OriginFunds
Sundaram Mutual Fund

Sundaram ELSS Tax Saver Fund Regular Growth

Open Ended Schemes(Equity Scheme - ELSS)Very High Risk★★★★★ISIN INF173K01361
NAV · 06-Jul-2026
500.7558
1M
+4.29%
6M
-6.46%
1Y (CAGR)
-2.74%
3Y (CAGR)
+10.44%
5Y (CAGR)
Since inception (CAGR)
+9.50%

NAV history

40545149704-07-202303-07-2026498.10
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
12.99%
Downside dev (3y)
10.30%
Max drawdown (3y)
-16.1%
Sharpe (3y)
0.30
SIP XIRR (3y)
+4.17%
Calendar-year returns
2023 +24.5%2024 +15.8%2025 +7.7%

Fund facts

AUM₹12,633 Cr
TER · AMFI officialDirect 1.79% · Regular 2.31% (2026-06-30)
Launch date01-Jan-1996
Plan typeOpen Ended · Equity
Min lumpsum500
Lock-in3 yr
Volatility16.50
AMCSundaram Asset Management Company Ltd

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.

scheme documents ↗