FundLens
47
ELSS (Tax Saver)Hold

Parag Parikh ELSS Tax Saver

Parag Parikh · Direct–Growth · rank #25 of 38 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-6.3%
-9.3% vs index
3 Years
10.1%
-1.4% vs index
5 Years
11.9%
+1.5% vs index
Since launch
17.6%

Year-by-year performance

last entry = YTD
2021
+38.0%
2022
+6.6%
2023
+28.8%
2024
+21.8%
2025
+6.2%
2026
-8.1%

Why this score

Parag Parikh ELSS Tax Saver scores 47/100 — #25 of 38 ELSS (Tax Saver) fund (Hold). It stands out for volatility and expense ratio — beating 99% of peers on volatility. The main drag is its 3y return (better than only 20% of peers).

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

3Y return10.14% · 20th percentile in category
Volatility11.21 · 99th percentile in category
Expense ratio0.67% · 99th percentile in category
Sharpe ratio0.29 · 26th percentile in category
1Y return-6.30% · 1st percentile in category
Sortino ratio0.40 · 28th percentile in category

Top holdings

top 5 = 32.8% of portfolio
1.HDFC Bank Ltd7.58%
2.Bajaj Holdings & Investment Ltd7.02%
3.Power Grid Corporation of India Ltd6.81%
4.Coal India Ltd5.97%
5.Maharashtra Scooters Ltd5.39%

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

Other ELSS (Tax Saver) funds