26
ELSS (Tax Saver)Avoid
UTI ELSS Tax Saver
UTI · Direct–Growth · rank #32 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-6.4%
-1.7% vs index
3 Years
7.6%
-1.7% vs index
5 Years
6.2%
-1.7% vs index
Since launch
12.7%
Year-by-year performance
2021
+34.4%+3.7% vs index
2022
-2.5%-6.3% vs index
2023
+25.5%-1.0% vs index
2024
+15.1%-0.6% vs index
2025
+5.6%-2.1% vs index
2026
-7.2%-1.2% vs index
Why this score
UTI ELSS Tax Saver scores 26/100 — #32 of 38 ELSS (Tax Saver) fund (Avoid). It stands out for volatility — beating 85% of peers on volatility. The main drag is its 5y return (better than only 7% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
5Y return6.17% · 7th percentile in category
3Y return7.64% · 15th percentile in category
Sharpe ratio0.09 · 12th percentile in category
Volatility13.08 · 85th percentile in category
Sortino ratio0.12 · 13th percentile in category
Alpha-2.58 · 15th percentile in category
Top holdings
1.HDFC Bank Ltd8.11%
2.ICICI Bank Ltd7.11%
3.Kotak Mahindra Bank Ltd4.49%
4.Bharti Airtel Ltd4.32%
5.Axis Bank Ltd3.7%
60 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.