29
ELSS (Tax Saver)Avoid
LIC MF ELSS Tax Saver
LIC · Direct–Growth · rank #31 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-6.8%
-2.1% vs index
3 Years
8.7%
-0.7% vs index
5 Years
7.8%
-0.2% vs index
Since launch
14.0%
Year-by-year performance
2021
+27.8%-2.8% vs index
2022
-0.5%-4.3% vs index
2023
+27.6%+1.0% vs index
2024
+24.2%+8.6% vs index
2025
+2.0%-5.6% vs index
2026
-6.8%-0.8% vs index
Why this score
LIC MF ELSS Tax Saver scores 29/100 — #31 of 38 ELSS (Tax Saver) fund (Avoid). The main drag is its 5y return (better than only 22% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
5Y return7.75% · 22nd percentile in category
3Y return8.67% · 28th percentile in category
Sharpe ratio0.16 · 24th percentile in category
Expense ratio1.29% · 20th percentile in category
Alpha-1.71 · 23rd percentile in category
Sortino ratio0.21 · 24th percentile in category
Top holdings
1.ICICI Bank Ltd8.21%
2.HDFC Bank Ltd4.94%
3.Axis Bank Ltd4.32%
4.SML Isuzu Ltd4.01%
5.Cholamandalam Investment & Finance Company Ltd3.51%
54 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.