FundLens
8
ELSS (Tax Saver)Avoid

Samco ELSS Tax Saver

Samco · Direct–Growth · rank #38 of 38 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-2.0%
+2.7% vs index
3 Years
2.9%
-6.5% vs index
5 Years
—
Since launch
7.8%

Year-by-year performance

last entry = YTD
2023
+35.8%
2024
+10.2%
2025
-11.4%
2026
+0.3%

Why this score

Samco ELSS Tax Saver scores 8/100 — #38 of 38 ELSS (Tax Saver) fund (Avoid). The main drag is its 3y return (better than only 1% of peers).

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

3Y return2.88% · 1st percentile in category
Sharpe ratio-0.20 · 1st percentile in category
Expense ratio2.11% · 1st percentile in category
Sortino ratio-0.27 · 1st percentile in category
Volatility17.93 · 12th percentile in category
Alpha-8.10 · 4th percentile in category

Top holdings

top 5 = 20.7% of portfolio
1.Welspun Corp Ltd5.17%
2.Syrma SGS Technology Ltd4.5%
3.Navin Fluorine International Ltd3.94%
4.The Federal Bank Ltd3.57%
5.Apar Industries Ltd3.47%

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

Other ELSS (Tax Saver) funds