FundLens
8
ELSS (Tax Saver)Avoid

Samco ELSS Tax Saver

Samco · Direct–Growth · rank #38 of 38 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
0.2%
+2.3% vs index
3 Years
5.1%
-4.7% vs index
5 Years
Since launch
9.6%

Year-by-year performance

last entry = YTD
2023
+35.8%
2024
+10.2%
2025
-11.4%
2026
+6.1%

Why this score

Samco ELSS Tax Saver scores 8/100 — #38 of 38 ELSS (Tax Saver) fund (Avoid). The main drag is its 3y return (better than only 1% of peers).

Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.

3Y return5.11% · 1st percentile in category
Sharpe ratio-0.08 · 1st percentile in category
Expense ratio1.94% · 4th percentile in category
Volatility17.79 · 9th percentile in category
Alpha-6.41 · 1st percentile in category
Sortino ratio-0.10 · 1st percentile in category

Top holdings

top 5 = 20% of portfolio
1.R R Kabel Ltd.4.34%
2.Welspun Corp Ltd4.34%
3.Navin Fluorine International Ltd3.95%
4.The Federal Bank Ltd3.82%
5.Ather Energy Ltd.3.59%

35 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other ELSS (Tax Saver) funds