| 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 | |
6.00% | 21.33% | 23.49% | 13.42% | 11.77% | 6.65% | 22.07% | 24.23% | 14.12% | 12.47% | 12.42% | -12.96% | -14.39% | 10.17% | 0.84 | 0.58 | 1.07 | |
| 2 | |
5.53% | 23.57% | 25.30% | 15.93% | 13.00% | 6.23% | 24.39% | 26.11% | 16.69% | 13.73% | 14.36% | -15.39% | -14.86% | 10.50% | 0.96 | 0.56 | 1.05 | |
| 3 | |
8.06% | 17.14% | 23.45% | % | % | 9.24% | 18.54% | 24.96% | % | % | 10.33% | -9.56% | -15.29% | 8.30% | 0.65 | 0.46 | 0.91 | |
| 4 | |
5.80% | 16.85% | 20.60% | 11.90% | % | 6.97% | 17.82% | 21.43% | 12.56% | 12.08% | 12.55% | -12.22% | -14.28% | 5.89% | 0.84 | 0.39 | 0.74 | |
| 5 | |
8.80% | 17.69% | 21.91% | 15.51% | 14.34% | 9.79% | 18.80% | 23.06% | 16.61% | 15.41% | 14.11% | -15.91% | -16.97% | 4.48% | 0.95 | 0.35 | 0.65 | |
| 6 | |
3.13% | 16.33% | 17.97% | 12.19% | 11.64% | 3.80% | 17.09% | 18.81% | 12.96% | 12.53% | 12.44% | -12.19% | -15.39% | 6.13% | 0.77 | 0.36 | 0.71 | |
| 7 | |
3.01% | 17.07% | 21.07% | 13.50% | 11.84% | 3.82% | 18.03% | 22.10% | 14.50% | 12.86% | 13.84% | -15.81% | -18.53% | 4.46% | 0.94 | 0.33 | 0.66 | |
| 8 | |
10.74% | 13.72% | 15.62% | 11.91% | 10.35% | 12.13% | 15.01% | 16.99% | 13.21% | 11.55% | 13.90% | -15.05% | -18.01% | 1.13% | 0.88 | 0.20 | 0.38 | |
| 9 | |
6.67% | 17.07% | 20.05% | 15.10% | 13.62% | 7.97% | 18.32% | 21.19% | 16.13% | 14.91% | 15.88% | -20.02% | -20.45% | 2.83% | 1.02 | 0.28 | 0.54 | |
| 10 | |
3.81% | 13.17% | 19.15% | 12.86% | 11.46% | 4.48% | 13.91% | 19.94% | 13.67% | 12.42% | 13.31% | -16.33% | -17.68% | 1.28% | 0.88 | 0.22 | 0.41 | |
| 11 | |
4.75% | 14.77% | 17.96% | 11.58% | 11.12% | 5.66% | 15.96% | 19.30% | 12.78% | 12.20% | 15.26% | -17.31% | -19.18% | 1.27% | 0.97 | 0.21 | 0.43 | |
| 12 | |
5.55% | 20.19% | 19.20% | 13.09% | 14.60% | 6.81% | 21.65% | 20.71% | 14.52% | 16.11% | 18.52% | -25.67% | -26.44% | 4.37% | 1.10 | 0.27 | 0.59 | |
| 13 | |
2.00% | 13.09% | % | % | % | 2.55% | 13.73% | % | % | % | 12.91% | -15.01% | -16.12% | 1.08% | 0.87 | 0.21 | 0.40 | |
| 14 | |
3.23% | 13.23% | 20.35% | 14.86% | % | 4.23% | 14.42% | 21.80% | 16.33% | % | 13.62% | -16.53% | -17.05% | 0.51% | 0.93 | 0.20 | 0.38 | |
| 15 | |
4.58% | 10.59% | 18.94% | 12.23% | % | 6.18% | 12.28% | 20.60% | 13.91% | % | 12.95% | -14.08% | -16.10% | -0.41% | 0.85 | 0.15 | 0.27 | |
| 16 | |
1.18% | 15.18% | 19.51% | 9.17% | 8.35% | 1.86% | 15.98% | 20.35% | 9.96% | 9.17% | 14.56% | -18.85% | -17.22% | 1.55% | 0.99 | 0.25 | 0.48 | |
| 17 | |
4.46% | 13.68% | 18.04% | 12.58% | 12.59% | 5.63% | 15.00% | 19.50% | 14.02% | 13.96% | 14.52% | -17.92% | -17.31% | 0.40% | 0.97 | 0.21 | 0.39 | |
| 18 | |
-1.56% | 13.62% | 22.52% | 13.24% | 12.88% | -0.47% | 14.93% | 23.91% | 14.56% | 14.18% | 13.47% | -16.72% | -19.57% | 1.56% | 0.90 | 0.22 | 0.44 | |
| 19 | |
-0.08% | 17.02% | 17.41% | % | % | 1.72% | 19.25% | 19.78% | % | % | 14.93% | -22.29% | -24.68% | 2.79% | 0.96 | 0.26 | 0.52 | |
| 20 | |
0.54% | 11.96% | 16.26% | 9.87% | 10.04% | 1.10% | 12.61% | 16.88% | 10.44% | 10.57% | 12.99% | -14.97% | -16.04% | -0.09% | 0.88 | 0.17 | 0.32 | |
| 21 | |
-0.40% | 14.12% | 18.81% | 14.02% | 12.14% | 0.77% | 15.56% | 20.35% | 15.44% | 13.61% | 14.04% | -19.19% | -20.47% | 1.56% | 0.92 | 0.22 | 0.44 | |
| 22 | |
1.43% | 12.76% | 16.71% | 10.82% | 10.14% | 3.08% | 14.66% | 18.69% | 12.68% | 11.71% | 14.13% | -17.95% | -17.07% | -0.06% | 0.95 | 0.18 | 0.35 | |
| 23 | |
1.53% | 12.32% | 18.72% | 11.77% | % | 3.13% | 14.18% | 20.70% | 13.71% | % | 13.61% | -16.11% | -17.51% | -0.33% | 0.92 | 0.17 | 0.32 | |
| 24 | |
-0.83% | 13.00% | 19.25% | 13.39% | 10.03% | 0.08% | 14.00% | 20.17% | 14.17% | 10.85% | 13.27% | -17.47% | -18.34% | 0.66% | 0.89 | 0.19 | 0.37 | |
| 25 | |
1.90% | 12.17% | 18.43% | 14.80% | 12.28% | 3.08% | 13.56% | 19.87% | 16.09% | 13.39% | 13.65% | -17.73% | -16.30% | -0.83% | 0.93 | 0.16 | 0.29 | |
| 26 | |
4.83% | 8.84% | 12.53% | 11.22% | 10.49% | 5.60% | 9.69% | 13.43% | 12.15% | 11.50% | 15.87% | -15.73% | -22.63% | -4.79% | 1.00 | 0.06 | 0.07 | |
| 27 | |
4.03% | 10.47% | 16.55% | 11.67% | 10.47% | 5.07% | 11.59% | 17.70% | 12.74% | 11.53% | 14.19% | -18.07% | -18.28% | -2.32% | 0.95 | 0.12 | 0.20 | |
| 28 | |
4.12% | 12.81% | 17.21% | 12.72% | 11.76% | 5.33% | 14.17% | 18.64% | 14.15% | 13.32% | 15.30% | -18.52% | -21.47% | -1.14% | 1.01 | 0.16 | 0.30 | |
| 29 | |
2.91% | 11.06% | 11.67% | 7.92% | 9.07% | 3.66% | 11.92% | 12.58% | 8.88% | 10.05% | 13.43% | -17.83% | -16.28% | -1.91% | 0.91 | 0.12 | 0.21 | |
| 30 | |
-1.35% | 10.22% | 13.62% | 9.83% | % | 0.52% | 12.36% | 15.80% | 11.86% | % | 13.83% | -18.10% | -18.75% | -2.62% | 0.93 | 0.10 | 0.17 | |
| 31 | |
-6.63% | 14.81% | 20.88% | 14.40% | 13.50% | -5.58% | 16.10% | 22.19% | 15.67% | 14.90% | 16.73% | -23.77% | -23.08% | -0.50% | 1.08 | 0.19 | 0.36 | |
| 32 | |
-3.35% | 11.37% | 14.04% | 8.32% | % | -1.76% | 13.21% | 16.32% | 10.14% | % | 14.53% | -19.66% | -20.19% | -1.56% | 0.97 | 0.14 | 0.26 | |
| 33 | |
-11.66% | 14.70% | 30.50% | 19.74% | 18.21% | -10.72% | 16.15% | 32.55% | 21.43% | 19.42% | 17.84% | -25.37% | -21.34% | -0.46% | 1.13 | 0.20 | 0.37 | |
| 34 | |
-10.59% | 9.06% | 12.62% | % | % | -9.13% | 10.93% | 14.62% | % | % | 15.53% | -23.22% | -23.62% | -3.78% | 0.97 | 0.07 | 0.11 |
Return Calculated On: 10 March 2025 | Ratios Calculated On: 28 February 2025
As On: 10 March 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life ELSS Tax Saver Fund |
-0.91
|
1.73
|
-3.80
|
-12.03
|
-13.95
|
2.91
|
11.06
|
11.67
|
7.92
|
9.07
|
11.17
|
| Baroda BNP Paribas ELSS Tax Saver Fund |
-0.96
|
2.26
|
-6.26
|
-15.06
|
-12.48
|
5.03
|
|
|
|
|
|
| Bank of India ELSS Tax Saver |
-1.71
|
3.53
|
-6.63
|
-20.60
|
-17.87
|
-6.63
|
14.81
|
20.88
|
14.40
|
13.50
|
12.88
|
| Canara Robeco ELSS TAX Tax Saver Fund |
-0.87
|
1.55
|
-5.84
|
-14.17
|
-14.26
|
1.90
|
12.17
|
18.43
|
14.80
|
12.28
|
13.65
|
| NJ Elss Tax Saver Scheme |
-0.70
|
1.84
|
-7.42
|
-14.22
|
-20.83
|
-5.77
|
|
|
|
|
|
| Whiteoak Capital Elss Tax Saver Fund |
-1.20
|
1.87
|
-5.33
|
-14.77
|
-10.05
|
10.07
|
|
|
|
|
|
| Samco Elss Tax Saver Fund |
-1.77
|
2.50
|
-8.65
|
-27.33
|
-26.02
|
-15.92
|
|
|
|
|
|
| DSP ELSS Tax Saver Fund |
-0.46
|
2.42
|
-3.43
|
-11.63
|
-12.04
|
8.80
|
17.69
|
21.91
|
15.51
|
14.34
|
15.06
|
| Edelweiss ELSS Tax saver Fund |
-1.00
|
1.57
|
-6.00
|
-15.11
|
-14.32
|
1.43
|
12.76
|
16.71
|
10.82
|
10.14
|
12.14
|
| Navi ELSS Tax Saver Fund |
-1.06
|
2.14
|
-5.85
|
-12.98
|
-15.18
|
-1.35
|
10.22
|
13.62
|
9.83
|
|
|
| Navi ELSS Tax Saver Nifty 50 Index Fund |
-0.42
|
1.52
|
-3.96
|
-8.75
|
-10.42
|
0.66
|
|
|
|
|
|
| Franklin India ELSS Tax Saver Fund |
-0.69
|
0.81
|
-5.53
|
-13.54
|
-12.84
|
3.01
|
17.07
|
21.07
|
13.50
|
11.84
|
14.06
|
| Hdfc Taxsaver |
-0.34
|
1.29
|
-4.26
|
-9.06
|
-9.65
|
6.00
|
21.33
|
23.49
|
13.42
|
11.77
|
12.96
|
| Hsbc Tax Saver Equity Fund |
-1.39
|
1.95
|
-9.26
|
-18.55
|
-12.52
|
4.75
|
14.77
|
17.96
|
11.58
|
11.12
|
12.57
|
| HSBC Elss Tax Saver Fund |
-1.77
|
2.22
|
-5.79
|
-17.22
|
-13.71
|
7.75
|
|
|
|
|
|
| ICICI Prudential ELSS Tax Saver Fund |
-0.66
|
1.65
|
-4.66
|
-10.22
|
-13.12
|
3.81
|
13.17
|
19.15
|
12.86
|
11.46
|
|
| Bandhan ELSS Tax saver Fund |
-0.84
|
1.69
|
-4.58
|
-11.42
|
-13.89
|
-1.56
|
13.62
|
22.52
|
13.24
|
12.88
|
14.58
|
| Groww ELSS Tax Saver Fund |
-0.97
|
1.35
|
-5.97
|
-18.65
|
-17.45
|
-3.35
|
11.37
|
14.04
|
8.32
|
|
|
| Invesco India ELSS Tax Saver Fund |
-1.02
|
2.50
|
-6.84
|
-16.72
|
-14.74
|
4.12
|
12.81
|
17.21
|
12.72
|
11.76
|
14.04
|
| ITI ELSS Tax Saver Fund |
-1.96
|
2.41
|
-6.19
|
-17.67
|
-17.44
|
-0.08
|
17.02
|
17.41
|
|
|
|
| JM ELSS Tax Saver Fund |
-1.01
|
1.75
|
-6.63
|
-15.47
|
-17.24
|
6.67
|
17.07
|
20.05
|
15.10
|
13.62
|
12.91
|
| Kotak ELSS Tax Saver Fund |
-0.69
|
2.06
|
-5.35
|
-15.47
|
-14.93
|
-0.40
|
14.12
|
18.81
|
14.02
|
12.14
|
12.84
|
| LIC MF ELSS Tax Saver |
-0.71
|
2.56
|
-4.33
|
-11.33
|
-10.91
|
10.74
|
13.72
|
15.62
|
11.91
|
10.35
|
11.56
|
| Mahindra Manulife ELSS Tax Saver Fund |
-0.74
|
2.05
|
-4.54
|
-11.26
|
-13.04
|
1.53
|
12.32
|
18.72
|
11.77
|
|
|
| Mirae Asset ELSS Tax Saver Fund |
-0.76
|
1.99
|
-4.49
|
-13.37
|
-13.36
|
3.23
|
13.23
|
20.35
|
14.86
|
|
|
| Motilal Oswal ELSS Tax Saver Fund |
-2.23
|
2.64
|
-9.06
|
-25.18
|
-20.22
|
5.55
|
20.19
|
19.20
|
13.09
|
14.60
|
|
| Parag Parikh ELSS Tax Saver Fund |
-0.22
|
1.30
|
-3.17
|
-6.87
|
-6.05
|
8.06
|
17.14
|
23.45
|
|
|
|
| quant Elss Tax Saver Fund |
-0.99
|
2.98
|
-4.05
|
-14.25
|
-21.79
|
-11.66
|
14.70
|
30.50
|
19.74
|
18.21
|
14.01
|
| Nippon India ELSS Tax Saver Fund |
-0.69
|
2.43
|
-4.06
|
-14.18
|
-15.12
|
1.18
|
15.18
|
19.51
|
9.17
|
8.35
|
12.77
|
| Sbi Long Term Equity Fund |
-0.59
|
2.17
|
-3.95
|
-10.73
|
-11.31
|
5.53
|
23.57
|
25.30
|
15.93
|
13.00
|
13.76
|
| Shriram ELSS Tax Saver Fund |
-1.16
|
0.58
|
-8.08
|
-19.20
|
-21.12
|
-10.59
|
9.06
|
12.62
|
|
|
|
| Sundaram Diversified Equity |
-0.72
|
1.37
|
-5.08
|
-11.49
|
-11.89
|
0.54
|
11.96
|
16.26
|
9.87
|
10.04
|
10.97
|
| Sundaram ELSS Tax Saver Fund |
-0.71
|
1.43
|
-4.95
|
-11.30
|
-11.62
|
2.00
|
13.09
|
|
|
|
|
| Tata ELSS Tax Saver Fund |
-0.90
|
2.34
|
-5.47
|
-14.16
|
-13.25
|
4.46
|
13.68
|
18.04
|
12.58
|
12.59
|
|
| Taurus ELSS tax saver fund |
-0.75
|
1.10
|
-4.30
|
-11.55
|
-10.14
|
3.13
|
16.33
|
17.97
|
12.19
|
11.64
|
11.86
|
| Union ELSS Tax Saver Fund |
-0.86
|
1.79
|
-5.05
|
-14.34
|
-14.15
|
-0.83
|
13.00
|
19.25
|
13.39
|
10.03
|
|
| UTI ELSS Tax Saver Fund |
-0.50
|
1.26
|
-5.01
|
-12.67
|
-15.15
|
4.03
|
10.47
|
16.55
|
11.67
|
10.47
|
11.32
|
| PGIM India ELSS Tax Saver Fund |
-0.90
|
0.82
|
-6.38
|
-12.77
|
-11.34
|
4.58
|
10.59
|
18.94
|
12.23
|
|
|
| Quantum ELSS Tax Saver Fund |
-0.72
|
0.84
|
-5.39
|
-9.96
|
-9.91
|
5.80
|
16.85
|
20.60
|
11.90
|
|
|
| Axis ELSS Tax Saver Fund |
-0.78
|
0.94
|
-5.05
|
-11.42
|
-11.79
|
4.83
|
8.84
|
12.53
|
11.22
|
10.49
|
15.09
|
| Nifty 500 Total Return Index |
-0.87
|
1.86
|
-5.11
|
-12.91
|
-14.00
|
0.86
|
13.75
|
19.85
|
13.31
|
12.24
|
12.21
|
As On: 10 March 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life ELSS Tax Saver Fund |
-0.88
|
1.74
|
-3.75
|
-11.88
|
-13.64
|
3.66
|
11.92
|
12.58
|
8.88
|
10.05
|
|
| Baroda BNP Paribas ELSS Tax Saver Fund |
-0.95
|
2.29
|
-6.17
|
-14.81
|
-11.95
|
6.30
|
|
|
|
|
|
| Bank of India ELSS Tax Saver |
-1.70
|
3.56
|
-6.55
|
-20.37
|
-17.40
|
-5.58
|
16.10
|
22.19
|
15.67
|
14.90
|
|
| Canara Robeco ELSS TAX Tax Saver Fund |
-0.86
|
1.57
|
-5.75
|
-13.92
|
-13.78
|
3.08
|
13.56
|
19.87
|
16.09
|
13.39
|
|
| NJ Elss Tax Saver Scheme |
-0.61
|
1.94
|
-7.27
|
-13.84
|
-20.07
|
-4.02
|
|
|
|
|
|
| Whiteoak Capital Elss Tax Saver Fund |
-1.19
|
1.90
|
-5.21
|
-14.43
|
-9.32
|
11.88
|
|
|
|
|
|
| Zerodha Elss Tax Saver Nifty Largemidcap 250 Index Fund |
-0.99
|
1.56
|
-5.52
|
-13.72
|
-14.53
|
1.38
|
|
|
|
|
|
| Samco Elss Tax Saver Fund |
-1.80
|
2.42
|
-8.62
|
-27.12
|
-25.55
|
-14.81
|
|
|
|
|
|
| DSP ELSS Tax Saver Fund |
-0.45
|
2.43
|
-3.36
|
-11.43
|
-11.64
|
9.79
|
18.80
|
23.06
|
16.61
|
15.41
|
|
| Edelweiss ELSS Tax saver Fund |
-0.99
|
1.58
|
-5.90
|
-14.78
|
-13.64
|
3.08
|
14.66
|
18.69
|
12.68
|
11.71
|
|
| Navi ELSS Tax Saver Fund |
-1.05
|
2.17
|
-5.72
|
-12.57
|
-14.38
|
0.52
|
12.36
|
15.80
|
11.86
|
|
|
| Navi ELSS Tax Saver Nifty 50 Index Fund |
-0.41
|
1.54
|
-3.89
|
-8.55
|
-10.02
|
1.56
|
|
|
|
|
|
| Franklin India ELSS Tax Saver Fund |
-0.69
|
0.82
|
-5.47
|
-13.37
|
-12.49
|
3.82
|
18.03
|
22.10
|
14.50
|
12.86
|
|
| Hdfc Taxsaver |
-0.34
|
1.30
|
-4.22
|
-8.93
|
-9.38
|
6.65
|
22.07
|
24.23
|
14.12
|
12.47
|
|
| Hsbc Tax Saver Equity Fund |
-1.38
|
1.97
|
-9.20
|
-18.38
|
-12.14
|
5.66
|
15.96
|
19.30
|
12.78
|
12.20
|
|
| HSBC Elss Tax Saver Fund |
-1.76
|
2.23
|
-5.74
|
-17.06
|
-13.37
|
8.56
|
|
|
|
|
|
| ICICI Prudential ELSS Tax Saver Fund |
-0.66
|
1.66
|
-4.61
|
-10.09
|
-12.85
|
4.48
|
13.91
|
19.94
|
13.67
|
12.42
|
|
| Bandhan ELSS Tax saver Fund |
-0.83
|
1.71
|
-4.50
|
-11.19
|
-13.42
|
-0.47
|
14.93
|
23.91
|
14.56
|
14.18
|
|
| Groww ELSS Tax Saver Fund |
-1.01
|
1.35
|
-5.88
|
-18.32
|
-16.79
|
-1.76
|
13.21
|
16.32
|
10.14
|
|
|
| Invesco India ELSS Tax Saver Fund |
-1.01
|
2.53
|
-6.75
|
-16.48
|
-14.26
|
5.33
|
14.17
|
18.64
|
14.15
|
13.32
|
|
| ITI ELSS Tax Saver Fund |
-1.95
|
2.45
|
-6.07
|
-17.32
|
-16.71
|
1.72
|
19.25
|
19.78
|
|
|
|
| JM ELSS Tax Saver Fund |
-1.00
|
1.77
|
-6.55
|
-15.23
|
-16.77
|
7.97
|
18.32
|
21.19
|
16.13
|
14.91
|
|
| Kotak ELSS Tax Saver Fund |
-0.68
|
2.08
|
-5.27
|
-15.24
|
-14.44
|
0.77
|
15.56
|
20.35
|
15.44
|
13.61
|
|
| LIC MF ELSS Tax Saver |
-0.70
|
2.59
|
-4.25
|
-11.07
|
-10.39
|
12.13
|
15.01
|
16.99
|
13.21
|
11.55
|
|
| Mahindra Manulife ELSS Tax Saver Fund |
-0.73
|
2.08
|
-4.42
|
-10.92
|
-12.36
|
3.13
|
14.18
|
20.70
|
13.71
|
|
|
| Mirae Asset ELSS Tax Saver Fund |
-0.75
|
2.01
|
-4.42
|
-13.16
|
-12.94
|
4.23
|
14.42
|
21.80
|
16.33
|
|
|
| Motilal Oswal ELSS Tax Saver Fund |
-2.22
|
2.66
|
-8.97
|
-24.96
|
-19.75
|
6.81
|
21.65
|
20.71
|
14.52
|
16.11
|
|
| Parag Parikh ELSS Tax Saver Fund |
-0.21
|
1.33
|
-3.09
|
-6.62
|
-5.53
|
9.24
|
18.54
|
24.96
|
|
|
|
| quant Elss Tax Saver Fund |
-0.98
|
3.01
|
-3.97
|
-14.01
|
-21.35
|
-10.72
|
16.15
|
32.55
|
21.43
|
19.42
|
|
| Nippon India ELSS Tax Saver Fund |
-0.69
|
2.44
|
-4.01
|
-14.04
|
-14.84
|
1.86
|
15.98
|
20.35
|
9.96
|
9.17
|
|
| Sbi Long Term Equity Fund |
-0.59
|
2.18
|
-3.91
|
-10.59
|
-11.03
|
6.23
|
24.39
|
26.11
|
16.69
|
13.73
|
|
| Shriram ELSS Tax Saver Fund |
-1.15
|
0.61
|
-7.97
|
-18.88
|
-20.46
|
-9.13
|
10.93
|
14.62
|
|
|
|
| Sundaram Diversified Equity |
-0.72
|
1.38
|
-5.04
|
-11.37
|
-11.66
|
1.10
|
12.61
|
16.88
|
10.44
|
10.57
|
|
| Sundaram ELSS Tax Saver Fund |
-0.70
|
1.44
|
-4.91
|
-11.18
|
-11.38
|
2.55
|
13.73
|
|
|
|
|
| Tata ELSS Tax Saver Fund |
-0.90
|
2.37
|
-5.39
|
-13.92
|
-12.77
|
5.63
|
15.00
|
19.50
|
14.02
|
13.96
|
|
| Taurus ELSS tax saver fund |
-0.74
|
1.12
|
-4.23
|
-11.38
|
-9.86
|
3.80
|
17.09
|
18.81
|
12.96
|
12.53
|
|
| Union ELSS Tax Saver Fund |
-0.84
|
1.80
|
-4.99
|
-14.15
|
-13.77
|
0.08
|
14.00
|
20.17
|
14.17
|
10.85
|
|
| UTI ELSS Tax Saver Fund |
-0.50
|
1.28
|
-4.94
|
-12.46
|
-14.74
|
5.07
|
11.59
|
17.70
|
12.74
|
11.53
|
|
| PGIM India ELSS Tax Saver Fund |
-0.88
|
0.86
|
-6.26
|
-12.44
|
-10.68
|
6.18
|
12.28
|
20.60
|
13.91
|
|
|
| Quantum ELSS Tax Saver Fund |
-0.71
|
0.87
|
-5.31
|
-9.71
|
-9.41
|
6.97
|
17.82
|
21.43
|
12.56
|
12.08
|
13.14
|
| Axis ELSS Tax Saver Fund |
-0.78
|
0.95
|
-5.00
|
-11.26
|
-11.47
|
5.60
|
9.69
|
13.43
|
12.15
|
11.50
|
|
| Nifty 500 Total Return Index |
-0.87
|
1.86
|
-5.11
|
-12.91
|
-14.00
|
0.86
|
13.75
|
19.85
|
13.31
|
12.24
|
12.21
|
As On: 10 March 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life ELSS Tax Saver Fund |
-27.13
|
7.41
|
9.19
|
9.14
|
9.45
|
11.68
|
| Baroda BNP Paribas ELSS Tax Saver Fund |
-27.08
|
|
|
|
|
|
| Bank of India ELSS Tax Saver |
-37.38
|
9.41
|
15.35
|
16.87
|
15.95
|
15.30
|
| Canara Robeco ELSS TAX Tax Saver Fund |
-28.40
|
8.02
|
13.17
|
14.71
|
14.45
|
14.27
|
| NJ Elss Tax Saver Scheme |
-34.31
|
|
|
|
|
|
| Whiteoak Capital Elss Tax Saver Fund |
-23.10
|
|
|
|
|
|
| Samco Elss Tax Saver Fund |
|
|
|
|
|
|
| DSP ELSS Tax Saver Fund |
-23.19
|
15.03
|
18.53
|
17.91
|
16.31
|
16.31
|
| Edelweiss ELSS Tax saver Fund |
-29.12
|
8.80
|
13.24
|
13.12
|
12.04
|
12.54
|
| Navi ELSS Tax Saver Fund |
-29.89
|
5.41
|
10.21
|
10.41
|
|
|
| Navi ELSS Tax Saver Nifty 50 Index Fund |
-23.93
|
|
|
|
|
|
| Franklin India ELSS Tax Saver Fund |
-26.82
|
13.12
|
17.89
|
16.38
|
14.31
|
14.56
|
| Hdfc Taxsaver |
-22.33
|
16.54
|
20.76
|
18.02
|
15.23
|
14.18
|
| Hsbc Tax Saver Equity Fund |
-28.26
|
11.77
|
15.40
|
14.58
|
13.17
|
13.48
|
| HSBC Elss Tax Saver Fund |
-28.20
|
|
|
|
|
|
| ICICI Prudential ELSS Tax Saver Fund |
-24.77
|
10.01
|
14.66
|
14.41
|
13.39
|
13.93
|
| Bandhan ELSS Tax saver Fund |
-28.19
|
8.62
|
16.41
|
16.24
|
15.09
|
15.47
|
| Groww ELSS Tax Saver Fund |
-33.64
|
6.20
|
10.51
|
10.45
|
|
|
| Invesco India ELSS Tax Saver Fund |
-28.79
|
10.84
|
13.73
|
13.86
|
13.40
|
14.41
|
| ITI ELSS Tax Saver Fund |
-33.53
|
12.27
|
14.48
|
|
|
|
| JM ELSS Tax Saver Fund |
-30.08
|
13.59
|
17.59
|
17.14
|
15.93
|
15.41
|
| Kotak ELSS Tax Saver Fund |
-31.36
|
8.68
|
14.52
|
14.98
|
14.16
|
14.13
|
| LIC MF ELSS Tax Saver |
-23.03
|
11.35
|
14.30
|
13.62
|
12.77
|
12.78
|
| Mahindra Manulife ELSS Tax Saver Fund |
-26.93
|
7.88
|
13.86
|
13.92
|
|
|
| Mirae Asset ELSS Tax Saver Fund |
-26.65
|
9.51
|
14.54
|
15.50
|
|
|
| Motilal Oswal ELSS Tax Saver Fund |
-36.10
|
15.30
|
18.49
|
16.99
|
15.71
|
|
| Parag Parikh ELSS Tax Saver Fund |
-17.87
|
14.05
|
18.50
|
|
|
|
| quant Elss Tax Saver Fund |
-38.93
|
6.74
|
18.69
|
21.27
|
19.93
|
18.16
|
| Nippon India ELSS Tax Saver Fund |
-29.31
|
10.49
|
16.17
|
14.15
|
11.57
|
12.73
|
| Sbi Long Term Equity Fund |
-24.27
|
19.98
|
22.46
|
20.26
|
16.92
|
15.67
|
| Shriram ELSS Tax Saver Fund |
-40.12
|
2.13
|
7.65
|
|
|
|
| Sundaram Diversified Equity |
-26.07
|
6.80
|
12.49
|
12.10
|
11.26
|
11.84
|
| Sundaram ELSS Tax Saver Fund |
-25.83
|
8.78
|
|
|
|
|
| Tata ELSS Tax Saver Fund |
-26.97
|
9.30
|
14.23
|
14.15
|
13.59
|
|
| Taurus ELSS tax saver fund |
-23.31
|
12.60
|
15.39
|
14.47
|
13.66
|
13.06
|
| Union ELSS Tax Saver Fund |
-29.01
|
7.91
|
13.74
|
14.61
|
13.25
|
|
| UTI ELSS Tax Saver Fund |
-27.97
|
7.11
|
11.89
|
12.77
|
12.19
|
12.31
|
| PGIM India ELSS Tax Saver Fund |
-25.37
|
6.31
|
12.88
|
13.47
|
|
|
| Quantum ELSS Tax Saver Fund |
-22.72
|
13.55
|
16.62
|
14.92
|
|
|
| Axis ELSS Tax Saver Fund |
-25.16
|
7.93
|
9.79
|
10.79
|
11.39
|
14.19
|
As On: 10 March 2025
Performance Indicators
Calculated On: 28 February 2025
| 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 | -7.26 | 13.43 | 9.67 |
| Bank Of India Elss Tax Saver | -23.08 | -23.77 | -7.89 | 16.73 | 12.32 |
| Canara Robeco Elss Tax Tax Saver Fund | -16.30 | -17.73 | -6.81 | 13.65 | 9.63 |
| Dsp Elss Tax Saver Fund | -16.97 | -15.91 | -6.38 | 14.11 | 9.80 |
| Edelweiss Elss Tax Saver Fund | -17.07 | -17.95 | -6.90 | 14.13 | 10.12 |
| Navi Elss Tax Saver Fund | -18.75 | -18.10 | -6.95 | 13.83 | 9.72 |
| Franklin India Elss Tax Saver Fund | -18.53 | -15.81 | -7.30 | 13.84 | 10.02 |
| Hdfc Taxsaver | -14.39 | -12.96 | -5.59 | 12.42 | 8.74 |
| Hsbc Tax Saver Equity Fund | -19.18 | -17.31 | -5.55 | 15.26 | 11.34 |
| Icici Prudential Elss Tax Saver Fund | -17.68 | -16.33 | -5.75 | 13.31 | 9.34 |
| Bandhan Elss Tax Saver Fund | -19.57 | -16.72 | -6.37 | 13.47 | 9.70 |
| Groww Elss Tax Saver Fund | -20.19 | -19.66 | -7.22 | 14.53 | 10.59 |
| Invesco India Elss Tax Saver Fund | -21.47 | -18.52 | -8.30 | 15.30 | 11.37 |
| Iti Elss Tax Saver Fund | -24.68 | -22.29 | -7.70 | 14.93 | 10.88 |
| Jm Elss Tax Saver Fund | -20.45 | -20.02 | -7.16 | 15.88 | 11.24 |
| Kotak Elss Tax Saver Fund | -20.47 | -19.19 | -5.82 | 14.04 | 10.43 |
| Lic Mf Elss Tax Saver | -18.01 | -15.05 | -6.37 | 13.90 | 9.77 |
| Mahindra Manulife Elss Tax Saver Fund | -17.51 | -16.11 | -6.53 | 13.61 | 9.44 |
| Mirae Asset Elss Tax Saver Fund | -17.05 | -16.53 | -6.46 | 13.62 | 9.68 |
| Motilal Oswal Elss Tax Saver Fund | -26.44 | -25.67 | -7.96 | 18.52 | 14.64 |
| Parag Parikh Elss Tax Saver Fund | -15.29 | -9.56 | -3.57 | 10.33 | 7.47 |
| Quant Elss Tax Saver Fund | -21.34 | -25.37 | -10.79 | 17.84 | 12.73 |
| Nippon India Elss Tax Saver Fund | -17.22 | -18.85 | -8.33 | 14.56 | 10.24 |
| Sbi Long Term Equity Fund | -14.86 | -15.39 | -6.79 | 14.36 | 10.25 |
| Shriram Elss Tax Saver Fund | -23.62 | -23.22 | -6.54 | 15.53 | 11.70 |
| Sundaram Diversified Equity | -16.04 | -14.97 | -4.71 | 12.99 | 8.99 |
| Sundaram Elss Tax Saver Fund | -16.12 | -15.01 | -4.67 | 12.91 | 9.09 |
| Tata Elss Tax Saver Fund | -17.31 | -17.92 | -8.27 | 14.52 | 10.06 |
| Taurus Elss Tax Saver Fund | -15.39 | -12.19 | -4.84 | 12.44 | 8.86 |
| Union Elss Tax Saver Fund | -18.34 | -17.47 | -6.39 | 13.27 | 9.58 |
| Uti Elss Tax Saver Fund | -18.28 | -18.07 | -7.16 | 14.19 | 9.71 |
| Pgim India Elss Tax Saver Fund | -16.10 | -14.08 | -5.29 | 12.95 | 9.14 |
| Quantum Elss Tax Saver Fund | -14.28 | -12.22 | -5.30 | 12.55 | 8.79 |
| Axis Elss Tax Saver Fund | -22.63 | -15.73 | -6.91 | 15.87 | 10.71 |
Calculated On: 28 February 2025
| 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 |
0.21
|
0.12
|
0.35
|
0.38
|
-1.91
|
0.91 |
0.97
|
0.03
|
0.88
|
-2.9400
|
| Bank Of India Elss Tax Saver |
0.36
|
0.19
|
0.39
|
0.41
|
-0.50
|
1.08 |
0.87
|
0.06
|
1.07
|
0.4500
|
| Canara Robeco Elss Tax Tax Saver Fund |
0.29
|
0.16
|
0.40
|
0.43
|
-0.83
|
0.93 |
0.96
|
0.04
|
0.97
|
-1.7200
|
| Dsp Elss Tax Saver Fund |
0.65
|
0.35
|
0.64
|
0.38
|
4.48
|
0.95 |
0.95
|
0.10
|
1.39
|
3.8600
|
| Edelweiss Elss Tax Saver Fund |
0.35
|
0.18
|
0.43
|
0.41
|
-0.06
|
0.95 |
0.95
|
0.05
|
1.04
|
-0.6700
|
| Navi Elss Tax Saver Fund |
0.17
|
0.10
|
0.33
|
0.42
|
-2.62
|
0.93 |
0.94
|
0.02
|
0.82
|
-3.5200
|
| Franklin India Elss Tax Saver Fund |
0.66
|
0.33
|
0.64
|
0.38
|
4.46
|
0.94 |
0.97
|
0.10
|
1.39
|
3.7400
|
| Hdfc Taxsaver |
1.07
|
0.58
|
0.91
|
0.37
|
10.17
|
0.84 |
0.95
|
0.16
|
1.84
|
8.2000
|
| Hsbc Tax Saver Equity Fund |
0.43
|
0.21
|
0.50
|
0.44
|
1.27
|
0.97 |
0.85
|
0.07
|
1.14
|
0.9500
|
| Icici Prudential Elss Tax Saver Fund |
0.41
|
0.22
|
0.48
|
0.38
|
1.28
|
0.88 |
0.92
|
0.06
|
1.11
|
-0.1700
|
| Bandhan Elss Tax Saver Fund |
0.44
|
0.22
|
0.49
|
0.38
|
1.56
|
0.90 |
0.94
|
0.07
|
1.15
|
0.3900
|
| Groww Elss Tax Saver Fund |
0.26
|
0.14
|
0.36
|
0.40
|
-1.56
|
0.97 |
0.92
|
0.04
|
0.94
|
-1.9800
|
| Invesco India Elss Tax Saver Fund |
0.30
|
0.16
|
0.41
|
0.40
|
-1.14
|
1.01 |
0.91
|
0.05
|
0.99
|
-1.0400
|
| Iti Elss Tax Saver Fund |
0.52
|
0.26
|
0.47
|
0.43
|
2.79
|
0.96 |
0.87
|
0.08
|
1.24
|
2.3300
|
| Jm Elss Tax Saver Fund |
0.54
|
0.28
|
0.53
|
0.40
|
2.83
|
1.02 |
0.87
|
0.08
|
1.26
|
3.1000
|
| Kotak Elss Tax Saver Fund |
0.44
|
0.22
|
0.46
|
0.42
|
1.56
|
0.92 |
0.91
|
0.07
|
1.15
|
0.6400
|
| Lic Mf Elss Tax Saver |
0.38
|
0.20
|
0.49
|
0.41
|
1.13
|
0.88 |
0.84
|
0.06
|
1.08
|
-0.3300
|
| Mahindra Manulife Elss Tax Saver Fund |
0.32
|
0.17
|
0.44
|
0.41
|
-0.33
|
0.92 |
0.95
|
0.05
|
1.01
|
-1.3100
|
| Mirae Asset Elss Tax Saver Fund |
0.38
|
0.20
|
0.46
|
0.37
|
0.51
|
0.93 |
0.97
|
0.06
|
1.08
|
-0.3900
|
| Motilal Oswal Elss Tax Saver Fund |
0.59
|
0.27
|
0.51
|
0.44
|
4.37
|
1.10 |
0.74
|
0.10
|
1.33
|
5.5900
|
| Parag Parikh Elss Tax Saver Fund |
0.91
|
0.46
|
0.86
|
0.36
|
8.30
|
0.65 |
0.84
|
0.14
|
1.66
|
4.0800
|
| Quant Elss Tax Saver Fund |
0.37
|
0.20
|
0.39
|
0.36
|
-0.46
|
1.13 |
0.84
|
0.06
|
1.09
|
1.1100
|
| Nippon India Elss Tax Saver Fund |
0.48
|
0.25
|
0.49
|
0.40
|
1.55
|
0.99 |
0.97
|
0.07
|
1.19
|
1.4200
|
| Sbi Long Term Equity Fund |
1.05
|
0.56
|
0.90
|
0.37
|
10.50
|
0.96 |
0.94
|
0.16
|
1.82
|
10.0500
|
| Shriram Elss Tax Saver Fund |
0.11
|
0.07
|
0.26
|
0.44
|
-3.78
|
0.97 |
0.81
|
0.02
|
0.77
|
-4.2000
|
| Sundaram Diversified Equity |
0.32
|
0.17
|
0.45
|
0.41
|
-0.09
|
0.88 |
0.95
|
0.05
|
1.00
|
-1.6000
|
| Sundaram Elss Tax Saver Fund |
0.40
|
0.21
|
0.49
|
0.40
|
1.08
|
0.87 |
0.95
|
0.06
|
1.09
|
-0.4800
|
| Tata Elss Tax Saver Fund |
0.39
|
0.21
|
0.46
|
0.40
|
0.40
|
0.97 |
0.94
|
0.06
|
1.09
|
0.0800
|
| Taurus Elss Tax Saver Fund |
0.71
|
0.36
|
0.73
|
0.37
|
6.13
|
0.77 |
0.81
|
0.11
|
1.44
|
3.3800
|
| Union Elss Tax Saver Fund |
0.37
|
0.19
|
0.44
|
0.40
|
0.66
|
0.89 |
0.94
|
0.06
|
1.07
|
-0.6800
|
| Uti Elss Tax Saver Fund |
0.20
|
0.12
|
0.35
|
0.39
|
-2.32
|
0.95 |
0.93
|
0.03
|
0.86
|
-2.9800
|
| Pgim India Elss Tax Saver Fund |
0.27
|
0.15
|
0.43
|
0.40
|
-0.41
|
0.85 |
0.90
|
0.04
|
0.94
|
-2.2500
|
| Quantum Elss Tax Saver Fund |
0.74
|
0.39
|
0.75
|
0.38
|
5.89
|
0.84 |
0.94
|
0.11
|
1.48
|
3.9600
|
| Axis Elss Tax Saver Fund |
0.07
|
0.06
|
0.31
|
0.42
|
-4.79
|
1.00 |
0.83
|
0.01
|
0.72
|
-4.8000
|