8
ELSS (Tax Saver)Avoid
Samco ELSS Tax Saver
Samco · Direct–Growth · rank #38 of 38 by Smart Score
Data updated
Trailing returns
1 Year
1.7%
-1.3% vs index
3 Years
5.4%
-6.2% vs index
5 Years
—
Since launch
9.3%
Year-by-year performance
2023
+35.8%+9.3% vs index
2024
+10.2%-5.4% vs index
2025
-11.4%-19.1% vs index
2026
+4.5%+6.5% vs index
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 return5.42% · 1st percentile in category
Sharpe ratio-0.07 · 1st percentile in category
Sortino ratio-0.09 · 1st percentile in category
Alpha-7.90 · 4th percentile in category
Volatility17.61 · 15th percentile in category
Expense ratio1.38% · 14th percentile in category
Top holdings
1.Cummins India Ltd4.45%
2.R R Kabel Ltd.3.99%
3.The Federal Bank Ltd3.98%
4.Karur Vysya Bank Ltd3.76%
5.AU Small Finance Bank Ltd3.76%
34 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.