FundLens
72
ELSS (Tax Saver)Buy

ITI ELSS Tax Saver

ITI · Direct–Growth · rank #6 of 38 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-0.1%
+4.6% vs index
3 Years
14.6%
+5.2% vs index
5 Years
11.2%
+3.2% vs index
Since launch
15.6%

Year-by-year performance

last entry = YTD
2021
+21.6%
2022
+4.6%
2023
+39.1%
2024
+24.5%
2025
+4.5%
2026
-0.3%

Why this score

ITI ELSS Tax Saver scores 72/100 — #6 of 38 ELSS (Tax Saver) fund (Buy). It stands out for 3y return and 5y return — beating 88% of peers on 3y return. The main drag is its volatility (better than only 4% of peers).

Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.

3Y return14.57% · 88th percentile in category
5Y return11.15% · 81st percentile in category
Volatility20.24 · 4th percentile in category
Sharpe ratio0.58 · 88th percentile in category
Alpha5.05 · 93rd percentile in category
Expense ratio0.90% · 83rd percentile in category

Top holdings

top 5 = 13.7% of portfolio
1.TVS Motor Company Ltd2.9%
2.Cholamandalam Investment & Finance Company Ltd2.8%
3.Sansera Engineering Ltd2.8%
4.Welspun Corp Ltd2.65%
5.Bajaj Finance Ltd2.54%

71 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.

Other ELSS (Tax Saver) funds