ELSS (Tax Saving) Fund


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: ईएलएसएस (टैक्स सेविंग) फंड

Top Performing ELSS (Tax Saving) Fund

Ranking Date: 31 March 2023

Fund Name BMSMONEY ELSS (Tax Saving) Fund Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Parag Parikh Tax Saver Fund

1 The Parag Parikh Tax Saver Fund is a ELSS. In the ELSS category there are 36 funds. The fund has 18 KPIs that are in top quartile. The fund has 86% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. 15.91% 28.72% -7.38% -11.40% 1.87 1.37 0.43

Kotak Tax Saver Fund

2 The Kotak Tax Saver Fund is a ELSS. In the ELSS category there are 36 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. 15.91% 26.11% -9.96% -13.60% 1.40 0.98 0.43

Hdfc Taxsaver

3 The Hdfc Taxsaver is a ELSS. In the ELSS category there are 36 funds. The fund has 16 KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 17.26% 27.26% -6.28% -12.91% 1.43 1.05 0.44

Sbi Long Term Equity Fund

4 The Sbi Long Term Equity Fund is a ELSS. In the ELSS category there are 36 funds. The fund has 17 KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 20.05% 27.25% -10.25% -11.41% 1.39 0.96 0.46

Sundaram Diversified Equity

5 The Sundaram Diversified Equity is a ELSS. In the ELSS category there are 36 funds. The fund has five KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. 13.05% 25.24% -9.16% -11.38% 1.24 0.89 0.39

Pgim India Elss Tax Saver Fund

6 The Pgim India Elss Tax Saver Fund is a ELSS. In the ELSS category there are 36 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 14.67% 27.42% -10.36% -13.90% 1.40 1.02 0.44

Quantum Tax Saving Fund

7 The Quantum Tax Saving Fund is a ELSS. In the ELSS category there are 36 funds. The fund has five KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. 11.94% 23.89% -9.00% -14.71% 1.22 0.89 0.44

Union Long Term Equity Fund

8 The Union Long Term Equity Fund is a ELSS. In the ELSS category there are 36 funds. The fund has seven KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 13.67% 25.92% -11.42% -12.60% 1.27 0.90 0.42

Taurus Tax Shield

9 The Taurus Tax Shield is a ELSS. In the ELSS category there are 36 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 16.84% 21.94% -9.55% -15.63% 1.20 0.77 0.45

Idfc Tax Advantage (Elss) Fund

10 The Idfc Tax Advantage (Elss) Fund is a ELSS. In the ELSS category there are 36 funds. The fund has 16 KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 15.75% 34.18% -11.04% -18.59% 1.57 1.09 0.42

Mahindra Manulife Elss Kar Bachat Yojana

11 The Mahindra Manulife Elss Kar Bachat Yojana is a ELSS. In the ELSS category there are 36 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. 14.11% 26.51% -11.38% -13.36% 1.26 0.85 0.41

Franklin India Taxshield

12 The Franklin India Taxshield is a ELSS. In the ELSS category there are 36 funds. The fund has seven KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 14.05% 27.29% -11.97% -14.03% 1.30 0.88 0.40

Quant Tax Plan

13 The Quant Tax Plan is a ELSS. In the ELSS category there are 36 funds. The fund has 13 KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has seven KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. 11.17% 41.15% -12.73% -19.99% 1.96 1.23 0.40

Dsp Tax Saver Fund

14 The Dsp Tax Saver Fund is a ELSS. In the ELSS category there are 36 funds. The fund has three KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. 12.64% 26.03% -11.23% -14.43% 1.29 0.90 0.43

Tata India Tax Savings Fund

15 The Tata India Tax Savings Fund is a ELSS. In the ELSS category there are 36 funds. The fund has three KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 12.16% 23.75% -10.19% -13.80% 1.14 0.77 0.41

Canara Robeco Equity Tax Saver Fund

16 The Canara Robeco Equity Tax Saver Fund is a ELSS. In the ELSS category there are 36 funds. The fund has three KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 12.65% 25.35% -12.90% -12.02% 1.25 0.86 0.41

Mirae Asset Tax Saver Fund

17 The Mirae Asset Tax Saver Fund is a ELSS. In the ELSS category there are 36 funds. The fund has five KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has five KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. 10.75% 26.78% -11.24% -13.60% 1.28 0.91 0.43

Nippon India Tax Saver (Elss) Fund

18 The Nippon India Tax Saver (Elss) Fund is a ELSS. In the ELSS category there are 36 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has eight KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. 12.16% 27.01% -10.23% -15.26% 1.18 0.76 0.40

Icici Prudential Long Term Equity Fund (Tax Saving)

19 The Icici Prudential Long Term Equity Fund (Tax Saving) is a ELSS. In the ELSS category there are 36 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 11.51% 24.24% -11.58% -13.13% 1.18 0.84 0.42

Motilal Oswal Long Term Equity Fund (Moflte)

20 The Motilal Oswal Long Term Equity Fund (Moflte) is a ELSS. In the ELSS category there are 36 funds. The fund has six KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. 19.74% 24.97% -15.77% -13.82% 1.11 0.74 0.40

Iti Long Term Equity Fund

21 The Iti Long Term Equity Fund is a ELSS. In the ELSS category there are 36 funds. The fund has five KPIs that are in top quartile. The fund has 24% of the KPIs that are in top quartile. The fund has ten KPIs that are in bottom quartile. The fund has 48% of the KPIs that are in bottom quartile. 16.20% 19.81% -17.82% -11.90% 0.97 0.72 0.43

Indiabulls Tax Savings Fund

22 The Indiabulls Tax Savings Fund is a ELSS. In the ELSS category there are 36 funds. The fund has one KPI that is in top quartile. The fund has 17 KPIs that are in bottom quartile. The fund has 74% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 8.80% 18.61% -11.56% -13.65% 0.85 0.52 0.41

Edelweiss Long Term Equity Fund (Tax Savings)

23 The Edelweiss Long Term Equity Fund (Tax Savings) is a ELSS. In the ELSS category there are 36 funds. The fund has one KPI that is in top quartile. The fund has one performance parameter that is in bottom quartile. 13.13% 23.32% -11.83% -13.48% 1.09 0.71 0.42

Idbi Equity Advantage Fund

24 The Idbi Equity Advantage Fund is a ELSS. In the ELSS category there are 36 funds. The fund has three KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has ten KPIs that are in bottom quartile. The fund has 43% of the KPIs that are in bottom quartile. 14.81% 20.33% -12.83% -14.28% 0.88 0.51 0.37

Jm Tax Gain Fund

25 The Jm Tax Gain Fund is a ELSS. In the ELSS category there are 36 funds. The fund has five KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 15.37% 26.77% -14.82% -13.70% 1.20 0.78 0.39

Shriram Long Term Equity Fund

26 The Shriram Long Term Equity Fund is a ELSS. In the ELSS category there are 36 funds. The fund has two KPIs that are in top quartile. The fund has 10% of the KPIs that are in top quartile. The fund has 15 KPIs that are in bottom quartile. The fund has 71% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 9.15% 16.96% -12.36% -13.44% 0.79 0.47 0.41

Lic Mf Tax Plan

27 The Lic Mf Tax Plan is a ELSS. In the ELSS category there are 36 funds. The fund has six KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has eight KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. 13.95% 22.46% -12.86% -13.25% 0.98 0.59 0.37

Bank Of India Tax Advantage Fund

28 The Bank Of India Tax Advantage Fund is a ELSS. In the ELSS category there are 36 funds. The fund has seven KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has five KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. 16.31% 27.37% -16.59% -15.72% 1.27 0.76 0.41

Aditya Birla Sun Life Tax Relief '96

29 The Aditya Birla Sun Life Tax Relief '96 is a ELSS. In the ELSS category there are 36 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 17 KPIs that are in bottom quartile. The fund has 74% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 6.30% 13.01% -13.67% -14.07% 0.55 0.36 0.42

Navi Elss Tax Saver Fund

30 The Navi Elss Tax Saver Fund is a ELSS. In the ELSS category there are 36 funds. The fund has one KPI that is in top quartile. The fund has seven KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. 11.68% 20.30% -13.92% -14.83% 1.02 0.64 0.42

Aditya Birla Sun Life Tax Plan

31 None % % -14.00% -14.72% 0.52 0.34 0.42

Uti Long Term Equity Fund (Tax Saving)

32 The Uti Long Term Equity Fund (Tax Saving) is a ELSS. In the ELSS category there are 36 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has seven KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. 10.38% 22.79% -14.61% -14.32% 1.07 0.73 0.42

Hsbc Tax Saver Equity Fund

33 The Hsbc Tax Saver Equity Fund is a ELSS. In the ELSS category there are 36 funds. The fund does not have any KPI that are top quartile. The fund has 11 KPIs that are in bottom quartile. The fund has 48% of the KPIs that are in bottom quartile. 9.82% 22.99% -12.82% -15.31% 1.01 0.63 0.39

Invesco India Tax Plan

34 The Invesco India Tax Plan is a ELSS. In the ELSS category there are 36 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 17 KPIs that are in bottom quartile. The fund has 74% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 9.59% 20.51% -17.68% -16.17% 0.91 0.55 0.43

Axis Long Term Equity Fund

35 The Axis Long Term Equity Fund is a ELSS. In the ELSS category there are 36 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 18 KPIs that are in bottom quartile. The fund has 78% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 9.40% 16.79% -22.81% -20.93% 0.51 0.32 0.38

****NO INVESTMENT ADVICE!!!***
The ranking is based on historical performance of the fund. It does not guarantee superior future performance. All analysis presented is for information purposes only.


Returns (Regular Plan)

As On: 31 May 2023
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Tax Plan
Aditya Birla Sun Life Tax Relief '96
-0.36
32
1.14
35
3.54
25
4.73
35
-2.50
35
6.30
36
13.01
34
5.45
31
Axis Long Term Equity Fund
-0.07
17
2.24
3
4.93
5
9.78
2
2.00
11
9.40
33
16.79
33
9.44
23
Franklin India Taxshield
0.03
9
1.73
14
3.50
26
7.00
15
-0.02
27
14.05
14
27.29
6
10.76
16
Shriram Long Term Equity Fund
-0.44
35
1.52
26
3.41
27
5.65
33
-1.58
33
9.15
34
16.96
32
Mirae Asset Tax Saver Fund
-0.08
20
1.63
19
3.32
28
6.51
21
0.58
24
10.75
29
26.78
10
14.62
3
Bank Of India Tax Advantage Fund
-0.06
16
1.56
24
2.19
35
8.16
7
1.45
16
16.31
5
27.37
5
12.93
9
Canara Robeco Equity Tax Saver Fund
-0.14
24
1.63
21
3.89
20
6.60
19
0.63
22
12.65
19
25.35
16
14.96
2
DSP Tax Saver Fund
-0.26
29
1.30
32
3.99
16
5.89
30
0.50
25
12.64
20
26.03
14
13.30
6
Edelweiss Long Term Equity Fund (Tax Savings)
-0.09
23
1.89
10
4.22
12
6.80
17
1.57
14
13.13
17
23.32
22
9.90
22
Navi Elss Tax Saver Fund
0.14
5
1.67
17
3.94
18
6.19
27
0.59
23
11.68
25
20.30
29
8.67
27
HDFC Taxsaver
0.03
10
1.43
29
3.02
31
6.50
22
1.25
17
17.26
3
27.26
7
10.68
17
HSBC Tax Saver Equity Fund
-0.08
21
1.70
16
4.27
10
7.01
14
-1.00
31
9.82
31
22.99
23
9.12
25
ICICI Prudential Long Term Equity Fund (Tax Saving)
0.18
2
1.96
8
4.70
9
6.92
16
0.29
26
11.51
26
24.24
19
11.93
12
IDBI Equity Advantage Fund
-0.07
19
1.63
20
4.22
11
8.01
8
2.26
9
14.81
11
20.33
28
8.50
28
IDFC Tax Advantage (Elss) Fund
0.07
7
2.04
5
5.22
4
8.29
5
3.41
7
15.75
9
34.18
2
12.84
10
Indiabulls Tax Savings Fund
-0.43
34
1.39
31
2.97
32
5.73
32
-1.21
32
8.80
35
18.61
31
7.54
29
Invesco India Tax Plan
0.05
8
1.81
12
4.89
7
7.84
9
1.13
18
9.59
32
20.51
27
10.30
19
ITI Long Term Equity Fund
-0.01
14
1.62
22
3.97
17
7.18
12
1.90
12
16.20
6
19.81
30
JM Tax Gain Fund
0.01
12
2.26
2
6.16
2
8.29
4
4.04
5
15.37
10
26.77
11
13.00
8
Kotak Tax Saver Fund
-0.14
25
1.73
13
2.95
33
6.76
18
2.11
10
15.91
7
26.11
13
14.04
4
Mahindra Manulife Elss Kar Bachat Yojana
-0.18
28
1.71
15
3.88
21
6.18
28
1.74
13
14.11
13
26.51
12
11.55
13
Motilal Oswal Long Term Equity Fund (Moflte)
-0.17
27
1.64
18
5.78
3
8.67
3
4.71
3
19.74
2
24.97
18
9.99
21
Nippon India Tax Saver (Elss) Fund
-0.30
30
1.47
28
3.07
29
5.91
29
-0.80
30
12.16
22
27.01
9
7.28
30
PGIM India Elss Tax Saver Fund
0.08
6
2.21
4
4.06
15
7.34
11
2.45
8
14.67
12
27.42
4
13.06
7
Parag Parikh Tax Saver Fund
0.00
13
1.29
33
3.07
30
6.54
20
3.93
6
15.91
8
28.72
3
Quant Tax Plan
-0.32
31
1.93
9
2.07
36
7.83
10
-5.02
36
11.17
28
41.15
1
21.73
1
Quantum Tax Saving Fund
-0.49
36
1.10
36
3.71
23
4.90
34
1.00
19
11.94
24
23.89
20
9.39
24
SBI Long Term Equity Fund
-0.40
33
1.51
27
4.07
14
8.24
6
4.23
4
20.05
1
27.25
8
12.53
11
Sundaram Diversified Equity
-0.16
26
1.40
30
3.63
24
6.36
25
0.74
21
13.05
18
25.24
17
9.02
26
Tata India Tax Savings Fund
-0.08
22
1.56
25
2.91
34
4.36
36
-1.86
34
12.16
21
23.75
21
11.30
14
Union Long Term Equity Fund
0.16
4
1.87
11
4.72
8
6.42
24
0.93
20
13.67
16
25.92
15
13.42
5
UTI Long Term Equity Fund (Tax Saving)
-0.01
15
2.03
6
4.89
6
6.35
26
-0.31
29
10.38
30
22.79
24
11.01
15
Taurus Tax Shield
0.18
3
1.26
34
3.87
22
5.89
31
5.41
1
16.84
4
21.94
26
10.36
18
LIC Mf Tax Plan
0.19
1
2.52
1
6.58
1
9.92
1
5.19
2
13.95
15
22.46
25
10.15
20
Sundaram Tax Savings Fund
-0.07
18
1.61
23
3.92
19
6.43
23
-0.02
28
12.13
23
Baroda BNP Paribas Elss Fund
0.02
11
1.99
7
4.10
13
7.08
13
1.46
15
11.30
27

Returns (Direct Plan)

As On: 31 May 2023
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Tax Plan
Aditya Birla Sun Life Tax Relief '96
-0.36
32
1.14
35
3.54
25
4.73
35
-2.50
35
6.30
36
13.01
34
5.45
31
Axis Long Term Equity Fund
-0.07
17
2.24
3
4.93
5
9.78
2
2.00
11
9.40
33
16.79
33
9.44
23
Franklin India Taxshield
0.03
9
1.73
14
3.50
26
7.00
15
-0.02
27
14.05
14
27.29
6
10.76
16
Shriram Long Term Equity Fund
-0.44
35
1.52
26
3.41
27
5.65
33
-1.58
33
9.15
34
16.96
32
Mirae Asset Tax Saver Fund
-0.08
20
1.63
19
3.32
28
6.51
21
0.58
24
10.75
29
26.78
10
14.62
3
Bank Of India Tax Advantage Fund
-0.06
16
1.56
24
2.19
35
8.16
7
1.45
16
16.31
5
27.37
5
12.93
9
Canara Robeco Equity Tax Saver Fund
-0.14
24
1.63
21
3.89
20
6.60
19
0.63
22
12.65
19
25.35
16
14.96
2
DSP Tax Saver Fund
-0.26
29
1.30
32
3.99
16
5.89
30
0.50
25
12.64
20
26.03
14
13.30
6
Edelweiss Long Term Equity Fund (Tax Savings)
-0.09
23
1.89
10
4.22
12
6.80
17
1.57
14
13.13
17
23.32
22
9.90
22
Navi Elss Tax Saver Fund
0.14
5
1.67
17
3.94
18
6.19
27
0.59
23
11.68
25
20.30
29
8.67
27
HDFC Taxsaver
0.03
10
1.43
29
3.02
31
6.50
22
1.25
17
17.26
3
27.26
7
10.68
17
HSBC Tax Saver Equity Fund
-0.08
21
1.70
16
4.27
10
7.01
14
-1.00
31
9.82
31
22.99
23
9.12
25
ICICI Prudential Long Term Equity Fund (Tax Saving)
0.18
2
1.96
8
4.70
9
6.92
16
0.29
26
11.51
26
24.24
19
11.93
12
IDBI Equity Advantage Fund
-0.07
19
1.63
20
4.22
11
8.01
8
2.26
9
14.81
11
20.33
28
8.50
28
IDFC Tax Advantage (Elss) Fund
0.07
7
2.04
5
5.22
4
8.29
5
3.41
7
15.75
9
34.18
2
12.84
10
Indiabulls Tax Savings Fund
-0.43
34
1.39
31
2.97
32
5.73
32
-1.21
32
8.80
35
18.61
31
7.54
29
Invesco India Tax Plan
0.05
8
1.81
12
4.89
7
7.84
9
1.13
18
9.59
32
20.51
27
10.30
19
ITI Long Term Equity Fund
-0.01
14
1.62
22
3.97
17
7.18
12
1.90
12
16.20
6
19.81
30
JM Tax Gain Fund
0.01
12
2.26
2
6.16
2
8.29
4
4.04
5
15.37
10
26.77
11
13.00
8
Kotak Tax Saver Fund
-0.14
25
1.73
13
2.95
33
6.76
18
2.11
10
15.91
7
26.11
13
14.04
4
Mahindra Manulife Elss Kar Bachat Yojana
-0.18
28
1.71
15
3.88
21
6.18
28
1.74
13
14.11
13
26.51
12
11.55
13
Motilal Oswal Long Term Equity Fund (Moflte)
-0.17
27
1.64
18
5.78
3
8.67
3
4.71
3
19.74
2
24.97
18
9.99
21
Nippon India Tax Saver (Elss) Fund
-0.30
30
1.47
28
3.07
29
5.91
29
-0.80
30
12.16
22
27.01
9
7.28
30
PGIM India Elss Tax Saver Fund
0.08
6
2.21
4
4.06
15
7.34
11
2.45
8
14.67
12
27.42
4
13.06
7
Parag Parikh Tax Saver Fund
0.00
13
1.29
33
3.07
30
6.54
20
3.93
6
15.91
8
28.72
3
Quant Tax Plan
-0.32
31
1.93
9
2.07
36
7.83
10
-5.02
36
11.17
28
41.15
1
21.73
1
Quantum Tax Saving Fund
-0.49
36
1.10
36
3.71
23
4.90
34
1.00
19
11.94
24
23.89
20
9.39
24
SBI Long Term Equity Fund
-0.40
33
1.51
27
4.07
14
8.24
6
4.23
4
20.05
1
27.25
8
12.53
11
Sundaram Diversified Equity
-0.16
26
1.40
30
3.63
24
6.36
25
0.74
21
13.05
18
25.24
17
9.02
26
Tata India Tax Savings Fund
-0.08
22
1.56
25
2.91
34
4.36
36
-1.86
34
12.16
21
23.75
21
11.30
14
Union Long Term Equity Fund
0.16
4
1.87
11
4.72
8
6.42
24
0.93
20
13.67
16
25.92
15
13.42
5
UTI Long Term Equity Fund (Tax Saving)
-0.01
15
2.03
6
4.89
6
6.35
26
-0.31
29
10.38
30
22.79
24
11.01
15
Taurus Tax Shield
0.18
3
1.26
34
3.87
22
5.89
31
5.41
1
16.84
4
21.94
26
10.36
18
LIC Mf Tax Plan
0.19
1
2.52
1
6.58
1
9.92
1
5.19
2
13.95
15
22.46
25
10.15
20
Sundaram Tax Savings Fund
-0.07
18
1.61
23
3.92
19
6.43
23
-0.02
28
12.13
23
Baroda BNP Paribas Elss Fund
0.02
11
1.99
7
4.10
13
7.08
13
1.46
15
11.30
27
Click on + to See Details
As On: 31 May 2023
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Baroda Bnp Paribas Elss Fund

0.82
23
1.22
29
0.39
24

Aditya Birla Sun Life Tax Plan (U/S 80c)

0.00
37
-0.34
34
-2.51
36
1.15
35
8.53
32

Aditya Birla Sun Life Tax Relief 96 (U/S 80c)

0.62
32
0.43
32
-2.07
35
1.72
34
9.27
31

Axis Long Term Equity Fund

0.09
36
-2.68
37
-3.46
37
1.82
33
15.76
16

Franklin India Taxshield

1.28
6
2.80
8
0.75
17
12.29
10
15.74
17

Shriram Long Term Equity Fund

0.61
33
1.47
25
-0.61
31
7.39
31

Mirae Asset Tax Saver Fund

0.63
30
1.91
17
0.66
20
9.87
23
20.60
5

Boi Axa Tax Advantage Fund

1.19
8
1.88
18
1.33
12
11.72
14
24.01
2

Canara Robeco Equity Tax Saver Fund

0.62
31
0.74
31
0.23
26
9.91
22
21.03
4

Dsp Tax Saver Fund

0.83
21
2.02
16
1.02
16
11.75
13
19.06
7

Edelweiss Long Term Equity Fund (Tax Savings)

1.07
14
1.16
30
0.66
19
9.45
26
15.15
20

Essel Long Term Advantage Fund

1.02
16
1.71
22
0.58
21
8.30
28
12.17
28

Hdfc Taxsaver

1.35
4
3.52
2
3.82
3
17.66
2
13.50
24

Hsbc Tax Saver Equity Fund

0.81
24
1.35
28
-1.42
32
10.14
21
15.48
19

Icici Prudential Long Term Equity Fund (Tax Saving)

0.84
20
1.87
19
-0.05
29
10.75
18
16.92
13

Idbi Equity Advantage Fund

0.72
27
1.41
27
1.20
14
10.28
20
12.84
26

Idfc Tax Advantage (Elss) Fund

0.98
18
2.47
10
1.98
8
14.31
4
21.21
3

Indiabulls Tax Savings Fund

0.71
28
2.10
15
-0.30
30
8.00
29
11.45
30

Invesco India Tax Plan

0.57
34
0.14
33
-1.55
34
7.70
30
15.53
18

Iti Long Term Equity Fund

1.10
12
2.93
6
1.91
9
4.35
32

Jm Tax Gain Fund

1.58
1
2.34
11
1.62
11
11.47
16
17.75
11

Kotak Tax Saver Fund

1.09
13
3.02
4
2.00
6
12.82
9
18.75
9

Mahindra Mutual Fund Kar Bachat Yojana

0.78
25
1.79
20
1.21
13
13.81
5
17.72
12

Motilal Oswal Long Term Equity Fund (Moflte)

1.17
11
3.02
3
3.33
5
9.82
24
14.54
22

Nippon India Tax Saver (Elss) Fund

0.87
19
2.21
12
0.49
22
12.27
11
12.34
27

Pgim India Long Term Equity Fund

1.04
15
2.86
7
1.99
7
13.56
7
19.01
8

Parag Parikh Tax Saver Fund

1.32
5
2.15
14
3.61
4
16.14
3

Quant Tax Plan

1.53
3
2.50
9
0.17
27
18.13
1
34.93
1

Quantum Tax Saving Fund

0.73
26
2.20
13
1.87
10
9.58
25
12.08
29

Sbi Long Term Equity Fund

1.55
2
4.47
1
4.24
2
13.59
6
16.80
14

Sundaram Diversified Equity

1.17
10
1.43
26
1.09
15
11.52
15
14.58
21

Tata India Tax Savings Fund

1.24
7
1.73
21
0.43
23
12.07
12
16.45
15

Union Long Term Equity Fund

0.83
22
1.62
23
0.71
18
13.28
8
19.72
6

Uti Long Term Equity Fund (Tax Saving)

0.24
35
-0.59
36
-1.51
33
8.72
27
17.79
10

Taurus Tax Shield

1.18
9
3.01
5
4.28
1
11.04
17
13.12
25

Lic Mf Tax Plan

0.68
29
-0.36
35
0.26
25
10.34
19
13.62
23

Sundaram Tax Savings Fund

1.01
17
1.49
24
0.12
28
As On: 31 May 2023
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Tax Plan (U/S 80c)

0.00
37
-0.25
35
-2.29
36
1.73
35
9.24
32

Aditya Birla Sun Life Tax Relief 96 (U/S 80c)

0.67
33
0.64
32
-1.65
35
2.58
34
10.29
31

Axis Long Term Equity Fund

0.16
36
-2.48
37
-3.08
37
2.69
33
16.75
20

Franklin India Taxshield

1.36
6
3.01
8
1.17
20
13.22
11
16.81
19

Shriram Long Term Equity Fund

0.76
30
1.95
23
0.28
30
9.33
30

Mirae Asset Tax Saver Fund

0.72
32
2.21
18
1.23
19
11.29
24
22.44
4

Boi Axa Tax Advantage Fund

1.29
8
2.20
20
1.94
13
13.07
13
25.37
2

Canara Robeco Equity Tax Saver Fund

0.73
31
1.08
31
0.87
25
11.40
22
22.42
5

Dsp Tax Saver Fund

0.91
22
2.27
16
1.49
17
12.81
14
20.21
9

Edelweiss Long Term Equity Fund (Tax Savings)

1.21
13
1.59
29
1.54
15
11.33
23
17.15
16

Essel Long Term Advantage Fund

1.19
16
2.20
19
1.51
16
10.37
26
14.23
25

Hdfc Taxsaver

1.40
5
3.69
2
4.15
4
18.41
2
14.17
26

Hsbc Tax Saver Equity Fund

0.91
23
1.65
26
-0.80
32
11.53
19
16.95
18

Icici Prudential Long Term Equity Fund (Tax Saving)

0.91
24
1.98
22
0.26
31
11.47
21
17.74
14

Idbi Equity Advantage Fund

0.83
27
1.72
25
1.79
14
11.62
18
14.23
24

Idfc Tax Advantage (Elss) Fund

1.09
17
2.78
10
2.59
9
15.67
5
22.60
3

Indiabulls Tax Savings Fund

0.86
26
2.54
12
0.56
28
9.95
28
13.81
28

Invesco India Tax Plan

0.67
34
0.44
33
-0.90
33
9.07
31
17.00
17

Iti Long Term Equity Fund

1.27
9
3.41
3
2.95
6
6.55
32

Jm Tax Gain Fund

1.66
1
2.56
11
2.09
11
12.43
15
18.67
12

Kotak Tax Saver Fund

1.20
14
3.37
4
2.68
8
14.35
7
20.30
8

Mahindra Mutual Fund Kar Bachat Yojana

0.93
19
2.23
17
2.08
12
15.76
4
19.73
10

Motilal Oswal Long Term Equity Fund (Moflte)

1.27
10
3.33
5
3.97
5
11.20
25
16.06
21

Nippon India Tax Saver (Elss) Fund

0.92
21
2.38
14
0.86
26
13.09
12
13.14
29

Pgim India Long Term Equity Fund

1.19
15
3.22
6
2.76
7
15.27
6
20.61
6

Parag Parikh Tax Saver Fund

1.43
4
2.47
13
4.30
3
17.69
3

Quant Tax Plan

1.64
2
2.96
9
1.08
22
20.51
1
37.39
1

Quantum Tax Saving Fund

0.78
28
2.32
15
2.11
10
10.12
27
12.60
30

Sbi Long Term Equity Fund

1.60
3
4.62
1
4.59
2
14.31
8
17.53
15

Sundaram Diversified Equity

1.22
12
1.60
28
1.42
18
12.20
16
15.10
22

Tata India Tax Savings Fund

1.33
7
2.04
21
1.06
23
13.48
10
18.05
13

Union Long Term Equity Fund

0.90
25
1.86
24
1.17
21
14.10
9
20.40
7

Uti Long Term Equity Fund (Tax Saving)

0.32
35
-0.33
36
-1.01
34
9.78
29
18.93
11

Taurus Tax Shield

1.24
11
3.18
7
4.65
1
11.80
17
13.94
27

Lic Mf Tax Plan

0.77
29
-0.10
34
0.80
27
11.53
20
14.99
23

Sundaram Tax Savings Fund

1.06
18
1.65
27
0.42
29

Baroda Bnp Paribas Elss Fund

0.93
20
1.53
30
1.01
24
As On: 31 March 2023
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Tax Plan

-14.72
26
-14.00
28
-4.69
21
16.49
14
9.85
8

Aditya Birla Sun Life Tax Relief '96

-14.07
21
-13.67
26
-4.51
19
16.20
9
9.67
7

Axis Long Term Equity Fund

-20.93
35
-22.81
35
-8.03
34
19.45
34
12.06
34

Franklin India Taxshield

-14.03
20
-11.97
19
-5.03
27
17.80
31
11.14
29

Shriram Long Term Equity Fund

-13.44
11
-12.36
20
-4.69
22
14.93
3
9.58
5

Mirae Asset Tax Saver Fund

-13.60
14
-11.24
13
-5.57
29
17.78
30
10.78
24

Bank Of India Tax Advantage Fund

-15.72
31
-16.59
32
-6.30
32
16.87
19
11.43
31

Canara Robeco Equity Tax Saver Fund

-12.02
5
-12.90
25
-4.66
20
16.33
12
10.10
14

Dsp Tax Saver Fund

-14.43
24
-11.23
12
-4.32
16
17.23
25
10.49
21

Edelweiss Long Term Equity Fund (Tax Savings)

-13.48
12
-11.83
18
-3.96
8
16.55
15
10.49
22

Navi Elss Tax Saver Fund

-14.83
27
-13.92
27
-5.00
26
15.88
8
10.09
13

Hdfc Taxsaver

-12.91
7
-6.28
1
-2.74
1
16.57
16
10.17
15

Hsbc Tax Saver Equity Fund

-15.31
29
-12.82
22
-4.78
23
17.38
28
11.25
30

Icici Prudential Long Term Equity Fund (Tax Saving)

-13.13
8
-11.58
17
-4.13
13
17.63
29
10.68
23

Idbi Equity Advantage Fund

-14.28
22
-12.83
23
-4.02
10
15.13
4
10.06
11

Idfc Tax Advantage (Elss) Fund

-18.59
33
-11.04
11
-5.14
28
19.19
33
11.99
33

Indiabulls Tax Savings Fund

-13.65
15
-11.56
16
-4.88
24
15.75
7
10.09
12

Invesco India Tax Plan

-16.17
32
-17.68
33
-6.13
30
17.25
26
11.10
28

Iti Long Term Equity Fund

-11.90
4
-17.82
34
-6.29
31
16.31
11
9.39
3

Jm Tax Gain Fund

-13.70
16
-14.82
30
-4.39
17
17.06
21
10.91
27

Kotak Tax Saver Fund

-13.60
13
-9.96
6
-3.60
5
15.47
6
9.55
4

Mahindra Manulife Elss Kar Bachat Yojana

-13.36
10
-11.38
14
-4.30
15
17.12
23
10.82
26

Motilal Oswal Long Term Equity Fund (Moflte)

-13.82
18
-15.77
31
-4.42
18
16.71
18
10.42
19

Nippon India Tax Saver (Elss) Fund

-15.26
28
-10.23
8
-4.99
25
18.08
32
11.53
32

Pgim India Elss Tax Saver Fund

-13.90
19
-10.36
10
-3.54
4
17.08
22
10.38
17

Parag Parikh Tax Saver Fund

-11.40
2
-7.38
2
-2.83
2
13.47
1
8.72
1

Quant Tax Plan

-19.99
34
-12.73
21
-8.04
35
20.24
35
13.64
35

Quantum Tax Saving Fund

-14.71
25
-9.00
3
-4.19
14
16.42
13
9.62
6

Sbi Long Term Equity Fund

-11.41
3
-10.25
9
-4.03
11
16.67
17
10.25
16

Sundaram Diversified Equity

-11.38
1
-9.16
4
-3.72
6
16.27
10
9.95
10

Tata India Tax Savings Fund

-13.80
17
-10.19
7
-3.85
7
17.27
27
10.79
25

Union Long Term Equity Fund

-12.60
6
-11.42
15
-3.98
9
16.92
20
10.41
18

Uti Long Term Equity Fund (Tax Saving)

-14.32
23
-14.61
29
-3.47
3
17.12
24
10.47
20

Taurus Tax Shield

-15.63
30
-9.55
5
-4.11
12
14.68
2
9.18
2

Lic Mf Tax Plan

-13.25
9
-12.86
24
-6.86
33
15.16
5
9.91
9

Sundaram Tax Savings Fund

Baroda Bnp Paribas Elss Fund

As On: 31 March 2023
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Tax Plan

0.52
34
0.34
34
0.68
34
0.42
-7.88
33 0.82 30
0.85
33
0.10
34
1.46
34
-0.1294
34

Aditya Birla Sun Life Tax Relief '96

0.55
33
0.36
33
0.71
33
0.42
-9.14
34 0.86 24
0.91
19
0.10
33
1.49
33
-0.1336
35

Axis Long Term Equity Fund

0.51
35
0.32
35
0.54
35
0.38
-12.20
35 1.00 1
0.86
32
0.10
35
1.46
35
-0.1226
33

Franklin India Taxshield

1.30
8
0.88
13
1.45
13
0.40
3.03
11 0.95 6
0.91
20
0.24
9
2.47
8
0.0143
7

Shriram Long Term Equity Fund

0.79
32
0.47
32
0.88
30
0.41
-4.94
31 0.81 31
0.94
13
0.15
32
1.81
32
-0.1069
32

Mirae Asset Tax Saver Fund

1.28
10
0.91
8
1.48
10
0.43
3.18
10 0.96 3
0.95
4
0.24
10
2.47
9
0.0199
6

Bank Of India Tax Advantage Fund

1.27
12
0.76
21
1.13
23
0.41
3.19
9 0.87 21
0.86
31
0.25
8
2.44
12
-0.0074
15

Canara Robeco Equity Tax Saver Fund

1.25
14
0.86
14
1.26
19
0.41
2.98
12 0.87 22
0.91
18
0.24
13
2.41
15
-0.0091
16

Dsp Tax Saver Fund

1.29
9
0.90
10
1.45
12
0.43
2.34
15 0.93 8
0.95
8
0.24
12
2.45
10
0.0037
10

Edelweiss Long Term Equity Fund (Tax Savings)

1.09
23
0.71
25
1.21
20
0.42
-0.86
25 0.90 17
0.95
9
0.20
23
2.21
23
-0.0393
23

Navi Elss Tax Saver Fund

1.02
25
0.64
26
1.02
26
0.42
-0.64
23 0.84 29
0.91
22
0.19
25
2.12
25
-0.0535
26

Hdfc Taxsaver

1.43
4
1.05
4
1.99
2
0.44
5.13
5 0.90 18
0.94
12
0.26
4
2.63
4
0.0202
5

Hsbc Tax Saver Equity Fund

1.01
26
0.63
27
1.14
22
0.39
-2.33
29 0.94 7
0.95
5
0.19
26
2.12
26
-0.0411
25

Icici Prudential Long Term Equity Fund (Tax Saving)

1.18
19
0.84
16
1.36
17
0.42
0.33
21 0.96 5
0.95
11
0.22
20
2.32
20
-0.0101
17

Idbi Equity Advantage Fund

0.88
30
0.51
31
0.94
29
0.37
-2.19
28 0.78 33
0.86
30
0.17
30
1.94
30
-0.0874
30

Idfc Tax Advantage (Elss) Fund

1.57
3
1.09
3
1.87
4
0.42
9.42
3 0.99 2
0.88
29
0.30
3
2.80
3
0.0926
2

Indiabulls Tax Savings Fund

0.85
31
0.52
30
1.00
28
0.41
-5.06
32 0.86 23
0.96
1
0.16
31
1.89
31
-0.0934
31

Invesco India Tax Plan

0.91
29
0.55
29
0.87
32
0.43
-3.75
30 0.92 11
0.93
16
0.17
29
1.99
29
-0.0610
27

Iti Long Term Equity Fund

0.97
28
0.72
24
0.87
31
0.43
-1.93
27 0.85 25
0.88
28
0.19
28
2.05
28
-0.0633
28

Jm Tax Gain Fund

1.20
18
0.78
17
1.17
21
0.39
1.19
20 0.90 16
0.90
23
0.23
18
2.35
18
-0.0181
20

Kotak Tax Saver Fund

1.40
6
0.98
6
1.52
7
0.43
4.70
6 0.84 28
0.95
7
0.26
6
2.61
6
-0.0008
12

Mahindra Manulife Elss Kar Bachat Yojana

1.26
13
0.85
15
1.41
14
0.41
2.92
13 0.92 9
0.95
6
0.23
14
2.44
13
0.0068
9

Motilal Oswal Long Term Equity Fund (Moflte)

1.11
22
0.74
22
1.05
25
0.40
0.32
22 0.88 20
0.89
26
0.21
22
2.24
22
-0.0338
22

Nippon India Tax Saver (Elss) Fund

1.18
20
0.76
20
1.48
11
0.40
1.29
19 0.96 4
0.91
21
0.22
19
2.32
19
0.0005
11

Pgim India Elss Tax Saver Fund

1.40
5
1.02
5
1.61
5
0.44
5.17
4 0.92 12
0.94
14
0.26
5
2.61
5
0.0269
4

Parag Parikh Tax Saver Fund

1.87
2
1.37
1
1.96
3
0.43
14.94
2 0.62 35
0.68
34
0.41
2
3.20
2
0.0362
3

Quant Tax Plan

1.96
1
1.23
2
2.18
1
0.40
24.38
1 0.85 26
0.58
35
0.47
1
3.27
1
0.1996
1

Quantum Tax Saving Fund

1.22
16
0.89
12
1.51
8
0.44
3.80
8 0.85 27
0.90
24
0.24
11
2.42
14
-0.0062
13

Sbi Long Term Equity Fund

1.39
7
0.96
7
1.57
6
0.46
4.01
7 0.90 15
0.95
11
0.26
7
2.58
7
0.0104
8

Sundaram Diversified Equity

1.24
15
0.89
11
1.50
9
0.39
2.14
16 0.88 19
0.96
3
0.23
17
2.41
16
-0.0135
19

Tata India Tax Savings Fund

1.14
21
0.77
19
1.39
16
0.41
1.64
18 0.90 14
0.93
15
0.22
21
2.31
21
-0.0109
18

Union Long Term Equity Fund

1.27
11
0.90
9
1.41
15
0.42
1.74
17 0.92 10
0.96
2
0.23
15
2.44
11
-0.0064
14

Uti Long Term Equity Fund (Tax Saving)

1.07
24
0.73
23
1.09
24
0.42
-0.78
24 0.91 13
0.93
17
0.20
24
2.19
24
-0.0336
21

Taurus Tax Shield

1.20
17
0.77
18
1.33
18
0.45
2.73
14 0.77 34
0.90
25
0.23
16
2.36
17
-0.0404
24

Lic Mf Tax Plan

0.98
27
0.59
28
1.01
27
0.37
-1.26
26 0.79 32
0.88
27
0.19
27
2.06
27
-0.0742
29

Sundaram Tax Savings Fund

Baroda Bnp Paribas Elss Fund





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More Mutual Fund Analysis Article

फायदा:

  1.     विविधता
  2.     व्यावसायिक प्रबंधन
  3.     पैमाने की अर्थव्यवस्थाएं (ईकानमी ऑफ स्केल)
  4.     तरलता (लिक्विडिटी)
  5.     विभिन्न प्रकार के निवेश विकल्प
  6.     स्वत: पुनर्निवेश

नुकसान:

  1.     शुल्क और व्यय
  2.     रिटर्न की कोई गारंटी नहीं
  3.     सीमित नियंत्रण
  4.     अंडरपरफॉर्मेंस की संभावना
  5.     कर (टैक्स)

 

  • The Treynor Ratio is a performance metric for mutual funds, measuring returns earned above a risk-free investment per unit of market risk.
  • Advantages include risk-adjusted performance evaluation, simplicity, and usefulness for diversified portfolios.
  • Disadvantages involve ignoring unsystematic risk, dependence on beta accuracy, and lack of consideration for current market conditions.
  • The Treynor Ratio is a valuable tool for informed investment decisions but should not be used in isolation.

  • The Sortino Ratio is a risk-adjusted performance measure that evaluates mutual funds based on their downside volatility.
  • It emphasizes downside risk, making it useful for risk-averse investors concerned about capital preservation.
  • The Sortino Ratio helps investors choose funds aligned with their risk tolerance and investment goals.
  • It identifies consistent performers with better risk-adjusted returns.
  • However, the Sortino Ratio neglects the upside potential of investments.