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
-1.0%
-4.0% vs index
3 Years
10.3%
-1.3% vs index
5 Years
9.9%
-0.4% vs index
Since launch
14.4%
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
-3.6%-1.6% 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 19% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
5Y return9.93% · 19th percentile in category
3Y return10.30% · 26th percentile in category
Sharpe ratio0.28 · 23rd percentile in category
Expense ratio1.24% · 25th percentile in category
Sortino ratio0.38 · 24th percentile in category
Alpha-1.94 · 26th percentile in category
Top holdings
1.ICICI Bank Ltd8.42%
2.HDFC Bank Ltd6.65%
3.Axis Bank Ltd4.09%
4.Cholamandalam Investment & Finance Company Ltd3.79%
5.SML Isuzu Ltd3.27%
54 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.