38
ELSS (Tax Saver)Avoid
Union ELSS Tax Saver
Union · Direct–Growth · rank #27 of 38 by Smart Score
Trailing returns
1 Year
1.4%
+0.8% vs index
3 Years
12.2%
+0.0% vs index
5 Years
12.5%
+0.6% vs index
Since launch
13.3%
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
-0.1%+1.6% vs index
Why this score
Union ELSS Tax Saver scores 38/100 — #27 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 ratio1.67% · 9th percentile in category
3Y return12.24% · 39th percentile in category
Sharpe ratio0.41 · 34th percentile in category
Alpha-1.16 · 33rd percentile in category
Fund size856.82 Cr · 33rd percentile in category
Sortino ratio0.56 · 35th percentile in category