← Sundaram Mutual Fund
Sundaram ELSS Tax Saver Fund Regular Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
Open Ended Schemes(Equity Scheme - ELSS)Very High Risk★★★★★ISIN INF173K01NM3
NAV · 06-Jul-2026
₹384.9367
1M
+4.29%
6M
-10.33%
1Y (CAGR)
-6.78%
3Y (CAGR)
+3.64%
5Y (CAGR)
—
Since inception (CAGR)
+3.27%
NAV history
hover for values
Risk & SIP analytics
Q4 · 3Y in categoryVolatility (3y)
13.88%
Downside dev (3y)
11.95%
Max drawdown (3y)
-19.0%
Sharpe (3y)
-0.21
SIP XIRR (3y)
-2.02%
Calendar-year returns
2023 +15.9%2024 +7.8%2025 +3.4%
Fund facts
Fund managerRohit Seksaria · Bharath Subramanian · Shalav Saket
AUM₹12,633 Cr
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 ↗