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 |
|---|
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 |
|---|---|---|---|---|---|---|---|---|---|
|
Bank Of India Tax Advantage Fund |
7 | The Bank Of India Tax Advantage Fund is a ELSS. In the ELSS category there are 37 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Bank Of India Tax Advantage Fund performance snapshot section. | -0.78% | 29.06% | -21.77% | -17.16% | 0.64 | 0.30 | 0.48 |
|
Canara Robeco Equity Tax Saver Fund |
4 | The Canara Robeco Equity Tax Saver Fund is a ELSS. In the ELSS category there are 37 funds. The fund has 14 KPIs that are in top quartile. The fund has 61% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has 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 Canara Robeco Equity Tax Saver Fund performance snapshot section. | -0.80% | 28.51% | -22.07% | -14.32% | 0.56 | 0.26 | 0.49 |
|
Kotak Tax Saver Fund |
5 | The Kotak Tax Saver Fund is a ELSS. In the ELSS category there are 37 funds. The fund has nine KPIs that are in top quartile. The fund has 39% 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. | 2.96% | 29.41% | -28.70% | -16.41% | 0.44 | 0.21 | 0.50 |
|
Mahindra Manulife Elss Kar Bachat Yojana |
3 | The Mahindra Manulife Elss Kar Bachat Yojana is a ELSS. In the ELSS category there are 37 funds. The fund has nine KPIs that are in top quartile. The fund has 39% 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 Mahindra Manulife Elss Kar Bachat Yojana performance snapshot section. | -0.19% | 29.07% | -25.98% | -15.65% | 0.48 | 0.23 | 0.48 |
|
Pgim India Elss Tax Saver Fund |
6 | The Pgim India Elss Tax Saver Fund is a ELSS. In the ELSS category there are 37 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 one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Pgim India Elss Tax Saver Fund performance snapshot section. | 0.55% | 32.15% | -27.85% | -20.09% | 0.53 | 0.26 | 0.50 |
|
Parag Parikh Tax Saver Fund |
1 | The Parag Parikh Tax Saver Fund is a ELSS. In the ELSS category there are 37 funds. The fund has 20 KPIs that are in top quartile. The fund has 95% 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 Parag Parikh Tax Saver Fund performance snapshot section. | 6.54% | 32.36% | -23.28% | -13.67% | 0.79 | 0.34 | 0.49 |
|
Union Long Term Equity Fund |
2 | The Union Long Term Equity Fund is a ELSS. In the ELSS category there are 37 funds. The fund has 13 KPIs that are in top quartile. The fund has 57% 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 Union Long Term Equity Fund performance snapshot section. | 0.64% | 29.61% | -25.74% | -13.84% | 0.52 | 0.25 | 0.50 |
| KPIs | Fund | Cat. Avg | Better Than Cat. Avg | In 1st Quartile | In 4th Quartile | Rank (In Cat.) | Min / Max |
|---|
| Parameters | Regular Plan | Direct Plan |
|---|---|---|
| % | % | |
| % | % | |
| % | % | |
| % | % | |
| % | % | |
| % | % | |
| % | % |
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 | |
| Indiabulls Tax Savings Fund |
1.02
|
1 |
-0.23
|
31 |
-4.61
|
25 |
-6.42
|
29 |
-5.73
|
23 |
-0.93
|
23 |
20.96
|
29 |
5.82
|
29 |
| Nippon India Tax Saver (Elss) Fund |
0.91
|
2 |
0.00
|
23 |
-4.08
|
15 |
-6.27
|
28 |
-5.55
|
20 |
0.79
|
13 |
27.83
|
17 |
5.42
|
30 |
| Mirae Asset Tax Saver Fund |
0.89
|
3 |
0.37
|
6 |
-3.93
|
13 |
-5.21
|
16 |
-4.72
|
14 |
-1.24
|
26 |
30.44
|
7 |
13.72
|
3 |
| Tata India Tax Savings Fund |
0.89
|
4 |
-0.29
|
34 |
-5.09
|
31 |
-6.70
|
30 |
-5.62
|
21 |
0.06
|
17 |
26.92
|
19 |
10.55
|
13 |
| Idbi Equity Advantage Fund |
0.86
|
5 |
0.75
|
2 |
-4.05
|
14 |
-4.46
|
10 |
-5.01
|
18 |
-0.32
|
20 |
19.91
|
31 |
8.06
|
27 |
| Iti Long Term Equity Fund |
0.84
|
6 |
0.34
|
7 |
-3.62
|
9 |
-4.53
|
11 |
-3.37
|
8 |
3.10
|
7 |
22.62
|
27 |
|
|
| Hsbc Tax Saver Equity Fund |
0.78
|
7 |
0.77
|
1 |
-5.05
|
30 |
-6.71
|
31 |
-7.32
|
30 |
-4.04
|
32 |
24.75
|
25 |
7.81
|
28 |
| Bank Of India Tax Advantage Fund |
0.77
|
8 |
-0.14
|
29 |
-4.20
|
16 |
-6.01
|
25 |
-6.09
|
25 |
-0.78
|
21 |
29.06
|
13 |
12.05
|
7 |
| Sundaram Diversified Equity |
0.75
|
9 |
-0.00
|
26 |
-5.21
|
33 |
-5.67
|
22 |
-6.80
|
27 |
1.19
|
11 |
26.97
|
18 |
8.17
|
26 |
| Aditya Birla Sun Life Tax Relief '96 |
0.74
|
10 |
0.11
|
16 |
-5.00
|
29 |
-8.19
|
34 |
-8.77
|
35 |
-4.04
|
31 |
16.37
|
34 |
4.70
|
31 |
| Sundaram Tax Savings Fund |
0.73
|
11 |
0.01
|
22 |
-5.27
|
34 |
-6.22
|
26 |
-7.28
|
29 |
-0.11
|
18 |
|
|
||
| Invesco India Tax Plan |
0.72
|
12 |
0.00
|
25 |
-4.43
|
20 |
-5.85
|
24 |
-7.03
|
28 |
-7.22
|
36 |
22.98
|
26 |
9.51
|
18 |
| Mahindra Manulife Elss Kar Bachat Yojana |
0.70
|
13 |
0.02
|
20 |
-4.67
|
26 |
-4.55
|
13 |
-4.05
|
12 |
-0.19
|
19 |
29.07
|
12 |
10.08
|
15 |
| Kotak Tax Saver Fund |
0.70
|
14 |
0.17
|
12 |
-3.23
|
5 |
-4.39
|
9 |
-3.43
|
9 |
2.96
|
8 |
29.41
|
10 |
13.02
|
4 |
| Union Long Term Equity Fund |
0.69
|
15 |
0.20
|
11 |
-4.36
|
18 |
-5.84
|
23 |
-5.67
|
22 |
0.64
|
14 |
29.61
|
9 |
12.19
|
6 |
| Shriram Long Term Equity Fund |
0.66
|
16 |
-0.07
|
27 |
-5.11
|
32 |
-6.91
|
33 |
-7.50
|
31 |
-1.61
|
28 |
19.39
|
32 |
|
|
| Canara Robeco Equity Tax Saver Fund |
0.66
|
17 |
0.00
|
25 |
-4.49
|
23 |
-5.51
|
18 |
-6.45
|
26 |
-0.80
|
22 |
28.51
|
14 |
14.34
|
2 |
| Baroda Bnp Paribas Elss Fund |
0.66
|
18 |
0.05
|
18 |
-4.79
|
27 |
-5.63
|
21 |
-5.75
|
24 |
-4.14
|
33 |
|
|
||
| Icici Prudential Long Term Equity Fund (Tax Saving) |
0.64
|
19 |
0.13
|
13 |
-4.48
|
22 |
-6.23
|
27 |
-5.14
|
19 |
-1.80
|
29 |
28.18
|
15 |
10.69
|
12 |
| Edelweiss Long Term Equity Fund (Tax Savings) |
0.64
|
20 |
0.22
|
9 |
-4.47
|
21 |
-4.26
|
7 |
-4.97
|
16 |
-1.49
|
27 |
25.51
|
21 |
8.46
|
23 |
| Aditya Birla Sun Life Tax Plan |
0.63
|
21 |
0.04
|
19 |
-5.37
|
35 |
-8.29
|
35 |
-8.51
|
33 |
-4.90
|
35 |
15.86
|
35 |
4.05
|
32 |
| Uti Long Term Equity Fund (Tax Saving) |
0.63
|
22 |
0.13
|
15 |
-4.88
|
28 |
-6.79
|
32 |
-8.65
|
34 |
-4.35
|
34 |
25.15
|
23 |
9.97
|
16 |
| Idfc Tax Advantage (Elss) Fund |
0.63
|
23 |
0.20
|
10 |
-3.84
|
11 |
-3.78
|
4 |
-3.33
|
7 |
0.96
|
12 |
36.83
|
2 |
11.67
|
10 |
| Motilal Oswal Long Term Equity Fund (Moflte) |
0.63
|
24 |
0.71
|
3 |
-3.27
|
7 |
-3.81
|
5 |
-2.80
|
6 |
6.88
|
3 |
24.76
|
24 |
8.67
|
21 |
| Lic Mf Tax Plan |
0.59
|
25 |
0.54
|
4 |
-4.61
|
24 |
-4.38
|
8 |
-7.72
|
32 |
-3.43
|
30 |
20.82
|
30 |
8.74
|
20 |
| Navi Elss Tax Saver Fund |
0.53
|
26 |
-0.25
|
32 |
-4.32
|
17 |
-4.90
|
15 |
-4.86
|
15 |
-1.20
|
25 |
22.39
|
28 |
8.37
|
24 |
| Jm Tax Gain Fund |
0.51
|
27 |
-0.26
|
33 |
-3.89
|
12 |
-4.55
|
12 |
-4.16
|
13 |
-1.00
|
24 |
26.82
|
20 |
12.00
|
9 |
| Pgim India Elss Tax Saver Fund |
0.51
|
28 |
0.08
|
17 |
-3.61
|
8 |
-4.62
|
14 |
-2.22
|
5 |
0.55
|
15 |
32.15
|
5 |
12.04
|
8 |
| Franklin India Taxshield |
0.50
|
29 |
0.52
|
5 |
-3.23
|
6 |
-5.60
|
20 |
-3.55
|
10 |
3.23
|
6 |
29.83
|
8 |
10.39
|
14 |
| Quant Tax Plan |
0.47
|
30 |
-0.43
|
36 |
-2.75
|
2 |
-9.81
|
37 |
-12.23
|
36 |
2.43
|
9 |
51.00
|
1 |
20.44
|
1 |
| Hdfc Taxsaver |
0.41
|
31 |
0.30
|
8 |
-3.62
|
10 |
-3.84
|
6 |
-1.58
|
4 |
9.16
|
1 |
32.27
|
4 |
9.49
|
19 |
| Quantum Tax Saving Fund |
0.36
|
32 |
-0.58
|
37 |
-5.61
|
36 |
-5.53
|
19 |
-4.04
|
11 |
2.30
|
10 |
28.07
|
16 |
8.33
|
25 |
| Dsp Tax Saver Fund |
0.35
|
33 |
-0.20
|
30 |
-4.42
|
19 |
-5.38
|
17 |
-4.98
|
17 |
0.15
|
16 |
29.33
|
11 |
12.28
|
5 |
| Sbi Long Term Equity Fund |
0.35
|
34 |
0.13
|
14 |
-3.00
|
4 |
-3.52
|
3 |
-1.18
|
2 |
7.22
|
2 |
30.93
|
6 |
10.98
|
11 |
| Parag Parikh Tax Saver Fund |
0.27
|
35 |
-0.35
|
35 |
-2.84
|
3 |
-1.95
|
2 |
-1.47
|
3 |
6.54
|
4 |
32.36
|
3 |
|
|
| Axis Long Term Equity Fund |
0.27
|
36 |
0.02
|
21 |
-5.84
|
37 |
-9.07
|
36 |
-13.02
|
37 |
-12.29
|
37 |
16.48
|
33 |
8.53
|
22 |
| Taurus Tax Shield |
0.13
|
37 |
-0.09
|
28 |
-1.93
|
1 |
-1.05
|
1 |
1.50
|
1 |
5.97
|
5 |
25.41
|
22 |
9.72
|
17 |
| 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) |
-0.80
|
37 |
-0.56
|
29 |
-3.06
|
34 |
3.35
|
35 |
8.26
|
32 |
| Aditya Birla Sun Life Tax Relief 96 (U/S 80c) |
-0.73
|
36 |
-0.56
|
30 |
-2.49
|
33 |
3.62
|
34 |
9.02
|
31 |
| Axis Long Term Equity Fund |
-0.45
|
34 |
-4.53
|
37 |
-6.80
|
36 |
10.87
|
32 |
15.44
|
16 |
| Franklin India Taxshield |
-0.13
|
23 |
0.10
|
19 |
0.51
|
15 |
19.90
|
14 |
14.95
|
18 |
| Shriram Long Term Equity Fund |
-0.33
|
30 |
-0.39
|
27 |
-0.73
|
26 |
13.20
|
29 |
|
|
| Mirae Asset Tax Saver Fund |
-0.11
|
21 |
0.25
|
17 |
-1.19
|
29 |
19.01
|
16 |
20.31
|
5 |
| Boi Axa Tax Advantage Fund |
-0.02
|
19 |
-1.25
|
33 |
-0.21
|
20 |
21.81
|
8 |
23.69
|
2 |
| Canara Robeco Equity Tax Saver Fund |
-0.24
|
28 |
-0.76
|
32 |
-0.35
|
23 |
18.58
|
18 |
20.71
|
3 |
| Dsp Tax Saver Fund |
-0.04
|
20 |
0.94
|
13 |
-0.17
|
19 |
21.37
|
10 |
18.71
|
8 |
| Edelweiss Long Term Equity Fund (Tax Savings) |
0.12
|
13 |
-0.44
|
28 |
-0.24
|
21 |
16.92
|
25 |
14.91
|
19 |
| Essel Long Term Advantage Fund |
-0.02
|
18 |
-0.69
|
31 |
-0.71
|
25 |
15.38
|
27 |
11.80
|
27 |
| Hdfc Taxsaver |
0.74
|
4 |
3.01
|
1 |
3.75
|
1 |
23.60
|
5 |
12.65
|
25 |
| Hsbc Tax Saver Equity Fund |
-0.63
|
35 |
-0.36
|
25 |
-1.52
|
30 |
20.17
|
12 |
14.79
|
20 |
| Icici Prudential Long Term Equity Fund (Tax Saving) |
-0.18
|
26 |
0.42
|
16 |
-0.78
|
27 |
19.92
|
13 |
16.42
|
13 |
| Idbi Equity Advantage Fund |
0.03
|
16 |
0.05
|
21 |
-0.37
|
24 |
18.04
|
22 |
12.36
|
26 |
| Idfc Tax Advantage (Elss) Fund |
0.36
|
7 |
1.35
|
10 |
1.46
|
9 |
28.53
|
2 |
20.60
|
4 |
| Indiabulls Tax Savings Fund |
-0.38
|
31 |
0.48
|
15 |
-0.85
|
28 |
12.87
|
30 |
11.05
|
30 |
| Invesco India Tax Plan |
-0.43
|
33 |
-2.34
|
36 |
-3.47
|
35 |
17.15
|
24 |
15.09
|
17 |
| Iti Long Term Equity Fund |
-0.13
|
24 |
-0.23
|
23 |
1.26
|
10 |
4.88
|
33 |
|
|
| Jm Tax Gain Fund |
0.28
|
9 |
0.19
|
18 |
-0.34
|
22 |
18.58
|
19 |
17.12
|
12 |
| Kotak Tax Saver Fund |
0.27
|
10 |
1.44
|
7 |
1.88
|
6 |
20.50
|
11 |
18.24
|
9 |
| Mahindra Mutual Fund Kar Bachat Yojana |
0.25
|
11 |
0.53
|
14 |
0.01
|
18 |
23.28
|
6 |
17.42
|
11 |
| Motilal Oswal Long Term Equity Fund (Moflte) |
0.49
|
6 |
-0.01
|
22 |
1.57
|
8 |
14.22
|
28 |
14.26
|
21 |
| Nippon India Tax Saver (Elss) Fund |
0.02
|
17 |
1.98
|
5 |
0.44
|
17 |
22.04
|
7 |
11.72
|
28 |
| Pgim India Long Term Equity Fund |
0.29
|
8 |
1.69
|
6 |
1.79
|
7 |
25.37
|
4 |
18.75
|
7 |
| Parag Parikh Tax Saver Fund |
0.75
|
3 |
0.98
|
12 |
3.29
|
3 |
26.21
|
3 |
|
|
| Quant Tax Plan |
1.12
|
1 |
2.44
|
2 |
3.67
|
2 |
40.60
|
1 |
34.22
|
1 |
| Quantum Tax Saving Fund |
0.18
|
12 |
2.09
|
4 |
1.07
|
12 |
12.56
|
31 |
11.67
|
29 |
| Sbi Long Term Equity Fund |
0.58
|
5 |
1.39
|
9 |
1.93
|
5 |
18.46
|
20 |
15.84
|
15 |
| Sundaram Diversified Equity |
0.12
|
14 |
0.09
|
20 |
1.08
|
11 |
19.32
|
15 |
13.85
|
22 |
| Tata India Tax Savings Fund |
-0.22
|
27 |
1.41
|
8 |
1.04
|
13 |
17.82
|
23 |
16.10
|
14 |
| Union Long Term Equity Fund |
0.09
|
15 |
-0.27
|
24 |
0.48
|
16 |
21.67
|
9 |
19.40
|
6 |
| Uti Long Term Equity Fund (Tax Saving) |
-0.43
|
32 |
-2.28
|
35 |
-1.91
|
32 |
18.06
|
21 |
17.48
|
10 |
| Taurus Tax Shield |
1.11
|
2 |
2.37
|
3 |
2.53
|
4 |
15.63
|
26 |
12.73
|
24 |
| Lic Mf Tax Plan |
-0.17
|
25 |
-1.84
|
34 |
-1.54
|
31 |
18.98
|
17 |
13.07
|
23 |
| Sundaram Tax Savings Fund |
-0.12
|
22 |
-0.37
|
26 |
0.53
|
14 |
|
|
||
| Baroda Bnp Paribas Elss Fund |
-0.25
|
29 |
1.00
|
11 |
|
|
|
|||
| 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) |
-0.75
|
37 |
-0.42
|
31 |
-2.82
|
34 |
3.96
|
35 |
8.98
|
32 |
| Aditya Birla Sun Life Tax Relief 96 (U/S 80c) |
-0.65
|
36 |
-0.35
|
30 |
-2.08
|
33 |
4.52
|
34 |
10.05
|
31 |
| Axis Long Term Equity Fund |
-0.38
|
34 |
-4.33
|
37 |
-6.41
|
36 |
11.81
|
32 |
16.47
|
18 |
| Franklin India Taxshield |
-0.07
|
23 |
0.30
|
21 |
0.92
|
14 |
20.91
|
13 |
16.01
|
20 |
| Shriram Long Term Equity Fund |
-0.18
|
30 |
0.06
|
24 |
0.17
|
25 |
15.25
|
29 |
|
|
| Mirae Asset Tax Saver Fund |
-0.01
|
21 |
0.56
|
17 |
-0.63
|
29 |
20.57
|
15 |
22.13
|
3 |
| Boi Axa Tax Advantage Fund |
0.07
|
18 |
-0.96
|
33 |
0.40
|
20 |
22.99
|
7 |
25.04
|
2 |
| Canara Robeco Equity Tax Saver Fund |
-0.13
|
27 |
-0.42
|
32 |
0.32
|
21 |
20.15
|
17 |
22.09
|
4 |
| Dsp Tax Saver Fund |
0.03
|
20 |
1.19
|
13 |
0.31
|
22 |
22.53
|
9 |
19.87
|
8 |
| Edelweiss Long Term Equity Fund (Tax Savings) |
0.27
|
12 |
-0.03
|
25 |
0.63
|
19 |
18.90
|
24 |
16.91
|
15 |
| Essel Long Term Advantage Fund |
0.14
|
16 |
-0.21
|
28 |
0.24
|
23 |
17.60
|
26 |
13.87
|
24 |
| Hdfc Taxsaver |
0.79
|
4 |
3.17
|
1 |
4.07
|
2 |
24.32
|
6 |
13.31
|
28 |
| Hsbc Tax Saver Equity Fund |
-0.54
|
35 |
-0.07
|
27 |
-0.92
|
30 |
21.69
|
12 |
16.22
|
19 |
| Icici Prudential Long Term Equity Fund (Tax Saving) |
-0.12
|
26 |
0.58
|
16 |
-0.41
|
28 |
20.79
|
14 |
17.24
|
14 |
| Idbi Equity Advantage Fund |
0.14
|
17 |
0.34
|
19 |
0.23
|
24 |
19.48
|
20 |
13.79
|
25 |
| Idfc Tax Advantage (Elss) Fund |
0.47
|
7 |
1.66
|
9 |
2.08
|
10 |
30.03
|
2 |
21.96
|
5 |
| Indiabulls Tax Savings Fund |
-0.28
|
31 |
0.93
|
15 |
0.00
|
27 |
14.94
|
30 |
13.38
|
27 |
| Invesco India Tax Plan |
-0.33
|
32 |
-2.02
|
35 |
-2.89
|
35 |
18.67
|
25 |
16.58
|
16 |
| Iti Long Term Equity Fund |
-0.03
|
22 |
0.31
|
20 |
2.35
|
7 |
7.08
|
33 |
|
|
| Jm Tax Gain Fund |
0.36
|
11 |
0.41
|
18 |
0.12
|
26 |
19.52
|
19 |
18.03
|
12 |
| Kotak Tax Saver Fund |
0.38
|
10 |
1.78
|
7 |
2.58
|
5 |
22.14
|
11 |
19.76
|
9 |
| Mahindra Mutual Fund Kar Bachat Yojana |
0.40
|
9 |
0.97
|
14 |
0.88
|
16 |
25.36
|
5 |
19.43
|
10 |
| Motilal Oswal Long Term Equity Fund (Moflte) |
0.59
|
6 |
0.28
|
22 |
2.21
|
9 |
15.67
|
28 |
15.77
|
21 |
| Nippon India Tax Saver (Elss) Fund |
0.07
|
19 |
2.16
|
5 |
0.82
|
18 |
22.90
|
8 |
12.51
|
29 |
| Pgim India Long Term Equity Fund |
0.41
|
8 |
2.05
|
6 |
2.57
|
6 |
26.83
|
4 |
20.33
|
6 |
| Parag Parikh Tax Saver Fund |
0.86
|
3 |
1.33
|
11 |
4.01
|
3 |
27.87
|
3 |
|
|
| Quant Tax Plan |
1.26
|
1 |
2.91
|
2 |
4.59
|
1 |
43.56
|
1 |
36.63
|
1 |
| Quantum Tax Saving Fund |
0.22
|
13 |
2.22
|
4 |
1.32
|
13 |
13.10
|
31 |
12.18
|
30 |
| Sbi Long Term Equity Fund |
0.62
|
5 |
1.54
|
10 |
2.25
|
8 |
19.20
|
23 |
16.57
|
17 |
| Sundaram Diversified Equity |
0.17
|
14 |
0.25
|
23 |
1.38
|
12 |
20.00
|
18 |
14.36
|
23 |
| Tata India Tax Savings Fund |
-0.13
|
28 |
1.73
|
8 |
1.66
|
11 |
19.31
|
21 |
17.69
|
13 |
| Union Long Term Equity Fund |
0.15
|
15 |
-0.04
|
26 |
0.92
|
15 |
22.51
|
10 |
20.01
|
7 |
| Uti Long Term Equity Fund (Tax Saving) |
-0.33
|
33 |
-2.04
|
36 |
-1.38
|
32 |
19.21
|
22 |
18.61
|
11 |
| Taurus Tax Shield |
1.18
|
2 |
2.54
|
3 |
2.87
|
4 |
16.48
|
27 |
13.54
|
26 |
| Lic Mf Tax Plan |
-0.09
|
25 |
-1.58
|
34 |
-0.95
|
31 |
20.49
|
16 |
14.42
|
22 |
| Sundaram Tax Savings Fund |
-0.07
|
24 |
-0.21
|
29 |
0.83
|
17 |
|
|
||
| Baroda Bnp Paribas Elss Fund |
-0.15
|
29 |
1.22
|
12 |
|
|
|
|||
| 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 |
-15.89
|
8 |
-24.36
|
8 |
-10.97
|
29 |
20.21
|
6 |
15.25
|
5 |
| Aditya Birla Sun Life Tax Relief '96 |
-14.87
|
5 |
-23.65
|
7 |
-10.66
|
26 |
19.76
|
4 |
14.86
|
3 |
| Axis Long Term Equity Fund |
-24.12
|
34 |
-23.29
|
6 |
-17.28
|
35 |
22.51
|
22 |
16.43
|
9 |
| Franklin India Taxshield |
-20.22
|
29 |
-31.77
|
33 |
-10.37
|
24 |
24.11
|
32 |
19.11
|
33 |
| Shriram Long Term Equity Fund |
-15.93
|
9 |
-20.90
|
1 |
-8.09
|
10 |
18.29
|
1 |
13.93
|
1 |
| Mirae Asset Tax Saver Fund |
-17.46
|
20 |
-28.35
|
20 |
-10.86
|
28 |
22.87
|
26 |
17.63
|
24 |
| Bank Of India Tax Advantage Fund |
-17.16
|
15 |
-21.77
|
2 |
-8.90
|
13 |
20.91
|
9 |
16.46
|
10 |
| Canara Robeco Equity Tax Saver Fund |
-14.32
|
3 |
-22.07
|
3 |
-7.35
|
6 |
20.58
|
8 |
16.01
|
7 |
| Dsp Tax Saver Fund |
-17.88
|
21 |
-29.03
|
24 |
-10.76
|
27 |
22.85
|
25 |
17.92
|
26 |
| Edelweiss Long Term Equity Fund (Tax Savings) |
-16.36
|
12 |
-27.62
|
16 |
-8.04
|
9 |
22.09
|
18 |
17.46
|
20 |
| Navi Elss Tax Saver Fund |
-18.32
|
22 |
-30.60
|
30 |
-10.25
|
23 |
22.82
|
24 |
18.59
|
30 |
| Hdfc Taxsaver |
-19.78
|
26 |
-30.01
|
29 |
-6.13
|
2 |
22.12
|
19 |
17.52
|
22 |
| Hsbc Tax Saver Equity Fund |
-17.21
|
16 |
-29.13
|
25 |
-9.58
|
17 |
23.07
|
28 |
18.40
|
28 |
| Icici Prudential Long Term Equity Fund (Tax Saving) |
-18.66
|
23 |
-29.84
|
27 |
-9.17
|
16 |
22.97
|
27 |
17.79
|
25 |
| Idbi Equity Advantage Fund |
-17.39
|
19 |
-22.82
|
4 |
-7.56
|
7 |
18.96
|
3 |
14.66
|
2 |
| Idfc Tax Advantage (Elss) Fund |
-19.58
|
25 |
-33.19
|
34 |
-10.51
|
25 |
26.15
|
35 |
20.71
|
35 |
| Indiabulls Tax Savings Fund |
-17.37
|
18 |
-25.80
|
11 |
-9.15
|
15 |
20.31
|
7 |
15.91
|
6 |
| Invesco India Tax Plan |
-21.14
|
31 |
-25.48
|
9 |
-11.76
|
32 |
21.99
|
17 |
17.37
|
19 |
| Iti Long Term Equity Fund |
-20.10
|
28 |
-31.11
|
31 |
-16.34
|
34 |
22.67
|
23 |
17.62
|
23 |
| Jm Tax Gain Fund |
-15.95
|
10 |
-28.59
|
22 |
-9.81
|
20 |
23.22
|
30 |
18.32
|
27 |
| Kotak Tax Saver Fund |
-16.41
|
13 |
-28.70
|
23 |
-6.77
|
3 |
21.29
|
10 |
17.12
|
15 |
| Mahindra Manulife Elss Kar Bachat Yojana |
-15.65
|
7 |
-25.98
|
12 |
-8.87
|
12 |
21.74
|
13 |
16.84
|
12 |
| Motilal Oswal Long Term Equity Fund (Moflte) |
-20.30
|
30 |
-29.87
|
28 |
-9.76
|
18 |
23.15
|
29 |
18.45
|
29 |
| Nippon India Tax Saver (Elss) Fund |
-24.24
|
35 |
-33.42
|
35 |
-9.94
|
22 |
24.47
|
34 |
19.38
|
34 |
| Pgim India Elss Tax Saver Fund |
-20.09
|
27 |
-27.85
|
17 |
-8.45
|
11 |
21.93
|
14 |
16.95
|
13 |
| Parag Parikh Tax Saver Fund |
-13.67
|
1 |
-23.28
|
5 |
-6.12
|
1 |
18.62
|
2 |
14.94
|
4 |
| Quant Tax Plan |
-21.54
|
32 |
-27.35
|
14 |
-9.89
|
21 |
24.35
|
33 |
18.71
|
32 |
| Quantum Tax Saving Fund |
-18.92
|
24 |
-29.71
|
26 |
-11.00
|
30 |
21.95
|
15 |
17.08
|
14 |
| Sbi Long Term Equity Fund |
-22.78
|
33 |
-28.49
|
21 |
-11.10
|
31 |
21.96
|
16 |
17.19
|
16 |
| Sundaram Diversified Equity |
-15.12
|
6 |
-31.16
|
32 |
-7.31
|
5 |
23.26
|
31 |
18.67
|
31 |
| Tata India Tax Savings Fund |
-16.96
|
14 |
-28.09
|
18 |
-7.07
|
4 |
22.29
|
21 |
17.47
|
21 |
| Union Long Term Equity Fund |
-13.84
|
2 |
-25.74
|
10 |
-7.83
|
8 |
21.47
|
12 |
16.63
|
11 |
| Uti Long Term Equity Fund (Tax Saving) |
-17.23
|
17 |
-27.47
|
15 |
-9.00
|
14 |
22.13
|
20 |
17.22
|
17 |
| Taurus Tax Shield |
-16.29
|
11 |
-26.02
|
13 |
-9.78
|
19 |
19.96
|
5 |
16.01
|
8 |
| Lic Mf Tax Plan |
-14.57
|
4 |
-28.13
|
19 |
-11.98
|
33 |
21.40
|
11 |
17.31
|
18 |
| 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 |
0.04
|
35 |
0.06
|
35 |
0.22
|
35 |
0.50
|
-5.77
|
31 | 0.85 | 32 |
0.90
|
31 |
0.01
|
35 |
8.38
|
35 |
-0.08
|
33 |
| Aditya Birla Sun Life Tax Relief '96 |
0.07
|
34 |
0.07
|
34 |
0.24
|
34 |
0.49
|
-6.76
|
34 | 0.85 | 31 |
0.94
|
22 |
0.02
|
34 |
9.20
|
33 |
-0.09
|
35 |
| Axis Long Term Equity Fund |
0.10
|
33 |
0.09
|
33 |
0.27
|
30 |
0.47
|
-7.49
|
35 | 0.94 | 21 |
0.89
|
33 |
0.02
|
33 |
9.01
|
34 |
-0.08
|
34 |
| Franklin India Taxshield |
0.39
|
14 |
0.20
|
14 |
0.40
|
17 |
0.50
|
-1.32
|
17 | 1.03 | 3 |
0.95
|
17 |
0.09
|
14 |
15.71
|
17 |
-0.01
|
15 |
| Shriram Long Term Equity Fund |
0.27
|
24 |
0.14
|
25 |
0.38
|
20 |
0.48
|
-1.90
|
18 | 0.79 | 34 |
0.96
|
14 |
0.06
|
24 |
14.71
|
20 |
-0.06
|
27 |
| Mirae Asset Tax Saver Fund |
0.47
|
10 |
0.23
|
9 |
0.47
|
9 |
0.50
|
1.29
|
9 | 1.00 | 6 |
0.97
|
4 |
0.11
|
10 |
17.80
|
10 |
0.01
|
7 |
| Bank Of India Tax Advantage Fund |
0.64
|
3 |
0.30
|
3 |
0.66
|
3 |
0.48
|
5.45
|
3 | 0.87 | 29 |
0.89
|
32 |
0.16
|
3 |
22.80
|
3 |
0.03
|
4 |
| Canara Robeco Equity Tax Saver Fund |
0.56
|
4 |
0.26
|
4 |
0.59
|
4 |
0.49
|
4.26
|
4 | 0.88 | 27 |
0.92
|
29 |
0.13
|
4 |
20.63
|
4 |
0.02
|
5 |
| Dsp Tax Saver Fund |
0.44
|
12 |
0.22
|
12 |
0.44
|
11 |
0.50
|
0.14
|
15 | 0.99 | 9 |
0.97
|
6 |
0.10
|
12 |
17.29
|
13 |
-0.00
|
10 |
| Edelweiss Long Term Equity Fund (Tax Savings) |
0.29
|
23 |
0.15
|
22 |
0.36
|
23 |
0.50
|
-3.16
|
23 | 0.95 | 16 |
0.97
|
7 |
0.07
|
22 |
13.87
|
22 |
-0.04
|
22 |
| Navi Elss Tax Saver Fund |
0.16
|
30 |
0.10
|
30 |
0.26
|
32 |
0.50
|
-5.87
|
32 | 0.98 | 10 |
0.93
|
25 |
0.04
|
30 |
10.32
|
31 |
-0.06
|
28 |
| Hdfc Taxsaver |
0.45
|
11 |
0.22
|
11 |
0.43
|
12 |
0.50
|
0.62
|
11 | 0.95 | 17 |
0.96
|
12 |
0.10
|
11 |
17.74
|
11 |
-0.00
|
12 |
| Hsbc Tax Saver Equity Fund |
0.27
|
25 |
0.15
|
24 |
0.34
|
26 |
0.48
|
-4.39
|
27 | 1.01 | 5 |
0.97
|
11 |
0.06
|
25 |
12.88
|
27 |
-0.04
|
23 |
| Icici Prudential Long Term Equity Fund (Tax Saving) |
0.38
|
15 |
0.20
|
15 |
0.40
|
16 |
0.49
|
-1.32
|
16 | 0.99 | 8 |
0.97
|
8 |
0.09
|
15 |
15.83
|
14 |
-0.01
|
17 |
| Idbi Equity Advantage Fund |
0.23
|
28 |
0.13
|
28 |
0.34
|
24 |
0.47
|
-2.92
|
22 | 0.81 | 33 |
0.92
|
30 |
0.05
|
28 |
13.25
|
24 |
-0.06
|
29 |
| Idfc Tax Advantage (Elss) Fund |
0.55
|
5 |
0.26
|
5 |
0.51
|
6 |
0.50
|
2.48
|
5 | 1.12 | 1 |
0.92
|
28 |
0.13
|
5 |
18.94
|
7 |
0.04
|
3 |
| Indiabulls Tax Savings Fund |
0.20
|
29 |
0.12
|
29 |
0.31
|
29 |
0.49
|
-4.75
|
29 | 0.88 | 28 |
0.98
|
1 |
0.05
|
29 |
12.26
|
29 |
-0.07
|
30 |
| Invesco India Tax Plan |
0.26
|
26 |
0.14
|
26 |
0.36
|
21 |
0.50
|
-3.83
|
26 | 0.95 | 18 |
0.94
|
19 |
0.06
|
26 |
13.06
|
25 |
-0.05
|
25 |
| Iti Long Term Equity Fund |
0.14
|
32 |
0.10
|
31 |
0.24
|
33 |
0.50
|
-6.67
|
33 | 0.96 | 14 |
0.93
|
26 |
0.03
|
32 |
10.11
|
32 |
-0.07
|
32 |
| Jm Tax Gain Fund |
0.37
|
18 |
0.19
|
18 |
0.41
|
15 |
0.50
|
-1.96
|
20 | 0.99 | 7 |
0.95
|
18 |
0.09
|
18 |
15.40
|
18 |
-0.02
|
18 |
| Kotak Tax Saver Fund |
0.44
|
13 |
0.21
|
13 |
0.43
|
13 |
0.50
|
0.55
|
13 | 0.92 | 25 |
0.97
|
10 |
0.10
|
13 |
17.72
|
12 |
-0.01
|
16 |
| Mahindra Manulife Elss Kar Bachat Yojana |
0.48
|
8 |
0.23
|
8 |
0.49
|
8 |
0.48
|
1.74
|
8 | 0.95 | 20 |
0.97
|
3 |
0.11
|
8 |
18.34
|
8 |
0.01
|
8 |
| Motilal Oswal Long Term Equity Fund (Moflte) |
0.24
|
27 |
0.14
|
27 |
0.31
|
28 |
0.49
|
-4.59
|
28 | 0.98 | 11 |
0.93
|
27 |
0.06
|
27 |
12.28
|
28 |
-0.05
|
26 |
| Nippon India Tax Saver (Elss) Fund |
0.29
|
22 |
0.16
|
20 |
0.33
|
27 |
0.47
|
-3.43
|
24 | 1.06 | 2 |
0.94
|
21 |
0.07
|
23 |
13.04
|
26 |
-0.02
|
19 |
| Pgim India Elss Tax Saver Fund |
0.53
|
6 |
0.26
|
6 |
0.50
|
7 |
0.50
|
2.38
|
6 | 0.95 | 15 |
0.96
|
13 |
0.12
|
6 |
19.57
|
5 |
0.02
|
6 |
| Parag Parikh Tax Saver Fund |
0.79
|
2 |
0.34
|
2 |
0.67
|
2 |
0.49
|
9.18
|
2 | 0.74 | 35 |
0.82
|
34 |
0.20
|
2 |
27.07
|
2 |
0.05
|
2 |
| Quant Tax Plan |
1.20
|
1 |
0.55
|
1 |
1.01
|
1 |
0.47
|
22.70
|
1 | 0.92 | 24 |
0.72
|
35 |
0.32
|
1 |
34.83
|
1 |
0.21
|
1 |
| Quantum Tax Saving Fund |
0.37
|
17 |
0.19
|
17 |
0.39
|
19 |
0.51
|
0.58
|
12 | 0.94 | 22 |
0.93
|
24 |
0.09
|
17 |
15.75
|
16 |
-0.00
|
14 |
| Sbi Long Term Equity Fund |
0.47
|
9 |
0.23
|
10 |
0.46
|
10 |
0.50
|
0.68
|
10 | 0.95 | 19 |
0.97
|
5 |
0.11
|
9 |
18.23
|
9 |
-0.00
|
13 |
| Sundaram Diversified Equity |
0.30
|
20 |
0.16
|
21 |
0.34
|
25 |
0.49
|
-3.64
|
25 | 1.02 | 4 |
0.97
|
9 |
0.07
|
20 |
13.65
|
23 |
-0.03
|
21 |
| Tata India Tax Savings Fund |
0.38
|
16 |
0.19
|
16 |
0.41
|
14 |
0.49
|
0.43
|
14 | 0.96 | 12 |
0.96
|
15 |
0.09
|
16 |
15.76
|
15 |
-0.00
|
11 |
| Union Long Term Equity Fund |
0.52
|
7 |
0.25
|
7 |
0.52
|
5 |
0.50
|
1.82
|
7 | 0.93 | 23 |
0.98
|
2 |
0.12
|
7 |
19.52
|
6 |
0.01
|
9 |
| Uti Long Term Equity Fund (Tax Saving) |
0.35
|
19 |
0.18
|
19 |
0.40
|
18 |
0.49
|
-1.93
|
19 | 0.96 | 13 |
0.95
|
16 |
0.08
|
19 |
15.10
|
19 |
-0.03
|
20 |
| Taurus Tax Shield |
0.30
|
21 |
0.15
|
23 |
0.36
|
22 |
0.51
|
-2.17
|
21 | 0.86 | 30 |
0.94
|
20 |
0.07
|
21 |
14.53
|
21 |
-0.05
|
24 |
| Lic Mf Tax Plan |
0.15
|
31 |
0.10
|
32 |
0.26
|
31 |
0.49
|
-5.76
|
30 | 0.91 | 26 |
0.93
|
23 |
0.04
|
31 |
10.72
|
30 |
-0.07
|
31 |
| Sundaram Tax Savings Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| 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 | ||||||||
| Direct Plan Value of 1000 Rupee |
| Fund Launch Date: 31/Mar/1996 |
| Fund Category: ELSS (Tax Saving) Fund |
| Investment Objective: To provide long term growth of capital. The Investment Manager will aim to achieve a return on assets in excess of the performance of S&P BSE 100 INDEX |
| Fund Description: An open ended equity linked saving scheme |
| Fund Benchmark: Nifty 500 Index - Total Return Index |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
A mutual fund is a pool of funds collected from individuals/ companies/ other entities to invest in financial securities like equity and bond, gold/silver, and commodities. Each mutual fund is managed by one or more fund manager.
This post will describe the methodology used for different calculations on this website.