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 | |
60.55% | 28.63% | 21.76% | 16.98% | 17.18% | 61.70% | 29.46% | 22.54% | 17.76% | 17.92% | 13.34% | -10.25% | -12.35% | 8.62% | 0.95 | 0.71 | 1.32 |
| Hdfc Taxsaver | 2 | |
46.16% | 27.59% | 17.82% | 13.95% | 15.27% | 47.04% | 28.37% | 18.52% | 14.66% | 15.97% | 11.87% | -6.28% | -11.74% | 8.91% | 0.87 | 0.81 | 1.40 |
| Quant Tax Plan | 3 | |
60.63% | 30.93% | 31.84% | 24.09% | 25.32% | 62.38% | 32.98% | 34.02% | 25.70% | 26.59% | 16.60% | -12.73% | -19.99% | 15.75% | 0.88 | 0.67 | 1.25 |
| Motilal Oswal Long Term … | 4 | |
61.12% | 26.31% | 21.08% | 16.02% | % | 63.07% | 27.87% | 22.63% | 17.51% | % | 13.73% | -15.77% | -13.82% | 5.11% | 0.93 | 0.58 | 1.03 |
| Bank Of India Tax Advant… | 5 | |
55.36% | 25.46% | 25.73% | 19.91% | 19.15% | 56.94% | 26.81% | 27.10% | 21.29% | 20.64% | 14.16% | -16.59% | -15.72% | 5.72% | 0.96 | 0.56 | 1.06 |
| Franklin India Taxshield | 6 | |
46.13% | 23.85% | 17.95% | 14.66% | 16.63% | 47.35% | 24.88% | 18.99% | 15.70% | 17.69% | 12.82% | -11.97% | -13.26% | 3.73% | 0.93 | 0.52 | 1.00 |
| Parag Parikh Tax Saver F… | 7 | |
32.59% | 22.34% | % | % | % | 34.03% | 23.87% | % | % | % | 10.06% | -7.38% | -11.40% | 8.99% | 0.65 | 0.72 | 1.29 |
| Iti Long Term Equity Fund | 8 | |
54.87% | 19.61% | % | % | % | 57.69% | 22.01% | % | % | % | 12.80% | -17.82% | -11.90% | 1.58% | 0.84 | 0.43 | 0.73 |
| Nippon India Tax Saver (… | 9 | |
44.29% | 22.56% | 15.12% | 10.71% | 14.70% | 45.26% | 23.43% | 15.92% | 11.56% | 15.58% | 13.03% | -10.23% | -13.88% | 3.37% | 0.97 | 0.49 | 0.90 |
| Kotak Tax Saver Fund | 10 | |
39.77% | 21.66% | 19.09% | 15.40% | 18.02% | 41.52% | 23.27% | 20.63% | 16.86% | 19.51% | 11.42% | -9.96% | -13.60% | 3.95% | 0.82 | 0.51 | 0.97 |
| Idfc Tax Advantage (Elss… | 11 | |
39.07% | 22.82% | 19.94% | 16.55% | 18.16% | 40.65% | 24.25% | 21.32% | 17.92% | 19.58% | 12.78% | -11.04% | -18.59% | 6.02% | 0.86 | 0.51 | 1.04 |
| Jm Tax Gain Fund | 12 | |
50.86% | 23.59% | 20.50% | 16.65% | 18.30% | 52.52% | 24.76% | 21.55% | 17.63% | 19.58% | 13.37% | -14.82% | -13.70% | 2.27% | 0.94 | 0.46 | 0.86 |
| Quantum Tax Saving Fund | 13 | |
39.97% | 18.92% | 14.50% | 12.41% | % | 41.30% | 19.69% | 15.16% | 12.95% | 14.36% | 11.74% | -9.00% | -14.71% | 4.58% | 0.82 | 0.40 | 0.76 |
| Taurus Tax Shield | 14 | |
38.02% | 20.41% | 15.87% | 14.22% | 15.07% | 38.92% | 21.24% | 16.69% | 14.99% | 15.94% | 11.43% | -9.55% | -15.63% | 4.59% | 0.75 | 0.44 | 0.88 |
| Dsp Tax Saver Fund | 15 | |
43.26% | 21.74% | 19.43% | 15.86% | 18.30% | 44.57% | 22.89% | 20.57% | 17.01% | 19.38% | 12.83% | -11.23% | -14.43% | 1.94% | 0.92 | 0.46 | 0.85 |
| Union Long Term Equity F… | 16 | |
38.18% | 21.10% | 18.95% | 14.93% | 14.37% | 39.42% | 22.09% | 19.75% | 15.70% | 15.16% | 11.96% | -11.42% | -12.60% | 2.82% | 0.86 | 0.48 | 0.90 |
| Icici Prudential Long Te… | 17 | |
38.30% | 19.90% | 16.46% | 14.09% | 15.55% | 39.19% | 20.71% | 17.27% | 15.00% | 16.57% | 12.25% | -11.58% | -13.13% | 1.04% | 0.89 | 0.41 | 0.78 |
| Hsbc Tax Saver Equity Fu… | 18 | |
43.08% | 20.83% | 16.55% | 12.58% | 15.02% | 44.47% | 22.22% | 17.95% | 13.77% | 16.12% | 13.45% | -12.82% | -15.31% | 0.68% | 0.96 | 0.37 | 0.73 |
| Indiabulls Tax Savings F… | 19 | |
38.08% | 18.04% | 13.87% | % | % | 40.11% | 19.99% | 15.99% | % | % | 12.77% | -11.56% | -13.13% | -1.51% | 0.94 | 0.33 | 0.63 |
| Mahindra Manulife Elss K… | 20 | |
34.08% | 20.06% | 17.27% | 12.70% | % | 36.23% | 22.08% | 19.25% | 14.77% | % | 12.86% | -11.38% | -13.59% | 1.67% | 0.92 | 0.41 | 0.77 |
| Edelweiss Long Term Equi… | 21 | |
35.98% | 18.81% | 15.86% | 12.39% | 14.36% | 38.26% | 20.83% | 17.84% | 14.22% | 15.87% | 12.53% | -11.83% | -13.48% | -0.33% | 0.91 | 0.35 | 0.68 |
| Mirae Asset Tax Saver Fu… | 22 | |
36.40% | 18.95% | 19.14% | 17.25% | % | 37.77% | 20.31% | 20.71% | 18.79% | % | 12.18% | -11.24% | -12.90% | 0.80% | 0.89 | 0.37 | 0.70 |
| Shriram Long Term Equity… | 23 | |
40.31% | 18.20% | 15.24% | % | % | 42.64% | 20.29% | 17.35% | % | % | 12.76% | -12.36% | -13.44% | -1.19% | 0.91 | 0.33 | 0.61 |
| Tata India Tax Savings F… | 24 | |
35.01% | 19.49% | 16.56% | 14.07% | % | 36.51% | 20.91% | 18.08% | 15.56% | % | 12.79% | -10.19% | -13.28% | 2.82% | 0.93 | 0.37 | 0.69 |
| Baroda Bnp Paribas Elss … | 25 | |
44.73% | % | % | % | % | 46.45% | % | % | % | % | % | % | % | % | |||
| Canara Robeco Equity Tax… | 26 | |
32.97% | 18.34% | 18.66% | 16.38% | 16.55% | 34.52% | 19.85% | 20.07% | 17.64% | 17.62% | 12.50% | -12.90% | -12.02% | 0.48% | 0.92 | 0.36 | 0.66 |
| Invesco India Tax Plan | 27 | |
42.37% | 17.88% | 16.65% | 14.71% | 16.78% | 44.06% | 19.33% | 18.08% | 16.23% | 18.45% | 13.36% | -17.68% | -16.17% | -0.99% | 0.93 | 0.29 | 0.58 |
| Sundaram Diversified Equ… | 28 | |
28.68% | 18.11% | 14.04% | 10.94% | 14.24% | 29.42% | 18.80% | 14.62% | 11.52% | 14.78% | 12.16% | -9.16% | -11.38% | 0.36% | 0.88 | 0.38 | 0.68 |
| Pgim India Elss Tax Save… | 29 | |
24.45% | 17.83% | 16.32% | 13.54% | % | 26.36% | 19.50% | 17.95% | 15.26% | % | 11.67% | -10.36% | -13.90% | 1.88% | 0.81 | 0.38 | 0.73 |
| Lic Mf Tax Plan | 30 | |
31.59% | 17.18% | 14.59% | 12.95% | 14.34% | 33.02% | 18.52% | 15.92% | 14.28% | 15.54% | 12.29% | -12.86% | -12.03% | -0.12% | 0.84 | 0.34 | 0.62 |
| Uti Long Term Equity Fun… | 31 | |
32.68% | 16.17% | 16.00% | 12.77% | 14.37% | 34.04% | 17.34% | 17.14% | 13.84% | 15.46% | 12.59% | -14.61% | -14.32% | -1.89% | 0.87 | 0.26 | 0.48 |
| Sundaram Tax Savings Fund | 32 | |
36.45% | % | % | % | % | 37.20% | % | % | % | % | % | % | % | % | |||
| Aditya Birla Sun Life Ta… | 33 | |
34.14% | 11.86% | 10.64% | 10.17% | 14.42% | 35.19% | 12.77% | 11.60% | 11.20% | 15.45% | 11.69% | -13.67% | -14.07% | -5.63% | 0.84 | 0.10 | 0.17 |
| Navi Elss Tax Saver Fund | 34 | |
29.41% | 16.01% | 12.63% | 10.73% | % | 31.91% | 18.25% | 14.72% | 12.73% | % | 12.23% | -13.92% | -14.83% | -1.25% | 0.88 | 0.25 | 0.49 |
| Axis Long Term Equity Fu… | 35 | |
34.85% | 12.57% | 14.19% | 13.46% | 16.02% | 35.87% | 13.48% | 15.13% | 14.46% | 17.16% | 15.57% | -22.81% | -20.17% | -7.38% | 1.03 | 0.14 | 0.23 |
Return Calculated On: 25 April 2024
Ratios Calculated On: 28 March 2024
| 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 | 16096.8 | 14074.08 | 50392.8 | 45716.9 | 99480.0 | 86133.3 | 165454.8 | 128354.77 | 461520.0 | 221476.32 | 1549710.0 | 521422.56 |
| Baroda BNP Paribas Elss Fund | 17367.6 | 14884.68 | ||||||||||
| Bank Of India Tax Advantage Fund | 18643.2 | 15759.31 | 71096.4 | 55681.2 | 188490.0 | 123214.26 | 299409.6 | 198063.1 | 692148.0 | 354984.6 | 2285604.0 | 795500.64 |
| Canara Robeco Equity Tax Saver Fund | 15956.4 | 14055.3 | 59655.6 | 47481.12 | 141150.0 | 101049.06 | 242886.0 | 164065.69 | 554952.0 | 289686.48 | 2162106.0 | 665231.22 |
| DSP Tax Saver Fund | 17191.2 | 14636.78 | 64951.2 | 50783.04 | 145794.0 | 108247.5 | 235418.4 | 171136.14 | 644172.0 | 305785.08 | 2372310.0 | 748159.38 |
| Edelweiss Long Term Equity Fund (Tax Savings) | 16317.6 | 14206.73 | 60368.4 | 48475.87 | 125250.0 | 98726.1 | 190318.8 | 150411.66 | 459048.0 | 253259.52 | 1455318.0 | 562929.66 |
| Navi Elss Tax Saver Fund | 15529.2 | 13533.64 | 56214.0 | 45836.93 | 108732.0 | 90907.32 | 171469.2 | 137188.04 | ||||
| Franklin India Taxshield | 17535.6 | 14811.28 | 68392.8 | 52384.0 | 136992.0 | 110798.82 | 218794.8 | 168972.05 | 559032.0 | 285457.2 | 2094318.0 | 676975.32 |
| HDFC Taxsaver | 17539.2 | 14897.71 | 74775.6 | 54554.36 | 136218.0 | 114389.7 | 209496.0 | 171067.01 | 496932.0 | 284707.08 | 1924578.0 | 625942.44 |
| HSBC Tax Saver Equity Fund | 17169.6 | 14679.91 | 63507.6 | 50067.18 | 129048.0 | 102440.1 | 192519.6 | 154977.82 | 486348.0 | 263700.0 | 1712574.0 | 601911.54 |
| ICICI Prudential Long Term Equity Fund (Tax Saving) | 16596.0 | 14338.52 | 62049.6 | 48872.7 | 128562.0 | 101948.64 | 211419.6 | 158635.51 | 509268.0 | 270084.12 | 645548.04 | |
| IDFC Tax Advantage (Elss) Fund | 16688.4 | 14203.7 | 66697.2 | 50340.06 | 148956.0 | 113268.3 | 245439.6 | 175396.2 | 636372.0 | 312541.44 | 2249478.0 | 760684.86 |
| Indiabulls Tax Savings Fund | 16569.6 | 14471.29 | 59205.6 | 48829.64 | 114888.0 | 95328.12 | ||||||
| Invesco India Tax Plan | 17084.4 | 14431.48 | 58975.2 | 48725.64 | 129606.0 | 99109.2 | 219525.6 | 154637.28 | 566184.0 | 271965.12 | 2199240.0 | 668157.3 |
| ITI Long Term Equity Fund | 18584.4 | 15517.92 | 61606.8 | 54016.7 | ||||||||
| JM Tax Gain Fund | 18103.2 | 15066.41 | 67957.2 | 53197.13 | 152448.0 | 112124.46 | 246943.2 | 177143.74 | 644160.0 | 316246.68 | 1683684.0 | 710588.16 |
| Kotak Tax Saver Fund | 16772.4 | 14662.44 | 64828.8 | 51268.72 | 143700.0 | 107953.8 | 228967.2 | 170501.44 | 629208.0 | 300903.96 | 1857564.0 | 673761.42 |
| LIC Mf Tax Plan | 15790.8 | 13778.4 | 57924.0 | 46744.78 | 118560.0 | 93437.16 | 197005.2 | 143849.83 | 458208.0 | 245435.28 | 1232928.0 | 523771.74 |
| Mahindra Manulife Elss Kar Bachat Yojana | 16089.6 | 14009.48 | 62298.0 | 48368.66 | 133050.0 | 102620.82 | 194006.4 | 156218.5 | ||||
| Mirae Asset Tax Saver Fund | 16368.0 | 14226.62 | 60584.4 | 48513.71 | 144018.0 | 103844.76 | 255964.8 | 167620.82 | ||||
| Motilal Oswal Long Term Equity Fund (Moflte) | 19334.4 | 15953.04 | 72547.2 | 57432.56 | 156120.0 | 118687.92 | 237686.4 | 181340.12 | ||||
| Parag Parikh Tax Saver Fund | 15910.8 | 14038.44 | 65923.2 | 49742.71 | ||||||||
| Quant Tax Plan | 19275.6 | 16060.13 | 80802.0 | 57503.2 | 238950.0 | 147627.6 | 380511.6 | 247954.14 | 1146540.0 | 480146.28 | 2388258.0 | 1057095.72 |
| Nippon India Tax Saver (Elss) Fund | 17314.8 | 14768.53 | 66279.6 | 51606.47 | 121290.0 | 107464.38 | 171200.4 | 154883.82 | 472968.0 | 248443.68 | 1865142.0 | 594110.52 |
| SBI Long Term Equity Fund | 19266.0 | 15778.09 | 76608.0 | 58633.2 | 160608.0 | 124672.02 | 251874.0 | 191846.76 | 585828.0 | 321401.52 | 1959966.0 | 719456.4 |
| Shriram Long Term Equity Fund | 16837.2 | 14574.54 | 59457.6 | 49128.05 | 121932.0 | 96324.06 | ||||||
| Sundaram Diversified Equity | 15441.6 | 13629.07 | 59320.8 | 46587.82 | 115746.0 | 95540.88 | 173695.2 | 143005.97 | 454500.0 | 242235.84 | 1352502.0 | 523887.66 |
| Sundaram Tax Savings Fund | 16374.0 | 14203.0 | ||||||||||
| Tata India Tax Savings Fund | 16201.2 | 14103.61 | 61412.4 | 48617.32 | 129078.0 | 100083.42 | 211117.2 | 155496.52 | ||||
| Taurus Tax Shield | 16562.4 | 14369.04 | 62845.2 | 50498.86 | 125340.0 | 101325.54 | 213091.2 | 155315.08 | 488508.0 | 269631.84 | 1566198.0 | 570872.88 |
| Union Long Term Equity Fund | 16581.6 | 14174.65 | 63928.8 | 49133.7 | 142896.0 | 104577.48 | 222532.8 | 164896.37 | 459708.0 | 273243.96 | ||
| UTI Long Term Equity Fund (Tax Saving) | 15921.6 | 13837.09 | 56440.8 | 45908.6 | 126036.0 | 95377.92 | 194787.6 | 148038.32 | 459708.0 | 252207.0 | 1400274.0 | 543115.44 |
| PGIM India Elss Tax Saver Fund | 14934.0 | 13443.5 | 58892.4 | 45680.08 | 127758.0 | 97281.3 | 204262.8 | 151372.45 | ||||
| Quantum Tax Saving Fund | 16796.4 | 14452.3 | 60548.4 | 49900.79 | 118056.0 | 101893.02 | 190486.8 | 152655.3 | ||||
| Axis Long Term Equity Fund | 16182.0 | 14171.59 | 51357.6 | 45361.44 | 116490.0 | 88953.66 | 203280.0 | 139819.76 | 530208.0 | 247331.88 | ||
| 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 | 16222.8 | 14135.14 | 51627.6 | 46292.36 | 103884.0 | 88115.22 | 176610.0 | 132723.61 | 504948.0 | 233555.28 | ||
| Baroda BNP Paribas Elss Fund | 17574.0 | 14985.52 | ||||||||||
| Bank Of India Tax Advantage Fund | 18832.8 | 15851.8 | 73404.0 | 56676.1 | 199020.0 | 127269.72 | 324349.2 | 207327.62 | 783288.0 | 381475.92 | ||
| Canara Robeco Equity Tax Saver Fund | 16142.4 | 14146.86 | 61974.0 | 48444.01 | 149718.0 | 104751.72 | 261861.6 | 172182.11 | 608340.0 | 308939.88 | ||
| DSP Tax Saver Fund | 17348.4 | 14713.69 | 66812.4 | 51566.29 | 152910.0 | 111293.64 | 252235.2 | 177955.93 | 705432.0 | 324197.28 | ||
| Edelweiss Long Term Equity Fund (Tax Savings) | 16591.2 | 14342.44 | 63514.8 | 49824.65 | 136344.0 | 103662.3 | 213091.2 | 160840.85 | 523248.0 | 277268.04 | ||
| Navi Elss Tax Saver Fund | 15829.2 | 13682.4 | 59533.2 | 47283.05 | 119220.0 | 95939.76 | 194384.4 | 147625.04 | ||||
| Franklin India Taxshield | 17682.0 | 14879.12 | 70117.2 | 53104.97 | 143106.0 | 113576.7 | 233150.4 | 174975.28 | 612000.0 | 301070.28 | ||
| HDFC Taxsaver | 17644.8 | 14949.06 | 76147.2 | 55113.77 | 140328.0 | 116412.78 | 218912.4 | 175224.92 | 528048.0 | 295125.12 | ||
| HSBC Tax Saver Equity Fund | 17336.4 | 14756.17 | 65728.8 | 50953.25 | 136962.0 | 105894.12 | 207278.4 | 162072.37 | 534792.0 | 280466.88 | ||
| ICICI Prudential Long Term Equity Fund (Tax Saving) | 16702.8 | 14391.67 | 63324.0 | 49393.08 | 133068.0 | 103938.66 | 223448.4 | 163195.7 | 555792.0 | 283237.92 | ||
| IDFC Tax Advantage (Elss) Fund | 16878.0 | 14296.96 | 69062.4 | 51316.02 | 157668.0 | 117228.24 | 266271.6 | 183892.3 | 717156.0 | 335581.2 | ||
| Indiabulls Tax Savings Fund | 16813.2 | 14587.36 | 62186.4 | 50100.48 | 125970.0 | 100510.98 | ||||||
| Invesco India Tax Plan | 17287.2 | 14530.52 | 61178.4 | 49680.65 | 137718.0 | 102634.38 | 240727.2 | 162628.87 | 652188.0 | 294917.28 | ||
| ITI Long Term Equity Fund | 18922.8 | 15681.36 | 65386.8 | 55712.63 | ||||||||
| JM Tax Gain Fund | 18302.4 | 15167.33 | 69915.6 | 54095.51 | 159204.0 | 115210.32 | 261786.0 | 183649.45 | 717312.0 | 335796.12 | ||
| Kotak Tax Saver Fund | 16982.4 | 14765.71 | 67424.4 | 52365.49 | 153252.0 | 112143.36 | 250068.0 | 179652.06 | 713472.0 | 325464.36 | ||
| LIC Mf Tax Plan | 15962.4 | 13867.38 | 59932.8 | 47587.64 | 125562.0 | 96524.88 | 213788.4 | 150589.99 | 508572.0 | 262210.08 | ||
| Mahindra Manulife Elss Kar Bachat Yojana | 16347.6 | 14136.0 | 65498.4 | 49694.98 | 144672.0 | 107758.92 | 220399.2 | 167300.53 | ||||
| Mirae Asset Tax Saver Fund | 16532.4 | 14306.3 | 62686.8 | 49369.46 | 153786.0 | 107585.64 | 280392.0 | 176683.0 | ||||
| Motilal Oswal Long Term Equity Fund (Moflte) | 19568.4 | 16064.26 | 75272.4 | 58597.06 | 166410.0 | 123071.64 | 259845.6 | 190725.02 | ||||
| Parag Parikh Tax Saver Fund | 16083.6 | 14125.55 | 68428.8 | 50741.32 | ||||||||
| Quant Tax Plan | 19485.6 | 16156.45 | 84661.2 | 58804.06 | 259374.0 | 155280.72 | 416413.2 | 264791.18 | 1267944.0 | 519703.92 | ||
| Nippon India Tax Saver (Elss) Fund | 17431.2 | 14825.27 | 67687.2 | 52195.0 | 125592.0 | 109661.34 | 180616.8 | 159212.34 | 510708.0 | 259191.48 | ||
| SBI Long Term Equity Fund | 19404.0 | 15842.36 | 78120.0 | 59294.88 | 165798.0 | 127091.16 | 263751.6 | 196945.98 | 623904.0 | 333896.04 | ||
| Shriram Long Term Equity Fund | 17116.8 | 14709.95 | 62654.4 | 50513.04 | 133536.0 | 101268.84 | ||||||
| Sundaram Diversified Equity | 15530.4 | 13673.1 | 60361.2 | 47026.37 | 118698.0 | 97052.82 | 180205.2 | 145996.45 | 476436.0 | 249517.8 | ||
| Sundaram Tax Savings Fund | 16464.0 | 14247.01 | ||||||||||
| Tata India Tax Savings Fund | 16381.2 | 14192.6 | 63640.8 | 49552.31 | 137706.0 | 103703.34 | 231109.2 | 163651.66 | ||||
| Taurus Tax Shield | 16670.4 | 14423.29 | 64152.0 | 51059.59 | 129786.0 | 103334.46 | 223263.6 | 159623.02 | 526764.0 | 281452.08 | ||
| Union Long Term Equity Fund | 16730.4 | 14246.41 | 65512.8 | 49832.32 | 147768.0 | 106961.46 | 233133.6 | 169672.44 | 492360.0 | 284810.04 | ||
| UTI Long Term Equity Fund (Tax Saving) | 16084.8 | 13918.75 | 58165.2 | 46670.44 | 132330.0 | 98173.2 | 208126.8 | 153970.57 | 505368.0 | 267045.24 | ||
| PGIM India Elss Tax Saver Fund | 15163.2 | 13555.74 | 61434.0 | 46785.28 | 136950.0 | 101340.12 | 226942.8 | 160463.77 | ||||
| Quantum Tax Saving Fund | 16956.0 | 14538.22 | 61725.6 | 50510.7 | 121548.0 | 103784.7 | 196954.8 | 156177.84 | 458988.0 | 262131.0 | 1890882.0 | 589956.3 |
| Axis Long Term Equity Fund | 16304.4 | 14232.02 | 52610.4 | 45921.49 | 121344.0 | 90982.08 | 216241.2 | 144553.0 | 584556.0 | 261062.76 | ||
| 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 | -5.03 | 11.69 | 8.18 |
| Baroda Bnp Paribas Elss Fund |
|||||
| Bank Of India Tax Advantage Fund |
-15.72 | -16.59 | -5.83 | 14.16 | 10.24 |
| Canara Robeco Equity Tax Saver Fund |
-12.02 | -12.90 | -4.27 | 12.50 | 8.41 |
| Dsp Tax Saver Fund |
-14.43 | -11.23 | -5.61 | 12.83 | 8.93 |
| Edelweiss Long Term Equity Fund (Tax Savings) |
-13.48 | -11.83 | -4.49 | 12.53 | 8.79 |
| Navi Elss Tax Saver Fund |
-14.83 | -13.92 | -5.36 | 12.23 | 8.71 |
| Franklin India Taxshield |
-13.26 | -11.97 | -4.70 | 12.82 | 9.17 |
| Hdfc Taxsaver |
-11.74 | -6.28 | -3.05 | 11.87 | 8.35 |
| Hsbc Tax Saver Equity Fund |
-15.31 | -12.82 | -5.24 | 13.45 | 9.63 |
| Icici Prudential Long Term Equity Fund (Tax Saving) |
-13.13 | -11.58 | -4.68 | 12.25 | 8.57 |
| Idfc Tax Advantage (Elss) Fund |
-18.59 | -11.04 | -5.19 | 12.78 | 9.55 |
| Indiabulls Tax Savings Fund |
-13.13 | -11.56 | -5.19 | 12.77 | 8.76 |
| Invesco India Tax Plan |
-16.17 | -17.68 | -4.53 | 13.36 | 9.68 |
| Iti Long Term Equity Fund |
-11.90 | -17.82 | -9.27 | 12.80 | 8.12 |
| Jm Tax Gain Fund |
-13.70 | -14.82 | -5.03 | 13.37 | 9.34 |
| Kotak Tax Saver Fund |
-13.60 | -9.96 | -3.27 | 11.42 | 8.11 |
| Lic Mf Tax Plan |
-12.03 | -12.86 | -4.83 | 12.29 | 8.22 |
| Mahindra Manulife Elss Kar Bachat Yojana |
-13.59 | -11.38 | -4.15 | 12.86 | 8.94 |
| Mirae Asset Tax Saver Fund |
-12.90 | -11.24 | -4.41 | 12.18 | 8.50 |
| Motilal Oswal Long Term Equity Fund (Moflte) |
-13.82 | -15.77 | -6.06 | 13.73 | 9.32 |
| Parag Parikh Tax Saver Fund |
-11.40 | -7.38 | -2.58 | 10.06 | 7.11 |
| Quant Tax Plan |
-19.99 | -12.73 | -7.06 | 16.60 | 11.74 |
| Nippon India Tax Saver (Elss) Fund |
-13.88 | -10.23 | -4.86 | 13.03 | 9.05 |
| Sbi Long Term Equity Fund |
-12.35 | -10.25 | -4.42 | 13.34 | 9.66 |
| Shriram Long Term Equity Fund |
-13.44 | -12.36 | -4.35 | 12.76 | 8.65 |
| Sundaram Diversified Equity |
-11.38 | -9.16 | -3.52 | 12.16 | 8.20 |
| Sundaram Tax Savings Fund |
|||||
| Tata India Tax Savings Fund |
-13.28 | -10.19 | -4.82 | 12.79 | 8.79 |
| Taurus Tax Shield |
-15.63 | -9.55 | -3.55 | 11.43 | 8.26 |
| Union Long Term Equity Fund |
-12.60 | -11.42 | -4.43 | 11.96 | 8.43 |
| Uti Long Term Equity Fund (Tax Saving) |
-14.32 | -14.61 | -4.26 | 12.59 | 8.54 |
| Pgim India Elss Tax Saver Fund |
-13.90 | -10.36 | -4.28 | 11.67 | 8.19 |
| Quantum Tax Saving Fund |
-14.71 | -9.00 | -3.90 | 11.74 | 8.18 |
| Axis Long Term Equity Fund |
-20.17 | -22.81 | -8.05 | 15.57 | 10.26 |
| 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 |
0.17
|
0.10
|
0.41
|
0.39
|
-5.63
|
0.84 |
0.91
|
0.02
|
0.85
|
-8.4877
|
| Baroda Bnp Paribas Elss Fund |
|
|
|
|
|
|
|
|
|
|
| Bank Of India Tax Advantage Fund |
1.06
|
0.56
|
0.89
|
0.38
|
5.72
|
0.96 |
0.80
|
0.16
|
1.78
|
4.9079
|
| Canara Robeco Equity Tax Saver Fund |
0.66
|
0.36
|
0.72
|
0.40
|
0.48
|
0.92 |
0.92
|
0.09
|
1.37
|
-0.8006
|
| Dsp Tax Saver Fund |
0.85
|
0.46
|
0.91
|
0.38
|
1.94
|
0.92 |
0.90
|
0.12
|
1.57
|
0.5358
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
0.68
|
0.35
|
0.77
|
0.38
|
-0.33
|
0.91 |
0.91
|
0.09
|
1.40
|
-2.0376
|
| Navi Elss Tax Saver Fund |
0.49
|
0.25
|
0.58
|
0.39
|
-1.25
|
0.88 |
0.87
|
0.07
|
1.19
|
-3.2726
|
| Franklin India Taxshield |
1.00
|
0.52
|
0.97
|
0.38
|
3.73
|
0.93 |
0.92
|
0.14
|
1.72
|
2.4782
|
| Hdfc Taxsaver |
1.40
|
0.81
|
1.55
|
0.38
|
8.91
|
0.87 |
0.94
|
0.19
|
2.11
|
6.5525
|
| Hsbc Tax Saver Equity Fund |
0.73
|
0.37
|
0.79
|
0.39
|
0.68
|
0.96 |
0.90
|
0.10
|
1.46
|
-0.0351
|
| Icici Prudential Long Term Equity Fund (Tax Saving) |
0.78
|
0.41
|
0.82
|
0.38
|
1.04
|
0.89 |
0.92
|
0.11
|
1.50
|
-0.9829
|
| Idfc Tax Advantage (Elss) Fund |
1.04
|
0.51
|
1.03
|
0.37
|
6.02
|
0.86 |
0.81
|
0.15
|
1.77
|
3.6442
|
| Indiabulls Tax Savings Fund |
0.63
|
0.33
|
0.75
|
0.38
|
-1.51
|
0.94 |
0.95
|
0.09
|
1.34
|
-2.6463
|
| Invesco India Tax Plan |
0.58
|
0.29
|
0.57
|
0.37
|
-0.99
|
0.93 |
0.85
|
0.08
|
1.30
|
-2.3021
|
| Iti Long Term Equity Fund |
0.73
|
0.43
|
0.63
|
0.41
|
1.58
|
0.84 |
0.76
|
0.11
|
1.44
|
-1.2611
|
| Jm Tax Gain Fund |
0.86
|
0.46
|
0.80
|
0.40
|
2.27
|
0.94 |
0.86
|
0.12
|
1.59
|
1.1484
|
| Kotak Tax Saver Fund |
0.97
|
0.51
|
0.97
|
0.40
|
3.95
|
0.82 |
0.90
|
0.14
|
1.69
|
0.6927
|
| Lic Mf Tax Plan |
0.62
|
0.34
|
0.69
|
0.41
|
-0.12
|
0.84 |
0.82
|
0.09
|
1.34
|
-3.0250
|
| Mahindra Manulife Elss Kar Bachat Yojana |
0.77
|
0.41
|
0.85
|
0.39
|
1.67
|
0.92 |
0.91
|
0.11
|
1.50
|
0.2788
|
| Mirae Asset Tax Saver Fund |
0.70
|
0.37
|
0.79
|
0.36
|
0.80
|
0.89 |
0.94
|
0.10
|
1.43
|
-1.1734
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
1.03
|
0.58
|
0.88
|
0.41
|
5.11
|
0.93 |
0.81
|
0.15
|
1.75
|
3.8894
|
| Parag Parikh Tax Saver Fund |
1.29
|
0.72
|
1.24
|
0.38
|
8.99
|
0.65 |
0.74
|
0.20
|
2.01
|
2.7233
|
| Quant Tax Plan |
1.25
|
0.67
|
1.31
|
0.35
|
15.75
|
0.88 |
0.47
|
0.24
|
1.93
|
13.9160
|
| Nippon India Tax Saver (Elss) Fund |
0.90
|
0.49
|
1.00
|
0.38
|
3.37
|
0.97 |
0.94
|
0.12
|
1.61
|
2.9114
|
| Sbi Long Term Equity Fund |
1.32
|
0.71
|
1.31
|
0.39
|
8.62
|
0.95 |
0.89
|
0.19
|
2.03
|
7.6786
|
| Shriram Long Term Equity Fund |
0.61
|
0.33
|
0.71
|
0.39
|
-1.19
|
0.91 |
0.89
|
0.09
|
1.33
|
-2.8543
|
| Sundaram Diversified Equity |
0.68
|
0.38
|
0.86
|
0.38
|
0.36
|
0.88 |
0.94
|
0.09
|
1.41
|
-1.6502
|
| Sundaram Tax Savings Fund |
|
|
|
|
|
|
|
|
|
|
| Tata India Tax Savings Fund |
0.69
|
0.37
|
0.84
|
0.38
|
2.82
|
0.93 |
0.88
|
0.09
|
1.39
|
1.7964
|
| Taurus Tax Shield |
0.88
|
0.44
|
0.94
|
0.37
|
4.59
|
0.75 |
0.77
|
0.13
|
1.61
|
0.2373
|
| Union Long Term Equity Fund |
0.90
|
0.48
|
0.89
|
0.38
|
2.82
|
0.86 |
0.91
|
0.13
|
1.62
|
0.3188
|
| Uti Long Term Equity Fund (Tax Saving) |
0.48
|
0.26
|
0.57
|
0.41
|
-1.89
|
0.87 |
0.85
|
0.07
|
1.19
|
-4.0932
|
| Pgim India Elss Tax Saver Fund |
0.73
|
0.38
|
0.82
|
0.39
|
1.88
|
0.81 |
0.85
|
0.11
|
1.45
|
-1.4576
|
| Quantum Tax Saving Fund |
0.76
|
0.40
|
0.90
|
0.37
|
4.58
|
0.82 |
0.82
|
0.11
|
1.46
|
1.9454
|
| Axis Long Term Equity Fund |
0.23
|
0.14
|
0.35
|
0.42
|
-7.38
|
1.03 |
0.78
|
0.03
|
0.94
|
-6.7956
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
0.61%
|
2.47%
|
4.63%
|
5.95%
|
22.39%
|
34.14%
|
11.86%
|
10.64%
|
10.17%
|
14.42%
|
15.43%
|
| Baroda BNP Paribas Elss Fund |
1.03%
|
3.11%
|
6.53%
|
8.35%
|
30.56%
|
44.73%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
0.99%
|
3.26%
|
6.36%
|
11.71%
|
40.21%
|
55.36%
|
25.46%
|
25.73%
|
19.91%
|
19.15%
|
18.46%
|
| Canara Robeco Equity Tax Saver Fund |
0.80%
|
2.74%
|
3.73%
|
5.37%
|
23.57%
|
32.97%
|
18.34%
|
18.66%
|
16.38%
|
16.55%
|
18.02%
|
| DSP Tax Saver Fund |
1.01%
|
2.45%
|
5.62%
|
6.81%
|
27.56%
|
43.26%
|
21.74%
|
19.43%
|
15.86%
|
18.30%
|
18.76%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
1.00%
|
2.41%
|
3.86%
|
5.58%
|
24.79%
|
35.98%
|
18.81%
|
15.86%
|
12.39%
|
14.36%
|
14.95%
|
| Navi Elss Tax Saver Fund |
0.58%
|
2.06%
|
3.45%
|
2.08%
|
16.45%
|
29.41%
|
16.01%
|
12.63%
|
10.73%
|
%
|
%
|
| Franklin India Taxshield |
0.93%
|
3.12%
|
4.49%
|
6.99%
|
27.59%
|
46.13%
|
23.85%
|
17.95%
|
14.66%
|
16.63%
|
17.77%
|
| HDFC Taxsaver |
0.96%
|
2.95%
|
4.14%
|
8.03%
|
29.62%
|
46.16%
|
27.59%
|
17.82%
|
13.95%
|
15.27%
|
17.11%
|
| HSBC Tax Saver Equity Fund |
1.18%
|
3.81%
|
5.49%
|
7.58%
|
26.87%
|
43.08%
|
20.83%
|
16.55%
|
12.58%
|
15.02%
|
16.21%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
0.85%
|
2.61%
|
4.21%
|
7.71%
|
23.89%
|
38.30%
|
19.90%
|
16.46%
|
14.09%
|
15.55%
|
%
|
| IDFC Tax Advantage (Elss) Fund |
0.64%
|
2.01%
|
3.09%
|
5.83%
|
22.54%
|
39.07%
|
22.82%
|
19.94%
|
16.55%
|
18.16%
|
18.34%
|
| Indiabulls Tax Savings Fund |
0.66%
|
2.05%
|
3.19%
|
4.60%
|
27.39%
|
38.08%
|
18.04%
|
13.87%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
0.60%
|
1.93%
|
4.93%
|
5.72%
|
24.76%
|
42.37%
|
17.88%
|
16.65%
|
14.71%
|
16.78%
|
18.16%
|
| ITI Long Term Equity Fund |
1.07%
|
3.38%
|
6.21%
|
8.70%
|
36.23%
|
54.87%
|
19.61%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
1.25%
|
4.31%
|
8.28%
|
9.86%
|
31.80%
|
50.86%
|
23.59%
|
20.50%
|
16.65%
|
18.30%
|
16.07%
|
| Kotak Tax Saver Fund |
1.19%
|
2.87%
|
5.55%
|
11.68%
|
26.43%
|
39.77%
|
21.66%
|
19.09%
|
15.40%
|
18.02%
|
16.84%
|
| LIC Mf Tax Plan |
0.79%
|
2.36%
|
4.16%
|
6.46%
|
19.02%
|
31.59%
|
17.18%
|
14.59%
|
12.95%
|
14.34%
|
13.69%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
0.82%
|
2.35%
|
4.63%
|
5.10%
|
21.41%
|
34.08%
|
20.06%
|
17.27%
|
12.70%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
0.45%
|
1.78%
|
4.95%
|
5.80%
|
23.75%
|
36.40%
|
18.95%
|
19.14%
|
17.25%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
0.86%
|
4.20%
|
9.04%
|
14.03%
|
39.62%
|
61.12%
|
26.31%
|
21.08%
|
16.02%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
0.60%
|
2.48%
|
3.23%
|
5.42%
|
19.67%
|
32.59%
|
22.34%
|
%
|
%
|
%
|
%
|
| Quant Tax Plan |
0.57%
|
2.14%
|
7.88%
|
9.77%
|
42.23%
|
60.63%
|
30.93%
|
31.84%
|
24.09%
|
25.32%
|
18.81%
|
| Nippon India Tax Saver (Elss) Fund |
0.75%
|
2.80%
|
5.20%
|
7.54%
|
28.28%
|
44.29%
|
22.56%
|
15.12%
|
10.71%
|
14.70%
|
16.87%
|
| SBI Long Term Equity Fund |
0.69%
|
2.51%
|
5.00%
|
11.46%
|
37.31%
|
60.55%
|
28.63%
|
21.76%
|
16.98%
|
17.18%
|
17.26%
|
| Shriram Long Term Equity Fund |
0.87%
|
3.35%
|
5.01%
|
3.95%
|
28.78%
|
40.31%
|
18.20%
|
15.24%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
0.65%
|
2.13%
|
2.50%
|
4.75%
|
18.54%
|
28.68%
|
18.11%
|
14.04%
|
10.94%
|
14.24%
|
14.39%
|
| Sundaram Tax Savings Fund |
0.58%
|
2.43%
|
4.22%
|
8.51%
|
23.06%
|
36.45%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
1.04%
|
2.39%
|
5.24%
|
5.65%
|
22.42%
|
35.01%
|
19.49%
|
16.56%
|
14.07%
|
%
|
%
|
| Taurus Tax Shield |
1.26%
|
4.04%
|
3.68%
|
5.42%
|
26.17%
|
38.02%
|
20.41%
|
15.87%
|
14.22%
|
15.07%
|
15.51%
|
| Union Long Term Equity Fund |
0.74%
|
2.34%
|
3.78%
|
5.41%
|
22.74%
|
38.18%
|
21.10%
|
18.95%
|
14.93%
|
14.37%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
0.41%
|
2.57%
|
4.58%
|
4.52%
|
19.15%
|
32.68%
|
16.17%
|
16.00%
|
12.77%
|
14.37%
|
14.66%
|
| PGIM India Elss Tax Saver Fund |
0.16%
|
1.76%
|
3.55%
|
4.79%
|
17.26%
|
24.45%
|
17.83%
|
16.32%
|
13.54%
|
%
|
%
|
| Quantum Tax Saving Fund |
0.37%
|
1.69%
|
4.04%
|
6.90%
|
25.86%
|
39.97%
|
18.92%
|
14.50%
|
12.41%
|
%
|
%
|
| Axis Long Term Equity Fund |
-0.14%
|
1.25%
|
2.78%
|
9.64%
|
23.19%
|
34.85%
|
12.57%
|
14.19%
|
13.46%
|
16.02%
|
%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
0.60%
|
2.50%
|
4.69%
|
6.16%
|
22.85%
|
35.19%
|
12.77%
|
11.60%
|
11.20%
|
15.45%
|
%
|
| Baroda BNP Paribas Elss Fund |
1.04%
|
3.13%
|
6.63%
|
8.66%
|
31.33%
|
46.45%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
1.00%
|
3.28%
|
6.45%
|
11.99%
|
40.91%
|
56.94%
|
26.81%
|
27.10%
|
21.29%
|
20.64%
|
%
|
| Canara Robeco Equity Tax Saver Fund |
0.80%
|
2.75%
|
3.82%
|
5.65%
|
24.28%
|
34.52%
|
19.85%
|
20.07%
|
17.64%
|
17.62%
|
%
|
| DSP Tax Saver Fund |
1.01%
|
2.47%
|
5.70%
|
7.04%
|
28.15%
|
44.57%
|
22.89%
|
20.57%
|
17.01%
|
19.38%
|
%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
1.01%
|
2.45%
|
4.00%
|
6.00%
|
25.85%
|
38.26%
|
20.83%
|
17.84%
|
14.22%
|
15.87%
|
%
|
| Navi Elss Tax Saver Fund |
0.59%
|
2.09%
|
3.62%
|
2.54%
|
17.61%
|
31.91%
|
18.25%
|
14.72%
|
12.73%
|
%
|
%
|
| Franklin India Taxshield |
0.93%
|
3.13%
|
4.55%
|
7.17%
|
28.08%
|
47.35%
|
24.88%
|
18.99%
|
15.70%
|
17.69%
|
%
|
| HDFC Taxsaver |
0.96%
|
2.96%
|
4.19%
|
8.19%
|
30.00%
|
47.04%
|
28.37%
|
18.52%
|
14.66%
|
15.97%
|
%
|
| HSBC Tax Saver Equity Fund |
1.18%
|
3.82%
|
5.57%
|
7.80%
|
27.42%
|
44.47%
|
22.22%
|
17.95%
|
13.77%
|
16.12%
|
%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
0.85%
|
2.62%
|
4.26%
|
7.89%
|
24.30%
|
39.19%
|
20.71%
|
17.27%
|
15.00%
|
16.57%
|
%
|
| IDFC Tax Advantage (Elss) Fund |
0.64%
|
2.03%
|
3.18%
|
6.12%
|
23.25%
|
40.65%
|
24.25%
|
21.32%
|
17.92%
|
19.58%
|
%
|
| Indiabulls Tax Savings Fund |
0.64%
|
2.09%
|
3.33%
|
4.97%
|
28.34%
|
40.11%
|
19.99%
|
15.99%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
0.60%
|
1.94%
|
5.03%
|
6.03%
|
25.51%
|
44.06%
|
19.33%
|
18.08%
|
16.23%
|
18.45%
|
%
|
| ITI Long Term Equity Fund |
1.08%
|
3.41%
|
6.37%
|
9.17%
|
37.47%
|
57.69%
|
22.01%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
1.26%
|
4.33%
|
8.40%
|
10.23%
|
32.60%
|
52.52%
|
24.76%
|
21.55%
|
17.63%
|
19.58%
|
%
|
| Kotak Tax Saver Fund |
1.19%
|
2.89%
|
5.66%
|
12.01%
|
27.22%
|
41.52%
|
23.27%
|
20.63%
|
16.86%
|
19.51%
|
%
|
| LIC Mf Tax Plan |
0.80%
|
2.38%
|
4.27%
|
6.81%
|
19.73%
|
33.02%
|
18.52%
|
15.92%
|
14.28%
|
15.54%
|
%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
0.82%
|
2.37%
|
4.77%
|
5.50%
|
22.38%
|
36.23%
|
22.08%
|
19.25%
|
14.77%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
0.46%
|
1.80%
|
5.03%
|
6.04%
|
24.36%
|
37.77%
|
20.31%
|
20.71%
|
18.79%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
0.87%
|
4.22%
|
9.14%
|
14.36%
|
40.46%
|
63.07%
|
27.87%
|
22.63%
|
17.51%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
0.60%
|
2.50%
|
3.32%
|
5.69%
|
20.33%
|
34.03%
|
23.87%
|
%
|
%
|
%
|
%
|
| Quant Tax Plan |
0.58%
|
2.15%
|
7.97%
|
10.01%
|
42.93%
|
62.38%
|
32.98%
|
34.02%
|
25.70%
|
26.59%
|
%
|
| Nippon India Tax Saver (Elss) Fund |
0.75%
|
2.81%
|
5.26%
|
7.71%
|
28.71%
|
45.26%
|
23.43%
|
15.92%
|
11.56%
|
15.58%
|
%
|
| SBI Long Term Equity Fund |
0.70%
|
2.52%
|
5.06%
|
11.64%
|
37.78%
|
61.70%
|
29.46%
|
22.54%
|
17.76%
|
17.92%
|
%
|
| Shriram Long Term Equity Fund |
0.88%
|
3.38%
|
5.14%
|
4.34%
|
29.81%
|
42.64%
|
20.29%
|
17.35%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
0.65%
|
2.14%
|
2.55%
|
4.89%
|
18.88%
|
29.42%
|
18.80%
|
14.62%
|
11.52%
|
14.78%
|
%
|
| Sundaram Tax Savings Fund |
0.58%
|
2.44%
|
4.26%
|
8.64%
|
23.41%
|
37.20%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
1.04%
|
2.41%
|
5.33%
|
5.93%
|
23.11%
|
36.51%
|
20.91%
|
18.08%
|
15.56%
|
%
|
%
|
| Taurus Tax Shield |
1.26%
|
4.04%
|
3.74%
|
5.61%
|
26.59%
|
38.92%
|
21.24%
|
16.69%
|
14.99%
|
15.94%
|
%
|
| Union Long Term Equity Fund |
0.74%
|
2.36%
|
3.85%
|
5.63%
|
23.28%
|
39.42%
|
22.09%
|
19.75%
|
15.70%
|
15.16%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
0.41%
|
2.59%
|
4.68%
|
4.78%
|
19.77%
|
34.04%
|
17.34%
|
17.14%
|
13.84%
|
15.46%
|
%
|
| PGIM India Elss Tax Saver Fund |
0.17%
|
1.77%
|
3.67%
|
5.16%
|
18.16%
|
26.36%
|
19.50%
|
17.95%
|
15.26%
|
%
|
%
|
| Quantum Tax Saving Fund |
0.37%
|
1.72%
|
4.13%
|
7.18%
|
26.56%
|
41.30%
|
19.69%
|
15.16%
|
12.95%
|
14.36%
|
16.97%
|
| Axis Long Term Equity Fund |
-0.14%
|
1.26%
|
2.84%
|
9.83%
|
23.66%
|
35.87%
|
13.48%
|
15.13%
|
14.46%
|
17.16%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
33.39%
|
16.13%
|
14.43%
|
11.90%
|
11.78%
|
13.06%
|
| Baroda BNP Paribas Elss Fund |
47.17%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
62.45%
|
30.45%
|
29.23%
|
24.08%
|
20.56%
|
17.91%
|
| Canara Robeco Equity Tax Saver Fund |
33.07%
|
18.81%
|
20.96%
|
18.78%
|
16.79%
|
15.87%
|
| DSP Tax Saver Fund |
42.91%
|
23.65%
|
23.81%
|
19.96%
|
17.79%
|
17.21%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
35.61%
|
20.29%
|
20.00%
|
16.34%
|
14.29%
|
13.95%
|
| Navi Elss Tax Saver Fund |
24.42%
|
16.32%
|
16.63%
|
13.76%
|
%
|
%
|
| Franklin India Taxshield |
45.90%
|
25.92%
|
24.78%
|
19.61%
|
16.52%
|
16.07%
|
| HDFC Taxsaver |
47.39%
|
28.92%
|
26.11%
|
19.95%
|
16.47%
|
15.17%
|
| HSBC Tax Saver Equity Fund |
43.65%
|
22.62%
|
21.53%
|
17.18%
|
15.04%
|
14.72%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
37.84%
|
20.88%
|
21.33%
|
17.83%
|
15.49%
|
15.52%
|
| IDFC Tax Advantage (Elss) Fund |
35.56%
|
23.01%
|
25.70%
|
20.65%
|
18.20%
|
17.40%
|
| Indiabulls Tax Savings Fund |
40.09%
|
20.81%
|
18.57%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
39.41%
|
20.66%
|
20.16%
|
17.12%
|
15.62%
|
15.92%
|
| ITI Long Term Equity Fund |
58.19%
|
28.18%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
50.31%
|
27.05%
|
25.28%
|
20.93%
|
18.42%
|
16.62%
|
| Kotak Tax Saver Fund |
43.35%
|
24.34%
|
23.70%
|
19.86%
|
17.49%
|
16.01%
|
| LIC Mf Tax Plan |
28.46%
|
17.70%
|
17.75%
|
15.09%
|
13.70%
|
13.11%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
32.30%
|
20.13%
|
21.60%
|
17.40%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
35.95%
|
20.35%
|
22.09%
|
19.38%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
65.89%
|
32.78%
|
27.66%
|
21.59%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
32.79%
|
22.15%
|
%
|
%
|
%
|
%
|
| Quant Tax Plan |
67.80%
|
32.88%
|
36.95%
|
30.46%
|
26.14%
|
21.13%
|
| Nippon India Tax Saver (Elss) Fund |
45.17%
|
24.82%
|
23.51%
|
17.16%
|
13.93%
|
14.57%
|
| SBI Long Term Equity Fund |
62.78%
|
34.36%
|
29.73%
|
23.18%
|
18.72%
|
16.76%
|
| Shriram Long Term Equity Fund |
41.85%
|
21.25%
|
18.99%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
25.99%
|
17.46%
|
18.66%
|
14.93%
|
13.46%
|
13.11%
|
| Sundaram Tax Savings Fund |
35.55%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
33.88%
|
20.50%
|
20.57%
|
17.27%
|
%
|
%
|
| Taurus Tax Shield |
38.36%
|
23.24%
|
21.08%
|
17.24%
|
15.46%
|
14.11%
|
| Union Long Term Equity Fund |
35.07%
|
21.26%
|
22.38%
|
18.92%
|
15.70%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
29.43%
|
16.43%
|
18.59%
|
15.89%
|
14.21%
|
13.53%
|
| PGIM India Elss Tax Saver Fund |
22.94%
|
16.08%
|
19.40%
|
16.52%
|
%
|
%
|
| Quantum Tax Saving Fund |
39.77%
|
22.38%
|
21.31%
|
16.76%
|
%
|
%
|
| Axis Long Term Equity Fund |
35.02%
|
15.59%
|
15.74%
|
14.29%
|
13.85%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
34.41%
|
17.01%
|
15.36%
|
12.84%
|
12.77%
|
%
|
| Baroda BNP Paribas Elss Fund |
48.91%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
64.09%
|
31.78%
|
30.60%
|
25.37%
|
21.89%
|
%
|
| Canara Robeco Equity Tax Saver Fund |
34.61%
|
20.24%
|
22.45%
|
20.13%
|
17.98%
|
%
|
| DSP Tax Saver Fund |
44.23%
|
24.76%
|
24.97%
|
21.06%
|
18.88%
|
%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
37.91%
|
22.27%
|
22.02%
|
18.22%
|
15.98%
|
%
|
| Navi Elss Tax Saver Fund |
26.87%
|
18.51%
|
18.83%
|
15.82%
|
%
|
%
|
| Franklin India Taxshield |
47.07%
|
26.92%
|
25.81%
|
20.59%
|
17.50%
|
%
|
| HDFC Taxsaver |
48.28%
|
29.68%
|
26.85%
|
20.63%
|
17.13%
|
%
|
| HSBC Tax Saver Equity Fund |
44.96%
|
23.89%
|
22.90%
|
18.43%
|
16.19%
|
%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
38.74%
|
21.64%
|
22.13%
|
18.63%
|
16.37%
|
%
|
| IDFC Tax Advantage (Elss) Fund |
37.14%
|
24.41%
|
27.14%
|
21.99%
|
19.52%
|
%
|
| Indiabulls Tax Savings Fund |
42.07%
|
22.66%
|
20.74%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
41.10%
|
22.06%
|
21.61%
|
18.53%
|
17.12%
|
%
|
| ITI Long Term Equity Fund |
61.07%
|
30.49%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
52.06%
|
28.29%
|
26.41%
|
21.95%
|
19.53%
|
%
|
| Kotak Tax Saver Fund |
45.12%
|
25.89%
|
25.28%
|
21.33%
|
18.95%
|
%
|
| LIC Mf Tax Plan |
29.93%
|
18.97%
|
19.08%
|
16.37%
|
14.94%
|
%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
34.43%
|
22.08%
|
23.62%
|
19.33%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
37.29%
|
21.60%
|
23.56%
|
20.86%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
67.88%
|
34.31%
|
29.19%
|
23.01%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
34.25%
|
23.59%
|
%
|
%
|
%
|
%
|
| Quant Tax Plan |
69.53%
|
34.58%
|
39.14%
|
32.34%
|
27.60%
|
%
|
| Nippon India Tax Saver (Elss) Fund |
46.14%
|
25.65%
|
24.35%
|
17.93%
|
14.72%
|
%
|
| SBI Long Term Equity Fund |
63.92%
|
35.22%
|
30.54%
|
23.92%
|
19.42%
|
%
|
| Shriram Long Term Equity Fund |
44.16%
|
23.26%
|
21.05%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
26.72%
|
18.13%
|
19.30%
|
15.51%
|
14.01%
|
%
|
| Sundaram Tax Savings Fund |
36.29%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
35.38%
|
21.87%
|
22.03%
|
18.71%
|
%
|
%
|
| Taurus Tax Shield |
39.28%
|
24.04%
|
21.89%
|
18.01%
|
16.25%
|
%
|
| Union Long Term Equity Fund |
36.28%
|
22.28%
|
23.32%
|
19.72%
|
16.47%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
30.79%
|
17.59%
|
19.77%
|
17.00%
|
15.28%
|
%
|
| PGIM India Elss Tax Saver Fund |
24.78%
|
17.76%
|
21.08%
|
18.15%
|
%
|
%
|
| Quantum Tax Saving Fund |
41.23%
|
23.26%
|
22.07%
|
17.40%
|
14.93%
|
14.49%
|
| Axis Long Term Equity Fund |
36.04%
|
16.45%
|
16.66%
|
15.23%
|
14.85%
|
%
|