Top Performing Mutual Funds - Equity: ELSS
Data as on - 03-02-2023
| Scheme Name |
Launch Date | AUM (Crore) | Expense Ratio (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|---|---|---|
| Quant Tax Plan - Growth Option - Regular Plan | 01-04-2000 | 2,506.48 | 2.62 | -1.05 | 35.33 | 19.68 | 19.97 | 14.64 |
| Canara Robeco Equity Tax Saver Fund - Regular Plan - Growth Option | 05-02-2009 | 4,562.79 | 1.98 | -2.08 | 18.52 | 14.11 | 14.49 | 18.7 |
| Mirae Asset Tax Saver Fund-Regular Plan-Growth | 02-12-2015 | 14,020.27 | 1.68 | -2.22 | 18.38 | 13.01 | - | 17.12 |
| Kotak Tax Saver-Scheme-Growth | 01-11-2005 | 3,161.09 | 2.06 | 1.91 | 16.2 | 12.46 | 13.96 | 12.41 |
| BANK OF INDIA Tax Advantage Fund-Regular Plan- Growth | 25-02-2009 | 692.94 | 2.47 | -0.85 | 20.28 | 12.28 | 15.74 | 17.85 |
| DSP Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 10,444.91 | 1.75 | -0.12 | 17.44 | 11.94 | 15.85 | 14.06 |
| Union Long Term Equity Fund - Growth Option | 23-12-2011 | 577.52 | 2.49 | 1.08 | 18.26 | 11.93 | 12.26 | 13.84 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 448.34 | 2.51 | 0.33 | 19.64 | 11.82 | - | 13.29 |
| JM Tax Gain Fund (Regular) - Growth option | 31-03-2008 | 72.14 | 2.42 | -2.02 | 15.12 | 11.64 | 15.24 | 7.24 |
| IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth | 26-12-2008 | 4,025.95 | 2.01 | 0.19 | 22.14 | 11.55 | 16.13 | 17.76 |
| ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth | 19-08-1999 | 10,241.2 | 1.92 | -0.76 | 16.2 | 10.99 | 14.15 | 19.03 |
| Tata India Tax Savings Fund-Growth-Regular Plan | 13-10-2014 | 3,192.07 | 1.96 | 2.06 | 15.67 | 10.61 | - | 13.75 |
| SBI Long Term Equity Fund - Regular Plan- Growth | 31-03-1993 | 11,923.53 | 1.72 | 4.45 | 18.29 | 9.97 | 13.44 | 11.15 |
| Franklin India Taxshield-Growth | 05-04-1999 | 4,907.86 | 1.9 | 0.21 | 16.19 | 9.91 | 13.81 | 20.72 |
| UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option | 01-08-2005 | 2,912.95 | 2.01 | -6.15 | 14.6 | 9.87 | 12.63 | 11.29 |
| Mahindra Manulife ELSS Kar Bachat Yojana - Regular Plan - Growth | 05-10-2016 | 524.3 | 2.46 | -0.1 | 17.67 | 9.62 | - | 10.69 |
| Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth | 02-01-2013 | 965.02 | 2.35 | -0.1 | 18.25 | 9.41 | 14.72 | 13.98 |
| Taurus Taxshield - Regular Plan - Growth | 31-03-1996 | 62.54 | 2.44 | 3.63 | 13.89 | 9.31 | 11.89 | 10.24 |
| Invesco India Tax Plan - Growth | 29-12-2006 | 1,892.18 | 2.04 | -9.51 | 12.4 | 9.19 | 14.38 | 13.45 |
| LIC MF Tax Plan-Regular Plan-Growth | 31-03-1997 | 412.08 | 2.5 | -3.87 | 9.84 | 8.72 | 12.33 | 9.18 |
| Axis Long Term Equity Fund - Regular Plan - Growth | 05-12-2009 | 30,471.95 | 1.6 | -12.48 | 7.58 | 8.61 | 15.54 | 14.96 |
| Motilal Oswal Long Term Equity Fund (MOFLTE) - Regular Plan - Growth Option | 05-01-2015 | 2,260.08 | 2.02 | -0.86 | 12.37 | 8.52 | - | 13.02 |
| HDFC Taxsaver - Growth Plan | 05-03-1996 | 9,992.81 | 1.82 | 8.56 | 17.86 | 8.42 | 12.67 | 21.47 |
| Quantum Tax Saving Fund - Regular Plan Growth Option | 01-04-2017 | 115.49 | 1.79 | 5.11 | 16.22 | 8.37 | - | 9.09 |
| Edelweiss Long Term Equity Fund (Tax Savings) - Regular Plan - Growth Option | 30-12-2008 | 210.4 | 2.37 | -2.0 | 13.85 | 8.16 | 12.69 | 14.92 |
| IDBI Equity Advantage Fund - Growth Regular | 10-09-2013 | 480.04 | 2.43 | -0.69 | 10.54 | 8.01 | - | 15.42 |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | 10-05-2005 | 1,713.36 | 2.16 | 1.87 | 14.32 | 7.79 | 12.16 | 14.78 |
| Navi ELSS Tax Saver Fund- Regular Plan- Growth Option | 30-12-2015 | 59.45 | 2.34 | -3.67 | 10.57 | 7.7 | - | 10.31 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 191.53 | 2.49 | -4.58 | 12.98 | 7.54 | 12.67 | 11.22 |
| HSBC ELSS Fund - Regular Growth | 01-01-2013 | 3,127.91 | 1.98 | -2.12 | 12.82 | 6.78 | 12.78 | 12.95 |
| Indiabulls Tax Savings Fund-Regular Plan-Growth Option | 20-12-2017 | 39.28 | 2.25 | -1.33 | 10.81 | 5.77 | - | 5.7 |
| Aditya Birla Sun Life Tax Relief 96 - Growth Option | 29-03-1996 | 13,727.68 | 1.77 | -4.06 | 7.45 | 5.18 | 13.01 | 9.73 |
| Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option | 16-02-1999 | 354.72 | 1.55 | -4.22 | 6.89 | 4.58 | 12.34 | 10.15 |
| Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option | 05-09-2005 | 11,924.32 | 1.83 | 1.44 | 14.6 | 4.01 | 12.66 | 12.67 |
| Parag Parikh Tax Saver Fund- Regular Growth | 05-07-2019 | 941.56 | 2.22 | 5.57 | 23.23 | - | - | 22.0 |
| ITI Long Term Equity Fund - Regular Plan - Growth Option | 18-10-2019 | 157.03 | 2.44 | 0.33 | 10.36 | - | - | 10.73 |
| Shriram Long Term Equity Fund - Regular Growth | 18-01-2019 | 38.56 | 2.55 | -2.62 | 11.44 | - | - | 11.07 |
| BARODA BNP PARIBAS ELSS Fund - Regular - Growth Option | 01-01-2013 | 681.38 | 2.33 | - | - | - | - | 2.04 |
| WhiteOak Capital Tax Saver Fund Regular Plan Growth | 14-10-2022 | 27.43 | 2.55 | - | - | - | - | -1.17 |
| Samco ELSS Tax Saver Fund - Regular Plan - Growth Option | 22-12-2022 | 30.21 | 2.64 | - | - | - | - | - |
| IIFL ELSS Nifty 50 Tax Saver Index Fund - Regular Plan - Growth | 28-12-2022 | 21.56 | 0.52 | - | - | - | - | -1.91 |
| Category Average | - | - | - | -0.83 | 15.36 | 9.63 | 13.9 | 12.49 |
| NIFTY 200 TRI | - | - | - | 0.58 | 16.35 | 11.05 | 13.11 | 13.88 |