Fund Name | NAV Date | NAV | Rupee Change | Percent Change |
---|---|---|---|---|
Mirae Asset Tax Saver Fund Regular IDCW | 31/May/2023 | 20.172 |
-0.0160
|
-0.0793%
|
Mirae Asset Tax Saver Fund Direct IDCW | 31/May/2023 | 23.231 |
-0.0180
|
-0.0774%
|
Mirae Asset Tax Saver Fund-Regular Plan-Growth | 31/May/2023 | 32.441 |
-0.0250
|
-0.0770%
|
Mirae Asset Tax Saver Fund-Direct Plan -Growth | 31/May/2023 | 35.946 |
-0.0270
|
-0.0751%
|
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 Return % |
3.32
|
3.99
|
No
|
No
|
Yes
|
28/36 | 2.07 / 6.58 |
1M Rolling Return % |
0.63
|
0.91
|
No
|
No
|
Yes
|
30/37 | 0.00 / 1.58 |
3M Return % |
6.51
|
6.90
|
No
|
No
|
No
|
21/36 | 4.36 / 9.92 |
3M Rolling Return % |
1.91
|
1.70
|
Yes
|
No
|
No
|
17/37 | -2.68 / 4.47 |
6M Return % |
0.58
|
1.14
|
No
|
No
|
No
|
24/36 | -5.02 / 5.41 |
6M Rolling Return % |
0.66
|
0.77
|
No
|
No
|
No
|
20/37 | -3.46 / 4.28 |
1Y Return % |
10.75
|
13.18
|
No
|
No
|
Yes
|
29/36 | 6.30 / 20.05 |
1Y Rolling Return % |
9.87
|
10.48
|
No
|
No
|
No
|
23/35 | 1.15 / 18.13 |
3Y Return % |
26.78
|
24.50
|
Yes
|
No
|
No
|
10/34 | 13.01 / 41.15 |
3Y Rolling Return % |
20.60
|
16.48
|
Yes
|
Yes
|
No
|
5/32 | 8.53 / 34.93 |
5Y Return % |
14.62
|
11.25
|
Yes
|
Yes
|
No
|
3/31 | 5.45 / 21.73 |
Standard Deviation |
17.78
|
16.76
|
No
|
No
|
Yes
|
30/35 | 13.47 / 20.24 |
Semi Deviation |
10.78
|
10.48
|
No
|
No
|
No
|
24/35 | 8.72 / 13.64 |
Max Drawdown |
-11.24
|
-12.39
|
Yes
|
No
|
No
|
13/35 | -22.81 / -6.28 |
VaR 1 Y |
-13.60
|
-14.27
|
Yes
|
No
|
No
|
14/35 | -20.93 / -11.38 |
Average Drawdown |
-5.57
|
-4.72
|
No
|
No
|
Yes
|
29/35 | -8.04 / -2.74 |
Sharpe Ratio |
1.28
|
1.16
|
Yes
|
No
|
No
|
10/35 | 0.51 / 1.96 |
Sterling Ratio |
1.48
|
1.29
|
Yes
|
No
|
No
|
10/35 | 0.54 / 2.18 |
Sortino Ratio |
0.91
|
0.78
|
Yes
|
Yes
|
No
|
8/35 | 0.32 / 1.37 |
Jensen Alpha |
3.18
|
1.36
|
Yes
|
No
|
No
|
10/35 | -12.20 / 24.38 |
Treynor Ratio |
0.24
|
0.22
|
Yes
|
No
|
No
|
10/35 | 0.10 / 0.47 |
Modigliani Square measure |
32.10
|
30.05
|
Yes
|
Yes
|
No
|
9/35 | 16.59 / 45.18 |
Active Return |
0.02
|
-0.02
|
Yes
|
Yes
|
No
|
6/35 | -0.13 / 0.20 |
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 |
3 | The Hdfc Taxsaver is a ELSS. In the ELSS category there are 36 funds. The fund has 16 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 two 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 Hdfc Taxsaver performance snapshot section. | 17.26% | 27.26% | -6.28% | -12.91% | 1.43 | 1.05 | 0.44 |
Kotak Tax Saver Fund |
2 | The Kotak Tax Saver Fund is a ELSS. In the ELSS category there are 36 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% 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 one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Kotak Tax Saver Fund performance snapshot section. | 15.91% | 26.11% | -9.96% | -13.60% | 1.40 | 0.98 | 0.43 |
Pgim India Elss Tax Saver Fund |
6 | The Pgim India Elss Tax Saver Fund is a ELSS. In the ELSS category there are 36 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% 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 Pgim India Elss Tax Saver Fund performance snapshot section. | 14.67% | 27.42% | -10.36% | -13.90% | 1.40 | 1.02 | 0.44 |
Parag Parikh Tax Saver Fund |
1 | The Parag Parikh Tax Saver Fund is a ELSS. In the ELSS category there are 36 funds. The fund has 18 KPIs that are in top quartile. The fund has 86% 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 one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Parag Parikh Tax Saver Fund performance snapshot section. | 15.91% | 28.72% | -7.38% | -11.40% | 1.87 | 1.37 | 0.43 |
Quantum Tax Saving Fund |
7 | The Quantum Tax Saving Fund is a ELSS. In the ELSS category there are 36 funds. The fund has five KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has three 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 Quantum Tax Saving Fund performance snapshot section. | 11.94% | 23.89% | -9.00% | -14.71% | 1.22 | 0.89 | 0.44 |
Sbi Long Term Equity Fund |
4 | The Sbi Long Term Equity Fund is a ELSS. In the ELSS category there are 36 funds. The fund has 17 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 Sbi Long Term Equity Fund performance snapshot section. | 20.05% | 27.25% | -10.25% | -11.41% | 1.39 | 0.96 | 0.46 |
Sundaram Diversified Equity |
5 | The Sundaram Diversified Equity is a ELSS. In the ELSS category there are 36 funds. The fund has five KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Sundaram Diversified Equity performance snapshot section. | 13.05% | 25.24% | -9.16% | -11.38% | 1.24 | 0.89 | 0.39 |
KPIs | Fund | Cat. Avg | Better Than Cat. Avg | In 1st Quartile | In 4th Quartile | Rank (In Cat.) | Min / Max |
---|---|---|---|---|---|---|---|
1M Return % |
3.42
|
4.09
|
No
|
No
|
Yes
|
28/36 | 2.18 / 6.67 |
1M Rolling Return % |
0.72
|
1.01
|
No
|
No
|
Yes
|
32/37 | 0.00 / 1.66 |
3M Return % |
6.82
|
7.20
|
No
|
No
|
No
|
21/36 | 4.67 / 10.24 |
3M Rolling Return % |
2.21
|
1.99
|
Yes
|
No
|
No
|
18/37 | -2.48 / 4.62 |
6M Return % |
1.14
|
1.71
|
No
|
No
|
No
|
23/36 | -4.36 / 5.79 |
6M Rolling Return % |
1.23
|
1.34
|
No
|
No
|
No
|
19/37 | -3.08 / 4.65 |
1Y Return % |
12.01
|
14.46
|
No
|
No
|
Yes
|
29/36 | 7.14 / 21.24 |
1Y Rolling Return % |
11.29
|
11.76
|
No
|
No
|
No
|
24/35 | 1.73 / 20.51 |
3Y Return % |
28.43
|
25.96
|
Yes
|
Yes
|
No
|
7/34 | 13.98 / 43.75 |
3Y Rolling Return % |
22.44
|
17.78
|
Yes
|
Yes
|
No
|
4/32 | 9.24 / 37.39 |
5Y Return % |
16.23
|
12.48
|
Yes
|
Yes
|
No
|
3/31 | 6.42 / 23.64 |
Standard Deviation |
17.78
|
16.76
|
No
|
No
|
Yes
|
30/35 | 13.47 / 20.24 |
Semi Deviation |
10.78
|
10.48
|
No
|
No
|
No
|
24/35 | 8.72 / 13.64 |
Max Drawdown |
-11.24
|
-12.39
|
Yes
|
No
|
No
|
13/35 | -22.81 / -6.28 |
VaR 1 Y |
-13.60
|
-14.27
|
Yes
|
No
|
No
|
14/35 | -20.93 / -11.38 |
Average Drawdown |
-5.57
|
-4.72
|
No
|
No
|
Yes
|
29/35 | -8.04 / -2.74 |
Sharpe Ratio |
1.28
|
1.16
|
Yes
|
No
|
No
|
10/35 | 0.51 / 1.96 |
Sterling Ratio |
1.48
|
1.29
|
Yes
|
No
|
No
|
10/35 | 0.54 / 2.18 |
Sortino Ratio |
0.91
|
0.78
|
Yes
|
Yes
|
No
|
8/35 | 0.32 / 1.37 |
Jensen Alpha |
3.18
|
1.36
|
Yes
|
No
|
No
|
10/35 | -12.20 / 24.38 |
Treynor Ratio |
0.24
|
0.22
|
Yes
|
No
|
No
|
10/35 | 0.10 / 0.47 |
Modigliani Square measure |
32.10
|
30.05
|
Yes
|
Yes
|
No
|
9/35 | 16.59 / 45.18 |
Active Return |
0.02
|
-0.02
|
Yes
|
Yes
|
No
|
6/35 | -0.13 / 0.20 |
Parameters | Regular Plan | Direct Plan |
---|---|---|
1M Return % | 3.32% | 3.42% |
1M Rolling Return % | 0.63% | 0.72% |
3M Return % | 6.51% | 6.82% |
3M Rolling Return % | 1.91% | 2.21% |
6M Return % | 0.58% | 1.14% |
6M Rolling Return % | 0.66% | 1.23% |
1Y Return % | 10.75% | 12.01% |
1Y Rolling Return % | 9.87% | 11.29% |
3Y Return % | 26.78% | 28.43% |
3Y Rolling Return % | 20.60% | 22.44% |
5Y Return % | 14.62% | 16.23% |
Standard Deviation | 17.78% | 17.78% |
Semi Deviation | 10.78% | 10.78% |
Max Drawdown | -11.24% | -11.24% |
VaR 1 Y | -13.60% | -13.60% |
Average Drawdown | -5.57% | -5.57% |
Sharpe Ratio | 1.28% | 1.28% |
Sterling Ratio | 1.48% | 1.48% |
Sortino Ratio | 0.91% | 0.91% |
Jensen Alpha | 3.18% | 3.18% |
Treynor Ratio | 0.24% | 0.24% |
Modigliani Square measure | 32.10% | 32.10% |
Active Return | 0.02% | 0.02% |
Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.
Annulized ReturnsInvestment 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 | 5.36% | 18.41% | 11.70% | 0.00% |
One Year | -57.12% | 111.22% | 13.73% | 20.23% |
Three Year | -7.82% | 48.58% | 12.00% | 5.88% |
Five Year | -1.42% | 26.91% | 12.32% | 0.81% |
Seven Year | 4.67% | 21.86% | 11.67% | 0.00% |
Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.
Annulized ReturnsFund 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 | |
Lic Mf Tax Plan |
0.19
|
1 |
2.52
|
1 |
6.58
|
1 |
9.92
|
1 |
5.19
|
2 |
13.95
|
15 |
22.46
|
25 |
10.15
|
20 |
Icici Prudential Long Term Equity Fund (Tax Saving) |
0.18
|
2 |
1.96
|
8 |
4.70
|
9 |
6.92
|
16 |
0.29
|
26 |
11.51
|
26 |
24.24
|
19 |
11.93
|
12 |
Taurus Tax Shield |
0.18
|
3 |
1.26
|
34 |
3.87
|
22 |
5.89
|
31 |
5.41
|
1 |
16.84
|
4 |
21.94
|
26 |
10.36
|
18 |
Union Long Term Equity Fund |
0.16
|
4 |
1.87
|
11 |
4.72
|
8 |
6.42
|
24 |
0.93
|
20 |
13.67
|
16 |
25.92
|
15 |
13.42
|
5 |
Navi Elss Tax Saver Fund |
0.14
|
5 |
1.67
|
17 |
3.94
|
18 |
6.19
|
27 |
0.59
|
23 |
11.68
|
25 |
20.30
|
29 |
8.67
|
27 |
Pgim India Elss Tax Saver Fund |
0.08
|
6 |
2.21
|
4 |
4.06
|
15 |
7.34
|
11 |
2.45
|
8 |
14.67
|
12 |
27.42
|
4 |
13.06
|
7 |
Idfc Tax Advantage (Elss) Fund |
0.07
|
7 |
2.04
|
5 |
5.22
|
4 |
8.29
|
5 |
3.41
|
7 |
15.75
|
9 |
34.18
|
2 |
12.84
|
10 |
Invesco India Tax Plan |
0.05
|
8 |
1.81
|
12 |
4.89
|
7 |
7.84
|
9 |
1.13
|
18 |
9.59
|
32 |
20.51
|
27 |
10.30
|
19 |
Franklin India Taxshield |
0.03
|
9 |
1.73
|
14 |
3.50
|
26 |
7.00
|
15 |
-0.02
|
27 |
14.05
|
14 |
27.29
|
6 |
10.76
|
16 |
Hdfc Taxsaver |
0.03
|
10 |
1.43
|
29 |
3.02
|
31 |
6.50
|
22 |
1.25
|
17 |
17.26
|
3 |
27.26
|
7 |
10.68
|
17 |
Baroda Bnp Paribas Elss Fund |
0.02
|
11 |
1.99
|
7 |
4.10
|
13 |
7.08
|
13 |
1.46
|
15 |
11.30
|
27 |
|
|
||
Jm Tax Gain Fund |
0.01
|
12 |
2.26
|
2 |
6.16
|
2 |
8.29
|
4 |
4.04
|
5 |
15.37
|
10 |
26.77
|
11 |
13.00
|
8 |
Parag Parikh Tax Saver Fund |
0.00
|
13 |
1.29
|
33 |
3.07
|
30 |
6.54
|
20 |
3.93
|
6 |
15.91
|
8 |
28.72
|
3 |
|
|
Iti Long Term Equity Fund |
-0.01
|
14 |
1.62
|
22 |
3.97
|
17 |
7.18
|
12 |
1.90
|
12 |
16.20
|
6 |
19.81
|
30 |
|
|
Uti Long Term Equity Fund (Tax Saving) |
-0.01
|
15 |
2.03
|
6 |
4.89
|
6 |
6.35
|
26 |
-0.31
|
29 |
10.38
|
30 |
22.79
|
24 |
11.01
|
15 |
Bank Of India Tax Advantage Fund |
-0.06
|
16 |
1.56
|
24 |
2.19
|
35 |
8.16
|
7 |
1.45
|
16 |
16.31
|
5 |
27.37
|
5 |
12.93
|
9 |
Axis Long Term Equity Fund |
-0.07
|
17 |
2.24
|
3 |
4.93
|
5 |
9.78
|
2 |
2.00
|
11 |
9.40
|
33 |
16.79
|
33 |
9.44
|
23 |
Sundaram Tax Savings Fund |
-0.07
|
18 |
1.61
|
23 |
3.92
|
19 |
6.43
|
23 |
-0.02
|
28 |
12.13
|
23 |
|
|
||
Idbi Equity Advantage Fund |
-0.07
|
19 |
1.63
|
20 |
4.22
|
11 |
8.01
|
8 |
2.26
|
9 |
14.81
|
11 |
20.33
|
28 |
8.50
|
28 |
Mirae Asset Tax Saver Fund |
-0.08
|
20 |
1.63
|
19 |
3.32
|
28 |
6.51
|
21 |
0.58
|
24 |
10.75
|
29 |
26.78
|
10 |
14.62
|
3 |
Hsbc Tax Saver Equity Fund |
-0.08
|
21 |
1.70
|
16 |
4.27
|
10 |
7.01
|
14 |
-1.00
|
31 |
9.82
|
31 |
22.99
|
23 |
9.12
|
25 |
Tata India Tax Savings Fund |
-0.08
|
22 |
1.56
|
25 |
2.91
|
34 |
4.36
|
36 |
-1.86
|
34 |
12.16
|
21 |
23.75
|
21 |
11.30
|
14 |
Edelweiss Long Term Equity Fund (Tax Savings) |
-0.09
|
23 |
1.89
|
10 |
4.22
|
12 |
6.80
|
17 |
1.57
|
14 |
13.13
|
17 |
23.32
|
22 |
9.90
|
22 |
Canara Robeco Equity Tax Saver Fund |
-0.14
|
24 |
1.63
|
21 |
3.89
|
20 |
6.60
|
19 |
0.63
|
22 |
12.65
|
19 |
25.35
|
16 |
14.96
|
2 |
Kotak Tax Saver Fund |
-0.14
|
25 |
1.73
|
13 |
2.95
|
33 |
6.76
|
18 |
2.11
|
10 |
15.91
|
7 |
26.11
|
13 |
14.04
|
4 |
Sundaram Diversified Equity |
-0.16
|
26 |
1.40
|
30 |
3.63
|
24 |
6.36
|
25 |
0.74
|
21 |
13.05
|
18 |
25.24
|
17 |
9.02
|
26 |
Motilal Oswal Long Term Equity Fund (Moflte) |
-0.17
|
27 |
1.64
|
18 |
5.78
|
3 |
8.67
|
3 |
4.71
|
3 |
19.74
|
2 |
24.97
|
18 |
9.99
|
21 |
Mahindra Manulife Elss Kar Bachat Yojana |
-0.18
|
28 |
1.71
|
15 |
3.88
|
21 |
6.18
|
28 |
1.74
|
13 |
14.11
|
13 |
26.51
|
12 |
11.55
|
13 |
Dsp Tax Saver Fund |
-0.26
|
29 |
1.30
|
32 |
3.99
|
16 |
5.89
|
30 |
0.50
|
25 |
12.64
|
20 |
26.03
|
14 |
13.30
|
6 |
Nippon India Tax Saver (Elss) Fund |
-0.30
|
30 |
1.47
|
28 |
3.07
|
29 |
5.91
|
29 |
-0.80
|
30 |
12.16
|
22 |
27.01
|
9 |
7.28
|
30 |
Quant Tax Plan |
-0.32
|
31 |
1.93
|
9 |
2.07
|
36 |
7.83
|
10 |
-5.02
|
36 |
11.17
|
28 |
41.15
|
1 |
21.73
|
1 |
Aditya Birla Sun Life Tax Relief '96 |
-0.36
|
32 |
1.14
|
35 |
3.54
|
25 |
4.73
|
35 |
-2.50
|
35 |
6.30
|
36 |
13.01
|
34 |
5.45
|
31 |
Sbi Long Term Equity Fund |
-0.40
|
33 |
1.51
|
27 |
4.07
|
14 |
8.24
|
6 |
4.23
|
4 |
20.05
|
1 |
27.25
|
8 |
12.53
|
11 |
Indiabulls Tax Savings Fund |
-0.43
|
34 |
1.39
|
31 |
2.97
|
32 |
5.73
|
32 |
-1.21
|
32 |
8.80
|
35 |
18.61
|
31 |
7.54
|
29 |
Shriram Long Term Equity Fund |
-0.44
|
35 |
1.52
|
26 |
3.41
|
27 |
5.65
|
33 |
-1.58
|
33 |
9.15
|
34 |
16.96
|
32 |
|
|
Quantum Tax Saving Fund |
-0.49
|
36 |
1.10
|
36 |
3.71
|
23 |
4.90
|
34 |
1.00
|
19 |
11.94
|
24 |
23.89
|
20 |
9.39
|
24 |
Aditya Birla Sun Life Tax Plan |
|
|
|
|
|
|
|
|
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 | |
Lic Mf Tax Plan |
0.20
|
1 |
2.54
|
1 |
6.67
|
1 |
10.24
|
1 |
5.75
|
2 |
15.15
|
14 |
23.91
|
25 |
11.44
|
19 |
Taurus Tax Shield |
0.19
|
2 |
1.29
|
34 |
3.93
|
22 |
6.09
|
32 |
5.79
|
1 |
17.65
|
6 |
22.77
|
26 |
11.13
|
22 |
Icici Prudential Long Term Equity Fund (Tax Saving) |
0.18
|
3 |
1.97
|
8 |
4.76
|
9 |
7.04
|
18 |
0.57
|
26 |
12.23
|
28 |
25.11
|
21 |
12.75
|
14 |
Union Long Term Equity Fund |
0.15
|
4 |
1.89
|
11 |
4.79
|
8 |
6.63
|
25 |
1.32
|
20 |
14.64
|
17 |
26.80
|
16 |
14.10
|
9 |
Navi Elss Tax Saver Fund |
0.14
|
5 |
1.71
|
17 |
4.12
|
17 |
6.68
|
22 |
1.52
|
19 |
13.83
|
19 |
22.62
|
27 |
10.66
|
23 |
Idfc Tax Advantage (Elss) Fund |
0.07
|
6 |
2.06
|
5 |
5.32
|
4 |
8.60
|
4 |
4.01
|
7 |
17.12
|
9 |
35.72
|
2 |
14.17
|
8 |
Pgim India Elss Tax Saver Fund |
0.07
|
7 |
2.25
|
4 |
4.22
|
13 |
7.74
|
11 |
3.20
|
8 |
16.35
|
11 |
29.10
|
4 |
14.71
|
5 |
Invesco India Tax Plan |
0.05
|
8 |
1.83
|
12 |
4.99
|
6 |
8.15
|
10 |
1.71
|
17 |
10.90
|
33 |
22.01
|
29 |
11.72
|
18 |
Franklin India Taxshield |
0.04
|
9 |
1.74
|
15 |
3.59
|
26 |
7.25
|
16 |
0.42
|
27 |
15.02
|
16 |
28.38
|
8 |
11.76
|
17 |
Hdfc Taxsaver |
0.03
|
10 |
1.45
|
29 |
3.08
|
32 |
6.66
|
23 |
1.56
|
18 |
18.00
|
4 |
28.03
|
10 |
11.36
|
21 |
Baroda Bnp Paribas Elss Fund |
0.03
|
11 |
2.02
|
7 |
4.21
|
14 |
7.42
|
13 |
2.07
|
15 |
12.67
|
26 |
|
|
||
Jm Tax Gain Fund |
0.01
|
12 |
2.28
|
2 |
6.26
|
2 |
8.57
|
5 |
4.54
|
6 |
16.48
|
10 |
27.83
|
12 |
13.91
|
10 |
Parag Parikh Tax Saver Fund |
0.01
|
13 |
1.31
|
33 |
3.17
|
29 |
6.85
|
20 |
4.57
|
5 |
17.44
|
8 |
30.36
|
3 |
|
|
Iti Long Term Equity Fund |
-0.00
|
14 |
1.65
|
21 |
4.14
|
15 |
7.71
|
12 |
2.83
|
10 |
18.50
|
3 |
22.35
|
28 |
|
|
Uti Long Term Equity Fund (Tax Saving) |
-0.01
|
15 |
2.05
|
6 |
4.98
|
7 |
6.62
|
26 |
0.22
|
29 |
11.53
|
30 |
23.99
|
24 |
12.07
|
15 |
Bank Of India Tax Advantage Fund |
-0.04
|
16 |
1.59
|
24 |
2.29
|
35 |
8.47
|
6 |
2.06
|
16 |
17.70
|
5 |
28.78
|
5 |
14.20
|
7 |
Axis Long Term Equity Fund |
-0.06
|
17 |
2.26
|
3 |
5.00
|
5 |
9.99
|
2 |
2.40
|
14 |
10.28
|
35 |
17.76
|
33 |
10.39
|
24 |
Sundaram Tax Savings Fund |
-0.07
|
18 |
1.62
|
23 |
3.97
|
21 |
6.59
|
27 |
0.27
|
28 |
12.80
|
25 |
|
|
||
Mirae Asset Tax Saver Fund |
-0.08
|
19 |
1.65
|
20 |
3.42
|
28 |
6.82
|
21 |
1.14
|
23 |
12.01
|
29 |
28.43
|
7 |
16.23
|
3 |
Hsbc Tax Saver Equity Fund |
-0.08
|
20 |
1.73
|
16 |
4.38
|
11 |
7.34
|
14 |
-0.42
|
31 |
11.15
|
31 |
24.52
|
22 |
10.38
|
25 |
Tata India Tax Savings Fund |
-0.08
|
21 |
1.58
|
25 |
3.02
|
34 |
4.67
|
36 |
-1.27
|
34 |
13.52
|
22 |
25.32
|
20 |
12.80
|
13 |
Edelweiss Long Term Equity Fund (Tax Savings) |
-0.08
|
22 |
1.94
|
10 |
4.38
|
10 |
7.29
|
15 |
2.44
|
13 |
15.11
|
15 |
25.44
|
19 |
11.78
|
16 |
Idbi Equity Advantage Fund |
-0.09
|
23 |
1.65
|
22 |
4.33
|
12 |
8.34
|
8 |
2.85
|
9 |
16.20
|
12 |
21.77
|
30 |
9.91
|
26 |
Canara Robeco Equity Tax Saver Fund |
-0.13
|
24 |
1.66
|
19 |
4.01
|
20 |
6.94
|
19 |
1.27
|
21 |
14.14
|
18 |
26.94
|
15 |
16.25
|
2 |
Kotak Tax Saver Fund |
-0.14
|
25 |
1.76
|
13 |
3.07
|
33 |
7.11
|
17 |
2.78
|
11 |
17.46
|
7 |
27.80
|
13 |
15.49
|
4 |
Sundaram Diversified Equity |
-0.16
|
26 |
1.41
|
30 |
3.69
|
24 |
6.50
|
28 |
1.00
|
24 |
13.72
|
20 |
25.91
|
18 |
9.56
|
28 |
Motilal Oswal Long Term Equity Fund (Moflte) |
-0.17
|
27 |
1.67
|
18 |
5.89
|
3 |
9.01
|
3 |
5.34
|
3 |
21.24
|
1 |
26.57
|
17 |
11.41
|
20 |
Mahindra Manulife Elss Kar Bachat Yojana |
-0.17
|
28 |
1.75
|
14 |
4.03
|
19 |
6.64
|
24 |
2.60
|
12 |
16.09
|
13 |
28.65
|
6 |
13.52
|
11 |
Dsp Tax Saver Fund |
-0.26
|
29 |
1.31
|
32 |
4.08
|
18 |
6.15
|
30 |
0.98
|
25 |
13.71
|
21 |
27.23
|
14 |
14.39
|
6 |
Nippon India Tax Saver (Elss) Fund |
-0.30
|
30 |
1.48
|
28 |
3.14
|
30 |
6.09
|
33 |
-0.49
|
32 |
12.97
|
23 |
27.91
|
11 |
8.07
|
30 |
Quant Tax Plan |
-0.32
|
31 |
1.96
|
9 |
2.18
|
36 |
8.20
|
9 |
-4.36
|
36 |
12.84
|
24 |
43.75
|
1 |
23.64
|
1 |
Aditya Birla Sun Life Tax Relief '96 |
-0.35
|
32 |
1.15
|
35 |
3.61
|
25 |
4.94
|
35 |
-2.13
|
35 |
7.14
|
36 |
13.98
|
34 |
6.42
|
31 |
Indiabulls Tax Savings Fund |
-0.39
|
33 |
1.40
|
31 |
3.12
|
31 |
6.29
|
29 |
-0.33
|
30 |
10.71
|
34 |
21.33
|
31 |
9.47
|
29 |
Sbi Long Term Equity Fund |
-0.40
|
34 |
1.53
|
27 |
4.14
|
16 |
8.44
|
7 |
4.58
|
4 |
20.81
|
2 |
28.05
|
9 |
13.24
|
12 |
Shriram Long Term Equity Fund |
-0.44
|
35 |
1.55
|
26 |
3.57
|
27 |
6.15
|
31 |
-0.68
|
33 |
11.13
|
32 |
19.09
|
32 |
|
|
Quantum Tax Saving Fund |
-0.49
|
36 |
1.11
|
36 |
3.75
|
23 |
5.04
|
34 |
1.26
|
22 |
12.49
|
27 |
24.49
|
23 |
9.88
|
27 |
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 | |
Baroda Bnp Paribas Elss Fund |
0.82
|
23 |
1.22
|
29 |
0.39
|
24 |
|
|
||
Aditya Birla Sun Life Tax Plan (U/S 80c) |
0.00
|
37 |
-0.34
|
34 |
-2.51
|
36 |
1.15
|
35 |
8.53
|
32 |
Aditya Birla Sun Life Tax Relief 96 (U/S 80c) |
0.62
|
32 |
0.43
|
32 |
-2.07
|
35 |
1.72
|
34 |
9.27
|
31 |
Axis Long Term Equity Fund |
0.09
|
36 |
-2.68
|
37 |
-3.46
|
37 |
1.82
|
33 |
15.76
|
16 |
Franklin India Taxshield |
1.28
|
6 |
2.80
|
8 |
0.75
|
17 |
12.29
|
10 |
15.74
|
17 |
Shriram Long Term Equity Fund |
0.61
|
33 |
1.47
|
25 |
-0.61
|
31 |
7.39
|
31 |
|
|
Mirae Asset Tax Saver Fund |
0.63
|
30 |
1.91
|
17 |
0.66
|
20 |
9.87
|
23 |
20.60
|
5 |
Boi Axa Tax Advantage Fund |
1.19
|
8 |
1.88
|
18 |
1.33
|
12 |
11.72
|
14 |
24.01
|
2 |
Canara Robeco Equity Tax Saver Fund |
0.62
|
31 |
0.74
|
31 |
0.23
|
26 |
9.91
|
22 |
21.03
|
4 |
Dsp Tax Saver Fund |
0.83
|
21 |
2.02
|
16 |
1.02
|
16 |
11.75
|
13 |
19.06
|
7 |
Edelweiss Long Term Equity Fund (Tax Savings) |
1.07
|
14 |
1.16
|
30 |
0.66
|
19 |
9.45
|
26 |
15.15
|
20 |
Essel Long Term Advantage Fund |
1.02
|
16 |
1.71
|
22 |
0.58
|
21 |
8.30
|
28 |
12.17
|
28 |
Hdfc Taxsaver |
1.35
|
4 |
3.52
|
2 |
3.82
|
3 |
17.66
|
2 |
13.50
|
24 |
Hsbc Tax Saver Equity Fund |
0.81
|
24 |
1.35
|
28 |
-1.42
|
32 |
10.14
|
21 |
15.48
|
19 |
Icici Prudential Long Term Equity Fund (Tax Saving) |
0.84
|
20 |
1.87
|
19 |
-0.05
|
29 |
10.75
|
18 |
16.92
|
13 |
Idbi Equity Advantage Fund |
0.72
|
27 |
1.41
|
27 |
1.20
|
14 |
10.28
|
20 |
12.84
|
26 |
Idfc Tax Advantage (Elss) Fund |
0.98
|
18 |
2.47
|
10 |
1.98
|
8 |
14.31
|
4 |
21.21
|
3 |
Indiabulls Tax Savings Fund |
0.71
|
28 |
2.10
|
15 |
-0.30
|
30 |
8.00
|
29 |
11.45
|
30 |
Invesco India Tax Plan |
0.57
|
34 |
0.14
|
33 |
-1.55
|
34 |
7.70
|
30 |
15.53
|
18 |
Iti Long Term Equity Fund |
1.10
|
12 |
2.93
|
6 |
1.91
|
9 |
4.35
|
32 |
|
|
Jm Tax Gain Fund |
1.58
|
1 |
2.34
|
11 |
1.62
|
11 |
11.47
|
16 |
17.75
|
11 |
Kotak Tax Saver Fund |
1.09
|
13 |
3.02
|
4 |
2.00
|
6 |
12.82
|
9 |
18.75
|
9 |
Mahindra Mutual Fund Kar Bachat Yojana |
0.78
|
25 |
1.79
|
20 |
1.21
|
13 |
13.81
|
5 |
17.72
|
12 |
Motilal Oswal Long Term Equity Fund (Moflte) |
1.17
|
11 |
3.02
|
3 |
3.33
|
5 |
9.82
|
24 |
14.54
|
22 |
Nippon India Tax Saver (Elss) Fund |
0.87
|
19 |
2.21
|
12 |
0.49
|
22 |
12.27
|
11 |
12.34
|
27 |
Pgim India Long Term Equity Fund |
1.04
|
15 |
2.86
|
7 |
1.99
|
7 |
13.56
|
7 |
19.01
|
8 |
Parag Parikh Tax Saver Fund |
1.32
|
5 |
2.15
|
14 |
3.61
|
4 |
16.14
|
3 |
|
|
Quant Tax Plan |
1.53
|
3 |
2.50
|
9 |
0.17
|
27 |
18.13
|
1 |
34.93
|
1 |
Quantum Tax Saving Fund |
0.73
|
26 |
2.20
|
13 |
1.87
|
10 |
9.58
|
25 |
12.08
|
29 |
Sbi Long Term Equity Fund |
1.55
|
2 |
4.47
|
1 |
4.24
|
2 |
13.59
|
6 |
16.80
|
14 |
Sundaram Diversified Equity |
1.17
|
10 |
1.43
|
26 |
1.09
|
15 |
11.52
|
15 |
14.58
|
21 |
Tata India Tax Savings Fund |
1.24
|
7 |
1.73
|
21 |
0.43
|
23 |
12.07
|
12 |
16.45
|
15 |
Union Long Term Equity Fund |
0.83
|
22 |
1.62
|
23 |
0.71
|
18 |
13.28
|
8 |
19.72
|
6 |
Uti Long Term Equity Fund (Tax Saving) |
0.24
|
35 |
-0.59
|
36 |
-1.51
|
33 |
8.72
|
27 |
17.79
|
10 |
Taurus Tax Shield |
1.18
|
9 |
3.01
|
5 |
4.28
|
1 |
11.04
|
17 |
13.12
|
25 |
Lic Mf Tax Plan |
0.68
|
29 |
-0.36
|
35 |
0.26
|
25 |
10.34
|
19 |
13.62
|
23 |
Sundaram Tax Savings Fund |
1.01
|
17 |
1.49
|
24 |
0.12
|
28 |
|
|
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 Plan (U/S 80c) |
0.00
|
37 |
-0.25
|
35 |
-2.29
|
36 |
1.73
|
35 |
9.24
|
32 |
Aditya Birla Sun Life Tax Relief 96 (U/S 80c) |
0.67
|
33 |
0.64
|
32 |
-1.65
|
35 |
2.58
|
34 |
10.29
|
31 |
Axis Long Term Equity Fund |
0.16
|
36 |
-2.48
|
37 |
-3.08
|
37 |
2.69
|
33 |
16.75
|
20 |
Franklin India Taxshield |
1.36
|
6 |
3.01
|
8 |
1.17
|
20 |
13.22
|
11 |
16.81
|
19 |
Shriram Long Term Equity Fund |
0.76
|
30 |
1.95
|
23 |
0.28
|
30 |
9.33
|
30 |
|
|
Mirae Asset Tax Saver Fund |
0.72
|
32 |
2.21
|
18 |
1.23
|
19 |
11.29
|
24 |
22.44
|
4 |
Boi Axa Tax Advantage Fund |
1.29
|
8 |
2.20
|
20 |
1.94
|
13 |
13.07
|
13 |
25.37
|
2 |
Canara Robeco Equity Tax Saver Fund |
0.73
|
31 |
1.08
|
31 |
0.87
|
25 |
11.40
|
22 |
22.42
|
5 |
Dsp Tax Saver Fund |
0.91
|
22 |
2.27
|
16 |
1.49
|
17 |
12.81
|
14 |
20.21
|
9 |
Edelweiss Long Term Equity Fund (Tax Savings) |
1.21
|
13 |
1.59
|
29 |
1.54
|
15 |
11.33
|
23 |
17.15
|
16 |
Essel Long Term Advantage Fund |
1.19
|
16 |
2.20
|
19 |
1.51
|
16 |
10.37
|
26 |
14.23
|
25 |
Hdfc Taxsaver |
1.40
|
5 |
3.69
|
2 |
4.15
|
4 |
18.41
|
2 |
14.17
|
26 |
Hsbc Tax Saver Equity Fund |
0.91
|
23 |
1.65
|
26 |
-0.80
|
32 |
11.53
|
19 |
16.95
|
18 |
Icici Prudential Long Term Equity Fund (Tax Saving) |
0.91
|
24 |
1.98
|
22 |
0.26
|
31 |
11.47
|
21 |
17.74
|
14 |
Idbi Equity Advantage Fund |
0.83
|
27 |
1.72
|
25 |
1.79
|
14 |
11.62
|
18 |
14.23
|
24 |
Idfc Tax Advantage (Elss) Fund |
1.09
|
17 |
2.78
|
10 |
2.59
|
9 |
15.67
|
5 |
22.60
|
3 |
Indiabulls Tax Savings Fund |
0.86
|
26 |
2.54
|
12 |
0.56
|
28 |
9.95
|
28 |
13.81
|
28 |
Invesco India Tax Plan |
0.67
|
34 |
0.44
|
33 |
-0.90
|
33 |
9.07
|
31 |
17.00
|
17 |
Iti Long Term Equity Fund |
1.27
|
9 |
3.41
|
3 |
2.95
|
6 |
6.55
|
32 |
|
|
Jm Tax Gain Fund |
1.66
|
1 |
2.56
|
11 |
2.09
|
11 |
12.43
|
15 |
18.67
|
12 |
Kotak Tax Saver Fund |
1.20
|
14 |
3.37
|
4 |
2.68
|
8 |
14.35
|
7 |
20.30
|
8 |
Mahindra Mutual Fund Kar Bachat Yojana |
0.93
|
19 |
2.23
|
17 |
2.08
|
12 |
15.76
|
4 |
19.73
|
10 |
Motilal Oswal Long Term Equity Fund (Moflte) |
1.27
|
10 |
3.33
|
5 |
3.97
|
5 |
11.20
|
25 |
16.06
|
21 |
Nippon India Tax Saver (Elss) Fund |
0.92
|
21 |
2.38
|
14 |
0.86
|
26 |
13.09
|
12 |
13.14
|
29 |
Pgim India Long Term Equity Fund |
1.19
|
15 |
3.22
|
6 |
2.76
|
7 |
15.27
|
6 |
20.61
|
6 |
Parag Parikh Tax Saver Fund |
1.43
|
4 |
2.47
|
13 |
4.30
|
3 |
17.69
|
3 |
|
|
Quant Tax Plan |
1.64
|
2 |
2.96
|
9 |
1.08
|
22 |
20.51
|
1 |
37.39
|
1 |
Quantum Tax Saving Fund |
0.78
|
28 |
2.32
|
15 |
2.11
|
10 |
10.12
|
27 |
12.60
|
30 |
Sbi Long Term Equity Fund |
1.60
|
3 |
4.62
|
1 |
4.59
|
2 |
14.31
|
8 |
17.53
|
15 |
Sundaram Diversified Equity |
1.22
|
12 |
1.60
|
28 |
1.42
|
18 |
12.20
|
16 |
15.10
|
22 |
Tata India Tax Savings Fund |
1.33
|
7 |
2.04
|
21 |
1.06
|
23 |
13.48
|
10 |
18.05
|
13 |
Union Long Term Equity Fund |
0.90
|
25 |
1.86
|
24 |
1.17
|
21 |
14.10
|
9 |
20.40
|
7 |
Uti Long Term Equity Fund (Tax Saving) |
0.32
|
35 |
-0.33
|
36 |
-1.01
|
34 |
9.78
|
29 |
18.93
|
11 |
Taurus Tax Shield |
1.24
|
11 |
3.18
|
7 |
4.65
|
1 |
11.80
|
17 |
13.94
|
27 |
Lic Mf Tax Plan |
0.77
|
29 |
-0.10
|
34 |
0.80
|
27 |
11.53
|
20 |
14.99
|
23 |
Sundaram Tax Savings Fund |
1.06
|
18 |
1.65
|
27 |
0.42
|
29 |
|
|
||
Baroda Bnp Paribas Elss Fund |
0.93
|
20 |
1.53
|
30 |
1.01
|
24 |
|
|
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 |
-14.72
|
26 |
-14.00
|
28 |
-4.69
|
21 |
16.49
|
14 |
9.85
|
8 |
Aditya Birla Sun Life Tax Relief '96 |
-14.07
|
21 |
-13.67
|
26 |
-4.51
|
19 |
16.20
|
9 |
9.67
|
7 |
Axis Long Term Equity Fund |
-20.93
|
35 |
-22.81
|
35 |
-8.03
|
34 |
19.45
|
34 |
12.06
|
34 |
Franklin India Taxshield |
-14.03
|
20 |
-11.97
|
19 |
-5.03
|
27 |
17.80
|
31 |
11.14
|
29 |
Shriram Long Term Equity Fund |
-13.44
|
11 |
-12.36
|
20 |
-4.69
|
22 |
14.93
|
3 |
9.58
|
5 |
Mirae Asset Tax Saver Fund |
-13.60
|
14 |
-11.24
|
13 |
-5.57
|
29 |
17.78
|
30 |
10.78
|
24 |
Bank Of India Tax Advantage Fund |
-15.72
|
31 |
-16.59
|
32 |
-6.30
|
32 |
16.87
|
19 |
11.43
|
31 |
Canara Robeco Equity Tax Saver Fund |
-12.02
|
5 |
-12.90
|
25 |
-4.66
|
20 |
16.33
|
12 |
10.10
|
14 |
Dsp Tax Saver Fund |
-14.43
|
24 |
-11.23
|
12 |
-4.32
|
16 |
17.23
|
25 |
10.49
|
21 |
Edelweiss Long Term Equity Fund (Tax Savings) |
-13.48
|
12 |
-11.83
|
18 |
-3.96
|
8 |
16.55
|
15 |
10.49
|
22 |
Navi Elss Tax Saver Fund |
-14.83
|
27 |
-13.92
|
27 |
-5.00
|
26 |
15.88
|
8 |
10.09
|
13 |
Hdfc Taxsaver |
-12.91
|
7 |
-6.28
|
1 |
-2.74
|
1 |
16.57
|
16 |
10.17
|
15 |
Hsbc Tax Saver Equity Fund |
-15.31
|
29 |
-12.82
|
22 |
-4.78
|
23 |
17.38
|
28 |
11.25
|
30 |
Icici Prudential Long Term Equity Fund (Tax Saving) |
-13.13
|
8 |
-11.58
|
17 |
-4.13
|
13 |
17.63
|
29 |
10.68
|
23 |
Idbi Equity Advantage Fund |
-14.28
|
22 |
-12.83
|
23 |
-4.02
|
10 |
15.13
|
4 |
10.06
|
11 |
Idfc Tax Advantage (Elss) Fund |
-18.59
|
33 |
-11.04
|
11 |
-5.14
|
28 |
19.19
|
33 |
11.99
|
33 |
Indiabulls Tax Savings Fund |
-13.65
|
15 |
-11.56
|
16 |
-4.88
|
24 |
15.75
|
7 |
10.09
|
12 |
Invesco India Tax Plan |
-16.17
|
32 |
-17.68
|
33 |
-6.13
|
30 |
17.25
|
26 |
11.10
|
28 |
Iti Long Term Equity Fund |
-11.90
|
4 |
-17.82
|
34 |
-6.29
|
31 |
16.31
|
11 |
9.39
|
3 |
Jm Tax Gain Fund |
-13.70
|
16 |
-14.82
|
30 |
-4.39
|
17 |
17.06
|
21 |
10.91
|
27 |
Kotak Tax Saver Fund |
-13.60
|
13 |
-9.96
|
6 |
-3.60
|
5 |
15.47
|
6 |
9.55
|
4 |
Mahindra Manulife Elss Kar Bachat Yojana |
-13.36
|
10 |
-11.38
|
14 |
-4.30
|
15 |
17.12
|
23 |
10.82
|
26 |
Motilal Oswal Long Term Equity Fund (Moflte) |
-13.82
|
18 |
-15.77
|
31 |
-4.42
|
18 |
16.71
|
18 |
10.42
|
19 |
Nippon India Tax Saver (Elss) Fund |
-15.26
|
28 |
-10.23
|
8 |
-4.99
|
25 |
18.08
|
32 |
11.53
|
32 |
Pgim India Elss Tax Saver Fund |
-13.90
|
19 |
-10.36
|
10 |
-3.54
|
4 |
17.08
|
22 |
10.38
|
17 |
Parag Parikh Tax Saver Fund |
-11.40
|
2 |
-7.38
|
2 |
-2.83
|
2 |
13.47
|
1 |
8.72
|
1 |
Quant Tax Plan |
-19.99
|
34 |
-12.73
|
21 |
-8.04
|
35 |
20.24
|
35 |
13.64
|
35 |
Quantum Tax Saving Fund |
-14.71
|
25 |
-9.00
|
3 |
-4.19
|
14 |
16.42
|
13 |
9.62
|
6 |
Sbi Long Term Equity Fund |
-11.41
|
3 |
-10.25
|
9 |
-4.03
|
11 |
16.67
|
17 |
10.25
|
16 |
Sundaram Diversified Equity |
-11.38
|
1 |
-9.16
|
4 |
-3.72
|
6 |
16.27
|
10 |
9.95
|
10 |
Tata India Tax Savings Fund |
-13.80
|
17 |
-10.19
|
7 |
-3.85
|
7 |
17.27
|
27 |
10.79
|
25 |
Union Long Term Equity Fund |
-12.60
|
6 |
-11.42
|
15 |
-3.98
|
9 |
16.92
|
20 |
10.41
|
18 |
Uti Long Term Equity Fund (Tax Saving) |
-14.32
|
23 |
-14.61
|
29 |
-3.47
|
3 |
17.12
|
24 |
10.47
|
20 |
Taurus Tax Shield |
-15.63
|
30 |
-9.55
|
5 |
-4.11
|
12 |
14.68
|
2 |
9.18
|
2 |
Lic Mf Tax Plan |
-13.25
|
9 |
-12.86
|
24 |
-6.86
|
33 |
15.16
|
5 |
9.91
|
9 |
Sundaram Tax Savings Fund |
|
|
|
|
|
|||||
Baroda Bnp Paribas Elss Fund |
|
|
|
|
|
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 |
0.52
|
34 |
0.34
|
34 |
0.68
|
34 |
0.42
|
-7.88
|
33 | 0.82 | 30 |
0.85
|
33 |
0.10
|
34 |
18.14
|
34 |
-0.13
|
34 |
Aditya Birla Sun Life Tax Relief '96 |
0.55
|
33 |
0.36
|
33 |
0.71
|
33 |
0.42
|
-9.14
|
34 | 0.86 | 24 |
0.91
|
19 |
0.10
|
33 |
18.57
|
33 |
-0.13
|
35 |
Axis Long Term Equity Fund |
0.51
|
35 |
0.32
|
35 |
0.54
|
35 |
0.38
|
-12.20
|
35 | 1.00 | 1 |
0.86
|
32 |
0.10
|
35 |
16.59
|
35 |
-0.12
|
33 |
Franklin India Taxshield |
1.30
|
8 |
0.88
|
13 |
1.45
|
13 |
0.40
|
3.03
|
11 | 0.95 | 6 |
0.91
|
20 |
0.24
|
9 |
32.13
|
8 |
0.01
|
7 |
Shriram Long Term Equity Fund |
0.79
|
32 |
0.47
|
32 |
0.88
|
30 |
0.41
|
-4.94
|
31 | 0.81 | 31 |
0.94
|
13 |
0.15
|
32 |
23.61
|
32 |
-0.11
|
32 |
Mirae Asset Tax Saver Fund |
1.28
|
10 |
0.91
|
8 |
1.48
|
10 |
0.43
|
3.18
|
10 | 0.96 | 3 |
0.95
|
4 |
0.24
|
10 |
32.10
|
9 |
0.02
|
6 |
Bank Of India Tax Advantage Fund |
1.27
|
12 |
0.76
|
21 |
1.13
|
23 |
0.41
|
3.19
|
9 | 0.87 | 21 |
0.86
|
31 |
0.25
|
8 |
32.00
|
13 |
-0.01
|
15 |
Canara Robeco Equity Tax Saver Fund |
1.25
|
14 |
0.86
|
14 |
1.26
|
19 |
0.41
|
2.98
|
12 | 0.87 | 22 |
0.91
|
18 |
0.24
|
13 |
31.84
|
16 |
-0.01
|
16 |
Dsp Tax Saver Fund |
1.29
|
9 |
0.90
|
10 |
1.45
|
12 |
0.43
|
2.34
|
15 | 0.93 | 8 |
0.95
|
8 |
0.24
|
12 |
32.07
|
10 |
0.00
|
10 |
Edelweiss Long Term Equity Fund (Tax Savings) |
1.09
|
23 |
0.71
|
25 |
1.21
|
20 |
0.42
|
-0.86
|
25 | 0.90 | 17 |
0.95
|
9 |
0.20
|
23 |
28.69
|
23 |
-0.04
|
23 |
Navi Elss Tax Saver Fund |
1.02
|
25 |
0.64
|
26 |
1.02
|
26 |
0.42
|
-0.64
|
23 | 0.84 | 29 |
0.91
|
22 |
0.19
|
25 |
27.70
|
25 |
-0.05
|
26 |
Hdfc Taxsaver |
1.43
|
4 |
1.05
|
4 |
1.99
|
2 |
0.44
|
5.13
|
5 | 0.90 | 18 |
0.94
|
12 |
0.26
|
4 |
35.10
|
5 |
0.02
|
5 |
Hsbc Tax Saver Equity Fund |
1.01
|
26 |
0.63
|
27 |
1.14
|
22 |
0.39
|
-2.33
|
29 | 0.94 | 7 |
0.95
|
5 |
0.19
|
26 |
26.96
|
27 |
-0.04
|
25 |
Icici Prudential Long Term Equity Fund (Tax Saving) |
1.18
|
19 |
0.84
|
16 |
1.36
|
17 |
0.42
|
0.33
|
21 | 0.96 | 5 |
0.95
|
11 |
0.22
|
20 |
29.95
|
20 |
-0.01
|
17 |
Idbi Equity Advantage Fund |
0.88
|
30 |
0.51
|
31 |
0.94
|
29 |
0.37
|
-2.19
|
28 | 0.78 | 33 |
0.86
|
30 |
0.17
|
30 |
25.36
|
29 |
-0.09
|
30 |
Idfc Tax Advantage (Elss) Fund |
1.57
|
3 |
1.09
|
3 |
1.87
|
4 |
0.42
|
9.42
|
3 | 0.99 | 2 |
0.88
|
29 |
0.30
|
3 |
37.05
|
3 |
0.09
|
2 |
Indiabulls Tax Savings Fund |
0.85
|
31 |
0.52
|
30 |
1.00
|
28 |
0.41
|
-5.06
|
32 | 0.86 | 23 |
0.96
|
1 |
0.16
|
31 |
24.43
|
31 |
-0.09
|
31 |
Invesco India Tax Plan |
0.91
|
29 |
0.55
|
29 |
0.87
|
32 |
0.43
|
-3.75
|
30 | 0.92 | 11 |
0.93
|
16 |
0.17
|
29 |
25.08
|
30 |
-0.06
|
27 |
Iti Long Term Equity Fund |
0.97
|
28 |
0.72
|
24 |
0.87
|
31 |
0.43
|
-1.93
|
27 | 0.85 | 25 |
0.88
|
28 |
0.19
|
28 |
26.47
|
28 |
-0.06
|
28 |
Jm Tax Gain Fund |
1.20
|
18 |
0.78
|
17 |
1.17
|
21 |
0.39
|
1.19
|
20 | 0.90 | 16 |
0.90
|
23 |
0.23
|
18 |
30.52
|
18 |
-0.02
|
20 |
Kotak Tax Saver Fund |
1.40
|
6 |
0.98
|
6 |
1.52
|
7 |
0.43
|
4.70
|
6 | 0.84 | 28 |
0.95
|
7 |
0.26
|
6 |
35.13
|
4 |
-0.00
|
12 |
Mahindra Manulife Elss Kar Bachat Yojana |
1.26
|
13 |
0.85
|
15 |
1.41
|
14 |
0.41
|
2.92
|
13 | 0.92 | 9 |
0.95
|
6 |
0.23
|
14 |
31.93
|
14 |
0.01
|
9 |
Motilal Oswal Long Term Equity Fund (Moflte) |
1.11
|
22 |
0.74
|
22 |
1.05
|
25 |
0.40
|
0.32
|
22 | 0.88 | 20 |
0.89
|
26 |
0.21
|
22 |
29.01
|
22 |
-0.03
|
22 |
Nippon India Tax Saver (Elss) Fund |
1.18
|
20 |
0.76
|
20 |
1.48
|
11 |
0.40
|
1.29
|
19 | 0.96 | 4 |
0.91
|
21 |
0.22
|
19 |
29.77
|
21 |
0.00
|
11 |
Pgim India Elss Tax Saver Fund |
1.40
|
5 |
1.02
|
5 |
1.61
|
5 |
0.44
|
5.17
|
4 | 0.92 | 12 |
0.94
|
14 |
0.26
|
5 |
34.61
|
6 |
0.03
|
4 |
Parag Parikh Tax Saver Fund |
1.87
|
2 |
1.37
|
1 |
1.96
|
3 |
0.43
|
14.94
|
2 | 0.62 | 35 |
0.68
|
34 |
0.41
|
2 |
45.18
|
1 |
0.04
|
3 |
Quant Tax Plan |
1.96
|
1 |
1.23
|
2 |
2.18
|
1 |
0.40
|
24.38
|
1 | 0.85 | 26 |
0.58
|
35 |
0.47
|
1 |
44.57
|
2 |
0.20
|
1 |
Quantum Tax Saving Fund |
1.22
|
16 |
0.89
|
12 |
1.51
|
8 |
0.44
|
3.80
|
8 | 0.85 | 27 |
0.90
|
24 |
0.24
|
11 |
32.03
|
11 |
-0.01
|
13 |
Sbi Long Term Equity Fund |
1.39
|
7 |
0.96
|
7 |
1.57
|
6 |
0.46
|
4.01
|
7 | 0.90 | 15 |
0.95
|
11 |
0.26
|
7 |
34.29
|
7 |
0.01
|
8 |
Sundaram Diversified Equity |
1.24
|
15 |
0.89
|
11 |
1.50
|
9 |
0.39
|
2.14
|
16 | 0.88 | 19 |
0.96
|
3 |
0.23
|
17 |
31.82
|
17 |
-0.01
|
19 |
Tata India Tax Savings Fund |
1.14
|
21 |
0.77
|
19 |
1.39
|
16 |
0.41
|
1.64
|
18 | 0.90 | 14 |
0.93
|
15 |
0.22
|
21 |
30.00
|
19 |
-0.01
|
18 |
Union Long Term Equity Fund |
1.27
|
11 |
0.90
|
9 |
1.41
|
15 |
0.42
|
1.74
|
17 | 0.92 | 10 |
0.96
|
2 |
0.23
|
15 |
32.01
|
12 |
-0.01
|
14 |
Uti Long Term Equity Fund (Tax Saving) |
1.07
|
24 |
0.73
|
23 |
1.09
|
24 |
0.42
|
-0.78
|
24 | 0.91 | 13 |
0.93
|
17 |
0.20
|
24 |
28.15
|
24 |
-0.03
|
21 |
Taurus Tax Shield |
1.20
|
17 |
0.77
|
18 |
1.33
|
18 |
0.45
|
2.73
|
14 | 0.77 | 34 |
0.90
|
25 |
0.23
|
16 |
31.90
|
15 |
-0.04
|
24 |
Lic Mf Tax Plan |
0.98
|
27 |
0.59
|
28 |
1.01
|
27 |
0.37
|
-1.26
|
26 | 0.79 | 32 |
0.88
|
27 |
0.19
|
27 |
27.15
|
26 |
-0.07
|
29 |
Sundaram Tax Savings Fund |
|
|
|
|
|
|
|
|
|
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Baroda Bnp Paribas Elss Fund |
|
|
|
|
|
|
|
|
|
Plan Type | 1 Day | 1 Week | 1 Month | 3 Month | 6 Month | 1 Year | 3 Year | 5 Year |
---|---|---|---|---|---|---|---|---|
Regular Plan Value of 1000 Rupee | 999.23 | 1016.32 | 1033.19 | 1065.14 | 1005.77 | 1107.50 | 2037.88 | 1977.99 |
Direct Plan Value of 1000 Rupee | 999.25 | 1016.54 | 1034.24 | 1068.20 | 1011.40 | 1120.09 | 2118.33 | 2121.08 |
Fund Launch Date: 20/Nov/2015 |
Fund Category: ELSS (Tax Saving) Fund |
Investment Objective: The investment objective of the scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. The Scheme does not guarantee or assure any returns. |
Fund Description: ELSS - An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit |
Fund Benchmark: Nifty 200 (Total Return Index) |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
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