• 1 Year Returns: -4.77%
• 3 Year Returns: 9.56%
• 5 Year Returns: 16.45%

• Private Banks | 26.23%
• Construction & Engineering | 6.91%
• Others | 6.58%
• Oil & Gas - Refining & Marketing | 6.23%
• IT Services & Consulting | 5.63%

• HDFC Bank Ltd | 9.24%
• ICICI Bank Ltd | 7.64%
• TREPS | 4.78%
• Reliance Industries Ltd | 4.67%
• Axis Bank Ltd | 3.78%

• Equity | 89.47%
• Cash & Equivalents | 4.83%
• Mutual Funds | 3.59%
• Rights | 2.12%

The alpha ratio for the Sundaram ELSS Tax Saver Fund-Reg(IDCW) is 4.64

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Sundaram ELSS Tax Saver Fund-Reg(IDCW) is 13.24

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Sundaram ELSS Tax Saver Fund-Reg(IDCW) is 0.01

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Sundaram ELSS Tax Saver Fund-Reg(IDCW) is 0.00

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.