• Motilal Oswal Midcap Fund: Highest 5-year XIRR at 40.58%, Sharpe Ratio 1.89, moderate volatility.
  • Quant Mid Cap Fund: 5-year XIRR of 35.74%, high Sharpe Ratio 1.35, higher volatility with max drawdown -11.98%.
  • Edelweiss Mid Cap Fund: 5-year XIRR at 35.08%, moderate risk with Sharpe Ratio 1.32, max drawdown -12.36%.
  • Nippon India Growth Fund: 5-year XIRR of 34.24%, balanced risk profile, max drawdown -10.18%.
  • HDFC Mid Cap Opportunities Fund: 5-year XIRR 33.80%, strong Sharpe Ratio 1.52, low volatility with -9.43% max drawdown.

 

 
Fund Name
quant Elss Tax Saver Fund
Motilal Oswal ELSS Tax Saver Fund
Sbi Long Term Equity Fund
JM ELSS Tax Saver Fund
Hdfc Taxsaver
Bank of India ELSS Tax Saver

ELSS Fund Returns Since Nov 2019

 
Fund Name
quant flexi cap fund
JM Flexicap Fund
HDFC Flexi Cap Fund
Franklin India Flexi Cap Fund
Edelweiss Flexi Cap Fund
HSBC Flexi Cap Fund

Flexi Cap Fund returns