TickerKhojUnion Mutual Fund · Equity · ELSS (Tax Saver) · Direct plan
Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund - Direct Plan - Growth
₹68.15NAV on 30 Oct 2026Expense ratio 1.71%
29 Oct 2025NAV low 62.86 · high 73.5-7.0%
In plain words
Over 3 years it returned +9.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -18.3%.
On 3-year return it ranks 25 of 37 funds in ELSS (Tax Saver).
A monthly SIP over 10 years ended ₹1,08,783 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.9% | +1.9% |
| 3 months | -4.9% | -5.1% |
| 6 months | -0.9% | -3.2% |
| 1 year | -6.6% | -10.2% |
| 3 years (yearly) | +9.6% | +7.4% |
| 5 years (yearly) | +8.9% | +6.5% |
| 10 years (yearly) | +12.3% | +11.3% |
| Since start (yearly) | +12.6% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,710 | -5.8% |
| 3 years | ₹3,60,000 | ₹3,72,265 | +2.1% |
| 5 years | ₹5,90,000 | ₹7,20,624 | +7.8% |
| 10 years | ₹11,90,000 | ₹23,19,659 | +12.8% |
Other plan of this fund: Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund - Regular Plan - Growth