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: 30 September 2022

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 37 funds. The fund has 19 KPIs that are in top quartile. The fund has 90% 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. 8.50% 24.18% -23.28% -13.13% 0.95 0.40 0.50

Union Long Term Equity Fund

2 The Union Long Term Equity Fund is a ELSS. In the ELSS category there are 37 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% 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. 4.95% 20.61% -25.74% -14.50% 0.59 0.28 0.49

Pgim India Elss Tax Saver Fund

3 The Pgim India Elss Tax Saver Fund is a ELSS. In the ELSS category there are 37 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% 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. 8.45% 20.80% -28.24% -19.62% 0.52 0.26 0.49

Canara Robeco Equity Tax Saver Fund

4 The Canara Robeco Equity Tax Saver Fund is a ELSS. In the ELSS category there are 37 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 three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. 3.23% 21.79% -22.07% -15.29% 0.65 0.30 0.48

Mahindra Manulife Elss Kar Bachat Yojana

5 The Mahindra Manulife Elss Kar Bachat Yojana is a ELSS. In the ELSS category there are 37 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 does not have any KPI that are bottom quartile. 6.79% 19.40% -26.35% -16.10% 0.44 0.22 0.47

Kotak Tax Saver Fund

6 The Kotak Tax Saver Fund is a ELSS. In the ELSS category there are 37 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. 9.18% 19.46% -28.70% -18.69% 0.55 0.25 0.49

Tata India Tax Savings Fund

7 The Tata India Tax Savings Fund is a ELSS. In the ELSS category there are 37 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. 9.31% 17.35% -28.09% -17.71% 0.46 0.22 0.48

Sbi Long Term Equity Fund

8 The Sbi Long Term Equity Fund is a ELSS. In the ELSS category there are 37 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 one performance parameter that is in bottom quartile. 9.90% 20.44% -28.49% -21.80% 0.43 0.21 0.49

Quant Tax Plan

9 The Quant Tax Plan is a ELSS. In the ELSS category there are 37 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 has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 15.54% 40.10% -29.23% -21.51% 1.00 0.49 0.46

Uti Long Term Equity Fund (Tax Saving)

10 The Uti Long Term Equity Fund (Tax Saving) is a ELSS. In the ELSS category there are 37 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 five KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. -0.70% 17.81% -27.47% -18.99% 0.49 0.23 0.49

Bank Of India Tax Advantage Fund

11 The Bank Of India Tax Advantage Fund is a ELSS. In the ELSS category there are 37 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 four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 3.03% 24.38% -21.77% -19.66% 0.76 0.35 0.47

Mirae Asset Tax Saver Fund

12 The Mirae Asset Tax Saver Fund is a ELSS. In the ELSS category there are 37 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% 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. 2.83% 20.16% -28.35% -16.81% 0.56 0.27 0.49

Shriram Long Term Equity Fund

13 The Shriram Long Term Equity Fund is a ELSS. In the ELSS category there are 37 funds. The fund has four KPIs that are in top quartile. The fund has 19% of the KPIs that are in top quartile. The fund has five KPIs that are in bottom quartile. The fund has 24% of the KPIs that are in bottom quartile. 3.41% 13.97% -20.90% -17.40% 0.44 0.21 0.47

Idfc Tax Advantage (Elss) Fund

14 The Idfc Tax Advantage (Elss) Fund is a ELSS. In the ELSS category there are 37 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% 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. 7.76% 24.50% -35.06% -20.83% 0.48 0.24 0.49

Dsp Tax Saver Fund

15 The Dsp Tax Saver Fund is a ELSS. In the ELSS category there are 37 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 two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 6.08% 19.32% -29.03% -17.52% 0.54 0.26 0.49

Taurus Tax Shield

16 The Taurus Tax Shield is a ELSS. In the ELSS category there are 37 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. 8.03% 14.81% -26.02% -16.38% 0.33 0.16 0.50

Idbi Equity Advantage Fund

17 The Idbi Equity Advantage Fund is a ELSS. In the ELSS category there are 37 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. 6.03% 13.99% -22.82% -19.03% 0.28 0.15 0.46

Edelweiss Long Term Equity Fund (Tax Savings)

18 The Edelweiss Long Term Equity Fund (Tax Savings) is a ELSS. In the ELSS category there are 37 funds. The fund has one KPI that is 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. 4.19% 15.98% -27.62% -17.16% 0.38 0.19 0.49

Indiabulls Tax Savings Fund

19 The Indiabulls Tax Savings Fund is a ELSS. In the ELSS category there are 37 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 11 KPIs that are in bottom quartile. The fund has 50% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 4.24% 12.27% -26.61% -17.47% 0.24 0.13 0.48

Quantum Tax Saving Fund

20 The Quantum Tax Saving Fund is a ELSS. In the ELSS category there are 37 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. 7.47% 16.22% -34.30% -17.18% 0.24 0.13 0.50

Hdfc Taxsaver

21 The Hdfc Taxsaver is a ELSS. In the ELSS category there are 37 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. 13.17% 18.39% -33.57% -23.77% 0.36 0.18 0.49

Jm Tax Gain Fund

22 The Jm Tax Gain Fund is a ELSS. In the ELSS category there are 37 funds. The fund has four KPIs that are in top quartile. The fund has 17% 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. 3.66% 18.69% -28.59% -19.17% 0.49 0.23 0.49

Sundaram Diversified Equity

23 The Sundaram Diversified Equity is a ELSS. In the ELSS category there are 37 funds. The fund has four KPIs that are in top quartile. The fund has 17% 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. 7.37% 16.41% -31.78% -16.53% 0.34 0.17 0.48

Aditya Birla Sun Life Tax Relief '96

24 The Aditya Birla Sun Life Tax Relief '96 is a ELSS. In the ELSS category there are 37 funds. The fund has four KPIs that are in top quartile. The fund has 17% 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. 0.12% 9.80% -23.65% -16.39% 0.13 0.09 0.48

Aditya Birla Sun Life Tax Plan

25 The Aditya Birla Sun Life Tax Plan is a ELSS. In the ELSS category there are 37 funds. The fund has four KPIs that are in top quartile. The fund has 17% 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. -0.16% 9.16% -24.36% -16.65% 0.08 0.07 0.48

Icici Prudential Long Term Equity Fund (Tax Saving)

26 The Icici Prudential Long Term Equity Fund (Tax Saving) is a ELSS. In the ELSS category there are 37 funds. The fund does not have any KPI that are top quartile. The fund has one performance parameter that is in bottom quartile. 4.80% 18.05% -30.00% -20.29% 0.41 0.21 0.49

Franklin India Taxshield

27 The Franklin India Taxshield is a ELSS. In the ELSS category there are 37 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 four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 8.06% 18.60% -32.10% -21.47% 0.36 0.18 0.50

Lic Mf Tax Plan

28 The Lic Mf Tax Plan is a ELSS. In the ELSS category there are 37 funds. The fund does not have any KPI that are top quartile. The fund has 12 KPIs that are in bottom quartile. The fund has 52% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 1.17% 12.49% -28.13% -16.91% 0.35 0.17 0.48

Nippon India Tax Saver (Elss) Fund

29 The Nippon India Tax Saver (Elss) Fund is a ELSS. In the ELSS category there are 37 funds. The fund has four KPIs that are in top quartile. The fund has 17% 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. 8.51% 16.87% -36.07% -30.64% 0.20 0.13 0.45

Invesco India Tax Plan

30 The Invesco India Tax Plan is a ELSS. In the ELSS category there are 37 funds. The fund does not have any KPI that are top quartile. The fund has seven KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. -4.04% 15.13% -25.48% -21.56% 0.37 0.19 0.49

Hsbc Tax Saver Equity Fund

31 The Hsbc Tax Saver Equity Fund is a ELSS. In the ELSS category there are 37 funds. The fund does not have any KPI that are top quartile. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. 3.46% 15.91% -29.13% -18.03% 0.35 0.18 0.47

Axis Long Term Equity Fund

32 The Axis Long Term Equity Fund is a ELSS. In the ELSS category there are 37 funds. The fund has one KPI that is in top quartile. The fund has 14 KPIs that are in bottom quartile. The fund has 61% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. -10.77% 11.79% -23.29% -23.05% 0.35 0.19 0.46

Navi Elss Tax Saver Fund

33 The Navi Elss Tax Saver Fund is a ELSS. In the ELSS category there are 37 funds. The fund does not have any KPI that are 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. 1.49% 12.89% -30.60% -19.04% 0.25 0.13 0.49

L&T Tax Advantage Fund

34 None % % -29.94% -20.33% 0.28 0.15 0.49

Motilal Oswal Long Term Equity Fund (Moflte)

35 The Motilal Oswal Long Term Equity Fund (Moflte) is a ELSS. In the ELSS category there are 37 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. 4.26% 15.07% -29.87% -20.62% 0.36 0.18 0.48

Iti Long Term Equity Fund

36 The Iti Long Term Equity Fund is a ELSS. In the ELSS category there are 37 funds. The fund does not have any KPI that are top quartile. The fund has 16 KPIs that are in bottom quartile. The fund has 76% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 3.06% 12.42% -31.11% -20.10% 0.26 0.15 0.51

****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: 08 December 2022
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
0.41
24
-0.64
24
1.75
18
2.22
33
11.09
36
-0.16
32
9.16
35
5.65
30
Aditya Birla Sun Life Tax Relief '96
0.45
21
-0.57
22
1.81
16
1.88
34
11.27
34
0.12
31
9.80
34
6.31
29
Axis Long Term Equity Fund
-0.17
37
-0.86
31
-0.45
37
-2.79
37
10.23
37
-10.77
35
11.79
33
10.61
17
Franklin India Taxshield
0.51
17
-0.14
8
2.75
4
6.47
2
18.01
6
8.06
9
18.60
14
11.38
12
Shriram Long Term Equity Fund
0.35
27
-1.00
34
1.00
28
3.01
27
13.51
26
3.41
24
13.97
28
Mirae Asset Tax Saver Fund
0.43
23
-0.53
20
2.79
3
4.22
19
12.87
28
2.83
28
20.16
9
14.47
3
Bank of India Tax Advantage Fund
0.66
8
0.12
4
0.91
30
4.06
20
18.17
3
3.03
27
24.38
3
13.49
4
Canara Robeco Equity Tax Saver Fund
0.37
25
-0.84
30
0.97
29
2.75
31
15.12
13
3.23
25
21.79
5
15.69
2
Dsp Tax Saver Fund
0.58
12
-0.37
14
2.51
6
4.56
15
14.63
21
6.08
15
19.32
12
12.82
7
Edelweiss Long Term Equity Fund (Tax Savings)
0.37
26
-0.82
29
0.72
33
2.88
29
14.32
23
4.19
21
15.98
22
9.39
22
Navi ELSS Tax Saver Fund
0.09
34
-1.33
36
1.63
21
4.24
18
12.73
31
1.49
29
12.89
29
8.45
28
Hdfc Taxsaver
0.46
19
-0.77
27
2.51
7
6.27
4
17.58
7
13.17
2
18.39
15
9.17
24
Hsbc Tax Saver Equity Fund
0.23
33
-0.65
25
1.86
15
3.52
23
14.44
22
3.46
23
15.91
23
8.78
27
Icici Prudential Long Term Equity Fund (Tax Saving)
0.33
30
-0.77
28
1.52
22
4.52
16
13.89
24
4.80
18
18.05
16
12.41
11
Idbi Equity Advantage Fund
0.72
3
-0.42
16
1.47
24
3.30
24
16.25
11
6.03
16
13.99
27
9.04
25
Idfc Tax Advantage (Elss) Fund
0.69
5
-0.25
10
1.43
25
5.12
12
14.92
17
7.76
11
24.50
2
12.69
9
Indiabulls Tax Savings Fund
-0.07
36
-1.34
37
1.37
26
4.01
21
12.80
29
4.24
20
12.27
32
Invesco India Tax Plan
0.26
32
-0.97
33
1.51
23
2.36
32
11.21
35
-4.04
34
15.13
24
10.84
16
Iti Long Term Equity Fund
0.55
13
-0.25
11
1.86
14
5.10
13
14.87
19
3.06
26
12.42
31
Jm Tax Gain Fund
0.89
1
0.32
2
3.07
1
5.15
11
16.37
10
3.66
22
18.69
13
12.81
8
Kotak Tax Saver Fund
0.77
2
0.17
3
1.80
17
5.24
10
18.03
5
9.18
5
19.46
10
13.26
6
Mahindra Manulife ELSS Kar Bachat Yojana
0.54
15
-0.46
17
2.48
8
3.24
25
14.95
16
6.79
14
19.40
11
10.12
19
Motilal Oswal Long Term Equity Fund (Moflte)
0.68
7
-0.00
7
2.06
13
5.42
7
20.19
2
4.26
19
15.07
25
9.87
21
Nippon India Tax Saver (Elss) Fund
0.68
6
-0.17
9
2.90
2
5.04
14
16.63
9
8.51
6
16.87
19
4.83
31
PGIM India ELSS Tax Saver Fund
0.59
10
-0.51
18
2.17
12
5.43
6
14.97
15
8.45
8
20.80
6
12.69
10
Parag Parikh Tax Saver Fund
0.08
35
-1.09
35
-0.22
36
5.58
5
13.08
27
8.50
7
24.18
4
Quant Tax Plan
0.52
16
0.59
1
1.71
20
5.38
9
20.67
1
15.54
1
40.10
1
22.67
1
Quantum Tax Saving Fund
0.32
31
-0.87
32
2.25
9
4.51
17
12.78
30
7.47
12
16.22
21
9.32
23
Sbi Long Term Equity Fund
0.61
9
0.10
6
2.63
5
6.38
3
18.11
4
9.90
3
20.44
8
11.13
15
Sundaram Diversified Equity
0.45
20
-0.56
21
0.78
31
2.79
30
15.07
14
7.37
13
16.41
20
8.91
26
Tata India Tax Savings Fund
0.55
14
-0.41
15
2.22
10
5.42
8
17.02
8
9.31
4
17.35
18
11.34
13
Union Long Term Equity Fund
0.34
28
-0.65
26
1.23
27
3.62
22
15.23
12
4.95
17
20.61
7
13.46
5
Uti Long Term Equity Fund (Tax Saving)
0.47
18
-0.51
19
0.59
34
1.29
35
14.65
20
-0.70
33
17.81
17
11.15
14
L&T Tax Advantage Fund
Taurus Tax Shield
0.58
11
0.11
5
2.21
11
7.19
1
13.87
25
8.03
10
14.81
26
10.35
18
Lic Mf Tax Plan
0.71
4
-0.26
12
0.46
35
0.40
36
11.63
33
1.17
30
12.49
30
9.88
20
sundaram tax savings fund
0.44
22
-0.61
23
0.73
32
3.06
26
14.89
18
Baroda BNP Paribas ELSS Fund
0.33
29
-0.29
13
1.73
19
3.00
28
12.64
32

Returns (Direct Plan)

As On: 08 December 2022
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
0.41
24
-0.64
24
1.75
18
2.22
33
11.09
36
-0.16
32
9.16
35
5.65
30
Aditya Birla Sun Life Tax Relief '96
0.45
21
-0.57
22
1.81
16
1.88
34
11.27
34
0.12
31
9.80
34
6.31
29
Axis Long Term Equity Fund
-0.17
37
-0.86
31
-0.45
37
-2.79
37
10.23
37
-10.77
35
11.79
33
10.61
17
Franklin India Taxshield
0.51
17
-0.14
8
2.75
4
6.47
2
18.01
6
8.06
9
18.60
14
11.38
12
Shriram Long Term Equity Fund
0.35
27
-1.00
34
1.00
28
3.01
27
13.51
26
3.41
24
13.97
28
Mirae Asset Tax Saver Fund
0.43
23
-0.53
20
2.79
3
4.22
19
12.87
28
2.83
28
20.16
9
14.47
3
Bank of India Tax Advantage Fund
0.66
8
0.12
4
0.91
30
4.06
20
18.17
3
3.03
27
24.38
3
13.49
4
Canara Robeco Equity Tax Saver Fund
0.37
25
-0.84
30
0.97
29
2.75
31
15.12
13
3.23
25
21.79
5
15.69
2
Dsp Tax Saver Fund
0.58
12
-0.37
14
2.51
6
4.56
15
14.63
21
6.08
15
19.32
12
12.82
7
Edelweiss Long Term Equity Fund (Tax Savings)
0.37
26
-0.82
29
0.72
33
2.88
29
14.32
23
4.19
21
15.98
22
9.39
22
Navi ELSS Tax Saver Fund
0.09
34
-1.33
36
1.63
21
4.24
18
12.73
31
1.49
29
12.89
29
8.45
28
Hdfc Taxsaver
0.46
19
-0.77
27
2.51
7
6.27
4
17.58
7
13.17
2
18.39
15
9.17
24
Hsbc Tax Saver Equity Fund
0.23
33
-0.65
25
1.86
15
3.52
23
14.44
22
3.46
23
15.91
23
8.78
27
Icici Prudential Long Term Equity Fund (Tax Saving)
0.33
30
-0.77
28
1.52
22
4.52
16
13.89
24
4.80
18
18.05
16
12.41
11
Idbi Equity Advantage Fund
0.72
3
-0.42
16
1.47
24
3.30
24
16.25
11
6.03
16
13.99
27
9.04
25
Idfc Tax Advantage (Elss) Fund
0.69
5
-0.25
10
1.43
25
5.12
12
14.92
17
7.76
11
24.50
2
12.69
9
Indiabulls Tax Savings Fund
-0.07
36
-1.34
37
1.37
26
4.01
21
12.80
29
4.24
20
12.27
32
Invesco India Tax Plan
0.26
32
-0.97
33
1.51
23
2.36
32
11.21
35
-4.04
34
15.13
24
10.84
16
Iti Long Term Equity Fund
0.55
13
-0.25
11
1.86
14
5.10
13
14.87
19
3.06
26
12.42
31
Jm Tax Gain Fund
0.89
1
0.32
2
3.07
1
5.15
11
16.37
10
3.66
22
18.69
13
12.81
8
Kotak Tax Saver Fund
0.77
2
0.17
3
1.80
17
5.24
10
18.03
5
9.18
5
19.46
10
13.26
6
Mahindra Manulife ELSS Kar Bachat Yojana
0.54
15
-0.46
17
2.48
8
3.24
25
14.95
16
6.79
14
19.40
11
10.12
19
Motilal Oswal Long Term Equity Fund (Moflte)
0.68
7
-0.00
7
2.06
13
5.42
7
20.19
2
4.26
19
15.07
25
9.87
21
Nippon India Tax Saver (Elss) Fund
0.68
6
-0.17
9
2.90
2
5.04
14
16.63
9
8.51
6
16.87
19
4.83
31
PGIM India ELSS Tax Saver Fund
0.59
10
-0.51
18
2.17
12
5.43
6
14.97
15
8.45
8
20.80
6
12.69
10
Parag Parikh Tax Saver Fund
0.08
35
-1.09
35
-0.22
36
5.58
5
13.08
27
8.50
7
24.18
4
Quant Tax Plan
0.52
16
0.59
1
1.71
20
5.38
9
20.67
1
15.54
1
40.10
1
22.67
1
Quantum Tax Saving Fund
0.32
31
-0.87
32
2.25
9
4.51
17
12.78
30
7.47
12
16.22
21
9.32
23
Sbi Long Term Equity Fund
0.61
9
0.10
6
2.63
5
6.38
3
18.11
4
9.90
3
20.44
8
11.13
15
Sundaram Diversified Equity
0.45
20
-0.56
21
0.78
31
2.79
30
15.07
14
7.37
13
16.41
20
8.91
26
Tata India Tax Savings Fund
0.55
14
-0.41
15
2.22
10
5.42
8
17.02
8
9.31
4
17.35
18
11.34
13
Union Long Term Equity Fund
0.34
28
-0.65
26
1.23
27
3.62
22
15.23
12
4.95
17
20.61
7
13.46
5
Uti Long Term Equity Fund (Tax Saving)
0.47
18
-0.51
19
0.59
34
1.29
35
14.65
20
-0.70
33
17.81
17
11.15
14
L&T Tax Advantage Fund
Taurus Tax Shield
0.58
11
0.11
5
2.21
11
7.19
1
13.87
25
8.03
10
14.81
26
10.35
18
Lic Mf Tax Plan
0.71
4
-0.26
12
0.46
35
0.40
36
11.63
33
1.17
30
12.49
30
9.88
20
sundaram tax savings fund
0.44
22
-0.61
23
0.73
32
3.06
26
14.89
18
Baroda BNP Paribas ELSS Fund
0.33
29
-0.29
13
1.73
19
3.00
28
12.64
32
Click on + to See Details
As On: 08 December 2022
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)

-0.29
32
-2.06
34
-2.25
33
13.20
36
7.78
33

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

-0.32
33
-1.88
32
-1.85
32
13.96
35
8.57
32

Axis Long Term Equity Fund

-0.76
37
-5.12
36
-3.92
36
20.29
24
15.11
13

Franklin India Taxshield

0.56
10
-0.32
11
1.77
9
25.43
11
13.21
21

Shriram Long Term Equity Fund

-0.06
26
-1.43
29
0.59
18
18.32
31

Mirae Asset Tax Saver Fund

0.03
22
-0.89
22
-0.78
31
27.17
7
19.56
4

Boi Axa Tax Advantage Fund

0.15
20
-1.94
33
-0.44
28
31.96
3
22.85
2

Canara Robeco Equity Tax Saver Fund

-0.29
31
-0.95
24
1.00
14
31.69
5
19.92
3

Dsp Tax Saver Fund

0.55
11
-0.69
19
-0.43
27
25.18
12
17.99
7

Edelweiss Long Term Equity Fund (Tax Savings)

0.17
19
-0.39
12
0.49
20
21.39
23
13.83
18

Essel Long Term Advantage Fund

-0.26
30
-0.93
23
-0.59
30
18.69
29
10.69
29

Hdfc Taxsaver

1.00
3
0.83
5
4.41
2
26.20
10
11.46
27

Hsbc Tax Saver Equity Fund

-0.02
24
-0.44
13
0.12
23
23.29
20
13.75
19

Icici Prudential Long Term Equity Fund (Tax Saving)

0.30
16
-0.59
17
0.44
21
24.80
14
14.88
14

Idbi Equity Advantage Fund

-0.13
28
-0.45
14
1.35
13
19.84
27
11.75
25

Idfc Tax Advantage (Elss) Fund

0.78
7
1.38
3
2.56
5
33.04
2
18.82
5

Indiabulls Tax Savings Fund

0.00
23
-0.88
21
-0.00
25
16.07
33
10.12
30

Invesco India Tax Plan

-0.74
36
-1.51
30
-2.79
34
22.70
21
14.59
17

Iti Long Term Equity Fund

-0.41
35
-4.54
35
-3.52
35
15.32
34

Jm Tax Gain Fund

-0.04
25
-0.98
25
-0.34
26
24.27
17
16.15
12

Kotak Tax Saver Fund

0.81
6
1.16
4
2.78
4
23.74
18
17.22
8

Mahindra Mutual Fund Kar Bachat Yojana

0.48
13
-0.46
15
0.62
17
26.59
9
16.18
11

Motilal Oswal Long Term Equity Fund (Moflte)

0.33
15
-1.72
31
0.65
16
16.89
32
13.27
20

Nippon India Tax Saver (Elss) Fund

0.58
9
-0.12
10
1.40
12
24.79
15
10.11
31

Pgim India Long Term Equity Fund

0.90
4
1.69
2
2.36
7
30.16
6
17.21
9

Parag Parikh Tax Saver Fund

0.75
8
0.81
6
3.06
3
31.75
4

Quant Tax Plan

1.43
1
3.20
1
5.96
1
55.54
1
32.19
1

Quantum Tax Saving Fund

0.18
18
-0.56
16
0.59
19
20.13
25
11.00
28

Sbi Long Term Equity Fund

0.84
5
0.12
8
1.76
10
24.57
16
14.69
16

Sundaram Diversified Equity

0.50
12
-0.11
9
1.85
8
21.66
22
12.09
24

Tata India Tax Savings Fund

0.38
14
0.53
7
2.38
6
23.40
19
14.78
15

Union Long Term Equity Fund

0.06
21
-0.64
18
1.54
11
26.94
8
18.37
6

Uti Long Term Equity Fund (Tax Saving)

-0.11
27
-1.36
28
-0.49
29
25.00
13
16.67
10

L&T Tax Advantage Fund

-0.15
29
-1.04
26
0.11
24
18.85
28
12.34
23

Taurus Tax Shield

1.09
2
-0.72
20
0.15
22
18.56
30
11.60
26

Lic Mf Tax Plan

-0.37
34
-1.26
27
0.71
15
20.13
26
12.43
22

Sundaram Tax Savings Fund

0.25
17
As On: 08 December 2022
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)

-0.25
34
-1.92
34
-2.01
33
13.94
36
8.56
33

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

-0.24
33
-1.66
32
-1.44
32
14.93
35
9.63
32

Axis Long Term Equity Fund

-0.70
37
-4.93
36
-3.51
36
21.29
26
16.14
14

Franklin India Taxshield

0.62
12
-0.12
13
2.18
9
26.52
11
14.23
21

Shriram Long Term Equity Fund

0.08
25
-0.99
28
1.49
16
20.48
29

Mirae Asset Tax Saver Fund

0.14
22
-0.58
23
-0.17
31
29.13
7
21.35
3

Boi Axa Tax Advantage Fund

0.26
19
-1.70
33
0.10
28
33.38
4
24.18
2

Canara Robeco Equity Tax Saver Fund

-0.17
31
-0.62
24
1.71
14
33.23
5
21.23
4

Dsp Tax Saver Fund

0.64
10
-0.44
18
0.06
29
26.39
12
19.14
6

Edelweiss Long Term Equity Fund (Tax Savings)

0.31
17
0.03
10
1.34
17
23.49
22
15.79
16

Essel Long Term Advantage Fund

-0.11
30
-0.44
19
0.39
26
20.99
27
12.70
25

Hdfc Taxsaver

1.06
3
0.99
6
4.74
2
26.93
10
12.11
29

Hsbc Tax Saver Equity Fund

0.09
24
-0.12
14
0.74
23
24.87
20
15.15
19

Icici Prudential Long Term Equity Fund (Tax Saving)

0.37
16
-0.41
16
0.82
22
25.63
15
15.75
17

Idbi Equity Advantage Fund

-0.05
28
-0.13
15
1.95
12
21.29
25
13.09
23

Idfc Tax Advantage (Elss) Fund

0.88
7
1.70
3
3.19
5
34.54
2
20.19
5

Indiabulls Tax Savings Fund

0.15
21
-0.46
21
0.91
20
19.10
32
12.35
28

Invesco India Tax Plan

-0.63
36
-1.16
30
-2.14
34
24.20
21
16.02
15

Iti Long Term Equity Fund

-0.21
32
-4.03
35
-2.48
35
17.89
34

Jm Tax Gain Fund

0.05
26
-0.78
25
0.12
27
25.23
18
17.08
12

Kotak Tax Saver Fund

0.92
5
1.52
4
3.48
4
25.44
16
18.70
9

Mahindra Mutual Fund Kar Bachat Yojana

0.63
11
-0.03
12
1.50
15
28.75
8
18.15
10

Motilal Oswal Long Term Equity Fund (Moflte)

0.43
15
-1.41
31
1.26
19
18.45
33
14.78
20

Nippon India Tax Saver (Elss) Fund

0.64
9
0.06
9
1.79
13
25.67
14
10.89
31

Pgim India Long Term Equity Fund

1.05
4
2.05
2
3.13
6
31.73
6
18.76
8

Parag Parikh Tax Saver Fund

0.87
8
1.13
5
3.75
3
33.41
3

Quant Tax Plan

1.61
1
3.71
1
7.02
1
58.53
1
34.58
1

Quantum Tax Saving Fund

0.23
20
-0.45
20
0.84
21
20.72
28
11.49
30

Sbi Long Term Equity Fund

0.90
6
0.28
8
2.07
10
25.36
17
15.40
18

Sundaram Diversified Equity

0.55
13
0.03
11
2.19
8
22.37
23
12.58
26

Tata India Tax Savings Fund

0.49
14
0.85
7
3.01
7
25.18
19
16.38
13

Union Long Term Equity Fund

0.14
23
-0.41
17
1.99
11
27.66
9
18.98
7

Uti Long Term Equity Fund (Tax Saving)

-0.02
27
-1.12
29
0.05
30
26.19
13
17.77
11

L&T Tax Advantage Fund

-0.09
29
-0.85
26
0.49
24
19.74
30
13.04
24

Taurus Tax Shield

1.15
2
-0.53
22
0.49
25
19.46
31
12.40
27

Lic Mf Tax Plan

-0.28
35
-0.97
27
1.27
18
21.67
24
13.78
22

Sundaram Tax Savings Fund

0.30
18
As On: 30 September 2022
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

-16.65
10
-24.36
10
-8.13
17
18.80
9
13.98
6

Aditya Birla Sun Life Tax Relief '96

-16.39
8
-23.65
9
-7.85
14
18.39
6
13.62
5

Axis Long Term Equity Fund

-23.05
36
-23.29
8
-10.56
35
20.73
25
15.36
15

Franklin India Taxshield

-21.47
32
-32.10
34
-8.65
23
21.95
34
17.02
34

Shriram Long Term Equity Fund

-17.40
15
-20.90
3
-6.26
6
17.00
2
12.92
3

Mirae Asset Tax Saver Fund

-16.81
11
-28.35
21
-9.39
31
20.66
24
15.71
20

Bank Of India Tax Advantage Fund

-19.66
26
-21.77
4
-7.86
15
19.72
14
15.42
17

Canara Robeco Equity Tax Saver Fund

-15.29
5
-22.07
5
-6.43
8
19.21
10
14.74
10

Sundaram Tax Savings Fund

-15.22
4
-10.14
1
-6.24
5
15.70
1
8.83
1

Dsp Tax Saver Fund

-17.52
17
-29.03
25
-9.60
33
20.96
27
16.10
26

Edelweiss Long Term Equity Fund (Tax Savings)

-17.16
13
-27.62
17
-6.11
3
20.23
20
15.80
23

Navi Elss Tax Saver Fund

-19.04
23
-30.60
31
-8.36
20
20.93
26
16.82
30

Hdfc Taxsaver

-23.77
37
-33.57
35
-5.78
2
20.64
23
15.87
24

Hsbc Tax Saver Equity Fund

-18.03
19
-29.13
26
-8.39
21
21.55
33
16.82
31

Icici Prudential Long Term Equity Fund (Tax Saving)

-20.29
28
-30.00
30
-9.16
27
21.09
28
16.10
27

Idbi Equity Advantage Fund

-19.03
22
-22.82
6
-7.40
12
17.93
4
13.57
4

Idfc Tax Advantage (Elss) Fund

-20.83
31
-35.06
37
-9.43
32
24.38
38
18.90
38

Indiabulls Tax Savings Fund

-17.47
16
-26.61
15
-8.95
24
18.66
8
14.39
8

Baroda Bnp Paribas Elss Fund

-14.82
3
-11.38
2
-11.38
36
18.30
5
10.21
2

Invesco India Tax Plan

-21.56
34
-25.48
11
-8.30
19
20.25
21
15.78
21

Iti Long Term Equity Fund

-20.10
27
-31.11
32
-12.27
37
22.47
35
17.57
36

Jm Tax Gain Fund

-19.17
24
-28.59
23
-7.25
11
21.51
32
16.80
29

Kotak Tax Saver Fund

-18.69
20
-28.70
24
-6.93
10
19.64
12
15.70
18

Mahindra Manulife Elss Kar Bachat Yojana

-16.10
6
-26.35
14
-9.11
26
20.22
18
15.24
14

Motilal Oswal Long Term Equity Fund (Moflte)

-20.62
30
-29.87
28
-8.40
22
21.42
30
16.95
32

Nippon India Tax Saver (Elss) Fund

-30.64
38
-36.07
38
-13.99
38
23.74
37
18.30
37

Pgim India Elss Tax Saver Fund

-19.62
25
-28.24
20
-8.20
18
20.10
16
15.19
13

Parag Parikh Tax Saver Fund

-13.13
1
-23.28
7
-4.91
1
17.61
3
14.14
7

Quant Tax Plan

-21.51
33
-29.23
27
-9.29
30
23.14
36
17.21
35

Quantum Tax Saving Fund

-17.18
14
-34.30
36
-9.80
34
19.89
15
15.09
12

Sbi Long Term Equity Fund

-21.80
35
-28.49
22
-8.99
25
20.11
17
15.41
16

Sundaram Diversified Equity

-16.53
9
-31.78
33
-6.41
7
21.48
31
17.00
33

Tata India Tax Savings Fund

-17.71
18
-28.09
18
-6.15
4
20.47
22
15.79
22

Union Long Term Equity Fund

-14.50
2
-25.74
12
-7.50
13
19.62
11
14.95
11

Uti Long Term Equity Fund (Tax Saving)

-18.99
21
-27.47
16
-6.90
9
20.22
19
15.70
19

L&T Tax Advantage Fund

-20.33
29
-29.94
29
-9.19
28
21.15
29
16.50
28

Taurus Tax Shield

-16.38
7
-26.02
13
-7.89
16
18.40
7
14.56
9

Lic Mf Tax Plan

-16.91
12
-28.13
19
-9.21
29
19.70
13
15.90
25
As On: 30 September 2022
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

0.08
36
0.07
36
0.18
36
0.48
-4.49
30 0.85 32
0.88
33
0.05
35
0.92
35
-0.0673
32

Aditya Birla Sun Life Tax Relief '96

0.13
35
0.09
35
0.21
34
0.48
-5.60
33 0.85 31
0.93
24
0.06
34
1.00
34
-0.0814
35

Axis Long Term Equity Fund

0.35
25
0.19
19
0.36
16
0.46
-4.68
31 0.95 16
0.89
31
0.08
30
1.17
30
-0.0553
30

Franklin India Taxshield

0.36
22
0.18
21
0.30
25
0.50
-2.62
23 1.02 3
0.95
17
0.11
18
1.42
18
-0.0218
19

Shriram Long Term Equity Fund

0.44
14
0.21
15
0.40
11
0.47
-1.39
18 0.78 34
0.96
13
0.10
20
1.34
25
-0.0519
28

Mirae Asset Tax Saver Fund

0.56
6
0.27
6
0.43
6
0.49
2.43
6 1.00 6
0.97
3
0.14
8
1.69
7
0.0238
6

Bank Of India Tax Advantage Fund

0.76
3
0.35
3
0.63
3
0.47
7.40
3 0.87 29
0.89
32
0.21
3
2.08
3
0.0501
2

Canara Robeco Equity Tax Saver Fund

0.65
4
0.30
4
0.55
4
0.48
6.05
4 0.88 27
0.91
29
0.18
4
1.87
4
0.0408
5

Sundaram Tax Savings Fund

-0.26
38
-0.09
38
0.01
38
0.49

Dsp Tax Saver Fund

0.54
8
0.26
7
0.42
7
0.49
-0.12
14 0.99 9
0.97
5
0.13
12
1.58
12
-0.0037
13

Edelweiss Long Term Equity Fund (Tax Savings)

0.38
18
0.19
18
0.33
20
0.49
-2.64
24 0.95 19
0.96
8
0.10
21
1.37
20
-0.0355
24

Navi Elss Tax Saver Fund

0.25
31
0.13
31
0.24
32
0.49
-4.90
32 0.97 11
0.92
28
0.07
31
1.10
31
-0.0532
29

Hdfc Taxsaver

0.36
21
0.18
22
0.28
28
0.49
-1.13
17 0.95 17
0.96
10
0.12
15
1.48
15
-0.0201
18

Hsbc Tax Saver Equity Fund

0.35
24
0.18
24
0.31
21
0.47
-2.76
26 1.00 5
0.95
15
0.10
22
1.37
19
-0.0275
21

Icici Prudential Long Term Equity Fund (Tax Saving)

0.41
17
0.21
17
0.34
19
0.49
-0.53
16 0.99 7
0.97
6
0.12
14
1.55
14
-0.0065
14

Idbi Equity Advantage Fund

0.28
29
0.15
29
0.29
26
0.46
-2.64
25 0.80 33
0.90
30
0.09
29
1.20
29
-0.0609
31

Idfc Tax Advantage (Elss) Fund

0.48
12
0.24
10
0.37
15
0.49
2.72
5 1.12 1
0.92
27
0.15
5
1.77
5
0.0473
3

Indiabulls Tax Savings Fund

0.24
32
0.13
33
0.25
31
0.48
-5.74
34 0.88 28
0.98
1
0.06
32
1.08
32
-0.0797
34

Baroda Bnp Paribas Elss Fund

-0.18
37
-0.05
37
0.05
37
0.50

Invesco India Tax Plan

0.37
19
0.19
20
0.35
18
0.49
-2.26
20 0.95 20
0.94
20
0.10
19
1.37
22
-0.0317
23

Iti Long Term Equity Fund

0.26
30
0.15
30
0.26
30
0.51
-6.54
35 0.96 14
0.93
25
0.06
33
1.07
33
-0.0733
33

Jm Tax Gain Fund

0.49
11
0.23
11
0.40
10
0.49
-2.55
22 0.99 8
0.94
19
0.11
17
1.43
17
-0.0270
20

Kotak Tax Saver Fund

0.55
7
0.25
9
0.41
8
0.49
1.74
8 0.91 25
0.96
11
0.14
7
1.69
8
0.0024
10

Mahindra Manulife Elss Kar Bachat Yojana

0.44
15
0.22
14
0.38
13
0.47
0.90
11 0.95 18
0.97
4
0.13
13
1.56
13
0.0004
12

Motilal Oswal Long Term Equity Fund (Moflte)

0.36
20
0.18
23
0.31
22
0.48
-3.92
29 0.98 10
0.92
26
0.09
27
1.29
27
-0.0430
25

Nippon India Tax Saver (Elss) Fund

0.20
34
0.13
34
0.20
35
0.45
-2.31
21 1.07 2
0.93
22
0.10
25
1.35
23
-0.0113
16

Pgim India Elss Tax Saver Fund

0.52
9
0.26
8
0.40
9
0.49
1.13
10 0.95 15
0.96
12
0.14
10
1.62
10
0.0035
9

Parag Parikh Tax Saver Fund

0.95
2
0.40
2
0.66
2
0.50
9.12
2 0.73 35
0.82
34
0.23
2
2.19
2
0.0440
4

Quant Tax Plan

1.00
1
0.49
1
0.73
1
0.46
23.76
1 0.93 23
0.72
35
0.35
1
2.74
1
0.2276
1

Quantum Tax Saving Fund

0.24
33
0.13
32
0.21
33
0.50
-0.35
15 0.95 21
0.93
23
0.10
23
1.34
24
-0.0117
17

Sbi Long Term Equity Fund

0.43
16
0.21
16
0.35
17
0.49
0.28
13 0.94 22
0.96
8
0.13
11
1.61
11
-0.0071
15

Sundaram Diversified Equity

0.34
26
0.17
25
0.29
27
0.48
-3.09
27 1.01 4
0.96
9
0.10
24
1.37
21
-0.0283
22

Tata India Tax Savings Fund

0.46
13
0.22
13
0.37
14
0.48
0.73
12 0.97 12
0.95
14
0.11
16
1.44
16
0.0022
11

Union Long Term Equity Fund

0.59
5
0.28
5
0.47
5
0.49
2.30
7 0.93 24
0.97
2
0.15
6
1.76
6
0.0102
7

Uti Long Term Equity Fund (Tax Saving)

0.49
10
0.23
12
0.40
12
0.49
1.42
9 0.96 13
0.95
16
0.14
9
1.65
9
0.0074
8

L&T Tax Advantage Fund

0.28
28
0.15
28
0.27
29
0.49

Taurus Tax Shield

0.33
27
0.16
27
0.30
24
0.50
-2.18
19 0.86 30
0.94
18
0.10
26
1.31
26
-0.0459
26

Lic Mf Tax Plan

0.35
23
0.17
26
0.31
23
0.48
-3.59
28 0.91 26
0.94
21
0.09
28
1.26
28
-0.0518
27




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More Mutual Fund Analysis Article

This post will describe the methodology used for different calculations on this website.

The season of tax-saving has started, those who planned in advance are already investing in tax saving mutual funds. For those who are still waiting and have not identified funds, this article is for them.