15
ELSS (Tax Saver)Avoid
Shriram ELSS Tax Saver
Shriram · Direct–Growth · rank #37 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-2.6%
-0.5% vs index
3 Years
7.2%
-2.7% vs index
5 Years
6.9%
-2.6% vs index
Since launch
11.7%
Year-by-year performance
2021
+21.0%-9.6% vs index
2022
+4.0%+0.2% vs index
2023
+26.7%+0.1% vs index
2024
+18.7%+3.1% vs index
2025
-4.2%-11.8% vs index
2026
-4.4%-0.8% vs index
Why this score
Shriram ELSS Tax Saver scores 15/100 — #37 of 38 ELSS (Tax Saver) fund (Avoid). The main drag is its 5y return (better than only 4% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
5Y return6.90% · 4th percentile in category
3Y return7.16% · 7th percentile in category
Sharpe ratio0.04 · 7th percentile in category
Fund size47.54 Cr · 1st percentile in category
Alpha-4.16 · 7th percentile in category
Sortino ratio0.06 · 7th percentile in category
Top holdings
1.HDFC Bank Ltd6.99%
2.ICICI Bank Ltd5.17%
3.Reliance Industries Ltd4.9%
4.State Bank of India4.15%
5.Axis Bank Ltd4.02%
71 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.