Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| 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 |
|---|---|---|---|---|---|---|---|---|---|
|
Hdfc Taxsaver |
1 | The Hdfc Taxsaver is a ELSS. In the ELSS category there are 35 funds. The fund has 17<sup>th</sup> 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. | 24.20% | 28.55% | -6.28% | -12.91% | 1.51 | 0.91 | 0.39 |
|
Kotak Tax Saver Fund |
2 | The Kotak Tax Saver Fund is a ELSS. In the ELSS category there are 35 funds. The fund has tenth KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. | 21.68% | 25.57% | -9.96% | -13.60% | 1.44 | 0.84 | 0.39 |
|
Sbi Long Term Equity Fund |
3 | The Sbi Long Term Equity Fund is a ELSS. In the ELSS category there are 35 funds. The fund has 18<sup>th</sup> KPIs that are in top quartile. The fund has 78% 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. | 32.56% | 28.53% | -10.25% | -11.41% | 1.46 | 0.84 | 0.41 |
|
Parag Parikh Tax Saver Fund |
4 | The Parag Parikh Tax Saver Fund is a ELSS. In the ELSS category there are 35 funds. The fund has 17<sup>th</sup> KPIs that are in top quartile. The fund has 81% 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 second KPIs that are in bottom quartile. The fund has 10% of the KPIs that are in bottom quartile. | 21.09% | 24.32% | -7.38% | -11.40% | 1.71 | 1.11 | 0.43 |
|
Pgim India Elss Tax Saver Fund |
5 | The Pgim India Elss Tax Saver Fund is a ELSS. In the ELSS category there are 35 funds. The fund has tenth KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. | 17.94% | 25.95% | -10.36% | -13.90% | 1.39 | 0.83 | 0.40 |
|
Quantum Tax Saving Fund |
6 | The Quantum Tax Saving Fund is a ELSS. In the ELSS category there are 35 funds. The fund has sixth KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 20.51% | 23.97% | -9.00% | -14.71% | 1.26 | 0.75 | 0.43 |
|
Sundaram Diversified Equity |
7 | The Sundaram Diversified Equity is a ELSS. In the ELSS category there are 35 funds. The fund has sixth KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. | 16.95% | 23.91% | -9.16% | -11.38% | 1.24 | 0.79 | 0.39 |
|
Union Long Term Equity Fund |
8 | The Union Long Term Equity Fund is a ELSS. In the ELSS category there are 35 funds. The fund has fifth KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. | 18.94% | 25.11% | -11.42% | -12.60% | 1.32 | 0.79 | 0.35 |
|
Taurus Tax Shield |
9 | The Taurus Tax Shield is a ELSS. In the ELSS category there are 35 funds. The fund has seventh KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has sixth KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. | 23.16% | 21.06% | -9.55% | -15.63% | 1.22 | 0.64 | 0.37 |
|
Mahindra Manulife Elss Kar Bachat Yojana |
10 | The Mahindra Manulife Elss Kar Bachat Yojana is a ELSS. In the ELSS category there are 35 funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 20.98% | 26.89% | -11.38% | -13.36% | 1.32 | 0.79 | 0.36 |
|
Dsp Tax Saver Fund |
11 | The Dsp Tax Saver Fund is a ELSS. In the ELSS category there are 35 funds. The fund has fifth KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 21.71% | 27.02% | -11.23% | -14.43% | 1.26 | 0.75 | 0.41 |
|
Mirae Asset Tax Saver Fund |
12 | The Mirae Asset Tax Saver Fund is a ELSS. In the ELSS category there are 35 funds. The fund has sixth KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 20.24% | 24.46% | -11.24% | -12.90% | 1.33 | 0.79 | 0.39 |
|
Idfc Tax Advantage (Elss) Fund |
13 | The Idfc Tax Advantage (Elss) Fund is a ELSS. In the ELSS category there are 35 funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 61% 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 fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | 23.61% | 31.41% | -11.04% | -18.59% | 1.60 | 0.94 | 0.39 |
|
Franklin India Taxshield |
14 | The Franklin India Taxshield is a ELSS. In the ELSS category there are 35 funds. The fund has eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 23.73% | 29.33% | -11.97% | -14.03% | 1.26 | 0.76 | 0.43 |
|
Nippon India Tax Saver (Elss) Fund |
15 | The Nippon India Tax Saver (Elss) Fund is a ELSS. In the ELSS category there are 35 funds. The fund has seventh KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. | 21.31% | 28.34% | -10.23% | -13.88% | 1.28 | 0.79 | 0.37 |
|
Tata India Tax Savings Fund |
16 | The Tata India Tax Savings Fund is a ELSS. In the ELSS category there are 35 funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 19.33% | 24.09% | -10.19% | -13.28% | 1.16 | 0.69 | 0.38 |
|
Canara Robeco Equity Tax Saver Fund |
17 | The Canara Robeco Equity Tax Saver Fund is a ELSS. In the ELSS category there are 35 funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. | 14.97% | 22.62% | -12.90% | -12.02% | 1.28 | 0.77 | 0.37 |
|
Jm Tax Gain Fund |
18 | The Jm Tax Gain Fund is a ELSS. In the ELSS category there are 35 funds. The fund has fifth KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. | 24.56% | 27.08% | -14.82% | -13.70% | 1.23 | 0.75 | 0.42 |
|
Bank Of India Tax Advantage Fund |
19 | The Bank Of India Tax Advantage Fund is a ELSS. In the ELSS category there are 35 funds. The fund has 12<sup>th</sup> 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 fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. | 24.12% | 26.38% | -16.59% | -15.72% | 1.36 | 0.74 | 0.37 |
|
Quant Tax Plan |
20 | The Quant Tax Plan is a ELSS. In the ELSS category there are 35 funds. The fund has 16<sup>th</sup> 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 sixth KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. | 15.48% | 34.97% | -12.73% | -19.99% | 1.76 | 1.00 | 0.36 |
|
Motilal Oswal Long Term Equity Fund (Moflte) |
21 | The Motilal Oswal Long Term Equity Fund (Moflte) is a ELSS. In the ELSS category there are 35 funds. The fund has seventh KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 26.49% | 27.21% | -15.77% | -13.82% | 1.16 | 0.71 | 0.41 |
|
Edelweiss Long Term Equity Fund (Tax Savings) |
22 | The Edelweiss Long Term Equity Fund (Tax Savings) is a ELSS. In the ELSS category there are 35 funds. The fund has first KPI that is in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 14% of the KPIs that are in bottom quartile. | 17.86% | 22.29% | -11.83% | -13.48% | 1.14 | 0.65 | 0.38 |
|
Iti Long Term Equity Fund |
23 | The Iti Long Term Equity Fund is a ELSS. In the ELSS category there are 35 funds. The fund has sixth KPIs that are in top quartile. The fund has 29% of the KPIs that are in top quartile. The fund has 11<sup>th</sup> 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. | 22.54% | 19.22% | -17.82% | -11.90% | 0.89 | 0.56 | 0.40 |
|
Idbi Equity Advantage Fund |
24 | None | % | % | -12.83% | -14.28% | 0.89 | 0.48 | 0.39 |
|
Icici Prudential Long Term Equity Fund (Tax Saving) |
25 | The Icici Prudential Long Term Equity Fund (Tax Saving) is a ELSS. In the ELSS category there are 35 funds. The fund has first KPI that is in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 17.44% | 24.89% | -11.58% | -13.13% | 1.14 | 0.69 | 0.39 |
|
Indiabulls Tax Savings Fund |
26 | The Indiabulls Tax Savings Fund is a ELSS. In the ELSS category there are 35 funds. The fund does not have any KPI that are top quartile. The fund has 16<sup>th</sup> KPIs that are in bottom quartile. The fund has 70% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 14.56% | 18.08% | -11.56% | -13.65% | 0.84 | 0.45 | 0.38 |
|
Lic Mf Tax Plan |
27 | The Lic Mf Tax Plan is a ELSS. In the ELSS category there are 35 funds. The fund does not have any KPI that are top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. | 16.05% | 21.43% | -12.86% | -13.25% | 1.09 | 0.62 | 0.39 |
|
Shriram Long Term Equity Fund |
28 | The Shriram Long Term Equity Fund is a ELSS. In the ELSS category there are 35 funds. The fund has third KPIs that are in top quartile. The fund has 14% of the KPIs that are in top quartile. The fund has 14<sup>th</sup> KPIs that are in bottom quartile. The fund has 67% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 14.54% | 17.17% | -12.36% | -13.44% | 0.75 | 0.40 | 0.39 |
|
Navi Elss Tax Saver Fund |
29 | The Navi Elss Tax Saver Fund is a ELSS. In the ELSS category there are 35 funds. The fund has first KPI that is in top quartile. The fund has 15<sup>th</sup> KPIs that are in bottom quartile. The fund has 65% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 19.61% | 20.18% | -13.92% | -14.83% | 0.95 | 0.51 | 0.38 |
|
Aditya Birla Sun Life Tax Relief '96 |
30 | The Aditya Birla Sun Life Tax Relief '96 is a ELSS. In the ELSS category there are 35 funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 15<sup>th</sup> KPIs that are in bottom quartile. The fund has 65% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 14.41% | 13.20% | -13.67% | -14.07% | 0.46 | 0.25 | 0.37 |
|
Aditya Birla Sun Life Tax Plan |
31 | None | % | % | -14.00% | -14.83% | 0.22 | 0.13 | 0.37 |
|
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 35 funds. The fund has first KPI that is in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. | 14.28% | 22.92% | -14.61% | -14.32% | 1.05 | 0.62 | 0.42 |
|
Hsbc Tax Saver Equity Fund |
33 | The Hsbc Tax Saver Equity Fund is a ELSS. In the ELSS category there are 35 funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. | 18.32% | 23.47% | -12.82% | -15.31% | 1.01 | 0.57 | 0.38 |
|
Invesco India Tax Plan |
34 | The Invesco India Tax Plan is a ELSS. In the ELSS category there are 35 funds. The fund has first KPI that is in top quartile. The fund has 14<sup>th</sup> 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. | 19.88% | 20.26% | -17.68% | -16.17% | 0.94 | 0.48 | 0.39 |
|
Axis Long Term Equity Fund |
35 | The Axis Long Term Equity Fund is a ELSS. In the ELSS category there are 35 funds. The fund has first KPI that is in top quartile. The fund has 20<sup>th</sup> KPIs that are in bottom quartile. The fund has 87% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 10.33% | 17.10% | -22.81% | -20.93% | 0.57 | 0.33 | 0.40 |
****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.
| 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 |
0.29
|
27 |
-0.92
|
24 |
2.68
|
20 |
7.20
|
22 |
20.08
|
27 |
14.41
|
33 |
13.20
|
33 |
7.89
|
30 |
| Baroda BNP Paribas Elss Fund |
0.37
|
16 |
-0.91
|
22 |
1.84
|
32 |
5.81
|
30 |
20.61
|
24 |
17.98
|
23 |
|
|
||
| Bank Of India Tax Advantage Fund |
0.72
|
3 |
-0.26
|
7 |
5.43
|
1 |
11.65
|
1 |
26.62
|
2 |
24.12
|
5 |
26.38
|
11 |
19.67
|
2 |
| Canara Robeco Equity Tax Saver Fund |
0.41
|
14 |
-0.77
|
19 |
2.21
|
26 |
5.42
|
31 |
18.23
|
33 |
14.97
|
30 |
22.62
|
23 |
16.44
|
8 |
| DSP Tax Saver Fund |
0.36
|
19 |
-0.99
|
28 |
2.68
|
18 |
9.47
|
5 |
22.80
|
10 |
21.71
|
10 |
27.02
|
9 |
16.76
|
6 |
| Edelweiss Long Term Equity Fund (Tax Savings) |
0.35
|
20 |
-0.95
|
26 |
1.79
|
33 |
|
19.21
|
30 |
17.86
|
25 |
22.29
|
24 |
12.92
|
21 | |
| Navi Elss Tax Saver Fund |
0.33
|
23 |
-1.09
|
31 |
2.18
|
27 |
6.78
|
25 |
21.62
|
19 |
19.61
|
18 |
20.18
|
28 |
11.84
|
25 |
| Franklin India Taxshield |
0.23
|
30 |
-0.64
|
15 |
3.59
|
8 |
10.43
|
4 |
23.69
|
7 |
23.73
|
6 |
29.33
|
3 |
14.01
|
15 |
| HDFC Taxsaver |
0.17
|
31 |
-1.49
|
35 |
2.68
|
19 |
8.14
|
10 |
21.64
|
18 |
24.20
|
4 |
28.55
|
4 |
13.39
|
17 |
| HSBC Tax Saver Equity Fund |
0.73
|
2 |
-0.57
|
13 |
2.23
|
24 |
8.72
|
6 |
22.27
|
13 |
18.32
|
22 |
23.47
|
21 |
13.04
|
19 |
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
0.35
|
21 |
-1.14
|
32 |
2.24
|
23 |
5.89
|
29 |
20.15
|
26 |
17.44
|
26 |
24.89
|
15 |
13.39
|
18 |
| IDBI Equity Advantage Fund |
|
|
|
|
|
|
|
|
||||||||
| IDFC Tax Advantage (Elss) Fund |
0.13
|
34 |
-1.06
|
29 |
1.97
|
30 |
7.87
|
14 |
23.52
|
8 |
23.61
|
7 |
31.41
|
2 |
16.93
|
4 |
| Indiabulls Tax Savings Fund |
0.54
|
7 |
-0.33
|
8 |
2.96
|
12 |
6.03
|
28 |
17.25
|
34 |
14.56
|
31 |
18.08
|
30 |
10.17
|
29 |
| Invesco India Tax Plan |
0.26
|
28 |
-0.62
|
14 |
2.40
|
22 |
7.04
|
23 |
24.13
|
6 |
19.88
|
17 |
20.26
|
27 |
12.92
|
20 |
| ITI Long Term Equity Fund |
0.50
|
9 |
0.32
|
2 |
3.67
|
7 |
7.41
|
18 |
22.46
|
12 |
22.54
|
9 |
19.22
|
29 |
|
|
| JM Tax Gain Fund |
0.59
|
5 |
0.13
|
3 |
2.74
|
16 |
7.72
|
15 |
25.60
|
3 |
24.56
|
3 |
27.08
|
8 |
17.02
|
3 |
| Kotak Tax Saver Fund |
0.46
|
11 |
-0.43
|
9 |
3.02
|
10 |
7.98
|
11 |
20.37
|
25 |
21.68
|
11 |
25.57
|
13 |
16.36
|
9 |
| LIC Mf Tax Plan |
0.32
|
24 |
-0.70
|
18 |
2.13
|
28 |
4.99
|
32 |
21.93
|
17 |
16.05
|
28 |
21.43
|
25 |
12.78
|
22 |
| Mahindra Manulife Elss Kar Bachat Yojana |
0.48
|
10 |
-0.56
|
12 |
2.69
|
17 |
7.38
|
19 |
21.98
|
16 |
20.98
|
14 |
26.89
|
10 |
14.58
|
13 |
| Mirae Asset Tax Saver Fund |
0.29
|
26 |
-1.45
|
34 |
2.09
|
29 |
6.97
|
24 |
21.20
|
20 |
20.24
|
16 |
24.46
|
16 |
16.87
|
5 |
| Motilal Oswal Long Term Equity Fund (Moflte) |
0.32
|
25 |
-0.25
|
6 |
2.88
|
14 |
8.20
|
9 |
25.26
|
5 |
26.49
|
2 |
27.21
|
7 |
14.51
|
14 |
| Parag Parikh Tax Saver Fund |
0.16
|
32 |
-0.66
|
16 |
5.04
|
2 |
8.67
|
7 |
19.36
|
29 |
21.09
|
13 |
24.32
|
17 |
|
|
| Quant Tax Plan |
0.56
|
6 |
-0.16
|
4 |
5.04
|
3 |
10.76
|
3 |
25.57
|
4 |
15.48
|
29 |
34.97
|
1 |
24.51
|
1 |
| Nippon India Tax Saver (Elss) Fund |
0.37
|
17 |
-0.83
|
20 |
2.87
|
15 |
8.66
|
8 |
22.82
|
9 |
21.31
|
12 |
28.34
|
6 |
11.09
|
28 |
| SBI Long Term Equity Fund |
0.64
|
4 |
-0.55
|
11 |
4.00
|
5 |
11.40
|
2 |
28.32
|
1 |
32.56
|
1 |
28.53
|
5 |
16.65
|
7 |
| Shriram Long Term Equity Fund |
0.76
|
1 |
0.48
|
1 |
3.32
|
9 |
7.27
|
21 |
19.02
|
31 |
14.54
|
32 |
17.17
|
31 |
|
|
| Sundaram Diversified Equity |
0.45
|
12 |
-0.85
|
21 |
1.85
|
31 |
6.31
|
26 |
19.93
|
28 |
16.95
|
27 |
23.91
|
20 |
12.44
|
23 |
| Sundaram Tax Savings Fund |
0.38
|
15 |
-0.70
|
17 |
2.53
|
21 |
7.36
|
20 |
22.08
|
15 |
18.38
|
21 |
|
|
||
| Tata India Tax Savings Fund |
0.52
|
8 |
-0.91
|
23 |
1.35
|
35 |
7.95
|
12 |
21.01
|
23 |
19.33
|
19 |
24.09
|
18 |
15.19
|
11 |
| Taurus Tax Shield |
0.23
|
29 |
-1.06
|
30 |
4.17
|
4 |
7.92
|
13 |
18.84
|
32 |
23.16
|
8 |
21.06
|
26 |
12.30
|
24 |
| Union Long Term Equity Fund |
0.43
|
13 |
-0.48
|
10 |
2.22
|
25 |
7.65
|
17 |
22.51
|
11 |
18.94
|
20 |
25.11
|
14 |
16.08
|
10 |
| UTI Long Term Equity Fund (Tax Saving) |
0.34
|
22 |
-0.98
|
27 |
2.97
|
11 |
6.30
|
27 |
21.11
|
22 |
14.28
|
34 |
22.92
|
22 |
13.97
|
16 |
| PGIM India Elss Tax Saver Fund |
0.37
|
18 |
-0.94
|
25 |
1.41
|
34 |
3.90
|
33 |
16.29
|
35 |
17.94
|
24 |
25.95
|
12 |
14.76
|
12 |
| Quantum Tax Saving Fund |
0.06
|
35 |
-1.40
|
33 |
2.95
|
13 |
7.67
|
16 |
21.19
|
21 |
20.51
|
15 |
23.97
|
19 |
11.12
|
27 |
| Axis Long Term Equity Fund |
0.15
|
33 |
-0.20
|
5 |
3.98
|
6 |
3.37
|
34 |
22.13
|
14 |
10.33
|
35 |
17.10
|
32 |
11.58
|
26 |
| 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 |
0.29
|
27 |
-0.92
|
24 |
2.68
|
20 |
7.20
|
22 |
20.08
|
27 |
14.41
|
33 |
13.20
|
33 |
7.89
|
30 |
| Baroda BNP Paribas Elss Fund |
0.37
|
16 |
-0.91
|
22 |
1.84
|
32 |
5.81
|
30 |
20.61
|
24 |
17.98
|
23 |
|
|
||
| Bank Of India Tax Advantage Fund |
0.72
|
3 |
-0.26
|
7 |
5.43
|
1 |
11.65
|
1 |
26.62
|
2 |
24.12
|
5 |
26.38
|
11 |
19.67
|
2 |
| Canara Robeco Equity Tax Saver Fund |
0.41
|
14 |
-0.77
|
19 |
2.21
|
26 |
5.42
|
31 |
18.23
|
33 |
14.97
|
30 |
22.62
|
23 |
16.44
|
8 |
| DSP Tax Saver Fund |
0.36
|
19 |
-0.99
|
28 |
2.68
|
18 |
9.47
|
5 |
22.80
|
10 |
21.71
|
10 |
27.02
|
9 |
16.76
|
6 |
| Edelweiss Long Term Equity Fund (Tax Savings) |
0.35
|
20 |
-0.95
|
26 |
1.79
|
33 |
|
19.21
|
30 |
17.86
|
25 |
22.29
|
24 |
12.92
|
21 | |
| Navi Elss Tax Saver Fund |
0.33
|
23 |
-1.09
|
31 |
2.18
|
27 |
6.78
|
25 |
21.62
|
19 |
19.61
|
18 |
20.18
|
28 |
11.84
|
25 |
| Franklin India Taxshield |
0.23
|
30 |
-0.64
|
15 |
3.59
|
8 |
10.43
|
4 |
23.69
|
7 |
23.73
|
6 |
29.33
|
3 |
14.01
|
15 |
| HDFC Taxsaver |
0.17
|
31 |
-1.49
|
35 |
2.68
|
19 |
8.14
|
10 |
21.64
|
18 |
24.20
|
4 |
28.55
|
4 |
13.39
|
17 |
| HSBC Tax Saver Equity Fund |
0.73
|
2 |
-0.57
|
13 |
2.23
|
24 |
8.72
|
6 |
22.27
|
13 |
18.32
|
22 |
23.47
|
21 |
13.04
|
19 |
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
0.35
|
21 |
-1.14
|
32 |
2.24
|
23 |
5.89
|
29 |
20.15
|
26 |
17.44
|
26 |
24.89
|
15 |
13.39
|
18 |
| IDBI Equity Advantage Fund |
|
|
|
|
|
|
|
|
||||||||
| IDFC Tax Advantage (Elss) Fund |
0.13
|
34 |
-1.06
|
29 |
1.97
|
30 |
7.87
|
14 |
23.52
|
8 |
23.61
|
7 |
31.41
|
2 |
16.93
|
4 |
| Indiabulls Tax Savings Fund |
0.54
|
7 |
-0.33
|
8 |
2.96
|
12 |
6.03
|
28 |
17.25
|
34 |
14.56
|
31 |
18.08
|
30 |
10.17
|
29 |
| Invesco India Tax Plan |
0.26
|
28 |
-0.62
|
14 |
2.40
|
22 |
7.04
|
23 |
24.13
|
6 |
19.88
|
17 |
20.26
|
27 |
12.92
|
20 |
| ITI Long Term Equity Fund |
0.50
|
9 |
0.32
|
2 |
3.67
|
7 |
7.41
|
18 |
22.46
|
12 |
22.54
|
9 |
19.22
|
29 |
|
|
| JM Tax Gain Fund |
0.59
|
5 |
0.13
|
3 |
2.74
|
16 |
7.72
|
15 |
25.60
|
3 |
24.56
|
3 |
27.08
|
8 |
17.02
|
3 |
| Kotak Tax Saver Fund |
0.46
|
11 |
-0.43
|
9 |
3.02
|
10 |
7.98
|
11 |
20.37
|
25 |
21.68
|
11 |
25.57
|
13 |
16.36
|
9 |
| LIC Mf Tax Plan |
0.32
|
24 |
-0.70
|
18 |
2.13
|
28 |
4.99
|
32 |
21.93
|
17 |
16.05
|
28 |
21.43
|
25 |
12.78
|
22 |
| Mahindra Manulife Elss Kar Bachat Yojana |
0.48
|
10 |
-0.56
|
12 |
2.69
|
17 |
7.38
|
19 |
21.98
|
16 |
20.98
|
14 |
26.89
|
10 |
14.58
|
13 |
| Mirae Asset Tax Saver Fund |
0.29
|
26 |
-1.45
|
34 |
2.09
|
29 |
6.97
|
24 |
21.20
|
20 |
20.24
|
16 |
24.46
|
16 |
16.87
|
5 |
| Motilal Oswal Long Term Equity Fund (Moflte) |
0.32
|
25 |
-0.25
|
6 |
2.88
|
14 |
8.20
|
9 |
25.26
|
5 |
26.49
|
2 |
27.21
|
7 |
14.51
|
14 |
| Parag Parikh Tax Saver Fund |
0.16
|
32 |
-0.66
|
16 |
5.04
|
2 |
8.67
|
7 |
19.36
|
29 |
21.09
|
13 |
24.32
|
17 |
|
|
| Quant Tax Plan |
0.56
|
6 |
-0.16
|
4 |
5.04
|
3 |
10.76
|
3 |
25.57
|
4 |
15.48
|
29 |
34.97
|
1 |
24.51
|
1 |
| Nippon India Tax Saver (Elss) Fund |
0.37
|
17 |
-0.83
|
20 |
2.87
|
15 |
8.66
|
8 |
22.82
|
9 |
21.31
|
12 |
28.34
|
6 |
11.09
|
28 |
| SBI Long Term Equity Fund |
0.64
|
4 |
-0.55
|
11 |
4.00
|
5 |
11.40
|
2 |
28.32
|
1 |
32.56
|
1 |
28.53
|
5 |
16.65
|
7 |
| Shriram Long Term Equity Fund |
0.76
|
1 |
0.48
|
1 |
3.32
|
9 |
7.27
|
21 |
19.02
|
31 |
14.54
|
32 |
17.17
|
31 |
|
|
| Sundaram Diversified Equity |
0.45
|
12 |
-0.85
|
21 |
1.85
|
31 |
6.31
|
26 |
19.93
|
28 |
16.95
|
27 |
23.91
|
20 |
12.44
|
23 |
| Sundaram Tax Savings Fund |
0.38
|
15 |
-0.70
|
17 |
2.53
|
21 |
7.36
|
20 |
22.08
|
15 |
18.38
|
21 |
|
|
||
| Tata India Tax Savings Fund |
0.52
|
8 |
-0.91
|
23 |
1.35
|
35 |
7.95
|
12 |
21.01
|
23 |
19.33
|
19 |
24.09
|
18 |
15.19
|
11 |
| Taurus Tax Shield |
0.23
|
29 |
-1.06
|
30 |
4.17
|
4 |
7.92
|
13 |
18.84
|
32 |
23.16
|
8 |
21.06
|
26 |
12.30
|
24 |
| Union Long Term Equity Fund |
0.43
|
13 |
-0.48
|
10 |
2.22
|
25 |
7.65
|
17 |
22.51
|
11 |
18.94
|
20 |
25.11
|
14 |
16.08
|
10 |
| UTI Long Term Equity Fund (Tax Saving) |
0.34
|
22 |
-0.98
|
27 |
2.97
|
11 |
6.30
|
27 |
21.11
|
22 |
14.28
|
34 |
22.92
|
22 |
13.97
|
16 |
| PGIM India Elss Tax Saver Fund |
0.37
|
18 |
-0.94
|
25 |
1.41
|
34 |
3.90
|
33 |
16.29
|
35 |
17.94
|
24 |
25.95
|
12 |
14.76
|
12 |
| Quantum Tax Saving Fund |
0.06
|
35 |
-1.40
|
33 |
2.95
|
13 |
7.67
|
16 |
21.19
|
21 |
20.51
|
15 |
23.97
|
19 |
11.12
|
27 |
| Axis Long Term Equity Fund |
0.15
|
33 |
-0.20
|
5 |
3.98
|
6 |
3.37
|
34 |
22.13
|
14 |
10.33
|
35 |
17.10
|
32 |
11.58
|
26 |
| 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 Relief 96 (U/S 80c) |
1.65
|
24 |
2.08
|
35 |
2.62
|
36 |
1.66
|
33 |
9.79
|
31 |
| Axis Long Term Equity Fund |
0.26
|
36 |
1.88
|
36 |
3.83
|
35 |
0.31
|
34 |
15.77
|
19 |
| Franklin India Taxshield |
2.61
|
2 |
6.18
|
3 |
6.81
|
13 |
11.59
|
12 |
16.79
|
16 |
| Shriram Long Term Equity Fund |
1.14
|
32 |
3.78
|
27 |
4.70
|
30 |
7.26
|
30 |
|
|
| Mirae Asset Tax Saver Fund |
2.31
|
7 |
3.85
|
24 |
5.98
|
23 |
9.65
|
21 |
20.79
|
5 |
| Boi Axa Tax Advantage Fund |
2.07
|
13 |
5.64
|
6 |
6.66
|
15 |
11.43
|
13 |
25.10
|
2 |
| Canara Robeco Equity Tax Saver Fund |
1.31
|
31 |
3.60
|
29 |
5.52
|
27 |
9.02
|
26 |
21.47
|
4 |
| Dsp Tax Saver Fund |
2.31
|
6 |
4.54
|
15 |
5.46
|
28 |
11.18
|
15 |
19.29
|
8 |
| Edelweiss Long Term Equity Fund (Tax Savings) |
1.43
|
29 |
3.91
|
23 |
6.78
|
14 |
9.09
|
25 |
15.64
|
20 |
| Essel Long Term Advantage Fund |
1.96
|
17 |
4.17
|
20 |
7.15
|
10 |
7.79
|
27 |
12.72
|
29 |
| Hdfc Taxsaver |
2.47
|
3 |
6.31
|
2 |
9.15
|
3 |
17.15
|
1 |
14.71
|
23 |
| Hsbc Tax Saver Equity Fund |
2.11
|
9 |
3.32
|
32 |
4.57
|
32 |
9.80
|
19 |
15.79
|
18 |
| Icici Prudential Long Term Equity Fund (Tax Saving) |
1.89
|
18 |
4.37
|
17 |
5.57
|
26 |
10.44
|
18 |
17.53
|
14 |
| Idbi Equity Advantage Fund |
0.74
|
35 |
3.96
|
22 |
6.25
|
21 |
9.41
|
24 |
13.44
|
27 |
| Idfc Tax Advantage (Elss) Fund |
2.09
|
10 |
4.92
|
13 |
7.62
|
8 |
13.82
|
4 |
22.54
|
3 |
| Indiabulls Tax Savings Fund |
1.41
|
30 |
3.96
|
21 |
4.62
|
31 |
7.43
|
28 |
11.86
|
30 |
| Invesco India Tax Plan |
1.79
|
20 |
3.78
|
26 |
5.32
|
29 |
6.54
|
31 |
16.37
|
17 |
| Iti Long Term Equity Fund |
1.65
|
23 |
5.28
|
9 |
8.07
|
7 |
4.25
|
32 |
|
|
| Jm Tax Gain Fund |
2.04
|
15 |
4.51
|
16 |
8.44
|
5 |
11.18
|
14 |
18.74
|
10 |
| Kotak Tax Saver Fund |
2.09
|
11 |
5.22
|
10 |
7.10
|
11 |
12.70
|
6 |
19.08
|
9 |
| Mahindra Mutual Fund Kar Bachat Yojana |
2.08
|
12 |
3.51
|
30 |
7.24
|
9 |
12.27
|
9 |
18.25
|
12 |
| Motilal Oswal Long Term Equity Fund (Moflte) |
2.37
|
5 |
5.69
|
5 |
9.67
|
2 |
9.61
|
22 |
14.91
|
22 |
| Nippon India Tax Saver (Elss) Fund |
2.42
|
4 |
4.78
|
14 |
6.15
|
22 |
12.02
|
10 |
13.68
|
26 |
| Pgim India Long Term Equity Fund |
1.62
|
26 |
5.06
|
11 |
6.48
|
17 |
12.37
|
8 |
19.50
|
7 |
| Parag Parikh Tax Saver Fund |
1.52
|
28 |
5.50
|
8 |
8.49
|
4 |
15.68
|
2 |
|
|
| Quant Tax Plan |
2.23
|
8 |
6.47
|
1 |
4.31
|
34 |
14.68
|
3 |
36.06
|
1 |
| Quantum Tax Saving Fund |
1.99
|
16 |
4.36
|
18 |
6.45
|
18 |
9.52
|
23 |
12.76
|
28 |
| Sbi Long Term Equity Fund |
2.96
|
1 |
6.11
|
4 |
10.40
|
1 |
13.05
|
5 |
17.91
|
13 |
| Sundaram Diversified Equity |
1.53
|
27 |
3.37
|
31 |
6.87
|
12 |
10.96
|
16 |
15.39
|
21 |
| Tata India Tax Savings Fund |
2.07
|
14 |
5.04
|
12 |
5.60
|
25 |
11.82
|
11 |
16.83
|
15 |
| Union Long Term Equity Fund |
1.75
|
21 |
3.81
|
25 |
6.52
|
16 |
12.53
|
7 |
20.25
|
6 |
| Uti Long Term Equity Fund (Tax Saving) |
0.92
|
34 |
2.22
|
34 |
4.52
|
33 |
7.34
|
29 |
18.60
|
11 |
| Taurus Tax Shield |
1.80
|
19 |
5.56
|
7 |
8.36
|
6 |
10.83
|
17 |
13.82
|
25 |
| Lic Mf Tax Plan |
1.05
|
33 |
4.28
|
19 |
6.33
|
19 |
9.70
|
20 |
14.65
|
24 |
| Sundaram Tax Savings Fund |
1.63
|
25 |
3.72
|
28 |
6.30
|
20 |
|
|
||
| Baroda Bnp Paribas Elss Fund |
1.66
|
22 |
3.07
|
33 |
5.80
|
24 |
|
|
||
| Aditya Birla Sun Life Tax Plan (U/S 80c) |
|
|
|
|
9.07
|
32 | ||||
| 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 Relief 96 (U/S 80c) |
1.72
|
25 |
2.29
|
35 |
3.01
|
36 |
2.51
|
33 |
10.80
|
31 |
| Axis Long Term Equity Fund |
0.33
|
36 |
2.07
|
36 |
4.23
|
35 |
1.15
|
34 |
16.76
|
20 |
| Franklin India Taxshield |
2.69
|
2 |
6.40
|
3 |
7.27
|
14 |
12.52
|
13 |
17.84
|
16 |
| Shriram Long Term Equity Fund |
1.29
|
32 |
4.24
|
24 |
5.64
|
30 |
9.20
|
29 |
|
|
| Mirae Asset Tax Saver Fund |
2.40
|
6 |
4.16
|
25 |
6.58
|
22 |
10.99
|
22 |
22.56
|
5 |
| Boi Axa Tax Advantage Fund |
2.17
|
13 |
5.94
|
6 |
7.29
|
13 |
12.78
|
12 |
26.46
|
2 |
| Canara Robeco Equity Tax Saver Fund |
1.43
|
31 |
3.91
|
29 |
6.19
|
26 |
10.45
|
25 |
22.91
|
4 |
| Dsp Tax Saver Fund |
2.39
|
7 |
4.79
|
15 |
5.95
|
29 |
12.25
|
14 |
20.44
|
9 |
| Edelweiss Long Term Equity Fund (Tax Savings) |
1.56
|
29 |
4.34
|
21 |
7.67
|
12 |
10.98
|
23 |
17.63
|
18 |
| Essel Long Term Advantage Fund |
2.11
|
16 |
4.68
|
17 |
8.19
|
9 |
9.87
|
27 |
14.78
|
26 |
| Hdfc Taxsaver |
2.52
|
3 |
6.47
|
2 |
9.49
|
3 |
17.89
|
1 |
15.39
|
24 |
| Hsbc Tax Saver Equity Fund |
2.20
|
10 |
3.64
|
31 |
5.18
|
32 |
11.13
|
19 |
17.26
|
19 |
| Icici Prudential Long Term Equity Fund (Tax Saving) |
1.93
|
18 |
4.54
|
19 |
5.97
|
28 |
11.23
|
18 |
18.35
|
15 |
| Idbi Equity Advantage Fund |
0.86
|
35 |
4.28
|
23 |
6.86
|
19 |
10.74
|
24 |
14.85
|
25 |
| Idfc Tax Advantage (Elss) Fund |
2.19
|
12 |
5.21
|
13 |
8.24
|
8 |
15.18
|
4 |
23.97
|
3 |
| Indiabulls Tax Savings Fund |
1.54
|
30 |
4.34
|
22 |
5.50
|
31 |
9.42
|
28 |
14.23
|
29 |
| Invesco India Tax Plan |
1.89
|
19 |
4.08
|
26 |
5.98
|
27 |
7.90
|
31 |
17.83
|
17 |
| Iti Long Term Equity Fund |
1.81
|
22 |
5.82
|
7 |
9.10
|
5 |
6.48
|
32 |
|
|
| Jm Tax Gain Fund |
2.12
|
15 |
4.75
|
16 |
8.96
|
6 |
12.12
|
15 |
19.67
|
12 |
| Kotak Tax Saver Fund |
2.19
|
11 |
5.57
|
10 |
7.80
|
11 |
14.23
|
5 |
20.65
|
8 |
| Mahindra Mutual Fund Kar Bachat Yojana |
2.24
|
9 |
3.96
|
28 |
8.17
|
10 |
14.21
|
6 |
20.27
|
10 |
| Motilal Oswal Long Term Equity Fund (Moflte) |
2.48
|
4 |
6.02
|
5 |
10.37
|
2 |
10.99
|
21 |
16.42
|
21 |
| Nippon India Tax Saver (Elss) Fund |
2.48
|
5 |
4.96
|
14 |
6.50
|
23 |
12.84
|
11 |
14.50
|
28 |
| Pgim India Long Term Equity Fund |
1.76
|
24 |
5.45
|
11 |
7.25
|
15 |
14.01
|
7 |
21.12
|
6 |
| Parag Parikh Tax Saver Fund |
1.64
|
27 |
5.81
|
8 |
9.13
|
4 |
17.21
|
2 |
|
|
| Quant Tax Plan |
2.36
|
8 |
6.84
|
1 |
4.98
|
34 |
16.72
|
3 |
38.51
|
1 |
| Quantum Tax Saving Fund |
2.04
|
17 |
4.50
|
20 |
6.71
|
20 |
10.06
|
26 |
13.32
|
30 |
| Sbi Long Term Equity Fund |
3.02
|
1 |
6.28
|
4 |
10.78
|
1 |
13.75
|
8 |
18.63
|
13 |
| Sundaram Diversified Equity |
1.57
|
28 |
3.54
|
32 |
7.20
|
16 |
11.62
|
16 |
15.97
|
23 |
| Tata India Tax Savings Fund |
2.17
|
14 |
5.34
|
12 |
6.22
|
25 |
13.21
|
10 |
18.45
|
14 |
| Union Long Term Equity Fund |
1.84
|
21 |
4.05
|
27 |
7.00
|
17 |
13.43
|
9 |
21.00
|
7 |
| Uti Long Term Equity Fund (Tax Saving) |
1.00
|
34 |
2.49
|
34 |
5.07
|
33 |
8.38
|
30 |
19.72
|
11 |
| Taurus Tax Shield |
1.86
|
20 |
5.76
|
9 |
8.71
|
7 |
11.59
|
17 |
14.64
|
27 |
| Lic Mf Tax Plan |
1.13
|
33 |
4.58
|
18 |
6.90
|
18 |
11.07
|
20 |
16.03
|
22 |
| Sundaram Tax Savings Fund |
1.68
|
26 |
3.88
|
30 |
6.62
|
21 |
|
|
||
| Baroda Bnp Paribas Elss Fund |
1.77
|
23 |
3.39
|
33 |
6.44
|
24 |
|
|
||
| Aditya Birla Sun Life Tax Plan (U/S 80c) |
|
|
|
|
9.74
|
32 | ||||
| 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 |
-14.83
|
27 |
-14.00
|
28 |
-4.96
|
20 |
13.24
|
8 |
8.61
|
5 |
| Aditya Birla Sun Life Tax Relief '96 |
-14.07
|
22 |
-13.67
|
26 |
-4.78
|
16 |
12.95
|
5 |
8.66
|
6 |
| Baroda Bnp Paribas Elss Fund |
|
|
|
|
|
|||||
| Bank Of India Tax Advantage Fund |
-15.72
|
31 |
-16.59
|
32 |
-6.91
|
30 |
14.61
|
26 |
10.56
|
32 |
| Canara Robeco Equity Tax Saver Fund |
-12.02
|
5 |
-12.90
|
25 |
-5.15
|
24 |
13.87
|
18 |
9.30
|
12 |
| Dsp Tax Saver Fund |
-14.43
|
25 |
-11.23
|
12 |
-4.99
|
21 |
14.14
|
21 |
9.52
|
19 |
| Edelweiss Long Term Equity Fund (Tax Savings) |
-13.48
|
14 |
-11.83
|
18 |
-4.03
|
8 |
13.88
|
19 |
9.56
|
20 |
| Navi Elss Tax Saver Fund |
-14.83
|
28 |
-13.92
|
27 |
-5.96
|
28 |
13.29
|
9 |
9.33
|
13 |
| Franklin India Taxshield |
-14.03
|
21 |
-11.97
|
19 |
-5.70
|
26 |
15.47
|
31 |
10.28
|
28 |
| Hdfc Taxsaver |
-12.91
|
8 |
-6.28
|
1 |
-2.80
|
1 |
13.14
|
6 |
9.11
|
10 |
| Hsbc Tax Saver Equity Fund |
-15.31
|
29 |
-12.82
|
22 |
-4.99
|
22 |
14.89
|
29 |
10.28
|
29 |
| Icici Prudential Long Term Equity Fund (Tax Saving) |
-13.13
|
9 |
-11.58
|
17 |
-4.87
|
19 |
14.78
|
27 |
9.85
|
26 |
| Idbi Equity Advantage Fund |
-14.28
|
23 |
-12.83
|
23 |
-4.28
|
10 |
13.86
|
17 |
9.58
|
21 |
| Idfc Tax Advantage (Elss) Fund |
-18.59
|
33 |
-11.04
|
11 |
-5.71
|
27 |
15.55
|
33 |
10.71
|
33 |
| Indiabulls Tax Savings Fund |
-13.65
|
16 |
-11.56
|
16 |
-5.23
|
25 |
13.36
|
10 |
9.28
|
11 |
| Invesco India Tax Plan |
-16.17
|
32 |
-17.68
|
33 |
-7.19
|
31 |
14.47
|
24 |
10.34
|
30 |
| Iti Long Term Equity Fund |
-11.90
|
4 |
-17.82
|
34 |
-8.95
|
34 |
13.43
|
11 |
8.50
|
4 |
| Jm Tax Gain Fund |
-13.70
|
17 |
-14.82
|
30 |
-4.83
|
18 |
15.55
|
32 |
10.35
|
31 |
| Kotak Tax Saver Fund |
-13.60
|
15 |
-9.96
|
6 |
-3.79
|
3 |
12.31
|
3 |
8.50
|
3 |
| Lic Mf Tax Plan |
-13.25
|
10 |
-12.86
|
24 |
-7.89
|
32 |
13.77
|
13 |
9.33
|
14 |
| Mahindra Manulife Elss Kar Bachat Yojana |
-13.36
|
12 |
-11.38
|
14 |
-4.47
|
11 |
14.40
|
23 |
9.83
|
25 |
| Mirae Asset Tax Saver Fund |
-12.90
|
7 |
-11.24
|
13 |
-6.18
|
29 |
13.80
|
16 |
9.41
|
16 |
| Motilal Oswal Long Term Equity Fund (Moflte) |
-13.82
|
18 |
-15.77
|
31 |
-4.72
|
14 |
14.79
|
28 |
9.70
|
23 |
| Parag Parikh Tax Saver Fund |
-11.40
|
2 |
-7.38
|
2 |
-2.83
|
2 |
11.59
|
1 |
7.89
|
1 |
| Quant Tax Plan |
-19.99
|
34 |
-12.73
|
21 |
-8.04
|
33 |
17.82
|
34 |
12.53
|
35 |
| Nippon India Tax Saver (Elss) Fund |
-13.88
|
19 |
-10.23
|
8 |
-4.77
|
15 |
15.30
|
30 |
10.12
|
27 |
| Sbi Long Term Equity Fund |
-11.41
|
3 |
-10.25
|
9 |
-4.63
|
12 |
13.56
|
12 |
9.42
|
17 |
| Shriram Long Term Equity Fund |
-13.44
|
13 |
-12.36
|
20 |
-5.04
|
23 |
12.76
|
4 |
8.80
|
8 |
| Sundaram Diversified Equity |
-11.38
|
1 |
-9.16
|
4 |
-3.96
|
6 |
13.93
|
20 |
9.07
|
9 |
| Sundaram Tax Savings Fund |
|
|
|
|
|
|||||
| Tata India Tax Savings Fund |
-13.28
|
11 |
-10.19
|
7 |
-3.86
|
5 |
14.33
|
22 |
9.68
|
22 |
| Taurus Tax Shield |
-15.63
|
30 |
-9.55
|
5 |
-4.68
|
13 |
11.59
|
2 |
8.26
|
2 |
| Union Long Term Equity Fund |
-12.60
|
6 |
-11.42
|
15 |
-4.26
|
9 |
13.79
|
15 |
9.47
|
18 |
| Uti Long Term Equity Fund (Tax Saving) |
-14.32
|
24 |
-14.61
|
29 |
-3.85
|
4 |
14.57
|
25 |
9.70
|
24 |
| Pgim India Elss Tax Saver Fund |
-13.90
|
20 |
-10.36
|
10 |
-3.99
|
7 |
13.78
|
14 |
9.35
|
15 |
| Quantum Tax Saving Fund |
-14.71
|
26 |
-9.00
|
3 |
-4.82
|
17 |
13.15
|
7 |
8.74
|
7 |
| Axis Long Term Equity Fund |
-20.93
|
35 |
-22.81
|
35 |
-9.54
|
35 |
17.91
|
35 |
11.68
|
34 |
| 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 |
0.22
|
35 |
0.13
|
35 |
0.42
|
35 |
0.37
|
|
|
|
|
|
|||||||
| Aditya Birla Sun Life Tax Relief '96 |
0.46
|
34 |
0.25
|
34 |
0.57
|
33 |
0.37
|
-7.67
|
33 | 0.82 | 31 |
0.87
|
25 |
0.07
|
34 |
1.19
|
34 |
-12.1403
|
34 |
| Baroda Bnp Paribas Elss Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Bank Of India Tax Advantage Fund |
1.36
|
8 |
0.74
|
18 |
1.06
|
22 |
0.37
|
4.33
|
9 | 0.90 | 18 |
0.82
|
31 |
0.22
|
7 |
2.19
|
8 |
1.8383
|
8 |
| Canara Robeco Equity Tax Saver Fund |
1.28
|
13 |
0.77
|
13 |
1.14
|
18 |
0.37
|
3.33
|
13 | 0.90 | 19 |
0.88
|
21 |
0.20
|
13 |
2.09
|
13 |
0.8589
|
13 |
| Dsp Tax Saver Fund |
1.26
|
14 |
0.75
|
17 |
1.23
|
16 |
0.41
|
1.98
|
17 | 0.92 | 12 |
0.92
|
11 |
0.19
|
17 |
2.08
|
15 |
0.0558
|
17 |
| Edelweiss Long Term Equity Fund (Tax Savings) |
1.14
|
22 |
0.65
|
22 |
1.10
|
21 |
0.38
|
0.19
|
22 | 0.91 | 15 |
0.93
|
9 |
0.17
|
22 |
1.96
|
22 |
-2.0813
|
22 |
| Navi Elss Tax Saver Fund |
0.95
|
27 |
0.51
|
28 |
0.86
|
29 |
0.38
|
-1.11
|
26 | 0.86 | 25 |
0.88
|
22 |
0.15
|
27 |
1.74
|
27 |
-4.5569
|
28 |
| Franklin India Taxshield |
1.26
|
16 |
0.76
|
14 |
1.27
|
12 |
0.43
|
1.94
|
18 | 0.99 | 4 |
0.89
|
20 |
0.20
|
14 |
2.08
|
16 |
1.7703
|
9 |
| Hdfc Taxsaver |
1.51
|
4 |
0.91
|
4 |
1.73
|
2 |
0.39
|
5.79
|
4 | 0.86 | 26 |
0.91
|
13 |
0.23
|
4 |
2.34
|
4 |
2.1088
|
6 |
| Hsbc Tax Saver Equity Fund |
1.01
|
26 |
0.57
|
26 |
1.01
|
23 |
0.38
|
-2.13
|
28 | 0.99 | 5 |
0.95
|
1 |
0.15
|
26 |
1.82
|
26 |
-2.4226
|
24 |
| Icici Prudential Long Term Equity Fund (Tax Saving) |
1.14
|
23 |
0.69
|
21 |
1.16
|
17 |
0.39
|
-0.32
|
24 | 0.97 | 6 |
0.93
|
7 |
0.17
|
23 |
1.95
|
23 |
-1.0571
|
21 |
| Idbi Equity Advantage Fund |
0.89
|
30 |
0.48
|
30 |
0.89
|
27 |
0.39
|
-2.29
|
30 | 0.88 | 23 |
0.87
|
24 |
0.14
|
30 |
1.69
|
29 |
-5.2917
|
29 |
| Idfc Tax Advantage (Elss) Fund |
1.60
|
3 |
0.94
|
3 |
1.60
|
4 |
0.39
|
9.25
|
3 | 0.95 | 7 |
0.81
|
32 |
0.26
|
3 |
2.43
|
3 |
8.0971
|
2 |
| Indiabulls Tax Savings Fund |
0.84
|
31 |
0.45
|
31 |
0.88
|
28 |
0.38
|
-4.45
|
31 | 0.89 | 21 |
0.95
|
3 |
0.13
|
31 |
1.63
|
31 |
-7.3873
|
31 |
| Invesco India Tax Plan |
0.94
|
28 |
0.48
|
29 |
0.78
|
30 |
0.39
|
-2.21
|
29 | 0.93 | 11 |
0.89
|
19 |
0.15
|
28 |
1.74
|
28 |
-4.0190
|
27 |
| Iti Long Term Equity Fund |
0.89
|
29 |
0.56
|
27 |
0.71
|
32 |
0.40
|
-1.89
|
27 | 0.83 | 29 |
0.83
|
30 |
0.14
|
29 |
1.69
|
30 |
-6.1669
|
30 |
| Jm Tax Gain Fund |
1.23
|
18 |
0.75
|
15 |
1.11
|
20 |
0.42
|
0.90
|
21 | 1.01 | 2 |
0.91
|
14 |
0.19
|
18 |
2.05
|
18 |
1.1055
|
12 |
| Kotak Tax Saver Fund |
1.44
|
6 |
0.84
|
6 |
1.30
|
10 |
0.39
|
4.86
|
5 | 0.81 | 32 |
0.92
|
10 |
0.22
|
6 |
2.28
|
6 |
-0.0593
|
19 |
| Lic Mf Tax Plan |
1.09
|
24 |
0.62
|
24 |
1.01
|
24 |
0.39
|
0.06
|
23 | 0.88 | 24 |
0.88
|
23 |
0.17
|
24 |
1.90
|
24 |
-3.0250
|
25 |
| Mahindra Manulife Elss Kar Bachat Yojana |
1.32
|
11 |
0.79
|
11 |
1.28
|
11 |
0.36
|
3.65
|
11 | 0.95 | 8 |
0.94
|
5 |
0.20
|
11 |
2.15
|
11 |
2.3183
|
4 |
| Mirae Asset Tax Saver Fund |
1.33
|
9 |
0.79
|
12 |
1.25
|
13 |
0.39
|
3.80
|
10 | 0.91 | 16 |
0.94
|
4 |
0.20
|
10 |
2.16
|
9 |
1.5634
|
11 |
| Motilal Oswal Long Term Equity Fund (Moflte) |
1.16
|
21 |
0.71
|
19 |
0.98
|
25 |
0.41
|
1.04
|
20 | 0.93 | 10 |
0.85
|
27 |
0.18
|
20 |
1.97
|
21 |
-0.7365
|
20 |
| Parag Parikh Tax Saver Fund |
1.71
|
2 |
1.11
|
1 |
1.63
|
3 |
0.43
|
11.86
|
2 | 0.62 | 34 |
0.62
|
33 |
0.32
|
2 |
2.57
|
1 |
2.1911
|
5 |
| Quant Tax Plan |
1.76
|
1 |
1.00
|
2 |
1.78
|
1 |
0.36
|
19.69
|
1 | 0.85 | 27 |
0.48
|
34 |
0.37
|
1 |
2.56
|
2 |
16.0235
|
1 |
| Nippon India Tax Saver (Elss) Fund |
1.28
|
12 |
0.79
|
10 |
1.38
|
6 |
0.37
|
2.77
|
14 | 1.00 | 3 |
0.90
|
15 |
0.20
|
15 |
2.09
|
14 |
2.8508
|
3 |
| Sbi Long Term Equity Fund |
1.46
|
5 |
0.84
|
5 |
1.39
|
5 |
0.41
|
4.81
|
6 | 0.88 | 22 |
0.91
|
12 |
0.22
|
5 |
2.29
|
5 |
1.7521
|
10 |
| Shriram Long Term Equity Fund |
0.75
|
32 |
0.40
|
32 |
0.77
|
31 |
0.39
|
-4.63
|
32 | 0.84 | 28 |
0.93
|
8 |
0.11
|
32 |
1.53
|
32 |
-8.7734
|
33 |
| Sundaram Diversified Equity |
1.24
|
17 |
0.79
|
8 |
1.33
|
8 |
0.39
|
1.84
|
19 | 0.92 | 13 |
0.95
|
2 |
0.19
|
19 |
2.06
|
17 |
-0.0579
|
18 |
| Sundaram Tax Savings Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Tata India Tax Savings Fund |
1.16
|
20 |
0.69
|
20 |
1.23
|
15 |
0.38
|
2.28
|
16 | 0.92 | 14 |
0.90
|
17 |
0.18
|
21 |
1.99
|
20 |
0.4206
|
14 |
| Taurus Tax Shield |
1.22
|
19 |
0.64
|
23 |
1.13
|
19 |
0.37
|
3.51
|
12 | 0.72 | 33 |
0.84
|
29 |
0.20
|
16 |
2.05
|
19 |
-3.3918
|
26 |
| Union Long Term Equity Fund |
1.32
|
10 |
0.79
|
9 |
1.24
|
14 |
0.35
|
2.49
|
15 | 0.91 | 17 |
0.93
|
6 |
0.20
|
12 |
2.15
|
10 |
0.1084
|
16 |
| Uti Long Term Equity Fund (Tax Saving) |
1.05
|
25 |
0.62
|
25 |
0.95
|
26 |
0.42
|
-0.57
|
25 | 0.94 | 9 |
0.89
|
18 |
0.16
|
25 |
1.86
|
25 |
-2.1486
|
23 |
| Pgim India Elss Tax Saver Fund |
1.39
|
7 |
0.83
|
7 |
1.35
|
7 |
0.40
|
4.60
|
7 | 0.89 | 20 |
0.90
|
16 |
0.21
|
8 |
2.22
|
7 |
1.8731
|
7 |
| Quantum Tax Saving Fund |
1.26
|
15 |
0.75
|
16 |
1.30
|
9 |
0.43
|
4.57
|
8 | 0.82 | 30 |
0.85
|
26 |
0.20
|
9 |
2.09
|
12 |
0.3539
|
15 |
| Axis Long Term Equity Fund |
0.57
|
33 |
0.33
|
33 |
0.55
|
34 |
0.40
|
-10.63
|
34 | 1.12 | 1 |
0.85
|
28 |
0.09
|
33 |
1.34
|
33 |
-7.6270
|
32 |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
More Mutual Fund Analysis ArticleSmall cap mutual funds, as defined by SEBI and AMFI, primarily invest in companies ranked 251st onwards in terms of market capitalization. They offer high growth potential as they invest in smaller, growing companies that could yield high returns. Moreover, they can uncover undervalued stocks that are often under-researched. Small-cap funds also bounce back quickly from economic downturns due to their adaptability. However, they have drawbacks like high volatility, and liquidity risk, and require a longer investment horizon. Although they carry significant risk, with informed decision-making, a clear understanding of the risk-reward paradigm, and guidance from skilled fund managers, they can contribute significantly to wealth creation.
Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.
म्यूचुअल फंड में निवेश लंबी अवधि में धन बनाने के सबसे लोकप्रिय तरीकों में से एक है। हालांकि, किसी भी निवेश की तरह, म्यूचुअल फंड निवेश मे भी जोखिम हैं। निवेश निर्णय लेने के लिए इन जोखिमों को समझना और उनका आकलन करना आवश्यक है। इस लेख का उद्देश्य म्यूचुअल फंड मे प्रयोग किए जाने वाले कुछ प्रमुख जोखिम मूल्यांकन के तरीकों पे पर प्रकाश डालना है। ये प्रमुख जोखिम मूल्यांकन के तरीके निम्नलिखित है:
इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.