Full review at the fund page (link in the table below.)
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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | |
32.77% | 21.57% | 21.38% | 15.68% | % | 34.36% | 23.05% | 22.92% | 17.14% | % | 14.21% | -16.39% | -14.63% | 12.72% | 0.94 | 0.73 | 1.31 | |
2 | |
22.40% | 20.99% | 22.86% | 15.32% | 14.06% | 23.23% | 21.80% | 23.65% | 16.08% | 14.80% | 14.05% | -9.97% | -14.86% | 8.85% | 0.99 | 0.61 | 1.12 | |
3 | |
17.52% | 18.83% | 19.64% | 12.53% | 12.16% | 18.24% | 19.55% | 20.36% | 13.23% | 12.86% | 12.22% | -6.80% | -14.39% | 7.82% | 0.87 | 0.58 | 1.08 | |
4 | |
25.07% | 14.36% | 18.04% | 12.18% | 12.64% | 26.17% | 15.57% | 19.39% | 13.39% | 13.73% | 13.15% | -13.85% | -15.31% | 5.67% | 0.88 | 0.42 | 0.79 | |
5 | |
13.82% | 14.34% | 16.30% | 12.43% | 12.55% | 14.51% | 15.08% | 17.11% | 13.20% | 13.44% | 11.67% | -8.60% | -14.97% | 7.47% | 0.75 | 0.47 | 0.90 | |
6 | |
17.47% | 15.08% | 17.35% | 11.70% | % | 18.76% | 16.00% | 18.14% | 12.34% | 12.43% | 12.00% | -7.33% | -14.05% | 7.19% | 0.89 | 0.46 | 0.84 | |
7 | |
15.90% | 15.02% | 21.72% | % | % | 17.18% | 16.41% | 23.21% | % | % | 10.05% | -8.08% | -13.07% | 6.93% | 0.66 | 0.49 | 0.94 | |
8 | |
21.51% | 15.43% | 19.75% | 15.71% | 14.86% | 23.03% | 16.64% | 20.87% | 16.74% | 16.13% | 14.53% | -14.89% | -15.55% | 4.12% | 0.98 | 0.42 | 0.77 | |
9 | |
19.74% | 15.38% | 19.80% | 14.91% | 15.06% | 20.84% | 16.46% | 20.93% | 16.01% | 16.13% | 13.49% | -10.82% | -16.89% | 4.18% | 0.95 | 0.43 | 0.80 | |
10 | |
13.14% | 15.91% | 15.65% | % | % | 15.20% | 18.13% | 18.00% | % | % | 13.18% | -12.94% | -11.90% | 5.68% | 0.90 | 0.48 | 0.87 | |
11 | |
16.00% | 15.21% | 18.82% | 13.68% | 12.85% | 16.91% | 16.17% | 19.83% | 14.68% | 13.89% | 12.97% | -11.97% | -18.53% | 4.84% | 0.93 | 0.44 | 0.86 | |
12 | |
16.96% | 13.05% | 17.73% | 14.18% | 13.52% | 18.37% | 14.49% | 19.26% | 15.61% | 15.01% | 12.43% | -10.27% | -14.79% | 3.64% | 0.87 | 0.38 | 0.74 | |
13 | |
19.89% | 11.94% | 14.46% | 11.92% | 11.47% | 21.43% | 13.21% | 15.83% | 13.23% | 12.66% | 12.83% | -13.32% | -14.81% | 1.87% | 0.85 | 0.30 | 0.56 | |
14 | |
19.03% | 11.44% | 17.33% | 13.52% | 13.58% | 20.43% | 12.79% | 18.76% | 14.97% | 15.18% | 13.86% | -18.69% | -16.44% | 1.01% | 0.95 | 0.26 | 0.50 | |
15 | |
16.67% | 12.94% | 16.78% | 12.52% | 14.06% | 17.98% | 14.26% | 18.24% | 13.96% | 15.46% | 13.33% | -10.91% | -16.01% | 4.04% | 1.00 | 0.34 | 0.61 | |
16 | |
15.38% | 14.55% | 22.83% | 15.29% | 15.50% | 16.64% | 15.83% | 24.17% | 16.58% | 16.94% | 14.70% | -17.52% | -16.78% | 2.02% | 1.00 | 0.35 | 0.64 | |
17 | |
15.11% | 11.79% | 16.03% | 11.29% | 11.49% | 17.02% | 13.67% | 18.00% | 13.15% | 13.06% | 12.92% | -12.84% | -16.36% | 1.03% | 0.90 | 0.29 | 0.55 | |
18 | |
13.91% | 13.68% | 15.81% | 7.88% | 9.45% | 14.68% | 14.47% | 16.63% | 8.67% | 10.28% | 13.51% | -9.78% | -15.26% | 4.73% | 0.98 | 0.37 | 0.69 | |
19 | |
10.72% | 10.99% | 13.26% | 9.16% | % | 12.62% | 12.83% | 15.54% | 11.02% | % | 12.84% | -10.84% | -17.12% | 0.92% | 0.92 | 0.30 | 0.56 | |
20 | |
10.82% | 11.00% | 18.05% | 13.44% | 11.05% | 11.83% | 12.00% | 18.94% | 14.21% | 11.88% | 12.22% | -12.64% | -13.87% | 0.94% | 0.87 | 0.28 | 0.54 | |
21 | |
13.75% | 11.27% | 18.19% | 14.59% | % | 14.86% | 12.46% | 19.63% | 16.06% | % | 12.93% | -12.21% | -15.98% | 0.71% | 0.92 | 0.26 | 0.49 | |
22 | |
13.06% | 9.81% | 17.19% | 12.54% | % | 14.76% | 11.48% | 18.83% | 14.24% | % | 12.18% | -10.36% | -15.99% | 0.85% | 0.83 | 0.23 | 0.44 | |
23 | |
13.62% | 10.49% | 18.78% | 15.41% | 13.43% | 14.93% | 11.87% | 20.22% | 16.70% | 14.54% | 12.68% | -13.99% | -14.32% | 1.41% | 0.92 | 0.23 | 0.43 | |
24 | |
5.76% | 8.98% | 13.17% | % | % | 7.51% | 10.87% | 15.19% | % | % | 13.08% | -11.06% | -15.93% | 0.01% | 0.90 | 0.25 | 0.47 | |
25 | |
14.11% | 11.24% | 16.35% | 12.92% | 12.23% | 14.86% | 11.97% | 17.11% | 13.74% | 13.20% | 12.88% | -11.55% | -14.86% | -0.37% | 0.90 | 0.24 | 0.46 | |
26 | |
8.99% | 11.36% | 20.14% | 12.89% | 14.18% | 10.21% | 12.66% | 21.50% | 14.21% | 15.52% | 12.99% | -11.20% | -18.94% | 1.59% | 0.91 | 0.27 | 0.54 | |
27 | |
9.84% | 9.78% | 14.34% | 9.46% | 10.89% | 10.46% | 10.43% | 14.95% | 10.02% | 11.43% | 12.33% | -10.55% | -14.39% | -0.12% | 0.88 | 0.22 | 0.41 | |
28 | |
8.12% | 10.03% | 16.94% | 11.19% | % | 9.84% | 11.86% | 18.89% | 13.14% | % | 13.00% | -12.25% | -14.41% | -0.47% | 0.93 | 0.22 | 0.40 | |
29 | |
12.06% | 8.24% | 10.85% | 8.02% | 10.12% | 12.89% | 9.09% | 11.77% | 8.99% | 11.11% | 13.00% | -12.81% | -14.87% | -2.58% | 0.93 | 0.14 | 0.26 | |
30 | |
6.18% | 13.88% | 29.40% | 20.01% | 19.29% | 7.27% | 15.37% | 31.46% | 21.69% | 20.55% | 16.99% | -14.38% | -20.35% | 3.55% | 1.11 | 0.28 | 0.53 | |
31 | |
10.62% | 8.01% | 15.48% | 11.71% | 11.55% | 11.74% | 9.11% | 16.63% | 12.78% | 12.62% | 13.75% | -15.73% | -17.23% | -2.90% | 0.96 | 0.14 | 0.24 | |
32 | |
8.64% | 8.15% | 12.67% | 9.55% | % | 10.71% | 10.24% | 14.82% | 11.57% | % | 13.14% | -14.86% | -18.32% | -1.08% | 0.92 | 0.14 | 0.24 | |
33 | |
14.40% | 5.53% | 12.29% | 11.31% | 11.55% | 15.25% | 6.36% | 13.20% | 12.25% | 12.57% | 15.89% | -22.25% | -23.69% | -7.10% | 1.05 | 0.05 | 0.04 |
Return Calculated On: 17 January 2025
Ratios Calculated On: 31 December 2024
As On: 17 January 2025
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Nifty 500 Total Return Index |
-0.10
|
-0.49
|
-6.07
|
-7.08
|
-6.21
|
12.35
|
12.31
|
17.68
|
13.44
|
13.23
|
12.29
|
Aditya Birla Sun Life ELSS Tax Saver Fund |
-0.47
|
-1.15
|
-5.87
|
-8.38
|
-7.46
|
12.06
|
8.24
|
10.85
|
8.02
|
10.12
|
11.34
|
Baroda BNP Paribas ELSS Tax Saver Fund |
-0.51
|
-1.27
|
-6.97
|
-5.74
|
-1.87
|
18.63
|
|
|
|
|
|
Bank of India ELSS Tax Saver |
-0.08
|
0.00
|
-9.10
|
-6.61
|
-8.50
|
15.38
|
14.55
|
22.83
|
15.29
|
15.50
|
13.49
|
Canara Robeco ELSS TAX Tax Saver Fund |
-0.32
|
-0.66
|
-6.41
|
-6.93
|
-3.94
|
13.62
|
10.49
|
18.78
|
15.41
|
13.43
|
14.22
|
NJ Elss Tax Saver Scheme |
0.14
|
-1.88
|
-4.54
|
-8.80
|
-8.03
|
6.50
|
|
|
|
|
|
Whiteoak Capital Elss Tax Saver Fund |
-0.19
|
-1.16
|
-7.00
|
-4.66
|
1.25
|
22.89
|
|
|
|
|
|
Samco Elss Tax Saver Fund |
0.00
|
-1.32
|
-11.37
|
-9.29
|
-9.23
|
0.15
|
|
|
|
|
|
DSP ELSS Tax Saver Fund |
-0.44
|
-0.73
|
-6.07
|
-7.07
|
-5.11
|
19.74
|
15.38
|
19.80
|
14.91
|
15.06
|
15.18
|
Edelweiss ELSS Tax saver Fund |
-0.36
|
-0.61
|
-6.85
|
-6.84
|
-4.52
|
15.11
|
11.79
|
16.03
|
11.29
|
11.49
|
12.59
|
Navi ELSS Tax Saver Fund |
-0.19
|
-1.46
|
-5.62
|
-6.23
|
-7.47
|
8.64
|
8.15
|
12.67
|
9.55
|
|
|
Navi ELSS Tax Saver Nifty 50 Index Fund |
-0.38
|
-0.90
|
-4.65
|
-6.26
|
-6.49
|
7.65
|
|
|
|
|
|
Franklin India ELSS Tax Saver Fund |
-0.52
|
-1.77
|
-7.12
|
-6.78
|
-4.26
|
16.00
|
15.21
|
18.82
|
13.68
|
12.85
|
14.44
|
Hdfc Taxsaver |
-0.70
|
-1.17
|
-5.14
|
-5.63
|
-4.49
|
17.52
|
18.83
|
19.64
|
12.53
|
12.16
|
13.06
|
Hsbc Tax Saver Equity Fund |
-0.80
|
-1.51
|
-7.60
|
-3.54
|
2.97
|
25.07
|
14.36
|
18.04
|
12.18
|
12.64
|
13.27
|
HSBC Elss Tax Saver Fund |
-0.29
|
-1.09
|
-7.97
|
-6.25
|
-1.79
|
24.59
|
|
|
|
|
|
ICICI Prudential ELSS Tax Saver Fund |
-0.24
|
-0.58
|
-4.73
|
-7.21
|
-4.12
|
14.11
|
11.24
|
16.35
|
12.92
|
12.23
|
|
Bandhan ELSS Tax saver Fund |
-0.13
|
-0.85
|
-5.49
|
-7.83
|
-7.34
|
8.99
|
11.36
|
20.14
|
12.89
|
14.18
|
15.00
|
Groww ELSS Tax Saver Fund |
-0.52
|
-2.00
|
-9.18
|
-8.66
|
-6.46
|
10.72
|
10.99
|
13.26
|
9.16
|
|
|
Invesco India ELSS Tax Saver Fund |
-0.71
|
-2.03
|
-7.32
|
-5.36
|
-1.50
|
19.03
|
11.44
|
17.33
|
13.52
|
13.58
|
14.73
|
ITI ELSS Tax Saver Fund |
-0.11
|
-0.13
|
-8.81
|
-10.82
|
-8.84
|
13.14
|
15.91
|
15.65
|
|
|
|
JM ELSS Tax Saver Fund |
-0.41
|
-1.69
|
-6.70
|
-8.25
|
-4.88
|
21.51
|
15.43
|
19.75
|
15.71
|
14.86
|
13.01
|
Kotak ELSS Tax Saver Fund |
-0.50
|
-1.40
|
-7.74
|
-7.55
|
-7.17
|
16.96
|
13.05
|
17.73
|
14.18
|
13.52
|
13.18
|
LIC MF ELSS Tax Saver |
-0.89
|
-2.97
|
-5.84
|
-5.06
|
-2.39
|
19.89
|
11.94
|
14.46
|
11.92
|
11.47
|
11.66
|
Mahindra Manulife ELSS Tax Saver Fund |
-0.40
|
-0.98
|
-6.05
|
-6.89
|
-8.17
|
8.12
|
10.03
|
16.94
|
11.19
|
|
|
Mirae Asset ELSS Tax Saver Fund |
-0.28
|
-0.13
|
-6.52
|
-5.79
|
-4.94
|
13.75
|
11.27
|
18.19
|
14.59
|
|
|
Motilal Oswal ELSS Tax Saver Fund |
-0.33
|
-2.49
|
-10.45
|
-7.37
|
4.93
|
32.77
|
21.57
|
21.38
|
15.68
|
|
|
Parag Parikh ELSS Tax Saver Fund |
-0.58
|
-1.27
|
-4.63
|
-4.49
|
-1.60
|
15.90
|
15.02
|
21.72
|
|
|
|
quant Elss Tax Saver Fund |
0.88
|
1.99
|
-4.27
|
-11.99
|
-14.75
|
6.18
|
13.88
|
29.40
|
20.01
|
19.29
|
14.03
|
Nippon India ELSS Tax Saver Fund |
-0.20
|
0.03
|
-7.16
|
-8.38
|
-7.94
|
13.91
|
13.68
|
15.81
|
7.88
|
9.45
|
13.05
|
Sbi Long Term Equity Fund |
-0.36
|
-0.52
|
-4.80
|
-6.26
|
-4.45
|
22.40
|
20.99
|
22.86
|
15.32
|
14.06
|
13.89
|
Shriram ELSS Tax Saver Fund |
-0.13
|
-2.66
|
-8.93
|
-10.78
|
-11.68
|
5.76
|
8.98
|
13.17
|
|
|
|
Sundaram Diversified Equity |
-0.32
|
-1.06
|
-5.65
|
-5.78
|
-5.30
|
9.84
|
9.78
|
14.34
|
9.46
|
10.89
|
10.87
|
Sundaram ELSS Tax Saver Fund |
-0.30
|
-1.06
|
-5.72
|
-6.04
|
-4.92
|
12.91
|
11.07
|
|
|
|
|
Tata ELSS Tax Saver Fund |
-0.37
|
-0.57
|
-5.84
|
-6.34
|
-2.74
|
16.67
|
12.94
|
16.78
|
12.52
|
14.06
|
|
Taurus ELSS tax saver fund |
-0.65
|
-1.69
|
-6.97
|
-5.67
|
-3.40
|
13.82
|
14.34
|
16.30
|
12.43
|
12.55
|
11.82
|
Union ELSS Tax Saver Fund |
-0.38
|
-1.19
|
-7.87
|
-7.73
|
-5.34
|
10.82
|
11.00
|
18.05
|
13.44
|
11.05
|
|
UTI ELSS Tax Saver Fund |
-0.48
|
-1.43
|
-6.25
|
-8.08
|
-6.52
|
10.62
|
8.01
|
15.48
|
11.71
|
11.55
|
11.58
|
PGIM India ELSS Tax Saver Fund |
-0.18
|
-1.27
|
-5.34
|
-2.71
|
-1.94
|
13.06
|
9.81
|
17.19
|
12.54
|
|
|
Quantum ELSS Tax Saver Fund |
-0.88
|
-0.97
|
-4.95
|
-5.17
|
-3.91
|
17.47
|
15.08
|
17.35
|
11.70
|
|
|
Axis ELSS Tax Saver Fund |
-0.30
|
-0.91
|
-6.05
|
-6.94
|
-3.74
|
14.40
|
5.53
|
12.29
|
11.31
|
11.55
|
15.77
|
Nifty 500 Total Return Index |
-0.10
|
-0.49
|
-6.07
|
-7.08
|
-6.21
|
12.35
|
12.31
|
17.68
|
13.44
|
13.23
|
12.29
|
As On: 17 January 2025
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Nifty 500 Total Return Index |
-0.10
|
-0.49
|
-6.07
|
-7.08
|
-6.21
|
12.35
|
12.31
|
17.68
|
13.44
|
13.23
|
12.29
|
Aditya Birla Sun Life ELSS Tax Saver Fund |
-0.47
|
-1.13
|
-5.80
|
-8.21
|
-7.11
|
12.89
|
9.09
|
11.77
|
8.99
|
11.11
|
|
Baroda BNP Paribas ELSS Tax Saver Fund |
-0.51
|
-1.24
|
-6.88
|
-5.45
|
-1.27
|
20.06
|
|
|
|
|
|
Bank of India ELSS Tax Saver |
-0.08
|
0.02
|
-9.02
|
-6.35
|
-7.99
|
16.64
|
15.83
|
24.17
|
16.58
|
16.94
|
|
Canara Robeco ELSS TAX Tax Saver Fund |
-0.31
|
-0.63
|
-6.32
|
-6.66
|
-3.38
|
14.93
|
11.87
|
20.22
|
16.70
|
14.54
|
|
NJ Elss Tax Saver Scheme |
0.21
|
-1.83
|
-4.35
|
-8.40
|
-7.23
|
8.45
|
|
|
|
|
|
Whiteoak Capital Elss Tax Saver Fund |
-0.19
|
-1.13
|
-6.87
|
-4.27
|
2.07
|
24.92
|
|
|
|
|
|
Zerodha Elss Tax Saver Nifty Largemidcap 250 Index Fund |
-0.03
|
-0.39
|
-6.28
|
-6.88
|
-5.69
|
13.72
|
|
|
|
|
|
Samco Elss Tax Saver Fund |
0.00
|
-1.28
|
-11.24
|
-8.97
|
-8.55
|
1.53
|
|
|
|
|
|
DSP ELSS Tax Saver Fund |
-0.44
|
-0.71
|
-6.00
|
-6.86
|
-4.68
|
20.84
|
16.46
|
20.93
|
16.01
|
16.13
|
|
Edelweiss ELSS Tax saver Fund |
-0.36
|
-0.59
|
-6.73
|
-6.47
|
-3.74
|
17.02
|
13.67
|
18.00
|
13.15
|
13.06
|
|
Navi ELSS Tax Saver Fund |
-0.19
|
-1.43
|
-5.47
|
-5.78
|
-6.59
|
10.71
|
10.24
|
14.82
|
11.57
|
|
|
Navi ELSS Tax Saver Nifty 50 Index Fund |
-0.37
|
-0.89
|
-4.58
|
-6.05
|
-6.07
|
8.61
|
|
|
|
|
|
Franklin India ELSS Tax Saver Fund |
-0.52
|
-1.75
|
-7.06
|
-6.59
|
-3.87
|
16.91
|
16.17
|
19.83
|
14.68
|
13.89
|
|
Hdfc Taxsaver |
-0.70
|
-1.16
|
-5.09
|
-5.48
|
-4.19
|
18.24
|
19.55
|
20.36
|
13.23
|
12.86
|
|
Hsbc Tax Saver Equity Fund |
-0.79
|
-1.49
|
-7.53
|
-3.33
|
3.42
|
26.17
|
15.57
|
19.39
|
13.39
|
13.73
|
|
HSBC Elss Tax Saver Fund |
-0.29
|
-1.07
|
-7.90
|
-6.06
|
-1.40
|
25.54
|
|
|
|
|
|
ICICI Prudential ELSS Tax Saver Fund |
-0.24
|
-0.57
|
-4.68
|
-7.06
|
-3.82
|
14.86
|
11.97
|
17.11
|
13.74
|
13.20
|
|
Bandhan ELSS Tax saver Fund |
-0.13
|
-0.83
|
-5.40
|
-7.57
|
-6.83
|
10.21
|
12.66
|
21.50
|
14.21
|
15.52
|
|
Groww ELSS Tax Saver Fund |
-0.51
|
-1.92
|
-9.05
|
-8.24
|
-5.62
|
12.62
|
12.83
|
15.54
|
11.02
|
|
|
Invesco India ELSS Tax Saver Fund |
-0.70
|
-2.01
|
-7.24
|
-5.09
|
-0.93
|
20.43
|
12.79
|
18.76
|
14.97
|
15.18
|
|
ITI ELSS Tax Saver Fund |
-0.10
|
-0.10
|
-8.67
|
-10.42
|
-8.02
|
15.20
|
18.13
|
18.00
|
|
|
|
JM ELSS Tax Saver Fund |
-0.41
|
-1.67
|
-6.61
|
-7.99
|
-4.32
|
23.03
|
16.64
|
20.87
|
16.74
|
16.13
|
|
Kotak ELSS Tax Saver Fund |
-0.50
|
-1.38
|
-7.65
|
-7.28
|
-6.62
|
18.37
|
14.49
|
19.26
|
15.61
|
15.01
|
|
LIC MF ELSS Tax Saver |
-0.89
|
-2.95
|
-5.75
|
-4.77
|
-1.75
|
21.43
|
13.21
|
15.83
|
13.23
|
12.66
|
|
Mahindra Manulife ELSS Tax Saver Fund |
-0.40
|
-0.95
|
-5.93
|
-6.52
|
-7.44
|
9.84
|
11.86
|
18.89
|
13.14
|
|
|
Mirae Asset ELSS Tax Saver Fund |
-0.28
|
-0.11
|
-6.44
|
-5.56
|
-4.48
|
14.86
|
12.46
|
19.63
|
16.06
|
|
|
Motilal Oswal ELSS Tax Saver Fund |
-0.33
|
-2.47
|
-10.36
|
-7.09
|
5.56
|
34.36
|
23.05
|
22.92
|
17.14
|
|
|
Parag Parikh ELSS Tax Saver Fund |
-0.58
|
-1.25
|
-4.54
|
-4.22
|
-1.06
|
17.18
|
16.41
|
23.21
|
|
|
|
quant Elss Tax Saver Fund |
0.89
|
2.01
|
-4.17
|
-11.74
|
-14.29
|
7.27
|
15.37
|
31.46
|
21.69
|
20.55
|
|
Nippon India ELSS Tax Saver Fund |
-0.19
|
0.05
|
-7.11
|
-8.22
|
-7.63
|
14.68
|
14.47
|
16.63
|
8.67
|
10.28
|
|
Sbi Long Term Equity Fund |
-0.36
|
-0.51
|
-4.75
|
-6.11
|
-4.13
|
23.23
|
21.80
|
23.65
|
16.08
|
14.80
|
|
Shriram ELSS Tax Saver Fund |
-0.12
|
-2.63
|
-8.80
|
-10.40
|
-10.93
|
7.51
|
10.87
|
15.19
|
|
|
|
Sundaram Diversified Equity |
-0.32
|
-1.05
|
-5.60
|
-5.65
|
-5.04
|
10.46
|
10.43
|
14.95
|
10.02
|
11.43
|
|
Sundaram ELSS Tax Saver Fund |
-0.30
|
-1.05
|
-5.68
|
-5.91
|
-4.66
|
13.53
|
11.70
|
|
|
|
|
Tata ELSS Tax Saver Fund |
-0.36
|
-0.55
|
-5.75
|
-6.08
|
-2.19
|
17.98
|
14.26
|
18.24
|
13.96
|
15.46
|
|
Taurus ELSS tax saver fund |
-0.65
|
-1.68
|
-6.92
|
-5.54
|
-3.14
|
14.51
|
15.08
|
17.11
|
13.20
|
13.44
|
|
Union ELSS Tax Saver Fund |
-0.38
|
-1.18
|
-7.79
|
-7.52
|
-4.91
|
11.83
|
12.00
|
18.94
|
14.21
|
11.88
|
|
UTI ELSS Tax Saver Fund |
-0.48
|
-1.42
|
-6.17
|
-7.85
|
-6.06
|
11.74
|
9.11
|
16.63
|
12.78
|
12.62
|
|
PGIM India ELSS Tax Saver Fund |
-0.18
|
-1.25
|
-5.21
|
-2.32
|
-1.17
|
14.76
|
11.48
|
18.83
|
14.24
|
|
|
Quantum ELSS Tax Saver Fund |
-0.89
|
-0.95
|
-4.87
|
-4.91
|
-3.39
|
18.76
|
16.00
|
18.14
|
12.34
|
12.43
|
13.29
|
Axis ELSS Tax Saver Fund |
-0.30
|
-0.90
|
-6.00
|
-6.77
|
-3.39
|
15.25
|
6.36
|
13.20
|
12.25
|
12.57
|
|
Nifty 500 Total Return Index |
-0.10
|
-0.49
|
-6.07
|
-7.08
|
-6.21
|
12.35
|
12.31
|
17.68
|
13.44
|
13.23
|
12.29
|
As On: 17 January 2025
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life ELSS Tax Saver Fund |
-0.36
|
13.59
|
12.61
|
11.21
|
10.82
|
12.51
|
Baroda BNP Paribas ELSS Tax Saver Fund |
7.15
|
|
|
|
|
|
Bank of India ELSS Tax Saver |
-1.72
|
21.27
|
22.42
|
21.15
|
18.73
|
16.96
|
Canara Robeco ELSS TAX Tax Saver Fund |
3.21
|
16.13
|
18.03
|
17.69
|
16.27
|
15.41
|
NJ Elss Tax Saver Scheme |
-3.16
|
|
|
|
|
|
Whiteoak Capital Elss Tax Saver Fund |
13.18
|
|
|
|
|
|
Samco Elss Tax Saver Fund |
-9.05
|
|
|
|
|
|
DSP ELSS Tax Saver Fund |
6.19
|
21.52
|
22.15
|
19.95
|
17.58
|
17.07
|
Edelweiss ELSS Tax saver Fund |
3.65
|
17.56
|
18.24
|
16.15
|
14.00
|
13.76
|
Navi ELSS Tax Saver Fund |
-0.85
|
13.08
|
14.61
|
13.15
|
|
|
Navi ELSS Tax Saver Nifty 50 Index Fund |
-1.18
|
|
|
|
|
|
Franklin India ELSS Tax Saver Fund |
3.59
|
20.83
|
22.17
|
18.88
|
15.87
|
15.55
|
Hdfc Taxsaver |
4.55
|
22.62
|
23.88
|
19.66
|
16.23
|
14.81
|
Hsbc Tax Saver Equity Fund |
15.16
|
23.42
|
22.01
|
18.66
|
15.83
|
15.13
|
HSBC Elss Tax Saver Fund |
10.42
|
|
|
|
|
|
ICICI Prudential ELSS Tax Saver Fund |
2.17
|
16.15
|
18.14
|
16.43
|
14.62
|
14.70
|
Bandhan ELSS Tax saver Fund |
-3.21
|
14.97
|
20.28
|
18.35
|
16.45
|
16.30
|
Groww ELSS Tax Saver Fund |
-1.71
|
15.61
|
15.84
|
13.76
|
|
|
Invesco India ELSS Tax Saver Fund |
8.61
|
20.78
|
19.45
|
17.44
|
15.69
|
15.84
|
ITI ELSS Tax Saver Fund |
-3.08
|
21.28
|
19.33
|
|
|
|
JM ELSS Tax Saver Fund |
5.40
|
22.92
|
22.86
|
20.36
|
17.96
|
16.60
|
Kotak ELSS Tax Saver Fund |
-0.08
|
17.27
|
19.45
|
18.03
|
16.08
|
15.30
|
LIC MF ELSS Tax Saver |
9.56
|
18.51
|
18.18
|
15.98
|
14.25
|
13.50
|
Mahindra Manulife ELSS Tax Saver Fund |
-1.95
|
13.87
|
17.42
|
15.91
|
|
|
Mirae Asset ELSS Tax Saver Fund |
2.97
|
16.85
|
18.89
|
18.07
|
|
|
Motilal Oswal ELSS Tax Saver Fund |
17.42
|
32.25
|
27.82
|
22.91
|
|
|
Parag Parikh ELSS Tax Saver Fund |
6.86
|
18.85
|
21.23
|
|
|
|
quant Elss Tax Saver Fund |
-12.35
|
16.09
|
25.02
|
24.79
|
22.16
|
19.41
|
Nippon India ELSS Tax Saver Fund |
-0.63
|
18.07
|
20.28
|
16.48
|
13.11
|
13.74
|
Sbi Long Term Equity Fund |
5.34
|
27.36
|
26.44
|
22.43
|
18.25
|
16.36
|
Shriram ELSS Tax Saver Fund |
-8.38
|
12.69
|
13.87
|
|
|
|
Sundaram Diversified Equity |
0.70
|
13.23
|
16.12
|
14.21
|
12.63
|
12.67
|
Sundaram ELSS Tax Saver Fund |
1.52
|
15.25
|
|
|
|
|
Tata ELSS Tax Saver Fund |
6.50
|
18.01
|
19.16
|
17.15
|
15.56
|
|
Taurus ELSS tax saver fund |
3.57
|
18.93
|
18.81
|
16.45
|
14.90
|
13.80
|
Union ELSS Tax Saver Fund |
-0.49
|
15.46
|
18.23
|
17.25
|
14.86
|
|
UTI ELSS Tax Saver Fund |
0.91
|
14.07
|
16.00
|
15.21
|
13.72
|
13.25
|
PGIM India ELSS Tax Saver Fund |
7.09
|
14.47
|
17.77
|
16.40
|
|
|
Quantum ELSS Tax Saver Fund |
5.00
|
19.71
|
19.97
|
16.76
|
|
|
Axis ELSS Tax Saver Fund |
2.24
|
13.71
|
13.22
|
12.94
|
12.73
|
15.07
|
As On: 17 January 2025
Performance Indicators
Calculated On: 31 December 2024
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
---|---|---|---|---|---|
Aditya Birla Sun Life Elss Tax Saver Fund | -14.87 | -12.81 | -6.96 | 13.00 | 9.27 |
Bank Of India Elss Tax Saver | -16.78 | -17.52 | -6.91 | 14.70 | 10.14 |
Canara Robeco Elss Tax Tax Saver Fund | -14.32 | -13.99 | -6.29 | 12.68 | 8.57 |
Dsp Elss Tax Saver Fund | -16.89 | -10.82 | -5.12 | 13.49 | 9.28 |
Edelweiss Elss Tax Saver Fund | -16.36 | -12.84 | -5.75 | 12.92 | 8.93 |
Navi Elss Tax Saver Fund | -18.32 | -14.86 | -6.84 | 13.14 | 8.97 |
Franklin India Elss Tax Saver Fund | -18.53 | -11.97 | -5.79 | 12.97 | 9.21 |
Hdfc Taxsaver | -14.39 | -6.80 | -4.56 | 12.22 | 8.60 |
Hsbc Tax Saver Equity Fund | -15.31 | -13.85 | -4.46 | 13.15 | 9.16 |
Icici Prudential Elss Tax Saver Fund | -14.86 | -11.55 | -5.47 | 12.88 | 8.95 |
Bandhan Elss Tax Saver Fund | -18.94 | -11.20 | -5.03 | 12.99 | 9.36 |
Groww Elss Tax Saver Fund | -17.12 | -10.84 | -5.24 | 12.84 | 8.86 |
Invesco India Elss Tax Saver Fund | -16.44 | -18.69 | -6.30 | 13.86 | 9.89 |
Iti Elss Tax Saver Fund | -11.90 | -12.94 | -6.97 | 13.18 | 9.00 |
Jm Elss Tax Saver Fund | -15.55 | -14.89 | -6.10 | 14.53 | 9.83 |
Kotak Elss Tax Saver Fund | -14.79 | -10.27 | -3.96 | 12.43 | 8.91 |
Lic Mf Elss Tax Saver | -14.81 | -13.32 | -5.89 | 12.83 | 8.65 |
Mahindra Manulife Elss Tax Saver Fund | -14.41 | -12.25 | -5.40 | 13.00 | 8.85 |
Mirae Asset Elss Tax Saver Fund | -15.98 | -12.21 | -5.76 | 12.93 | 9.01 |
Motilal Oswal Elss Tax Saver Fund | -14.63 | -16.39 | -6.77 | 14.21 | 9.94 |
Parag Parikh Elss Tax Saver Fund | -13.07 | -8.08 | -3.12 | 10.05 | 7.17 |
Quant Elss Tax Saver Fund | -20.35 | -14.38 | -8.24 | 16.99 | 11.99 |
Nippon India Elss Tax Saver Fund | -15.26 | -9.78 | -5.89 | 13.51 | 9.31 |
Sbi Long Term Equity Fund | -14.86 | -9.97 | -5.59 | 14.05 | 10.01 |
Shriram Elss Tax Saver Fund | -15.93 | -11.06 | -4.63 | 13.08 | 9.14 |
Sundaram Diversified Equity | -14.39 | -10.55 | -3.89 | 12.33 | 8.35 |
Tata Elss Tax Saver Fund | -16.01 | -10.91 | -6.01 | 13.33 | 8.90 |
Taurus Elss Tax Saver Fund | -14.97 | -8.60 | -3.68 | 11.67 | 8.20 |
Union Elss Tax Saver Fund | -13.87 | -12.64 | -5.68 | 12.22 | 8.49 |
Uti Elss Tax Saver Fund | -17.23 | -15.73 | -6.95 | 13.75 | 9.26 |
Pgim India Elss Tax Saver Fund | -15.99 | -10.36 | -4.49 | 12.18 | 8.50 |
Quantum Elss Tax Saver Fund | -14.05 | -7.33 | -4.31 | 12.00 | 8.27 |
Axis Elss Tax Saver Fund | -23.69 | -22.25 | -7.82 | 15.89 | 10.71 |
Calculated On: 31 December 2024
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 Elss Tax Saver Fund |
0.26
|
0.14
|
0.46
|
0.39
|
-2.58
|
0.93 |
0.96
|
0.04
|
0.92
|
-3.3500
|
Bank Of India Elss Tax Saver |
0.64
|
0.35
|
0.62
|
0.37
|
2.02
|
1.00 |
0.87
|
0.09
|
1.34
|
1.7600
|
Canara Robeco Elss Tax Tax Saver Fund |
0.43
|
0.23
|
0.53
|
0.40
|
1.41
|
0.92 |
0.94
|
0.06
|
1.10
|
0.6900
|
Dsp Elss Tax Saver Fund |
0.80
|
0.43
|
0.88
|
0.37
|
4.18
|
0.95 |
0.94
|
0.11
|
1.50
|
4.3600
|
Edelweiss Elss Tax Saver Fund |
0.55
|
0.29
|
0.63
|
0.38
|
1.03
|
0.90 |
0.94
|
0.08
|
1.24
|
-0.9800
|
Navi Elss Tax Saver Fund |
0.24
|
0.14
|
0.41
|
0.39
|
-1.08
|
0.92 |
0.89
|
0.03
|
0.89
|
-0.7300
|
Franklin India Elss Tax Saver Fund |
0.86
|
0.44
|
0.85
|
0.37
|
4.84
|
0.93 |
0.95
|
0.12
|
1.56
|
4.0000
|
Hdfc Taxsaver |
1.08
|
0.58
|
1.24
|
0.37
|
7.82
|
0.87 |
0.95
|
0.15
|
1.78
|
6.0700
|
Hsbc Tax Saver Equity Fund |
0.79
|
0.42
|
0.75
|
0.40
|
5.67
|
0.88 |
0.83
|
0.12
|
1.49
|
4.9000
|
Icici Prudential Elss Tax Saver Fund |
0.46
|
0.24
|
0.61
|
0.39
|
-0.37
|
0.90 |
0.92
|
0.06
|
1.13
|
-2.0100
|
Bandhan Elss Tax Saver Fund |
0.54
|
0.27
|
0.68
|
0.39
|
1.59
|
0.91 |
0.91
|
0.08
|
1.22
|
1.2600
|
Groww Elss Tax Saver Fund |
0.56
|
0.30
|
0.70
|
0.38
|
0.92
|
0.92 |
0.95
|
0.08
|
1.25
|
-0.3400
|
Invesco India Elss Tax Saver Fund |
0.50
|
0.26
|
0.50
|
0.36
|
1.01
|
0.95 |
0.88
|
0.07
|
1.19
|
1.0400
|
Iti Elss Tax Saver Fund |
0.87
|
0.48
|
0.83
|
0.44
|
5.68
|
0.90 |
0.86
|
0.13
|
1.57
|
4.2100
|
Jm Elss Tax Saver Fund |
0.77
|
0.42
|
0.75
|
0.38
|
4.12
|
0.98 |
0.85
|
0.11
|
1.47
|
4.3800
|
Kotak Elss Tax Saver Fund |
0.74
|
0.38
|
0.82
|
0.40
|
3.64
|
0.87 |
0.92
|
0.11
|
1.44
|
1.3400
|
Lic Mf Elss Tax Saver |
0.56
|
0.30
|
0.63
|
0.40
|
1.87
|
0.85 |
0.82
|
0.09
|
1.25
|
-0.5400
|
Mahindra Manulife Elss Tax Saver Fund |
0.40
|
0.22
|
0.56
|
0.41
|
-0.47
|
0.93 |
0.94
|
0.06
|
1.08
|
-1.2800
|
Mirae Asset Elss Tax Saver Fund |
0.49
|
0.26
|
0.61
|
0.37
|
0.71
|
0.92 |
0.95
|
0.07
|
1.17
|
0.2900
|
Motilal Oswal Elss Tax Saver Fund |
1.31
|
0.73
|
1.01
|
0.40
|
12.72
|
0.94 |
0.81
|
0.20
|
2.01
|
11.5000
|
Parag Parikh Elss Tax Saver Fund |
0.94
|
0.49
|
0.94
|
0.37
|
6.93
|
0.66 |
0.83
|
0.14
|
1.64
|
2.9300
|
Quant Elss Tax Saver Fund |
0.53
|
0.28
|
0.67
|
0.35
|
3.55
|
1.11 |
0.71
|
0.08
|
1.18
|
5.5200
|
Nippon India Elss Tax Saver Fund |
0.69
|
0.37
|
0.85
|
0.39
|
4.73
|
0.98 |
0.94
|
0.09
|
1.37
|
4.7200
|
Sbi Long Term Equity Fund |
1.12
|
0.61
|
1.18
|
0.37
|
8.85
|
0.99 |
0.92
|
0.16
|
1.83
|
10.0300
|
Shriram Elss Tax Saver Fund |
0.47
|
0.25
|
0.64
|
0.40
|
0.01
|
0.90 |
0.89
|
0.07
|
1.15
|
-0.7700
|
Sundaram Diversified Equity |
0.41
|
0.22
|
0.60
|
0.41
|
-0.12
|
0.88 |
0.95
|
0.06
|
1.08
|
-1.6900
|
Tata Elss Tax Saver Fund |
0.61
|
0.34
|
0.75
|
0.37
|
4.04
|
1.00 |
0.92
|
0.08
|
1.26
|
4.6700
|
Taurus Elss Tax Saver Fund |
0.90
|
0.47
|
0.97
|
0.36
|
7.47
|
0.75 |
0.79
|
0.14
|
1.60
|
5.7100
|
Union Elss Tax Saver Fund |
0.54
|
0.28
|
0.62
|
0.39
|
0.94
|
0.87 |
0.94
|
0.08
|
1.22
|
-1.0800
|
Uti Elss Tax Saver Fund |
0.24
|
0.14
|
0.41
|
0.40
|
-2.90
|
0.96 |
0.90
|
0.04
|
0.91
|
-3.5100
|
Pgim India Elss Tax Saver Fund |
0.44
|
0.23
|
0.62
|
0.39
|
0.85
|
0.83 |
0.87
|
0.06
|
1.11
|
-1.4100
|
Quantum Elss Tax Saver Fund |
0.84
|
0.46
|
1.01
|
0.36
|
7.19
|
0.89 |
0.90
|
0.11
|
1.47
|
6.7000
|
Axis Elss Tax Saver Fund |
0.04
|
0.05
|
0.23
|
0.42
|
-7.10
|
1.05 |
0.83
|
0.01
|
0.68
|
-8.5200
|
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 ELSS Tax Saver Fund | 13,447.20 | 11,976.76 | 45,648.00 | 44,097.98 | 100,410.00 | 82,362.48 | 144,118.80 | 125,283.48 | 314,592.00 | 210,519.48 | 901,800.00 | 497,817.54 |
Baroda BNP Paribas ELSS Tax Saver Fund | 14,235.60 | 12,460.33 | ||||||||||
Bank of India ELSS Tax Saver | 13,845.60 | 11,888.02 | 54,104.40 | 49,170.10 | 167,766.00 | 104,739.84 | 227,413.20 | 178,623.23 | 507,024.00 | 321,796.44 | 1,200,960.00 | 731,936.34 |
Canara Robeco ELSS TAX Tax Saver Fund | 13,634.40 | 12,207.54 | 48,560.40 | 45,732.96 | 141,864.00 | 94,130.94 | 229,084.80 | 157,882.45 | 422,988.00 | 281,835.72 | 1,323,090.00 | 639,391.14 |
NJ Elss Tax Saver Scheme | 12,780.00 | 11,793.16 | ||||||||||
Whiteoak Capital Elss Tax Saver Fund | 14,746.80 | 12,841.57 | ||||||||||
Samco Elss Tax Saver Fund | 12,018.00 | 11,402.90 | ||||||||||
DSP ELSS Tax Saver Fund | 14,368.80 | 12,399.02 | 55,296.00 | 49,338.40 | 148,026.00 | 104,047.08 | 222,230.40 | 171,129.50 | 487,884.00 | 302,478.48 | 1,499,760.00 | 739,593.54 |
Edelweiss ELSS Tax saver Fund | 13,813.20 | 12,236.27 | 50,292.00 | 46,675.33 | 126,192.00 | 94,626.78 | 177,592.80 | 149,464.14 | 356,052.00 | 249,414.96 | 1,065,438.00 | 554,239.62 |
Navi ELSS Tax Saver Fund | 13,036.80 | 11,944.64 | 45,540.00 | 43,775.82 | 108,966.00 | 86,544.42 | 159,104.40 | 134,252.24 | ||||
Navi ELSS Tax Saver Nifty 50 Index Fund | 12,918.00 | 11,923.18 | ||||||||||
Franklin India ELSS Tax Saver Fund | 13,920.00 | 12,232.61 | 55,058.40 | 48,871.30 | 142,116.00 | 104,105.04 | 206,052.00 | 164,748.53 | 402,120.00 | 275,887.68 | 1,361,304.00 | 647,171.64 |
Hdfc Taxsaver | 14,102.40 | 12,293.99 | 60,400.80 | 50,096.99 | 147,054.00 | 108,501.54 | 191,914.80 | 169,371.13 | 378,204.00 | 281,206.92 | 1,135,296.00 | 606,794.04 |
Hsbc Tax Saver Equity Fund | 15,008.40 | 12,965.30 | 53,838.00 | 50,659.27 | 137,514.00 | 103,698.54 | 187,765.20 | 163,475.68 | 394,548.00 | 275,196.36 | 1,166,220.00 | 623,919.96 |
HSBC Elss Tax Saver Fund | 14,950.80 | 12,668.02 | ||||||||||
ICICI Prudential ELSS Tax Saver Fund | 13,693.20 | 12,140.89 | 49,557.60 | 45,748.15 | 127,926.00 | 94,391.64 | 196,602.00 | 150,963.88 | 380,328.00 | 257,934.84 | 601,351.74 | |
Bandhan ELSS Tax saver Fund | 13,078.80 | 11,790.04 | 49,716.00 | 44,984.20 | 150,198.00 | 99,451.74 | 196,266.00 | 161,668.67 | 452,004.00 | 284,556.36 | 1,464,516.00 | 691,138.98 |
Groww ELSS Tax Saver Fund | 13,286.40 | 11,888.71 | 49,219.20 | 45,393.66 | 111,804.00 | 89,208.48 | 155,164.80 | 137,249.45 | ||||
Invesco India ELSS Tax Saver Fund | 14,283.60 | 12,553.30 | 49,816.80 | 48,837.24 | 133,422.00 | 97,462.62 | 204,111.60 | 156,482.26 | 428,736.00 | 273,213.60 | 1,413,774.00 | 663,884.10 |
ITI ELSS Tax Saver Fund | 13,576.80 | 11,798.52 | 56,062.80 | 49,175.82 | 124,122.00 | 97,165.26 | ||||||
JM ELSS Tax Saver Fund | 14,581.20 | 12,348.54 | 55,364.40 | 50,308.42 | 147,762.00 | 105,849.24 | 233,326.80 | 173,670.00 | 479,424.00 | 308,771.76 | 1,127,250.00 | 709,718.22 |
Kotak ELSS Tax Saver Fund | 14,035.20 | 11,994.80 | 52,009.20 | 46,483.63 | 135,732.00 | 97,462.86 | 212,528.40 | 159,823.86 | 426,516.00 | 278,977.56 | 1,152,414.00 | 633,573.54 |
LIC MF ELSS Tax Saver | 14,386.80 | 12,613.33 | 50,490.00 | 47,306.41 | 117,876.00 | 94,483.08 | 184,800.00 | 148,560.22 | 355,356.00 | 252,859.80 | 941,202.00 | 541,772.46 |
Mahindra Manulife ELSS Tax Saver Fund | 12,974.40 | 11,872.93 | 47,952.00 | 44,276.04 | 131,184.00 | 92,741.58 | 176,475.60 | 148,187.42 | ||||
Mirae Asset ELSS Tax Saver Fund | 13,650.00 | 12,192.52 | 49,600.80 | 46,203.08 | 138,384.00 | 96,128.10 | 217,929.60 | 160,083.84 | ||||
Motilal Oswal ELSS Tax Saver Fund | 15,932.40 | 13,105.51 | 64,681.20 | 57,077.06 | 158,100.00 | 119,225.94 | 232,814.40 | 190,137.19 | ||||
Parag Parikh ELSS Tax Saver Fund | 13,908.00 | 12,441.90 | 54,784.80 | 47,532.35 | 160,308.00 | 101,758.92 | ||||||
quant Elss Tax Saver Fund | 12,741.60 | 11,179.99 | 53,172.00 | 45,707.33 | 217,704.00 | 111,518.58 | 301,081.20 | 203,229.26 | 700,188.00 | 387,481.92 | 1,290,258.00 | 908,632.44 |
Nippon India ELSS Tax Saver Fund | 13,669.20 | 11,958.78 | 52,884.00 | 47,012.69 | 124,998.00 | 99,448.80 | 142,800.00 | 151,240.99 | 295,932.00 | 237,832.44 | 1,133,856.00 | 553,163.22 |
Sbi Long Term Equity Fund | 14,688.00 | 12,344.92 | 63,759.60 | 53,461.66 | 167,934.00 | 115,379.94 | 227,841.60 | 186,933.10 | 447,144.00 | 313,518.84 | 1,266,660.00 | 694,861.92 |
Shriram ELSS Tax Saver Fund | 12,691.20 | 11,447.30 | 46,598.40 | 43,529.22 | 111,366.00 | 84,973.80 | ||||||
Sundaram Diversified Equity | 13,180.80 | 12,045.65 | 47,631.60 | 43,870.32 | 117,252.00 | 89,816.16 | 158,155.20 | 139,439.24 | 337,488.00 | 231,842.76 | 845,766.00 | 504,425.52 |
Sundaram ELSS Tax Saver Fund | 13,549.20 | 12,098.59 | 49,323.60 | 45,162.00 | ||||||||
Tata ELSS Tax Saver Fund | 14,000.40 | 12,419.02 | 51,861.60 | 46,975.07 | 130,302.00 | 96,760.38 | 191,872.80 | 154,916.58 | 447,048.00 | 271,232.52 | ||
Taurus ELSS tax saver fund | 13,658.40 | 12,231.32 | 53,816.40 | 47,586.92 | 127,644.00 | 95,939.70 | 190,789.20 | 151,053.76 | 391,548.00 | 261,891.72 | 961,920.00 | 556,288.56 |
Union ELSS Tax Saver Fund | 13,298.40 | 11,967.94 | 49,240.80 | 45,297.50 | 137,550.00 | 94,592.46 | 203,128.80 | 155,443.60 | 342,384.00 | 261,257.88 | ||
UTI ELSS Tax Saver Fund | 13,274.40 | 12,059.02 | 45,367.20 | 44,402.26 | 123,228.00 | 89,553.54 | 182,364.00 | 144,514.27 | 357,912.00 | 245,753.16 | 930,690.00 | 530,114.22 |
PGIM India ELSS Tax Saver Fund | 13,567.20 | 12,456.66 | 47,671.20 | 44,662.14 | 132,612.00 | 93,546.18 | 192,024.00 | 150,807.80 | ||||
Quantum ELSS Tax Saver Fund | 14,096.40 | 12,322.92 | 54,867.60 | 48,107.74 | 133,536.00 | 98,688.96 | 182,238.00 | 152,741.90 | ||||
Axis ELSS Tax Saver Fund | 13,728.00 | 12,145.01 | 42,314.40 | 44,171.78 | 107,136.00 | 83,616.96 | 177,853.20 | 133,250.80 | 357,840.00 | 233,051.52 | 1,618,200.00 | 621,039.24 |
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 ELSS Tax Saver Fund | 13,546.80 | 12,027.06 | 46,742.40 | 44,662.82 | 104,658.00 | 84,223.56 | 153,451.20 | 129,446.52 | 343,980.00 | 221,675.52 | ||
Baroda BNP Paribas ELSS Tax Saver Fund | 14,407.20 | 12,545.78 | ||||||||||
Bank of India ELSS Tax Saver | 13,996.80 | 11,962.49 | 55,940.40 | 50,105.09 | 177,102.00 | 108,260.04 | 245,784.00 | 187,195.09 | 573,888.00 | 345,687.12 | ||
Canara Robeco ELSS TAX Tax Saver Fund | 13,791.60 | 12,287.16 | 50,407.20 | 46,657.91 | 150,666.00 | 97,612.14 | 247,623.60 | 165,979.72 | 466,260.00 | 301,511.88 | ||
NJ Elss Tax Saver Scheme | 13,014.00 | 11,913.36 | ||||||||||
Whiteoak Capital Elss Tax Saver Fund | 14,990.40 | 12,961.30 | ||||||||||
Zerodha Elss Tax Saver Nifty Largemidcap 250 Index Fund | 13,646.40 | 12,119.27 | ||||||||||
Samco Elss Tax Saver Fund | 12,183.60 | 11,493.00 | ||||||||||
DSP ELSS Tax Saver Fund | 14,500.80 | 12,463.04 | 56,869.20 | 50,121.36 | 155,160.00 | 107,019.12 | 237,526.80 | 178,072.27 | 535,536.00 | 320,891.04 | ||
Edelweiss ELSS Tax saver Fund | 14,042.40 | 12,348.54 | 52,880.40 | 47,997.11 | 137,280.00 | 99,415.68 | 199,516.80 | 160,142.47 | 409,500.00 | 274,078.20 | ||
Navi ELSS Tax Saver Fund | 13,285.20 | 12,071.34 | 48,236.40 | 45,193.25 | 119,724.00 | 91,486.50 | 180,768.00 | 144,848.42 | ||||
Navi ELSS Tax Saver Nifty 50 Index Fund | 13,033.20 | 11,982.30 | ||||||||||
Franklin India ELSS Tax Saver Fund | 14,029.20 | 12,287.45 | 56,437.20 | 49,560.16 | 148,266.00 | 106,746.36 | 219,164.40 | 170,664.73 | 440,436.00 | 290,835.96 | ||
Hdfc Taxsaver | 14,188.80 | 12,336.46 | 61,516.80 | 50,627.59 | 151,524.00 | 110,516.04 | 200,424.00 | 173,639.34 | 402,288.00 | 291,703.56 | ||
Hsbc Tax Saver Equity Fund | 15,140.40 | 13,029.65 | 55,566.00 | 51,498.90 | 145,560.00 | 107,044.38 | 202,389.60 | 171,001.82 | 434,400.00 | 292,832.16 | ||
HSBC Elss Tax Saver Fund | 15,064.80 | 12,724.20 | ||||||||||
ICICI Prudential ELSS Tax Saver Fund | 13,783.20 | 12,184.87 | 50,536.80 | 46,242.54 | 132,180.00 | 96,252.72 | 206,791.20 | 155,238.80 | 414,504.00 | 270,072.60 | ||
Bandhan ELSS Tax saver Fund | 13,225.20 | 11,862.68 | 51,472.80 | 45,855.90 | 158,892.00 | 102,996.66 | 212,881.20 | 169,656.56 | 507,840.00 | 305,415.24 | ||
Groww ELSS Tax Saver Fund | 13,514.40 | 12,005.62 | 51,703.20 | 46,652.29 | 123,564.00 | 94,062.42 | 174,661.20 | 147,613.79 | ||||
Invesco India ELSS Tax Saver Fund | 14,451.60 | 12,635.21 | 51,656.40 | 49,817.41 | 141,744.00 | 100,967.34 | 223,087.20 | 164,548.36 | 493,020.00 | 295,629.24 | ||
ITI ELSS Tax Saver Fund | 13,824.00 | 11,918.30 | 59,338.80 | 50,764.25 | 137,256.00 | 102,855.06 | ||||||
JM ELSS Tax Saver Fund | 14,763.60 | 12,433.28 | 57,135.60 | 51,280.24 | 154,824.00 | 109,111.38 | 248,152.80 | 180,734.06 | 535,548.00 | 328,122.84 | ||
Kotak ELSS Tax Saver Fund | 14,204.40 | 12,074.64 | 54,028.80 | 47,469.64 | 144,756.00 | 101,255.04 | 231,924.00 | 168,581.87 | 485,844.00 | 301,686.84 | ||
LIC MF ELSS Tax Saver | 14,571.60 | 12,703.42 | 52,236.00 | 48,234.46 | 125,076.00 | 97,750.14 | 200,466.00 | 155,771.03 | 395,172.00 | 270,786.60 | ||
Mahindra Manulife ELSS Tax Saver Fund | 13,180.80 | 11,977.55 | 50,382.00 | 45,492.08 | 142,530.00 | 97,416.54 | 199,298.40 | 158,789.32 | ||||
Mirae Asset ELSS Tax Saver Fund | 13,783.20 | 12,258.94 | 51,202.80 | 46,997.71 | 147,006.00 | 99,392.88 | 238,274.40 | 168,496.61 | ||||
Motilal Oswal ELSS Tax Saver Fund | 16,123.20 | 13,196.22 | 67,071.60 | 58,296.20 | 168,348.00 | 123,721.62 | 254,226.00 | 200,243.57 | ||||
Parag Parikh ELSS Tax Saver Fund | 14,061.60 | 12,518.66 | 56,782.80 | 48,458.66 | 170,358.00 | 105,496.20 | ||||||
quant Elss Tax Saver Fund | 12,872.40 | 11,245.21 | 55,281.60 | 46,620.00 | 235,548.00 | 116,818.56 | 331,875.60 | 217,243.40 | 777,672.00 | 420,572.76 | ||
Nippon India ELSS Tax Saver Fund | 13,761.60 | 12,003.71 | 53,996.40 | 47,556.47 | 129,468.00 | 101,537.94 | 150,301.20 | 155,575.48 | 319,248.00 | 248,033.04 | ||
Sbi Long Term Equity Fund | 14,787.60 | 12,391.43 | 65,044.80 | 54,100.15 | 173,466.00 | 117,723.90 | 238,551.60 | 192,121.19 | 476,916.00 | 326,015.52 | ||
Shriram ELSS Tax Saver Fund | 12,901.20 | 11,553.40 | 49,057.20 | 44,775.76 | 121,662.00 | 89,320.50 | ||||||
Sundaram Diversified Equity | 13,255.20 | 12,083.12 | 48,474.00 | 44,287.16 | 120,414.00 | 91,306.74 | 163,934.40 | 142,485.17 | 354,192.00 | 239,025.36 | ||
Sundaram ELSS Tax Saver Fund | 13,623.60 | 12,135.50 | 50,176.80 | 45,586.51 | ||||||||
Tata ELSS Tax Saver Fund | 14,157.60 | 12,497.51 | 53,704.80 | 47,883.20 | 138,642.00 | 100,216.14 | 209,689.20 | 163,054.00 | 505,224.00 | 292,542.00 | ||
Taurus ELSS tax saver fund | 13,741.20 | 12,270.72 | 54,864.00 | 48,097.51 | 132,150.00 | 97,794.72 | 200,046.00 | 155,226.46 | 423,540.00 | 273,013.92 | ||
Union ELSS Tax Saver Fund | 13,419.60 | 12,029.40 | 50,576.40 | 45,985.50 | 142,800.00 | 96,963.84 | 212,864.40 | 160,410.77 | 368,580.00 | 272,942.64 | ||
UTI ELSS Tax Saver Fund | 13,408.80 | 12,126.25 | 46,767.60 | 45,157.46 | 129,456.00 | 92,221.56 | 194,997.60 | 150,506.92 | 393,912.00 | 260,431.80 | ||
PGIM India ELSS Tax Saver Fund | 13,771.20 | 12,563.77 | 49,870.80 | 45,792.04 | 142,152.00 | 97,623.36 | 213,292.80 | 160,075.61 | ||||
Quantum ELSS Tax Saver Fund | 14,251.20 | 12,398.29 | 56,188.80 | 48,867.41 | 138,090.00 | 100,950.66 | 189,655.20 | 157,075.46 | 387,336.00 | 263,001.84 | 1,170,324.00 | 578,793.24 |
Axis ELSS Tax Saver Fund | 13,830.00 | 12,195.12 | 43,315.20 | 44,725.82 | 111,510.00 | 85,498.38 | 188,647.20 | 137,660.80 | 392,256.00 | 245,436.48 |