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
-4.9%
-0.2% vs index
3 Years
6.2%
-3.2% vs index
5 Years
5.7%
-2.3% vs index
Since launch
11.3%
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
-6.6%-0.6% 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 return5.65% · 4th percentile in category
3Y return6.19% · 7th percentile in category
Sharpe ratio-0.02 · 4th percentile in category
Fund size44.46 Cr · 1st percentile in category
Sortino ratio-0.03 · 4th percentile in category
Alpha-4.64 · 7th percentile in category
Top holdings
1.HDFC Bank Ltd7.47%
2.ICICI Bank Ltd5.02%
3.Axis Bank Ltd4.06%
4.State Bank of India4.02%
5.Reliance Industries Ltd3.9%
71 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.