Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| KPIs* | Fund | Cat. Avg | Better Than Cat. Avg | In 1st Quartile | In 4th Quartile | Rank (In Cat.) | Min / Max |
|---|---|---|---|---|---|---|---|
| 1M Rolling Return % |
0.74
|
1.80
|
No
|
No
|
Yes
|
35/36 | 0.26 / 2.96 |
| 3M Rolling Return % |
3.96
|
4.38
|
No
|
No
|
No
|
22/36 | 1.88 / 6.47 |
| 6M Rolling Return % |
6.25
|
6.44
|
No
|
No
|
No
|
21/36 | 2.62 / 10.40 |
| 1Y Rolling Return % |
9.41
|
10.12
|
No
|
No
|
No
|
24/34 | 0.31 / 17.15 |
| 3Y Rolling Return % |
13.44
|
17.16
|
No
|
No
|
Yes
|
27/32 | 9.07 / 36.06 |
| Standard Deviation |
13.86
|
14.10
|
Yes
|
No
|
No
|
17/35 | 11.59 / 17.91 |
| Semi Deviation |
9.58
|
9.58
|
No
|
No
|
No
|
21/35 | 7.89 / 12.53 |
| Max Drawdown |
-12.83
|
-12.39
|
No
|
No
|
No
|
23/35 | -22.81 / -6.28 |
| VaR 1 Y |
-14.28
|
-14.20
|
No
|
No
|
No
|
23/35 | -20.93 / -11.38 |
| Average Drawdown |
-4.28
|
-5.22
|
Yes
|
No
|
No
|
10/35 | -9.54 / -2.80 |
| Sharpe Ratio |
0.89
|
1.16
|
No
|
No
|
Yes
|
30/35 | 0.22 / 1.76 |
| Sterling Ratio |
0.89
|
1.12
|
No
|
No
|
Yes
|
27/35 | 0.42 / 1.78 |
| Sortino Ratio |
0.48
|
0.68
|
No
|
No
|
Yes
|
30/35 | 0.13 / 1.11 |
| Jensen Alpha |
-2.29
|
1.81
|
No
|
No
|
Yes
|
30/34 | -10.63 / 19.69 |
| Treynor Ratio |
0.14
|
0.19
|
No
|
No
|
Yes
|
30/34 | 0.07 / 0.37 |
| Modigliani Square measure |
21.44
|
25.90
|
No
|
No
|
Yes
|
30/34 | 14.81 / 35.59 |
| Active Return |
-5.29
|
-0.75
|
No
|
No
|
Yes
|
29/34 | -12.14 / 16.02 |
All parametrs are in percentage
| Fund Name | 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. You can read more about the fund KPIs in the Hdfc Taxsaver performance snapshot section. | 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. You can read more about the fund KPIs in the Kotak Tax Saver Fund performance snapshot section. | 21.68% | 25.57% | -9.96% | -13.60% | 1.44 | 0.84 | 0.39 |
|
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. You can read more about the fund KPIs in the Pgim India Elss Tax Saver Fund performance snapshot section. | 17.94% | 25.95% | -10.36% | -13.90% | 1.39 | 0.83 | 0.40 |
|
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. You can read more about the fund KPIs in the Parag Parikh Tax Saver Fund performance snapshot section. | 21.09% | 24.32% | -7.38% | -11.40% | 1.71 | 1.11 | 0.43 |
|
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. You can read more about the fund KPIs in the Quantum Tax Saving Fund performance snapshot section. | 20.51% | 23.97% | -9.00% | -14.71% | 1.26 | 0.75 | 0.43 |
|
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. You can read more about the fund KPIs in the Sbi Long Term Equity Fund performance snapshot section. | 32.56% | 28.53% | -10.25% | -11.41% | 1.46 | 0.84 | 0.41 |
|
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. You can read more about the fund KPIs in the Sundaram Diversified Equity performance snapshot section. | 16.95% | 23.91% | -9.16% | -11.38% | 1.24 | 0.79 | 0.39 |
| KPIs | Fund | Cat. Avg | Better Than Cat. Avg | In 1st Quartile | In 4th Quartile | Rank (In Cat.) | Min / Max |
|---|---|---|---|---|---|---|---|
| 1M Rolling Return % |
0.86
|
1.90
|
No
|
No
|
Yes
|
35/36 | 0.33 / 3.02 |
| 3M Rolling Return % |
4.28
|
4.68
|
No
|
No
|
No
|
23/36 | 2.07 / 6.84 |
| 6M Rolling Return % |
6.86
|
7.03
|
No
|
No
|
No
|
19/36 | 3.01 / 10.78 |
| 1Y Rolling Return % |
10.74
|
11.41
|
No
|
No
|
No
|
24/34 | 1.15 / 17.89 |
| 3Y Rolling Return % |
14.85
|
18.46
|
No
|
No
|
Yes
|
25/32 | 9.74 / 38.51 |
| Standard Deviation |
13.86
|
14.10
|
Yes
|
No
|
No
|
17/35 | 11.59 / 17.91 |
| Semi Deviation |
9.58
|
9.58
|
No
|
No
|
No
|
21/35 | 7.89 / 12.53 |
| Max Drawdown |
-12.83
|
-12.39
|
No
|
No
|
No
|
23/35 | -22.81 / -6.28 |
| VaR 1 Y |
-14.28
|
-14.20
|
No
|
No
|
No
|
23/35 | -20.93 / -11.38 |
| Average Drawdown |
-4.28
|
-5.22
|
Yes
|
No
|
No
|
10/35 | -9.54 / -2.80 |
| Sharpe Ratio |
0.89
|
1.16
|
No
|
No
|
Yes
|
30/35 | 0.22 / 1.76 |
| Sterling Ratio |
0.89
|
1.12
|
No
|
No
|
Yes
|
27/35 | 0.42 / 1.78 |
| Sortino Ratio |
0.48
|
0.68
|
No
|
No
|
Yes
|
30/35 | 0.13 / 1.11 |
| Jensen Alpha |
-2.29
|
1.81
|
No
|
No
|
Yes
|
30/34 | -10.63 / 19.69 |
| Treynor Ratio |
0.14
|
0.19
|
No
|
No
|
Yes
|
30/34 | 0.07 / 0.37 |
| Modigliani Square measure |
21.44
|
25.90
|
No
|
No
|
Yes
|
30/34 | 14.81 / 35.59 |
| Active Return |
-5.29
|
-0.75
|
No
|
No
|
Yes
|
29/34 | -12.14 / 16.02 |
| Parameters | Regular Plan | Direct Plan |
|---|---|---|
| 1M Rolling Return % | 0.74% | 0.86% |
| 3M Rolling Return % | 3.96% | 4.28% |
| 6M Rolling Return % | 6.25% | 6.86% |
| 1Y Rolling Return % | 9.41% | 10.74% |
| 3Y Rolling Return % | 13.44% | 14.85% |
| Standard Deviation | 13.86% | 13.86% |
| Semi Deviation | 9.58% | 9.58% |
| Max Drawdown | -12.83% | -12.83% |
| VaR 1 Y | -14.28% | -14.28% |
| Average Drawdown | -4.28% | -4.28% |
| Sharpe Ratio | 0.89% | 0.89% |
| Sterling Ratio | 0.89% | 0.89% |
| Sortino Ratio | 0.48% | 0.48% |
| Jensen Alpha | -2.29% | -2.29% |
| Treynor Ratio | 0.14% | 0.14% |
| Modigliani Square measure | 21.44% | 21.44% |
| Active Return | -5.29% | -5.29% |
Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.
Annulized Returns| Investment Period | Mini. Possible Return in Investment Period |
Max. Possible Return in Investment Period |
Expected Return in Investment Period |
Loss Probability in Investment Period |
|---|---|---|---|---|
| 10 Year | 5.65% | 19.37% | 12.31% | 0.00% |
| One Year | -60.04% | 116.95% | 14.44% | 20.23% |
| Three Year | -8.21% | 51.09% | 12.63% | 5.85% |
| Five Year | -1.48% | 28.31% | 12.97% | 0.81% |
| Seven Year | 4.92% | 23.00% | 12.28% | 0.00% |
Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.
Annulized Returns| Fund Name | 1D Return | 1W Return | 1M Return | 3M Return | 6M Return | 1Y Return | 3Y Return | 5Y Return | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| 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 |
|
|
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
|
|
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Sundaram Tax Savings Fund |
0.38
|
15 |
-0.70
|
17 |
2.53
|
21 |
7.36
|
20 |
22.08
|
15 |
18.38
|
21 |
|
|
||
| Baroda Bnp Paribas Elss Fund |
0.37
|
16 |
-0.91
|
22 |
1.84
|
32 |
5.81
|
30 |
20.61
|
24 |
17.98
|
23 |
|
|
||
| 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 |
| 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 |
| 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 | |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
|
|
| 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 |
| 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 |
| 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 |
| Idbi Equity Advantage Fund |
|
|
|
|
|
|
|
|
||||||||
| Aditya Birla Sun Life Tax Plan |
|
|
|
|
|
|
|
|
||||||||
| 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 | Value | 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 |
15.13
|
33 |
-12.14
|
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 |
28.38
|
8 |
1.84
|
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 |
27.17
|
14 |
0.86
|
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 |
27.06
|
15 |
0.06
|
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 |
25.30
|
21 |
-2.08
|
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 |
22.42
|
27 |
-4.56
|
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 |
26.41
|
18 |
1.77
|
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 |
31.36
|
4 |
2.11
|
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 |
22.83
|
26 |
-2.42
|
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 |
24.80
|
23 |
-1.06
|
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 |
21.44
|
30 |
-5.29
|
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 |
31.82
|
3 |
8.10
|
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 |
20.84
|
31 |
-7.39
|
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 |
21.85
|
28 |
-4.02
|
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 |
21.66
|
29 |
-6.17
|
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 |
26.01
|
19 |
1.11
|
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 |
30.86
|
5 |
-0.06
|
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 |
24.48
|
24 |
-3.03
|
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 |
27.93
|
11 |
2.32
|
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 |
28.31
|
9 |
1.56
|
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 |
25.10
|
22 |
-0.74
|
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 |
35.59
|
1 |
2.19
|
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 |
33.26
|
2 |
16.02
|
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 |
26.57
|
17 |
2.85
|
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 |
30.45
|
6 |
1.75
|
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 |
19.77
|
32 |
-8.77
|
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 |
26.86
|
16 |
-0.06
|
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 |
25.54
|
20 |
0.42
|
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 |
27.93
|
12 |
-3.39
|
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 |
28.20
|
10 |
0.11
|
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 |
23.59
|
25 |
-2.15
|
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 |
29.21
|
7 |
1.87
|
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 |
27.70
|
13 |
0.35
|
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 |
14.81
|
34 |
-7.63
|
32 |
| Plan Type | 1 Day | 1 Week | 1 Month | 3 Month | 6 Month | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|---|---|
| Regular Plan Value of 1000 Rupee | ||||||||
| Direct Plan Value of 1000 Rupee |
| Fund Launch Date: 20/Aug/2013 |
| Fund Category: ELSS (Tax Saving) Fund |
| Investment Objective: The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income-tax deduction (under section 80C of the Income-tax Act, 1961) on their investments. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to be eligible for income-tax benefits under Section 80C. There can be no assurance that the investment objective under the scheme will be realized. |
| Fund Description: An open-ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit |
| Fund Benchmark: S&P BSE 200 - Total Return Index (Total Return Index) |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
Small 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.