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 | |
54.81% | 26.51% | 22.44% | 16.75% | 17.17% | 55.91% | 27.33% | 23.22% | 17.52% | 17.91% | 13.34% | -10.25% | -12.35% | 8.62% | 0.95 | 0.71 | 1.32 |
| Hdfc Taxsaver | 2 | |
42.45% | 25.72% | 18.35% | 13.57% | 15.29% | 43.31% | 26.49% | 19.06% | 14.29% | 15.99% | 11.87% | -6.28% | -11.74% | 8.91% | 0.87 | 0.81 | 1.40 |
| Quant Tax Plan | 3 | |
53.29% | 25.35% | 32.23% | 23.76% | 25.37% | 54.94% | 27.30% | 34.42% | 25.37% | 26.64% | 16.60% | -12.73% | -19.99% | 15.75% | 0.88 | 0.67 | 1.25 |
| Motilal Oswal Long Term … | 4 | |
54.13% | 24.60% | 21.29% | 15.73% | % | 56.00% | 26.14% | 22.85% | 17.21% | % | 13.73% | -15.77% | -13.82% | 5.11% | 0.93 | 0.58 | 1.03 |
| Bank Of India Tax Advant… | 5 | |
49.54% | 23.32% | 25.96% | 19.37% | 19.07% | 51.06% | 24.64% | 27.33% | 20.73% | 20.55% | 14.16% | -16.59% | -15.72% | 5.72% | 0.96 | 0.56 | 1.06 |
| Franklin India Taxshield | 6 | |
41.87% | 21.41% | 18.36% | 14.45% | 16.54% | 43.05% | 22.42% | 19.40% | 15.49% | 17.60% | 12.82% | -11.97% | -13.26% | 3.73% | 0.93 | 0.52 | 1.00 |
| Parag Parikh Tax Saver F… | 7 | |
29.92% | 20.62% | % | % | % | 31.34% | 22.13% | % | % | % | 10.06% | -7.38% | -11.40% | 8.99% | 0.65 | 0.72 | 1.29 |
| Iti Long Term Equity Fund | 8 | |
51.32% | 18.16% | % | % | % | 54.07% | 20.52% | % | % | % | 12.80% | -17.82% | -11.90% | 1.58% | 0.84 | 0.43 | 0.73 |
| Nippon India Tax Saver (… | 9 | |
39.83% | 20.58% | 15.93% | 10.41% | 14.63% | 40.78% | 21.43% | 16.74% | 11.26% | 15.51% | 13.03% | -10.23% | -13.88% | 3.37% | 0.97 | 0.49 | 0.90 |
| Kotak Tax Saver Fund | 10 | |
35.42% | 20.33% | 19.51% | 15.20% | 17.98% | 37.10% | 21.91% | 21.06% | 16.66% | 19.47% | 11.42% | -9.96% | -13.60% | 3.95% | 0.82 | 0.51 | 0.97 |
| Idfc Tax Advantage (Elss… | 11 | |
33.93% | 20.41% | 20.52% | 16.21% | 18.13% | 35.46% | 21.82% | 21.90% | 17.57% | 19.55% | 12.78% | -11.04% | -18.59% | 6.02% | 0.86 | 0.51 | 1.04 |
| Jm Tax Gain Fund | 12 | |
45.34% | 22.31% | 21.12% | 16.51% | 18.23% | 46.95% | 23.48% | 22.18% | 17.48% | 19.51% | 13.37% | -14.82% | -13.70% | 2.27% | 0.94 | 0.46 | 0.86 |
| Quantum Tax Saving Fund | 13 | |
37.48% | 17.25% | 15.33% | 12.27% | % | 38.83% | 18.02% | 16.01% | 12.82% | 14.53% | 11.74% | -9.00% | -14.71% | 4.58% | 0.82 | 0.40 | 0.76 |
| Taurus Tax Shield | 14 | |
33.47% | 17.99% | 16.30% | 13.87% | 14.95% | 34.34% | 18.80% | 17.11% | 14.64% | 15.82% | 11.43% | -9.55% | -15.63% | 4.59% | 0.75 | 0.44 | 0.88 |
| Dsp Tax Saver Fund | 15 | |
39.70% | 19.63% | 20.10% | 15.65% | 18.29% | 40.99% | 20.76% | 21.25% | 16.79% | 19.37% | 12.83% | -11.23% | -14.43% | 1.94% | 0.92 | 0.46 | 0.85 |
| Union Long Term Equity F… | 16 | |
32.87% | 19.45% | 19.44% | 14.67% | 14.38% | 34.06% | 20.44% | 20.25% | 15.43% | 15.18% | 11.96% | -11.42% | -12.60% | 2.82% | 0.86 | 0.48 | 0.90 |
| Icici Prudential Long Te… | 17 | |
32.76% | 17.74% | 16.55% | 13.79% | 15.51% | 33.62% | 18.54% | 17.35% | 14.69% | 16.52% | 12.25% | -11.58% | -13.13% | 1.04% | 0.89 | 0.41 | 0.78 |
| Hsbc Tax Saver Equity Fu… | 18 | |
38.13% | 19.22% | 17.02% | 12.21% | 14.96% | 39.46% | 20.59% | 18.42% | 13.40% | 16.06% | 13.45% | -12.82% | -15.31% | 0.68% | 0.96 | 0.37 | 0.73 |
| Indiabulls Tax Savings F… | 19 | |
33.82% | 16.74% | 14.22% | % | % | 35.84% | 18.71% | 16.38% | % | % | 12.77% | -11.56% | -13.13% | -1.51% | 0.94 | 0.33 | 0.63 |
| Mahindra Manulife Elss K… | 20 | |
30.94% | 18.81% | 17.94% | 12.57% | % | 33.03% | 20.81% | 19.93% | 14.63% | % | 12.86% | -11.38% | -13.59% | 1.67% | 0.92 | 0.41 | 0.77 |
| Edelweiss Long Term Equi… | 21 | |
31.40% | 17.08% | 16.38% | 12.13% | 14.48% | 33.59% | 19.07% | 18.37% | 13.96% | 16.00% | 12.53% | -11.83% | -13.48% | -0.33% | 0.91 | 0.35 | 0.68 |
| Mirae Asset Tax Saver Fu… | 22 | |
32.13% | 17.02% | 19.73% | 16.84% | % | 33.45% | 18.35% | 21.30% | 18.37% | % | 12.18% | -11.24% | -12.90% | 0.80% | 0.89 | 0.37 | 0.70 |
| Shriram Long Term Equity… | 23 | |
33.58% | 16.16% | 15.51% | % | % | 35.79% | 18.20% | 17.62% | % | % | 12.76% | -12.36% | -13.44% | -1.19% | 0.91 | 0.33 | 0.61 |
| Tata India Tax Savings F… | 24 | |
30.16% | 17.74% | 16.93% | 13.65% | % | 31.61% | 19.15% | 18.46% | 15.13% | % | 12.79% | -10.19% | -13.28% | 2.82% | 0.93 | 0.37 | 0.69 |
| Baroda Bnp Paribas Elss … | 25 | |
40.06% | % | % | % | % | 41.73% | % | % | % | % | % | % | % | % | |||
| Canara Robeco Equity Tax… | 26 | |
29.19% | 16.59% | 19.44% | 16.20% | 16.61% | 30.70% | 18.08% | 20.85% | 17.46% | 17.69% | 12.50% | -12.90% | -12.02% | 0.48% | 0.92 | 0.36 | 0.66 |
| Invesco India Tax Plan | 27 | |
37.29% | 16.61% | 17.32% | 14.56% | 16.71% | 38.92% | 18.04% | 18.75% | 16.08% | 18.37% | 13.36% | -17.68% | -16.17% | -0.99% | 0.93 | 0.29 | 0.58 |
| Sundaram Diversified Equ… | 28 | |
25.43% | 16.75% | 14.64% | 10.72% | 14.33% | 26.15% | 17.42% | 15.22% | 11.30% | 14.87% | 12.16% | -9.16% | -11.38% | 0.36% | 0.88 | 0.38 | 0.68 |
| Pgim India Elss Tax Save… | 29 | |
20.39% | 15.63% | 16.72% | 13.16% | % | 22.22% | 17.29% | 18.36% | 14.89% | % | 11.67% | -10.36% | -13.90% | 1.88% | 0.81 | 0.38 | 0.73 |
| Lic Mf Tax Plan | 30 | |
29.24% | 16.63% | 15.48% | 12.94% | 14.55% | 30.65% | 17.96% | 16.81% | 14.27% | 15.75% | 12.29% | -12.86% | -12.03% | -0.12% | 0.84 | 0.34 | 0.62 |
| Uti Long Term Equity Fun… | 31 | |
29.23% | 14.84% | 16.80% | 12.82% | 14.51% | 30.56% | 15.99% | 17.95% | 13.89% | 15.60% | 12.59% | -14.61% | -14.32% | -1.89% | 0.87 | 0.26 | 0.48 |
| Sundaram Tax Savings Fund | 32 | |
32.27% | % | % | % | % | 32.99% | % | % | % | % | % | % | % | % | |||
| Aditya Birla Sun Life Ta… | 33 | |
30.16% | 11.04% | 11.28% | 10.05% | 14.45% | 31.17% | 11.93% | 12.25% | 11.09% | 15.48% | 11.69% | -13.67% | -14.07% | -5.63% | 0.84 | 0.10 | 0.17 |
| Navi Elss Tax Saver Fund | 34 | |
26.08% | 14.57% | 13.22% | 10.58% | % | 28.52% | 16.78% | 15.32% | 12.58% | % | 12.23% | -13.92% | -14.83% | -1.25% | 0.88 | 0.25 | 0.49 |
| Axis Long Term Equity Fu… | 35 | |
28.27% | 10.94% | 14.54% | 13.20% | 15.93% | 29.24% | 11.83% | 15.48% | 14.20% | 17.07% | 15.57% | -22.81% | -20.17% | -7.38% | 1.03 | 0.14 | 0.23 |
Return Calculated On: 07 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 | 15619.2 | 13669.85 | 49284.0 | 44802.04 | 102366.0 | 84529.26 | 164262.0 | 124377.2 | 462924.0 | 215682.24 | 1457550.0 | 504078.84 |
| Baroda BNP Paribas Elss Fund | 16807.2 | 14332.21 | ||||||||||
| Bank Of India Tax Advantage Fund | 17944.8 | 14959.19 | 67510.8 | 53359.06 | 190236.0 | 118609.5 | 290052.0 | 187801.99 | 687216.0 | 339679.92 | 2181492.0 | 758381.76 |
| Canara Robeco Equity Tax Saver Fund | 15502.8 | 13656.71 | 57056.4 | 46449.5 | 145824.0 | 99090.48 | 240332.4 | 158734.3 | 557808.0 | 282351.6 | 2032254.0 | 643623.66 |
| DSP Tax Saver Fund | 16764.0 | 14220.78 | 61632.0 | 49714.85 | 149934.0 | 106260.78 | 232436.4 | 165843.05 | 643812.0 | 298271.76 | 2272356.0 | 724713.12 |
| Edelweiss Long Term Equity Fund (Tax Savings) | 15768.0 | 13742.8 | 57780.0 | 47217.17 | 128094.0 | 96430.5 | 187168.8 | 145157.38 | 464124.0 | 245699.64 | 1390680.0 | 543527.82 |
| Navi Elss Tax Saver Fund | 15129.6 | 13170.23 | 54140.4 | 44855.42 | 111606.0 | 89057.1 | 169856.4 | 132855.66 | ||||
| Franklin India Taxshield | 17024.4 | 14260.28 | 64425.6 | 50850.0 | 139386.0 | 107737.98 | 216098.4 | 162525.8 | 554628.0 | 276479.76 | 1986552.0 | 652049.28 |
| HDFC Taxsaver | 17094.0 | 14381.7 | 71539.2 | 53005.79 | 139332.0 | 111659.34 | 204708.0 | 165123.0 | 497664.0 | 276392.52 | 1839096.0 | 603447.3 |
| HSBC Tax Saver Equity Fund | 16575.6 | 14121.77 | 61005.6 | 48563.82 | 131640.0 | 99710.94 | 188134.8 | 148968.88 | 483888.0 | 255077.88 | 1657386.0 | 578185.92 |
| ICICI Prudential Long Term Equity Fund (Tax Saving) | 15931.2 | 13769.75 | 58755.6 | 47242.37 | 129018.0 | 98666.4 | 207522.0 | 151758.01 | 507300.0 | 260197.2 | 617357.16 | |
| IDFC Tax Advantage (Elss) Fund | 16071.6 | 13709.53 | 62845.2 | 48822.44 | 152592.0 | 110220.06 | 240466.8 | 168518.53 | 635052.0 | 302239.44 | 2164950.0 | 731055.42 |
| Indiabulls Tax Savings Fund | 16058.4 | 13966.31 | 57272.4 | 47527.67 | 116664.0 | 93037.32 | ||||||
| Invesco India Tax Plan | 16474.8 | 13914.88 | 57078.0 | 47411.5 | 133332.0 | 96724.56 | 217576.8 | 149050.52 | 562572.0 | 263720.4 | 2142036.0 | 643499.82 |
| ITI Long Term Equity Fund | 18158.4 | 15046.32 | 59392.8 | 52820.1 | ||||||||
| JM Tax Gain Fund | 17440.8 | 14562.2 | 65876.4 | 51815.92 | 156390.0 | 109554.06 | 244750.8 | 170768.72 | 640584.0 | 306884.28 | 1569618.0 | 685205.28 |
| Kotak Tax Saver Fund | 16250.4 | 14153.95 | 62726.4 | 49789.76 | 146304.0 | 105230.4 | 226212.0 | 164046.46 | 626988.0 | 291367.8 | 1772910.0 | 648876.96 |
| LIC Mf Tax Plan | 15508.8 | 13588.5 | 57110.4 | 46345.46 | 123216.0 | 92779.62 | 196929.6 | 141056.08 | 466752.0 | 242231.4 | 1191690.0 | 518512.5 |
| Mahindra Manulife Elss Kar Bachat Yojana | 15712.8 | 13663.33 | 60379.2 | 47418.98 | 136902.0 | 100903.92 | 192418.8 | 151771.54 | ||||
| Mirae Asset Tax Saver Fund | 15855.6 | 13738.86 | 57682.8 | 47144.52 | 147618.0 | 101210.82 | 249656.4 | 161211.29 | ||||
| Motilal Oswal Long Term Equity Fund (Moflte) | 18495.6 | 15224.34 | 69642.0 | 55315.08 | 157518.0 | 114621.24 | 233578.8 | 172951.63 | ||||
| Parag Parikh Tax Saver Fund | 15590.4 | 13709.1 | 63183.6 | 48790.55 | ||||||||
| Quant Tax Plan | 18394.8 | 15100.75 | 70912.8 | 54602.24 | 242526.0 | 141532.26 | 373623.6 | 234527.92 | 1150968.0 | 456807.6 | 2261394.0 | 1002369.96 |
| Nippon India Tax Saver (Elss) Fund | 16779.6 | 14247.2 | 63118.8 | 50219.42 | 125664.0 | 105083.94 | 168050.4 | 149671.54 | 469980.0 | 240974.52 | 1788048.0 | 572266.62 |
| SBI Long Term Equity Fund | 18577.2 | 15132.13 | 72892.8 | 56826.25 | 165090.0 | 121520.88 | 248396.4 | 184872.91 | 585036.0 | 311708.28 | 1873854.0 | 693592.92 |
| Shriram Long Term Equity Fund | 16029.6 | 13902.36 | 56426.4 | 47197.91 | 123366.0 | 92787.96 | ||||||
| Sundaram Diversified Equity | 15051.6 | 13280.7 | 57283.2 | 45619.2 | 118788.0 | 93797.52 | 171309.6 | 138697.61 | 457884.0 | 236203.68 | 1285326.0 | 507682.62 |
| Sundaram Tax Savings Fund | 15872.4 | 13765.68 | ||||||||||
| Tata India Tax Savings Fund | 15619.2 | 13542.79 | 58762.8 | 46945.69 | 131178.0 | 96938.16 | 205774.8 | 148598.44 | ||||
| Taurus Tax Shield | 16016.4 | 13816.03 | 59137.2 | 48847.1 | 127638.0 | 98325.54 | 208580.4 | 148802.22 | 483528.0 | 259940.4 | 1505304.0 | 547284.96 |
| Union Long Term Equity Fund | 15944.4 | 13668.02 | 61354.8 | 47692.4 | 145866.0 | 101846.58 | 219021.6 | 158559.58 | 459852.0 | 264822.84 | ||
| UTI Long Term Equity Fund (Tax Saving) | 15507.6 | 13497.55 | 54518.4 | 45089.03 | 130440.0 | 93875.82 | 195384.0 | 144013.97 | 465084.0 | 246993.36 | 1359378.0 | 529140.06 |
| PGIM India Elss Tax Saver Fund | 14446.8 | 13040.87 | 55663.2 | 44466.44 | 130002.0 | 94936.14 | 199558.8 | 145827.7 | ||||
| Quantum Tax Saving Fund | 16497.6 | 14115.89 | 58032.0 | 49023.94 | 122430.0 | 100318.62 | 188874.0 | 148669.25 | ||||
| Axis Long Term Equity Fund | 15392.4 | 13678.51 | 49161.6 | 44160.91 | 118296.0 | 86622.24 | 200046.0 | 134527.18 | 526212.0 | 239687.64 | ||
| 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 | 15740.4 | 13728.25 | 50479.2 | 45364.39 | 106902.0 | 86472.78 | 175366.8 | 128577.12 | 506148.0 | 227430.0 | ||
| Baroda BNP Paribas Elss Fund | 17007.6 | 14429.24 | ||||||||||
| Bank Of India Tax Advantage Fund | 18127.2 | 15046.99 | 69699.6 | 54312.3 | 200844.0 | 122523.12 | 314109.6 | 196542.78 | 777516.0 | 365074.08 | ||
| Canara Robeco Equity Tax Saver Fund | 15684.0 | 13745.5 | 59274.0 | 47390.29 | 154668.0 | 102729.72 | 259182.0 | 166569.14 | 611664.0 | 301173.48 | ||
| DSP Tax Saver Fund | 16918.8 | 14295.42 | 63396.0 | 50481.9 | 157242.0 | 109259.46 | 249009.6 | 172427.72 | 705144.0 | 316266.72 | ||
| Edelweiss Long Term Equity Fund (Tax Savings) | 16030.8 | 13872.85 | 60775.2 | 48529.01 | 139434.0 | 101261.28 | 209622.0 | 155186.98 | 529308.0 | 269037.0 | ||
| Navi Elss Tax Saver Fund | 15422.4 | 13314.58 | 57330.0 | 46270.76 | 122376.0 | 94000.8 | 192561.6 | 142934.99 | ||||
| Franklin India Taxshield | 17166.0 | 14324.99 | 66049.2 | 51549.26 | 145602.0 | 110443.32 | 230260.8 | 168277.96 | 607248.0 | 291628.44 | ||
| HDFC Taxsaver | 17197.2 | 14431.01 | 72853.2 | 53549.21 | 143532.0 | 113641.56 | 213897.6 | 169127.2 | 528840.0 | 286528.92 | ||
| HSBC Tax Saver Equity Fund | 16735.2 | 14194.43 | 63126.0 | 49419.58 | 139710.0 | 103075.02 | 202557.6 | 155758.09 | 532140.0 | 271313.16 | ||
| ICICI Prudential Long Term Equity Fund (Tax Saving) | 16034.4 | 13820.65 | 59958.0 | 47745.68 | 133530.0 | 100598.22 | 219282.0 | 156105.01 | 553632.0 | 272891.4 | ||
| IDFC Tax Advantage (Elss) Fund | 16255.2 | 13799.21 | 65073.6 | 49768.27 | 161520.0 | 114087.72 | 260887.2 | 176656.7 | 715728.0 | 324546.48 | ||
| Indiabulls Tax Savings Fund | 16300.8 | 14080.96 | 60217.2 | 48771.36 | 128100.0 | 98104.56 | ||||||
| Invesco India Tax Plan | 16670.4 | 14010.92 | 59202.0 | 48344.54 | 141672.0 | 100184.16 | 238492.8 | 156736.19 | 648276.0 | 286011.96 | ||
| ITI Long Term Equity Fund | 18488.4 | 15204.55 | 63021.6 | 54477.9 | ||||||||
| JM Tax Gain Fund | 17634.0 | 14660.29 | 67784.4 | 52697.09 | 163350.0 | 112593.06 | 259501.2 | 177048.73 | 713460.0 | 325921.44 | ||
| Kotak Tax Saver Fund | 16452.0 | 14253.3 | 65232.0 | 50854.54 | 156036.0 | 109326.48 | 247018.8 | 172825.3 | 711120.0 | 315195.12 | ||
| LIC Mf Tax Plan | 15678.0 | 13676.56 | 59083.2 | 47182.5 | 130500.0 | 95854.38 | 213687.6 | 147641.93 | 518112.0 | 258823.68 | ||
| Mahindra Manulife Elss Kar Bachat Yojana | 15963.6 | 13786.43 | 63478.8 | 48718.62 | 148848.0 | 105969.36 | 218517.6 | 162498.5 | ||||
| Mirae Asset Tax Saver Fund | 16014.0 | 13815.5 | 59673.6 | 47974.32 | 157578.0 | 104859.42 | 273478.8 | 169875.64 | ||||
| Motilal Oswal Long Term Equity Fund (Moflte) | 18720.0 | 15330.28 | 72252.0 | 56437.6 | 167886.0 | 118865.1 | 255318.0 | 181866.13 | ||||
| Parag Parikh Tax Saver Fund | 15760.8 | 13794.01 | 65577.6 | 49767.55 | ||||||||
| Quant Tax Plan | 18592.8 | 15190.72 | 74264.4 | 55824.8 | 263286.0 | 148879.38 | 409004.4 | 250419.04 | 1273044.0 | 494498.16 | ||
| Nippon India Tax Saver (Elss) Fund | 16893.6 | 14301.8 | 64454.4 | 50792.58 | 130116.0 | 107242.08 | 177265.2 | 153840.46 | 507516.0 | 251402.76 | ||
| SBI Long Term Equity Fund | 18709.2 | 15193.61 | 74325.6 | 57469.32 | 170442.0 | 123892.02 | 260097.6 | 189783.55 | 623124.0 | 323865.48 | ||
| Shriram Long Term Equity Fund | 16294.8 | 14031.28 | 59450.4 | 48528.04 | 135090.0 | 97559.64 | ||||||
| Sundaram Diversified Equity | 15138.0 | 13323.61 | 58276.8 | 46048.54 | 121830.0 | 95288.16 | 177735.6 | 141593.26 | 480036.0 | 243320.28 | ||
| Sundaram Tax Savings Fund | 15958.8 | 13808.21 | ||||||||||
| Tata India Tax Savings Fund | 15793.2 | 13628.15 | 60890.4 | 47848.32 | 139932.0 | 100451.22 | 225229.2 | 156350.96 | ||||
| Taurus Tax Shield | 16120.8 | 13868.5 | 60364.8 | 49390.42 | 132168.0 | 100282.86 | 218584.8 | 152918.47 | 521376.0 | 271353.84 | ||
| Union Long Term Equity Fund | 16087.2 | 13737.98 | 62892.0 | 48376.01 | 150894.0 | 104193.54 | 229353.6 | 163170.67 | 493008.0 | 276120.0 | ||
| UTI Long Term Equity Fund (Tax Saving) | 15667.2 | 13576.97 | 56181.6 | 45838.15 | 136968.0 | 96636.42 | 208756.8 | 149774.86 | 511344.0 | 261562.56 | ||
| PGIM India Elss Tax Saver Fund | 14666.4 | 13153.13 | 58093.2 | 45555.48 | 139356.0 | 98931.9 | 221894.4 | 154590.66 | ||||
| Quantum Tax Saving Fund | 16659.6 | 14201.64 | 59173.2 | 49635.07 | 126084.0 | 102209.46 | 195375.6 | 152133.49 | 465936.0 | 257050.08 | 1840068.0 | 573517.62 |
| Axis Long Term Equity Fund | 15508.8 | 13736.59 | 50353.2 | 44706.02 | 123210.0 | 88599.36 | 212772.0 | 139059.23 | 580092.0 | 252999.48 | ||
| 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 |
-0.89%
|
-1.99%
|
0.02%
|
3.44%
|
17.66%
|
30.16%
|
11.04%
|
11.28%
|
10.05%
|
14.45%
|
14.96%
|
| Baroda BNP Paribas Elss Fund |
-1.67%
|
-2.68%
|
0.28%
|
4.77%
|
23.59%
|
40.06%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
-1.85%
|
-3.56%
|
-0.80%
|
5.71%
|
30.08%
|
49.54%
|
23.32%
|
25.96%
|
19.37%
|
19.07%
|
18.10%
|
| Canara Robeco Equity Tax Saver Fund |
-0.66%
|
-1.83%
|
-0.25%
|
3.22%
|
17.61%
|
29.19%
|
16.59%
|
19.44%
|
16.20%
|
16.61%
|
17.54%
|
| DSP Tax Saver Fund |
-0.83%
|
-1.93%
|
0.86%
|
3.51%
|
22.84%
|
39.70%
|
19.63%
|
20.10%
|
15.65%
|
18.29%
|
18.42%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
-1.13%
|
-2.23%
|
-1.09%
|
3.14%
|
18.72%
|
31.40%
|
17.08%
|
16.38%
|
12.13%
|
14.48%
|
14.60%
|
| Navi Elss Tax Saver Fund |
-0.79%
|
-1.37%
|
-0.64%
|
0.47%
|
12.33%
|
26.08%
|
14.57%
|
13.22%
|
10.58%
|
%
|
%
|
| Franklin India Taxshield |
-0.92%
|
-1.71%
|
-0.28%
|
4.64%
|
20.65%
|
41.87%
|
21.41%
|
18.36%
|
14.45%
|
16.54%
|
17.36%
|
| HDFC Taxsaver |
-1.20%
|
-1.65%
|
-0.06%
|
4.82%
|
23.67%
|
42.45%
|
25.72%
|
18.35%
|
13.57%
|
15.29%
|
16.76%
|
| HSBC Tax Saver Equity Fund |
-1.53%
|
-2.54%
|
0.44%
|
3.87%
|
20.44%
|
38.13%
|
19.22%
|
17.02%
|
12.21%
|
14.96%
|
15.95%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
-0.71%
|
-1.76%
|
-0.75%
|
3.43%
|
17.93%
|
32.76%
|
17.74%
|
16.55%
|
13.79%
|
15.51%
|
%
|
| IDFC Tax Advantage (Elss) Fund |
-0.88%
|
-1.73%
|
-1.38%
|
2.03%
|
17.62%
|
33.93%
|
20.41%
|
20.52%
|
16.21%
|
18.13%
|
18.04%
|
| Indiabulls Tax Savings Fund |
-1.14%
|
-2.47%
|
-1.52%
|
2.30%
|
20.69%
|
33.82%
|
16.74%
|
14.22%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
-1.27%
|
-2.41%
|
-0.92%
|
2.08%
|
18.19%
|
37.29%
|
16.61%
|
17.32%
|
14.56%
|
16.71%
|
17.95%
|
| ITI Long Term Equity Fund |
-1.31%
|
-2.73%
|
1.87%
|
6.26%
|
27.91%
|
51.32%
|
18.16%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
-1.56%
|
-3.03%
|
1.78%
|
6.93%
|
25.39%
|
45.34%
|
22.31%
|
21.12%
|
16.51%
|
18.23%
|
15.53%
|
| Kotak Tax Saver Fund |
-1.45%
|
-2.74%
|
0.27%
|
7.84%
|
21.51%
|
35.42%
|
20.33%
|
19.51%
|
15.20%
|
17.98%
|
16.47%
|
| LIC Mf Tax Plan |
-0.88%
|
-1.34%
|
0.92%
|
6.40%
|
14.95%
|
29.24%
|
16.63%
|
15.48%
|
12.94%
|
14.55%
|
13.43%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
-0.77%
|
-1.27%
|
-0.04%
|
3.51%
|
17.51%
|
30.94%
|
18.81%
|
17.94%
|
12.57%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
-0.96%
|
-1.82%
|
-0.75%
|
3.67%
|
18.52%
|
32.13%
|
17.02%
|
19.73%
|
16.84%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
-1.88%
|
-2.51%
|
1.68%
|
9.09%
|
29.49%
|
54.13%
|
24.60%
|
21.29%
|
15.73%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
-0.54%
|
-0.71%
|
0.23%
|
1.83%
|
16.31%
|
29.92%
|
20.62%
|
%
|
%
|
%
|
%
|
| Quant Tax Plan |
-1.57%
|
-3.09%
|
-1.58%
|
3.65%
|
31.16%
|
53.29%
|
25.35%
|
32.23%
|
23.76%
|
25.37%
|
18.38%
|
| Nippon India Tax Saver (Elss) Fund |
-1.29%
|
-2.59%
|
0.45%
|
4.12%
|
22.04%
|
39.83%
|
20.58%
|
15.93%
|
10.41%
|
14.63%
|
16.54%
|
| SBI Long Term Equity Fund |
-1.12%
|
-2.09%
|
-0.33%
|
5.21%
|
30.94%
|
54.81%
|
26.51%
|
22.44%
|
16.75%
|
17.17%
|
16.90%
|
| Shriram Long Term Equity Fund |
-1.79%
|
-3.46%
|
-1.04%
|
-1.08%
|
20.57%
|
33.58%
|
16.16%
|
15.51%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
-0.71%
|
-1.74%
|
-1.21%
|
2.89%
|
13.83%
|
25.43%
|
16.75%
|
14.64%
|
10.72%
|
14.33%
|
14.00%
|
| Sundaram Tax Savings Fund |
-0.87%
|
-1.72%
|
-0.20%
|
5.76%
|
17.72%
|
32.27%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
-1.23%
|
-2.39%
|
-0.85%
|
2.12%
|
16.16%
|
30.16%
|
17.74%
|
16.93%
|
13.65%
|
%
|
%
|
| Taurus Tax Shield |
-0.93%
|
-1.49%
|
-1.21%
|
-0.32%
|
20.09%
|
33.47%
|
17.99%
|
16.30%
|
13.87%
|
14.95%
|
15.21%
|
| Union Long Term Equity Fund |
-1.32%
|
-2.11%
|
-1.15%
|
2.39%
|
16.34%
|
32.87%
|
19.45%
|
19.44%
|
14.67%
|
14.38%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
-0.74%
|
-1.32%
|
0.48%
|
2.84%
|
14.45%
|
29.23%
|
14.84%
|
16.80%
|
12.82%
|
14.51%
|
14.43%
|
| PGIM India Elss Tax Saver Fund |
-1.01%
|
-1.85%
|
-0.88%
|
2.82%
|
11.24%
|
20.39%
|
15.63%
|
16.72%
|
13.16%
|
%
|
%
|
| Quantum Tax Saving Fund |
-0.67%
|
-1.15%
|
0.01%
|
3.42%
|
21.69%
|
37.48%
|
17.25%
|
15.33%
|
12.27%
|
%
|
%
|
| Axis Long Term Equity Fund |
-0.90%
|
-1.48%
|
-2.39%
|
6.69%
|
17.97%
|
28.27%
|
10.94%
|
14.54%
|
13.20%
|
15.93%
|
%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
-0.89%
|
-1.98%
|
0.07%
|
3.62%
|
18.08%
|
31.17%
|
11.93%
|
12.25%
|
11.09%
|
15.48%
|
%
|
| Baroda BNP Paribas Elss Fund |
-1.67%
|
-2.67%
|
0.37%
|
5.08%
|
24.32%
|
41.73%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
-1.85%
|
-3.55%
|
-0.71%
|
5.98%
|
30.74%
|
51.06%
|
24.64%
|
27.33%
|
20.73%
|
20.55%
|
%
|
| Canara Robeco Equity Tax Saver Fund |
-0.66%
|
-1.81%
|
-0.16%
|
3.51%
|
18.28%
|
30.70%
|
18.08%
|
20.85%
|
17.46%
|
17.69%
|
%
|
| DSP Tax Saver Fund |
-0.83%
|
-1.92%
|
0.93%
|
3.74%
|
23.41%
|
40.99%
|
20.76%
|
21.25%
|
16.79%
|
19.37%
|
%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
-1.13%
|
-2.22%
|
-0.97%
|
3.57%
|
19.72%
|
33.59%
|
19.07%
|
18.37%
|
13.96%
|
16.00%
|
%
|
| Navi Elss Tax Saver Fund |
-0.78%
|
-1.34%
|
-0.49%
|
0.94%
|
13.44%
|
28.52%
|
16.78%
|
15.32%
|
12.58%
|
%
|
%
|
| Franklin India Taxshield |
-0.91%
|
-1.70%
|
-0.22%
|
4.83%
|
21.10%
|
43.05%
|
22.42%
|
19.40%
|
15.49%
|
17.60%
|
%
|
| HDFC Taxsaver |
-1.20%
|
-1.64%
|
-0.01%
|
4.98%
|
24.04%
|
43.31%
|
26.49%
|
19.06%
|
14.29%
|
15.99%
|
%
|
| HSBC Tax Saver Equity Fund |
-1.52%
|
-2.52%
|
0.51%
|
4.09%
|
20.95%
|
39.46%
|
20.59%
|
18.42%
|
13.40%
|
16.06%
|
%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
-0.71%
|
-1.75%
|
-0.70%
|
3.60%
|
18.32%
|
33.62%
|
18.54%
|
17.35%
|
14.69%
|
16.52%
|
%
|
| IDFC Tax Advantage (Elss) Fund |
-0.87%
|
-1.71%
|
-1.29%
|
2.32%
|
18.29%
|
35.46%
|
21.82%
|
21.90%
|
17.57%
|
19.55%
|
%
|
| Indiabulls Tax Savings Fund |
-1.17%
|
-2.41%
|
-1.41%
|
2.69%
|
21.56%
|
35.84%
|
18.71%
|
16.38%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
-1.26%
|
-2.39%
|
-0.82%
|
2.39%
|
18.90%
|
38.92%
|
18.04%
|
18.75%
|
16.08%
|
18.37%
|
%
|
| ITI Long Term Equity Fund |
-1.30%
|
-2.70%
|
2.02%
|
6.73%
|
29.07%
|
54.07%
|
20.52%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
-1.56%
|
-3.02%
|
1.88%
|
7.30%
|
26.17%
|
46.95%
|
23.48%
|
22.18%
|
17.48%
|
19.51%
|
%
|
| Kotak Tax Saver Fund |
-1.45%
|
-2.73%
|
0.37%
|
8.17%
|
22.25%
|
37.10%
|
21.91%
|
21.06%
|
16.66%
|
19.47%
|
%
|
| LIC Mf Tax Plan |
-0.88%
|
-1.33%
|
1.02%
|
6.76%
|
15.64%
|
30.65%
|
17.96%
|
16.81%
|
14.27%
|
15.75%
|
%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
-0.77%
|
-1.25%
|
0.09%
|
3.92%
|
18.45%
|
33.03%
|
20.81%
|
19.93%
|
14.63%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
-0.95%
|
-1.80%
|
-0.67%
|
3.92%
|
19.10%
|
33.45%
|
18.35%
|
21.30%
|
18.37%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
-1.87%
|
-2.50%
|
1.78%
|
9.41%
|
30.26%
|
56.00%
|
26.14%
|
22.85%
|
17.21%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
-0.53%
|
-0.70%
|
0.32%
|
2.10%
|
16.94%
|
31.34%
|
22.13%
|
%
|
%
|
%
|
%
|
| Quant Tax Plan |
-1.56%
|
-3.08%
|
-1.50%
|
3.88%
|
31.80%
|
54.94%
|
27.30%
|
34.42%
|
25.37%
|
26.64%
|
%
|
| Nippon India Tax Saver (Elss) Fund |
-1.29%
|
-2.58%
|
0.50%
|
4.29%
|
22.44%
|
40.78%
|
21.43%
|
16.74%
|
11.26%
|
15.51%
|
%
|
| SBI Long Term Equity Fund |
-1.12%
|
-2.08%
|
-0.28%
|
5.38%
|
31.39%
|
55.91%
|
27.33%
|
23.22%
|
17.52%
|
17.91%
|
%
|
| Shriram Long Term Equity Fund |
-1.78%
|
-3.43%
|
-0.92%
|
-0.69%
|
21.54%
|
35.79%
|
18.20%
|
17.62%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
-0.71%
|
-1.74%
|
-1.17%
|
3.03%
|
14.16%
|
26.15%
|
17.42%
|
15.22%
|
11.30%
|
14.87%
|
%
|
| Sundaram Tax Savings Fund |
-0.87%
|
-1.71%
|
-0.16%
|
5.89%
|
18.04%
|
32.99%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
-1.22%
|
-2.38%
|
-0.76%
|
2.40%
|
16.81%
|
31.61%
|
19.15%
|
18.46%
|
15.13%
|
%
|
%
|
| Taurus Tax Shield |
-0.93%
|
-1.47%
|
-1.15%
|
-0.14%
|
20.49%
|
34.34%
|
18.80%
|
17.11%
|
14.64%
|
15.82%
|
%
|
| Union Long Term Equity Fund |
-1.31%
|
-2.09%
|
-1.07%
|
2.61%
|
16.85%
|
34.06%
|
20.44%
|
20.25%
|
15.43%
|
15.18%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
-0.73%
|
-1.30%
|
0.57%
|
3.11%
|
15.05%
|
30.56%
|
15.99%
|
17.95%
|
13.89%
|
15.60%
|
%
|
| PGIM India Elss Tax Saver Fund |
-0.99%
|
-1.82%
|
-0.73%
|
3.21%
|
12.12%
|
22.22%
|
17.29%
|
18.36%
|
14.89%
|
%
|
%
|
| Quantum Tax Saving Fund |
-0.66%
|
-1.12%
|
0.11%
|
3.70%
|
22.38%
|
38.83%
|
18.02%
|
16.01%
|
12.82%
|
14.53%
|
16.76%
|
| Axis Long Term Equity Fund |
-0.90%
|
-1.47%
|
-2.33%
|
6.89%
|
18.41%
|
29.24%
|
11.83%
|
15.48%
|
14.20%
|
17.07%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
26.71%
|
14.73%
|
13.67%
|
11.02%
|
11.28%
|
12.67%
|
| Baroda BNP Paribas Elss Fund |
37.81%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
48.55%
|
27.29%
|
27.64%
|
22.58%
|
19.74%
|
17.37%
|
| Canara Robeco Equity Tax Saver Fund |
26.50%
|
17.26%
|
20.16%
|
17.85%
|
16.31%
|
15.49%
|
| DSP Tax Saver Fund |
35.92%
|
22.12%
|
23.05%
|
19.08%
|
17.33%
|
16.85%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
27.92%
|
18.43%
|
19.04%
|
15.35%
|
13.72%
|
13.54%
|
| Navi Elss Tax Saver Fund |
18.53%
|
14.81%
|
15.79%
|
12.87%
|
%
|
%
|
| Franklin India Taxshield |
36.59%
|
23.76%
|
23.62%
|
18.52%
|
15.92%
|
15.64%
|
| HDFC Taxsaver |
38.65%
|
26.80%
|
25.11%
|
18.96%
|
15.92%
|
14.75%
|
| HSBC Tax Saver Equity Fund |
34.26%
|
20.43%
|
20.42%
|
16.07%
|
14.42%
|
14.26%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
28.37%
|
18.46%
|
19.99%
|
16.59%
|
14.79%
|
15.01%
|
| IDFC Tax Advantage (Elss) Fund |
27.37%
|
20.81%
|
24.57%
|
19.53%
|
17.58%
|
16.95%
|
| Indiabulls Tax Savings Fund |
31.65%
|
18.89%
|
17.58%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
30.79%
|
18.72%
|
19.17%
|
16.09%
|
15.04%
|
15.49%
|
| ITI Long Term Equity Fund |
50.07%
|
26.54%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
41.72%
|
25.13%
|
24.32%
|
19.91%
|
17.86%
|
16.21%
|
| Kotak Tax Saver Fund |
34.80%
|
22.23%
|
22.65%
|
18.78%
|
16.90%
|
15.58%
|
| LIC Mf Tax Plan |
25.37%
|
17.11%
|
17.46%
|
14.54%
|
13.46%
|
12.99%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
26.61%
|
18.73%
|
20.91%
|
16.60%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
27.86%
|
18.32%
|
21.04%
|
18.29%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
53.17%
|
29.97%
|
26.21%
|
20.26%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
27.36%
|
20.77%
|
%
|
%
|
%
|
%
|
| Quant Tax Plan |
51.01%
|
29.00%
|
35.15%
|
28.88%
|
25.22%
|
20.53%
|
| Nippon India Tax Saver (Elss) Fund |
36.37%
|
22.85%
|
22.59%
|
16.21%
|
13.36%
|
14.14%
|
| SBI Long Term Equity Fund |
51.56%
|
32.00%
|
28.66%
|
22.14%
|
18.15%
|
16.35%
|
| Shriram Long Term Equity Fund |
30.58%
|
18.40%
|
17.47%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
20.32%
|
15.99%
|
17.91%
|
14.07%
|
12.99%
|
12.75%
|
| Sundaram Tax Savings Fund |
28.30%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
24.62%
|
18.02%
|
19.26%
|
16.00%
|
%
|
%
|
| Taurus Tax Shield |
29.14%
|
20.85%
|
19.84%
|
16.04%
|
14.78%
|
13.62%
|
| Union Long Term Equity Fund |
26.68%
|
19.14%
|
21.29%
|
17.82%
|
15.12%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
23.87%
|
15.17%
|
17.94%
|
15.13%
|
13.82%
|
13.23%
|
| PGIM India Elss Tax Saver Fund |
16.43%
|
14.20%
|
18.40%
|
15.48%
|
%
|
%
|
| Quantum Tax Saving Fund |
34.16%
|
21.11%
|
20.67%
|
16.02%
|
%
|
%
|
| Axis Long Term Equity Fund |
26.86%
|
13.72%
|
14.67%
|
13.22%
|
13.26%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
27.68%
|
15.60%
|
14.60%
|
11.95%
|
12.28%
|
%
|
| Baroda BNP Paribas Elss Fund |
39.46%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
50.08%
|
28.61%
|
29.01%
|
23.87%
|
21.08%
|
%
|
| Canara Robeco Equity Tax Saver Fund |
27.97%
|
18.69%
|
21.65%
|
19.21%
|
17.51%
|
%
|
| DSP Tax Saver Fund |
37.19%
|
23.23%
|
24.21%
|
20.18%
|
18.42%
|
%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
30.09%
|
20.38%
|
21.06%
|
17.22%
|
15.42%
|
%
|
| Navi Elss Tax Saver Fund |
20.87%
|
16.99%
|
18.00%
|
14.91%
|
%
|
%
|
| Franklin India Taxshield |
37.69%
|
24.75%
|
24.66%
|
19.49%
|
16.92%
|
%
|
| HDFC Taxsaver |
39.49%
|
27.56%
|
25.85%
|
19.64%
|
16.59%
|
%
|
| HSBC Tax Saver Equity Fund |
35.48%
|
21.69%
|
21.79%
|
17.32%
|
15.57%
|
%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
29.22%
|
19.22%
|
20.79%
|
17.39%
|
15.68%
|
%
|
| IDFC Tax Advantage (Elss) Fund |
28.86%
|
22.20%
|
26.01%
|
20.86%
|
18.90%
|
%
|
| Indiabulls Tax Savings Fund |
33.57%
|
20.74%
|
19.75%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
32.39%
|
20.11%
|
20.62%
|
17.50%
|
16.55%
|
%
|
| ITI Long Term Equity Fund |
52.82%
|
28.83%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
43.40%
|
26.37%
|
25.46%
|
20.92%
|
18.98%
|
%
|
| Kotak Tax Saver Fund |
36.47%
|
23.76%
|
24.23%
|
20.24%
|
18.36%
|
%
|
| LIC Mf Tax Plan |
26.82%
|
18.37%
|
18.80%
|
15.82%
|
14.70%
|
%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
28.65%
|
20.66%
|
22.94%
|
18.51%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
29.13%
|
19.56%
|
22.50%
|
19.76%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
55.02%
|
31.48%
|
27.73%
|
21.68%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
28.77%
|
22.20%
|
%
|
%
|
%
|
%
|
| Quant Tax Plan |
52.58%
|
30.66%
|
37.33%
|
30.75%
|
26.68%
|
%
|
| Nippon India Tax Saver (Elss) Fund |
37.29%
|
23.67%
|
23.43%
|
16.98%
|
14.15%
|
%
|
| SBI Long Term Equity Fund |
52.63%
|
32.85%
|
29.48%
|
22.88%
|
18.86%
|
%
|
| Shriram Long Term Equity Fund |
32.73%
|
20.38%
|
19.52%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
21.02%
|
16.65%
|
18.56%
|
14.65%
|
13.54%
|
%
|
| Sundaram Tax Savings Fund |
29.01%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
26.02%
|
19.37%
|
20.73%
|
17.43%
|
%
|
%
|
| Taurus Tax Shield |
30.01%
|
21.65%
|
20.66%
|
16.81%
|
15.58%
|
%
|
| Union Long Term Equity Fund |
27.84%
|
20.15%
|
22.24%
|
18.63%
|
15.90%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
25.18%
|
16.33%
|
19.13%
|
16.22%
|
14.89%
|
%
|
| PGIM India Elss Tax Saver Fund |
18.25%
|
15.90%
|
20.10%
|
17.11%
|
%
|
%
|
| Quantum Tax Saving Fund |
35.60%
|
22.00%
|
21.44%
|
16.66%
|
14.57%
|
14.16%
|
| Axis Long Term Equity Fund |
27.82%
|
14.58%
|
15.58%
|
14.14%
|
14.27%
|
%
|