Use Landscape Mode

Ranked On: 28 March 2024

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
Sbi Long Term Equity Fund 1
58.64% 28.26% 21.29% 16.86% 16.91% 59.77% 29.09% 22.06% 17.63% 17.65% 13.34% -10.25% -12.35% 8.62% 0.95 0.71 1.32
Hdfc Taxsaver 2
44.45% 26.86% 17.37% 13.73% 14.92% 45.32% 27.63% 18.07% 14.44% 15.62% 11.87% -6.28% -11.74% 8.91% 0.87 0.81 1.40
Quant Tax Plan 3
60.44% 30.80% 31.66% 24.26% 25.13% 62.20% 32.85% 33.83% 25.87% 26.39% 16.60% -12.73% -19.99% 15.75% 0.88 0.67 1.25
Motilal Oswal Long Term … 4
56.22% 25.26% 20.22% 15.69% % 58.10% 26.81% 21.76% 17.17% % 13.73% -15.77% -13.82% 5.11% 0.93 0.58 1.03
Bank Of India Tax Advant… 5
52.97% 24.92% 25.06% 19.71% 18.74% 54.52% 26.25% 26.42% 21.09% 20.22% 14.16% -16.59% -15.72% 5.72% 0.96 0.56 1.06
Franklin India Taxshield 6
44.08% 23.45% 17.42% 14.46% 16.28% 45.30% 24.48% 18.45% 15.50% 17.34% 12.82% -11.97% -13.26% 3.73% 0.93 0.52 1.00
Parag Parikh Tax Saver F… 7
31.15% 21.81% % % % 32.58% 23.34% % % % 10.06% -7.38% -11.40% 8.99% 0.65 0.72 1.29
Iti Long Term Equity Fund 8
52.02% 18.50% % % % 54.79% 20.88% % % % 12.80% -17.82% -11.90% 1.58% 0.84 0.43 0.73
Nippon India Tax Saver (… 9
42.56% 22.07% 14.61% 10.52% 14.35% 43.53% 22.93% 15.41% 11.37% 15.23% 13.03% -10.23% -13.88% 3.37% 0.97 0.49 0.90
Kotak Tax Saver Fund 10
37.91% 21.05% 18.73% 15.35% 17.64% 39.63% 22.64% 20.27% 16.81% 19.13% 11.42% -9.96% -13.60% 3.95% 0.82 0.51 0.97
Idfc Tax Advantage (Elss… 11
37.99% 22.63% 19.71% 16.64% 17.94% 39.57% 24.06% 21.08% 18.00% 19.36% 12.78% -11.04% -18.59% 6.02% 0.86 0.51 1.04
Jm Tax Gain Fund 12
46.38% 22.40% 19.64% 16.50% 17.77% 47.98% 23.56% 20.68% 17.47% 19.05% 13.37% -14.82% -13.70% 2.27% 0.94 0.46 0.86
Quantum Tax Saving Fund 13
39.83% 18.85% 14.27% 12.31% % 41.12% 19.61% 14.93% 12.85% 14.06% 11.74% -9.00% -14.71% 4.58% 0.82 0.40 0.76
Taurus Tax Shield 14
34.10% 19.32% 15.13% 13.99% 14.58% 34.98% 20.15% 15.94% 14.76% 15.45% 11.43% -9.55% -15.63% 4.59% 0.75 0.44 0.88
Dsp Tax Saver Fund 15
41.54% 21.38% 19.17% 15.79% 18.02% 42.84% 22.53% 20.31% 16.94% 19.10% 12.83% -11.23% -14.43% 1.94% 0.92 0.46 0.85
Union Long Term Equity F… 16
36.58% 20.69% 18.66% 14.93% 14.03% 37.78% 21.68% 19.44% 15.69% 14.81% 11.96% -11.42% -12.60% 2.82% 0.86 0.48 0.90
Icici Prudential Long Te… 17
36.74% 19.30% 16.04% 13.79% 15.26% 37.61% 20.11% 16.84% 14.69% 16.27% 12.25% -11.58% -13.13% 1.04% 0.89 0.41 0.78
Hsbc Tax Saver Equity Fu… 18
39.65% 19.82% 15.73% 12.44% 14.54% 41.01% 21.20% 17.12% 13.63% 15.63% 13.45% -12.82% -15.31% 0.68% 0.96 0.37 0.73
Indiabulls Tax Savings F… 19
37.05% 17.56% 13.51% % % 39.04% 19.50% 15.63% % % 12.77% -11.56% -13.13% -1.51% 0.94 0.33 0.63
Mahindra Manulife Elss K… 20
32.73% 19.78% 16.87% 12.52% % 34.85% 21.80% 18.84% 14.59% % 12.86% -11.38% -13.59% 1.67% 0.92 0.41 0.77
Edelweiss Long Term Equi… 21
35.17% 18.18% 15.54% 12.45% 14.20% 37.43% 20.19% 17.51% 14.27% 15.70% 12.53% -11.83% -13.48% -0.33% 0.91 0.35 0.68
Mirae Asset Tax Saver Fu… 22
35.91% 18.91% 18.93% 17.35% % 37.28% 20.27% 20.51% 18.89% % 12.18% -11.24% -12.90% 0.80% 0.89 0.37 0.70
Shriram Long Term Equity… 23
37.37% 17.16% 14.52% % % 39.65% 19.23% 16.62% % % 12.76% -12.36% -13.44% -1.19% 0.91 0.33 0.61
Tata India Tax Savings F… 24
33.94% 19.12% 16.32% 13.98% % 35.43% 20.54% 17.83% 15.46% % 12.79% -10.19% -13.28% 2.82% 0.93 0.37 0.69
Baroda Bnp Paribas Elss … 25
42.83% % % % % 44.52% % % % % % % % %
Canara Robeco Equity Tax… 26
31.38% 17.75% 18.25% 16.31% 16.13% 32.93% 19.26% 19.65% 17.57% 17.21% 12.50% -12.90% -12.02% 0.48% 0.92 0.36 0.66
Invesco India Tax Plan 27
42.14% 17.88% 16.43% 14.69% 16.48% 43.84% 19.33% 17.86% 16.21% 18.15% 13.36% -17.68% -16.17% -0.99% 0.93 0.29 0.58
Sundaram Diversified Equ… 28
28.03% 17.82% 13.75% 11.03% 13.92% 28.75% 18.51% 14.32% 11.62% 14.46% 12.16% -9.16% -11.38% 0.36% 0.88 0.38 0.68
Pgim India Elss Tax Save… 29
23.66% 17.93% 16.17% 13.62% % 25.54% 19.60% 17.80% 15.35% % 11.67% -10.36% -13.90% 1.88% 0.81 0.38 0.73
Lic Mf Tax Plan 30
30.86% 16.83% 14.21% 12.81% 14.04% 32.33% 18.17% 15.53% 14.13% 15.24% 12.29% -12.86% -12.03% -0.12% 0.84 0.34 0.62
Uti Long Term Equity Fun… 31
31.07% 15.80% 15.44% 12.73% 14.00% 32.42% 16.97% 16.57% 13.80% 15.08% 12.59% -14.61% -14.32% -1.89% 0.87 0.26 0.48
Sundaram Tax Savings Fund 32
34.99% % % % % 35.73% % % % % % % % %
Aditya Birla Sun Life Ta… 33
32.53% 11.24% 10.23% 10.25% 14.02% 33.51% 12.14% 11.19% 11.28% 15.05% 11.69% -13.67% -14.07% -5.63% 0.84 0.10 0.17
Navi Elss Tax Saver Fund 34
28.96% 15.63% 12.30% 10.74% % 31.46% 17.86% 14.38% 12.74% % 12.23% -13.92% -14.83% -1.25% 0.88 0.25 0.49
Axis Long Term Equity Fu… 35
34.66% 12.58% 14.15% 13.65% 15.97% 35.68% 13.49% 15.09% 14.65% 17.11% 15.57% -22.81% -20.17% -7.38% 1.03 0.14 0.23

Return Calculated On: 19 April 2024

Ratios Calculated On: 28 March 2024