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 | |
32.30% | 22.57% | 21.76% | 15.73% | % | 33.89% | 24.06% | 23.30% | 17.19% | % | 14.21% | -16.39% | -14.63% | 12.72% | 0.94 | 0.73 | 1.31 | |
2 | |
21.26% | 22.22% | 23.02% | 15.29% | 13.98% | 22.08% | 23.04% | 23.81% | 16.05% | 14.72% | 14.05% | -9.97% | -14.86% | 8.85% | 0.99 | 0.61 | 1.12 | |
3 | |
17.22% | 19.96% | 19.86% | 12.58% | 12.12% | 17.94% | 20.70% | 20.58% | 13.28% | 12.81% | 12.22% | -6.80% | -14.39% | 7.82% | 0.87 | 0.58 | 1.08 | |
4 | |
24.80% | 15.57% | 18.41% | 12.20% | 12.60% | 25.89% | 16.79% | 19.77% | 13.40% | 13.69% | 13.15% | -13.85% | -15.31% | 5.67% | 0.88 | 0.42 | 0.79 | |
5 | |
12.99% | 15.40% | 16.60% | 12.34% | 12.54% | 13.68% | 16.14% | 17.41% | 13.10% | 13.42% | 11.67% | -8.60% | -14.97% | 7.47% | 0.75 | 0.47 | 0.90 | |
6 | |
17.79% | 16.36% | 17.68% | 11.72% | % | 19.10% | 17.30% | 18.47% | 12.36% | 12.45% | 12.00% | -7.33% | -14.05% | 7.19% | 0.89 | 0.46 | 0.84 | |
7 | |
15.71% | 15.78% | 22.06% | % | % | 16.99% | 17.18% | 23.55% | % | % | 10.05% | -8.08% | -13.07% | 6.93% | 0.66 | 0.49 | 0.94 | |
8 | |
20.19% | 16.58% | 20.03% | 15.74% | 14.85% | 21.70% | 17.81% | 21.15% | 16.77% | 16.13% | 14.53% | -14.89% | -15.55% | 4.12% | 0.98 | 0.42 | 0.77 | |
9 | |
19.55% | 16.45% | 20.12% | 15.00% | 15.05% | 20.65% | 17.54% | 21.25% | 16.10% | 16.12% | 13.49% | -10.82% | -16.89% | 4.18% | 0.95 | 0.43 | 0.80 | |
10 | |
12.22% | 16.90% | 15.92% | % | % | 14.27% | 19.13% | 18.27% | % | % | 13.18% | -12.94% | -11.90% | 5.68% | 0.90 | 0.48 | 0.87 | |
11 | |
15.68% | 16.30% | 19.12% | 13.67% | 12.83% | 16.60% | 17.26% | 20.13% | 14.68% | 13.87% | 12.97% | -11.97% | -18.53% | 4.84% | 0.93 | 0.44 | 0.86 | |
12 | |
16.35% | 14.20% | 18.02% | 14.21% | 13.43% | 17.75% | 15.66% | 19.55% | 15.64% | 14.91% | 12.43% | -10.27% | -14.79% | 3.64% | 0.87 | 0.38 | 0.74 | |
13 | |
20.23% | 13.11% | 14.85% | 12.09% | 11.41% | 21.78% | 14.40% | 16.22% | 13.40% | 12.60% | 12.83% | -13.32% | -14.81% | 1.87% | 0.85 | 0.30 | 0.56 | |
14 | |
18.82% | 12.41% | 17.61% | 13.25% | 13.51% | 20.22% | 13.78% | 19.04% | 14.70% | 15.11% | 13.86% | -18.69% | -16.44% | 1.01% | 0.95 | 0.26 | 0.50 | |
15 | |
16.56% | 13.86% | 17.05% | 12.56% | 14.03% | 17.88% | 15.19% | 18.51% | 13.99% | 15.42% | 13.33% | -10.91% | -16.01% | 4.04% | 1.00 | 0.34 | 0.61 | |
16 | |
14.90% | 15.61% | 23.11% | 15.30% | 15.43% | 16.18% | 16.90% | 24.45% | 16.59% | 16.87% | 14.70% | -17.52% | -16.78% | 2.02% | 1.00 | 0.35 | 0.64 | |
17 | |
14.84% | 12.73% | 16.29% | 11.24% | 11.46% | 16.75% | 14.64% | 18.27% | 13.11% | 13.04% | 12.92% | -12.84% | -16.36% | 1.03% | 0.90 | 0.29 | 0.55 | |
18 | |
13.50% | 14.76% | 16.17% | 7.99% | 9.45% | 14.26% | 15.56% | 16.99% | 8.78% | 10.28% | 13.51% | -9.78% | -15.26% | 4.73% | 0.98 | 0.37 | 0.69 | |
19 | |
9.99% | 12.10% | 13.57% | 9.08% | % | 11.77% | 13.95% | 15.85% | 10.92% | % | 12.84% | -10.84% | -17.12% | 0.92% | 0.92 | 0.30 | 0.56 | |
20 | |
10.18% | 12.07% | 18.31% | 13.40% | 10.96% | 11.18% | 13.07% | 19.19% | 14.16% | 11.79% | 12.22% | -12.64% | -13.87% | 0.94% | 0.87 | 0.28 | 0.54 | |
21 | |
13.84% | 12.46% | 18.58% | 14.64% | % | 14.96% | 13.66% | 20.02% | 16.11% | % | 12.93% | -12.21% | -15.98% | 0.71% | 0.92 | 0.26 | 0.49 | |
22 | |
13.97% | 10.82% | 17.51% | 12.60% | % | 15.71% | 12.49% | 19.13% | 14.29% | % | 12.18% | -10.36% | -15.99% | 0.85% | 0.83 | 0.23 | 0.44 | |
23 | |
13.50% | 11.52% | 19.12% | 15.32% | 13.33% | 14.81% | 12.91% | 20.56% | 16.61% | 14.44% | 12.68% | -13.99% | -14.32% | 1.41% | 0.92 | 0.23 | 0.43 | |
24 | |
4.40% | 9.95% | 13.32% | % | % | 6.14% | 11.85% | 15.35% | % | % | 13.08% | -11.06% | -15.93% | 0.01% | 0.90 | 0.25 | 0.47 | |
25 | |
13.69% | 12.32% | 16.58% | 12.93% | 12.15% | 14.43% | 13.06% | 17.34% | 13.75% | 13.12% | 12.88% | -11.55% | -14.86% | -0.37% | 0.90 | 0.24 | 0.46 | |
26 | |
8.51% | 12.47% | 20.43% | 13.00% | 14.10% | 9.74% | 13.78% | 21.79% | 14.32% | 15.43% | 12.99% | -11.20% | -18.94% | 1.59% | 0.91 | 0.27 | 0.54 | |
27 | |
10.10% | 10.87% | 14.59% | 9.47% | 10.86% | 10.72% | 11.52% | 15.20% | 10.03% | 11.39% | 12.33% | -10.55% | -14.39% | -0.12% | 0.88 | 0.22 | 0.41 | |
28 | |
8.16% | 11.11% | 17.22% | 11.22% | % | 9.89% | 12.96% | 19.18% | 13.16% | % | 13.00% | -12.25% | -14.41% | -0.47% | 0.93 | 0.22 | 0.40 | |
29 | |
11.60% | 9.16% | 11.12% | 7.93% | 10.04% | 12.43% | 10.02% | 12.04% | 8.90% | 11.03% | 13.00% | -12.81% | -14.87% | -2.58% | 0.93 | 0.14 | 0.26 | |
30 | |
5.27% | 15.01% | 29.61% | 20.11% | 19.23% | 6.35% | 16.51% | 31.67% | 21.80% | 20.42% | 16.99% | -14.38% | -20.35% | 3.55% | 1.11 | 0.28 | 0.53 | |
31 | |
10.56% | 8.93% | 15.61% | 11.59% | 11.44% | 11.68% | 10.04% | 16.76% | 12.66% | 12.52% | 13.75% | -15.73% | -17.23% | -2.90% | 0.96 | 0.14 | 0.24 | |
32 | |
8.43% | 9.19% | 13.02% | 9.59% | % | 10.51% | 11.30% | 15.17% | 11.61% | % | 13.14% | -14.86% | -18.32% | -1.08% | 0.92 | 0.14 | 0.24 | |
33 | |
15.07% | 6.95% | 12.65% | 11.14% | 11.56% | 15.93% | 7.79% | 13.56% | 12.08% | 12.59% | 15.89% | -22.25% | -23.69% | -7.10% | 1.05 | 0.05 | 0.04 |
Return Calculated On: 20 January 2025
Ratios Calculated On: 31 December 2024
As On: 20 January 2025
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Nifty 500 Total Return Index |
0.59
|
2.72
|
-2.23
|
-6.08
|
-4.56
|
|
13.55
|
18.04
|
13.36
|
13.16
|
12.41
|
Aditya Birla Sun Life ELSS Tax Saver Fund |
0.18
|
1.52
|
-2.96
|
-8.18
|
-6.17
|
11.60
|
9.16
|
11.12
|
7.93
|
10.04
|
11.42
|
Baroda BNP Paribas ELSS Tax Saver Fund |
0.21
|
2.11
|
-3.72
|
-4.65
|
-0.38
|
18.29
|
|
|
|
|
|
Bank of India ELSS Tax Saver |
0.43
|
4.40
|
-5.62
|
-5.50
|
-7.05
|
14.90
|
15.61
|
23.11
|
15.30
|
15.43
|
13.64
|
Canara Robeco ELSS TAX Tax Saver Fund |
0.24
|
1.89
|
-3.15
|
-6.17
|
-2.80
|
13.50
|
11.52
|
19.12
|
15.32
|
13.33
|
14.22
|
NJ Elss Tax Saver Scheme |
0.07
|
1.22
|
-2.76
|
-7.18
|
-7.54
|
6.74
|
|
|
|
|
|
Whiteoak Capital Elss Tax Saver Fund |
0.72
|
2.65
|
-3.22
|
-3.01
|
3.40
|
22.80
|
|
|
|
|
|
Samco Elss Tax Saver Fund |
0.37
|
3.13
|
-7.52
|
-7.52
|
-7.07
|
0.45
|
|
|
|
|
|
DSP ELSS Tax Saver Fund |
0.77
|
2.22
|
-2.43
|
-6.03
|
-3.46
|
19.55
|
16.45
|
20.12
|
15.00
|
15.05
|
15.32
|
Edelweiss ELSS Tax saver Fund |
0.31
|
2.37
|
-3.42
|
-6.09
|
-2.99
|
14.84
|
12.73
|
16.29
|
11.24
|
11.46
|
12.68
|
Navi ELSS Tax Saver Fund |
0.70
|
1.54
|
-1.70
|
-4.87
|
-5.73
|
8.43
|
9.19
|
13.02
|
9.59
|
|
|
Navi ELSS Tax Saver Nifty 50 Index Fund |
0.60
|
1.19
|
-1.03
|
-5.82
|
-4.81
|
8.00
|
|
|
|
|
|
Franklin India ELSS Tax Saver Fund |
0.69
|
1.28
|
-3.50
|
-5.88
|
-2.81
|
15.68
|
16.30
|
19.12
|
13.67
|
12.83
|
14.53
|
Hdfc Taxsaver |
0.54
|
0.81
|
-2.05
|
-5.43
|
-3.32
|
17.22
|
19.96
|
19.86
|
12.58
|
12.12
|
13.18
|
Hsbc Tax Saver Equity Fund |
0.65
|
2.42
|
-4.12
|
-3.19
|
5.38
|
24.80
|
15.57
|
18.41
|
12.20
|
12.60
|
13.38
|
HSBC Elss Tax Saver Fund |
0.41
|
3.02
|
-4.51
|
-4.95
|
-0.11
|
24.34
|
|
|
|
|
|
ICICI Prudential ELSS Tax Saver Fund |
0.31
|
2.07
|
-1.81
|
-6.89
|
-3.07
|
13.69
|
12.32
|
16.58
|
12.93
|
12.15
|
|
Bandhan ELSS Tax saver Fund |
0.47
|
1.70
|
-2.58
|
-7.03
|
-5.97
|
8.51
|
12.47
|
20.43
|
13.00
|
14.10
|
15.08
|
Groww ELSS Tax Saver Fund |
0.31
|
1.16
|
-5.66
|
-7.31
|
-5.05
|
9.99
|
12.10
|
13.57
|
9.08
|
|
|
Invesco India ELSS Tax Saver Fund |
0.26
|
1.34
|
-3.95
|
-4.28
|
-0.24
|
18.82
|
12.41
|
17.61
|
13.25
|
13.51
|
14.81
|
ITI ELSS Tax Saver Fund |
0.54
|
3.94
|
-4.79
|
-9.46
|
-6.74
|
12.22
|
16.90
|
15.92
|
|
|
|
JM ELSS Tax Saver Fund |
0.31
|
2.08
|
-3.33
|
-7.20
|
-3.73
|
20.19
|
16.58
|
20.03
|
15.74
|
14.85
|
13.12
|
Kotak ELSS Tax Saver Fund |
0.50
|
1.81
|
-4.07
|
-6.71
|
-5.54
|
16.35
|
14.20
|
18.02
|
14.21
|
13.43
|
13.27
|
LIC MF ELSS Tax Saver |
0.55
|
0.19
|
-2.03
|
-3.76
|
-0.81
|
20.23
|
13.11
|
14.85
|
12.09
|
11.41
|
11.78
|
Mahindra Manulife ELSS Tax Saver Fund |
0.33
|
1.42
|
-2.49
|
-6.13
|
-7.07
|
8.16
|
11.11
|
17.22
|
11.22
|
|
|
Mirae Asset ELSS Tax Saver Fund |
0.60
|
2.94
|
-2.87
|
-5.17
|
-3.27
|
13.84
|
12.46
|
18.58
|
14.64
|
|
|
Motilal Oswal ELSS Tax Saver Fund |
0.64
|
2.97
|
-7.02
|
-5.77
|
7.06
|
32.30
|
22.57
|
21.76
|
15.73
|
|
|
Parag Parikh ELSS Tax Saver Fund |
0.72
|
1.21
|
-1.48
|
-4.40
|
-0.32
|
15.71
|
15.78
|
22.06
|
|
|
|
quant Elss Tax Saver Fund |
0.36
|
5.45
|
-0.48
|
-11.01
|
-13.38
|
5.27
|
15.01
|
29.61
|
20.11
|
19.23
|
14.17
|
Nippon India ELSS Tax Saver Fund |
0.44
|
2.95
|
-3.39
|
-7.83
|
-6.57
|
13.50
|
14.76
|
16.17
|
7.99
|
9.45
|
13.14
|
Sbi Long Term Equity Fund |
0.37
|
1.93
|
-1.78
|
-5.71
|
-2.44
|
21.26
|
22.22
|
23.02
|
15.29
|
13.98
|
14.00
|
Shriram ELSS Tax Saver Fund |
0.12
|
1.23
|
-6.22
|
-10.13
|
-10.73
|
4.40
|
9.95
|
13.32
|
|
|
|
Sundaram Diversified Equity |
0.52
|
1.65
|
-2.27
|
-5.10
|
-3.62
|
10.10
|
10.87
|
14.59
|
9.47
|
10.86
|
10.99
|
Sundaram ELSS Tax Saver Fund |
0.58
|
1.77
|
-2.35
|
-5.19
|
-3.15
|
13.22
|
12.12
|
|
|
|
|
Tata ELSS Tax Saver Fund |
0.36
|
2.46
|
-2.70
|
-5.25
|
-1.47
|
16.56
|
13.86
|
17.05
|
12.56
|
14.03
|
|
Taurus ELSS tax saver fund |
0.37
|
0.97
|
-3.55
|
-4.61
|
-2.23
|
12.99
|
15.40
|
16.60
|
12.34
|
12.54
|
11.94
|
Union ELSS Tax Saver Fund |
0.26
|
1.87
|
-4.58
|
-7.16
|
-4.11
|
10.18
|
12.07
|
18.31
|
13.40
|
10.96
|
|
UTI ELSS Tax Saver Fund |
0.16
|
1.53
|
-3.24
|
-7.17
|
-5.52
|
10.56
|
8.93
|
15.61
|
11.59
|
11.44
|
11.67
|
PGIM India ELSS Tax Saver Fund |
0.57
|
2.01
|
-2.10
|
-1.30
|
-0.06
|
13.97
|
10.82
|
17.51
|
12.60
|
|
|
Quantum ELSS Tax Saver Fund |
0.76
|
1.30
|
-2.03
|
-4.46
|
-2.02
|
17.79
|
16.36
|
17.68
|
11.72
|
|
|
Axis ELSS Tax Saver Fund |
0.54
|
2.39
|
-2.58
|
-6.05
|
-2.28
|
15.07
|
6.95
|
12.65
|
11.14
|
11.56
|
15.81
|
As On: 20 January 2025
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Nifty 500 Total Return Index |
0.59
|
2.72
|
-2.23
|
-6.08
|
-4.56
|
|
13.55
|
18.04
|
13.36
|
13.16
|
12.41
|
Aditya Birla Sun Life ELSS Tax Saver Fund |
0.18
|
1.54
|
-2.92
|
-8.03
|
-5.83
|
12.43
|
10.02
|
12.04
|
8.90
|
11.03
|
|
Baroda BNP Paribas ELSS Tax Saver Fund |
0.22
|
2.14
|
-3.62
|
-4.36
|
0.23
|
19.72
|
|
|
|
|
|
Bank of India ELSS Tax Saver |
0.44
|
4.43
|
-5.52
|
-5.23
|
-6.53
|
16.18
|
16.90
|
24.45
|
16.59
|
16.87
|
|
Canara Robeco ELSS TAX Tax Saver Fund |
0.24
|
1.91
|
-3.06
|
-5.91
|
-2.24
|
14.81
|
12.91
|
20.56
|
16.61
|
14.44
|
|
NJ Elss Tax Saver Scheme |
0.07
|
1.26
|
-2.62
|
-6.75
|
-6.69
|
8.69
|
|
|
|
|
|
Whiteoak Capital Elss Tax Saver Fund |
0.73
|
2.68
|
-3.09
|
-2.61
|
4.24
|
24.83
|
|
|
|
|
|
Zerodha Elss Tax Saver Nifty Largemidcap 250 Index Fund |
0.64
|
3.29
|
-2.43
|
-5.60
|
-4.07
|
13.39
|
|
|
|
|
|
Samco Elss Tax Saver Fund |
0.36
|
3.10
|
-7.43
|
-7.19
|
-6.44
|
1.82
|
|
|
|
|
|
DSP ELSS Tax Saver Fund |
0.77
|
2.23
|
-2.35
|
-5.82
|
-3.02
|
20.65
|
17.54
|
21.25
|
16.10
|
16.12
|
|
Edelweiss ELSS Tax saver Fund |
0.33
|
2.40
|
-3.29
|
-5.71
|
-2.19
|
16.75
|
14.64
|
18.27
|
13.11
|
13.04
|
|
Navi ELSS Tax Saver Fund |
0.71
|
1.57
|
-1.54
|
-4.42
|
-4.84
|
10.51
|
11.30
|
15.17
|
11.61
|
|
|
Navi ELSS Tax Saver Nifty 50 Index Fund |
0.61
|
1.21
|
-0.95
|
-5.61
|
-4.39
|
8.97
|
|
|
|
|
|
Franklin India ELSS Tax Saver Fund |
0.70
|
1.29
|
-3.43
|
-5.70
|
-2.42
|
16.60
|
17.26
|
20.13
|
14.68
|
13.87
|
|
Hdfc Taxsaver |
0.54
|
0.82
|
-2.00
|
-5.29
|
-3.03
|
17.94
|
20.70
|
20.58
|
13.28
|
12.81
|
|
Hsbc Tax Saver Equity Fund |
0.65
|
2.44
|
-4.04
|
-2.98
|
5.84
|
25.89
|
16.79
|
19.77
|
13.40
|
13.69
|
|
HSBC Elss Tax Saver Fund |
0.42
|
3.04
|
-4.45
|
-4.76
|
0.29
|
25.29
|
|
|
|
|
|
ICICI Prudential ELSS Tax Saver Fund |
0.31
|
2.08
|
-1.76
|
-6.74
|
-2.76
|
14.43
|
13.06
|
17.34
|
13.75
|
13.12
|
|
Bandhan ELSS Tax saver Fund |
0.48
|
1.72
|
-2.49
|
-6.77
|
-5.45
|
9.74
|
13.78
|
21.79
|
14.32
|
15.43
|
|
Groww ELSS Tax Saver Fund |
0.28
|
1.17
|
-5.56
|
-6.95
|
-4.26
|
11.77
|
13.95
|
15.85
|
10.92
|
|
|
Invesco India ELSS Tax Saver Fund |
0.27
|
1.36
|
-3.86
|
-4.00
|
0.33
|
20.22
|
13.78
|
19.04
|
14.70
|
15.11
|
|
ITI ELSS Tax Saver Fund |
0.55
|
3.98
|
-4.65
|
-9.06
|
-5.91
|
14.27
|
19.13
|
18.27
|
|
|
|
JM ELSS Tax Saver Fund |
0.32
|
2.10
|
-3.24
|
-6.94
|
-3.16
|
21.70
|
17.81
|
21.15
|
16.77
|
16.13
|
|
Kotak ELSS Tax Saver Fund |
0.51
|
1.83
|
-3.98
|
-6.44
|
-4.98
|
17.75
|
15.66
|
19.55
|
15.64
|
14.91
|
|
LIC MF ELSS Tax Saver |
0.56
|
0.22
|
-1.93
|
-3.47
|
-0.17
|
21.78
|
14.40
|
16.22
|
13.40
|
12.60
|
|
Mahindra Manulife ELSS Tax Saver Fund |
0.34
|
1.45
|
-2.37
|
-5.77
|
-6.34
|
9.89
|
12.96
|
19.18
|
13.16
|
|
|
Mirae Asset ELSS Tax Saver Fund |
0.61
|
2.96
|
-2.79
|
-4.94
|
-2.80
|
14.96
|
13.66
|
20.02
|
16.11
|
|
|
Motilal Oswal ELSS Tax Saver Fund |
0.65
|
3.00
|
-6.93
|
-5.49
|
7.70
|
33.89
|
24.06
|
23.30
|
17.19
|
|
|
Parag Parikh ELSS Tax Saver Fund |
0.73
|
1.23
|
-1.39
|
-4.13
|
0.22
|
16.99
|
17.18
|
23.55
|
|
|
|
quant Elss Tax Saver Fund |
0.37
|
5.47
|
-0.38
|
-10.76
|
-12.91
|
6.35
|
16.51
|
31.67
|
21.80
|
20.42
|
|
Nippon India ELSS Tax Saver Fund |
0.44
|
2.96
|
-3.33
|
-7.68
|
-6.26
|
14.26
|
15.56
|
16.99
|
8.78
|
10.28
|
|
Sbi Long Term Equity Fund |
0.37
|
1.95
|
-1.73
|
-5.56
|
-2.12
|
22.08
|
23.04
|
23.81
|
16.05
|
14.72
|
|
Shriram ELSS Tax Saver Fund |
0.13
|
1.26
|
-6.09
|
-9.75
|
-9.98
|
6.14
|
11.85
|
15.35
|
|
|
|
Sundaram Diversified Equity |
0.52
|
1.66
|
-2.22
|
-4.97
|
-3.35
|
10.72
|
11.52
|
15.20
|
10.03
|
11.39
|
|
Sundaram ELSS Tax Saver Fund |
0.58
|
1.78
|
-2.31
|
-5.06
|
-2.88
|
13.83
|
12.77
|
|
|
|
|
Tata ELSS Tax Saver Fund |
0.37
|
2.48
|
-2.61
|
-4.98
|
-0.92
|
17.88
|
15.19
|
18.51
|
13.99
|
15.42
|
|
Taurus ELSS tax saver fund |
0.38
|
0.99
|
-3.50
|
-4.48
|
-1.96
|
13.68
|
16.14
|
17.41
|
13.10
|
13.42
|
|
Union ELSS Tax Saver Fund |
0.28
|
1.88
|
-4.50
|
-6.93
|
-3.68
|
11.18
|
13.07
|
19.19
|
14.16
|
11.79
|
|
UTI ELSS Tax Saver Fund |
0.17
|
1.55
|
-3.16
|
-6.94
|
-5.06
|
11.68
|
10.04
|
16.76
|
12.66
|
12.52
|
|
PGIM India ELSS Tax Saver Fund |
0.58
|
2.06
|
-1.96
|
-0.91
|
0.69
|
15.71
|
12.49
|
19.13
|
14.29
|
|
|
Quantum ELSS Tax Saver Fund |
0.78
|
1.32
|
-1.94
|
-4.19
|
-1.48
|
19.10
|
17.30
|
18.47
|
12.36
|
12.45
|
13.41
|
Axis ELSS Tax Saver Fund |
0.55
|
2.40
|
-2.52
|
-5.88
|
-1.93
|
15.93
|
7.79
|
13.56
|
12.08
|
12.59
|
|
As On: 20 January 2025
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life ELSS Tax Saver Fund |
-28.98
|
10.73
|
11.87
|
10.90
|
10.70
|
12.48
|
Baroda BNP Paribas ELSS Tax Saver Fund |
-22.51
|
|
|
|
|
|
Bank of India ELSS Tax Saver |
-29.07
|
18.97
|
22.00
|
21.08
|
18.73
|
16.98
|
Canara Robeco ELSS TAX Tax Saver Fund |
-25.94
|
13.39
|
17.38
|
17.45
|
16.20
|
15.39
|
NJ Elss Tax Saver Scheme |
-31.32
|
|
|
|
|
|
Whiteoak Capital Elss Tax Saver Fund |
-17.32
|
|
|
|
|
|
Samco Elss Tax Saver Fund |
-34.69
|
|
|
|
|
|
DSP ELSS Tax Saver Fund |
-22.83
|
19.28
|
21.79
|
19.89
|
17.61
|
17.13
|
Edelweiss ELSS Tax saver Fund |
-25.69
|
14.84
|
17.65
|
15.92
|
13.93
|
13.75
|
Navi ELSS Tax Saver Fund |
-28.67
|
10.60
|
14.15
|
13.01
|
|
|
Navi ELSS Tax Saver Nifty 50 Index Fund |
-29.33
|
|
|
|
|
|
Franklin India ELSS Tax Saver Fund |
-25.28
|
18.53
|
21.79
|
18.79
|
15.89
|
15.59
|
Hdfc Taxsaver |
-24.89
|
20.19
|
23.43
|
19.50
|
16.20
|
14.83
|
Hsbc Tax Saver Equity Fund |
-15.86
|
21.03
|
21.59
|
18.56
|
15.83
|
15.16
|
HSBC Elss Tax Saver Fund |
-19.66
|
|
|
|
|
|
ICICI Prudential ELSS Tax Saver Fund |
-27.06
|
13.42
|
17.50
|
16.18
|
14.55
|
14.70
|
Bandhan ELSS Tax saver Fund |
-30.84
|
12.41
|
19.84
|
18.23
|
16.42
|
16.32
|
Groww ELSS Tax Saver Fund |
-29.76
|
12.94
|
15.20
|
13.51
|
|
|
Invesco India ELSS Tax Saver Fund |
-21.88
|
18.12
|
18.82
|
17.19
|
15.61
|
15.83
|
ITI ELSS Tax Saver Fund |
-30.08
|
19.01
|
18.90
|
|
|
|
JM ELSS Tax Saver Fund |
-23.84
|
20.47
|
22.32
|
20.16
|
17.91
|
16.61
|
Kotak ELSS Tax Saver Fund |
-27.66
|
14.85
|
19.00
|
17.90
|
16.07
|
15.32
|
LIC MF ELSS Tax Saver |
-20.46
|
15.97
|
17.64
|
15.81
|
14.23
|
13.70
|
Mahindra Manulife ELSS Tax Saver Fund |
-29.91
|
11.17
|
16.81
|
15.68
|
|
|
Mirae Asset ELSS Tax Saver Fund |
-25.83
|
14.34
|
18.39
|
17.93
|
|
|
Motilal Oswal ELSS Tax Saver Fund |
-13.69
|
30.11
|
27.51
|
22.85
|
|
|
Parag Parikh ELSS Tax Saver Fund |
-22.99
|
16.28
|
20.80
|
|
|
|
quant Elss Tax Saver Fund |
-37.28
|
13.81
|
24.60
|
24.67
|
22.13
|
19.43
|
Nippon India ELSS Tax Saver Fund |
-28.55
|
15.61
|
19.82
|
16.32
|
13.07
|
13.75
|
Sbi Long Term Equity Fund |
-23.93
|
25.04
|
26.00
|
22.28
|
18.21
|
16.48
|
Shriram ELSS Tax Saver Fund |
-35.18
|
9.90
|
13.15
|
|
|
|
Sundaram Diversified Equity |
-27.74
|
10.55
|
15.57
|
14.02
|
12.59
|
12.68
|
Sundaram ELSS Tax Saver Fund |
-26.93
|
12.71
|
|
|
|
|
Tata ELSS Tax Saver Fund |
-23.50
|
15.29
|
18.56
|
16.94
|
15.49
|
|
Taurus ELSS tax saver fund |
-25.48
|
16.27
|
18.23
|
16.23
|
14.84
|
13.80
|
Union ELSS Tax Saver Fund |
-28.85
|
12.73
|
17.60
|
17.02
|
14.79
|
|
UTI ELSS Tax Saver Fund |
-27.97
|
11.21
|
15.25
|
14.91
|
13.61
|
13.21
|
PGIM India ELSS Tax Saver Fund |
-22.85
|
11.79
|
17.21
|
16.22
|
|
|
Quantum ELSS Tax Saver Fund |
-23.88
|
17.40
|
19.56
|
16.65
|
|
|
Axis ELSS Tax Saver Fund |
-26.32
|
11.21
|
12.61
|
12.72
|
12.68
|
15.09
|
As On: 20 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 | 13,392.00 | 10,015.36 | 46,828.80 | 42,301.80 | 101,640.00 | 80,871.06 | 143,354.40 | 123,888.24 | 312,480.00 | 209,220.00 | 910,872.00 | 496,488.96 |
Baroda BNP Paribas ELSS Tax Saver Fund | 14,194.80 | 10,477.57 | ||||||||||
Bank of India ELSS Tax Saver | 13,788.00 | 10,008.77 | 55,630.80 | 47,612.20 | 169,680.00 | 103,686.60 | 227,547.60 | 178,147.62 | 504,144.00 | 321,781.80 | 1,225,116.00 | 733,499.46 |
Canara Robeco ELSS TAX Tax Saver Fund | 13,620.00 | 10,234.36 | 49,928.40 | 43,974.61 | 143,916.00 | 92,655.60 | 227,875.20 | 156,556.68 | 419,544.00 | 280,715.40 | 1,322,172.00 | 638,569.08 |
NJ Elss Tax Saver Scheme | 12,808.80 | 9,844.31 | ||||||||||
Whiteoak Capital Elss Tax Saver Fund | 14,736.00 | 10,840.00 | ||||||||||
Samco Elss Tax Saver Fund | 12,054.00 | 9,595.26 | ||||||||||
DSP ELSS Tax Saver Fund | 14,346.00 | 10,455.24 | 56,844.00 | 47,819.30 | 150,024.00 | 103,156.92 | 223,456.80 | 170,771.41 | 487,392.00 | 303,002.04 | 1,527,192.00 | 742,957.56 |
Edelweiss ELSS Tax saver Fund | 13,780.80 | 10,252.24 | 51,573.60 | 44,897.51 | 127,626.00 | 93,259.92 | 177,097.20 | 148,262.02 | 355,224.00 | 248,528.04 | 1,079,082.00 | 553,622.04 |
Navi ELSS Tax Saver Fund | 13,011.60 | 10,037.81 | 46,861.20 | 42,223.82 | 110,640.00 | 85,564.08 | 159,507.60 | 133,605.11 | ||||
Navi ELSS Tax Saver Nifty 50 Index Fund | 12,960.00 | 9,989.80 | ||||||||||
Franklin India ELSS Tax Saver Fund | 13,881.60 | 10,281.52 | 56,628.00 | 47,317.93 | 143,880.00 | 103,153.32 | 205,968.00 | 164,213.36 | 401,424.00 | 276,078.00 | 1,377,486.00 | 649,504.98 |
Hdfc Taxsaver | 14,066.40 | 10,308.92 | 62,150.40 | 48,438.76 | 148,404.00 | 107,326.86 | 192,553.20 | 168,450.07 | 376,644.00 | 280,843.20 | 1,152,972.00 | 607,948.38 |
Hsbc Tax Saver Equity Fund | 14,976.00 | 10,940.28 | 55,566.00 | 49,006.55 | 139,680.00 | 102,659.94 | 187,975.20 | 162,857.77 | 393,192.00 | 275,248.44 | 1,184,202.00 | 625,909.86 |
HSBC Elss Tax Saver Fund | 14,920.80 | 10,677.13 | ||||||||||
ICICI Prudential ELSS Tax Saver Fund | 13,642.80 | 10,153.85 | 51,012.00 | 43,990.13 | 129,192.00 | 92,923.62 | 196,812.00 | 149,636.00 | 377,856.00 | 256,975.68 | 600,987.24 | |
Bandhan ELSS Tax saver Fund | 13,021.20 | 9,879.86 | 51,217.20 | 43,348.64 | 151,968.00 | 98,372.46 | 197,652.00 | 160,958.11 | 448,692.00 | 284,185.20 | 1,480,068.00 | 692,286.30 |
Groww ELSS Tax Saver Fund | 13,198.80 | 9,958.69 | 50,716.80 | 43,687.98 | 113,370.00 | 87,826.08 | 154,308.00 | 135,992.56 | ||||
Invesco India ELSS Tax Saver Fund | 14,258.40 | 10,522.28 | 51,138.00 | 47,049.44 | 135,024.00 | 95,958.30 | 200,743.20 | 155,107.60 | 426,012.00 | 272,038.68 | 1,428,480.00 | 663,171.84 |
ITI ELSS Tax Saver Fund | 13,466.40 | 9,935.16 | 57,502.80 | 47,643.37 | 125,580.00 | 96,154.68 | ||||||
JM ELSS Tax Saver Fund | 14,422.80 | 10,383.90 | 57,038.40 | 48,627.29 | 149,466.00 | 104,484.84 | 233,746.80 | 172,431.34 | 479,172.00 | 307,964.28 | 1,143,594.00 | 710,052.66 |
Kotak ELSS Tax Saver Fund | 13,962.00 | 10,110.36 | 53,618.40 | 44,907.77 | 137,364.00 | 96,396.36 | 212,889.60 | 159,075.59 | 422,940.00 | 278,757.96 | 1,166,382.00 | 634,783.50 |
LIC MF ELSS Tax Saver | 14,427.60 | 10,621.46 | 52,095.60 | 45,633.31 | 119,886.00 | 93,229.14 | 186,757.20 | 147,686.20 | 353,448.00 | 252,522.00 | 956,772.00 | 551,377.08 |
Mahindra Manulife ELSS Tax Saver Fund | 12,979.20 | 9,947.66 | 49,384.80 | 42,573.64 | 132,774.00 | 91,371.72 | 176,778.00 | 146,969.93 | ||||
Mirae Asset ELSS Tax Saver Fund | 13,660.80 | 10,242.25 | 51,206.40 | 44,580.17 | 140,646.00 | 94,960.98 | 218,593.20 | 159,282.40 | ||||
Motilal Oswal ELSS Tax Saver Fund | 15,876.00 | 11,088.56 | 66,283.20 | 55,474.31 | 160,560.00 | 118,363.32 | 233,536.80 | 189,756.08 | ||||
Parag Parikh ELSS Tax Saver Fund | 13,885.20 | 10,443.54 | 55,879.20 | 45,836.42 | 162,540.00 | 100,699.32 | ||||||
quant Elss Tax Saver Fund | 12,632.40 | 9,400.84 | 54,766.80 | 44,237.99 | 219,456.00 | 110,389.86 | 302,979.60 | 202,346.42 | 696,564.00 | 386,857.80 | 1,313,424.00 | 910,413.54 |
Nippon India ELSS Tax Saver Fund | 13,620.00 | 10,046.20 | 54,417.60 | 45,398.81 | 126,942.00 | 98,342.10 | 143,824.80 | 150,354.62 | 295,908.00 | 237,381.00 | 1,146,726.00 | 553,551.30 |
Sbi Long Term Equity Fund | 14,551.20 | 10,377.13 | 65,725.20 | 51,801.34 | 169,026.00 | 114,150.54 | 227,396.40 | 185,951.22 | 444,036.00 | 312,940.32 | 1,284,786.00 | 702,383.22 |
Shriram ELSS Tax Saver Fund | 12,528.00 | 9,559.02 | 47,851.20 | 41,792.62 | 112,146.00 | 83,483.82 | ||||||
Sundaram Diversified Equity | 13,212.00 | 10,104.71 | 49,060.80 | 42,192.50 | 118,518.00 | 88,618.86 | 158,205.60 | 138,517.93 | 336,336.00 | 231,362.76 | 859,986.00 | 505,029.06 |
Sundaram ELSS Tax Saver Fund | 13,586.40 | 10,163.00 | 50,745.60 | 43,539.44 | ||||||||
Tata ELSS Tax Saver Fund | 13,987.20 | 10,407.91 | 53,139.60 | 45,191.30 | 131,850.00 | 95,357.28 | 192,242.40 | 153,727.56 | 446,088.00 | 270,275.04 | ||
Taurus ELSS tax saver fund | 13,558.80 | 10,266.72 | 55,324.80 | 45,829.94 | 129,300.00 | 94,591.20 | 189,638.40 | 149,871.62 | 390,888.00 | 261,006.36 | 977,598.00 | 556,148.52 |
Union ELSS Tax Saver Fund | 13,221.60 | 10,024.57 | 50,666.40 | 43,554.78 | 139,074.00 | 93,148.56 | 202,608.00 | 154,167.13 | 339,600.00 | 260,219.16 | ||
UTI ELSS Tax Saver Fund | 13,267.20 | 10,087.98 | 46,526.40 | 42,602.15 | 123,924.00 | 87,927.72 | 181,020.00 | 143,004.79 | 354,636.00 | 244,314.72 | 942,444.00 | 528,688.26 |
PGIM India ELSS Tax Saver Fund | 13,676.40 | 10,453.79 | 48,992.40 | 42,964.20 | 134,436.00 | 92,254.74 | 192,721.20 | 149,824.58 | ||||
Quantum ELSS Tax Saver Fund | 14,134.80 | 10,380.76 | 56,721.60 | 46,568.84 | 135,408.00 | 97,710.06 | 182,448.00 | 152,167.85 | ||||
Axis ELSS Tax Saver Fund | 13,808.40 | 10,207.22 | 44,046.00 | 42,597.86 | 108,852.00 | 82,369.92 | 175,980.00 | 132,226.33 | 358,284.00 | 232,449.72 | 1,626,930.00 | 621,789.30 |
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 | 13,491.60 | 10,058.30 | 47,941.20 | 42,859.22 | 105,930.00 | 82,730.52 | 152,594.40 | 128,049.18 | 341,724.00 | 220,372.68 | ||
Baroda BNP Paribas ELSS Tax Saver Fund | 14,366.40 | 10,552.81 | ||||||||||
Bank of India ELSS Tax Saver | 13,941.60 | 10,074.79 | 57,513.60 | 48,547.51 | 179,118.00 | 107,229.18 | 245,935.20 | 186,789.96 | 570,528.00 | 345,794.76 | ||
Canara Robeco ELSS TAX Tax Saver Fund | 13,777.20 | 10,303.57 | 51,825.60 | 44,891.60 | 152,826.00 | 96,138.00 | 246,330.00 | 164,664.95 | 462,408.00 | 300,414.84 | ||
NJ Elss Tax Saver Scheme | 13,042.80 | 9,949.09 | ||||||||||
Whiteoak Capital Elss Tax Saver Fund | 14,979.60 | 10,945.64 | ||||||||||
Zerodha Elss Tax Saver Nifty Largemidcap 250 Index Fund | 13,606.80 | 10,201.60 | ||||||||||
Samco Elss Tax Saver Fund | 12,218.40 | 9,672.22 | ||||||||||
DSP ELSS Tax Saver Fund | 14,478.00 | 10,511.74 | 58,464.00 | 48,603.06 | 157,248.00 | 106,151.94 | 238,803.60 | 177,770.46 | 535,020.00 | 321,546.24 | ||
Edelweiss ELSS Tax saver Fund | 14,010.00 | 10,351.69 | 54,234.00 | 46,216.55 | 138,840.00 | 98,073.66 | 198,970.80 | 158,991.50 | 408,672.00 | 273,300.96 | ||
Navi ELSS Tax Saver Fund | 13,261.20 | 10,149.24 | 49,633.20 | 43,640.35 | 121,572.00 | 90,549.72 | 181,213.20 | 144,287.56 | ||||
Navi ELSS Tax Saver Nifty 50 Index Fund | 13,076.40 | 10,041.65 | ||||||||||
Franklin India ELSS Tax Saver Fund | 13,992.00 | 10,329.30 | 58,046.40 | 48,006.61 | 150,108.00 | 105,814.14 | 219,055.20 | 170,172.49 | 439,692.00 | 291,125.88 | ||
Hdfc Taxsaver | 14,152.80 | 10,346.05 | 63,298.80 | 48,968.21 | 152,910.00 | 109,350.42 | 201,070.80 | 172,737.18 | 400,644.00 | 291,389.52 | ||
Hsbc Tax Saver Equity Fund | 15,106.80 | 10,997.05 | 57,348.00 | 49,845.74 | 147,852.00 | 106,030.26 | 202,616.40 | 170,439.36 | 432,924.00 | 293,001.48 | ||
HSBC Elss Tax Saver Fund | 15,034.80 | 10,726.60 | ||||||||||
ICICI Prudential ELSS Tax Saver Fund | 13,731.60 | 10,192.18 | 52,020.00 | 44,482.00 | 133,494.00 | 94,788.36 | 207,001.20 | 153,919.84 | 411,816.00 | 269,142.24 | ||
Bandhan ELSS Tax saver Fund | 13,168.80 | 9,943.68 | 53,024.40 | 44,218.51 | 160,794.00 | 101,940.60 | 214,359.60 | 168,998.34 | 504,144.00 | 305,128.92 | ||
Groww ELSS Tax Saver Fund | 13,412.40 | 10,054.99 | 53,272.80 | 44,924.98 | 125,226.00 | 92,663.28 | 173,468.40 | 146,335.31 | ||||
Invesco India ELSS Tax Saver Fund | 14,426.40 | 10,594.42 | 53,024.40 | 48,025.12 | 143,448.00 | 99,468.54 | 219,399.60 | 163,189.57 | 490,020.00 | 294,492.00 | ||
ITI ELSS Tax Saver Fund | 13,712.40 | 10,040.78 | 60,861.60 | 49,230.18 | 138,864.00 | 101,880.42 | ||||||
JM ELSS Tax Saver Fund | 14,604.00 | 10,458.73 | 58,863.60 | 49,596.70 | 156,612.00 | 107,758.02 | 248,598.00 | 179,517.58 | 535,308.00 | 327,364.56 | ||
Kotak ELSS Tax Saver Fund | 14,130.00 | 10,180.94 | 55,699.20 | 45,892.51 | 146,502.00 | 100,212.18 | 232,302.00 | 167,885.68 | 481,824.00 | 301,575.12 | ||
LIC MF ELSS Tax Saver | 14,613.60 | 10,700.96 | 53,892.00 | 46,559.30 | 127,206.00 | 96,512.64 | 202,574.40 | 154,942.87 | 393,072.00 | 270,555.24 | ||
Mahindra Manulife ELSS Tax Saver Fund | 13,186.80 | 10,039.54 | 51,890.40 | 43,784.68 | 144,258.00 | 96,062.34 | 199,600.80 | 157,605.17 | ||||
Mirae Asset ELSS Tax Saver Fund | 13,795.20 | 10,300.84 | 52,862.40 | 45,374.18 | 149,406.00 | 98,242.86 | 238,988.40 | 167,743.72 | ||||
Motilal Oswal ELSS Tax Saver Fund | 16,066.80 | 11,168.98 | 68,731.20 | 56,694.24 | 170,964.00 | 122,895.78 | 254,998.80 | 199,941.08 | ||||
Parag Parikh ELSS Tax Saver Fund | 14,038.80 | 10,510.94 | 57,916.80 | 46,760.51 | 172,728.00 | 104,464.50 | ||||||
quant Elss Tax Saver Fund | 12,762.00 | 9,458.39 | 56,941.20 | 45,150.37 | 237,432.00 | 115,700.94 | 333,975.60 | 216,400.55 | 769,512.00 | 420,000.60 | ||
Nippon India ELSS Tax Saver Fund | 13,711.20 | 10,085.74 | 55,558.80 | 45,941.33 | 131,484.00 | 100,443.48 | 151,359.60 | 154,711.87 | 319,224.00 | 247,631.88 | ||
Sbi Long Term Equity Fund | 14,649.60 | 10,418.11 | 67,053.60 | 52,439.04 | 174,588.00 | 116,503.80 | 238,081.20 | 191,159.56 | 473,616.00 | 325,479.84 | ||
Shriram ELSS Tax Saver Fund | 12,736.80 | 9,651.91 | 50,374.80 | 43,031.59 | 122,508.00 | 87,837.24 | ||||||
Sundaram Diversified Equity | 13,286.40 | 10,137.67 | 49,928.40 | 42,608.02 | 121,716.00 | 90,119.04 | 163,984.80 | 141,583.18 | 352,980.00 | 238,586.04 | ||
Sundaram ELSS Tax Saver Fund | 13,659.60 | 10,195.49 | 51,624.00 | 43,963.02 | ||||||||
Tata ELSS Tax Saver Fund | 14,145.60 | 10,476.80 | 55,026.00 | 46,095.23 | 140,286.00 | 98,824.02 | 210,084.00 | 161,894.63 | 503,628.00 | 291,635.04 | ||
Taurus ELSS tax saver fund | 13,641.60 | 10,301.70 | 56,401.20 | 46,339.70 | 133,854.00 | 96,456.54 | 198,819.60 | 154,065.74 | 422,796.00 | 272,166.96 | ||
Union ELSS Tax Saver Fund | 13,341.60 | 10,078.93 | 52,038.00 | 44,241.12 | 144,348.00 | 95,529.90 | 212,301.60 | 159,160.01 | 365,640.00 | 271,946.76 | ||
UTI ELSS Tax Saver Fund | 13,401.60 | 10,146.98 | 47,962.80 | 43,353.07 | 130,188.00 | 90,596.88 | 193,552.80 | 149,007.43 | 390,324.00 | 259,008.12 | ||
PGIM India ELSS Tax Saver Fund | 13,885.20 | 10,547.35 | 51,249.60 | 44,090.32 | 143,970.00 | 96,348.78 | 213,964.80 | 159,133.30 | ||||
Quantum ELSS Tax Saver Fund | 14,292.00 | 10,448.39 | 58,096.80 | 47,333.27 | 140,046.00 | 99,999.12 | 189,915.60 | 156,553.32 | 388,116.00 | 263,158.32 | 1,189,134.00 | 581,138.82 |
Axis ELSS Tax Saver Fund | 13,911.60 | 10,251.40 | 45,086.40 | 43,151.90 | 113,298.00 | 84,261.00 | 186,648.00 | 136,657.42 | 392,748.00 | 244,884.96 |