66
ELSS (Tax Saver)Buy
Tata ELSS Tax Saver
Tata · Direct–Growth · rank #11 of 38 by Smart Score
Data updated
Trailing returns
1 Year
1.1%
+5.5% vs index
3 Years
11.3%
+2.2% vs index
5 Years
10.4%
+2.5% vs index
Since launch
14.7%
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
-2.6%+4.2% vs index
Why this score
Tata ELSS Tax Saver scores 66/100 — #11 of 38 ELSS (Tax Saver) fund (Buy). It stands out for 5y return and 3y return — beating 69% 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 return10.44% · 69th percentile in category
3Y return11.30% · 66th percentile in category
Expense ratio0.88% · 86th percentile in category
Volatility16.12 · 26th percentile in category
Sharpe ratio0.43 · 69th percentile in category
1Y return1.07% · 86th percentile in category
Top holdings
1.Bharti Airtel Ltd5.66%
2.HDFC Bank Ltd5.14%
3.ICICI Bank Ltd4.89%
4.State Bank of India4.42%
5.Reliance Industries Ltd3.62%
62 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.