Equity: ELSS - Fees & Details - Value Research Online
Search
You're invited to try out the new version of Value Research Online. Click here to begin: https://beta.valueresearchonline.com

Back to Top

Equity: ELSS

Search by Fund House
Search by Fund Category
Exclude
Funds:
Return Date:
  to  
Fund Houses:
Categories:
Equity: ELSS
Period:
Exclusions:
Plans Suspended for Sales
Closed-end
Fund  |  Rating Ratings Minimum Investment (Rs) Exit Load (Period) Expense
Ratio
Portfolio Manager (Tenure)
Aditya Birla Sun Life Tax Relief 96  | 4 500 - 2.04 Ajay Garg (12.9)
Aditya Birla Sun Life Tax Relief 96 - Direct Plan  | 5 500 - 0.99 Ajay Garg (6.6)
Axis Long Term Equity Fund  | 5 500 - 1.76 Jinesh Gopani (8.4)
Axis Long Term Equity Fund - Direct Plan  | 5 500 - 0.93 Jinesh Gopani (6.6)
Baroda ELSS 96 Fund  | 1 500 - 2.54 Dipak Acharya (13.4), Sanjay Chawla (3.8)  
Baroda ELSS 96 Fund - Direct Plan  | 1 500 - 1.84 Dipak Acharya (6.6), Sanjay Chawla (3.8)  
BNP Paribas Long Term Equity Fund  | 2 500 - 2.43 Karthikraj Lakshmanan (2.9), Abhijeet Dey (2.8)  
BNP Paribas Long Term Equity Fund - Direct Plan  | 2 500 - 1.25 Karthikraj Lakshmanan (2.9), Abhijeet Dey (2.8)  
BOI AXA Tax Advantage Fund - Direct Plan  | 3 500 - 1.51 Aakash Manghani (0.1)
BOI AXA Tax Advantage Fund - Regular Plan  | 2 500 - 2.67 Aakash Manghani (0.1)
Canara Robeco Equity Tax Saver Fund - Direct Plan  | 3 500 - 1.28 Cheenu Gupta (1.5), Krishna Sanghvi (0.9)  
Canara Robeco Equity Tax Saver Fund - Regular Plan  | 3 500 - 2.33 Cheenu Gupta (1.5), Krishna Sanghvi (0.9)  
DSP Tax Saver Fund  | 4 500 - 1.90 Rohit Singhania (4.1)
DSP Tax Saver Fund - Direct Plan  | 4 500 - 0.92 Rohit Singhania (4.1)
Edelweiss Long Term Equity Fund (Tax Savings) - Direct Plan (Erstwhile Edelweiss ELSS)  | 3 500 - 0.68 Harsh kothari (0.3), Pratik Dharmshi (0.3)  
Edelweiss Long Term Equity Fund (Tax Savings) - Regular Plan (Erstwhile Edelweiss ELSS)  | 2 500 - 2.39 Harsh kothari (0.3), Pratik Dharmshi (0.3)  
Essel Long Term Advantage Fund  | 3 500 - 2.55 Manav Vijay (0.3)
Essel Long Term Advantage Fund - Direct Plan  | 3 500 - 0.65 Manav Vijay (0.3)
Franklin India Taxshield Fund  | 3 500 - 1.86 Lakshmikanth Reddy (3.3), R Janakiraman (3.3)  
Franklin India Taxshield Fund - Direct Plan  | 3 500 - 0.99 Lakshmikanth Reddy (3.3), R Janakiraman (3.3)  
HDFC Taxsaver Fund  | 3 500 - 1.97 Vinay R Kulkarni (12.8)
HDFC Taxsaver Fund - Direct Plan  | 2 500 - 1.39 Vinay R Kulkarni (6.6)
HSBC Tax Saver Equity Fund  | 3 5,000 - 2.49 Gautam Bhupal (0.1)
HSBC Tax Saver Equity Fund - Direct Plan  | 2 5,000 - 1.24 Gautam Bhupal (0.1)
ICICI Prudential Long Term Equity Fund (Tax Saving)  | 3 500 - 2.15 Harish Bihani (0.8), Sankaran Naren (0.8)  
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan  | 3 500 - 1.24 Harish Bihani (0.8), Sankaran Naren (0.8)  
IDBI Equity Advantage Fund - Direct Plan  | 3 500 - 1.17 Uma Venkatraman (1.1), Ayushi Sethia (0.9)  
IDBI Equity Advantage Fund - Regular Plan  | 3 500 - 2.47 Uma Venkatraman (1.1), Ayushi Sethia (0.9)  
IDFC Tax Advantage (ELSS) Fund - Direct Plan  | 4 500 - 0.90 Daylynn Gerard Paul Pinto (2.8)
IDFC Tax Advantage (ELSS) Fund - Regular Plan  | 4 500 - 2.02 Daylynn Gerard Paul Pinto (2.8)
Indiabulls Tax Savings Fund - Direct Plan 0 500 - 1.68 Malay Shah (1.9), Veekesh Gandhi (0.8), Vikrant Mehta (0.2)  
Indiabulls Tax Savings Fund - Regular Plan 0 500 - 2.48 Malay Shah (1.9), Veekesh Gandhi (0.8), Vikrant Mehta (0.2)  
Invesco India Tax Plan  | 4 500 - 2.42 Amit Ganatra (1.4), Dhimant Kothari (1.4)  
Invesco India Tax Plan - Direct Plan  | 5 500 - 0.97 Amit Ganatra (1.4), Dhimant Kothari (1.4)  
ITI Long Term Equity Fund - Direct Plan 0 500 - - George Heber Joseph (0.1), Pradeep Gokhale (0.1)  
ITI Long Term Equity Fund - Regular Plan 0 500 - - George Heber Joseph (0.1), Pradeep Gokhale (0.1)  
JM Tax Gain Fund  | 4 500 - - Sanjay Kumar Chhabaria (8.9), Chaitanya Choksi (5.1)  
JM Tax Gain Fund - Direct Plan  | 4 500 - - Sanjay Kumar Chhabaria (6.6), Chaitanya Choksi (5.1)  
Kotak Tax Saver - Direct Plan  | 5 500 - 1.17 Harsha Upadhyaya (4.0)
Kotak Tax Saver Regular Plan  | 4 500 - 2.41 Harsha Upadhyaya (4.0)
L&T Tax Advantage Fund  | 3 500 - 2.04 Soumendra Nath Lahiri (6.8)
L&T Tax Advantage Fund - Direct Plan  | 3 500 - 1.54 Soumendra Nath Lahiri (6.6)
LIC MF Tax Plan  | 3 500 - 2.58 Sachin Relekar (4.5)
LIC MF Tax Plan - Direct Plan  | 3 500 - 1.49 Sachin Relekar (4.5)
Mahindra Mutual Fund Kar Bachat Yojana - Direct Plan 0 500 - 0.74 V Balasubramanian (1.1)
Mahindra Mutual Fund Kar Bachat Yojana - Regular Plan 0 500 - 2.42 V Balasubramanian (1.1)
Mirae Asset Tax Saver Fund - Direct Plan  | 5 500 - 0.22 Neelesh Surana (3.8)
Mirae Asset Tax Saver Fund - Regular Plan  | 5 500 - 1.90 Neelesh Surana (3.8)
Motilal Oswal Long Term Equity Fund - Direct Plan (Erstwhile Motilal Oswal MOSt Focused Long Term Fund)  | 5 500 - 0.81 Akash Singhania (0.4)
Motilal Oswal Long Term Equity Fund - Regular Plan (Erstwhile Motilal Oswal MOSt Focused Long Term Fund)  | 5 500 - 2.15 Akash Singhania (0.4)
Parag Parikh Tax Saver Fund - Direct Plan 0 500 - - Raj Mehta (0.1), Rajeev Thakkar (0.1)  
Parag Parikh Tax Saver Fund - Regular Plan 0 500 - - Raj Mehta (0.1), Rajeev Thakkar (0.1)  
PGIM India Long Term Equity Fund - Direct Plan  | 3 500 - 0.80 Avinash Agarwal (2.1)
PGIM India Long Term Equity Fund - Regular Plan  | 3 500 - 2.36 Avinash Agarwal (2.1)
Principal Tax Savings Fund  | 3 500 - 2.55 Ravi Gopalakrishnan (0.1)
Principal Tax Savings Fund - Direct Plan  | 3 500 - 2.11 Ravi Gopalakrishnan (0.1)
Quant Tax Plan  | 5 100 - 2.48 Sanjeev Sharma (2.6)
Quant Tax Plan - Direct Plan  | 4 100 - 0.57 Sanjeev Sharma (2.6)
Quantum Tax Saving - Regular Plan #  | 3 500 - 1.78 Atul Kumar (2.4), Sorbh Gupta (2.4)  
Quantum Tax Saving Fund - Direct Plan  | 3 500 - 1.28 Atul Kumar (10.7), Sorbh Gupta (2.9)  
Reliance Tax Saver (ELSS) Fund  | 1 500 - 1.73 Ashwani Kumar (14.0)
Reliance Tax Saver (ELSS) Fund - Direct Plan  | 1 500 - 1.27 Ashwani Kumar (6.6)
SBI Magnum Taxgain Scheme  | 2 500 - 1.99 Dinesh Balachandran (3.0)
SBI Magnum Taxgain Scheme - Direct Plan  | 2 500 - 1.36 Dinesh Balachandran (3.0)
Shriram Long Term Equity Fund - Direct Plan 0 500 - 0.60 Kartik Soral (0.7)
Shriram Long Term Equity Fund - Regular Plan 0 500 - 2.55 Kartik Soral (0.7)
Sundaram Diversified Equity Fund  | 3 100 - 2.13 S Krishna Kumar (4.4), Rahul Ranjan (0.4)  
Sundaram Diversified Equity Fund - Direct Plan  | 3 100 - 1.76 S Krishna Kumar (4.4), Rahul Ranjan (0.4)  
Tata India Tax Savings Fund  | 5 500 - 2.13 Rupesh Patel (4.4), Ennettee Fernandes (1.2)  
Tata India Tax Savings Fund - Direct Plan  | 5 500 - 0.66 Rupesh Patel (4.4), Ennettee Fernandes (1.2)  
Taurus Tax Shield Fund - Direct Plan  | 3 500 - 1.96 Prasanna Pathak (2.1)
Taurus Tax Shield Fund - Regular Plan  | 3 500 - 2.48 Prasanna Pathak (2.1)
Union Long Term Equity Fund (Erstwhile Union Tax Saver)  | 1 500 - 2.51 Anshul Mishra (1.2), Vinay Paharia (0.2)  
Union Long Term Equity Fund - Direct Plan (Erstwhile Union Tax Saver)  | 2 500 - 1.92 Anshul Mishra (1.2), Vinay Paharia (0.2)  
UTI Long Term Equity Fund  | 2 500 - 2.47 Lalit Gopalan Nambiar (5.2), Vetri Subramaniam (2.0)  
UTI Long Term Equity Fund - Direct Plan  | 2 500 - 1.57 Lalit Gopalan Nambiar (5.2), Vetri Subramaniam (2.0)  
# The Regular plans of these schemes were launched on Apr-2017. Their performance for the prior period and their Fund Ratings, as depicted on this page, are only illustrative, assuming an additional annual expense ratio over and above their respective Direct plans of the as per the following:
Quantum Tax Saving - Regular Plan - 0.25%