Hdfc Taxsaver is the top ranked fund in the ELSS (Tax Saving) Fund category. The category has total 35 funds. The 5 star rating shows an excellent past performance of the Hdfc Taxsaver in ELSS (Tax Saving) Fund. The fund has a Jensen Alpha of 8.93% which is higher than the category average of 0.91%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.04 which is higher than the category average of 0.47. Read Full Review
In the ELSS (Tax Saving) Fund category, Sbi Long Term Equity Fund is the second ranked fund. The category has total 35 funds. The 5 star rating shows an excellent past performance of the Sbi Long Term Equity Fund in ELSS (Tax Saving) Fund. The fund has a Jensen Alpha of 9.57% which is higher than the category average of 0.91%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.04 which is higher than the category average of 0.47. Read Full Review
Parag Parikh ELSS Tax Saver Fund is the third ranked fund in the ELSS (Tax Saving) Fund category. The category has total 35 funds. The Parag Parikh ELSS Tax Saver Fund has shown an excellent past performence in ELSS (Tax Saving) Fund. The fund has a Jensen Alpha of 7.68% which is higher than the category average of 0.91%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.91 which is higher than the category average of 0.47. Read Full Review
DSP ELSS Tax Saver Fund is the 4th ranked fund in the ELSS (Tax Saving) Fund category. The category has total 35 funds. The DSP ELSS Tax Saver Fund has shown an excellent past performence in ELSS (Tax Saving) Fund. The fund has a Jensen Alpha of 4.13% which is higher than the category average of 0.91%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.69 which is higher than the category average of 0.47. Read Full Review
Quantum ELSS Tax Saver Fund is the 5th ranked fund in the ELSS (Tax Saving) Fund category. The category has total 35 funds. The Quantum ELSS Tax Saver Fund has shown an excellent past performence in ELSS (Tax Saving) Fund. The fund has a Jensen Alpha of 4.46% which is higher than the category average of 0.91%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.69 which is higher than the category average of 0.47. Read Full Review
Taurus ELSS tax saver fund is the 6th ranked fund in the ELSS (Tax Saving) Fund category. The category has total 35 funds. The 5 star rating shows an excellent past performance of the Taurus ELSS tax saver fund in ELSS (Tax Saving) Fund. The fund has a Jensen Alpha of 4.88% which is higher than the category average of 0.91%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.67 which is higher than the category average of 0.47. Read Full Review
In the ELSS (Tax Saving) Fund category, Franklin India ELSS Tax Saver Fund is the 7th ranked fund. The category has total 35 funds. The Franklin India ELSS Tax Saver Fund has shown an excellent past performence in ELSS (Tax Saving) Fund. The fund has a Jensen Alpha of 3.83% which is higher than the category average of 0.91%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.68 which is higher than the category average of 0.47. Read Full Review
Motilal Oswal ELSS Tax Saver Fund is the 8th ranked fund in the ELSS (Tax Saving) Fund category. The category has total 35 funds. The Motilal Oswal ELSS Tax Saver Fund has shown an excellent past performence in ELSS (Tax Saving) Fund. The fund has a Jensen Alpha of 5.77% which is higher than the category average of 0.91%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.72 which is higher than the category average of 0.47. Read Full Review
LIC MF ELSS Tax Saver is the 9th ranked fund in the ELSS (Tax Saving) Fund category. The category has total 35 funds. The 4 star rating shows a very good past performance of the LIC MF ELSS Tax Saver in ELSS (Tax Saving) Fund. The fund has a Jensen Alpha of 1.06% which is higher than the category average of 0.91%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.45 which is lower than the category average of 0.47. Read Full Review
In the ELSS (Tax Saving) Fund category, Hsbc Tax Saver Equity Fund is the 10th ranked fund. The category has total 35 funds. The 4 star rating shows a very good past performance of the Hsbc Tax Saver Equity Fund in ELSS (Tax Saving) Fund. The fund has a Jensen Alpha of 0.88% which is lower than the category average of 0.91%, showing poor performance. The fund has a Sharpe Ratio of 0.47 which is lower than the category average of 0.47. Read Full Review
| Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
13.56% | 23.53% | 28.58% | 14.41% | 13.06% | 14.24% | 24.29% | 29.36% | 15.11% | 13.77% | 12.56% | -12.96% | -14.39% | 8.93% | 0.83 | 0.57 | 1.04 | |
| 2 | |
8.44% | 25.33% | 29.01% | 16.35% | 13.97% | 9.15% | 26.16% | 29.84% | 17.11% | 14.71% | 14.55% | -15.39% | -14.86% | 9.57% | 0.95 | 0.56 | 1.04 | |
| 3 | |
12.87% | 18.75% | 27.19% | % | % | 14.11% | 20.15% | 28.73% | % | % | 10.64% | -9.56% | -15.29% | 7.68% | 0.66 | 0.46 | 0.91 | |
| 4 | |
14.67% | 20.67% | 27.18% | 16.19% | 15.63% | 15.72% | 21.80% | 28.38% | 17.29% | 16.72% | 14.61% | -15.91% | -16.97% | 4.13% | 0.96 | 0.38 | 0.69 | |
| 5 | |
8.94% | 18.18% | 24.19% | 12.19% | % | 10.14% | 19.19% | 25.07% | 12.88% | 12.70% | 12.61% | -12.22% | -14.28% | 4.46% | 0.82 | 0.36 | 0.69 | |
| 6 | |
7.85% | 17.50% | 21.39% | 11.97% | 12.41% | 8.47% | 18.25% | 22.20% | 12.73% | 13.30% | 12.37% | -12.19% | -15.39% | 4.88% | 0.75 | 0.34 | 0.67 | |
| 7 | |
10.10% | 20.83% | 27.93% | 14.07% | 13.06% | 10.97% | 21.82% | 29.00% | 15.08% | 14.09% | 14.19% | -15.81% | -18.53% | 3.83% | 0.94 | 0.34 | 0.68 | |
| 8 | |
6.46% | 24.44% | 26.52% | 14.03% | 15.96% | 7.72% | 25.95% | 28.11% | 15.47% | 17.48% | 19.28% | -25.67% | -26.44% | 5.77% | 1.14 | 0.33 | 0.72 | |
| 9 | |
12.26% | 16.78% | 21.80% | 11.88% | 11.34% | 13.65% | 18.11% | 23.24% | 13.19% | 12.57% | 14.45% | -15.05% | -18.01% | 1.06% | 0.89 | 0.24 | 0.45 | |
| 10 | |
13.46% | 19.24% | 24.65% | 12.55% | 12.80% | 14.45% | 20.45% | 26.04% | 13.77% | 13.90% | 15.71% | -17.31% | -19.18% | 0.88% | 0.98 | 0.23 | 0.47 | |
| 11 | |
5.40% | 19.94% | 26.52% | 15.07% | 14.43% | 6.68% | 21.25% | 27.74% | 16.11% | 15.74% | 16.16% | -20.02% | -20.45% | 2.26% | 1.01 | 0.29 | 0.56 | |
| 12 | |
10.22% | 16.90% | 24.23% | 13.67% | 12.64% | 10.92% | 17.65% | 25.07% | 14.48% | 13.60% | 13.69% | -16.33% | -17.68% | 0.64% | 0.88 | 0.23 | 0.43 | |
| 13 | |
8.11% | 18.24% | % | % | % | 9.42% | 19.68% | % | % | % | 15.02% | -16.83% | -16.77% | 0.75% | 0.96 | 0.25 | 0.47 | |
| 14 | |
6.83% | 18.32% | 25.92% | 10.38% | 9.87% | 7.55% | 19.14% | 26.80% | 11.17% | 10.70% | 15.07% | -18.85% | -17.22% | 0.89% | 1.00 | 0.27 | 0.50 | |
| 15 | |
8.68% | 16.20% | 25.11% | 15.35% | % | 9.73% | 17.41% | 26.59% | 16.82% | % | 13.96% | -16.53% | -17.05% | -0.13% | 0.93 | 0.21 | 0.41 | |
| 16 | |
0.76% | 20.08% | 22.27% | % | % | 2.57% | 22.33% | 24.72% | % | % | 15.50% | -22.29% | -24.68% | 3.88% | 1.00 | 0.33 | 0.67 | |
| 17 | |
7.46% | 16.34% | % | % | % | 8.04% | 17.00% | % | % | % | 13.23% | -15.01% | -16.12% | 0.42% | 0.87 | 0.22 | 0.42 | |
| 18 | |
9.81% | 16.75% | 22.88% | 12.86% | 13.73% | 11.04% | 18.10% | 24.38% | 14.30% | 15.13% | 14.82% | -17.92% | -17.31% | -0.49% | 0.97 | 0.22 | 0.40 | |
| 19 | |
11.11% | 13.86% | 23.48% | 12.87% | % | 12.83% | 15.57% | 25.20% | 14.54% | % | 13.14% | -14.08% | -16.10% | -1.52% | 0.84 | 0.14 | 0.26 | |
| 20 | |
8.46% | 16.53% | 22.25% | 11.71% | 11.18% | 10.22% | 18.48% | 24.31% | 13.60% | 12.79% | 14.51% | -17.95% | -17.07% | -0.61% | 0.95 | 0.20 | 0.39 | |
| 21 | |
8.74% | 16.13% | 22.96% | 15.37% | 13.72% | 9.99% | 17.54% | 24.46% | 16.67% | 14.85% | 14.12% | -17.73% | -16.30% | -0.91% | 0.93 | 0.19 | 0.36 | |
| 22 | |
5.14% | 15.69% | 23.36% | 13.84% | 11.34% | 6.11% | 16.73% | 24.33% | 14.62% | 12.17% | 13.73% | -17.47% | -18.34% | 0.25% | 0.90 | 0.21 | 0.42 | |
| 23 | |
6.66% | 16.03% | 23.66% | 12.50% | % | 8.34% | 17.94% | 25.71% | 14.43% | % | 13.98% | -16.11% | -17.51% | -0.97% | 0.92 | 0.19 | 0.35 | |
| 24 | |
7.83% | 14.89% | 22.56% | 10.23% | 11.31% | 8.41% | 15.54% | 23.22% | 10.79% | 11.85% | 13.22% | -14.97% | -16.04% | -0.89% | 0.87 | 0.18 | 0.33 | |
| 25 | |
4.08% | 17.23% | 24.10% | 14.76% | 13.61% | 5.29% | 18.69% | 25.70% | 16.20% | 15.09% | 14.27% | -19.19% | -20.47% | 0.63% | 0.92 | 0.22 | 0.45 | |
| 26 | |
4.18% | 15.93% | 28.05% | 13.32% | 13.67% | 5.33% | 17.26% | 29.51% | 14.63% | 14.98% | 13.47% | -16.72% | -19.57% | 0.19% | 0.89 | 0.21 | 0.41 | |
| 27 | |
7.52% | 13.42% | 15.57% | 8.20% | 10.03% | 8.26% | 14.27% | 16.52% | 9.15% | 11.02% | 13.80% | -17.83% | -16.28% | -2.32% | 0.92 | 0.14 | 0.26 | |
| 28 | |
8.81% | 17.10% | 21.67% | 12.74% | 13.03% | 10.05% | 18.48% | 23.15% | 14.16% | 14.59% | 15.59% | -18.52% | -21.47% | -1.71% | 1.00 | 0.17 | 0.33 | |
| 29 | |
8.20% | 13.62% | 17.81% | 11.21% | 11.62% | 8.99% | 14.49% | 18.76% | 12.14% | 12.64% | 16.31% | -15.89% | -22.63% | -4.86% | 1.01 | 0.10 | 0.14 | |
| 30 | |
7.72% | 14.31% | 21.71% | 12.05% | 11.72% | 8.78% | 15.47% | 22.92% | 13.14% | 12.80% | 14.53% | -18.07% | -18.28% | -2.74% | 0.94 | 0.14 | 0.24 | |
| 31 | |
-3.27% | 18.12% | 24.81% | 14.28% | 14.76% | -2.17% | 19.44% | 26.18% | 15.55% | 16.17% | 17.59% | -23.77% | -23.08% | -0.08% | 1.11 | 0.24 | 0.46 | |
| 32 | |
5.60% | 13.55% | 19.52% | 10.18% | % | 7.61% | 15.74% | 21.82% | 12.23% | % | 14.16% | -18.10% | -18.75% | -3.16% | 0.93 | 0.12 | 0.20 | |
| 33 | |
1.44% | 14.05% | 18.39% | 9.20% | % | 3.20% | 15.93% | 20.77% | 11.08% | % | 14.85% | -19.66% | -20.19% | -2.17% | 0.96 | 0.15 | 0.29 | |
| 34 | |
-6.76% | 15.79% | 33.31% | 20.53% | 19.30% | -5.74% | 17.22% | 35.37% | 22.25% | 20.54% | 17.66% | -25.37% | -21.34% | -2.51% | 1.11 | 0.18 | 0.33 | |
| 35 | |
-4.61% | 11.34% | 15.95% | % | % | -3.04% | 13.24% | 17.99% | % | % | 15.93% | -23.22% | -23.62% | -4.12% | 0.97 | 0.10 | 0.16 |
Return Calculated On: 09 May 2025 | Ratios Calculated On: 28 March 2025
Performance Indicators
As On: 09 May 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life ELSS Tax Saver Fund |
-0.95
|
-1.56
|
6.57
|
1.95
|
-4.11
|
7.52
|
13.42
|
15.57
|
8.20
|
10.03
|
11.33
|
| Baroda BNP Paribas ELSS Tax Saver Fund |
-0.76
|
-2.01
|
5.38
|
-0.63
|
-5.67
|
8.11
|
18.24
|
|
|
|
|
| Bank of India ELSS Tax Saver |
-0.39
|
-1.91
|
5.81
|
-1.69
|
-11.65
|
-3.27
|
18.12
|
24.81
|
14.28
|
14.76
|
13.20
|
| Canara Robeco ELSS TAX Tax Saver Fund |
-0.70
|
-0.95
|
6.72
|
1.18
|
-4.74
|
8.74
|
16.13
|
22.96
|
15.37
|
13.72
|
13.68
|
| NJ Elss Tax Saver Scheme |
0.30
|
0.15
|
6.59
|
-1.24
|
-7.43
|
4.70
|
|
|
|
|
|
| Whiteoak Capital Elss Tax Saver Fund |
-0.77
|
-0.98
|
6.42
|
0.74
|
-4.01
|
14.11
|
|
|
|
|
|
| Samco Elss Tax Saver Fund |
0.00
|
-0.41
|
9.37
|
-0.99
|
-16.76
|
-8.66
|
|
|
|
|
|
| DSP ELSS Tax Saver Fund |
-0.53
|
-1.05
|
6.16
|
3.37
|
-2.47
|
14.67
|
20.67
|
27.18
|
16.19
|
15.63
|
15.22
|
| Edelweiss ELSS Tax saver Fund |
-0.92
|
-1.35
|
6.56
|
0.33
|
-5.73
|
8.46
|
16.53
|
22.25
|
11.71
|
11.18
|
12.36
|
| Navi ELSS Tax Saver Fund |
-0.43
|
-1.56
|
5.97
|
0.25
|
-5.22
|
5.60
|
13.55
|
19.52
|
10.18
|
|
|
| Navi ELSS Tax Saver Nifty 50 Index Fund |
-1.09
|
-1.41
|
7.11
|
2.48
|
-0.81
|
9.42
|
|
|
|
|
|
| Franklin India ELSS Tax Saver Fund |
-0.78
|
-1.30
|
6.97
|
1.83
|
-3.19
|
10.10
|
20.83
|
27.93
|
14.07
|
13.06
|
14.45
|
| Hdfc Taxsaver |
-1.08
|
-1.76
|
5.99
|
2.80
|
-0.84
|
13.56
|
23.53
|
28.58
|
14.41
|
13.06
|
13.25
|
| Hsbc Tax Saver Equity Fund |
-1.13
|
-1.55
|
7.55
|
-0.97
|
-6.01
|
13.46
|
19.24
|
24.65
|
12.55
|
12.80
|
13.06
|
| HSBC Elss Tax Saver Fund |
-0.83
|
-1.49
|
6.21
|
-0.58
|
-7.30
|
9.25
|
|
|
|
|
|
| ICICI Prudential ELSS Tax Saver Fund |
-1.00
|
-1.90
|
5.47
|
2.37
|
-1.84
|
10.22
|
16.90
|
24.23
|
13.67
|
12.64
|
|
| Bandhan ELSS Tax saver Fund |
-0.88
|
-1.83
|
5.81
|
0.52
|
-4.56
|
4.18
|
15.93
|
28.05
|
13.32
|
13.67
|
14.71
|
| Groww ELSS Tax Saver Fund |
-0.49
|
-0.44
|
6.35
|
-0.87
|
-9.24
|
1.44
|
14.05
|
18.39
|
9.20
|
|
|
| Invesco India ELSS Tax Saver Fund |
-0.92
|
-1.23
|
6.28
|
-1.69
|
-7.28
|
8.81
|
17.10
|
21.67
|
12.74
|
13.03
|
14.18
|
| ITI ELSS Tax Saver Fund |
-0.93
|
-1.80
|
4.62
|
-1.35
|
-9.19
|
0.76
|
20.08
|
22.27
|
|
|
|
| JM ELSS Tax Saver Fund |
-0.48
|
-1.61
|
4.59
|
-3.28
|
-9.58
|
5.40
|
19.94
|
26.52
|
15.07
|
14.43
|
12.84
|
| Kotak ELSS Tax Saver Fund |
-0.56
|
-1.51
|
6.34
|
1.50
|
-6.07
|
4.08
|
17.23
|
24.10
|
14.76
|
13.61
|
13.11
|
| LIC MF ELSS Tax Saver |
-0.57
|
-0.64
|
4.87
|
0.14
|
-4.04
|
12.26
|
16.78
|
21.80
|
11.88
|
11.34
|
11.84
|
| Mahindra Manulife ELSS Tax Saver Fund |
-0.83
|
-1.06
|
6.45
|
2.26
|
-2.01
|
6.66
|
16.03
|
23.66
|
12.50
|
|
|
| Mirae Asset ELSS Tax Saver Fund |
-0.68
|
-1.45
|
7.25
|
2.09
|
-3.70
|
8.68
|
16.20
|
25.11
|
15.35
|
|
|
| Motilal Oswal ELSS Tax Saver Fund |
-0.53
|
-1.48
|
7.53
|
-2.09
|
-12.39
|
6.46
|
24.44
|
26.52
|
14.03
|
15.96
|
|
| Parag Parikh ELSS Tax Saver Fund |
-1.13
|
-1.69
|
4.59
|
0.89
|
-2.03
|
12.87
|
18.75
|
27.19
|
|
|
|
| quant Elss Tax Saver Fund |
-0.57
|
-1.33
|
6.49
|
2.26
|
-9.44
|
-6.76
|
15.79
|
33.31
|
20.53
|
19.30
|
13.87
|
| Nippon India ELSS Tax Saver Fund |
-0.98
|
-1.73
|
5.60
|
3.05
|
-4.96
|
6.83
|
18.32
|
25.92
|
10.38
|
9.87
|
13.01
|
| Sbi Long Term Equity Fund |
-0.78
|
-1.61
|
5.68
|
0.07
|
-4.54
|
8.44
|
25.33
|
29.01
|
16.35
|
13.97
|
14.02
|
| Shriram ELSS Tax Saver Fund |
-0.75
|
-1.70
|
3.80
|
-3.01
|
-11.67
|
-4.61
|
11.34
|
15.95
|
|
|
|
| Sundaram Diversified Equity |
-0.87
|
-1.61
|
6.01
|
1.22
|
-2.06
|
7.83
|
14.89
|
22.56
|
10.23
|
11.31
|
11.32
|
| Sundaram ELSS Tax Saver Fund |
-0.84
|
-1.61
|
5.89
|
1.48
|
-2.07
|
7.46
|
16.34
|
|
|
|
|
| Tata ELSS Tax Saver Fund |
-0.70
|
-0.94
|
6.72
|
-0.07
|
-5.93
|
9.81
|
16.75
|
22.88
|
12.86
|
13.73
|
|
| Taurus ELSS tax saver fund |
-1.16
|
-2.00
|
3.90
|
-1.96
|
-6.40
|
7.85
|
17.50
|
21.39
|
11.97
|
12.41
|
11.85
|
| Union ELSS Tax Saver Fund |
-0.68
|
-1.31
|
6.45
|
0.56
|
-5.95
|
5.14
|
15.69
|
23.36
|
13.84
|
11.34
|
|
| UTI ELSS Tax Saver Fund |
-0.97
|
-1.08
|
5.67
|
0.79
|
-4.60
|
7.72
|
14.31
|
21.71
|
12.05
|
11.72
|
11.70
|
| PGIM India ELSS Tax Saver Fund |
-0.84
|
-1.51
|
6.65
|
0.94
|
-0.92
|
11.11
|
13.86
|
23.48
|
12.87
|
|
|
| Quantum ELSS Tax Saver Fund |
-0.70
|
-1.58
|
5.02
|
-1.64
|
-4.41
|
8.94
|
18.18
|
24.19
|
12.19
|
|
|
| Axis ELSS Tax Saver Fund |
-0.85
|
-1.78
|
4.96
|
1.02
|
-2.75
|
8.20
|
13.62
|
17.81
|
11.21
|
11.62
|
15.20
|
| Nifty 500 Total Return Index |
-0.76
|
-1.50
|
6.50
|
1.52
|
-3.81
|
7.58
|
16.86
|
24.70
|
13.86
|
13.48
|
12.63
|
As On: 09 May 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life ELSS Tax Saver Fund |
-0.96
|
-1.56
|
6.60
|
2.10
|
-3.80
|
8.26
|
14.27
|
16.52
|
9.15
|
11.02
|
|
| Baroda BNP Paribas ELSS Tax Saver Fund |
-0.75
|
-1.99
|
5.49
|
-0.35
|
-5.11
|
9.42
|
19.68
|
|
|
|
|
| Bank of India ELSS Tax Saver |
-0.39
|
-1.89
|
5.92
|
-1.42
|
-11.16
|
-2.17
|
19.44
|
26.18
|
15.55
|
16.17
|
|
| Canara Robeco ELSS TAX Tax Saver Fund |
-0.70
|
-0.93
|
6.81
|
1.45
|
-4.21
|
9.99
|
17.54
|
24.46
|
16.67
|
14.85
|
|
| NJ Elss Tax Saver Scheme |
0.29
|
0.14
|
6.68
|
-0.85
|
-6.64
|
6.60
|
|
|
|
|
|
| Whiteoak Capital Elss Tax Saver Fund |
-0.76
|
-0.95
|
6.57
|
1.14
|
-3.22
|
16.00
|
|
|
|
|
|
| Zerodha Elss Tax Saver Nifty Largemidcap 250 Index Fund |
-0.47
|
-1.18
|
6.91
|
1.84
|
-3.49
|
8.54
|
|
|
|
|
|
| Samco Elss Tax Saver Fund |
0.00
|
-0.48
|
9.41
|
-0.72
|
-16.23
|
-7.44
|
|
|
|
|
|
| DSP ELSS Tax Saver Fund |
-0.53
|
-1.03
|
6.24
|
3.60
|
-2.03
|
15.72
|
21.80
|
28.38
|
17.29
|
16.72
|
|
| Edelweiss ELSS Tax saver Fund |
-0.92
|
-1.32
|
6.70
|
0.72
|
-4.99
|
10.22
|
18.48
|
24.31
|
13.60
|
12.79
|
|
| Navi ELSS Tax Saver Fund |
-0.43
|
-1.53
|
6.14
|
0.70
|
-4.34
|
7.61
|
15.74
|
21.82
|
12.23
|
|
|
| Navi ELSS Tax Saver Nifty 50 Index Fund |
-1.09
|
-1.39
|
7.19
|
2.70
|
-0.37
|
10.40
|
|
|
|
|
|
| Franklin India ELSS Tax Saver Fund |
-0.78
|
-1.29
|
7.04
|
2.02
|
-2.82
|
10.97
|
21.82
|
29.00
|
15.08
|
14.09
|
|
| Hdfc Taxsaver |
-1.08
|
-1.75
|
6.05
|
2.95
|
-0.55
|
14.24
|
24.29
|
29.36
|
15.11
|
13.77
|
|
| Hsbc Tax Saver Equity Fund |
-1.13
|
-1.54
|
7.63
|
-0.76
|
-5.61
|
14.45
|
20.45
|
26.04
|
13.77
|
13.90
|
|
| HSBC Elss Tax Saver Fund |
-0.83
|
-1.48
|
6.28
|
-0.39
|
-6.94
|
10.12
|
|
|
|
|
|
| ICICI Prudential ELSS Tax Saver Fund |
-1.00
|
-1.89
|
5.53
|
2.53
|
-1.54
|
10.92
|
17.65
|
25.07
|
14.48
|
13.60
|
|
| Bandhan ELSS Tax saver Fund |
-0.88
|
-1.81
|
5.91
|
0.78
|
-4.05
|
5.33
|
17.26
|
29.51
|
14.63
|
14.98
|
|
| Groww ELSS Tax Saver Fund |
-0.48
|
-0.34
|
6.49
|
-0.43
|
-8.46
|
3.20
|
15.93
|
20.77
|
11.08
|
|
|
| Invesco India ELSS Tax Saver Fund |
-0.92
|
-1.21
|
6.38
|
-1.42
|
-6.76
|
10.05
|
18.48
|
23.15
|
14.16
|
14.59
|
|
| ITI ELSS Tax Saver Fund |
-0.93
|
-1.76
|
4.77
|
-0.93
|
-8.41
|
2.57
|
22.33
|
24.72
|
|
|
|
| JM ELSS Tax Saver Fund |
-0.48
|
-1.59
|
4.71
|
-2.98
|
-9.05
|
6.68
|
21.25
|
27.74
|
16.11
|
15.74
|
|
| Kotak ELSS Tax Saver Fund |
-0.56
|
-1.49
|
6.44
|
1.77
|
-5.55
|
5.29
|
18.69
|
25.70
|
16.20
|
15.09
|
|
| LIC MF ELSS Tax Saver |
-0.57
|
-0.62
|
4.97
|
0.43
|
-3.48
|
13.65
|
18.11
|
23.24
|
13.19
|
12.57
|
|
| Mahindra Manulife ELSS Tax Saver Fund |
-0.83
|
-1.03
|
6.59
|
2.65
|
-1.25
|
8.34
|
17.94
|
25.71
|
14.43
|
|
|
| Mirae Asset ELSS Tax Saver Fund |
-0.68
|
-1.43
|
7.34
|
2.33
|
-3.25
|
9.73
|
17.41
|
26.59
|
16.82
|
|
|
| Motilal Oswal ELSS Tax Saver Fund |
-0.53
|
-1.45
|
7.63
|
-1.81
|
-11.89
|
7.72
|
25.95
|
28.11
|
15.47
|
17.48
|
|
| Parag Parikh ELSS Tax Saver Fund |
-1.12
|
-1.67
|
4.69
|
1.16
|
-1.50
|
14.11
|
20.15
|
28.73
|
|
|
|
| quant Elss Tax Saver Fund |
-0.56
|
-1.31
|
6.59
|
2.55
|
-8.93
|
-5.74
|
17.22
|
35.37
|
22.25
|
20.54
|
|
| Nippon India ELSS Tax Saver Fund |
-0.98
|
-1.72
|
5.66
|
3.22
|
-4.65
|
7.55
|
19.14
|
26.80
|
11.17
|
10.70
|
|
| Sbi Long Term Equity Fund |
-0.78
|
-1.60
|
5.73
|
0.21
|
-4.25
|
9.15
|
26.16
|
29.84
|
17.11
|
14.71
|
|
| Shriram ELSS Tax Saver Fund |
-0.74
|
-1.67
|
3.93
|
-2.64
|
-10.97
|
-3.04
|
13.24
|
17.99
|
|
|
|
| Sundaram Diversified Equity |
-0.87
|
-1.60
|
6.05
|
1.34
|
-1.81
|
8.41
|
15.54
|
23.22
|
10.79
|
11.85
|
|
| Sundaram ELSS Tax Saver Fund |
-0.84
|
-1.60
|
5.93
|
1.61
|
-1.81
|
8.04
|
17.00
|
|
|
|
|
| Tata ELSS Tax Saver Fund |
-0.70
|
-0.92
|
6.82
|
0.19
|
-5.41
|
11.04
|
18.10
|
24.38
|
14.30
|
15.13
|
|
| Taurus ELSS tax saver fund |
-1.15
|
-1.99
|
3.94
|
-1.83
|
-6.13
|
8.47
|
18.25
|
22.20
|
12.73
|
13.30
|
|
| Union ELSS Tax Saver Fund |
-0.69
|
-1.30
|
6.51
|
0.76
|
-5.54
|
6.11
|
16.73
|
24.33
|
14.62
|
12.17
|
|
| UTI ELSS Tax Saver Fund |
-0.97
|
-1.06
|
5.75
|
1.03
|
-4.14
|
8.78
|
15.47
|
22.92
|
13.14
|
12.80
|
|
| PGIM India ELSS Tax Saver Fund |
-0.81
|
-1.46
|
6.79
|
1.34
|
-0.16
|
12.83
|
15.57
|
25.20
|
14.54
|
|
|
| Quantum ELSS Tax Saver Fund |
-0.70
|
-1.56
|
5.11
|
-1.38
|
-3.90
|
10.14
|
19.19
|
25.07
|
12.88
|
12.70
|
13.13
|
| Axis ELSS Tax Saver Fund |
-0.84
|
-1.76
|
5.02
|
1.19
|
-2.40
|
8.99
|
14.49
|
18.76
|
12.14
|
12.64
|
|
| Nifty 500 Total Return Index |
-0.76
|
-1.50
|
6.50
|
1.52
|
-3.81
|
7.58
|
16.86
|
24.70
|
13.86
|
13.48
|
12.63
|
As On: 09 May 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life ELSS Tax Saver Fund |
-2.96
|
11.88
|
11.10
|
10.67
|
10.37
|
12.19
|
| Baroda BNP Paribas ELSS Tax Saver Fund |
-3.44
|
16.10
|
|
|
|
|
| Bank of India ELSS Tax Saver |
-14.60
|
12.79
|
16.22
|
17.92
|
16.61
|
15.73
|
| Canara Robeco ELSS TAX Tax Saver Fund |
-2.03
|
13.27
|
15.08
|
16.26
|
15.53
|
14.89
|
| NJ Elss Tax Saver Scheme |
-8.97
|
|
|
|
|
|
| Whiteoak Capital Elss Tax Saver Fund |
1.17
|
|
|
|
|
|
| Samco Elss Tax Saver Fund |
-20.22
|
|
|
|
|
|
| DSP ELSS Tax Saver Fund |
2.28
|
19.66
|
20.08
|
19.38
|
17.26
|
16.87
|
| Edelweiss ELSS Tax saver Fund |
-3.95
|
13.54
|
15.00
|
14.68
|
13.06
|
13.11
|
| Navi ELSS Tax Saver Fund |
-4.93
|
10.23
|
12.06
|
11.95
|
|
|
| Navi ELSS Tax Saver Nifty 50 Index Fund |
2.39
|
|
|
|
|
|
| Franklin India ELSS Tax Saver Fund |
0.38
|
18.18
|
19.72
|
18.11
|
15.47
|
15.20
|
| Hdfc Taxsaver |
4.37
|
20.96
|
22.36
|
19.68
|
16.33
|
14.81
|
| Hsbc Tax Saver Equity Fund |
0.41
|
17.93
|
18.00
|
16.75
|
14.57
|
14.31
|
| HSBC Elss Tax Saver Fund |
-5.68
|
|
|
|
|
|
| ICICI Prudential ELSS Tax Saver Fund |
1.71
|
15.16
|
16.48
|
16.04
|
14.47
|
14.54
|
| Bandhan ELSS Tax saver Fund |
-4.59
|
12.37
|
17.04
|
17.36
|
15.78
|
15.85
|
| Groww ELSS Tax Saver Fund |
-10.43
|
10.15
|
11.99
|
11.78
|
|
|
| Invesco India ELSS Tax Saver Fund |
-5.80
|
14.81
|
15.01
|
15.02
|
14.16
|
14.81
|
| ITI ELSS Tax Saver Fund |
-11.39
|
15.42
|
15.57
|
|
|
|
| JM ELSS Tax Saver Fund |
-10.87
|
15.85
|
17.86
|
17.70
|
16.29
|
15.65
|
| Kotak ELSS Tax Saver Fund |
-5.50
|
13.56
|
16.29
|
16.53
|
15.20
|
14.76
|
| LIC MF ELSS Tax Saver |
-1.72
|
14.81
|
15.40
|
14.61
|
13.43
|
13.15
|
| Mahindra Manulife ELSS Tax Saver Fund |
-0.73
|
12.91
|
15.61
|
15.55
|
|
|
| Mirae Asset ELSS Tax Saver Fund |
-0.92
|
14.36
|
16.07
|
16.91
|
|
|
| Motilal Oswal ELSS Tax Saver Fund |
-11.23
|
19.89
|
20.45
|
18.73
|
16.73
|
|
| Parag Parikh ELSS Tax Saver Fund |
3.66
|
16.82
|
18.86
|
|
|
|
| quant Elss Tax Saver Fund |
-13.89
|
11.00
|
19.08
|
22.38
|
20.67
|
18.74
|
| Nippon India ELSS Tax Saver Fund |
-3.26
|
15.40
|
17.95
|
15.98
|
12.77
|
13.35
|
| Sbi Long Term Equity Fund |
-3.13
|
21.95
|
22.69
|
20.97
|
17.43
|
15.95
|
| Shriram ELSS Tax Saver Fund |
-17.19
|
6.22
|
9.25
|
|
|
|
| Sundaram Diversified Equity |
-0.43
|
11.56
|
14.20
|
13.69
|
12.26
|
12.43
|
| Sundaram ELSS Tax Saver Fund |
-0.19
|
13.52
|
|
|
|
|
| Tata ELSS Tax Saver Fund |
-3.38
|
13.36
|
15.51
|
15.39
|
14.34
|
|
| Taurus ELSS tax saver fund |
-4.65
|
14.24
|
15.47
|
14.83
|
13.87
|
13.17
|
| Union ELSS Tax Saver Fund |
-4.70
|
12.06
|
15.00
|
15.83
|
14.14
|
|
| UTI ELSS Tax Saver Fund |
-3.96
|
11.74
|
13.38
|
14.11
|
13.08
|
12.83
|
| PGIM India ELSS Tax Saver Fund |
1.75
|
12.00
|
14.86
|
15.26
|
|
|
| Quantum ELSS Tax Saver Fund |
-1.86
|
16.12
|
17.07
|
15.69
|
|
|
| Axis ELSS Tax Saver Fund |
-0.64
|
12.86
|
11.76
|
12.23
|
12.34
|
14.64
|
As On: 09 May 2025
Calculated On: 28 March 2025
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Elss Tax Saver Fund | -16.28 | -17.83 | -7.41 | 13.80 | 9.84 |
| Baroda Bnp Paribas Elss Tax Saver Fund | -16.77 | -16.83 | -9.27 | 15.02 | 10.49 |
| Bank Of India Elss Tax Saver | -23.08 | -23.77 | -7.97 | 17.59 | 12.67 |
| Canara Robeco Elss Tax Tax Saver Fund | -16.30 | -17.73 | -6.93 | 14.12 | 9.90 |
| Dsp Elss Tax Saver Fund | -16.97 | -15.91 | -6.56 | 14.61 | 10.06 |
| Edelweiss Elss Tax Saver Fund | -17.07 | -17.95 | -7.01 | 14.51 | 10.32 |
| Navi Elss Tax Saver Fund | -18.75 | -18.10 | -8.13 | 14.16 | 9.90 |
| Franklin India Elss Tax Saver Fund | -18.53 | -15.81 | -7.56 | 14.19 | 10.23 |
| Hdfc Taxsaver | -14.39 | -12.96 | -5.84 | 12.56 | 8.81 |
| Hsbc Tax Saver Equity Fund | -19.18 | -17.31 | -5.65 | 15.71 | 11.57 |
| Icici Prudential Elss Tax Saver Fund | -17.68 | -16.33 | -6.56 | 13.69 | 9.55 |
| Bandhan Elss Tax Saver Fund | -19.57 | -16.72 | -6.53 | 13.47 | 9.68 |
| Groww Elss Tax Saver Fund | -20.19 | -19.66 | -7.40 | 14.85 | 10.76 |
| Invesco India Elss Tax Saver Fund | -21.47 | -18.52 | -8.72 | 15.59 | 11.55 |
| Iti Elss Tax Saver Fund | -24.68 | -22.29 | -7.89 | 15.50 | 11.31 |
| Jm Elss Tax Saver Fund | -20.45 | -20.02 | -7.27 | 16.16 | 11.44 |
| Kotak Elss Tax Saver Fund | -20.47 | -19.19 | -5.92 | 14.27 | 10.55 |
| Lic Mf Elss Tax Saver | -18.01 | -15.05 | -6.48 | 14.45 | 10.04 |
| Mahindra Manulife Elss Tax Saver Fund | -17.51 | -16.11 | -6.67 | 13.98 | 9.63 |
| Mirae Asset Elss Tax Saver Fund | -17.05 | -16.53 | -6.63 | 13.96 | 9.85 |
| Motilal Oswal Elss Tax Saver Fund | -26.44 | -25.67 | -8.07 | 19.28 | 15.06 |
| Parag Parikh Elss Tax Saver Fund | -15.29 | -9.56 | -3.80 | 10.64 | 7.66 |
| Quant Elss Tax Saver Fund | -21.34 | -25.37 | -10.93 | 17.66 | 12.62 |
| Nippon India Elss Tax Saver Fund | -17.22 | -18.85 | -8.54 | 15.07 | 10.49 |
| Sbi Long Term Equity Fund | -14.86 | -15.39 | -7.02 | 14.55 | 10.36 |
| Shriram Elss Tax Saver Fund | -23.62 | -23.22 | -6.65 | 15.93 | 11.88 |
| Sundaram Diversified Equity | -16.04 | -14.97 | -4.82 | 13.22 | 9.12 |
| Sundaram Elss Tax Saver Fund | -16.12 | -15.01 | -4.80 | 13.23 | 9.27 |
| Tata Elss Tax Saver Fund | -17.31 | -17.92 | -8.46 | 14.82 | 10.24 |
| Taurus Elss Tax Saver Fund | -15.39 | -12.19 | -4.94 | 12.37 | 8.82 |
| Union Elss Tax Saver Fund | -18.34 | -17.47 | -6.55 | 13.73 | 9.78 |
| Uti Elss Tax Saver Fund | -18.28 | -18.07 | -7.30 | 14.53 | 9.93 |
| Pgim India Elss Tax Saver Fund | -16.10 | -14.08 | -5.98 | 13.14 | 9.25 |
| Quantum Elss Tax Saver Fund | -14.28 | -12.22 | -5.54 | 12.61 | 8.81 |
| Axis Elss Tax Saver Fund | -22.63 | -15.89 | -6.25 | 16.31 | 11.01 |
Calculated On: 28 March 2025
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Elss Tax Saver Fund |
0.26
|
0.14
|
0.38
|
0.37
|
-2.32
|
0.92 |
0.97
|
0.04
|
0.94
|
-3.4100
|
| Baroda Bnp Paribas Elss Tax Saver Fund |
0.47
|
0.25
|
0.53
|
0.42
|
0.75
|
0.96 |
0.90
|
0.07
|
1.19
|
0.2300
|
| Bank Of India Elss Tax Saver |
0.46
|
0.24
|
0.45
|
0.42
|
-0.08
|
1.11 |
0.87
|
0.07
|
1.19
|
1.3700
|
| Canara Robeco Elss Tax Tax Saver Fund |
0.36
|
0.19
|
0.44
|
0.42
|
-0.91
|
0.93 |
0.96
|
0.05
|
1.06
|
-1.7800
|
| Dsp Elss Tax Saver Fund |
0.69
|
0.38
|
0.67
|
0.37
|
4.13
|
0.96 |
0.94
|
0.11
|
1.45
|
3.5800
|
| Edelweiss Elss Tax Saver Fund |
0.39
|
0.20
|
0.45
|
0.40
|
-0.61
|
0.95 |
0.94
|
0.06
|
1.09
|
-1.2600
|
| Navi Elss Tax Saver Fund |
0.20
|
0.12
|
0.35
|
0.41
|
-3.16
|
0.93 |
0.94
|
0.03
|
0.87
|
-4.1600
|
| Franklin India Elss Tax Saver Fund |
0.68
|
0.34
|
0.65
|
0.38
|
3.83
|
0.94 |
0.96
|
0.10
|
1.43
|
3.0200
|
| Hdfc Taxsaver |
1.04
|
0.57
|
0.89
|
0.36
|
8.93
|
0.83 |
0.96
|
0.16
|
1.83
|
6.6600
|
| Hsbc Tax Saver Equity Fund |
0.47
|
0.23
|
0.53
|
0.43
|
0.88
|
0.98 |
0.85
|
0.08
|
1.19
|
0.6200
|
| Icici Prudential Elss Tax Saver Fund |
0.43
|
0.23
|
0.49
|
0.38
|
0.64
|
0.88 |
0.91
|
0.07
|
1.14
|
-0.9200
|
| Bandhan Elss Tax Saver Fund |
0.41
|
0.21
|
0.47
|
0.38
|
0.19
|
0.89 |
0.95
|
0.06
|
1.12
|
-1.3100
|
| Groww Elss Tax Saver Fund |
0.29
|
0.15
|
0.38
|
0.39
|
-2.17
|
0.96 |
0.92
|
0.04
|
0.98
|
-2.6700
|
| Invesco India Elss Tax Saver Fund |
0.33
|
0.17
|
0.43
|
0.40
|
-1.71
|
1.00 |
0.90
|
0.05
|
1.03
|
-1.7000
|
| Iti Elss Tax Saver Fund |
0.67
|
0.33
|
0.55
|
0.42
|
3.88
|
1.00 |
0.90
|
0.10
|
1.42
|
3.8200
|
| Jm Elss Tax Saver Fund |
0.56
|
0.29
|
0.54
|
0.40
|
2.26
|
1.01 |
0.86
|
0.09
|
1.30
|
2.4400
|
| Kotak Elss Tax Saver Fund |
0.45
|
0.22
|
0.46
|
0.41
|
0.63
|
0.92 |
0.91
|
0.07
|
1.16
|
-0.4200
|
| Lic Mf Elss Tax Saver |
0.45
|
0.24
|
0.54
|
0.40
|
1.06
|
0.89 |
0.84
|
0.07
|
1.16
|
-0.3500
|
| Mahindra Manulife Elss Tax Saver Fund |
0.35
|
0.19
|
0.45
|
0.40
|
-0.97
|
0.92 |
0.95
|
0.05
|
1.04
|
-2.0200
|
| Mirae Asset Elss Tax Saver Fund |
0.41
|
0.21
|
0.48
|
0.37
|
-0.13
|
0.93 |
0.97
|
0.06
|
1.12
|
-1.1100
|
| Motilal Oswal Elss Tax Saver Fund |
0.72
|
0.33
|
0.60
|
0.43
|
5.77
|
1.14 |
0.77
|
0.12
|
1.50
|
7.6200
|
| Parag Parikh Elss Tax Saver Fund |
0.91
|
0.46
|
0.87
|
0.35
|
7.68
|
0.66 |
0.83
|
0.15
|
1.68
|
3.1000
|
| Quant Elss Tax Saver Fund |
0.33
|
0.18
|
0.36
|
0.37
|
-2.51
|
1.11 |
0.86
|
0.05
|
1.04
|
-1.0600
|
| Nippon India Elss Tax Saver Fund |
0.50
|
0.27
|
0.51
|
0.39
|
0.89
|
1.00 |
0.96
|
0.08
|
1.23
|
0.8800
|
| Sbi Long Term Equity Fund |
1.04
|
0.56
|
0.90
|
0.37
|
9.57
|
0.95 |
0.93
|
0.16
|
1.83
|
8.9100
|
| Shriram Elss Tax Saver Fund |
0.16
|
0.10
|
0.28
|
0.43
|
-4.12
|
0.97 |
0.82
|
0.03
|
0.83
|
-4.4900
|
| Sundaram Diversified Equity |
0.33
|
0.18
|
0.45
|
0.40
|
-0.89
|
0.87 |
0.95
|
0.05
|
1.01
|
-2.6100
|
| Sundaram Elss Tax Saver Fund |
0.42
|
0.22
|
0.50
|
0.39
|
0.42
|
0.87 |
0.95
|
0.06
|
1.12
|
-1.3000
|
| Tata Elss Tax Saver Fund |
0.40
|
0.22
|
0.46
|
0.40
|
-0.49
|
0.97 |
0.94
|
0.06
|
1.11
|
-0.9000
|
| Taurus Elss Tax Saver Fund |
0.67
|
0.34
|
0.70
|
0.37
|
4.88
|
0.75 |
0.82
|
0.11
|
1.41
|
1.6100
|
| Union Elss Tax Saver Fund |
0.42
|
0.21
|
0.46
|
0.39
|
0.25
|
0.90 |
0.94
|
0.06
|
1.12
|
-1.1000
|
| Uti Elss Tax Saver Fund |
0.24
|
0.14
|
0.37
|
0.39
|
-2.74
|
0.94 |
0.93
|
0.04
|
0.92
|
-3.4800
|
| Pgim India Elss Tax Saver Fund |
0.26
|
0.14
|
0.43
|
0.40
|
-1.52
|
0.84 |
0.91
|
0.04
|
0.93
|
-3.5900
|
| Quantum Elss Tax Saver Fund |
0.69
|
0.36
|
0.71
|
0.38
|
4.46
|
0.82 |
0.92
|
0.11
|
1.43
|
2.0200
|
| Axis Elss Tax Saver Fund |
0.14
|
0.10
|
0.35
|
0.41
|
-4.86
|
1.01 |
0.84
|
0.02
|
0.81
|
-4.7400
|