38
ELSS (Tax Saver)Avoid
Union ELSS Tax Saver
Union · Direct–Growth · rank #28 of 38 by Smart Score
Data updated
Trailing returns
1 Year
2.6%
-0.4% vs index
3 Years
11.4%
-0.1% vs index
5 Years
11.0%
+0.6% vs index
Since launch
13.2%
Year-by-year performance
2021
+36.6%+6.0% vs index
2022
+2.4%-1.4% vs index
2023
+27.5%+1.0% vs index
2024
+17.9%+2.3% vs index
2025
+5.3%-2.4% vs index
2026
+0.0%+2.1% vs index
Why this score
Union ELSS Tax Saver scores 38/100 — #28 of 38 ELSS (Tax Saver) fund (Avoid). The main drag is its expense ratio (better than only 9% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
Expense ratio1.68% · 9th percentile in category
3Y return11.45% · 39th percentile in category
Sharpe ratio0.34 · 36th percentile in category
5Y return10.96% · 43rd percentile in category
Fund size861.46 Cr · 33rd percentile in category
Alpha-1.24 · 34th percentile in category
Top holdings
1.ICICI Bank Ltd7.42%
2.HDFC Bank Ltd5.35%
3.Bharti Airtel Ltd3.3%
4.Reliance Industries Ltd2.58%
5.State Bank of India2.43%
78 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.