33
ELSS (Tax Saver)Avoid
LIC MF ELSS Tax Saver
LIC · Direct–Growth · rank #31 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-4.9%
-2.9% vs index
3 Years
9.5%
-0.3% vs index
5 Years
9.3%
-0.2% vs index
Since launch
14.3%
Year-by-year performance
2021
+27.8%-2.8% vs index
2022
-0.5%-4.3% vs index
2023
+27.6%+1.0% vs index
2024
+24.2%+8.6% vs index
2025
+2.0%-5.6% vs index
2026
-4.2%-0.5% vs index
Why this score
LIC MF ELSS Tax Saver scores 33/100 — #31 of 38 ELSS (Tax Saver) fund (Avoid). The main drag is its 5y return (better than only 25% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
5Y return9.29% · 25th percentile in category
3Y return9.50% · 34th percentile in category
Sharpe ratio0.22 · 31st percentile in category
Expense ratio1.28% · 25th percentile in category
Alpha-1.31 · 31st percentile in category
Sortino ratio0.30 · 32nd percentile in category
Top holdings
1.ICICI Bank Ltd8.6%
2.HDFC Bank Ltd6.36%
3.Axis Bank Ltd4.36%
4.Cholamandalam Investment & Finance Company Ltd3.83%
5.State Bank of India3.33%
53 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.