Use Landscape Mode
Ranked On: 28 March 2024
| Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sbi Long Term Equity Fund | 1 | |
55.14% | 26.69% | 22.65% | 16.83% | 16.92% | 56.24% | 27.52% | 23.43% | 17.60% | 17.66% | 13.34% | -10.25% | -12.35% | 8.62% | 0.95 | 0.71 | 1.32 |
| Hdfc Taxsaver | 2 | |
42.38% | 25.81% | 18.58% | 13.60% | 15.02% | 43.24% | 26.58% | 19.28% | 14.32% | 15.72% | 11.87% | -6.28% | -11.74% | 8.91% | 0.87 | 0.81 | 1.40 |
| Quant Tax Plan | 3 | |
54.92% | 25.87% | 32.73% | 23.98% | 25.24% | 56.59% | 27.82% | 34.93% | 25.59% | 26.51% | 16.60% | -12.73% | -19.99% | 15.75% | 0.88 | 0.67 | 1.25 |
| Motilal Oswal Long Term … | 4 | |
54.58% | 24.89% | 21.48% | 15.84% | % | 56.44% | 26.43% | 23.04% | 17.33% | % | 13.73% | -15.77% | -13.82% | 5.11% | 0.93 | 0.58 | 1.03 |
| Bank Of India Tax Advant… | 5 | |
50.91% | 23.77% | 26.30% | 19.55% | 18.88% | 52.45% | 25.09% | 27.68% | 20.92% | 20.36% | 14.16% | -16.59% | -15.72% | 5.72% | 0.96 | 0.56 | 1.06 |
| Franklin India Taxshield | 6 | |
42.22% | 21.59% | 18.53% | 14.53% | 16.37% | 43.41% | 22.60% | 19.57% | 15.57% | 17.43% | 12.82% | -11.97% | -13.26% | 3.73% | 0.93 | 0.52 | 1.00 |
| Parag Parikh Tax Saver F… | 7 | |
30.03% | 20.73% | % | % | % | 31.45% | 22.24% | % | % | % | 10.06% | -7.38% | -11.40% | 8.99% | 0.65 | 0.72 | 1.29 |
| Iti Long Term Equity Fund | 8 | |
51.66% | 18.41% | % | % | % | 54.42% | 20.78% | % | % | % | 12.80% | -17.82% | -11.90% | 1.58% | 0.84 | 0.43 | 0.73 |
| Nippon India Tax Saver (… | 9 | |
40.67% | 20.88% | 16.29% | 10.53% | 14.44% | 41.62% | 21.73% | 17.11% | 11.38% | 15.32% | 13.03% | -10.23% | -13.88% | 3.37% | 0.97 | 0.49 | 0.90 |
| Kotak Tax Saver Fund | 10 | |
36.26% | 20.65% | 19.78% | 15.33% | 17.77% | 37.95% | 22.23% | 21.34% | 16.79% | 19.26% | 11.42% | -9.96% | -13.60% | 3.95% | 0.82 | 0.51 | 0.97 |
| Idfc Tax Advantage (Elss… | 11 | |
33.67% | 20.53% | 20.74% | 16.26% | 17.97% | 35.20% | 21.94% | 22.12% | 17.63% | 19.39% | 12.78% | -11.04% | -18.59% | 6.02% | 0.86 | 0.51 | 1.04 |
| Jm Tax Gain Fund | 12 | |
45.80% | 22.69% | 21.40% | 16.66% | 17.99% | 47.42% | 23.87% | 22.46% | 17.64% | 19.27% | 13.37% | -14.82% | -13.70% | 2.27% | 0.94 | 0.46 | 0.86 |
| Quantum Tax Saving Fund | 13 | |
37.47% | 17.41% | 15.37% | 12.34% | % | 38.80% | 18.17% | 16.05% | 12.88% | 14.32% | 11.74% | -9.00% | -14.71% | 4.58% | 0.82 | 0.40 | 0.76 |
| Taurus Tax Shield | 14 | |
33.31% | 18.06% | 16.45% | 13.90% | 14.67% | 34.19% | 18.87% | 17.27% | 14.67% | 15.54% | 11.43% | -9.55% | -15.63% | 4.59% | 0.75 | 0.44 | 0.88 |
| Dsp Tax Saver Fund | 15 | |
39.92% | 19.84% | 20.37% | 15.74% | 18.07% | 41.20% | 20.98% | 21.52% | 16.88% | 19.15% | 12.83% | -11.23% | -14.43% | 1.94% | 0.92 | 0.46 | 0.85 |
| Union Long Term Equity F… | 16 | |
32.65% | 19.51% | 19.56% | 14.70% | 14.14% | 33.82% | 20.50% | 20.36% | 15.45% | 14.94% | 11.96% | -11.42% | -12.60% | 2.82% | 0.86 | 0.48 | 0.90 |
| Icici Prudential Long Te… | 17 | |
32.88% | 17.88% | 16.75% | 13.85% | 15.33% | 33.74% | 18.68% | 17.55% | 14.75% | 16.34% | 12.25% | -11.58% | -13.13% | 1.04% | 0.89 | 0.41 | 0.78 |
| Hsbc Tax Saver Equity Fu… | 18 | |
37.86% | 19.21% | 17.14% | 12.20% | 14.69% | 39.18% | 20.57% | 18.54% | 13.39% | 15.79% | 13.45% | -12.82% | -15.31% | 0.68% | 0.96 | 0.37 | 0.73 |
| Indiabulls Tax Savings F… | 19 | |
34.26% | 16.95% | 14.47% | % | % | 36.21% | 18.92% | 16.63% | % | % | 12.77% | -11.56% | -13.13% | -1.51% | 0.94 | 0.33 | 0.63 |
| Mahindra Manulife Elss K… | 20 | |
31.00% | 18.94% | 18.12% | 12.62% | % | 33.10% | 20.94% | 20.11% | 14.69% | % | 12.86% | -11.38% | -13.59% | 1.67% | 0.92 | 0.41 | 0.77 |
| Edelweiss Long Term Equi… | 21 | |
31.33% | 17.16% | 16.48% | 12.16% | 14.29% | 33.52% | 19.15% | 18.48% | 13.99% | 15.80% | 12.53% | -11.83% | -13.48% | -0.33% | 0.91 | 0.35 | 0.68 |
| Mirae Asset Tax Saver Fu… | 22 | |
32.51% | 17.26% | 19.95% | 16.94% | % | 33.83% | 18.60% | 21.52% | 18.48% | % | 12.18% | -11.24% | -12.90% | 0.80% | 0.89 | 0.37 | 0.70 |
| Shriram Long Term Equity… | 23 | |
34.86% | 16.58% | 15.84% | % | % | 37.09% | 18.63% | 17.96% | % | % | 12.76% | -12.36% | -13.44% | -1.19% | 0.91 | 0.33 | 0.61 |
| Tata India Tax Savings F… | 24 | |
30.08% | 17.77% | 17.03% | 13.67% | % | 31.53% | 19.18% | 18.55% | 15.14% | % | 12.79% | -10.19% | -13.28% | 2.82% | 0.93 | 0.37 | 0.69 |
| Baroda Bnp Paribas Elss … | 25 | |
40.38% | % | % | % | % | 42.05% | % | % | % | % | % | % | % | % | |||
| Canara Robeco Equity Tax… | 26 | |
29.30% | 16.73% | 19.60% | 16.26% | 16.34% | 30.80% | 18.22% | 21.02% | 17.52% | 17.41% | 12.50% | -12.90% | -12.02% | 0.48% | 0.92 | 0.36 | 0.66 |
| Invesco India Tax Plan | 27 | |
37.45% | 16.76% | 17.44% | 14.63% | 16.57% | 39.10% | 18.20% | 18.88% | 16.14% | 18.23% | 13.36% | -17.68% | -16.17% | -0.99% | 0.93 | 0.29 | 0.58 |
| Sundaram Diversified Equ… | 28 | |
25.30% | 16.84% | 14.71% | 10.76% | 14.04% | 26.03% | 17.51% | 15.29% | 11.34% | 14.58% | 12.16% | -9.16% | -11.38% | 0.36% | 0.88 | 0.38 | 0.68 |
| Pgim India Elss Tax Save… | 29 | |
20.44% | 15.79% | 16.95% | 13.22% | % | 22.25% | 17.44% | 18.58% | 14.95% | % | 11.67% | -10.36% | -13.90% | 1.88% | 0.81 | 0.38 | 0.73 |
| Lic Mf Tax Plan | 30 | |
28.83% | 16.70% | 15.51% | 12.97% | 14.32% | 30.24% | 18.02% | 16.84% | 14.30% | 15.51% | 12.29% | -12.86% | -12.03% | -0.12% | 0.84 | 0.34 | 0.62 |
| Uti Long Term Equity Fun… | 31 | |
28.98% | 14.90% | 16.89% | 12.84% | 14.25% | 30.30% | 16.05% | 18.04% | 13.91% | 15.34% | 12.59% | -14.61% | -14.32% | -1.89% | 0.87 | 0.26 | 0.48 |
| Sundaram Tax Savings Fund | 32 | |
32.30% | % | % | % | % | 33.02% | % | % | % | % | % | % | % | % | |||
| Aditya Birla Sun Life Ta… | 33 | |
30.43% | 11.21% | 11.59% | 10.13% | 14.26% | 31.45% | 12.10% | 12.57% | 11.16% | 15.28% | 11.69% | -13.67% | -14.07% | -5.63% | 0.84 | 0.10 | 0.17 |
| Navi Elss Tax Saver Fund | 34 | |
26.42% | 14.72% | 13.37% | 10.64% | % | 28.86% | 16.93% | 15.47% | 12.65% | % | 12.23% | -13.92% | -14.83% | -1.25% | 0.88 | 0.25 | 0.49 |
| Axis Long Term Equity Fu… | 35 | |
27.46% | 10.91% | 14.61% | 13.18% | 15.69% | 28.42% | 11.80% | 15.54% | 14.18% | 16.82% | 15.57% | -22.81% | -20.17% | -7.38% | 1.03 | 0.14 | 0.23 |
Return Calculated On: 08 May 2024
Ratios Calculated On: 28 March 2024
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Aditya Birla Sun Life Tax Relief '96 | 15651.6 | 13736.35 | 49510.8 | 44945.6 | 103818.0 | 84833.64 | 165018.0 | 126640.0 | 454980.0 | 218311.56 | 1491948.0 | 509333.04 |
| Baroda BNP Paribas Elss Fund | 16845.6 | 14393.45 | ||||||||||
| Bank Of India Tax Advantage Fund | 18109.2 | 15113.59 | 68256.0 | 53842.03 | 192846.0 | 119609.82 | 293244.0 | 192852.49 | 676704.0 | 346338.24 | 2242530.0 | 771398.1 |
| Canara Robeco Equity Tax Saver Fund | 15516.0 | 13705.79 | 57258.0 | 46537.34 | 146826.0 | 99239.4 | 241172.4 | 161731.92 | 544896.0 | 285726.36 | 2077704.0 | 649533.06 |
| DSP Tax Saver Fund | 16790.4 | 14302.99 | 61966.8 | 49878.29 | 151590.0 | 106660.2 | 233696.4 | 169286.71 | 631908.0 | 302371.68 | 2312802.0 | 733072.5 |
| Edelweiss Long Term Equity Fund (Tax Savings) | 15759.6 | 13775.87 | 57891.6 | 47214.18 | 128664.0 | 96450.78 | 187538.4 | 147536.93 | 456384.0 | 248320.44 | 1416258.0 | 547813.26 |
| Navi Elss Tax Saver Fund | 15170.4 | 13223.02 | 54352.8 | 44954.89 | 112350.0 | 89264.58 | 170528.4 | 135180.02 | ||||
| Franklin India Taxshield | 17066.4 | 14328.7 | 64717.2 | 50975.86 | 140400.0 | 108093.9 | 217072.8 | 165605.33 | 546336.0 | 280010.52 | 2016378.0 | 658473.66 |
| HDFC Taxsaver | 17085.6 | 14397.89 | 71690.4 | 52992.58 | 140652.0 | 111734.4 | 205136.4 | 167730.44 | 486264.0 | 279209.4 | 1853460.0 | 607874.76 |
| HSBC Tax Saver Equity Fund | 16543.2 | 14127.29 | 60980.4 | 48446.1 | 132312.0 | 99467.1 | 188059.2 | 150993.61 | 472716.0 | 257042.16 | 1681758.0 | 581430.78 |
| ICICI Prudential Long Term Equity Fund (Tax Saving) | 15945.6 | 13825.96 | 58971.6 | 47325.78 | 130140.0 | 98896.62 | 208294.8 | 154472.64 | 499680.0 | 263268.96 | 622853.1 | |
| IDFC Tax Advantage (Elss) Fund | 16040.4 | 13762.76 | 63039.6 | 48867.91 | 153942.0 | 110381.7 | 241214.4 | 171487.01 | 626544.0 | 305609.52 | 2192238.0 | 737819.82 |
| Indiabulls Tax Savings Fund | 16111.2 | 14050.82 | 57589.2 | 47718.32 | 117936.0 | 93402.48 | ||||||
| Invesco India Tax Plan | 16494.0 | 13972.25 | 57312.0 | 47507.44 | 134034.0 | 96959.04 | 218458.8 | 151819.67 | 555972.0 | 266917.32 | 2176974.0 | 649693.98 |
| ITI Long Term Equity Fund | 18199.2 | 15134.99 | 59767.2 | 53040.56 | ||||||||
| JM Tax Gain Fund | 17496.0 | 14702.69 | 66488.4 | 52197.37 | 158214.0 | 110415.78 | 247018.8 | 175023.41 | 627660.0 | 312326.52 | 1599786.0 | 695464.2 |
| Kotak Tax Saver Fund | 16351.2 | 14278.1 | 63216.0 | 50089.14 | 147966.0 | 105861.3 | 227976.0 | 167784.37 | 615792.0 | 296034.0 | 1812582.0 | 657763.74 |
| LIC Mf Tax Plan | 15459.6 | 13626.67 | 57211.2 | 46349.68 | 123372.0 | 92771.64 | 197265.6 | 143273.76 | 457320.0 | 244558.68 | 1215936.0 | 521763.48 |
| Mahindra Manulife Elss Kar Bachat Yojana | 15720.0 | 13719.72 | 60573.6 | 47487.28 | 137940.0 | 101081.28 | 193040.4 | 154462.98 | ||||
| Mirae Asset Tax Saver Fund | 15901.2 | 13824.94 | 58050.0 | 47353.82 | 148980.0 | 101693.16 | 251235.6 | 164696.45 | ||||
| Motilal Oswal Long Term Equity Fund (Moflte) | 18549.6 | 15327.74 | 70117.2 | 55595.95 | 158748.0 | 115204.38 | 235166.4 | 176649.06 | ||||
| Parag Parikh Tax Saver Fund | 15603.6 | 13765.81 | 63356.4 | 48825.58 | ||||||||
| Quant Tax Plan | 18590.4 | 15294.68 | 71784.0 | 55140.3 | 247200.0 | 142877.04 | 378210.0 | 241179.62 | 1139292.0 | 466031.04 | 2315250.0 | 1018896.66 |
| Nippon India Tax Saver (Elss) Fund | 16880.4 | 14349.13 | 63586.8 | 50485.75 | 127626.0 | 105732.54 | 169293.6 | 152808.68 | 462156.0 | 244749.24 | 1822014.0 | 579920.4 |
| SBI Long Term Equity Fund | 18616.8 | 15199.38 | 73209.6 | 56951.24 | 166512.0 | 121827.9 | 249488.4 | 188363.03 | 572976.0 | 315763.56 | 1910628.0 | 700993.98 |
| Shriram Long Term Equity Fund | 16183.2 | 14051.78 | 57042.0 | 47627.68 | 125142.0 | 93625.26 | ||||||
| Sundaram Diversified Equity | 15036.0 | 13316.1 | 57423.6 | 45655.7 | 119160.0 | 93884.1 | 171729.6 | 140995.51 | 446496.0 | 238667.52 | 1309788.0 | 511755.12 |
| Sundaram Tax Savings Fund | 15876.0 | 13808.78 | ||||||||||
| Tata India Tax Savings Fund | 15609.6 | 13558.76 | 58806.0 | 46896.88 | 131712.0 | 96856.08 | 205926.0 | 150902.81 | ||||
| Taurus Tax Shield | 15997.2 | 13853.2 | 59230.8 | 48818.56 | 128508.0 | 98271.24 | 208916.4 | 151067.28 | 471588.0 | 262347.12 | 1531260.0 | 551106.9 |
| Union Long Term Equity Fund | 15918.0 | 13701.62 | 61452.0 | 47687.11 | 146592.0 | 101844.54 | 219366.0 | 161231.87 | 450372.0 | 267636.72 | ||
| UTI Long Term Equity Fund (Tax Saving) | 15477.6 | 13535.39 | 54601.2 | 45108.86 | 130932.0 | 93916.62 | 195686.4 | 146400.66 | 454884.0 | 249521.4 | 1379772.0 | 533089.44 |
| PGIM India Elss Tax Saver Fund | 14452.8 | 13101.38 | 55882.8 | 44540.39 | 131268.0 | 95148.12 | 200348.4 | 148565.09 | ||||
| Quantum Tax Saving Fund | 16496.4 | 14182.04 | 58266.0 | 49152.74 | 122628.0 | 100595.46 | 189630.0 | 151243.26 | ||||
| Axis Long Term Equity Fund | 15295.2 | 13688.28 | 49114.8 | 44080.13 | 118626.0 | 86440.86 | 199861.2 | 136373.75 | 515460.0 | 241424.76 | ||
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Aditya Birla Sun Life Tax Relief '96 | 15774.0 | 13795.49 | 50716.8 | 45510.34 | 108438.0 | 86785.98 | 176181.6 | 130949.45 | 497628.0 | 230209.68 | ||
| Baroda BNP Paribas Elss Fund | 17046.0 | 14490.83 | ||||||||||
| Bank Of India Tax Advantage Fund | 18294.0 | 15202.5 | 70470.0 | 54804.28 | 203604.0 | 123557.16 | 317587.2 | 201886.27 | 765684.0 | 372208.2 | ||
| Canara Robeco Equity Tax Saver Fund | 15696.0 | 13794.92 | 59486.4 | 47479.64 | 155742.0 | 102884.16 | 260106.0 | 169759.63 | 597432.0 | 304779.48 | ||
| DSP Tax Saver Fund | 16944.0 | 14377.92 | 63741.6 | 50646.89 | 158976.0 | 109669.32 | 250370.4 | 176047.79 | 692136.0 | 320601.6 | ||
| Edelweiss Long Term Equity Fund (Tax Savings) | 16022.4 | 13905.68 | 60894.0 | 48522.2 | 140064.0 | 101277.36 | 210033.6 | 157791.65 | 520452.0 | 271918.68 | ||
| Navi Elss Tax Saver Fund | 15463.2 | 13367.77 | 57556.8 | 46372.03 | 123186.0 | 94219.02 | 193334.4 | 145499.34 | ||||
| Franklin India Taxshield | 17209.2 | 14393.56 | 66348.0 | 51676.6 | 146658.0 | 110807.94 | 231302.4 | 171502.21 | 598188.0 | 295342.44 | ||
| HDFC Taxsaver | 17188.8 | 14447.57 | 73004.4 | 53536.54 | 144894.0 | 113719.68 | 214351.2 | 171822.5 | 516720.0 | 289446.48 | ||
| HSBC Tax Saver Equity Fund | 16701.6 | 14199.86 | 63100.8 | 49298.36 | 140424.0 | 102821.22 | 202490.4 | 157920.76 | 519864.0 | 273412.2 | ||
| ICICI Prudential Long Term Equity Fund (Tax Saving) | 16048.8 | 13877.16 | 60181.2 | 47829.67 | 134688.0 | 100833.54 | 220105.2 | 158922.12 | 545316.0 | 276096.36 | ||
| IDFC Tax Advantage (Elss) Fund | 16224.0 | 13852.66 | 65278.8 | 49813.6 | 162942.0 | 114252.66 | 261710.4 | 179814.77 | 706140.0 | 328153.2 | ||
| Indiabulls Tax Savings Fund | 16345.2 | 14165.83 | 60544.8 | 48964.25 | 129480.0 | 98478.18 | ||||||
| Invesco India Tax Plan | 16692.0 | 14069.18 | 59446.8 | 48442.9 | 142440.0 | 100428.24 | 239475.6 | 159695.93 | 640560.0 | 289459.68 | ||
| ITI Long Term Equity Fund | 18530.4 | 15294.16 | 63421.2 | 54704.05 | ||||||||
| JM Tax Gain Fund | 17690.4 | 14801.75 | 68414.4 | 53085.02 | 165258.0 | 113480.34 | 261912.0 | 181496.36 | 699084.0 | 331671.96 | ||
| Kotak Tax Saver Fund | 16554.0 | 14378.21 | 65743.2 | 51159.1 | 157806.0 | 109980.66 | 248950.8 | 176814.37 | 698448.0 | 320225.52 | ||
| LIC Mf Tax Plan | 15628.8 | 13714.97 | 59187.6 | 47186.1 | 130662.0 | 95845.38 | 214065.6 | 150003.08 | 507636.0 | 261307.92 | ||
| Mahindra Manulife Elss Kar Bachat Yojana | 15972.0 | 13843.22 | 63684.0 | 48787.42 | 149976.0 | 106155.54 | 219231.6 | 165443.04 | ||||
| Mirae Asset Tax Saver Fund | 16059.6 | 13901.8 | 60051.6 | 48185.68 | 159030.0 | 105356.4 | 275209.2 | 173606.5 | ||||
| Motilal Oswal Long Term Equity Fund (Moflte) | 18772.8 | 15434.45 | 72745.2 | 56723.62 | 169194.0 | 119469.06 | 257065.2 | 185812.54 | ||||
| Parag Parikh Tax Saver Fund | 15774.0 | 13851.02 | 65761.2 | 49801.72 | ||||||||
| Quant Tax Plan | 18790.8 | 15385.67 | 75178.8 | 56372.44 | 268368.0 | 150291.12 | 414044.4 | 257614.14 | 1260132.0 | 504523.92 | ||
| Nippon India Tax Saver (Elss) Fund | 16994.4 | 14404.1 | 64936.8 | 51061.54 | 132150.0 | 107904.6 | 178584.0 | 157091.51 | 499080.0 | 255336.72 | ||
| SBI Long Term Equity Fund | 18748.8 | 15261.16 | 74653.2 | 57595.5 | 171912.0 | 124205.52 | 261240.0 | 193393.96 | 610272.0 | 328075.32 | ||
| Shriram Long Term Equity Fund | 16450.8 | 14182.0 | 60102.0 | 48968.93 | 137034.0 | 98439.18 | ||||||
| Sundaram Diversified Equity | 15123.6 | 13359.06 | 58420.8 | 46084.93 | 122208.0 | 95376.06 | 178172.4 | 143953.91 | 468084.0 | 245858.04 | ||
| Sundaram Tax Savings Fund | 15962.4 | 13851.42 | ||||||||||
| Tata India Tax Savings Fund | 15783.6 | 13644.14 | 60937.2 | 47797.67 | 140502.0 | 100365.48 | 225397.2 | 158830.9 | ||||
| Taurus Tax Shield | 16102.8 | 13906.33 | 60465.6 | 49362.8 | 133086.0 | 100230.12 | 218937.6 | 155278.7 | 508584.0 | 273867.84 | ||
| Union Long Term Equity Fund | 16058.4 | 13769.93 | 62982.0 | 48362.94 | 151542.0 | 104176.8 | 229689.6 | 165913.52 | 482808.0 | 279000.84 | ||
| UTI Long Term Equity Fund (Tax Saving) | 15636.0 | 13615.04 | 56271.6 | 45857.77 | 137484.0 | 96678.24 | 209092.8 | 152291.33 | 500124.0 | 264234.84 | ||
| PGIM India Elss Tax Saver Fund | 14670.0 | 13211.94 | 58316.4 | 45621.65 | 140658.0 | 99134.88 | 222742.8 | 157516.88 | ||||
| Quantum Tax Saving Fund | 16656.0 | 14267.27 | 59410.8 | 49761.86 | 126276.0 | 102485.52 | 196148.4 | 154777.06 | 457416.0 | 260073.12 | 1864944.0 | 579052.98 |
| Axis Long Term Equity Fund | 15410.4 | 13746.44 | 50310.0 | 44623.76 | 123552.0 | 88413.3 | 212578.8 | 140994.84 | 568248.0 | 254817.96 | ||
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
-14.07 | -13.67 | -5.03 | 11.69 | 8.18 |
| Baroda Bnp Paribas Elss Fund |
|||||
| Bank Of India Tax Advantage Fund |
-15.72 | -16.59 | -5.83 | 14.16 | 10.24 |
| Canara Robeco Equity Tax Saver Fund |
-12.02 | -12.90 | -4.27 | 12.50 | 8.41 |
| Dsp Tax Saver Fund |
-14.43 | -11.23 | -5.61 | 12.83 | 8.93 |
| Edelweiss Long Term Equity Fund (Tax Savings) |
-13.48 | -11.83 | -4.49 | 12.53 | 8.79 |
| Navi Elss Tax Saver Fund |
-14.83 | -13.92 | -5.36 | 12.23 | 8.71 |
| Franklin India Taxshield |
-13.26 | -11.97 | -4.70 | 12.82 | 9.17 |
| Hdfc Taxsaver |
-11.74 | -6.28 | -3.05 | 11.87 | 8.35 |
| Hsbc Tax Saver Equity Fund |
-15.31 | -12.82 | -5.24 | 13.45 | 9.63 |
| Icici Prudential Long Term Equity Fund (Tax Saving) |
-13.13 | -11.58 | -4.68 | 12.25 | 8.57 |
| Idfc Tax Advantage (Elss) Fund |
-18.59 | -11.04 | -5.19 | 12.78 | 9.55 |
| Indiabulls Tax Savings Fund |
-13.13 | -11.56 | -5.19 | 12.77 | 8.76 |
| Invesco India Tax Plan |
-16.17 | -17.68 | -4.53 | 13.36 | 9.68 |
| Iti Long Term Equity Fund |
-11.90 | -17.82 | -9.27 | 12.80 | 8.12 |
| Jm Tax Gain Fund |
-13.70 | -14.82 | -5.03 | 13.37 | 9.34 |
| Kotak Tax Saver Fund |
-13.60 | -9.96 | -3.27 | 11.42 | 8.11 |
| Lic Mf Tax Plan |
-12.03 | -12.86 | -4.83 | 12.29 | 8.22 |
| Mahindra Manulife Elss Kar Bachat Yojana |
-13.59 | -11.38 | -4.15 | 12.86 | 8.94 |
| Mirae Asset Tax Saver Fund |
-12.90 | -11.24 | -4.41 | 12.18 | 8.50 |
| Motilal Oswal Long Term Equity Fund (Moflte) |
-13.82 | -15.77 | -6.06 | 13.73 | 9.32 |
| Parag Parikh Tax Saver Fund |
-11.40 | -7.38 | -2.58 | 10.06 | 7.11 |
| Quant Tax Plan |
-19.99 | -12.73 | -7.06 | 16.60 | 11.74 |
| Nippon India Tax Saver (Elss) Fund |
-13.88 | -10.23 | -4.86 | 13.03 | 9.05 |
| Sbi Long Term Equity Fund |
-12.35 | -10.25 | -4.42 | 13.34 | 9.66 |
| Shriram Long Term Equity Fund |
-13.44 | -12.36 | -4.35 | 12.76 | 8.65 |
| Sundaram Diversified Equity |
-11.38 | -9.16 | -3.52 | 12.16 | 8.20 |
| Sundaram Tax Savings Fund |
|||||
| Tata India Tax Savings Fund |
-13.28 | -10.19 | -4.82 | 12.79 | 8.79 |
| Taurus Tax Shield |
-15.63 | -9.55 | -3.55 | 11.43 | 8.26 |
| Union Long Term Equity Fund |
-12.60 | -11.42 | -4.43 | 11.96 | 8.43 |
| Uti Long Term Equity Fund (Tax Saving) |
-14.32 | -14.61 | -4.26 | 12.59 | 8.54 |
| Pgim India Elss Tax Saver Fund |
-13.90 | -10.36 | -4.28 | 11.67 | 8.19 |
| Quantum Tax Saving Fund |
-14.71 | -9.00 | -3.90 | 11.74 | 8.18 |
| Axis Long Term Equity Fund |
-20.17 | -22.81 | -8.05 | 15.57 | 10.26 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
0.17
|
0.10
|
0.41
|
0.39
|
-5.63
|
0.84 |
0.91
|
0.02
|
0.85
|
-8.4877
|
| Baroda Bnp Paribas Elss Fund |
|
|
|
|
|
|
|
|
|
|
| Bank Of India Tax Advantage Fund |
1.06
|
0.56
|
0.89
|
0.38
|
5.72
|
0.96 |
0.80
|
0.16
|
1.78
|
4.9079
|
| Canara Robeco Equity Tax Saver Fund |
0.66
|
0.36
|
0.72
|
0.40
|
0.48
|
0.92 |
0.92
|
0.09
|
1.37
|
-0.8006
|
| Dsp Tax Saver Fund |
0.85
|
0.46
|
0.91
|
0.38
|
1.94
|
0.92 |
0.90
|
0.12
|
1.57
|
0.5358
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
0.68
|
0.35
|
0.77
|
0.38
|
-0.33
|
0.91 |
0.91
|
0.09
|
1.40
|
-2.0376
|
| Navi Elss Tax Saver Fund |
0.49
|
0.25
|
0.58
|
0.39
|
-1.25
|
0.88 |
0.87
|
0.07
|
1.19
|
-3.2726
|
| Franklin India Taxshield |
1.00
|
0.52
|
0.97
|
0.38
|
3.73
|
0.93 |
0.92
|
0.14
|
1.72
|
2.4782
|
| Hdfc Taxsaver |
1.40
|
0.81
|
1.55
|
0.38
|
8.91
|
0.87 |
0.94
|
0.19
|
2.11
|
6.5525
|
| Hsbc Tax Saver Equity Fund |
0.73
|
0.37
|
0.79
|
0.39
|
0.68
|
0.96 |
0.90
|
0.10
|
1.46
|
-0.0351
|
| Icici Prudential Long Term Equity Fund (Tax Saving) |
0.78
|
0.41
|
0.82
|
0.38
|
1.04
|
0.89 |
0.92
|
0.11
|
1.50
|
-0.9829
|
| Idfc Tax Advantage (Elss) Fund |
1.04
|
0.51
|
1.03
|
0.37
|
6.02
|
0.86 |
0.81
|
0.15
|
1.77
|
3.6442
|
| Indiabulls Tax Savings Fund |
0.63
|
0.33
|
0.75
|
0.38
|
-1.51
|
0.94 |
0.95
|
0.09
|
1.34
|
-2.6463
|
| Invesco India Tax Plan |
0.58
|
0.29
|
0.57
|
0.37
|
-0.99
|
0.93 |
0.85
|
0.08
|
1.30
|
-2.3021
|
| Iti Long Term Equity Fund |
0.73
|
0.43
|
0.63
|
0.41
|
1.58
|
0.84 |
0.76
|
0.11
|
1.44
|
-1.2611
|
| Jm Tax Gain Fund |
0.86
|
0.46
|
0.80
|
0.40
|
2.27
|
0.94 |
0.86
|
0.12
|
1.59
|
1.1484
|
| Kotak Tax Saver Fund |
0.97
|
0.51
|
0.97
|
0.40
|
3.95
|
0.82 |
0.90
|
0.14
|
1.69
|
0.6927
|
| Lic Mf Tax Plan |
0.62
|
0.34
|
0.69
|
0.41
|
-0.12
|
0.84 |
0.82
|
0.09
|
1.34
|
-3.0250
|
| Mahindra Manulife Elss Kar Bachat Yojana |
0.77
|
0.41
|
0.85
|
0.39
|
1.67
|
0.92 |
0.91
|
0.11
|
1.50
|
0.2788
|
| Mirae Asset Tax Saver Fund |
0.70
|
0.37
|
0.79
|
0.36
|
0.80
|
0.89 |
0.94
|
0.10
|
1.43
|
-1.1734
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
1.03
|
0.58
|
0.88
|
0.41
|
5.11
|
0.93 |
0.81
|
0.15
|
1.75
|
3.8894
|
| Parag Parikh Tax Saver Fund |
1.29
|
0.72
|
1.24
|
0.38
|
8.99
|
0.65 |
0.74
|
0.20
|
2.01
|
2.7233
|
| Quant Tax Plan |
1.25
|
0.67
|
1.31
|
0.35
|
15.75
|
0.88 |
0.47
|
0.24
|
1.93
|
13.9160
|
| Nippon India Tax Saver (Elss) Fund |
0.90
|
0.49
|
1.00
|
0.38
|
3.37
|
0.97 |
0.94
|
0.12
|
1.61
|
2.9114
|
| Sbi Long Term Equity Fund |
1.32
|
0.71
|
1.31
|
0.39
|
8.62
|
0.95 |
0.89
|
0.19
|
2.03
|
7.6786
|
| Shriram Long Term Equity Fund |
0.61
|
0.33
|
0.71
|
0.39
|
-1.19
|
0.91 |
0.89
|
0.09
|
1.33
|
-2.8543
|
| Sundaram Diversified Equity |
0.68
|
0.38
|
0.86
|
0.38
|
0.36
|
0.88 |
0.94
|
0.09
|
1.41
|
-1.6502
|
| Sundaram Tax Savings Fund |
|
|
|
|
|
|
|
|
|
|
| Tata India Tax Savings Fund |
0.69
|
0.37
|
0.84
|
0.38
|
2.82
|
0.93 |
0.88
|
0.09
|
1.39
|
1.7964
|
| Taurus Tax Shield |
0.88
|
0.44
|
0.94
|
0.37
|
4.59
|
0.75 |
0.77
|
0.13
|
1.61
|
0.2373
|
| Union Long Term Equity Fund |
0.90
|
0.48
|
0.89
|
0.38
|
2.82
|
0.86 |
0.91
|
0.13
|
1.62
|
0.3188
|
| Uti Long Term Equity Fund (Tax Saving) |
0.48
|
0.26
|
0.57
|
0.41
|
-1.89
|
0.87 |
0.85
|
0.07
|
1.19
|
-4.0932
|
| Pgim India Elss Tax Saver Fund |
0.73
|
0.38
|
0.82
|
0.39
|
1.88
|
0.81 |
0.85
|
0.11
|
1.45
|
-1.4576
|
| Quantum Tax Saving Fund |
0.76
|
0.40
|
0.90
|
0.37
|
4.58
|
0.82 |
0.82
|
0.11
|
1.46
|
1.9454
|
| Axis Long Term Equity Fund |
0.23
|
0.14
|
0.35
|
0.42
|
-7.38
|
1.03 |
0.78
|
0.03
|
0.94
|
-6.7956
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
0.46%
|
-1.54%
|
0.48%
|
4.74%
|
17.75%
|
30.43%
|
11.21%
|
11.59%
|
10.13%
|
14.26%
|
15.14%
|
| Baroda BNP Paribas Elss Fund |
0.36%
|
-2.33%
|
0.64%
|
5.63%
|
23.14%
|
40.38%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
1.10%
|
-2.50%
|
0.30%
|
6.34%
|
30.82%
|
50.91%
|
23.77%
|
26.30%
|
19.55%
|
18.88%
|
18.31%
|
| Canara Robeco Equity Tax Saver Fund |
0.35%
|
-1.48%
|
0.10%
|
3.95%
|
17.65%
|
29.30%
|
16.73%
|
19.60%
|
16.26%
|
16.34%
|
17.71%
|
| DSP Tax Saver Fund |
0.54%
|
-1.40%
|
1.41%
|
4.51%
|
23.12%
|
39.92%
|
19.84%
|
20.37%
|
15.74%
|
18.07%
|
18.56%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
0.20%
|
-2.04%
|
-0.90%
|
3.79%
|
18.33%
|
31.33%
|
17.16%
|
16.48%
|
12.16%
|
14.29%
|
14.74%
|
| Navi Elss Tax Saver Fund |
0.39%
|
-0.98%
|
-0.25%
|
1.32%
|
12.36%
|
26.42%
|
14.72%
|
13.37%
|
10.64%
|
%
|
%
|
| Franklin India Taxshield |
0.45%
|
-1.26%
|
0.17%
|
5.40%
|
20.92%
|
42.22%
|
21.59%
|
18.53%
|
14.53%
|
16.37%
|
17.48%
|
| HDFC Taxsaver |
0.21%
|
-1.45%
|
0.15%
|
5.31%
|
23.57%
|
42.38%
|
25.81%
|
18.58%
|
13.60%
|
15.02%
|
16.82%
|
| HSBC Tax Saver Equity Fund |
-0.04%
|
-2.57%
|
0.40%
|
4.39%
|
20.01%
|
37.86%
|
19.21%
|
17.14%
|
12.20%
|
14.69%
|
16.06%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
0.37%
|
-1.39%
|
-0.38%
|
4.19%
|
18.00%
|
32.88%
|
17.88%
|
16.75%
|
13.85%
|
15.33%
|
%
|
| IDFC Tax Advantage (Elss) Fund |
0.31%
|
-1.42%
|
-1.07%
|
3.01%
|
17.70%
|
33.67%
|
20.53%
|
20.74%
|
16.26%
|
17.97%
|
18.13%
|
| Indiabulls Tax Savings Fund |
0.55%
|
-1.93%
|
-0.97%
|
3.21%
|
21.03%
|
34.26%
|
16.95%
|
14.47%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
0.41%
|
-2.01%
|
-0.52%
|
2.65%
|
18.11%
|
37.45%
|
16.76%
|
17.44%
|
14.63%
|
16.57%
|
18.08%
|
| ITI Long Term Equity Fund |
0.63%
|
-2.11%
|
2.51%
|
6.85%
|
27.17%
|
51.66%
|
18.41%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
0.93%
|
-2.14%
|
2.72%
|
7.85%
|
25.22%
|
45.80%
|
22.69%
|
21.40%
|
16.66%
|
17.99%
|
15.68%
|
| Kotak Tax Saver Fund |
0.78%
|
-1.98%
|
1.06%
|
8.98%
|
22.12%
|
36.26%
|
20.65%
|
19.78%
|
15.33%
|
17.77%
|
16.65%
|
| LIC Mf Tax Plan |
0.17%
|
-1.17%
|
1.10%
|
7.16%
|
14.62%
|
28.83%
|
16.70%
|
15.51%
|
12.97%
|
14.32%
|
13.58%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
0.32%
|
-0.96%
|
0.29%
|
4.57%
|
17.63%
|
31.00%
|
18.94%
|
18.12%
|
12.62%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
0.63%
|
-1.19%
|
-0.12%
|
5.00%
|
18.84%
|
32.51%
|
17.26%
|
19.95%
|
16.94%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
0.68%
|
-1.85%
|
2.38%
|
9.26%
|
29.21%
|
54.58%
|
24.89%
|
21.48%
|
15.84%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
0.27%
|
-0.44%
|
0.51%
|
2.37%
|
16.33%
|
30.03%
|
20.73%
|
%
|
%
|
%
|
%
|
| Quant Tax Plan |
1.23%
|
-1.90%
|
-0.37%
|
5.06%
|
31.73%
|
54.92%
|
25.87%
|
32.73%
|
23.98%
|
25.24%
|
18.56%
|
| Nippon India Tax Saver (Elss) Fund |
0.74%
|
-1.86%
|
1.20%
|
5.51%
|
22.65%
|
40.67%
|
20.88%
|
16.29%
|
10.53%
|
14.44%
|
16.69%
|
| SBI Long Term Equity Fund |
0.44%
|
-1.66%
|
0.10%
|
5.65%
|
31.08%
|
55.14%
|
26.69%
|
22.65%
|
16.83%
|
16.92%
|
17.06%
|
| Shriram Long Term Equity Fund |
1.09%
|
-2.40%
|
0.04%
|
0.19%
|
20.98%
|
34.86%
|
16.58%
|
15.84%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
0.25%
|
-1.50%
|
-0.97%
|
3.86%
|
13.62%
|
25.30%
|
16.84%
|
14.71%
|
10.76%
|
14.04%
|
14.15%
|
| Sundaram Tax Savings Fund |
0.29%
|
-1.43%
|
0.10%
|
6.69%
|
17.66%
|
32.30%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
0.07%
|
-2.32%
|
-0.78%
|
2.63%
|
15.98%
|
30.08%
|
17.77%
|
17.03%
|
13.67%
|
%
|
%
|
| Taurus Tax Shield |
0.16%
|
-1.33%
|
-1.05%
|
0.18%
|
19.92%
|
33.31%
|
18.06%
|
16.45%
|
13.90%
|
14.67%
|
15.34%
|
| Union Long Term Equity Fund |
0.16%
|
-1.96%
|
-1.00%
|
2.78%
|
16.17%
|
32.65%
|
19.51%
|
19.56%
|
14.70%
|
14.14%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
0.16%
|
-1.16%
|
0.63%
|
3.99%
|
14.41%
|
28.98%
|
14.90%
|
16.89%
|
12.84%
|
14.25%
|
14.54%
|
| PGIM India Elss Tax Saver Fund |
0.40%
|
-1.46%
|
-0.49%
|
3.93%
|
11.23%
|
20.44%
|
15.79%
|
16.95%
|
13.22%
|
%
|
%
|
| Quantum Tax Saving Fund |
0.40%
|
-0.75%
|
0.41%
|
4.50%
|
22.36%
|
37.47%
|
17.41%
|
15.37%
|
12.34%
|
%
|
%
|
| Axis Long Term Equity Fund |
-0.09%
|
-1.57%
|
-2.48%
|
6.87%
|
17.30%
|
27.46%
|
10.91%
|
14.61%
|
13.18%
|
15.69%
|
%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
0.47%
|
-1.52%
|
0.54%
|
4.93%
|
18.19%
|
31.45%
|
12.10%
|
12.57%
|
11.16%
|
15.28%
|
%
|
| Baroda BNP Paribas Elss Fund |
0.36%
|
-2.32%
|
0.74%
|
5.94%
|
23.87%
|
42.05%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
1.11%
|
-2.48%
|
0.39%
|
6.62%
|
31.48%
|
52.45%
|
25.09%
|
27.68%
|
20.92%
|
20.36%
|
%
|
| Canara Robeco Equity Tax Saver Fund |
0.36%
|
-1.47%
|
0.20%
|
4.23%
|
18.32%
|
30.80%
|
18.22%
|
21.02%
|
17.52%
|
17.41%
|
%
|
| DSP Tax Saver Fund |
0.54%
|
-1.38%
|
1.48%
|
4.74%
|
23.69%
|
41.20%
|
20.98%
|
21.52%
|
16.88%
|
19.15%
|
%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
0.20%
|
-2.02%
|
-0.77%
|
4.21%
|
19.32%
|
33.52%
|
19.15%
|
18.48%
|
13.99%
|
15.80%
|
%
|
| Navi Elss Tax Saver Fund |
0.40%
|
-0.95%
|
-0.10%
|
1.79%
|
13.47%
|
28.86%
|
16.93%
|
15.47%
|
12.65%
|
%
|
%
|
| Franklin India Taxshield |
0.45%
|
-1.25%
|
0.23%
|
5.59%
|
21.38%
|
43.41%
|
22.60%
|
19.57%
|
15.57%
|
17.43%
|
%
|
| HDFC Taxsaver |
0.21%
|
-1.44%
|
0.20%
|
5.46%
|
23.94%
|
43.24%
|
26.58%
|
19.28%
|
14.32%
|
15.72%
|
%
|
| HSBC Tax Saver Equity Fund |
-0.04%
|
-2.56%
|
0.47%
|
4.61%
|
20.52%
|
39.18%
|
20.57%
|
18.54%
|
13.39%
|
15.79%
|
%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
0.37%
|
-1.38%
|
-0.32%
|
4.36%
|
18.38%
|
33.74%
|
18.68%
|
17.55%
|
14.75%
|
16.34%
|
%
|
| IDFC Tax Advantage (Elss) Fund |
0.31%
|
-1.41%
|
-0.98%
|
3.30%
|
18.38%
|
35.20%
|
21.94%
|
22.12%
|
17.63%
|
19.39%
|
%
|
| Indiabulls Tax Savings Fund |
0.54%
|
-1.88%
|
-0.88%
|
3.62%
|
21.93%
|
36.21%
|
18.92%
|
16.63%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
0.41%
|
-1.99%
|
-0.42%
|
2.96%
|
18.83%
|
39.10%
|
18.20%
|
18.88%
|
16.14%
|
18.23%
|
%
|
| ITI Long Term Equity Fund |
0.63%
|
-2.09%
|
2.67%
|
7.33%
|
28.32%
|
54.42%
|
20.78%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
0.93%
|
-2.12%
|
2.83%
|
8.22%
|
25.99%
|
47.42%
|
23.87%
|
22.46%
|
17.64%
|
19.27%
|
%
|
| Kotak Tax Saver Fund |
0.78%
|
-1.96%
|
1.16%
|
9.30%
|
22.87%
|
37.95%
|
22.23%
|
21.34%
|
16.79%
|
19.26%
|
%
|
| LIC Mf Tax Plan |
0.18%
|
-1.15%
|
1.19%
|
7.53%
|
15.31%
|
30.24%
|
18.02%
|
16.84%
|
14.30%
|
15.51%
|
%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
0.33%
|
-0.93%
|
0.42%
|
4.99%
|
18.56%
|
33.10%
|
20.94%
|
20.11%
|
14.69%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
0.63%
|
-1.18%
|
-0.04%
|
5.25%
|
19.42%
|
33.83%
|
18.60%
|
21.52%
|
18.48%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
0.69%
|
-1.83%
|
2.48%
|
9.58%
|
29.98%
|
56.44%
|
26.43%
|
23.04%
|
17.33%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
0.28%
|
-0.42%
|
0.60%
|
2.65%
|
16.97%
|
31.45%
|
22.24%
|
%
|
%
|
%
|
%
|
| Quant Tax Plan |
1.23%
|
-1.88%
|
-0.29%
|
5.29%
|
32.38%
|
56.59%
|
27.82%
|
34.93%
|
25.59%
|
26.51%
|
%
|
| Nippon India Tax Saver (Elss) Fund |
0.75%
|
-1.85%
|
1.25%
|
5.68%
|
23.06%
|
41.62%
|
21.73%
|
17.11%
|
11.38%
|
15.32%
|
%
|
| SBI Long Term Equity Fund |
0.44%
|
-1.65%
|
0.16%
|
5.83%
|
31.53%
|
56.24%
|
27.52%
|
23.43%
|
17.60%
|
17.66%
|
%
|
| Shriram Long Term Equity Fund |
1.10%
|
-2.38%
|
0.17%
|
0.59%
|
21.95%
|
37.09%
|
18.63%
|
17.96%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
0.25%
|
-1.49%
|
-0.93%
|
4.00%
|
13.94%
|
26.03%
|
17.51%
|
15.29%
|
11.34%
|
14.58%
|
%
|
| Sundaram Tax Savings Fund |
0.30%
|
-1.42%
|
0.13%
|
6.83%
|
17.98%
|
33.02%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
0.08%
|
-2.30%
|
-0.69%
|
2.91%
|
16.62%
|
31.53%
|
19.18%
|
18.55%
|
15.14%
|
%
|
%
|
| Taurus Tax Shield |
0.16%
|
-1.31%
|
-0.99%
|
0.37%
|
20.32%
|
34.19%
|
18.87%
|
17.27%
|
14.67%
|
15.54%
|
%
|
| Union Long Term Equity Fund |
0.15%
|
-1.95%
|
-0.93%
|
3.00%
|
16.67%
|
33.82%
|
20.50%
|
20.36%
|
15.45%
|
14.94%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
0.16%
|
-1.15%
|
0.73%
|
4.26%
|
15.01%
|
30.30%
|
16.05%
|
18.04%
|
13.91%
|
15.34%
|
%
|
| PGIM India Elss Tax Saver Fund |
0.38%
|
-1.44%
|
-0.35%
|
4.33%
|
12.07%
|
22.25%
|
17.44%
|
18.58%
|
14.95%
|
%
|
%
|
| Quantum Tax Saving Fund |
0.40%
|
-0.73%
|
0.51%
|
4.78%
|
23.04%
|
38.80%
|
18.17%
|
16.05%
|
12.88%
|
14.32%
|
16.87%
|
| Axis Long Term Equity Fund |
-0.09%
|
-1.56%
|
-2.42%
|
7.07%
|
17.74%
|
28.42%
|
11.80%
|
15.54%
|
14.18%
|
16.82%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
27.83%
|
14.95%
|
13.82%
|
11.52%
|
11.51%
|
12.79%
|
| Baroda BNP Paribas Elss Fund |
38.87%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
51.26%
|
27.96%
|
27.99%
|
23.33%
|
20.10%
|
17.56%
|
| Canara Robeco Equity Tax Saver Fund |
27.32%
|
17.40%
|
20.23%
|
18.38%
|
16.54%
|
15.59%
|
| DSP Tax Saver Fund |
37.33%
|
22.36%
|
23.21%
|
19.66%
|
17.59%
|
16.98%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
28.48%
|
18.42%
|
19.05%
|
15.80%
|
13.92%
|
13.63%
|
| Navi Elss Tax Saver Fund |
19.39%
|
14.97%
|
15.89%
|
13.35%
|
%
|
%
|
| Franklin India Taxshield |
37.77%
|
23.94%
|
23.76%
|
19.04%
|
16.16%
|
15.75%
|
| HDFC Taxsaver |
38.94%
|
26.78%
|
25.14%
|
19.40%
|
16.11%
|
14.83%
|
| HSBC Tax Saver Equity Fund |
34.36%
|
20.26%
|
20.32%
|
16.45%
|
14.57%
|
14.32%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
29.32%
|
18.59%
|
20.08%
|
17.09%
|
15.01%
|
15.11%
|
| IDFC Tax Advantage (Elss) Fund |
28.27%
|
20.88%
|
24.63%
|
20.03%
|
17.78%
|
17.05%
|
| Indiabulls Tax Savings Fund |
33.08%
|
19.18%
|
17.74%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
31.76%
|
18.86%
|
19.27%
|
16.60%
|
15.27%
|
15.60%
|
| ITI Long Term Equity Fund |
51.63%
|
26.85%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
44.15%
|
25.67%
|
24.65%
|
20.60%
|
18.19%
|
16.38%
|
| Kotak Tax Saver Fund |
36.91%
|
22.66%
|
22.89%
|
19.41%
|
17.19%
|
15.74%
|
| LIC Mf Tax Plan |
26.01%
|
17.11%
|
17.46%
|
14.98%
|
13.64%
|
13.07%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
27.55%
|
18.83%
|
20.98%
|
17.09%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
29.30%
|
18.63%
|
21.23%
|
18.89%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
55.00%
|
30.35%
|
26.42%
|
20.86%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
28.32%
|
20.82%
|
%
|
%
|
%
|
%
|
| Quant Tax Plan |
54.42%
|
29.74%
|
35.55%
|
29.67%
|
25.59%
|
20.72%
|
| Nippon India Tax Saver (Elss) Fund |
38.11%
|
23.24%
|
22.84%
|
16.79%
|
13.65%
|
14.29%
|
| SBI Long Term Equity Fund |
52.75%
|
32.17%
|
28.77%
|
22.67%
|
18.39%
|
16.47%
|
| Shriram Long Term Equity Fund |
33.09%
|
19.04%
|
17.84%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
20.91%
|
16.05%
|
17.95%
|
14.53%
|
13.18%
|
12.84%
|
| Sundaram Tax Savings Fund |
29.03%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
24.89%
|
17.94%
|
19.23%
|
16.44%
|
%
|
%
|
| Taurus Tax Shield |
29.77%
|
20.81%
|
19.82%
|
16.47%
|
14.95%
|
13.70%
|
| Union Long Term Equity Fund |
27.25%
|
19.13%
|
21.29%
|
18.29%
|
15.32%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
24.50%
|
15.21%
|
17.96%
|
15.59%
|
14.01%
|
13.32%
|
| PGIM India Elss Tax Saver Fund |
17.42%
|
14.32%
|
18.50%
|
16.00%
|
%
|
%
|
| Quantum Tax Saving Fund |
35.29%
|
21.30%
|
20.78%
|
16.50%
|
%
|
%
|
| Axis Long Term Equity Fund |
27.03%
|
13.60%
|
14.58%
|
13.60%
|
13.40%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
28.81%
|
15.83%
|
14.74%
|
12.46%
|
12.51%
|
%
|
| Baroda BNP Paribas Elss Fund |
40.52%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
52.81%
|
29.28%
|
29.36%
|
24.63%
|
21.43%
|
%
|
| Canara Robeco Equity Tax Saver Fund |
28.80%
|
18.82%
|
21.71%
|
19.74%
|
17.73%
|
%
|
| DSP Tax Saver Fund |
38.60%
|
23.47%
|
24.36%
|
20.76%
|
18.67%
|
%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
30.65%
|
20.37%
|
21.06%
|
17.69%
|
15.61%
|
%
|
| Navi Elss Tax Saver Fund |
21.75%
|
17.15%
|
18.09%
|
15.41%
|
%
|
%
|
| Franklin India Taxshield |
38.87%
|
24.94%
|
24.79%
|
20.03%
|
17.15%
|
%
|
| HDFC Taxsaver |
39.79%
|
27.54%
|
25.88%
|
20.08%
|
16.78%
|
%
|
| HSBC Tax Saver Equity Fund |
35.59%
|
21.51%
|
21.69%
|
17.71%
|
15.72%
|
%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
30.17%
|
19.34%
|
20.88%
|
17.89%
|
15.90%
|
%
|
| IDFC Tax Advantage (Elss) Fund |
29.76%
|
22.26%
|
26.07%
|
21.36%
|
19.10%
|
%
|
| Indiabulls Tax Savings Fund |
35.01%
|
21.02%
|
19.91%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
33.39%
|
20.26%
|
20.72%
|
18.02%
|
16.78%
|
%
|
| ITI Long Term Equity Fund |
54.41%
|
29.14%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
45.85%
|
26.91%
|
25.79%
|
21.62%
|
19.30%
|
%
|
| Kotak Tax Saver Fund |
38.61%
|
24.20%
|
24.48%
|
20.89%
|
18.65%
|
%
|
| LIC Mf Tax Plan |
27.47%
|
18.38%
|
18.80%
|
16.27%
|
14.87%
|
%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
29.60%
|
20.76%
|
23.01%
|
19.02%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
30.58%
|
19.87%
|
22.70%
|
20.37%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
56.87%
|
31.87%
|
27.94%
|
22.28%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
29.73%
|
22.25%
|
%
|
%
|
%
|
%
|
| Quant Tax Plan |
56.02%
|
31.40%
|
37.73%
|
31.56%
|
27.05%
|
%
|
| Nippon India Tax Saver (Elss) Fund |
39.05%
|
24.06%
|
23.69%
|
17.56%
|
14.44%
|
%
|
| SBI Long Term Equity Fund |
53.83%
|
33.02%
|
29.58%
|
23.41%
|
19.10%
|
%
|
| Shriram Long Term Equity Fund |
35.28%
|
21.03%
|
19.89%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
21.61%
|
16.71%
|
18.59%
|
15.11%
|
13.74%
|
%
|
| Sundaram Tax Savings Fund |
29.74%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
26.30%
|
19.30%
|
20.69%
|
17.87%
|
%
|
%
|
| Taurus Tax Shield |
30.66%
|
21.61%
|
20.63%
|
17.24%
|
15.75%
|
%
|
| Union Long Term Equity Fund |
28.38%
|
20.14%
|
22.23%
|
19.10%
|
16.09%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
25.82%
|
16.36%
|
19.15%
|
16.69%
|
15.08%
|
%
|
| PGIM India Elss Tax Saver Fund |
19.21%
|
16.00%
|
20.18%
|
17.64%
|
%
|
%
|
| Quantum Tax Saving Fund |
36.73%
|
22.19%
|
21.55%
|
17.15%
|
14.78%
|
14.27%
|
| Axis Long Term Equity Fund |
27.99%
|
14.45%
|
15.50%
|
14.53%
|
14.40%
|
%
|