43
ELSS (Tax Saver)Avoid
Parag Parikh ELSS Tax Saver
Parag Parikh · Direct–Growth · rank #25 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-10.7%
-8.6% vs index
3 Years
8.3%
-1.5% vs index
5 Years
10.8%
+1.3% vs index
Since launch
17.3%
Year-by-year performance
2021
+38.0%+7.3% vs index
2022
+6.6%+2.8% vs index
2023
+28.8%+2.3% vs index
2024
+21.8%+6.1% vs index
2025
+6.2%-1.5% vs index
2026
-9.2%-5.6% vs index
Why this score
Parag Parikh ELSS Tax Saver scores 43/100 — #25 of 38 ELSS (Tax Saver) fund (Avoid). It stands out for volatility and expense ratio — beating 99% of peers on volatility. The main drag is its 3y return (better than only 18% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
3Y return8.33% · 18th percentile in category
Volatility11.20 · 99th percentile in category
Expense ratio0.65% · 99th percentile in category
Sharpe ratio0.16 · 18th percentile in category
Sortino ratio0.23 · 19th percentile in category
1Y return-10.70% · 1st percentile in category
Top holdings
1.Bajaj Holdings & Investment Ltd7.32%
2.HDFC Bank Ltd7.29%
3.Power Grid Corporation of India Ltd6.41%
4.Coal India Ltd5.88%
5.Maharashtra Scooters Ltd5.76%
42 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.