fund managerMr. Bharath S, Mr. Rohit Seksaria, Mr. Shalav Saket (Overseas Securities)
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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