Sundaram ELSS Tax Saver Fund Regular Growth

ELSS Tax SaverEquity Rank 40 of 44

NAV · Regular-Growth

—+2.07+1.04%

As of — · AMFI

NAV growth+4.7%

Sep ’19Sep ’20

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 10 of 12 years

Trails its ELSS Tax Saver category on 1Y, 3Y & 5Y.

1Y return

-2.4%

-5.8 vs cat

3Y CAGR

+9.9%

-3.8 vs cat

5Y CAGR

+10.5%

-2.2 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

14.1%

3Y std dev

Go deeper on Sundaram ELSS Tax Saver Fund Regular Growth

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram ELSS Tax Saver Fund Regular Growth SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram ELSS Tax Saver Fund Regular Growth real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram ELSS Tax Saver Fund Regular Growth is a ELSS Tax Saver scheme from Sundaram. Long-run track record: about 10.5% CAGR over 5 years. Worst historical drawdown: -74% in Mar 2009, recovered in 69 months. Mandatory 3-year lock-in. Wrong fit if you need access sooner.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF173K01361

NAV (Direct-Growth)

₹201.5000

Last 1Y

+4.69%

Sept 19Min ₹136.25 · Max ₹212.78 · 248 ptsSept 20

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2009

-74.0%

Peak ₹138.56 on 2 Jan 2008 → trough ₹36.01 on 9 Mar 2009 (14 months down).

Recovered in 69 months· 14 Nov 2014

Sept 2001

-69.1%

Peak ₹29.16 on 23 Feb 2000 → trough ₹9.01 on 17 Sept 2001 (19 months down).

Recovered in 28 months· 5 Jan 2004

Mar 2020 — ongoing

-41.4%

Peak ₹232.37 on 23 Jan 2018 → trough ₹136.25 on 23 Mar 2020 (26 months down).

Not yet recovered

Jun 2006

-35.3%

Peak ₹79.43 on 10 May 2006 → trough ₹51.37 on 14 Jun 2006 (1 months down).

Recovered in 6 months· 29 Nov 2006

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.86%	-0.58%	28/ 45
1M	+0.50%	+1.43%	34/ 45
3M	+3.93%	+6.38%	38/ 45
6M	-4.65%	+1.40%	41/ 45
YTD	-5.16%	+0.62%	41/ 45
1Y	-2.42%	+3.33%	42/ 45
2Y	+0.50%	+1.93%	30/ 44
3Y	+9.89%	+13.72%	40/ 44
5Y	+10.47%	+12.66%	32/ 37
7Y	+14.64%	+16.82%	29/ 36
10Y	+12.46%	+14.11%	27/ 32

Peers in ELSS Tax Saver

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

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