NSE ScannerSundaram Mutual Fund · Equity · ELSS (Tax Saver) · Direct plan
Sundaram ELSS Tax Saver Fund - Direct Plan - Growth
₹501.5153NAV on 30 Oct 2026Expense ratio 1.78%
29 Oct 2025NAV low 483.31 · high 570.61-11.3%
In plain words
Over 3 years it returned +8.0% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -15.9%.
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 | -6.5% | -5.1% |
| 6 months | -5.5% | -3.2% |
| 1 year | -10.8% | -10.2% |
| 3 years (yearly) | +8.0% | +7.4% |
| Since start (yearly) | +7.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,11,370 | -11.6% |
| 3 years | ₹3,60,000 | ₹3,55,946 | -0.7% |
Other plan of this fund: Sundaram ELSS Tax Saver Fund - Regular Plan - Growth