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
9.1%
+6.1% vs index
3 Years
17.8%
+6.3% vs index
5 Years
13.8%
+3.4% vs index
Since launch
16.8%

Year-by-year performance

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

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 96% 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 return17.83% · 96th percentile in category
5Y return13.81% · 84th percentile in category
Volatility19.98 · 4th percentile in category
Sortino ratio0.88 · 93rd percentile in category
Expense ratio0.88% · 86th percentile in category
Sharpe ratio0.69 · 73rd percentile in category

Top holdings

top 5 = 15.2% of portfolio
1.HDFC Bank Ltd3.54%
2.Cholamandalam Investment & Finance Company Ltd3.13%
3.TVS Motor Company Ltd2.97%
4.Bajaj Finance Ltd2.96%
5.Axis Bank Ltd2.63%

67 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other ELSS (Tax Saver) funds