What are the 1-year returns of Sundaram ELSS Tax Saver Fund Direct?
Sundaram ELSS Tax Saver Fund Direct has delivered a 1-year return of -2.54% as of 6 Sep 2026. During the same period, its benchmark NIFTY 500 Total Return Index returned 2.13%. The fund has underperformed its benchmark over this period.
What are the 3-year returns of Sundaram ELSS Tax Saver Fund Direct?
Sundaram ELSS Tax Saver Fund Direct has delivered a 3-year CAGR of 8.73% as of 6 Sep 2026. Its benchmark NIFTY 500 Total Return Index returned 11.08% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of Sundaram ELSS Tax Saver Fund Direct?
Sundaram ELSS Tax Saver Fund Direct has delivered a 5-year CAGR of 9.75% as of 6 Sep 2026. Its benchmark NIFTY 500 Total Return Index returned 10.50% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of Sundaram ELSS Tax Saver Fund Direct since inception?
Since its launch on 1 Jan 2013, Sundaram ELSS Tax Saver Fund Direct has delivered a CAGR of 13.13%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Sundaram ELSS Tax Saver Fund Direct performed vs its category over the long term?
Over the long term, Sundaram ELSS Tax Saver Fund Direct has ranked 32 out of 38 funds in the Equity: ELSS - Tax Saver category on a 3-year basis, and 28 out of 33 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of Sundaram ELSS Tax Saver Fund Direct?
The Sharpe ratio of Sundaram ELSS Tax Saver Fund Direct is 0.34 (as of 6 Sep 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of Sundaram ELSS Tax Saver Fund Direct?
The 3Y alpha of Sundaram ELSS Tax Saver Fund Direct is -1.51% (as of 6 Sep 2026). Alpha measures the excess return generated by the fund over and above its benchmark NIFTY 500 Total Return Index, after adjusting for risk. A positive alpha means the fund manager has added value beyond what the market delivered. A negative alpha means the fund has underperformed its benchmark on a risk-adjusted basis.
What is the beta of Sundaram ELSS Tax Saver Fund Direct?
The beta of Sundaram ELSS Tax Saver Fund Direct is 0.91 (as of 6 Sep 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark NIFTY 500 Total Return Index. A beta of 1 means the fund moves in line with the market. A beta above 1 means it is more volatile than the market; below 1 means it is less volatile. Sundaram ELSS Tax Saver Fund Direct's beta of 0.91 indicates it is more defensive than its benchmark.
What are the rolling returns of Sundaram ELSS Tax Saver Fund Direct?
The average 1-year and 3-year rolling returns of Sundaram ELSS Tax Saver Fund Direct is 18.26% and 15.89% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.
