Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

ELSS

Sundaram ELSS Tax Saver Fund Direct Plan Growth

Sundaram Mutual Fund · Managed by Rohit Seksaria; Bharath Subramanian; Shalav Saket

FundScore
Latest NAV
₹545.5620
as of 07 Aug 2026
AUM
Expense ratio
1.39%
as of 30 Jun 2026
Inception
03 Jan 2022
FundScore
14/100weak
Rank #200 of 281 in ELSS · top 86%

A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.

Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
3.38%
3M
1.76%
6M
-1.71%
1Y
0.56%
3Y CAGR
10.64%
5Y CAGR
Since incep.
10.34%
Fund details
Fund manager
Rohit Seksaria; Bharath Subramanian; Shalav Saket
Riskometer
Very High Risk
Type
Open Ended
Portfolio turnover
44%
Volatility (3Y)
16.6%
Rating (external)
Investment objective

To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors. The scheme aims at providing returns through capital appreciation.

NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.

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Stock holdings
Latest portfolio disclosure for this scheme.

No data yet

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