← Sundaram Mutual Fund
Sundaram ELSS Tax Saver Fund Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
Open Ended Schemes(Equity Scheme - ELSS)Very High Risk★★★★★ISIN INF173K01NN1
NAV · 06-Jul-2026
₹515.4225
1M
+4.34%
6M
-10.06%
1Y (CAGR)
-6.25%
3Y (CAGR)
+9.48%
5Y (CAGR)
—
Since inception (CAGR)
+9.06%
NAV history
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Risk & SIP analytics
Q3 · 3Y in categoryVolatility (3y)
13.19%
Downside dev (3y)
10.68%
Max drawdown (3y)
-15.9%
Sharpe (3y)
0.23
SIP XIRR (3y)
+2.02%
Calendar-year returns
2023 +25.1%2024 +16.4%2025 +8.3%
Fund facts
Fund managerRohit Seksaria · Bharath Subramanian · Shalav Saket
AUM₹12,633 Cr
Expense ratio1.64% · 2026-05-31
Launch date01-Jan-1996
Plan typeOpen Ended · Equity
Min lumpsum₹500
Min SIP₹500
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 ↗