FundLens
68
ELSS (Tax Saver)Buy

Tata ELSS

Tata · Direct–Growth · rank #10 / 38 Smart Score ke hisaab se

Data updated

Tata ELSS ka score 68/100 hai — 38 mein #10 ELSS (Tax Saver) fund (Buy). Mazbooti: 5 saal ka return (category mein 78th percentile) aur 3 saal ka return (category mein 68th percentile). Kamzori: utaar-chadhaav (category mein 31th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
10.4%
+7.6% index ke muqable
3 saal
13.5%
+2.1% index ke muqable
5 saal
13.0%
+2.8% index ke muqable
Launch se
15.4%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
32.1%
2022
7.2%
2023
25.4%
2024
20.8%
2025
6.1%
2026
3.4%

Risk metrics

Sharpe ratio
0.60
↑ jitna zyada, utna accha
Sortino ratio
0.66
↑ jitna zyada, utna accha
Std deviation
15.52
↓ jitna kam, utna accha
Alpha
1.40
↑ jitna zyada, utna accha
Beta
0.98
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.