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Sundaram ELSS Tax Saver Fund

Sundaram Mutual Fund · Equity · ELSS (Tax Saver) · Open ended · History since Jan 2022
₹491.74 -1.3% · NAV on 23 Oct 2026 · Direct Growth

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Direct · GrowthDirect · IDCWRegular · GrowthRegular · IDCW

Returns Direct Growth · up to 1 year simple %, longer periods yearly average

1 month-6.3%
3 months-6.1%
6 months-7.3%
1 year-12.1%
3 years+7.2%
5 years—
10 years—
Since start+7.5%

NAV history

Ups and downs

Worst fall from a peak (last 5 years)-16.7%
Peak → lowJan 2022 → Jun 2022
Volatility (last year)14.3%

Volatility shows how much the NAV usually swings in a year; higher means bigger ups and downs.

About this fund

Fund houseSundaram Mutual Fund
CategoryEquity · ELSS (Tax Saver)
TypeOpen ended
Scheme code · ISIN149570 · INF173K01HZ7

Same category ELSS (Tax Saver) · current funds · by 3-year return

Fund1 year3 years5 years
Motilal Oswal ELSS Tax Saver FundMotilal Oswal Mutual Fund -2.6% +18.2% +14.9%
WhiteOak Capital ELSS Tax Saver FundWhiteOak Capital Mutual Fund -4.2% +14.7% —
JM ELSS - Tax Saver FundJM Financial Mutual Fund -2.5% +14.5% +11.5%
HSBC ELSS Tax saver FundHSBC Mutual Fund -4.9% +14.2% —
Quant ELSS Tax Saver Fundquant Mutual Fund +0.1% +13.5% +12.6%
Sundaram ELSS Tax Saver FundSundaram Mutual Fund · this fund -12.1% +7.2% —

38 current funds in ELSS (Tax Saver) · see all →. Funds are compared only within the same SEBI category.

All versions of this fund

PlanOptionNAV (₹)NAV dateScheme code
DirectGrowth 491.74 23 Oct 2026 149570
DirectIDCW 470.91 23 Oct 2026 149571
RegularGrowth 456.79 23 Oct 2026 149569
RegularIDCW 351.14 23 Oct 2026 149572

Direct plans are bought straight from the fund house and cost less; Regular plans include a distributor's commission. Growth keeps profits invested; IDCW pays them out from time to time.

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