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Sundaram ELSS Tax Saver Fund Direct Plan Growth

Sundaram · ELSS
High
₹533.95
Current NAV
25 Jun 2026
12.8%
1Y Return
22.8%
3Y CAGR
13.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.28%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.88).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.88).
  • Very large asset base (AUM: ₹23,430 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.88
Sharpe Ratio
1.48
Beta
6.88
Alpha
2.41
Sortino
Fund Details
Fund House Sundaram
Category ELSS
AUM ₹23430 Cr
Expense Ratio 0.28%
Min SIP ₹500
Min Lumpsum ₹1000
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