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Sundaram ELSS Tax Saver Fund - Regular (G) Equity - Tax Planning
INVEST

Plan: OPEN | Option: Growth | S Bharath

12 Dec 25 | 12:00 AM

525.81 3.16 (0.60%)

  • Outperforms

    3.18%

    Return (1Y)

    beaten Nifty 500 TRI by 0.13%

  • Less Volatile

    0.74%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.24%

  • Not so consistent

    6/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Scheme Trivia

  • Principal Tax Saving Fund fund has been given the 10th best Risk adjusted performance for the past 5Y in the Equity - Tax Planning category

  • Principal Tax Saving Fund fund has been given the 10th best Risk adjusted performance for the past 3Y in the Equity - Tax Planning category

  • Principal Tax Saving Fund fund has been given the 10th best Risk adjusted performance for the past 1Y in the Equity - Tax Planning category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Sundaram ELSS Tax Saver Fund - Regular (G), has beaten by 0.13% (CAGR difference)

3.18%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

13 Dec 2024

Risk

In last 1 year , the volatility of Sundaram ELSS Tax Saver Fund - Regular (G) is Lower than by -0.24%

0.74%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It beaten its benchmark, Equity - Tax Planning

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition