In the ELSS (Tax Saving) Fund category, Hdfc Taxsaver is the top ranked fund. The category has total 35 funds. The 5 star rating shows an excellent past performance of the Hdfc Taxsaver in ELSS (Tax Saving) Fund. The fund has a Jensen Alpha of 8.93% which is higher than the category average of 0.91%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.04 which is higher than the category average of 0.47. Read Full Review
Sbi Long Term Equity Fund is the second ranked fund in the ELSS (Tax Saving) Fund category. The category has total 35 funds. The 5 star rating shows an excellent past performance of the Sbi Long Term Equity Fund in ELSS (Tax Saving) Fund. The fund has a Jensen Alpha of 9.57% which is higher than the category average of 0.91%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.04 which is higher than the category average of 0.47. Read Full Review
In the ELSS (Tax Saving) Fund category, Parag Parikh ELSS Tax Saver Fund is the third ranked fund. The category has total 35 funds. The 5 star rating shows an excellent past performance of the Parag Parikh ELSS Tax Saver Fund in ELSS (Tax Saving) Fund. The fund has a Jensen Alpha of 7.68% which is higher than the category average of 0.91%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.91 which is higher than the category average of 0.47. Read Full Review
In the ELSS (Tax Saving) Fund category, DSP ELSS Tax Saver Fund is the 4th ranked fund. The category has total 35 funds. The DSP ELSS Tax Saver Fund has shown an excellent past performence in ELSS (Tax Saving) Fund. The fund has a Jensen Alpha of 4.13% which is higher than the category average of 0.91%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.69 which is higher than the category average of 0.47. Read Full Review
In the ELSS (Tax Saving) Fund category, Quantum ELSS Tax Saver Fund is the 5th ranked fund. The category has total 35 funds. The 5 star rating shows an excellent past performance of the Quantum ELSS Tax Saver Fund in ELSS (Tax Saving) Fund. The fund has a Jensen Alpha of 4.46% which is higher than the category average of 0.91%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.69 which is higher than the category average of 0.47. Read Full Review
Taurus ELSS tax saver fund is the 6th ranked fund in the ELSS (Tax Saving) Fund category. The category has total 35 funds. The 5 star rating shows an excellent past performance of the Taurus ELSS tax saver fund in ELSS (Tax Saving) Fund. The fund has a Jensen Alpha of 4.88% which is higher than the category average of 0.91%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.67 which is higher than the category average of 0.47. Read Full Review
Franklin India ELSS Tax Saver Fund is the 7th ranked fund in the ELSS (Tax Saving) Fund category. The category has total 35 funds. The 5 star rating shows an excellent past performance of the Franklin India ELSS Tax Saver Fund in ELSS (Tax Saving) Fund. The fund has a Jensen Alpha of 3.83% which is higher than the category average of 0.91%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.68 which is higher than the category average of 0.47. Read Full Review
In the ELSS (Tax Saving) Fund category, Motilal Oswal ELSS Tax Saver Fund is the 8th ranked fund. The category has total 35 funds. The 5 star rating shows an excellent past performance of the Motilal Oswal ELSS Tax Saver Fund in ELSS (Tax Saving) Fund. The fund has a Jensen Alpha of 5.77% which is higher than the category average of 0.91%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.72 which is higher than the category average of 0.47. Read Full Review
In the ELSS (Tax Saving) Fund category, LIC MF ELSS Tax Saver is the 9th ranked fund. The category has total 35 funds. The LIC MF ELSS Tax Saver has shown a very good past performence in ELSS (Tax Saving) Fund. The fund has a Jensen Alpha of 1.06% which is higher than the category average of 0.91%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.45 which is lower than the category average of 0.47. Read Full Review
In the ELSS (Tax Saving) Fund category, Hsbc Tax Saver Equity Fund is the 10th ranked fund. The category has total 35 funds. The 4 star rating shows a very good past performance of the Hsbc Tax Saver Equity Fund in ELSS (Tax Saving) Fund. The fund has a Jensen Alpha of 0.88% which is lower than the category average of 0.91%, showing poor performance. The fund has a Sharpe Ratio of 0.47 which is lower than the category average of 0.47. Read Full Review
| 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 |
|---|
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 | |
% | 19.08% | 27.66% | 13.95% | 11.90% | % | 19.81% | 28.43% | 14.65% | 12.60% | 12.56% | -12.96% | -14.39% | 8.93% | 0.83 | 0.57 | 1.04 | |
| 2 | |
% | 20.64% | 28.69% | 15.78% | 12.88% | % | 21.44% | 29.52% | 16.53% | 13.61% | 14.55% | -15.39% | -14.86% | 9.57% | 0.95 | 0.56 | 1.04 | |
| 3 | |
% | 15.01% | 26.57% | % | % | % | 16.37% | 28.10% | % | % | 10.64% | -9.56% | -15.29% | 7.68% | 0.66 | 0.46 | 0.91 | |
| 4 | |
% | 15.80% | 26.65% | 15.63% | 14.42% | % | 16.88% | 27.85% | 16.73% | 15.50% | 14.61% | -15.91% | -16.97% | 4.13% | 0.96 | 0.38 | 0.69 | |
| 5 | |
% | 14.35% | 23.89% | 12.03% | % | % | 15.31% | 24.76% | 12.71% | 11.81% | 12.61% | -12.22% | -14.28% | 4.46% | 0.82 | 0.36 | 0.69 | |
| 6 | |
% | 13.32% | 21.69% | 11.88% | 11.42% | % | 14.05% | 22.52% | 12.64% | 12.31% | 12.37% | -12.19% | -15.39% | 4.88% | 0.75 | 0.34 | 0.67 | |
| 7 | |
% | 15.03% | 26.31% | 13.72% | 11.80% | % | 15.98% | 27.37% | 14.72% | 12.82% | 14.19% | -15.81% | -18.53% | 3.83% | 0.94 | 0.34 | 0.68 | |
| 8 | |
% | 18.88% | 25.47% | 13.33% | 14.71% | % | 20.32% | 27.05% | 14.76% | 16.21% | 19.28% | -25.67% | -26.44% | 5.77% | 1.14 | 0.33 | 0.72 | |
| 9 | |
% | 12.23% | 21.15% | 11.77% | 10.39% | % | 13.50% | 22.59% | 13.08% | 11.59% | 14.45% | -15.05% | -18.01% | 1.06% | 0.89 | 0.24 | 0.45 | |
| 10 | |
% | 13.54% | 23.49% | 11.86% | 11.67% | % | 14.70% | 24.88% | 13.07% | 12.75% | 15.71% | -17.31% | -19.18% | 0.88% | 0.98 | 0.23 | 0.47 |
Return Calculated On: 11 April 2025 | Ratios Calculated On: 28 March 2025
As On: 11 April 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NJ Elss Tax Saver Scheme |
1.81
|
0.15
|
1.73
|
-6.89
|
-17.86
|
|
|
|
|
|
|
| Aditya Birla Sun Life ELSS Tax Saver Fund |
1.88
|
-0.32
|
1.39
|
-2.59
|
-12.64
|
|
8.95
|
15.32
|
7.77
|
8.83
|
10.90
|
| Whiteoak Capital Elss Tax Saver Fund |
1.87
|
-0.36
|
1.46
|
-4.08
|
-10.58
|
|
|
|
|
|
|
| Baroda BNP Paribas ELSS Tax Saver Fund |
2.29
|
-0.04
|
2.55
|
-3.76
|
-11.06
|
|
13.07
|
|
|
|
|
| Bank of India ELSS Tax Saver |
2.41
|
-0.75
|
1.76
|
-6.76
|
-16.81
|
|
13.01
|
24.49
|
13.89
|
13.56
|
12.65
|
| Canara Robeco ELSS TAX Tax Saver Fund |
1.76
|
-0.19
|
1.99
|
-3.62
|
-12.49
|
|
10.98
|
22.16
|
14.74
|
12.29
|
13.37
|
| Samco Elss Tax Saver Fund |
3.00
|
-0.96
|
2.26
|
-13.72
|
-23.87
|
|
|
|
|
|
|
| DSP ELSS Tax Saver Fund |
1.96
|
-0.13
|
2.67
|
-0.37
|
-9.42
|
|
15.80
|
26.65
|
15.63
|
14.42
|
14.80
|
| Edelweiss ELSS Tax saver Fund |
1.73
|
-1.01
|
1.68
|
-4.55
|
-13.39
|
|
10.96
|
21.49
|
11.14
|
10.06
|
11.97
|
| Navi ELSS Tax Saver Fund |
1.60
|
-0.24
|
2.15
|
-4.49
|
-12.06
|
|
8.52
|
19.05
|
9.72
|
|
|
As On: 11 April 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Whiteoak Capital Elss Tax Saver Fund |
1.88
|
-0.33
|
1.61
|
-3.70
|
-9.84
|
|
|
|
|
|
|
| Canara Robeco ELSS TAX Tax Saver Fund |
1.76
|
-0.17
|
2.09
|
-3.36
|
-12.00
|
|
12.34
|
23.65
|
16.02
|
13.40
|
|
| Aditya Birla Sun Life ELSS Tax Saver Fund |
1.88
|
-0.30
|
1.44
|
-2.43
|
-12.34
|
|
9.79
|
16.27
|
8.73
|
9.80
|
|
| Baroda BNP Paribas ELSS Tax Saver Fund |
2.30
|
-0.01
|
2.65
|
-3.48
|
-10.52
|
|
14.43
|
|
|
|
|
| Bank of India ELSS Tax Saver |
2.42
|
-0.73
|
1.87
|
-6.50
|
-16.34
|
|
14.28
|
25.85
|
15.16
|
14.96
|
|
| NJ Elss Tax Saver Scheme |
1.75
|
0.15
|
1.90
|
-6.49
|
-17.13
|
|
|
|
|
|
|
| Zerodha Elss Tax Saver Nifty Largemidcap 250 Index Fund |
1.84
|
-0.30
|
2.35
|
-2.34
|
-12.40
|
|
|
|
|
|
|
| Samco Elss Tax Saver Fund |
2.99
|
-0.93
|
2.36
|
-13.45
|
-23.36
|
|
|
|
|
|
|
| DSP ELSS Tax Saver Fund |
1.97
|
-0.11
|
2.75
|
-0.14
|
-9.00
|
|
16.88
|
27.85
|
16.73
|
15.50
|
|
| Edelweiss ELSS Tax saver Fund |
1.73
|
-0.98
|
1.83
|
-4.18
|
-12.69
|
|
12.82
|
23.55
|
13.01
|
11.64
|
|
As On: 11 April 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Whiteoak Capital Elss Tax Saver Fund |
-21.22
|
|
|
|
|
|
| Aditya Birla Sun Life ELSS Tax Saver Fund |
-25.02
|
7.79
|
9.37
|
9.36
|
9.33
|
11.55
|
| Baroda BNP Paribas ELSS Tax Saver Fund |
-23.06
|
13.28
|
|
|
|
|
| Bank of India ELSS Tax Saver |
-33.28
|
10.04
|
15.46
|
17.14
|
15.90
|
15.24
|
| Canara Robeco ELSS TAX Tax Saver Fund |
-24.65
|
9.11
|
13.56
|
15.10
|
14.51
|
14.27
|
| NJ Elss Tax Saver Scheme |
-30.48
|
|
|
|
|
|
| Samco Elss Tax Saver Fund |
|
|
|
|
|
|
| DSP ELSS Tax Saver Fund |
-19.66
|
16.12
|
18.97
|
18.40
|
16.40
|
16.33
|
| Edelweiss ELSS Tax saver Fund |
-26.05
|
9.51
|
13.49
|
13.45
|
12.05
|
12.49
|
| Navi ELSS Tax Saver Fund |
-26.14
|
6.36
|
10.65
|
10.81
|
|
|
As On: 11 April 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life ELSS Tax Saver Fund |
-24.51
|
8.64
|
10.26
|
10.27
|
10.29
|
|
| Baroda BNP Paribas ELSS Tax Saver Fund |
-22.17
|
14.71
|
|
|
|
|
| Bank of India ELSS Tax Saver |
-32.55
|
11.34
|
16.81
|
18.48
|
17.22
|
|
| Canara Robeco ELSS TAX Tax Saver Fund |
-23.82
|
10.47
|
15.02
|
16.51
|
15.78
|
|
| Samco Elss Tax Saver Fund |
|
|
|
|
|
|
| NJ Elss Tax Saver Scheme |
-29.26
|
|
|
|
|
|
| Whiteoak Capital Elss Tax Saver Fund |
-19.96
|
|
|
|
|
|
| Zerodha Elss Tax Saver Nifty Largemidcap 250 Index Fund |
-24.69
|
|
|
|
|
|
| DSP ELSS Tax Saver Fund |
-18.96
|
17.24
|
20.13
|
19.53
|
17.50
|
|
| Edelweiss ELSS Tax saver Fund |
-24.89
|
11.43
|
15.50
|
15.41
|
13.84
|
|
Calculated On: 28 March 2025
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Elss Tax Saver Fund | -16.28 | -17.83 | -7.41 | 13.80 | 9.84 |
| Baroda Bnp Paribas Elss Tax Saver Fund | -16.77 | -16.83 | -9.27 | 15.02 | 10.49 |
| Bank Of India Elss Tax Saver | -23.08 | -23.77 | -7.97 | 17.59 | 12.67 |
| Canara Robeco Elss Tax Tax Saver Fund | -16.30 | -17.73 | -6.93 | 14.12 | 9.90 |
| Dsp Elss Tax Saver Fund | -16.97 | -15.91 | -6.56 | 14.61 | 10.06 |
| Edelweiss Elss Tax Saver Fund | -17.07 | -17.95 | -7.01 | 14.51 | 10.32 |
| Navi Elss Tax Saver Fund | -18.75 | -18.10 | -8.13 | 14.16 | 9.90 |
| Franklin India Elss Tax Saver Fund | -18.53 | -15.81 | -7.56 | 14.19 | 10.23 |
| Hdfc Taxsaver | -14.39 | -12.96 | -5.84 | 12.56 | 8.81 |
| Hsbc Tax Saver Equity Fund | -19.18 | -17.31 | -5.65 | 15.71 | 11.57 |
Calculated On: 28 March 2025
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|
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
|
0.38
|
0.37
|
-2.32
|
0.92 |
0.97
|
0.04
|
0.94
|
-3.4100
|
| Baroda Bnp Paribas Elss Tax Saver Fund |
0.47
|
0.25
|
0.53
|
0.42
|
0.75
|
0.96 |
0.90
|
0.07
|
1.19
|
0.2300
|
| Bank Of India Elss Tax Saver |
0.46
|
0.24
|
0.45
|
0.42
|
-0.08
|
1.11 |
0.87
|
0.07
|
1.19
|
1.3700
|
| Canara Robeco Elss Tax Tax Saver Fund |
0.36
|
0.19
|
0.44
|
0.42
|
-0.91
|
0.93 |
0.96
|
0.05
|
1.06
|
-1.7800
|
| Dsp Elss Tax Saver Fund |
0.69
|
0.38
|
0.67
|
0.37
|
4.13
|
0.96 |
0.94
|
0.11
|
1.45
|
3.5800
|
| Edelweiss Elss Tax Saver Fund |
0.39
|
0.20
|
0.45
|
0.40
|
-0.61
|
0.95 |
0.94
|
0.06
|
1.09
|
-1.2600
|
| Navi Elss Tax Saver Fund |
0.20
|
0.12
|
0.35
|
0.41
|
-3.16
|
0.93 |
0.94
|
0.03
|
0.87
|
-4.1600
|
| Franklin India Elss Tax Saver Fund |
0.68
|
0.34
|
0.65
|
0.38
|
3.83
|
0.94 |
0.96
|
0.10
|
1.43
|
3.0200
|
| Hdfc Taxsaver |
1.04
|
0.57
|
0.89
|
0.36
|
8.93
|
0.83 |
0.96
|
0.16
|
1.83
|
6.6600
|
| Hsbc Tax Saver Equity Fund |
0.47
|
0.23
|
0.53
|
0.43
|
0.88
|
0.98 |
0.85
|
0.08
|
1.19
|
0.6200
|