FundLens
47
ELSS (Tax Saver)Hold

Parag Parikh ELSS Tax Saver

Parag Parikh · Direct–Growth · rank #22 of 38 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-9.9%
-5.2% vs index
3 Years
8.4%
-1.0% vs index
5 Years
9.4%
+1.5% vs index
Since launch
17.1%

Year-by-year performance

last entry = YTD
2021
+38.0%
2022
+6.6%
2023
+28.8%
2024
+21.8%
2025
+6.2%
2026
-9.2%

Why this score

Parag Parikh ELSS Tax Saver scores 47/100 — #22 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 23% of peers).

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

3Y return8.41% · 23rd percentile in category
Volatility11.30 · 99th percentile in category
Expense ratio0.65% · 99th percentile in category
Sharpe ratio0.17 · 28th percentile in category
1Y return-9.90% · 1st percentile in category
Sortino ratio0.23 · 29th percentile in category

Top holdings

top 5 = 33.2% of portfolio
1.HDFC Bank Ltd7.57%
2.Bajaj Holdings & Investment Ltd7.05%
3.Power Grid Corporation of India Ltd6.58%
4.Coal India Ltd6.46%
5.Maharashtra Scooters Ltd5.5%

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

Other ELSS (Tax Saver) funds