FundLens
66
ELSS (Tax Saver)Buy

Tata ELSS

Tata · Direct–Growth · rank #10 of 38 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
5.0%
+4.4% vs index
3 Years
14.2%
+2.0% vs index
5 Years
14.2%
+2.2% vs index
Since launch
15.4%

Year-by-year performance

last entry = YTD
2021
+32.1%
2022
+7.2%
2023
+25.4%
2024
+20.8%
2025
+6.1%
2026
+1.3%

Why this score

Tata ELSS scores 66/100 — #10 of 38 ELSS (Tax Saver) fund (Buy). It stands out for 5y return and expense ratio — beating 78% of peers on 5y return. It has no major weak spot vs the category.

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

5Y return14.15% · 78th percentile in category
Expense ratio0.87% · 86th percentile in category
1Y return4.96% · 93rd percentile in category
3Y return14.24% · 61st percentile in category
Sharpe ratio0.54 · 59th percentile in category
Sortino ratio0.73 · 64th percentile in category

Other ELSS (Tax Saver) funds