16
ELSS (Tax Saver)Avoid
Shriram ELSS Tax Saver
Shriram · Direct–Growth · rank #36 of 38 by Smart Score
Data updated
Trailing returns
1 Year
2.0%
-1.1% vs index
3 Years
8.5%
-3.0% vs index
5 Years
7.8%
-2.5% vs index
Since launch
12.0%
Year-by-year performance
2021
+21.0%-9.6% vs index
2022
+4.0%+0.2% vs index
2023
+26.7%+0.1% vs index
2024
+18.7%+3.1% vs index
2025
-4.2%-11.8% vs index
2026
-3.1%-1.0% vs index
Why this score
Shriram ELSS Tax Saver scores 16/100 — #36 of 38 ELSS (Tax Saver) fund (Avoid). The main drag is its 5y return (better than only 4% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
5Y return7.84% · 4th percentile in category
3Y return8.53% · 7th percentile in category
Sharpe ratio0.11 · 5th percentile in category
Fund size48.02 Cr · 1st percentile in category
Alpha-4.73 · 7th percentile in category
Sortino ratio0.15 · 7th percentile in category
Top holdings
1.HDFC Bank Ltd7.3%
2.ICICI Bank Ltd5.05%
3.Reliance Industries Ltd4.97%
4.State Bank of India3.98%
5.Bharti Airtel Ltd3.93%
71 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.