FundLens
36
ELSS (Tax Saver)Avoid

Union ELSS Tax Saver

Union · Direct–Growth · rank #28 / 38 Smart Score ke hisaab se

Data updated

Union ELSS Tax Saver ka score 36/100 hai — 38 mein #28 ELSS (Tax Saver) fund (Avoid). Kamzori: expense ratio (category mein 9th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
2.3%
+0.1% index ke muqable
3 saal
10.8%
+0.0% index ke muqable
5 saal
10.8%
+0.6% index ke muqable
Launch se
13.2%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
36.6%
2022
2.4%
2023
27.5%
2024
17.9%
2025
5.3%
2026
-0.0%

Risk metrics

Sharpe ratio
0.31
↑ jitna zyada, utna accha
Sortino ratio
0.42
↑ jitna zyada, utna accha
Std deviation
14.05
↓ jitna kam, utna accha
Alpha
-1.20
↑ jitna zyada, utna accha
Beta
0.96
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.