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Equity: ELSS

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Plans Suspended for Sales
Closed-end
Fund  |  Rating Ratings Fund Risk Grade Standard Deviation Sharpe
Ratio
Sortino
Ratio
Beta Alpha R-Squared
Aditya Birla Sun Life Tax Relief 96  | 4 Below Avg. 13.47 0.13 0.18 0.92 -1.21 0.85
Aditya Birla Sun Life Tax Relief 96 - Direct Plan  | 5 Below Avg. 13.49 0.21 0.29 0.92 -0.16 0.85
Axis Long Term Equity Fund  | 5 Low 13.59 0.30 0.39 0.92 1.17 0.84
Axis Long Term Equity Fund - Direct Plan  | 5 Below Avg. 13.61 0.38 0.49 0.92 2.23 0.84
Baroda ELSS 96 Fund  | 1 High 14.55 -0.10 -0.14 1.02 -4.72 0.91
Baroda ELSS 96 Fund - Direct Plan  | 1 High 14.57 -0.04 -0.05 1.03 -3.81 0.91
BNP Paribas Long Term Equity Fund  | 2 Above Avg. 13.57 0.06 0.10 0.94 -2.18 0.88
BNP Paribas Long Term Equity Fund - Direct Plan  | 2 Above Avg. 13.58 0.14 0.22 0.94 -1.12 0.88
BOI AXA Tax Advantage Fund - Direct Plan  | 3 Above Avg. 16.95 0.15 0.19 1.14 -1.03 0.83
BOI AXA Tax Advantage Fund - Regular Plan  | 2 High 16.92 0.08 0.09 1.14 -2.34 0.83
Canara Robeco Equity Tax Saver Fund - Direct Plan  | 3 Below Avg. 13.37 0.34 0.49 0.95 1.54 0.93
Canara Robeco Equity Tax Saver Fund - Regular Plan  | 3 Below Avg. 13.36 0.28 0.40 0.95 0.73 0.93
DSP Tax Saver Fund  | 4 Avg. 14.07 0.20 0.32 1.00 -0.45 0.93
DSP Tax Saver Fund - Direct Plan  | 4 Avg. 14.09 0.27 0.44 1.00 0.64 0.93
Edelweiss Long Term Equity Fund (Tax Savings) - Direct Plan (Erstwhile Edelweiss ELSS)  | 3 Avg. 13.70 0.11 0.18 0.98 -1.58 0.93
Edelweiss Long Term Equity Fund (Tax Savings) - Regular Plan (Erstwhile Edelweiss ELSS)  | 2 Avg. 13.67 0.02 0.03 0.98 -2.85 0.93
Essel Long Term Advantage Fund  | 3 Below Avg. 13.35 0.09 0.13 0.93 -1.75 0.88
Essel Long Term Advantage Fund - Direct Plan  | 3 Below Avg. 13.38 0.22 0.30 0.93 -0.06 0.88
Franklin India Taxshield Fund  | 3 Low 11.87 0.02 0.03 0.85 -2.49 0.94
Franklin India Taxshield Fund - Direct Plan  | 3 Low 11.89 0.10 0.16 0.85 -1.49 0.94
HDFC Taxsaver Fund  | 3 Above Avg. 13.85 0.12 0.21 0.95 -1.44 0.86
HDFC Taxsaver Fund - Direct Plan  | 2 Above Avg. 13.86 0.17 0.30 0.95 -0.74 0.86
HSBC Tax Saver Equity Fund  | 3 Above Avg. 15.26 0.08 0.12 1.08 -2.27 0.91
HSBC Tax Saver Equity Fund - Direct Plan  | 2 Above Avg. 15.26 0.13 0.20 1.08 -1.51 0.91
ICICI Prudential Long Term Equity Fund (Tax Saving)  | 3 Below Avg. 11.94 0.14 0.21 0.84 -0.96 0.90
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan  | 3 Low 11.95 0.24 0.35 0.84 0.13 0.90
IDBI Equity Advantage Fund - Direct Plan  | 3 Avg. 13.45 0.05 0.07 0.85 -2.09 0.73
IDBI Equity Advantage Fund - Regular Plan  | 3 Avg. 13.40 -0.07 -0.11 0.85 -3.69 0.73
IDFC Tax Advantage (ELSS) Fund - Direct Plan  | 4 Avg. 14.97 0.27 0.40 1.05 0.65 0.90
IDFC Tax Advantage (ELSS) Fund - Regular Plan  | 4 Avg. 14.94 0.19 0.28 1.05 -0.56 0.90
Indiabulls Tax Savings Fund - Direct Plan 0 - - - - - - -
Indiabulls Tax Savings Fund - Regular Plan 0 - - - - - - -
Invesco India Tax Plan  | 4 Below Avg. 13.24 0.20 0.31 0.96 -0.50 0.96
Invesco India Tax Plan - Direct Plan  | 5 Below Avg. 13.26 0.32 0.50 0.96 1.11 0.96
ITI Long Term Equity Fund - Direct Plan 0 - - - - - - -
ITI Long Term Equity Fund - Regular Plan 0 - - - - - - -
JM Tax Gain Fund  | 4 Avg. 14.75 0.27 0.37 1.02 0.65 0.88
JM Tax Gain Fund - Direct Plan  | 4 Avg. 14.78 0.34 0.47 1.02 1.73 0.88
Kotak Tax Saver - Direct Plan  | 5 Below Avg. 13.37 0.33 0.53 0.96 1.39 0.94
Kotak Tax Saver Regular Plan  | 4 Avg. 13.34 0.24 0.37 0.95 0.10 0.94
L&T Tax Advantage Fund  | 3 Below Avg. 13.18 0.14 0.22 0.93 -1.16 0.91
L&T Tax Advantage Fund - Direct Plan  | 3 Below Avg. 13.19 0.19 0.31 0.93 -0.45 0.91
LIC MF Tax Plan  | 3 Avg. 13.89 0.23 0.35 0.97 0.04 0.89
LIC MF Tax Plan - Direct Plan  | 3 Avg. 13.91 0.31 0.48 0.97 1.19 0.89
Mahindra Mutual Fund Kar Bachat Yojana - Direct Plan 0 - - - - - - -
Mahindra Mutual Fund Kar Bachat Yojana - Regular Plan 0 - - - - - - -
Mirae Asset Tax Saver Fund - Direct Plan  | 5 Low 13.35 0.73 1.07 0.96 6.62 0.95
Mirae Asset Tax Saver Fund - Regular Plan  | 5 Low 13.33 0.62 0.92 0.96 5.24 0.95
Motilal Oswal Long Term Equity Fund - Direct Plan (Erstwhile Motilal Oswal MOSt Focused Long Term Fund)  | 5 Below Avg. 13.13 0.37 0.53 0.86 2.05 0.79
Motilal Oswal Long Term Equity Fund - Regular Plan (Erstwhile Motilal Oswal MOSt Focused Long Term Fund)  | 5 Below Avg. 13.10 0.26 0.38 0.86 0.70 0.79
Parag Parikh Tax Saver Fund - Direct Plan 0 - - - - - - -
Parag Parikh Tax Saver Fund - Regular Plan 0 - - - - - - -
PGIM India Long Term Equity Fund - Direct Plan  | 3 Below Avg. 12.81 0.28 0.45 0.91 0.64 0.92
PGIM India Long Term Equity Fund - Regular Plan  | 3 Below Avg. 12.82 0.15 0.25 0.91 -0.94 0.92
Principal Tax Savings Fund  | 3 Above Avg. 15.78 0.23 0.35 1.12 -0.02 0.92
Principal Tax Savings Fund - Direct Plan  | 3 Above Avg. 15.77 0.26 0.40 1.12 0.52 0.92
Quant Tax Plan  | 5 Avg. 13.32 0.16 0.31 0.91 -0.81 0.86
Quant Tax Plan - Direct Plan  | 4 Avg. 13.28 0.18 0.36 0.91 -0.46 0.86
Quantum Tax Saving - Regular Plan #  | 3 Low 10.39 0.05 0.09 0.70 -1.72 0.84
Quantum Tax Saving Fund - Direct Plan  | 3 Low 10.39 0.08 0.14 0.70 -1.48 0.84
Reliance Tax Saver (ELSS) Fund  | 1 High 17.03 -0.19 -0.30 1.17 -7.01 0.87
Reliance Tax Saver (ELSS) Fund - Direct Plan  | 1 High 17.05 -0.14 -0.22 1.18 -6.12 0.87
SBI Magnum Taxgain Scheme  | 2 Avg. 13.19 -0.06 -0.10 0.95 -3.90 0.95
SBI Magnum Taxgain Scheme - Direct Plan  | 2 Above Avg. 13.20 -0.01 -0.02 0.95 -3.23 0.95
Shriram Long Term Equity Fund - Direct Plan 0 - - - - - - -
Shriram Long Term Equity Fund - Regular Plan 0 - - - - - - -
Sundaram Diversified Equity Fund  | 3 Above Avg. 14.64 0.00 0.00 1.03 -3.31 0.91
Sundaram Diversified Equity Fund - Direct Plan  | 3 Above Avg. 14.66 0.04 0.05 1.03 -2.80 0.91
Tata India Tax Savings Fund  | 5 Avg. 15.08 0.25 0.34 1.06 0.32 0.90
Tata India Tax Savings Fund - Direct Plan  | 5 Avg. 15.12 0.33 0.45 1.06 1.56 0.90
Taurus Tax Shield Fund - Direct Plan  | 3 Avg. 13.16 0.30 0.49 0.94 0.89 0.94
Taurus Tax Shield Fund - Regular Plan  | 3 Avg. 13.15 0.25 0.42 0.94 0.33 0.94
Union Long Term Equity Fund (Erstwhile Union Tax Saver)  | 1 Avg. 12.29 -0.11 -0.17 0.89 -4.15 0.95
Union Long Term Equity Fund - Direct Plan (Erstwhile Union Tax Saver)  | 2 Avg. 12.29 -0.05 -0.07 0.89 -3.42 0.95
UTI Long Term Equity Fund  | 2 Avg. 13.07 0.00 0.01 0.94 -2.99 0.95
UTI Long Term Equity Fund - Direct Plan  | 2 Avg. 13.09 0.07 0.12 0.94 -2.08 0.95
# 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%
The Risk Measures have been calculated using calendar month returns for the last three years.