TickerKhojSundaram Mutual Fund · Equity · ELSS (Tax Saver) · Regular plan
Sundaram ELSS Tax Saver Fund - Regular Plan - Growth
₹465.8194NAV on 30 Oct 2026Expense ratio 2.30%
29 Oct 2025NAV low 450.31 · high 532.5-11.8%
In plain words
Over 3 years it returned +7.4% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -16.1%.
On 3-year return it ranks 33 of 37 funds in ELSS (Tax Saver).
A monthly SIP over 3 years ended ₹3,232 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.3% | +1.9% |
| 3 months | -6.7% | -5.1% |
| 6 months | -5.8% | -3.2% |
| 1 year | -11.3% | -10.2% |
| 3 years (yearly) | +7.4% | +7.4% |
| Since start (yearly) | +7.3% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,10,998 | -12.1% |
| 3 years | ₹3,60,000 | ₹3,52,714 | -1.3% |
Other plan of this fund: Sundaram ELSS Tax Saver Fund - Direct Plan - Growth