What is the 5-year rolling return of Tata ELSS Fund?

Across 1,729 overlapping 5-year holding periods between 14 October 2014 and 16 October 2026, the Direct plan of Tata ELSS Fund returned an average of 15.57% a year, with a median of 15.32%. The best 5-year stretch returned 28.53% a year and the worst returned 2.12%.

Has Tata ELSS Fund ever lost money over 5 years?

No. Every one of the 1,729 5-year holding periods in this fund's history ended in profit. The weakest returned 2.12% a year, for someone who invested on 23 March 2015. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Tata ELSS Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 15.57% a year on the Direct plan against 14.12% on the Regular plan, a difference of 1.45% a year.

What is the 1-year rolling return of Tata ELSS Fund?

Across 2,713 overlapping 1-year holding periods between 14 October 2014 and 16 October 2026, the Direct plan of Tata ELSS Fund returned an average of 15.90% a year, with a median of 12.50%. The best 1-year stretch returned 91.23% a year and the worst returned -27.17%.

What is the 3-year rolling return of Tata ELSS Fund?

Across 2,222 overlapping 3-year holding periods between 14 October 2014 and 16 October 2026, the Direct plan of Tata ELSS Fund returned an average of 15.78% a year, with a median of 16.27%. The best 3-year stretch returned 32.63% a year and the worst returned -3.59%.

What is the 7-year rolling return of Tata ELSS Fund?

Across 1,233 overlapping 7-year holding periods between 14 October 2014 and 16 October 2026, the Direct plan of Tata ELSS Fund returned an average of 15.52% a year, with a median of 15.44%. The best 7-year stretch returned 18.39% a year and the worst returned 12.75%.

What is the 10-year rolling return of Tata ELSS Fund?

Across 495 overlapping 10-year holding periods between 14 October 2014 and 16 October 2026, the Direct plan of Tata ELSS Fund returned an average of 15.41% a year, with a median of 15.44%. The best 10-year stretch returned 18.15% a year and the worst returned 13.42%.

Tata Mutual Fund

Tata ELSS Fund — rolling returns

ELSS · NAV data as of 16 October 2026

2,956 daily NAV records since 14 October 2014

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 1,729 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

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Index or category average

Direct plan · showing data from 14 October 2014 to 16 October 2026

Average rolling return

15.57%

Windows computed

1,729

Median return

15.32%

Standard deviation

4.27%

Best 5-year window

28.53%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

2.12%a year

Invested 23 Mar 2015 · exited 23 Mar 2020

Consistency — share of 5-year windows

Above 0%: 100.0% (1,729 of 1,729)
Above 8%: 96.6% (1,670 of 1,729)
Above 12%: 81.4% (1,408 of 1,729)
Above 15%: 53.1% (918 of 1,729)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 347 of 1,729 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Tata ELSS Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	15.90%	15.78%	15.57%	15.52%	15.41%
Median	12.50%	16.27%	15.32%	15.44%	15.44%
Minimum	-27.17%	-3.59%	2.12%	12.75%	13.42%
Maximum	91.23%	32.63%	28.53%	18.39%	18.15%
Std deviation	16.78%	5.70%	4.27%	1.14%	0.89%
Consistency
Above 0%	87.14%	98.47%	100.00%	100.00%	100.00%
Above 8%	64.80%	90.10%	96.59%	100.00%	100.00%
Above 12%	51.57%	82.49%	81.43%	100.00%	100.00%
Above 15%	44.27%	63.50%	53.09%	64.23%	69.09%
Coverage
Windows computed	2,713	2,222	1,729	1,233	495

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.45% a year more than Regular.

5-year rolling returns for Tata ELSS - Tax Saver Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	15.57%	14.12%
Best window	28.53%from 23 Mar 2020	26.97%from 23 Mar 2020
Worst window	2.12%from 23 Mar 2015	0.90%from 23 Mar 2015
Windows computed	1,729	1,729

Common questions about Tata ELSS Fund

What is the 5-year rolling return of Tata ELSS Fund?: Across 1,729 overlapping 5-year holding periods between 14 October 2014 and 16 October 2026, the Direct plan of Tata ELSS Fund returned an average of 15.57% a year, with a median of 15.32%. The best 5-year stretch returned 28.53% a year and the worst returned 2.12%.
Has Tata ELSS Fund ever lost money over 5 years?: No. Every one of the 1,729 5-year holding periods in this fund's history ended in profit. The weakest returned 2.12% a year, for someone who invested on 23 March 2015. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Tata ELSS Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 15.57% a year on the Direct plan against 14.12% on the Regular plan, a difference of 1.45% a year.
What is the 1-year rolling return of Tata ELSS Fund?: Across 2,713 overlapping 1-year holding periods between 14 October 2014 and 16 October 2026, the Direct plan of Tata ELSS Fund returned an average of 15.90% a year, with a median of 12.50%. The best 1-year stretch returned 91.23% a year and the worst returned -27.17%.
What is the 3-year rolling return of Tata ELSS Fund?: Across 2,222 overlapping 3-year holding periods between 14 October 2014 and 16 October 2026, the Direct plan of Tata ELSS Fund returned an average of 15.78% a year, with a median of 16.27%. The best 3-year stretch returned 32.63% a year and the worst returned -3.59%.
What is the 7-year rolling return of Tata ELSS Fund?: Across 1,233 overlapping 7-year holding periods between 14 October 2014 and 16 October 2026, the Direct plan of Tata ELSS Fund returned an average of 15.52% a year, with a median of 15.44%. The best 7-year stretch returned 18.39% a year and the worst returned 12.75%.
What is the 10-year rolling return of Tata ELSS Fund?: Across 495 overlapping 10-year holding periods between 14 October 2014 and 16 October 2026, the Direct plan of Tata ELSS Fund returned an average of 15.41% a year, with a median of 15.44%. The best 10-year stretch returned 18.15% a year and the worst returned 13.42%.

Compare with other funds

Other ELSS funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.