ELSS Fund (Tax Saving)

As On: 11 January 2022

Please note: all returns are absolute/ period returns. All analysis is for growth option.

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: ईएलएसएस (टैक्स सेविंग) फंड

Table 1

Category Performance: ELSS Fund
Regular Plan Return %
1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
Category Average
0.178
1.241
2.979
1.136
13.907
29.821
19.768
16.521
Best in Category
0.669
2.532
5.458
5.548
18.901
56.812
35.520
26.064
Worst in Category
-0.202
-0.019
-0.304
-7.486
-0.366
11.506
11.248
9.967
Direct Plan Return %
Category Average
0.180
1.262
3.069
1.423
14.545
31.342
21.058
17.604
Best in Category
0.672
2.571
5.545
5.836
19.395
60.183
37.895
27.549
Worst in Category
-0.223
0.000
-0.138
-6.986
0.724
12.230
11.997
10.859

Table 2

Category Performance Regular Plan
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Quant Tax Plan
0.18
20
2.53
1
0.38
37
4.71
2
14.62
21
56.81
1
35.52
1
26.06
1
Aditya Birla Sun Life Tax Plan (U/S 80C)
0.25
9
0.87
30
1.72
35
-0.72
33
6.67
37
11.51
38
11.25
35
12.33
32
Aditya Birla Sun Life Tax Relief 96 (U/S 80C)
0.21
14
0.82
31
1.76
34
-0.63
32
7.10
36
12.23
37
12.05
34
13.05
30
AXIS LONG TERM EQUITY FUND
0.27
6
0.76
32
2.56
28
-1.41
37
12.89
29
23.87
30
22.55
9
19.83
6
Franklin India Taxshield
0.21
15
1.83
5
3.05
21
2.17
12
14.72
20
34.10
11
18.45
21
14.85
23
Shriram Long Term Equity Fund
0.13
29
1.33
16
1.78
33
-0.99
35
13.78
23
19.65
35
Mirae Asset Tax Saver Fund
0.03
34
1.12
25
2.94
23
0.82
22
14.20
22
34.31
9
25.00
4
21.91
3
BARODA ELSS 96
0.16
25
0.49
34
3.07
20
0.23
28
18.90
1
35.43
7
21.29
14
14.83
24
BNP Paribas Long Term Equity Fund
0.28
5
1.21
19
2.53
29
0.50
26
12.51
30
22.13
31
19.68
16
16.47
15
BOI AXA Tax Advantage Fund
0.09
31
-0.02
38
3.01
22
0.01
31
13.36
27
37.54
4
29.85
2
22.14
2
Canara Robeco Equity Tax saver Fund
0.15
26
1.09
26
3.07
19
2.55
5
15.12
18
31.34
19
25.03
3
20.81
4
DSP Tax Saver Fund
-0.06
36
1.64
10
3.30
15
0.16
29
11.29
33
33.53
12
23.02
8
17.58
10
Edelweiss Long Term Equity Fund (Tax Savings)
0.20
16
1.37
15
3.46
13
2.03
17
13.63
24
28.70
24
18.44
22
15.14
21
Essel Long Term Advantage Fund
0.14
28
0.99
29
3.66
9
2.26
10
16.54
9
26.59
27
16.27
27
14.05
26
HDFC TaxSaver
0.17
22
0.49
35
2.57
26
1.24
21
16.80
6
33.27
13
15.10
30
12.47
31
HSBC Tax Saver Equity Fund
0.22
11
1.79
7
4.47
3
2.11
15
17.70
5
32.84
14
18.78
20
15.47
19
ICICI Prudential Long Term Equity Fund (Tax Saving)
0.21
13
1.13
22
3.49
11
0.54
25
16.59
8
31.38
18
19.29
19
16.11
17
IDBI Equity Advantage Fund
0.45
2
1.94
3
3.90
8
2.10
16
15.48
16
25.89
28
15.72
28
13.89
27
IDFC Tax Advantage (ELSS) Fund
-0.08
37
1.82
6
4.16
5
2.17
13
16.10
11
46.01
2
23.94
5
19.85
5
Indiabulls Tax Savings Fund
0.15
27
1.18
21
2.23
31
0.36
27
11.96
31
19.76
34
14.44
31
Invesco India Tax Plan
0.26
7
1.39
14
3.49
12
2.53
6
15.55
15
32.00
16
21.70
12
18.29
8
ITI Long Term Equity Fund
0.19
18
0.38
36
-0.30
38
-7.49
38
-0.37
38
15.95
36
JM Tax Gain Fund
0.31
4
1.60
11
3.08
18
1.36
19
18.15
3
31.39
17
23.62
6
19.47
7
KOTAK TAX SAVER FUND
0.05
32
1.51
13
3.13
16
3.49
4
13.40
26
32.01
15
21.55
13
17.20
11
Mahindra Mutual Fund Kar Bachat Yojana
0.24
10
1.32
17
4.98
2
2.34
8
15.59
14
37.89
3
20.51
15
13.70
28
Motilal Oswal Long Term Equity Fund (MOFLTE)
0.67
1
1.74
8
2.81
25
2.25
11
11.95
32
31.22
20
19.64
17
16.29
16
Nippon India Tax Saver (ELSS) Fund
0.26
8
1.71
9
3.30
14
0.80
23
15.93
12
37.06
5
13.40
32
9.97
33
PGIM India Long Term Equity Fund
-0.20
38
1.90
4
5.46
1
5.55
1
18.04
4
36.86
6
22.39
10
18.13
9
Parag Parikh Tax Saver Fund
0.10
30
0.54
33
1.41
36
0.70
24
18.34
2
34.64
8
Principal Tax Savings Fund
Principal Personal Tax Saver Fund
Quantum Tax Saving Fund
0.17
21
1.21
20
2.13
32
-0.81
34
7.35
35
20.05
32
13.22
33
SBI Long Term Equity Fund
0.20
17
1.53
12
2.30
30
1.72
18
12.91
28
28.55
25
18.38
23
14.67
25
Sundaram Diversified Equity
0.34
3
1.00
28
3.54
10
2.15
14
15.26
17
30.21
22
16.77
26
13.54
29
Tata India Tax Savings Fund
0.19
19
1.03
27
3.92
7
2.27
9
16.64
7
29.58
23
19.56
18
16.97
13
Union Long Term Equity Fund
0.05
33
0.35
37
2.57
27
1.33
20
16.33
10
34.27
10
23.44
7
16.96
14
UTI Long Term Equity Fund (Tax Saving)
0.03
35
1.12
24
2.83
24
2.36
7
15.85
13
30.69
21
21.86
11
17.00
12
L&T TAX ADVANTAGE FUND
0.16
24
1.13
23
4.32
4
3.52
3
13.55
25
28.39
26
17.29
25
15.04
22
Taurus Tax Shield
0.22
12
2.06
2
3.10
17
-1.17
36
9.22
34
19.80
33
15.24
29
15.33
20
LIC MF Tax Plan
0.17
23
1.28
18
3.99
6
0.08
30
14.79
19
25.76
29
17.63
24
15.82
18

Table 3

Category Performance Direct Plan
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Tax Plan (U/S 80C)
0.25
9
0.89
30
1.78
35
-0.56
34
7.02
37
12.23
38
12.00
35
13.28
31
Aditya Birla Sun Life Tax Relief 96 (U/S 80C)
0.22
14
0.85
31
1.84
34
-0.41
32
7.53
36
13.18
37
13.11
34
14.19
29
AXIS LONG TERM EQUITY FUND
0.28
6
0.77
32
2.63
27
-1.20
37
13.35
28
24.93
30
23.60
10
20.96
6
Franklin India Taxshield
0.21
16
1.84
5
3.11
21
2.38
16
15.20
21
35.23
10
19.54
22
15.95
23
Shriram Long Term Equity Fund
0.14
28
1.37
16
1.92
33
-0.55
33
14.80
23
21.84
33
Mirae Asset Tax Saver Fund
0.03
34
1.15
22
3.05
23
1.16
22
14.94
22
36.14
9
26.93
3
23.63
2
BARODA ELSS 96
0.17
22
0.51
34
3.13
20
0.44
28
19.39
1
36.51
7
22.19
15
15.79
26
BNP Paribas Long Term Equity Fund
0.28
5
1.24
19
2.64
26
0.84
25
13.26
29
23.77
31
21.18
18
17.85
14
BOI AXA Tax Advantage Fund
0.09
31
0.00
38
3.09
22
0.26
31
13.90
27
38.96
4
31.28
2
23.58
3
Canara Robeco Equity Tax saver Fund
0.15
26
1.11
26
3.17
17
2.89
5
15.86
17
32.99
17
26.37
4
21.99
4
DSP Tax Saver Fund
-0.06
36
1.66
10
3.38
14
0.40
30
11.82
33
34.80
12
24.21
7
18.79
10
Edelweiss Long Term Equity Fund (Tax Savings)
0.22
13
1.42
14
3.62
10
2.48
12
14.60
24
30.92
23
20.51
19
16.91
19
Essel Long Term Advantage Fund
0.14
27
1.03
28
3.82
9
2.75
8
17.62
6
29.02
27
18.38
25
16.03
22
HDFC TaxSaver
0.17
21
0.50
35
2.63
28
1.41
21
17.17
8
34.03
14
15.77
31
13.19
32
HSBC Tax Saver Equity Fund
0.22
11
1.81
7
4.58
3
2.43
14
18.45
5
34.52
13
20.23
20
16.64
20
ICICI Prudential Long Term Equity Fund (Tax Saving)
0.21
15
1.14
24
3.54
13
0.72
27
17.03
9
32.28
20
20.13
21
17.13
18
IDBI Equity Advantage Fund
0.46
2
1.97
3
4.01
8
2.39
15
16.17
16
27.42
28
17.19
28
15.55
27
IDFC Tax Advantage (ELSS) Fund
-0.08
37
1.83
6
4.26
5
2.48
13
16.77
10
47.66
2
25.37
5
21.24
5
Indiabulls Tax Savings Fund
0.14
29
1.17
21
2.29
31
0.75
26
12.87
31
23.68
32
16.69
29
Invesco India Tax Plan
0.25
8
1.41
15
3.59
11
2.85
6
16.25
15
33.64
16
23.21
11
19.93
8
ITI Long Term Equity Fund
0.20
18
0.42
36
-0.14
38
-6.99
38
0.72
38
18.51
36
JM Tax Gain Fund
0.31
4
1.62
11
3.15
19
1.56
19
18.61
4
32.39
19
24.56
6
20.44
7
KOTAK TAX SAVER FUND
0.06
32
1.54
13
3.24
16
3.84
3
14.17
25
33.80
15
23.10
12
18.69
11
Mahindra Mutual Fund Kar Bachat Yojana
0.24
10
1.35
17
5.12
2
2.76
7
16.56
12
40.18
3
22.56
14
15.91
24
Motilal Oswal Long Term Equity Fund (MOFLTE)
0.67
1
1.76
8
2.91
25
2.57
11
12.67
32
32.92
18
21.24
17
17.82
15
Nippon India Tax Saver (ELSS) Fund
0.26
7
1.72
9
3.36
15
0.99
24
16.34
14
38.04
6
14.20
32
10.86
34
PGIM India Long Term Equity Fund
-0.22
38
1.90
4
5.54
1
5.84
1
18.71
3
38.42
5
24.02
8
19.90
9
Parag Parikh Tax Saver Fund
0.11
30
0.56
33
1.52
36
1.03
23
19.12
2
36.34
8
Principal Tax Savings Fund
Principal Personal Tax Saver Fund
Quant Tax Plan
0.18
20
2.57
1
0.54
37
5.25
2
15.82
18
60.18
1
37.90
1
27.55
1
Quantum Tax Saving Fund
0.17
24
1.22
20
2.16
32
-0.69
35
7.61
35
20.63
34
13.76
33
11.84
33
SBI Long Term Equity Fund
0.20
17
1.54
12
2.35
30
1.88
18
13.26
30
29.36
25
19.11
23
15.42
28
Sundaram Diversified Equity
0.34
3
1.01
29
3.59
12
2.27
17
15.50
20
30.91
24
17.28
27
14.10
30
Tata India Tax Savings Fund
0.19
19
1.05
27
4.02
7
2.59
10
17.36
7
31.23
22
21.30
16
18.53
12
Union Long Term Equity Fund
0.04
33
0.37
37
2.63
29
1.51
20
16.72
11
35.10
11
24.01
9
17.64
16
UTI Long Term Equity Fund (Tax Saving)
0.03
35
1.15
23
2.92
24
2.64
9
16.41
13
31.94
21
23.00
13
18.07
13
L&T TAX ADVANTAGE FUND
0.16
25
1.14
25
4.38
4
3.71
4
13.98
26
29.33
26
18.02
26
15.82
25
Taurus Tax Shield
0.22
12
2.08
2
3.17
18
-0.98
36
9.64
34
20.62
35
16.08
30
16.08
21
LIC MF Tax Plan
0.17
23
1.30
18
4.09
6
0.40
29
15.53
19
27.36
29
19.03
24
17.23
17


Please note: all returns are absolute/ period returns. All analysis is for growth option.

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: ईएलएसएस (टैक्स सेविंग) फंड
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The season of tax-saving has started, those who planned in advance are already investing in tax saving mutual funds. For those who are still waiting and have not identified funds, this article is for them.