UTI ELSS Tax Saver Fund
Direct · Growth ₹218.16
05 Jun 2026
NAV
14.3%
3Y CAGR
14.3%
5Y CAGR
14.2%
10Y CAGR
14.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.68
Sharpe
-35.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.67 L | 16.8% | -50.9% | 93.3% |
| 3 Years | ₹36.00 L | ₹43.90 L | 14.1% | -18.6% | 37.3% |
| 5 Years | ₹60.00 L | ₹86.10 L | 14.1% | -6.9% | 25.2% |
| 7 Years | ₹84.00 L | ₹1.42 Cr | 14.4% | -0.5% | 21.3% |
| 10 Years | ₹1.20 Cr | ₹2.54 Cr | 14.5% | 11.0% | 18.0% |
| 12 Years | ₹1.44 Cr | ₹3.52 Cr | 14.0% | 11.1% | 16.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 16.8% | 14.6% | 17.1% | +2.2% |
| 3 Years | 14.1% | 11.2% | 15.2% | +2.9% |
| 5 Years | 14.1% | 10.5% | 16.4% | +3.6% |
| 7 Years | 14.4% | 10.6% | 15.7% | +3.8% |
| 10 Years | 14.5% | 11.5% | 16.1% | +3.0% |
| 12 Years | 14.0% | 11.4% | 15.6% | +2.6% |