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 | |
58.81% | 27.53% | 22.45% | 16.84% | 16.60% | 59.93% | 28.36% | 23.23% | 17.62% | 17.33% | 13.34% | -10.25% | -12.35% | 8.62% | 0.95 | 0.71 | 1.32 |
| Hdfc Taxsaver | 2 | |
46.10% | 26.41% | 18.26% | 13.69% | 14.13% | 46.97% | 27.18% | 18.96% | 14.40% | 14.82% | 11.87% | -6.28% | -11.74% | 8.91% | 0.87 | 0.81 | 1.40 |
| Quant Tax Plan | 3 | |
59.97% | 26.95% | 32.46% | 23.99% | 24.83% | 61.69% | 28.90% | 34.66% | 25.61% | 26.10% | 16.60% | -12.73% | -19.99% | 15.75% | 0.88 | 0.67 | 1.25 |
| Motilal Oswal Long Term … | 4 | |
57.66% | 25.71% | 21.16% | 16.01% | % | 59.56% | 27.26% | 22.71% | 17.50% | % | 13.73% | -15.77% | -13.82% | 5.11% | 0.93 | 0.58 | 1.03 |
| Bank Of India Tax Advant… | 5 | |
55.59% | 24.40% | 25.92% | 19.74% | 18.43% | 57.17% | 25.73% | 27.29% | 21.11% | 19.90% | 14.16% | -16.59% | -15.72% | 5.72% | 0.96 | 0.56 | 1.06 |
| Franklin India Taxshield | 6 | |
43.93% | 21.75% | 18.25% | 14.58% | 15.97% | 45.12% | 22.76% | 19.28% | 15.62% | 17.02% | 12.82% | -11.97% | -13.26% | 3.73% | 0.93 | 0.52 | 1.00 |
| Parag Parikh Tax Saver F… | 7 | |
31.96% | 20.63% | % | % | % | 33.41% | 22.14% | % | % | % | 10.06% | -7.38% | -11.40% | 8.99% | 0.65 | 0.72 | 1.29 |
| Iti Long Term Equity Fund | 8 | |
55.17% | 19.04% | % | % | % | 57.99% | 21.41% | % | % | % | 12.80% | -17.82% | -11.90% | 1.58% | 0.84 | 0.43 | 0.73 |
| Nippon India Tax Saver (… | 9 | |
44.18% | 21.61% | 15.85% | 10.54% | 13.42% | 45.15% | 22.47% | 16.66% | 11.38% | 14.29% | 13.03% | -10.23% | -13.88% | 3.37% | 0.97 | 0.49 | 0.90 |
| Kotak Tax Saver Fund | 10 | |
41.62% | 21.61% | 19.63% | 15.67% | 17.41% | 43.38% | 23.21% | 21.17% | 17.13% | 18.90% | 11.42% | -9.96% | -13.60% | 3.95% | 0.82 | 0.51 | 0.97 |
| Idfc Tax Advantage (Elss… | 11 | |
35.69% | 20.60% | 20.32% | 16.20% | 17.65% | 37.24% | 22.01% | 21.68% | 17.57% | 19.07% | 12.78% | -11.04% | -18.59% | 6.02% | 0.86 | 0.51 | 1.04 |
| Jm Tax Gain Fund | 12 | |
50.47% | 23.60% | 21.09% | 16.99% | 17.43% | 52.15% | 24.79% | 22.16% | 17.97% | 18.70% | 13.37% | -14.82% | -13.70% | 2.27% | 0.94 | 0.46 | 0.86 |
| Quantum Tax Saving Fund | 13 | |
39.36% | 17.56% | 15.21% | 12.16% | % | 40.73% | 18.33% | 15.89% | 12.71% | 13.63% | 11.74% | -9.00% | -14.71% | 4.58% | 0.82 | 0.40 | 0.76 |
| Taurus Tax Shield | 14 | |
36.40% | 18.34% | 16.02% | 13.79% | 14.03% | 37.29% | 19.15% | 16.83% | 14.56% | 14.90% | 11.43% | -9.55% | -15.63% | 4.59% | 0.75 | 0.44 | 0.88 |
| Dsp Tax Saver Fund | 15 | |
42.50% | 20.12% | 20.10% | 15.83% | 17.48% | 43.80% | 21.25% | 21.25% | 16.98% | 18.56% | 12.83% | -11.23% | -14.43% | 1.94% | 0.92 | 0.46 | 0.85 |
| Union Long Term Equity F… | 16 | |
34.05% | 19.66% | 19.07% | 14.82% | 13.63% | 35.24% | 20.65% | 19.87% | 15.57% | 14.42% | 11.96% | -11.42% | -12.60% | 2.82% | 0.86 | 0.48 | 0.90 |
| Icici Prudential Long Te… | 17 | |
33.98% | 18.03% | 16.35% | 13.80% | 14.41% | 34.85% | 18.83% | 17.16% | 14.70% | 15.41% | 12.25% | -11.58% | -13.13% | 1.04% | 0.89 | 0.41 | 0.78 |
| Hsbc Tax Saver Equity Fu… | 18 | |
40.68% | 19.42% | 16.87% | 12.34% | 14.21% | 42.02% | 20.79% | 18.27% | 13.54% | 15.30% | 13.45% | -12.82% | -15.31% | 0.68% | 0.96 | 0.37 | 0.73 |
| Indiabulls Tax Savings F… | 19 | |
36.18% | 17.28% | 13.83% | % | % | 38.20% | 19.23% | 15.98% | % | % | 12.77% | -11.56% | -13.13% | -1.51% | 0.94 | 0.33 | 0.63 |
| Mahindra Manulife Elss K… | 20 | |
32.15% | 18.85% | 17.43% | 12.47% | % | 34.26% | 20.85% | 19.40% | 14.53% | % | 12.86% | -11.38% | -13.59% | 1.67% | 0.92 | 0.41 | 0.77 |
| Edelweiss Long Term Equi… | 21 | |
33.67% | 17.48% | 15.89% | 12.34% | 13.99% | 35.91% | 19.48% | 17.87% | 14.17% | 15.51% | 12.53% | -11.83% | -13.48% | -0.33% | 0.91 | 0.35 | 0.68 |
| Mirae Asset Tax Saver Fu… | 22 | |
35.01% | 17.42% | 19.49% | 16.78% | % | 36.35% | 18.76% | 21.05% | 18.31% | % | 12.18% | -11.24% | -12.90% | 0.80% | 0.89 | 0.37 | 0.70 |
| Shriram Long Term Equity… | 23 | |
38.94% | 17.59% | 15.78% | % | % | 41.23% | 19.66% | 17.90% | % | % | 12.76% | -12.36% | -13.44% | -1.19% | 0.91 | 0.33 | 0.61 |
| Tata India Tax Savings F… | 24 | |
32.17% | 17.87% | 16.20% | 13.78% | % | 33.64% | 19.27% | 17.70% | 15.26% | % | 12.79% | -10.19% | -13.28% | 2.82% | 0.93 | 0.37 | 0.69 |
| Baroda Bnp Paribas Elss … | 25 | |
43.78% | % | % | % | % | 45.49% | % | % | % | % | % | % | % | % | |||
| Canara Robeco Equity Tax… | 26 | |
31.53% | 16.85% | 19.03% | 16.25% | 15.80% | 33.07% | 18.35% | 20.44% | 17.52% | 16.88% | 12.50% | -12.90% | -12.02% | 0.48% | 0.92 | 0.36 | 0.66 |
| Invesco India Tax Plan | 27 | |
38.59% | 16.35% | 16.87% | 14.50% | 16.03% | 40.22% | 17.78% | 18.30% | 16.01% | 17.69% | 13.36% | -17.68% | -16.17% | -0.99% | 0.93 | 0.29 | 0.58 |
| Sundaram Diversified Equ… | 28 | |
26.53% | 16.99% | 14.09% | 10.77% | 13.46% | 27.25% | 17.66% | 14.67% | 11.36% | 14.00% | 12.16% | -9.16% | -11.38% | 0.36% | 0.88 | 0.38 | 0.68 |
| Pgim India Elss Tax Save… | 29 | |
21.74% | 15.48% | 16.31% | 13.16% | % | 23.56% | 17.12% | 17.93% | 14.88% | % | 11.67% | -10.36% | -13.90% | 1.88% | 0.81 | 0.38 | 0.73 |
| Lic Mf Tax Plan | 30 | |
31.45% | 17.24% | 15.35% | 13.03% | 14.27% | 32.89% | 18.58% | 16.68% | 14.35% | 15.47% | 12.29% | -12.86% | -12.03% | -0.12% | 0.84 | 0.34 | 0.62 |
| Uti Long Term Equity Fun… | 31 | |
31.01% | 15.33% | 16.55% | 12.87% | 13.86% | 32.36% | 16.50% | 17.69% | 13.95% | 14.94% | 12.59% | -14.61% | -14.32% | -1.89% | 0.87 | 0.26 | 0.48 |
| Sundaram Tax Savings Fund | 32 | |
33.70% | % | % | % | % | 34.43% | % | % | % | % | % | % | % | % | |||
| Aditya Birla Sun Life Ta… | 33 | |
32.31% | 11.78% | 11.45% | 10.27% | 13.90% | 33.32% | 12.68% | 12.42% | 11.31% | 14.93% | 11.69% | -13.67% | -14.07% | -5.63% | 0.84 | 0.10 | 0.17 |
| Navi Elss Tax Saver Fund | 34 | |
27.98% | 15.01% | 13.10% | 10.67% | % | 30.46% | 17.23% | 15.20% | 12.68% | % | 12.23% | -13.92% | -14.83% | -1.25% | 0.88 | 0.25 | 0.49 |
| Axis Long Term Equity Fu… | 35 | |
30.77% | 11.12% | 13.85% | 13.17% | 15.36% | 31.76% | 12.01% | 14.77% | 14.17% | 16.48% | 15.57% | -22.81% | -20.17% | -7.38% | 1.03 | 0.14 | 0.23 |
Return Calculated On: 17 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 | 15877.2 | 13899.08 | 50281.2 | 45756.32 | 103188.0 | 86553.66 | 166572.0 | 128908.84 | 441096.0 | 221887.68 | 509694.3 | |
| Baroda BNP Paribas Elss Fund | 17253.6 | 14668.51 | ||||||||||
| Bank Of India Tax Advantage Fund | 18670.8 | 15405.04 | 69300.0 | 55171.15 | 189948.0 | 122739.42 | 296394.0 | 197514.58 | 651060.0 | 354816.0 | 777962.16 | |
| Canara Robeco Equity Tax Saver Fund | 15783.6 | 13924.37 | 57441.6 | 47402.42 | 143334.0 | 101321.94 | 241080.0 | 164711.74 | 520500.0 | 290751.96 | 648636.48 | |
| DSP Tax Saver Fund | 17100.0 | 14520.61 | 62391.6 | 50903.42 | 149946.0 | 109053.18 | 234990.0 | 172693.42 | 601176.0 | 307915.68 | 733331.34 | |
| Edelweiss Long Term Equity Fund (Tax Savings) | 16040.4 | 13976.05 | 58374.0 | 48145.18 | 125412.0 | 98514.6 | 189646.8 | 150398.98 | 444672.0 | 252967.92 | 549516.96 | |
| Navi Elss Tax Saver Fund | 15357.6 | 13398.54 | 54766.8 | 45736.52 | 111060.0 | 91154.46 | 170839.2 | 137723.21 | ||||
| Franklin India Taxshield | 17271.6 | 14468.95 | 64962.0 | 51707.56 | 138714.0 | 110013.66 | 217728.0 | 168177.83 | 527916.0 | 283806.12 | 654890.94 | |
| HDFC Taxsaver | 17532.0 | 14668.88 | 72720.0 | 54191.2 | 138774.0 | 114710.7 | 206161.2 | 171932.54 | 449844.0 | 285515.52 | 610855.92 | |
| HSBC Tax Saver Equity Fund | 16881.6 | 14385.5 | 61315.2 | 49588.81 | 130848.0 | 102081.18 | 189730.8 | 154606.54 | 453264.0 | 262810.8 | 584889.48 | |
| ICICI Prudential Long Term Equity Fund (Tax Saving) | 16077.6 | 13925.54 | 59191.2 | 47889.9 | 127962.0 | 100263.0 | 207631.2 | 156266.71 | 460980.0 | 265919.52 | 615834.18 | |
| IDFC Tax Advantage (Elss) Fund | 16282.8 | 13918.31 | 63136.8 | 49634.86 | 151272.0 | 112372.14 | 240357.6 | 174287.65 | 609912.0 | 310404.0 | 735739.74 | |
| Indiabulls Tax Savings Fund | 16341.6 | 14230.5 | 58068.0 | 48474.68 | 114648.0 | 95185.26 | ||||||
| Invesco India Tax Plan | 16630.8 | 14095.76 | 56696.4 | 48224.84 | 130836.0 | 98643.12 | 216762.0 | 153978.13 | 530868.0 | 270447.12 | 645194.34 | |
| ITI Long Term Equity Fund | 18620.4 | 15410.98 | 60724.8 | 54543.64 | ||||||||
| JM Tax Gain Fund | 18056.4 | 15141.44 | 67978.8 | 54072.29 | 156234.0 | 114719.52 | 251916.0 | 181541.98 | 598128.0 | 323450.88 | 713887.56 | |
| Kotak Tax Saver Fund | 16994.4 | 14681.28 | 64742.4 | 51693.91 | 146988.0 | 109520.1 | 232646.4 | 173268.48 | 597504.0 | 305222.28 | 668723.22 | |
| LIC Mf Tax Plan | 15774.0 | 13959.68 | 58017.6 | 47709.94 | 122514.0 | 95739.0 | 197954.4 | 147524.24 | 455628.0 | 248398.44 | None | |
| Mahindra Manulife Elss Kar Bachat Yojana | 15858.0 | 13799.75 | 60436.8 | 47967.01 | 133968.0 | 102374.88 | 191217.6 | 156283.6 | ||||
| Mirae Asset Tax Saver Fund | 16201.2 | 13994.74 | 58280.4 | 48126.85 | 146124.0 | 103468.38 | 248782.8 | 167060.21 | ||||
| Motilal Oswal Long Term Equity Fund (Moflte) | 18919.2 | 15658.07 | 71517.6 | 57192.01 | 156660.0 | 118869.72 | 237568.8 | 181865.63 | ||||
| Parag Parikh Tax Saver Fund | 15835.2 | 13773.02 | 63194.4 | 48968.78 | ||||||||
| Quant Tax Plan | 19196.4 | 15536.28 | 73663.2 | 56252.99 | 244692.0 | 146019.96 | 378428.4 | 246110.0 | 1102716.0 | 475056.12 | 2275506.0 | 1044223.2 |
| Nippon India Tax Saver (Elss) Fund | 17301.6 | 14598.1 | 64749.6 | 51553.26 | 125220.0 | 108066.84 | 169377.6 | 156107.28 | 422592.0 | 249459.0 | 580347.9 | |
| SBI Long Term Equity Fund | 19057.2 | 15457.31 | 74664.0 | 58242.64 | 165162.0 | 124962.6 | 249774.0 | 192794.7 | 557220.0 | 322863.12 | 1669230.0 | 708593.04 |
| Shriram Long Term Equity Fund | 16672.8 | 14368.26 | 58536.0 | 48927.28 | 124830.0 | 96481.62 | ||||||
| Sundaram Diversified Equity | 15183.6 | 13449.0 | 57643.2 | 46261.44 | 115998.0 | 95359.26 | 171897.6 | 142957.5 | 424332.0 | 241646.64 | None | |
| Sundaram Tax Savings Fund | 16044.0 | 13920.86 | ||||||||||
| Tata India Tax Savings Fund | 15860.4 | 13717.39 | 58946.4 | 47664.22 | 127086.0 | 98641.8 | 207345.6 | 153431.54 | ||||
| Taurus Tax Shield | 16368.0 | 13997.44 | 59666.4 | 49605.41 | 126150.0 | 100170.06 | 207555.6 | 153636.59 | 446028.0 | 266572.08 | 551407.5 | |
| Union Long Term Equity Fund | 16086.0 | 13846.0 | 61682.4 | 48394.12 | 143580.0 | 103578.66 | 220953.6 | 163710.71 | 430740.0 | 271591.68 | ||
| UTI Long Term Equity Fund (Tax Saving) | 15721.2 | 13744.75 | 55227.6 | 46012.36 | 129036.0 | 95936.88 | 196072.8 | 149208.19 | 439284.0 | 254071.08 | 534907.44 | |
| PGIM India Elss Tax Saver Fund | 14608.8 | 13186.86 | 55443.6 | 44988.05 | 127728.0 | 96289.56 | 199550.4 | 150019.46 | ||||
| Quantum Tax Saving Fund | 16723.2 | 14327.72 | 58492.8 | 49966.78 | 121788.0 | 102486.18 | 187588.8 | 153776.28 | ||||
| Axis Long Term Equity Fund | 15692.4 | 13819.69 | 49399.2 | 44691.84 | 114744.0 | 87857.28 | 199718.4 | 138232.16 | 500712.0 | 244309.32 | ||
| 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 | 15998.4 | 13957.66 | 51508.8 | 46328.62 | 107736.0 | 88540.38 | 177786.0 | 133276.58 | 482448.0 | 233936.4 | ||
| Baroda BNP Paribas Elss Fund | 17458.8 | 14767.34 | ||||||||||
| Bank Of India Tax Advantage Fund | 18860.4 | 15495.73 | 71550.0 | 56157.23 | 200532.0 | 126796.68 | 321031.2 | 206756.76 | 736812.0 | 381267.48 | ||
| Canara Robeco Equity Tax Saver Fund | 15968.4 | 14013.96 | 59673.6 | 48358.3 | 152040.0 | 105043.74 | 259996.8 | 172883.09 | 570708.0 | 310140.96 | ||
| DSP Tax Saver Fund | 17256.0 | 14596.34 | 64180.8 | 51687.29 | 157242.0 | 112131.24 | 251731.2 | 179581.92 | 658500.0 | 326457.0 | ||
| Edelweiss Long Term Equity Fund (Tax Savings) | 16309.2 | 14108.3 | 61405.2 | 49481.93 | 136494.0 | 103452.54 | 212419.2 | 160861.26 | 507336.0 | 277042.08 | ||
| Navi Elss Tax Saver Fund | 15655.2 | 13544.57 | 57996.0 | 47177.14 | 121758.0 | 96223.2 | 193704.0 | 148236.06 | ||||
| Franklin India Taxshield | 17414.4 | 14534.33 | 66600.0 | 52417.87 | 144888.0 | 112777.68 | 231991.2 | 174158.21 | 578040.0 | 299310.48 | ||
| HDFC Taxsaver | 17636.4 | 14719.33 | 74055.6 | 54746.53 | 142950.0 | 116751.18 | 215418.0 | 176123.89 | 478020.0 | 295963.44 | ||
| HSBC Tax Saver Equity Fund | 17042.4 | 14458.73 | 63446.4 | 50457.35 | 138852.0 | 105518.52 | 204288.0 | 161687.82 | 498480.0 | 279525.24 | ||
| ICICI Prudential Long Term Equity Fund (Tax Saving) | 16182.0 | 13977.18 | 60404.4 | 48398.98 | 132420.0 | 102226.08 | 219366.0 | 160755.0 | 503028.0 | 278828.16 | ||
| IDFC Tax Advantage (Elss) Fund | 16468.8 | 14008.86 | 65383.2 | 50594.22 | 160074.0 | 116317.98 | 260786.4 | 182746.03 | 687408.0 | 333270.24 | ||
| Indiabulls Tax Savings Fund | 16584.0 | 14350.52 | 61020.0 | 49742.96 | 125892.0 | 100379.76 | ||||||
| Invesco India Tax Plan | 16826.4 | 14191.37 | 58816.8 | 49168.37 | 139008.0 | 102168.42 | 237585.6 | 161938.81 | 611496.0 | 293202.96 | ||
| ITI Long Term Equity Fund | 18958.8 | 15572.45 | 64432.8 | 56254.43 | ||||||||
| JM Tax Gain Fund | 18258.0 | 15243.55 | 69958.8 | 54996.08 | 163200.0 | 117918.3 | 267145.2 | 188274.32 | 666264.0 | 343445.28 | ||
| Kotak Tax Saver Fund | 17205.6 | 14783.69 | 67330.8 | 52795.94 | 156750.0 | 113783.4 | 254041.2 | 182586.85 | 677784.0 | 330120.24 | ||
| LIC Mf Tax Plan | 15946.8 | 14049.98 | 60022.8 | 48570.77 | 129750.0 | 98913.9 | 214796.4 | 154446.1 | 505776.0 | 265278.0 | ||
| Mahindra Manulife Elss Kar Bachat Yojana | 16111.2 | 13923.4 | 63540.0 | 49278.2 | 145632.0 | 107516.52 | 217114.8 | 167378.99 | ||||
| Mirae Asset Tax Saver Fund | 16362.0 | 14072.51 | 60296.4 | 48970.87 | 155928.0 | 107189.1 | 272479.2 | 176072.57 | ||||
| Motilal Oswal Long Term Equity Fund (Moflte) | 19147.2 | 15766.52 | 74199.6 | 58352.26 | 166944.0 | 123273.9 | 259677.6 | 191291.35 | ||||
| Parag Parikh Tax Saver Fund | 16009.2 | 13858.13 | 65588.4 | 49944.56 | ||||||||
| Quant Tax Plan | 19402.8 | 15628.2 | 77108.4 | 57501.32 | 265662.0 | 153579.6 | 414388.8 | 262870.02 | 1219788.0 | 514320.0 | ||
| Nippon India Tax Saver (Elss) Fund | 17418.0 | 14653.84 | 66121.2 | 52140.64 | 129660.0 | 110287.5 | 178659.6 | 160478.47 | 456348.0 | 260221.8 | ||
| SBI Long Term Equity Fund | 19191.6 | 15519.79 | 76136.4 | 58902.12 | 170526.0 | 127406.16 | 261542.4 | 197942.22 | 593520.0 | 335441.28 | ||
| Shriram Long Term Equity Fund | 16947.6 | 14500.51 | 61675.2 | 50301.94 | 136674.0 | 101440.98 | ||||||
| Sundaram Diversified Equity | 15270.0 | 13492.13 | 58640.4 | 46695.74 | 118968.0 | 96877.56 | 178340.4 | 145956.89 | 444864.0 | 248924.88 | ||
| Sundaram Tax Savings Fund | 16131.6 | 13963.76 | ||||||||||
| Tata India Tax Savings Fund | 16036.8 | 13803.41 | 61084.8 | 48578.29 | 135546.0 | 102213.6 | 226934.4 | 161479.5 | ||||
| Taurus Tax Shield | 16474.8 | 14049.73 | 60897.6 | 50153.58 | 130614.0 | 102159.24 | 217484.4 | 157901.86 | 481068.0 | 278228.76 | ||
| Union Long Term Equity Fund | 16228.8 | 13914.91 | 63219.6 | 49083.88 | 148500.0 | 105965.94 | 231277.2 | 168483.08 | 461664.0 | 283142.88 | ||
| UTI Long Term Equity Fund (Tax Saving) | 15883.2 | 13825.19 | 56919.6 | 46775.7 | 135492.0 | 98760.6 | 209504.4 | 155209.99 | 482988.0 | 269039.88 | ||
| PGIM India Elss Tax Saver Fund | 14827.2 | 13296.29 | 57841.2 | 46073.66 | 136872.0 | 100319.88 | 221776.8 | 159034.26 | ||||
| Quantum Tax Saving Fund | 16887.6 | 14414.09 | 59652.0 | 50591.52 | 125418.0 | 104427.3 | 194098.8 | 157393.49 | 430608.0 | 264198.12 | 1672704.0 | 586204.2 |
| Axis Long Term Equity Fund | 15811.2 | 13878.18 | 50598.0 | 45242.28 | 119490.0 | 89862.36 | 212410.8 | 142904.33 | 551880.0 | 257811.6 | ||
| 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 |
0.70%
|
2.65%
|
4.53%
|
5.00%
|
18.17%
|
32.31%
|
11.78%
|
11.45%
|
10.27%
|
13.90%
|
%
|
| Baroda BNP Paribas Elss Fund |
0.51%
|
3.66%
|
5.06%
|
7.45%
|
23.29%
|
43.78%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
0.83%
|
3.86%
|
4.80%
|
8.19%
|
29.53%
|
55.59%
|
24.40%
|
25.92%
|
19.74%
|
18.43%
|
%
|
| Canara Robeco Equity Tax Saver Fund |
0.62%
|
3.03%
|
4.78%
|
5.42%
|
17.87%
|
31.53%
|
16.85%
|
19.03%
|
16.25%
|
15.80%
|
%
|
| DSP Tax Saver Fund |
1.05%
|
3.20%
|
5.29%
|
5.37%
|
23.03%
|
42.50%
|
20.12%
|
20.10%
|
15.83%
|
17.48%
|
%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
0.47%
|
2.92%
|
3.94%
|
4.58%
|
18.89%
|
33.67%
|
17.48%
|
15.89%
|
12.34%
|
13.99%
|
%
|
| Navi Elss Tax Saver Fund |
0.34%
|
2.41%
|
4.19%
|
2.29%
|
13.08%
|
27.98%
|
15.01%
|
13.10%
|
10.67%
|
%
|
%
|
| Franklin India Taxshield |
0.73%
|
2.56%
|
4.32%
|
4.57%
|
21.59%
|
43.93%
|
21.75%
|
18.25%
|
14.58%
|
15.97%
|
%
|
| HDFC Taxsaver |
0.22%
|
2.61%
|
5.37%
|
5.46%
|
24.27%
|
46.10%
|
26.41%
|
18.26%
|
13.69%
|
14.13%
|
%
|
| HSBC Tax Saver Equity Fund |
0.74%
|
3.19%
|
4.94%
|
5.35%
|
20.53%
|
40.68%
|
19.42%
|
16.87%
|
12.34%
|
14.21%
|
%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
0.41%
|
1.83%
|
2.96%
|
3.82%
|
17.73%
|
33.98%
|
18.03%
|
16.35%
|
13.80%
|
14.41%
|
%
|
| IDFC Tax Advantage (Elss) Fund |
0.83%
|
2.49%
|
3.08%
|
3.57%
|
17.87%
|
35.69%
|
20.60%
|
20.32%
|
16.20%
|
17.65%
|
%
|
| Indiabulls Tax Savings Fund |
0.65%
|
3.04%
|
3.56%
|
3.90%
|
21.13%
|
36.18%
|
17.28%
|
13.83%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
0.64%
|
2.71%
|
2.84%
|
3.22%
|
17.56%
|
38.59%
|
16.35%
|
16.87%
|
14.50%
|
16.03%
|
%
|
| ITI Long Term Equity Fund |
1.21%
|
4.30%
|
6.73%
|
9.05%
|
27.08%
|
55.17%
|
19.04%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
1.34%
|
5.46%
|
8.60%
|
10.40%
|
27.17%
|
50.47%
|
23.60%
|
21.09%
|
16.99%
|
17.43%
|
%
|
| Kotak Tax Saver Fund |
1.14%
|
3.80%
|
6.36%
|
9.93%
|
24.59%
|
41.62%
|
21.61%
|
19.63%
|
15.67%
|
17.41%
|
%
|
| LIC Mf Tax Plan |
1.06%
|
3.35%
|
7.16%
|
7.95%
|
16.82%
|
31.45%
|
17.24%
|
15.35%
|
13.03%
|
14.27%
|
inf%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
0.89%
|
2.32%
|
3.97%
|
5.40%
|
17.07%
|
32.15%
|
18.85%
|
17.43%
|
12.47%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
0.76%
|
2.57%
|
3.30%
|
5.34%
|
18.95%
|
35.01%
|
17.42%
|
19.49%
|
16.78%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
1.72%
|
4.87%
|
6.19%
|
11.08%
|
30.56%
|
57.66%
|
25.71%
|
21.16%
|
16.01%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
0.22%
|
1.29%
|
3.31%
|
1.35%
|
14.72%
|
31.96%
|
20.63%
|
%
|
%
|
%
|
%
|
| Quant Tax Plan |
0.64%
|
3.49%
|
2.72%
|
7.11%
|
31.03%
|
59.97%
|
26.95%
|
32.46%
|
23.99%
|
24.83%
|
18.43%
|
| Nippon India Tax Saver (Elss) Fund |
0.79%
|
3.52%
|
5.31%
|
7.31%
|
23.54%
|
44.18%
|
21.61%
|
15.85%
|
10.54%
|
13.42%
|
%
|
| SBI Long Term Equity Fund |
1.00%
|
3.49%
|
4.54%
|
7.32%
|
31.30%
|
58.81%
|
27.53%
|
22.45%
|
16.84%
|
16.60%
|
16.01%
|
| Shriram Long Term Equity Fund |
1.29%
|
4.59%
|
5.44%
|
3.41%
|
20.55%
|
38.94%
|
17.59%
|
15.78%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
0.43%
|
1.89%
|
3.67%
|
3.51%
|
13.56%
|
26.53%
|
16.99%
|
14.09%
|
10.77%
|
13.46%
|
inf%
|
| Sundaram Tax Savings Fund |
0.51%
|
1.93%
|
4.06%
|
5.67%
|
17.32%
|
33.70%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
0.62%
|
2.85%
|
2.57%
|
3.97%
|
16.05%
|
32.17%
|
17.87%
|
16.20%
|
13.78%
|
%
|
%
|
| Taurus Tax Shield |
0.88%
|
2.76%
|
4.25%
|
0.30%
|
18.60%
|
36.40%
|
18.34%
|
16.02%
|
13.79%
|
14.03%
|
%
|
| Union Long Term Equity Fund |
0.39%
|
2.41%
|
3.15%
|
3.72%
|
14.98%
|
34.05%
|
19.66%
|
19.07%
|
14.82%
|
13.63%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
0.94%
|
2.27%
|
5.13%
|
5.97%
|
14.72%
|
31.01%
|
15.33%
|
16.55%
|
12.87%
|
13.86%
|
%
|
| PGIM India Elss Tax Saver Fund |
0.65%
|
2.23%
|
2.36%
|
3.85%
|
11.34%
|
21.74%
|
15.48%
|
16.31%
|
13.16%
|
%
|
%
|
| Quantum Tax Saving Fund |
0.79%
|
2.28%
|
4.04%
|
4.40%
|
21.59%
|
39.36%
|
17.56%
|
15.21%
|
12.16%
|
%
|
%
|
| Axis Long Term Equity Fund |
0.79%
|
1.73%
|
1.83%
|
6.53%
|
16.39%
|
30.77%
|
11.12%
|
13.85%
|
13.17%
|
15.36%
|
%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
0.70%
|
2.65%
|
4.59%
|
5.19%
|
18.61%
|
33.32%
|
12.68%
|
12.42%
|
11.31%
|
14.93%
|
%
|
| Baroda BNP Paribas Elss Fund |
0.52%
|
3.68%
|
5.15%
|
7.76%
|
24.01%
|
45.49%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
0.83%
|
3.87%
|
4.90%
|
8.47%
|
30.18%
|
57.17%
|
25.73%
|
27.29%
|
21.11%
|
19.90%
|
%
|
| Canara Robeco Equity Tax Saver Fund |
0.61%
|
3.04%
|
4.87%
|
5.70%
|
18.54%
|
33.07%
|
18.35%
|
20.44%
|
17.52%
|
16.88%
|
%
|
| DSP Tax Saver Fund |
1.06%
|
3.21%
|
5.37%
|
5.60%
|
23.60%
|
43.80%
|
21.25%
|
21.25%
|
16.98%
|
18.56%
|
%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
0.48%
|
2.93%
|
4.08%
|
5.00%
|
19.90%
|
35.91%
|
19.48%
|
17.87%
|
14.17%
|
15.51%
|
%
|
| Navi Elss Tax Saver Fund |
0.35%
|
2.43%
|
4.34%
|
2.75%
|
14.20%
|
30.46%
|
17.23%
|
15.20%
|
12.68%
|
%
|
%
|
| Franklin India Taxshield |
0.73%
|
2.57%
|
4.38%
|
4.75%
|
22.05%
|
45.12%
|
22.76%
|
19.28%
|
15.62%
|
17.02%
|
%
|
| HDFC Taxsaver |
0.22%
|
2.62%
|
5.42%
|
5.62%
|
24.64%
|
46.97%
|
27.18%
|
18.96%
|
14.40%
|
14.82%
|
%
|
| HSBC Tax Saver Equity Fund |
0.74%
|
3.20%
|
5.01%
|
5.57%
|
21.05%
|
42.02%
|
20.79%
|
18.27%
|
13.54%
|
15.30%
|
%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
0.41%
|
1.84%
|
3.01%
|
3.99%
|
18.12%
|
34.85%
|
18.83%
|
17.16%
|
14.70%
|
15.41%
|
%
|
| IDFC Tax Advantage (Elss) Fund |
0.84%
|
2.50%
|
3.18%
|
3.85%
|
18.55%
|
37.24%
|
22.01%
|
21.68%
|
17.57%
|
19.07%
|
%
|
| Indiabulls Tax Savings Fund |
0.68%
|
3.08%
|
3.70%
|
4.33%
|
22.01%
|
38.20%
|
19.23%
|
15.98%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
0.64%
|
2.73%
|
2.93%
|
3.51%
|
18.27%
|
40.22%
|
17.78%
|
18.30%
|
16.01%
|
17.69%
|
%
|
| ITI Long Term Equity Fund |
1.21%
|
4.32%
|
6.88%
|
9.53%
|
28.24%
|
57.99%
|
21.41%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
1.34%
|
5.47%
|
8.71%
|
10.76%
|
27.96%
|
52.15%
|
24.79%
|
22.16%
|
17.97%
|
18.70%
|
%
|
| Kotak Tax Saver Fund |
1.15%
|
3.81%
|
6.46%
|
10.26%
|
25.35%
|
43.38%
|
23.21%
|
21.17%
|
17.13%
|
18.90%
|
%
|
| LIC Mf Tax Plan |
1.07%
|
3.36%
|
7.26%
|
8.30%
|
17.53%
|
32.89%
|
18.58%
|
16.68%
|
14.35%
|
15.47%
|
%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
0.89%
|
2.33%
|
4.10%
|
5.81%
|
18.00%
|
34.26%
|
20.85%
|
19.40%
|
14.53%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
0.76%
|
2.59%
|
3.38%
|
5.60%
|
19.53%
|
36.35%
|
18.76%
|
21.05%
|
18.31%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
1.73%
|
4.88%
|
6.29%
|
11.40%
|
31.35%
|
59.56%
|
27.26%
|
22.71%
|
17.50%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
0.22%
|
1.30%
|
3.40%
|
1.62%
|
15.34%
|
33.41%
|
22.14%
|
%
|
%
|
%
|
%
|
| Quant Tax Plan |
0.64%
|
3.51%
|
2.80%
|
7.37%
|
31.66%
|
61.69%
|
28.90%
|
34.66%
|
25.61%
|
26.10%
|
%
|
| Nippon India Tax Saver (Elss) Fund |
0.79%
|
3.53%
|
5.36%
|
7.48%
|
23.94%
|
45.15%
|
22.47%
|
16.66%
|
11.38%
|
14.29%
|
%
|
| SBI Long Term Equity Fund |
1.01%
|
3.50%
|
4.59%
|
7.50%
|
31.75%
|
59.93%
|
28.36%
|
23.23%
|
17.62%
|
17.33%
|
%
|
| Shriram Long Term Equity Fund |
1.30%
|
4.61%
|
5.58%
|
3.81%
|
21.52%
|
41.23%
|
19.66%
|
17.90%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
0.44%
|
1.89%
|
3.71%
|
3.65%
|
13.89%
|
27.25%
|
17.66%
|
14.67%
|
11.36%
|
14.00%
|
%
|
| Sundaram Tax Savings Fund |
0.51%
|
1.94%
|
4.10%
|
5.80%
|
17.64%
|
34.43%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
0.62%
|
2.86%
|
2.66%
|
4.24%
|
16.70%
|
33.64%
|
19.27%
|
17.70%
|
15.26%
|
%
|
%
|
| Taurus Tax Shield |
0.88%
|
2.77%
|
4.30%
|
0.47%
|
18.99%
|
37.29%
|
19.15%
|
16.83%
|
14.56%
|
14.90%
|
%
|
| Union Long Term Equity Fund |
0.40%
|
2.41%
|
3.23%
|
3.93%
|
15.47%
|
35.24%
|
20.65%
|
19.87%
|
15.57%
|
14.42%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
0.94%
|
2.28%
|
5.21%
|
6.24%
|
15.32%
|
32.36%
|
16.50%
|
17.69%
|
13.95%
|
14.94%
|
%
|
| PGIM India Elss Tax Saver Fund |
0.64%
|
2.22%
|
2.49%
|
4.22%
|
12.17%
|
23.56%
|
17.12%
|
17.93%
|
14.88%
|
%
|
%
|
| Quantum Tax Saving Fund |
0.79%
|
2.29%
|
4.13%
|
4.68%
|
22.26%
|
40.73%
|
18.33%
|
15.89%
|
12.71%
|
13.63%
|
16.02%
|
| Axis Long Term Equity Fund |
0.80%
|
1.74%
|
1.89%
|
6.72%
|
16.83%
|
31.76%
|
12.01%
|
14.77%
|
14.17%
|
16.48%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
30.56%
|
16.20%
|
14.63%
|
12.02%
|
11.82%
|
12.79%
|
| Baroda BNP Paribas Elss Fund |
43.60%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
56.41%
|
29.78%
|
29.08%
|
24.01%
|
20.55%
|
17.66%
|
| Canara Robeco Equity Tax Saver Fund |
30.99%
|
18.70%
|
21.08%
|
18.89%
|
16.86%
|
15.58%
|
| DSP Tax Saver Fund |
41.07%
|
23.83%
|
24.13%
|
20.22%
|
17.92%
|
16.98%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
31.85%
|
19.81%
|
19.92%
|
16.34%
|
14.27%
|
13.67%
|
| Navi Elss Tax Saver Fund |
22.28%
|
16.17%
|
16.74%
|
13.87%
|
%
|
%
|
| Franklin India Taxshield |
40.19%
|
24.98%
|
24.49%
|
19.48%
|
16.41%
|
15.69%
|
| HDFC Taxsaver |
43.61%
|
28.44%
|
26.24%
|
20.10%
|
16.52%
|
14.89%
|
| HSBC Tax Saver Equity Fund |
38.77%
|
21.94%
|
21.39%
|
17.12%
|
14.98%
|
14.39%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
31.01%
|
19.43%
|
20.65%
|
17.42%
|
15.20%
|
14.98%
|
| IDFC Tax Advantage (Elss) Fund |
30.88%
|
22.00%
|
25.38%
|
20.48%
|
18.07%
|
17.02%
|
| Indiabulls Tax Savings Fund |
36.14%
|
20.30%
|
18.51%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
33.86%
|
19.93%
|
19.98%
|
17.00%
|
15.51%
|
15.52%
|
| ITI Long Term Equity Fund |
56.51%
|
28.92%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
51.79%
|
28.28%
|
26.24%
|
21.63%
|
18.84%
|
16.68%
|
| Kotak Tax Saver Fund |
43.82%
|
24.96%
|
24.30%
|
20.32%
|
17.76%
|
15.93%
|
| LIC Mf Tax Plan |
31.58%
|
19.16%
|
18.75%
|
15.80%
|
13.93%
|
%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
28.91%
|
19.55%
|
21.51%
|
17.42%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
32.17%
|
19.79%
|
21.95%
|
19.29%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
60.88%
|
32.49%
|
27.73%
|
21.68%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
28.46%
|
21.03%
|
%
|
%
|
%
|
%
|
| Quant Tax Plan |
58.72%
|
31.24%
|
36.49%
|
30.25%
|
25.94%
|
20.99%
|
| Nippon India Tax Saver (Elss) Fund |
42.40%
|
24.76%
|
23.75%
|
17.39%
|
14.01%
|
14.30%
|
| SBI Long Term Equity Fund |
57.33%
|
33.87%
|
29.84%
|
23.32%
|
18.80%
|
16.59%
|
| Shriram Long Term Equity Fund |
38.47%
|
20.97%
|
19.07%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
23.10%
|
16.98%
|
18.59%
|
14.92%
|
13.41%
|
%
|
| Sundaram Tax Savings Fund |
30.93%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
27.54%
|
19.10%
|
19.98%
|
16.90%
|
%
|
%
|
| Taurus Tax Shield |
32.21%
|
21.96%
|
20.61%
|
16.94%
|
15.25%
|
13.71%
|
| Union Long Term Equity Fund |
29.68%
|
20.18%
|
21.99%
|
18.72%
|
15.59%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
27.99%
|
16.60%
|
18.83%
|
16.12%
|
14.35%
|
13.36%
|
| PGIM India Elss Tax Saver Fund |
18.82%
|
15.02%
|
18.98%
|
16.27%
|
%
|
%
|
| Quantum Tax Saving Fund |
37.78%
|
22.48%
|
21.55%
|
16.96%
|
%
|
%
|
| Axis Long Term Equity Fund |
29.24%
|
14.56%
|
15.24%
|
13.98%
|
13.62%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Tax Relief '96 |
31.54%
|
17.08%
|
15.56%
|
12.96%
|
12.81%
|
%
|
| Baroda BNP Paribas Elss Fund |
45.30%
|
%
|
%
|
%
|
%
|
%
|
| Bank Of India Tax Advantage Fund |
58.01%
|
31.11%
|
30.45%
|
25.30%
|
21.88%
|
%
|
| Canara Robeco Equity Tax Saver Fund |
32.49%
|
20.13%
|
22.57%
|
20.25%
|
18.06%
|
%
|
| DSP Tax Saver Fund |
42.36%
|
24.95%
|
25.29%
|
21.32%
|
19.01%
|
%
|
| Edelweiss Long Term Equity Fund (Tax Savings) |
34.07%
|
21.78%
|
21.94%
|
18.23%
|
15.96%
|
%
|
| Navi Elss Tax Saver Fund |
24.68%
|
18.36%
|
18.96%
|
15.94%
|
%
|
%
|
| Franklin India Taxshield |
41.30%
|
25.98%
|
25.53%
|
20.46%
|
17.40%
|
%
|
| HDFC Taxsaver |
44.48%
|
29.20%
|
26.98%
|
20.78%
|
17.19%
|
%
|
| HSBC Tax Saver Equity Fund |
40.01%
|
23.19%
|
22.76%
|
18.37%
|
16.13%
|
%
|
| ICICI Prudential Long Term Equity Fund (Tax Saving) |
31.87%
|
20.19%
|
21.45%
|
18.21%
|
16.08%
|
%
|
| IDFC Tax Advantage (Elss) Fund |
32.40%
|
23.39%
|
26.82%
|
21.82%
|
19.39%
|
%
|
| Indiabulls Tax Savings Fund |
38.17%
|
22.16%
|
20.69%
|
%
|
%
|
%
|
| Invesco India Tax Plan |
35.47%
|
21.32%
|
21.42%
|
18.42%
|
17.02%
|
%
|
| ITI Long Term Equity Fund |
59.36%
|
31.24%
|
%
|
%
|
%
|
%
|
| JM Tax Gain Fund |
53.58%
|
29.54%
|
27.39%
|
22.66%
|
19.95%
|
%
|
| Kotak Tax Saver Fund |
45.59%
|
26.51%
|
25.90%
|
21.79%
|
19.21%
|
%
|
| LIC Mf Tax Plan |
33.09%
|
20.44%
|
20.09%
|
17.09%
|
15.15%
|
%
|
| Mahindra Manulife Elss Kar Bachat Yojana |
30.97%
|
21.48%
|
23.54%
|
19.34%
|
%
|
%
|
| Mirae Asset Tax Saver Fund |
33.47%
|
21.03%
|
23.41%
|
20.77%
|
%
|
%
|
| Motilal Oswal Long Term Equity Fund (Moflte) |
62.80%
|
34.01%
|
29.26%
|
23.10%
|
%
|
%
|
| Parag Parikh Tax Saver Fund |
29.88%
|
22.45%
|
%
|
%
|
%
|
%
|
| Quant Tax Plan |
60.35%
|
32.89%
|
38.67%
|
32.13%
|
27.41%
|
%
|
| Nippon India Tax Saver (Elss) Fund |
43.35%
|
25.59%
|
24.59%
|
18.16%
|
14.80%
|
%
|
| SBI Long Term Equity Fund |
58.43%
|
34.73%
|
30.66%
|
24.07%
|
19.51%
|
%
|
| Shriram Long Term Equity Fund |
40.73%
|
22.97%
|
21.13%
|
%
|
%
|
%
|
| Sundaram Diversified Equity |
23.81%
|
17.64%
|
19.23%
|
15.50%
|
13.97%
|
%
|
| Sundaram Tax Savings Fund |
31.65%
|
%
|
%
|
%
|
%
|
%
|
| Tata India Tax Savings Fund |
28.97%
|
20.45%
|
21.44%
|
18.34%
|
%
|
%
|
| Taurus Tax Shield |
33.09%
|
22.75%
|
21.42%
|
17.71%
|
16.04%
|
%
|
| Union Long Term Equity Fund |
30.83%
|
21.20%
|
22.93%
|
19.53%
|
16.37%
|
%
|
| UTI Long Term Equity Fund (Tax Saving) |
29.33%
|
17.76%
|
20.02%
|
17.22%
|
15.42%
|
%
|
| PGIM India Elss Tax Saver Fund |
20.60%
|
16.69%
|
20.67%
|
17.91%
|
%
|
%
|
| Quantum Tax Saving Fund |
39.25%
|
23.39%
|
22.33%
|
17.62%
|
15.08%
|
14.41%
|
| Axis Long Term Equity Fund |
30.21%
|
15.41%
|
16.16%
|
14.91%
|
14.62%
|
%
|