35
ELSS (Tax Saver)Avoid
Union ELSS Tax Saver
Union · Direct–Growth · rank #30 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-4.0%
+0.7% vs index
3 Years
9.4%
+0.1% vs index
5 Years
8.6%
+0.7% vs index
Since launch
12.8%
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
-3.6%+2.4% vs index
Why this score
Union ELSS Tax Saver scores 35/100 — #30 of 38 ELSS (Tax Saver) fund (Avoid). The main drag is its expense ratio (better than only 12% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
Expense ratio1.74% · 12th percentile in category
3Y return9.42% · 36th percentile in category
5Y return8.57% · 37th percentile in category
Sharpe ratio0.21 · 34th percentile in category
Alpha-1.18 · 31st percentile in category
Fund size821.19 Cr · 33rd percentile in category
Top holdings
1.ICICI Bank Ltd7.17%
2.HDFC Bank Ltd4.92%
3.Axis Bank Ltd3.18%
4.Bharti Airtel Ltd3.08%
5.Reliance Industries Ltd2.46%
81 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.