69
ELSS (Tax Saver)Buy
Tata ELSS
Tata · Direct–Growth · rank #10 of 38 by Smart Score
Data updated
Trailing returns
1 Year
5.3%
+7.4% vs index
3 Years
12.5%
+2.7% vs index
5 Years
12.3%
+2.8% vs index
Since launch
15.2%
Year-by-year performance
2021
+32.1%+1.4% vs index
2022
+7.2%+3.4% vs index
2023
+25.4%-1.1% vs index
2024
+20.8%+5.2% vs index
2025
+6.1%-1.6% vs index
2026
+2.1%+5.7% vs index
Why this score
Tata ELSS scores 69/100 — #10 of 38 ELSS (Tax Saver) fund (Buy). It stands out for 5y return and 3y return — beating 78% of peers on 5y return. The main drag is its volatility (better than only 28% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
5Y return12.32% · 78th percentile in category
3Y return12.52% · 74th percentile in category
Expense ratio0.89% · 86th percentile in category
Sharpe ratio0.61 · 69th percentile in category
Volatility15.52 · 28th percentile in category
1Y return5.29% · 91st percentile in category
Top holdings
1.Bharti Airtel Ltd5.44%
2.ICICI Bank Ltd5.02%
3.HDFC Bank Ltd4.79%
4.State Bank of India4.56%
5.Reliance Industries Ltd3.63%
60 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.