Sundaram ELSS Tax Saver Fund Direct Growth

Scheme code: INF173K01HZ7 NAV value: ₹ 500.0678 NAV date: 19 March, 2026 TER: 1.56%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-33.44	94.85	13.47	18.56	12.77
3 year	-6.99	33.77	16.48	15.76	16.85
5 year	0.16	28.44	15.64	15.30	15.91
7 year	9.03	18.17	14.44	14.29	14.19
10 year	12.18	18.84	15.42	15.58	14.89
12 year	15.05	18.54	16.73	16.78	15.79

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	18.56
3 year	6.28	30.95	15.04	15.76
5 year	8.38	26.02	14.22	15.3
7 year	10.18	15.62	12.93	14.29
10 year	11.42	12.93	12.18	15.58
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	18.56
3 year	6.56	19.64	13.57	15.76
5 year	9.22	12.29	10.75	15.3

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	18.56
3 year	7.68	21.49	15.06	15.76
5 year	10.37	13.5	11.93	15.3

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	18.56
3 year	8.04	32.03	17.81	15.76
5 year	8.18	28.64	15.34	15.3
7 year	10.64	16.42	13.77	14.29
10 year	12.56	14.06	13.31	15.58

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,89,604 - Absolute Returns: ₹89,604 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,44,834 - Absolute Returns: ₹9,44,834 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹88,01,866 - Absolute Returns: ₹28,01,866 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,43,15,487 - Absolute Returns: ₹59,15,487 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,67,44,424 - Absolute Returns: ₹1,47,44,424 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,80,06,965 - Absolute Returns: ₹2,36,06,965 - CAGR: %

Drawdown Metrics

Max Drawdown

-40.49 %

Drawdown Duration

26 months

Recovery Time

8 months

Avg Drawdown

-5.81 %

Calmar Ratio by Duration

1 Y

0.4584

3 Y

0.3892

5 Y

0.3779

7 Y

0.3529

10 Y

0.3848

12 Y

0.4144

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	1.53	0.93	94.2	91.5	5.72 %	4.00 %
3 years	3.64	0.92	94.4	89.0	14.54 %	11.28 %
5 years	3.49	0.93	94.4	89.7	12.74 %	9.44 %
7 years	2.74	0.93	93.8	90.6	13.16 %	10.74 %
10 years	2.88	0.95	97.1	93.8	14.64 %	12.06 %
12 years	2.27	0.95	97.1	93.8	12.08 %	10.00 %
15 years	1.71	0.95	97.1	93.8	9.55 %	7.92 %