Sundaram ELSS Tax Saver Fund Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
Sundaram Mutual Fund Equity ELSS
Expense Ratio
1.68%
AUM
₹5.43 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-43.88%
Poor
6 Months
-1.74%
Poor
1 Year
+6.84%
Below Average
3 Years
+14.32%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 14 quarters
AUM Metrics
Key indicators
Current AUM
₹5.43 Cr
Recent Trend
Growing
Stability Score
14.2
Growth Assessment
Declining
Growth Performance
Historical returns
1Y
Annual Growth
-0.69%
3Y
3Y CAGR
+180.31%
5Y
5Y CAGR
N/A
Growth Assessment: Declining
• Temporary outflows - monitor performance
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
13.10%
Annualized standard deviation
Sharpe Ratio
0.435
Poor - Risk-adjusted return
Max Drawdown
-16.70%
Moderate - Worst decline
Consistency
60.6%
Performance consistency
Volatility Breakdown
Daily Volatility
0.83%
Average daily price movement
Annualized Volatility
13.10%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance