67
ELSS (Tax Saver)Buy
Tata ELSS
Tata · Direct–Growth · rank #11 of 38 by Smart Score
Data updated
Trailing returns
1 Year
10.5%
+7.5% vs index
3 Years
13.7%
+2.1% vs index
5 Years
13.1%
+2.7% vs index
Since launch
15.4%
Year-by-year performance
2021
+32.1%+1.4% vs index
2022
+7.2%+3.4% vs index
2023
+25.4%-1.1% vs index
2024
+20.8%+5.2% vs index
2025
+6.1%-1.6% vs index
2026
+3.2%+5.3% vs index
Why this score
Tata ELSS scores 67/100 — #11 of 38 ELSS (Tax Saver) fund (Buy). It stands out for 5y return and 3y return — beating 78% of peers on 5y return. The main drag is its volatility (better than only 26% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
5Y return13.09% · 78th percentile in category
3Y return13.69% · 66th percentile in category
Expense ratio0.90% · 82nd percentile in category
Volatility15.85 · 26th percentile in category
Sharpe ratio0.67 · 69th percentile in category
1Y return10.54% · 93rd percentile in category
Top holdings
1.Bharti Airtel Ltd6.03%
2.HDFC Bank Ltd5.15%
3.ICICI Bank Ltd5.04%
4.State Bank of India4.49%
5.Reliance Industries Ltd3.79%
63 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.