27
ELSS (Tax Saver)Avoid
UTI ELSS Tax Saver
UTI · Direct–Growth · rank #32 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-5.3%
-3.2% vs index
3 Years
7.6%
-2.2% vs index
5 Years
7.2%
-2.3% vs index
Since launch
12.8%
Year-by-year performance
2021
+34.4%+3.7% vs index
2022
-2.5%-6.3% vs index
2023
+25.5%-1.0% vs index
2024
+15.1%-0.6% vs index
2025
+5.6%-2.1% vs index
2026
-6.0%-2.4% vs index
Why this score
UTI ELSS Tax Saver scores 27/100 — #32 of 38 ELSS (Tax Saver) fund (Avoid). It stands out for volatility — beating 85% of peers on volatility. The main drag is its 5y return (better than only 7% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
5Y return7.24% · 7th percentile in category
3Y return7.61% · 12th percentile in category
Sharpe ratio0.09 · 14th percentile in category
Volatility12.96 · 85th percentile in category
Alpha-3.03 · 12th percentile in category
Sortino ratio0.12 · 13th percentile in category
Top holdings
1.HDFC Bank Ltd7.58%
2.ICICI Bank Ltd7.31%
3.Kotak Mahindra Bank Ltd4.22%
4.Bharti Airtel Ltd4.16%
5.Axis Bank Ltd3.66%
59 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.