| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 | 32 | |
35.90% | 13.88% | 15.49% | 11.28% | 13.69% | 36.95% | 14.80% | 16.48% | 12.31% | 14.71% | 11.71% | -13.67% | -14.07% | -4.56% | 0.84 | 0.19 | 0.38 |
| Sbi Long Term Equity Fund | 1 | |
55.65% | 28.89% | 26.37% | 17.86% | 16.54% | 56.74% | 29.75% | 27.19% | 18.64% | 17.28% | 13.34% | -10.25% | -12.35% | 9.18% | 0.95 | 0.80 | 1.50 |
| Hdfc Taxsaver | 2 | |
46.32% | 26.99% | 22.18% | 14.97% | 14.49% | 47.20% | 27.77% | 22.90% | 15.69% | 15.19% | 11.72% | -6.28% | -11.74% | 9.40% | 0.86 | 0.91 | 1.59 |
| Quant Tax Plan | 3 | |
53.74% | 25.87% | 35.49% | 24.66% | 24.50% | 55.32% | 27.72% | 37.72% | 26.32% | 25.77% | 16.36% | -12.73% | -19.99% | 13.97% | 0.90 | 0.67 | 1.26 |
| Motilal Oswal Long Term Equity Fund (Mo… | 4 | |
56.46% | 24.38% | 24.55% | 16.74% | % | 58.34% | 25.90% | 26.13% | 18.23% | % | 13.82% | -15.77% | -13.82% | 6.52% | 0.94 | 0.71 | 1.25 |
| Bank Of India Tax Advantage Fund | 5 | |
53.49% | 22.95% | 29.31% | 20.22% | 18.55% | 55.08% | 24.29% | 30.71% | 21.59% | 20.03% | 14.32% | -16.59% | -15.72% | 4.62% | 0.98 | 0.60 | 1.14 |
| Jm Tax Gain Fund | 6 | |
51.40% | 24.64% | 25.00% | 18.42% | 17.83% | 53.17% | 25.87% | 26.12% | 19.43% | 19.12% | 13.76% | -14.82% | -13.70% | 4.28% | 0.95 | 0.61 | 1.12 |
| Iti Long Term Equity Fund | 7 | |
54.68% | 20.22% | % | % | % | 57.50% | 22.59% | % | % | % | 13.06% | -17.82% | -11.90% | 1.91% | 0.86 | 0.53 | 0.88 |
| Franklin India Taxshield | 8 | |
44.21% | 23.40% | 22.01% | 15.70% | 16.08% | 45.36% | 24.42% | 23.08% | 16.75% | 17.14% | 12.72% | -11.97% | -13.26% | 4.20% | 0.93 | 0.61 | 1.17 |
| Kotak Tax Saver Fund | 9 | |
39.45% | 21.69% | 22.49% | 16.61% | 17.35% | 41.17% | 23.28% | 24.08% | 18.07% | 18.86% | 11.55% | -9.96% | -13.60% | 4.71% | 0.83 | 0.62 | 1.18 |
| Nippon India Tax Saver (Elss) Fund | 10 | |
44.31% | 23.18% | 20.74% | 11.53% | 13.22% | 45.28% | 24.05% | 21.58% | 12.37% | 14.09% | 13.03% | -10.23% | -13.88% | 4.34% | 0.97 | 0.58 | 1.09 |
| Parag Parikh Tax Saver Fund | 11 | |
36.06% | 21.04% | 24.57% | % | % | 37.55% | 22.53% | 26.10% | % | % | 9.99% | -7.38% | -11.40% | 8.34% | 0.65 | 0.76 | 1.37 |
| Dsp Tax Saver Fund | 12 | |
48.26% | 21.81% | 24.11% | 17.70% | 17.88% | 49.62% | 22.96% | 25.30% | 18.85% | 18.97% | 12.99% | -11.23% | -14.43% | 2.16% | 0.93 | 0.54 | 1.01 |
| Quantum Tax Saving Fund | 13 | |
40.85% | 19.88% | 18.88% | 13.65% | % | 42.39% | 20.71% | 19.62% | 14.23% | 14.15% | 11.76% | -9.00% | -14.71% | 5.09% | 0.82 | 0.48 | 0.92 |
| Taurus Tax Shield | 14 | |
39.56% | 20.31% | 19.76% | 14.84% | 14.47% | 40.46% | 21.12% | 20.59% | 15.62% | 15.34% | 11.34% | -9.55% | -15.63% | 4.73% | 0.75 | 0.50 | 1.01 |
| Union Long Term Equity Fund | 15 | |
33.37% | 19.32% | 22.40% | 15.97% | 13.54% | 34.55% | 20.33% | 23.25% | 16.72% | 14.35% | 11.87% | -11.42% | -12.60% | 3.12% | 0.86 | 0.56 | 1.06 |
| Bandhan Tax Advantage (Elss) Fund | 16 | |
33.47% | 21.16% | 24.16% | 16.97% | 17.30% | 35.00% | 22.58% | 25.57% | 18.34% | 18.71% | 12.76% | -11.04% | -18.59% | 4.80% | 0.88 | 0.53 | 1.08 |
| Hsbc Tax Saver Equity Fund | 17 | |
41.49% | 19.89% | 20.02% | 13.40% | 14.35% | 42.76% | 21.24% | 21.44% | 14.61% | 15.45% | 13.45% | -12.82% | -15.31% | 1.79% | 0.96 | 0.47 | 0.93 |
| Icici Prudential Long Term Equity Fund … | 18 | |
34.33% | 18.84% | 19.72% | 15.34% | 14.56% | 35.21% | 19.64% | 20.53% | 16.22% | 15.56% | 12.11% | -11.58% | -13.13% | 1.24% | 0.88 | 0.49 | 0.93 |
| Tata India Tax Savings Fund | 19 | |
34.60% | 20.52% | 19.93% | 15.01% | % | 36.10% | 21.95% | 21.47% | 16.49% | % | 12.79% | -10.19% | -13.28% | 3.86% | 0.93 | 0.47 | 0.88 |
| Mahindra Manulife Elss Kar Bachat Yojana | 20 | |
33.47% | 19.11% | 21.55% | 13.62% | % | 35.60% | 21.10% | 23.59% | 15.68% | % | 12.84% | -11.38% | -13.59% | 2.13% | 0.92 | 0.49 | 0.93 |
| Shriram Long Term Equity Fund | 21 | |
40.78% | 19.11% | 18.76% | % | % | 43.05% | 21.19% | 20.90% | % | % | 12.76% | -12.36% | -13.44% | -0.78% | 0.91 | 0.42 | 0.78 |
| Baroda Bnp Paribas Elss Fund | 22 | |
42.18% | % | % | % | % | 43.87% | % | % | % | % | % | % | % | % | |||
| Mirae Asset Tax Saver Fund | 23 | |
36.21% | 18.74% | 22.55% | 17.73% | % | 37.54% | 20.07% | 24.12% | 19.26% | % | 12.22% | -11.24% | -12.90% | 1.20% | 0.89 | 0.45 | 0.86 |
| Indiabulls Tax Savings Fund | 24 | |
37.76% | 17.90% | 16.92% | % | % | 39.74% | 19.86% | 19.16% | % | % | 12.61% | -11.56% | -13.13% | -1.00% | 0.93 | 0.42 | 0.80 |
| Edelweiss Long Term Equity Fund (Tax Sa… | 25 | |
36.36% | 18.77% | 19.87% | 13.93% | 14.23% | 38.62% | 20.79% | 21.91% | 15.78% | 15.77% | 12.43% | -11.83% | -13.48% | 0.07% | 0.90 | 0.44 | 0.85 |
| Invesco India Tax Plan | 26 | |
42.19% | 17.70% | 20.88% | 15.75% | 15.95% | 43.90% | 19.14% | 22.34% | 17.27% | 17.61% | 13.51% | -17.68% | -16.17% | -0.65% | 0.94 | 0.36 | 0.73 |
| Canara Robeco Equity Tax Saver Fund | 27 | |
35.09% | 17.84% | 22.60% | 17.66% | 15.99% | 36.66% | 19.34% | 24.06% | 18.95% | 17.08% | 12.43% | -12.90% | -12.02% | 0.62% | 0.92 | 0.43 | 0.79 |
| Sundaram Diversified Equity | 28 | |
27.03% | 17.66% | 17.91% | 11.73% | 13.68% | 27.76% | 18.32% | 18.52% | 12.32% | 14.22% | 12.00% | -9.16% | -11.38% | 0.65% | 0.88 | 0.46 | 0.83 |
| Lic Mf Tax Plan | 29 | |
36.48% | 18.55% | 18.65% | 14.25% | 14.08% | 38.03% | 19.89% | 20.03% | 15.59% | 15.28% | 12.31% | -12.86% | -12.03% | -0.15% | 0.84 | 0.41 | 0.75 |
| Pgim India Elss Tax Saver Fund | 30 | |
24.44% | 16.67% | 19.47% | 14.26% | % | 26.33% | 18.38% | 21.15% | 16.00% | % | 11.63% | -10.36% | -13.90% | 1.51% | 0.81 | 0.42 | 0.83 |
| Uti Long Term Equity Fund (Tax Saving) | 31 | |
34.72% | 15.92% | 20.43% | 14.29% | 14.02% | 36.12% | 17.10% | 21.62% | 15.38% | 15.11% | 12.57% | -14.61% | -14.32% | -1.34% | 0.87 | 0.34 | 0.64 |
| Sundaram Tax Savings Fund | 33 | |
31.45% | % | % | % | % | 32.18% | % | % | % | % | % | % | % | % | |||
| Navi Elss Tax Saver Fund | 34 | |
29.52% | 17.47% | 17.16% | 12.33% | % | 32.04% | 19.73% | 19.34% | 14.37% | % | 12.19% | -13.92% | -14.83% | -0.70% | 0.88 | 0.32 | 0.65 |
| Axis Long Term Equity Fund | 35 | |
31.66% | 11.54% | 16.50% | 13.82% | 14.68% | 32.65% | 12.42% | 17.44% | 14.81% | 15.78% | 15.54% | -22.81% | -20.17% | -8.40% | 1.04 | 0.17 | 0.28 |
Return Calculated On: 26 July 2024
Ratios Calculated On: 30 April 2024
Performance Indicators
LumpSum Investment Value Chart
SIP vs Lumpsum Investment (R) Chart
SIP vs Lumpsum Investment (D) Chart
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Aditya Birla Sun Life Tax Relief '96 | 16,308.00 | 14,842.33 | 53,164.80 | 50,656.50 | 123,288.00 | 93,491.16 | 177,475.20 | 140,458.00 | 432,924.00 | 241,115.88 | 1,212,678.00 | 564,037.74 |
| Baroda BNP Paribas Elss Fund | 17,061.60 | 14,962.86 | ||||||||||
| Bank Of India Tax Advantage Fund | 18,418.80 | 15,527.24 | 66,916.80 | 58,494.67 | 216,894.00 | 125,517.72 | 304,852.80 | 206,635.04 | 657,720.00 | 374,107.44 | 1,693,314.00 | 835,528.32 |
| Canara Robeco Equity Tax Saver Fund | 16,210.80 | 14,755.27 | 58,906.80 | 51,627.31 | 166,164.00 | 106,852.92 | 262,239.60 | 176,111.80 | 528,768.00 | 313,529.88 | 1,735,884.00 | 711,413.82 |
| DSP Tax Saver Fund | 17,791.20 | 15,604.80 | 65,066.40 | 56,948.80 | 176,712.00 | 118,807.08 | 262,894.80 | 191,060.77 | 621,648.00 | 341,734.68 | 2,006,370.00 | 829,063.98 |
| Edelweiss Long Term Equity Fund (Tax Savings) | 16,363.20 | 14,847.49 | 60,314.40 | 52,734.82 | 148,464.00 | 105,600.18 | 209,269.20 | 163,343.29 | 453,780.00 | 275,279.64 | 1,268,676.00 | 608,200.56 |
| Navi Elss Tax Saver Fund | 15,542.40 | 14,529.83 | 58,352.40 | 50,835.85 | 132,474.00 | 99,256.14 | 189,546.00 | 151,604.12 | ||||
| Franklin India Taxshield | 17,305.20 | 15,112.93 | 67,640.40 | 56,193.77 | 162,264.00 | 117,366.48 | 233,158.80 | 181,657.22 | 532,944.00 | 306,906.00 | 1,755,036.00 | 720,749.70 |
| HDFC Taxsaver | 17,558.40 | 15,232.82 | 73,724.40 | 58,161.28 | 163,332.00 | 121,787.52 | 223,045.20 | 184,912.73 | 464,496.00 | 309,026.88 | 1,539,504.00 | 669,571.02 |
| HSBC Tax Saver Equity Fund | 16,978.80 | 14,886.13 | 62,042.40 | 53,274.49 | 149,424.00 | 107,386.08 | 202,515.60 | 165,166.76 | 458,664.00 | 281,188.32 | 1,394,316.00 | 635,408.28 |
| ICICI Prudential Long Term Equity Fund (Tax Saving) | 16,119.60 | 14,596.58 | 60,426.00 | 51,607.51 | 147,564.00 | 105,765.06 | 228,034.80 | 166,599.47 | 467,160.00 | 285,051.96 | 668,944.62 | |
| Bandhan Tax Advantage (Elss) Fund | 16,016.40 | 14,521.46 | 64,022.40 | 53,246.84 | 177,048.00 | 117,383.04 | 251,613.60 | 184,740.86 | 591,684.00 | 329,886.00 | 1,978,938.00 | 797,654.52 |
| Indiabulls Tax Savings Fund | 16,531.20 | 14,673.70 | 58,993.20 | 51,828.08 | 131,094.00 | 99,876.78 | ||||||
| Invesco India Tax Plan | 17,062.80 | 15,016.00 | 58,698.00 | 53,403.41 | 154,872.00 | 106,136.16 | 233,822.40 | 167,721.54 | 527,316.00 | 295,164.36 | 1,801,872.00 | 717,081.12 |
| ITI Long Term Equity Fund | 18,561.60 | 15,556.78 | 62,553.60 | 58,351.68 | ||||||||
| JM Tax Gain Fund | 18,168.00 | 15,805.73 | 69,703.20 | 58,867.96 | 183,120.00 | 121,908.84 | 274,276.80 | 195,769.64 | 619,176.00 | 350,750.52 | 1,471,536.00 | 790,379.46 |
| Kotak Tax Saver Fund | 16,734.00 | 14,992.74 | 64,875.60 | 54,665.28 | 165,462.00 | 112,934.34 | 246,220.80 | 181,360.45 | 594,456.00 | 320,042.40 | 1,497,294.00 | 716,338.62 |
| LIC Mf Tax Plan | 16,377.60 | 14,874.00 | 59,976.00 | 52,185.20 | 141,108.00 | 102,535.02 | 213,452.40 | 159,686.44 | 448,032.00 | 273,103.44 | 1,076,706.00 | 581,917.14 |
| Mahindra Manulife Elss Kar Bachat Yojana | 16,016.40 | 14,588.94 | 60,825.60 | 51,994.12 | 159,198.00 | 108,226.26 | 205,354.80 | 168,008.82 | ||||
| Mirae Asset Tax Saver Fund | 16,345.20 | 14,806.34 | 60,267.60 | 52,573.14 | 165,876.00 | 109,391.10 | 263,356.80 | 179,043.31 | ||||
| Motilal Oswal Long Term Equity Fund (Moflte) | 18,775.20 | 15,729.64 | 69,267.60 | 60,416.35 | 179,802.00 | 123,128.28 | 248,194.80 | 191,603.16 | ||||
| Parag Parikh Tax Saver Fund | 16,327.20 | 14,463.00 | 63,835.20 | 52,508.38 | 179,982.00 | 112,213.62 | ||||||
| Quant Tax Plan | 18,448.80 | 15,550.94 | 71,794.80 | 59,257.80 | 273,948.00 | 147,048.60 | 392,926.80 | 254,816.94 | 1,073,748.00 | 493,648.68 | 1,851,732.00 | 1,099,770.30 |
| Nippon India Tax Saver (Elss) Fund | 17,317.20 | 15,280.34 | 67,287.60 | 56,026.91 | 153,936.00 | 116,011.68 | 180,289.20 | 169,932.08 | 415,284.00 | 271,492.08 | 1,556,694.00 | 639,791.10 |
| SBI Long Term Equity Fund | 18,678.00 | 15,876.54 | 77,090.40 | 62,851.64 | 193,350.00 | 132,132.96 | 265,406.40 | 207,285.79 | 554,460.00 | 348,948.00 | 1,624,266.00 | 776,208.78 |
| Shriram Long Term Equity Fund | 16,893.60 | 14,828.28 | 60,840.00 | 52,528.39 | 141,714.00 | 101,232.36 | ||||||
| Sundaram Diversified Equity | 15,243.60 | 14,184.68 | 58,640.40 | 49,745.99 | 136,734.00 | 100,585.56 | 182,641.20 | 152,732.50 | 432,420.00 | 258,202.08 | 1,101,726.00 | 555,896.70 |
| Sundaram Tax Savings Fund | 15,774.00 | 14,397.12 | ||||||||||
| Tata India Tax Savings Fund | 16,152.00 | 14,712.17 | 63,021.60 | 52,597.22 | 148,854.00 | 106,541.04 | 223,507.20 | 167,654.09 | ||||
| Taurus Tax Shield | 16,747.20 | 14,728.08 | 62,686.80 | 53,800.31 | 147,798.00 | 106,239.66 | 221,306.40 | 164,695.69 | 463,392.00 | 287,453.88 | 1,225,926.00 | 605,018.16 |
| Union Long Term Equity Fund | 16,004.40 | 14,425.55 | 61,160.40 | 51,834.38 | 164,808.00 | 107,948.46 | 236,913.60 | 173,461.60 | 427,416.00 | 290,095.56 | ||
| UTI Long Term Equity Fund (Tax Saving) | 16,166.40 | 14,666.93 | 56,077.20 | 50,526.07 | 151,986.00 | 102,267.60 | 213,973.20 | 161,431.87 | 445,728.00 | 276,088.32 | 1,192,302.00 | 591,134.22 |
| PGIM India Elss Tax Saver Fund | 14,932.80 | 14,082.17 | 57,178.80 | 48,657.02 | 146,058.00 | 101,362.38 | 213,528.00 | 160,151.29 | ||||
| Quantum Tax Saving Fund | 16,902.00 | 15,044.63 | 62,020.80 | 54,462.56 | 142,488.00 | 109,518.24 | 205,774.80 | 166,107.56 | ||||
| Axis Long Term Equity Fund | 15,799.20 | 14,490.59 | 49,953.60 | 48,405.89 | 128,760.00 | 92,198.28 | 207,866.40 | 146,248.79 | 471,948.00 | 258,307.80 | ||
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Aditya Birla Sun Life Tax Relief '96 | 16,434.00 | 14,907.05 | 54,468.00 | 51,297.91 | 128,652.00 | 95,599.20 | 189,344.40 | 145,172.24 | 473,520.00 | 254,136.72 | ||
| Baroda BNP Paribas Elss Fund | 17,264.40 | 15,064.31 | ||||||||||
| Bank Of India Tax Advantage Fund | 18,609.60 | 15,622.24 | 69,123.60 | 59,557.10 | 228,966.00 | 129,615.60 | 329,977.20 | 216,317.98 | 744,660.00 | 401,986.68 | ||
| Canara Robeco Equity Tax Saver Fund | 16,399.20 | 14,852.04 | 61,185.60 | 52,665.88 | 176,310.00 | 110,736.60 | 283,054.80 | 184,909.03 | 580,800.00 | 334,743.84 | ||
| DSP Tax Saver Fund | 17,954.40 | 15,686.40 | 66,927.60 | 57,829.64 | 185,286.00 | 122,116.50 | 281,442.00 | 198,674.11 | 681,396.00 | 362,389.08 | ||
| Edelweiss Long Term Equity Fund (Tax Savings) | 16,634.40 | 14,986.44 | 63,446.40 | 54,197.14 | 161,532.00 | 110,818.80 | 234,242.40 | 174,719.33 | 518,832.00 | 301,746.72 | ||
| Navi Elss Tax Saver Fund | 15,844.80 | 14,687.08 | 61,790.40 | 52,444.01 | 145,230.00 | 104,738.70 | 215,040.00 | 163,230.40 | ||||
| Franklin India Taxshield | 17,443.20 | 15,180.11 | 69,339.60 | 56,969.10 | 169,446.00 | 120,279.36 | 248,320.80 | 188,098.76 | 583,848.00 | 323,623.56 | ||
| HDFC Taxsaver | 17,664.00 | 15,285.80 | 75,092.40 | 58,761.04 | 168,258.00 | 123,952.20 | 233,024.40 | 189,437.22 | 493,608.00 | 320,409.24 | ||
| HSBC Tax Saver Equity Fund | 17,131.20 | 14,959.99 | 64,152.00 | 54,184.68 | 158,472.00 | 110,893.02 | 218,131.20 | 172,698.04 | 504,588.00 | 299,093.40 | ||
| ICICI Prudential Long Term Equity Fund (Tax Saving) | 16,225.20 | 14,650.60 | 61,650.00 | 52,155.47 | 152,646.00 | 107,807.52 | 240,626.40 | 171,337.99 | 509,652.00 | 298,778.04 | ||
| Bandhan Tax Advantage (Elss) Fund | 16,200.00 | 14,615.10 | 66,301.20 | 54,276.12 | 187,302.00 | 121,473.36 | 273,067.20 | 193,715.00 | 666,972.00 | 354,155.04 | ||
| Indiabulls Tax Savings Fund | 16,768.80 | 14,802.76 | 61,995.60 | 53,196.41 | 144,150.00 | 105,229.80 | ||||||
| Invesco India Tax Plan | 17,268.00 | 15,118.12 | 60,886.80 | 54,452.77 | 164,466.00 | 109,873.26 | 256,158.00 | 176,337.67 | 607,608.00 | 319,812.36 | ||
| ITI Long Term Equity Fund | 18,900.00 | 15,721.57 | 66,326.40 | 60,197.72 | ||||||||
| JM Tax Gain Fund | 18,380.40 | 15,917.44 | 71,798.40 | 59,917.46 | 191,466.00 | 125,379.36 | 291,127.20 | 203,218.76 | 690,312.00 | 372,582.84 | ||
| Kotak Tax Saver Fund | 16,940.40 | 15,096.80 | 67,453.20 | 55,826.93 | 176,460.00 | 117,265.80 | 268,749.60 | 191,122.26 | 675,168.00 | 346,154.16 | ||
| LIC Mf Tax Plan | 16,563.60 | 14,973.26 | 62,038.80 | 53,135.60 | 149,460.00 | 105,902.16 | 231,571.20 | 167,181.25 | 497,448.00 | 291,919.80 | ||
| Mahindra Manulife Elss Kar Bachat Yojana | 16,272.00 | 14,719.75 | 63,939.60 | 53,411.80 | 172,998.00 | 113,586.00 | 232,789.20 | 179,895.41 | ||||
| Mirae Asset Tax Saver Fund | 16,504.80 | 14,888.48 | 62,312.40 | 53,484.48 | 176,778.00 | 113,180.52 | 288,271.20 | 188,579.33 | ||||
| Motilal Oswal Long Term Equity Fund (Moflte) | 19,000.80 | 15,839.15 | 71,848.80 | 61,652.59 | 191,532.00 | 127,633.14 | 271,210.80 | 201,547.75 | ||||
| Parag Parikh Tax Saver Fund | 16,506.00 | 14,552.34 | 66,229.20 | 53,541.47 | 191,328.00 | 116,317.80 | ||||||
| Quant Tax Plan | 18,638.40 | 15,640.93 | 74,995.20 | 60,515.35 | 297,312.00 | 154,337.88 | 431,079.60 | 272,136.06 | 1,188,720.00 | 534,715.32 | ||
| Nippon India Tax Saver (Elss) Fund | 17,433.60 | 15,338.80 | 68,720.40 | 56,665.87 | 159,408.00 | 118,381.50 | 190,075.20 | 174,686.57 | 448,392.00 | 283,171.20 | ||
| SBI Long Term Equity Fund | 18,808.80 | 15,940.14 | 78,627.60 | 63,576.25 | 199,686.00 | 134,714.34 | 277,880.40 | 212,859.95 | 590,844.00 | 362,643.36 | ||
| Shriram Long Term Equity Fund | 17,166.00 | 14,964.25 | 64,080.00 | 54,000.40 | 154,968.00 | 106,320.96 | ||||||
| Sundaram Diversified Equity | 15,331.20 | 14,229.85 | 59,637.60 | 50,213.84 | 140,292.00 | 102,189.54 | 189,436.80 | 155,958.01 | 453,420.00 | 266,046.24 | ||
| Sundaram Tax Savings Fund | 15,861.60 | 14,441.48 | ||||||||||
| Tata India Tax Savings Fund | 16,332.00 | 14,804.75 | 65,293.20 | 53,603.32 | 158,670.00 | 110,312.16 | 244,507.20 | 176,396.05 | ||||
| Taurus Tax Shield | 16,855.20 | 14,782.69 | 63,968.40 | 54,395.24 | 152,994.00 | 108,314.52 | 232,008.00 | 169,260.50 | 500,196.00 | 299,979.48 | ||
| Union Long Term Equity Fund | 16,146.00 | 14,498.44 | 62,726.40 | 52,585.70 | 170,664.00 | 110,474.22 | 247,909.20 | 178,632.05 | 458,760.00 | 302,620.80 | ||
| UTI Long Term Equity Fund (Tax Saving) | 16,334.40 | 14,752.80 | 57,808.80 | 51,370.16 | 159,642.00 | 105,249.48 | 228,597.60 | 167,959.51 | 490,296.00 | 292,432.08 | ||
| PGIM India Elss Tax Saver Fund | 15,159.60 | 14,201.30 | 59,724.00 | 49,851.14 | 156,612.00 | 105,603.00 | 237,409.20 | 169,810.54 | ||||
| Quantum Tax Saving Fund | 17,086.80 | 15,139.06 | 63,324.00 | 55,202.22 | 146,928.00 | 111,706.14 | 213,234.00 | 170,241.20 | 450,936.00 | 286,688.52 | 1,556,046.00 | 634,056.12 |
| Axis Long Term Equity Fund | 15,918.00 | 14,551.66 | 51,152.40 | 49,001.11 | 134,046.00 | 94,255.68 | 220,911.60 | 151,130.95 | 519,624.00 | 272,388.36 | ||
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
-14.07 | -13.67 | -5.96 | 11.71 | 8.34 |
| Baroda Bnp Paribas Elss Fund |
|||||
| Bank Of India Tax Advantage Fund |
-15.72 | -16.59 | -5.83 | 14.32 | 10.37 |
| Canara Robeco Equity Tax Saver Fund |
-12.02 | -12.90 | -4.86 | 12.43 | 8.52 |
| Dsp Tax Saver Fund |
-14.43 | -11.23 | -5.61 | 12.99 | 9.18 |
| Edelweiss Long Term Equity Fund (Tax Savings) |
-13.48 | -11.83 | -5.05 | 12.43 | 8.88 |
| Navi Elss Tax Saver Fund |
-14.83 | -13.92 | -6.38 | 12.19 | 8.84 |
| Franklin India Taxshield |
-13.26 | -11.97 | -5.38 | 12.72 | 9.27 |
| Hdfc Taxsaver |
-11.74 | -6.28 | -3.44 | 11.72 | 8.40 |
| Hsbc Tax Saver Equity Fund |
-15.31 | -12.82 | -6.15 | 13.45 | 9.82 |
| Icici Prudential Long Term Equity Fund (Tax Saving) |
-13.13 | -11.58 | -5.49 | 12.11 | 8.63 |
| Bandhan Tax Advantage (Elss) Fund |
-18.59 | -11.04 | -5.19 | 12.76 | 9.58 |
| Indiabulls Tax Savings Fund |
-13.13 | -11.56 | -5.95 | 12.61 | 8.79 |
| Invesco India Tax Plan |
-16.17 | -17.68 | -5.61 | 13.51 | 9.91 |
| Iti Long Term Equity Fund |
-11.90 | -17.82 | -9.27 | 13.06 | 8.44 |
| Jm Tax Gain Fund |
-13.70 | -14.82 | -5.92 | 13.76 | 9.69 |
| Kotak Tax Saver Fund |
-13.60 | -9.96 | -3.65 | 11.55 | 8.33 |
| Lic Mf Tax Plan |
-12.03 | -12.86 | -5.98 | 12.31 | 8.39 |
| Mahindra Manulife Elss Kar Bachat Yojana |
-13.59 | -11.38 | -4.83 | 12.84 | 9.11 |
| Mirae Asset Tax Saver Fund |
-12.90 | -11.24 | -5.40 | 12.22 | 8.69 |
| Motilal Oswal Long Term Equity Fund (Moflte) |
-13.82 | -15.77 | -7.59 | 13.82 | 9.55 |
| Parag Parikh Tax Saver Fund |
-11.40 | -7.38 | -2.58 | 9.99 | 7.16 |
| Quant Tax Plan |
-19.99 | -12.73 | -7.06 | 16.36 | 11.67 |
| Nippon India Tax Saver (Elss) Fund |
-13.88 | -10.23 | -5.82 | 13.03 | 9.22 |
| Sbi Long Term Equity Fund |
-12.35 | -10.25 | -5.44 | 13.34 | 9.84 |
| Shriram Long Term Equity Fund |
-13.44 | -12.36 | -4.97 | 12.76 | 8.81 |
| Sundaram Diversified Equity |
-11.38 | -9.16 | -3.77 | 12.00 | 8.22 |
| Sundaram Tax Savings Fund |
|||||
| Tata India Tax Savings Fund |
-13.28 | -10.19 | -5.46 | 12.79 | 8.97 |
| Taurus Tax Shield |
-15.63 | -9.55 | -4.33 | 11.34 | 8.34 |
| Union Long Term Equity Fund |
-12.60 | -11.42 | -5.11 | 11.87 | 8.53 |
| Uti Long Term Equity Fund (Tax Saving) |
-14.32 | -14.61 | -5.05 | 12.57 | 8.70 |
| Pgim India Elss Tax Saver Fund |
-13.90 | -10.36 | -4.28 | 11.63 | 8.30 |
| Quantum Tax Saving Fund |
-14.71 | -9.00 | -4.54 | 11.76 | 8.34 |
| Axis Long Term Equity Fund |
-20.17 | -22.81 | -11.96 | 15.54 | 10.33 |
| 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 Tax Relief '96 |
0.38
|
0.19
|
0.51
|
0.39
|
-4.56
|
0.84 |
0.90
|
0.05
|
1.06
|
-7.5582
|
| Baroda Bnp Paribas Elss Fund |
|
|
|
|
|
|
|
|
|
|
| Bank Of India Tax Advantage Fund |
1.14
|
0.60
|
0.93
|
0.37
|
4.62
|
0.98 |
0.82
|
0.17
|
1.83
|
4.2624
|
| Canara Robeco Equity Tax Saver Fund |
0.79
|
0.43
|
0.78
|
0.40
|
0.62
|
0.92 |
0.92
|
0.11
|
1.47
|
-0.7437
|
| Dsp Tax Saver Fund |
1.01
|
0.54
|
1.00
|
0.38
|
2.16
|
0.93 |
0.90
|
0.14
|
1.71
|
0.8700
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
0.85
|
0.44
|
0.85
|
0.38
|
0.07
|
0.90 |
0.91
|
0.12
|
1.55
|
-1.8514
|
| Navi Elss Tax Saver Fund |
0.65
|
0.32
|
0.66
|
0.39
|
-0.70
|
0.88 |
0.86
|
0.09
|
1.32
|
-2.8552
|
| Franklin India Taxshield |
1.17
|
0.61
|
1.06
|
0.38
|
4.20
|
0.93 |
0.92
|
0.16
|
1.86
|
2.7745
|
| Hdfc Taxsaver |
1.59
|
0.91
|
1.67
|
0.38
|
9.40
|
0.86 |
0.94
|
0.22
|
2.26
|
6.6890
|
| Hsbc Tax Saver Equity Fund |
0.93
|
0.47
|
0.90
|
0.39
|
1.79
|
0.96 |
0.89
|
0.13
|
1.63
|
1.0422
|
| Icici Prudential Long Term Equity Fund (Tax Saving) |
0.93
|
0.49
|
0.90
|
0.38
|
1.24
|
0.88 |
0.92
|
0.13
|
1.63
|
-1.1103
|
| Bandhan Tax Advantage (Elss) Fund |
1.08
|
0.53
|
1.05
|
0.37
|
4.80
|
0.88 |
0.82
|
0.16
|
1.78
|
2.4324
|
| Indiabulls Tax Savings Fund |
0.80
|
0.42
|
0.84
|
0.38
|
-1.00
|
0.93 |
0.95
|
0.11
|
1.49
|
-2.3547
|
| Invesco India Tax Plan |
0.73
|
0.36
|
0.64
|
0.37
|
-0.65
|
0.94 |
0.84
|
0.10
|
1.43
|
-1.8076
|
| Iti Long Term Equity Fund |
0.88
|
0.53
|
0.70
|
0.41
|
1.91
|
0.86 |
0.75
|
0.13
|
1.58
|
-0.8389
|
| Jm Tax Gain Fund |
1.12
|
0.61
|
0.95
|
0.39
|
4.28
|
0.95 |
0.83
|
0.16
|
1.81
|
3.3328
|
| Kotak Tax Saver Fund |
1.18
|
0.62
|
1.09
|
0.40
|
4.71
|
0.83 |
0.90
|
0.16
|
1.87
|
1.3355
|
| Lic Mf Tax Plan |
0.75
|
0.41
|
0.75
|
0.41
|
-0.15
|
0.84 |
0.82
|
0.11
|
1.45
|
-3.2372
|
| Mahindra Manulife Elss Kar Bachat Yojana |
0.93
|
0.49
|
0.94
|
0.39
|
2.13
|
0.92 |
0.91
|
0.13
|
1.63
|
0.6725
|
| Mirae Asset Tax Saver Fund |
0.86
|
0.45
|
0.87
|
0.36
|
1.20
|
0.89 |
0.94
|
0.12
|
1.56
|
-0.8518
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
1.25
|
0.71
|
1.00
|
0.41
|
6.52
|
0.94 |
0.80
|
0.18
|
1.94
|
5.2969
|
| Parag Parikh Tax Saver Fund |
1.37
|
0.76
|
1.26
|
0.37
|
8.34
|
0.65 |
0.74
|
0.21
|
2.06
|
1.4655
|
| Quant Tax Plan |
1.26
|
0.67
|
1.29
|
0.34
|
13.97
|
0.90 |
0.50
|
0.23
|
1.91
|
12.3218
|
| Nippon India Tax Saver (Elss) Fund |
1.09
|
0.58
|
1.11
|
0.38
|
4.34
|
0.97 |
0.92
|
0.15
|
1.75
|
3.8416
|
| Sbi Long Term Equity Fund |
1.50
|
0.80
|
1.41
|
0.39
|
9.18
|
0.95 |
0.88
|
0.21
|
2.17
|
8.2078
|
| Shriram Long Term Equity Fund |
0.78
|
0.42
|
0.80
|
0.39
|
-0.78
|
0.91 |
0.88
|
0.11
|
1.47
|
-2.5633
|
| Sundaram Diversified Equity |
0.83
|
0.46
|
0.94
|
0.38
|
0.65
|
0.88 |
0.94
|
0.11
|
1.53
|
-1.6356
|
| Sundaram Tax Savings Fund |
|
|
|
|
|
|
|
|
|
|
| Tata India Tax Savings Fund |
0.88
|
0.47
|
0.96
|
0.38
|
3.86
|
0.93 |
0.86
|
0.12
|
1.55
|
2.7526
|
| Taurus Tax Shield |
1.01
|
0.50
|
1.00
|
0.37
|
4.73
|
0.75 |
0.76
|
0.15
|
1.71
|
-0.0218
|
| Union Long Term Equity Fund |
1.06
|
0.56
|
0.97
|
0.38
|
3.12
|
0.86 |
0.91
|
0.15
|
1.75
|
0.3465
|
| Uti Long Term Equity Fund (Tax Saving) |
0.64
|
0.34
|
0.64
|
0.41
|
-1.34
|
0.87 |
0.84
|
0.09
|
1.33
|
-3.7231
|
| Pgim India Elss Tax Saver Fund |
0.83
|
0.42
|
0.86
|
0.39
|
1.51
|
0.81 |
0.86
|
0.12
|
1.52
|
-2.0185
|
| Quantum Tax Saving Fund |
0.92
|
0.48
|
0.99
|
0.37
|
5.09
|
0.82 |
0.80
|
0.13
|
1.59
|
2.2745
|
| Axis Long Term Equity Fund |
0.28
|
0.17
|
0.36
|
0.42
|
-8.40
|
1.04 |
0.78
|
0.04
|
0.97
|
-7.6524
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
1.56%
|
1.71%
|
3.84%
|
13.03%
|
20.57%
|
35.90%
|
13.88%
|
15.49%
|
11.28%
|
13.69%
|
13.56%
|
| Baroda BNP Paribas Elss Fund |
1.56%
|
1.09%
|
2.76%
|
9.63%
|
19.50%
|
42.18%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
1.55%
|
1.06%
|
2.34%
|
9.39%
|
23.44%
|
53.49%
|
22.95%
|
29.31%
|
20.22%
|
18.55%
|
16.12%
|
| Canara Robeco Equity Tax Saver Fund |
1.67%
|
2.18%
|
4.26%
|
12.55%
|
19.12%
|
35.09%
|
17.84%
|
22.60%
|
17.66%
|
15.99%
|
16.31%
|
| DSP Tax Saver Fund |
1.60%
|
1.67%
|
5.69%
|
16.41%
|
25.27%
|
48.26%
|
21.81%
|
24.11%
|
17.70%
|
17.88%
|
17.44%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
1.85%
|
1.48%
|
2.54%
|
12.51%
|
19.62%
|
36.36%
|
18.77%
|
19.87%
|
13.93%
|
14.23%
|
13.90%
|
| Navi Elss Tax Saver Fund |
1.58%
|
2.00%
|
4.61%
|
14.14%
|
17.31%
|
29.52%
|
17.47%
|
17.16%
|
12.33%
|
%
|
%
|
| Franklin India Taxshield |
1.34%
|
1.68%
|
4.29%
|
11.88%
|
20.37%
|
44.21%
|
23.40%
|
22.01%
|
15.70%
|
16.08%
|
16.40%
|
| HDFC Taxsaver |
1.56%
|
1.02%
|
3.21%
|
12.39%
|
21.94%
|
46.32%
|
26.99%
|
22.18%
|
14.97%
|
14.49%
|
15.38%
|
| HSBC Tax Saver Equity Fund |
1.39%
|
1.70%
|
3.30%
|
10.66%
|
19.57%
|
41.49%
|
19.89%
|
20.02%
|
13.40%
|
14.35%
|
14.62%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
1.07%
|
1.58%
|
4.64%
|
9.97%
|
18.49%
|
34.33%
|
18.84%
|
19.72%
|
15.34%
|
14.56%
|
%
|
| Bandhan Tax Advantage (Elss) Fund |
1.45%
|
2.08%
|
4.24%
|
10.28%
|
17.29%
|
33.47%
|
21.16%
|
24.16%
|
16.97%
|
17.30%
|
17.33%
|
| Indiabulls Tax Savings Fund |
1.50%
|
0.69%
|
2.01%
|
9.48%
|
15.39%
|
37.76%
|
17.90%
|
16.92%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
1.55%
|
1.59%
|
3.82%
|
12.97%
|
20.24%
|
42.19%
|
17.70%
|
20.88%
|
15.75%
|
15.95%
|
16.60%
|
| ITI Long Term Equity Fund |
1.52%
|
1.53%
|
2.06%
|
11.34%
|
22.00%
|
54.68%
|
20.22%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
1.54%
|
2.63%
|
3.72%
|
14.93%
|
27.68%
|
51.40%
|
24.64%
|
25.00%
|
18.42%
|
17.83%
|
15.04%
|
| Kotak Tax Saver Fund |
1.34%
|
1.53%
|
2.53%
|
10.65%
|
24.68%
|
39.45%
|
21.69%
|
22.49%
|
16.61%
|
17.35%
|
15.17%
|
| LIC Mf Tax Plan |
1.45%
|
1.33%
|
3.34%
|
15.01%
|
23.47%
|
36.48%
|
18.55%
|
18.65%
|
14.25%
|
14.08%
|
12.66%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
1.28%
|
1.25%
|
4.43%
|
11.33%
|
17.86%
|
33.47%
|
19.11%
|
21.55%
|
13.62%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
1.59%
|
1.83%
|
4.45%
|
12.12%
|
19.23%
|
36.21%
|
18.74%
|
22.55%
|
17.73%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
1.00%
|
2.10%
|
1.50%
|
11.39%
|
26.25%
|
56.46%
|
24.38%
|
24.55%
|
16.74%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
1.31%
|
0.66%
|
5.19%
|
10.62%
|
16.77%
|
36.06%
|
21.04%
|
24.57%
|
%
|
%
|
%
|
| Quant Tax Plan |
1.50%
|
1.45%
|
2.83%
|
8.82%
|
20.09%
|
53.74%
|
25.87%
|
35.49%
|
24.66%
|
24.50%
|
16.81%
|
| Nippon India Tax Saver (Elss) Fund |
1.50%
|
1.80%
|
4.50%
|
13.00%
|
22.42%
|
44.31%
|
23.18%
|
20.74%
|
11.53%
|
13.22%
|
15.47%
|
| SBI Long Term Equity Fund |
1.57%
|
2.77%
|
4.56%
|
12.56%
|
26.40%
|
55.65%
|
28.89%
|
26.37%
|
17.86%
|
16.54%
|
15.80%
|
| Shriram Long Term Equity Fund |
1.13%
|
0.52%
|
2.90%
|
10.42%
|
15.65%
|
40.78%
|
19.11%
|
18.76%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
1.32%
|
1.60%
|
3.42%
|
10.23%
|
16.33%
|
27.03%
|
17.66%
|
17.91%
|
11.73%
|
13.68%
|
12.84%
|
| Axis Long Term Equity Fund |
1.57%
|
1.75%
|
2.99%
|
9.46%
|
20.04%
|
31.66%
|
11.54%
|
16.50%
|
13.82%
|
14.68%
|
%
|
| Sundaram Tax Savings Fund |
1.33%
|
1.48%
|
2.65%
|
8.94%
|
18.84%
|
31.45%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
1.53%
|
1.60%
|
3.18%
|
12.39%
|
19.29%
|
34.60%
|
20.52%
|
19.93%
|
15.01%
|
%
|
%
|
| Taurus Tax Shield |
1.66%
|
1.57%
|
6.29%
|
10.68%
|
17.00%
|
39.56%
|
20.31%
|
19.76%
|
14.84%
|
14.47%
|
13.64%
|
| Union Long Term Equity Fund |
1.47%
|
1.63%
|
3.41%
|
9.63%
|
16.26%
|
33.37%
|
19.32%
|
22.40%
|
15.97%
|
13.54%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
1.26%
|
0.96%
|
2.98%
|
13.36%
|
19.17%
|
34.72%
|
15.92%
|
20.43%
|
14.29%
|
14.02%
|
13.43%
|
| PGIM India Elss Tax Saver Fund |
1.16%
|
1.10%
|
2.63%
|
9.88%
|
15.97%
|
24.44%
|
16.67%
|
19.47%
|
14.26%
|
%
|
%
|
| Quantum Tax Saving Fund |
1.73%
|
1.66%
|
3.53%
|
12.69%
|
21.30%
|
40.85%
|
19.88%
|
18.88%
|
13.65%
|
%
|
%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
1.56%
|
1.73%
|
3.91%
|
13.24%
|
21.04%
|
36.95%
|
14.80%
|
16.48%
|
12.31%
|
14.71%
|
%
|
| Baroda BNP Paribas Elss Fund |
1.57%
|
1.10%
|
2.86%
|
9.95%
|
20.19%
|
43.87%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
1.55%
|
1.07%
|
2.43%
|
9.68%
|
24.09%
|
55.08%
|
24.29%
|
30.71%
|
21.59%
|
20.03%
|
%
|
| Canara Robeco Equity Tax Saver Fund |
1.68%
|
2.20%
|
4.35%
|
12.87%
|
19.80%
|
36.66%
|
19.34%
|
24.06%
|
18.95%
|
17.08%
|
%
|
| DSP Tax Saver Fund |
1.60%
|
1.68%
|
5.77%
|
16.66%
|
25.82%
|
49.62%
|
22.96%
|
25.30%
|
18.85%
|
18.97%
|
%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
1.85%
|
1.49%
|
2.67%
|
12.94%
|
20.58%
|
38.62%
|
20.79%
|
21.91%
|
15.78%
|
15.77%
|
%
|
| Navi Elss Tax Saver Fund |
1.58%
|
2.02%
|
4.77%
|
14.66%
|
18.40%
|
32.04%
|
19.73%
|
19.34%
|
14.37%
|
%
|
%
|
| Franklin India Taxshield |
1.34%
|
1.69%
|
4.36%
|
12.10%
|
20.82%
|
45.36%
|
24.42%
|
23.08%
|
16.75%
|
17.14%
|
%
|
| HDFC Taxsaver |
1.56%
|
1.03%
|
3.26%
|
12.56%
|
22.30%
|
47.20%
|
27.77%
|
22.90%
|
15.69%
|
15.19%
|
%
|
| HSBC Tax Saver Equity Fund |
1.39%
|
1.71%
|
3.37%
|
10.89%
|
20.08%
|
42.76%
|
21.24%
|
21.44%
|
14.61%
|
15.45%
|
%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
1.07%
|
1.58%
|
4.70%
|
10.14%
|
18.88%
|
35.21%
|
19.64%
|
20.53%
|
16.22%
|
15.56%
|
%
|
| Bandhan Tax Advantage (Elss) Fund |
1.45%
|
2.09%
|
4.33%
|
10.57%
|
17.95%
|
35.00%
|
22.58%
|
25.57%
|
18.34%
|
18.71%
|
%
|
| Indiabulls Tax Savings Fund |
1.52%
|
0.71%
|
2.12%
|
9.94%
|
16.31%
|
39.74%
|
19.86%
|
19.16%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
1.55%
|
1.60%
|
3.92%
|
13.29%
|
20.95%
|
43.90%
|
19.14%
|
22.34%
|
17.27%
|
17.61%
|
%
|
| ITI Long Term Equity Fund |
1.53%
|
1.55%
|
2.22%
|
11.83%
|
23.09%
|
57.50%
|
22.59%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
1.55%
|
2.64%
|
3.83%
|
15.27%
|
28.51%
|
53.17%
|
25.87%
|
26.12%
|
19.43%
|
19.12%
|
%
|
| Kotak Tax Saver Fund |
1.34%
|
1.54%
|
2.63%
|
10.97%
|
25.42%
|
41.17%
|
23.28%
|
24.08%
|
18.07%
|
18.86%
|
%
|
| LIC Mf Tax Plan |
1.45%
|
1.34%
|
3.44%
|
15.33%
|
24.24%
|
38.03%
|
19.89%
|
20.03%
|
15.59%
|
15.28%
|
%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
1.29%
|
1.27%
|
4.57%
|
11.76%
|
18.78%
|
35.60%
|
21.10%
|
23.59%
|
15.68%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
1.59%
|
1.84%
|
4.53%
|
12.38%
|
19.80%
|
37.54%
|
20.07%
|
24.12%
|
19.26%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
1.00%
|
2.11%
|
1.60%
|
11.71%
|
26.99%
|
58.34%
|
25.90%
|
26.13%
|
18.23%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
1.31%
|
0.67%
|
5.29%
|
10.91%
|
17.39%
|
37.55%
|
22.53%
|
26.10%
|
%
|
%
|
%
|
| Quant Tax Plan |
1.51%
|
1.46%
|
2.91%
|
9.08%
|
20.65%
|
55.32%
|
27.72%
|
37.72%
|
26.32%
|
25.77%
|
%
|
| Nippon India Tax Saver (Elss) Fund |
1.50%
|
1.81%
|
4.56%
|
13.18%
|
22.81%
|
45.28%
|
24.05%
|
21.58%
|
12.37%
|
14.09%
|
%
|
| SBI Long Term Equity Fund |
1.57%
|
2.78%
|
4.62%
|
12.75%
|
26.82%
|
56.74%
|
29.75%
|
27.19%
|
18.64%
|
17.28%
|
%
|
| Shriram Long Term Equity Fund |
1.14%
|
0.54%
|
3.03%
|
10.84%
|
16.55%
|
43.05%
|
21.19%
|
20.90%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
1.33%
|
1.60%
|
3.47%
|
10.38%
|
16.65%
|
27.76%
|
18.32%
|
18.52%
|
12.32%
|
14.22%
|
%
|
| Sundaram Tax Savings Fund |
1.34%
|
1.49%
|
2.70%
|
9.08%
|
19.15%
|
32.18%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
1.53%
|
1.61%
|
3.28%
|
12.69%
|
19.94%
|
36.10%
|
21.95%
|
21.47%
|
16.49%
|
%
|
%
|
| Taurus Tax Shield |
1.67%
|
1.58%
|
6.34%
|
10.85%
|
17.39%
|
40.46%
|
21.12%
|
20.59%
|
15.62%
|
15.34%
|
%
|
| Union Long Term Equity Fund |
1.47%
|
1.63%
|
3.50%
|
9.85%
|
16.76%
|
34.55%
|
20.33%
|
23.25%
|
16.72%
|
14.35%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
1.27%
|
0.97%
|
3.06%
|
13.63%
|
19.78%
|
36.12%
|
17.10%
|
21.62%
|
15.38%
|
15.11%
|
%
|
| PGIM India Elss Tax Saver Fund |
1.16%
|
1.11%
|
2.77%
|
10.30%
|
16.83%
|
26.33%
|
18.38%
|
21.15%
|
16.00%
|
%
|
%
|
| Quantum Tax Saving Fund |
1.73%
|
1.67%
|
3.63%
|
12.99%
|
21.95%
|
42.39%
|
20.71%
|
19.62%
|
14.23%
|
14.15%
|
15.46%
|
| Axis Long Term Equity Fund |
1.57%
|
1.76%
|
3.05%
|
9.65%
|
20.48%
|
32.65%
|
12.42%
|
17.44%
|
14.81%
|
15.78%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
46.61%
|
23.48%
|
17.78%
|
14.42%
|
13.37%
|
13.97%
|
| Baroda BNP Paribas Elss Fund |
48.70%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
58.59%
|
34.20%
|
30.03%
|
25.28%
|
21.53%
|
18.47%
|
| Canara Robeco Equity Tax Saver Fund |
45.11%
|
24.87%
|
23.28%
|
20.77%
|
18.26%
|
16.64%
|
| DSP Tax Saver Fund |
59.96%
|
32.17%
|
27.71%
|
23.07%
|
19.85%
|
18.38%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
46.70%
|
26.43%
|
22.79%
|
18.66%
|
15.84%
|
14.84%
|
| Navi Elss Tax Saver Fund |
41.24%
|
23.74%
|
20.23%
|
16.56%
|
%
|
%
|
| Franklin India Taxshield |
51.31%
|
31.16%
|
27.20%
|
21.65%
|
17.86%
|
16.79%
|
| HDFC Taxsaver |
53.41%
|
33.77%
|
28.75%
|
22.15%
|
17.99%
|
15.94%
|
| HSBC Tax Saver Equity Fund |
47.37%
|
27.18%
|
23.49%
|
18.97%
|
16.24%
|
15.34%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
42.38%
|
24.84%
|
22.86%
|
19.21%
|
16.49%
|
15.93%
|
| Bandhan Tax Advantage (Elss) Fund |
41.10%
|
27.14%
|
27.20%
|
22.12%
|
19.20%
|
17.94%
|
| Indiabulls Tax Savings Fund |
43.71%
|
25.15%
|
20.49%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
49.62%
|
27.36%
|
23.00%
|
19.40%
|
17.14%
|
16.73%
|
| ITI Long Term Equity Fund |
59.11%
|
34.02%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
63.53%
|
34.69%
|
28.79%
|
23.76%
|
20.34%
|
17.84%
|
| Kotak Tax Saver Fund |
49.22%
|
29.09%
|
25.59%
|
21.60%
|
18.64%
|
16.72%
|
| LIC Mf Tax Plan |
47.16%
|
25.65%
|
21.57%
|
18.02%
|
15.70%
|
14.33%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
42.25%
|
25.39%
|
23.81%
|
19.45%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
45.99%
|
26.20%
|
24.26%
|
21.24%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
62.17%
|
36.68%
|
29.21%
|
23.15%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
40.10%
|
26.11%
|
25.32%
|
%
|
%
|
%
|
| Quant Tax Plan |
59.01%
|
35.19%
|
36.79%
|
31.24%
|
26.65%
|
21.58%
|
| Nippon India Tax Saver (Elss) Fund |
54.24%
|
30.94%
|
26.71%
|
19.77%
|
15.59%
|
15.42%
|
| SBI Long Term Equity Fund |
64.79%
|
39.75%
|
32.21%
|
25.37%
|
20.24%
|
17.63%
|
| Shriram Long Term Equity Fund |
46.37%
|
26.14%
|
21.04%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
35.37%
|
22.17%
|
20.78%
|
16.77%
|
14.65%
|
13.80%
|
| Sundaram Tax Savings Fund |
38.97%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
44.37%
|
26.23%
|
23.16%
|
19.39%
|
%
|
%
|
| Taurus Tax Shield |
44.64%
|
27.91%
|
23.04%
|
18.89%
|
16.65%
|
14.78%
|
| Union Long Term Equity Fund |
39.46%
|
25.16%
|
23.70%
|
20.35%
|
16.82%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
43.59%
|
23.29%
|
21.46%
|
18.33%
|
15.90%
|
14.51%
|
| PGIM India Elss Tax Saver Fund |
33.64%
|
20.57%
|
21.10%
|
18.10%
|
%
|
%
|
| Quantum Tax Saving Fund |
50.12%
|
28.82%
|
24.30%
|
19.13%
|
%
|
%
|
| Axis Long Term Equity Fund |
40.57%
|
20.20%
|
17.21%
|
15.56%
|
14.66%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
47.73%
|
24.40%
|
18.69%
|
15.35%
|
14.35%
|
%
|
| Baroda BNP Paribas Elss Fund |
50.46%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
60.27%
|
35.58%
|
31.39%
|
26.58%
|
22.86%
|
%
|
| Canara Robeco Equity Tax Saver Fund |
46.78%
|
26.33%
|
24.77%
|
22.15%
|
19.47%
|
%
|
| DSP Tax Saver Fund |
61.41%
|
33.33%
|
28.87%
|
24.17%
|
20.94%
|
%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
49.11%
|
28.45%
|
24.80%
|
20.55%
|
17.55%
|
%
|
| Navi Elss Tax Saver Fund |
43.94%
|
26.02%
|
22.45%
|
18.64%
|
%
|
%
|
| Franklin India Taxshield |
52.48%
|
32.19%
|
28.23%
|
22.63%
|
18.85%
|
%
|
| HDFC Taxsaver |
54.34%
|
34.55%
|
29.50%
|
22.83%
|
18.66%
|
%
|
| HSBC Tax Saver Equity Fund |
48.65%
|
28.43%
|
24.82%
|
20.22%
|
17.38%
|
%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
43.31%
|
25.61%
|
23.65%
|
20.00%
|
17.36%
|
%
|
| Bandhan Tax Advantage (Elss) Fund |
42.70%
|
28.56%
|
28.64%
|
23.46%
|
20.51%
|
%
|
| Indiabulls Tax Savings Fund |
45.93%
|
27.07%
|
22.65%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
51.40%
|
28.80%
|
24.44%
|
20.81%
|
18.63%
|
%
|
| ITI Long Term Equity Fund |
62.03%
|
36.40%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
65.52%
|
36.04%
|
29.98%
|
24.81%
|
21.45%
|
%
|
| Kotak Tax Saver Fund |
51.03%
|
30.67%
|
27.16%
|
23.08%
|
20.09%
|
%
|
| LIC Mf Tax Plan |
48.88%
|
26.98%
|
22.91%
|
19.31%
|
16.93%
|
%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
44.50%
|
27.37%
|
25.83%
|
21.37%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
47.41%
|
27.47%
|
25.68%
|
22.70%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
64.13%
|
38.25%
|
30.73%
|
24.58%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
41.62%
|
27.55%
|
26.82%
|
%
|
%
|
%
|
| Quant Tax Plan |
60.60%
|
36.81%
|
38.88%
|
33.13%
|
28.13%
|
%
|
| Nippon India Tax Saver (Elss) Fund |
55.27%
|
31.79%
|
27.56%
|
20.54%
|
16.37%
|
%
|
| SBI Long Term Equity Fund |
65.93%
|
40.65%
|
33.03%
|
26.12%
|
20.95%
|
%
|
| Shriram Long Term Equity Fund |
48.72%
|
28.18%
|
23.07%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
36.13%
|
22.84%
|
21.43%
|
17.36%
|
15.21%
|
%
|
| Sundaram Tax Savings Fund |
39.73%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
45.96%
|
27.63%
|
24.61%
|
20.82%
|
%
|
%
|
| Taurus Tax Shield |
45.58%
|
28.72%
|
23.84%
|
19.66%
|
17.44%
|
%
|
| Union Long Term Equity Fund |
40.70%
|
26.22%
|
24.67%
|
21.17%
|
17.60%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
45.07%
|
24.50%
|
22.65%
|
19.44%
|
16.97%
|
%
|
| PGIM India Elss Tax Saver Fund |
35.65%
|
22.32%
|
22.79%
|
19.75%
|
%
|
%
|
| Quantum Tax Saving Fund |
51.77%
|
29.82%
|
25.13%
|
19.82%
|
16.60%
|
15.32%
|
| Axis Long Term Equity Fund |
41.61%
|
21.08%
|
18.11%
|
16.48%
|
15.65%
|
%
|