ELSS Funds Comparison

Scheme Name	Benchmark	NAV Regular	Return 1 Year (%) Regular	Return 1 Year (%) Benchmark	Return 3 Year (%) Regular	Return 3 Year (%) Benchmark	Return 5 Year (%) Regular	Return 5 Year (%) Benchmark	Return 10 Year (%) Regular	Return 10 Year (%) Benchmark	Return Since Launch Regular	Return Since Launch Benchmark	Daily AUM (Cr.)
Aditya Birla Sun Life Tax Relief 96	S&P BSE 200 Total Return Index	142.20	4.30	10.38	12.53	14.51	9.97	9.57	11.45	10.33	23.62	12.77	10,029.20
Axis Long Term Equity	S&P BSE 200 Total Return Index	49.26	14.83	10.38	17.44	14.51	11.41	9.57	17.27	10.33	17.27	10.36	21,613.82
Baroda ELSS 96	S&P BSE 200 Total Return Index	27.43	4.98	10.38	7.53	14.51	4.63	9.57	7.50	10.33	11.83	12.77	165.17
BNP Paribas Long Term Equity Fund	NIFTY 200 Total Return Index	41.14	14.25	10.03	13.82	14.27	8.20	9.25	12.35	9.96	10.64	11.74	474.14
BOI AXA Tax Advantage	S&P BSE 500 Total Return Index	55.55	14.61	8.98	14.75	13.75	8.78	9.23	9.16	10.12	17.12	17.23	266.91
Canara Robeco Equity Tax Saver	S&P BSE 100 Total Return Index	25.83	10.78	10.92	14.48	14.89	8.58	9.33	12.10	10.14	14.41	12.69	1,005.39
DSP Tax Saver	NIFTY 500 Total Return Index	51.62	14.83	8.97	13.07	13.64	10.92	9.11	13.16	9.84	13.50	9.83	6,259.99
Edelweiss Long Term Equity Fund (Tax Savings)	NIFTY 500 Total Return Index	48.27	9.18	8.97	10.99	13.64	7.60	9.11	10.70	9.84	15.37	15.46	113.14
Essel Long Term Advantage Fund	S&P BSE 100 Total Return Index	14.89	7.86	10.92	11.22	14.89					10.45	12.49	59.34
Franklin India Taxshield	NIFTY 500 Total Return Index	576.48	5.13	8.97	9.58	13.64	7.47	9.11	12.46	9.84	21.59	15.46	4,123.88
HDFC Taxsaver	NIFTY 500 Total Return Index	517.91	3.73	8.97	8.60	13.64	5.25	9.11	10.14	9.84	24.12	13.33	7,454.46
HSBC Tax Saver Equity	S&P BSE 200 Total Return Index	38.13	8.19	10.38	10.90	14.51	7.63	9.57	10.93	10.33	10.85	10.39	156.88
ICICI Prudential Long Term Equity Fund (Tax Saving)	NIFTY 500 Total Return Index	392.33	8.81	8.97	11.27	13.64	8.36	9.11	12.41	9.84	19.73	13.84	6,707.34
IDBI Equity Advantage Fund	S&P BSE 200 Total Return Index	28.21	5.70	10.38	12.01	14.51	7.68	9.57			17.86	14.67	579.42
IDFC Tax Advantage (ELSS)	S&P BSE 200 Total Return Index	55.02	1.95	10.38	12.29	14.51	8.73	9.57	12.40	10.33	16.74	16.32	2,126.54
Indiabulls Tax Savings Fund	S&P BSE 500 Total Return Index	10.11	8.48	8.98							0.55	3.73	88.44
Invesco India Tax Plan	S&P BSE 200 Total Return Index	53.60	9.43	10.38	13.61	14.51	9.92	9.57	13.40	10.33	13.77	10.41	988.23
JM Tax Gain	S&P BSE 500 Total Return Index	18.42	14.94	8.98	16.06	13.75	10.33	9.23	9.77	10.12	5.33	9.76	35.81
Kotak Tax Saver Fund	NIFTY 500 Total Return Index	46.78	12.67	8.97	13.16	13.64	9.59	9.11	10.86	9.84	11.55	12.39	1,066.70
LIC MF Tax Plan	NIFTY 500 Total Return Index	73.00	11.86	8.97	14.93	13.64	8.75	9.11	10.21	9.84	9.12	14.09	262.71
L&T Tax Advantage	S&P BSE 200 Total Return Index	55.34	4.65	10.38	11.01	14.51	8.77	9.57	11.73	10.33	13.15	11.76	3,382.35
Mahindra Mutual Fund Kar Bachat Yojana	NIFTY 200 Total Return Index	11.86	4.51	10.03	5.56	14.27					5.47	10.93	329.10
Mirae Asset Tax Saver Fund	NIFTY 200 Total Return Index	19.03	14.07	10.03	18.11	14.27					17.39	11.97	3,054.62
Motilal Oswal Long Term Equity Fund	NIFTY 500 Total Return Index	18.78	13.20	8.97	14.14	13.64					13.59	8.19	1,647.95
Nippon India Tax Saver (ELSS) Fund	S&P BSE 100 Total Return Index	55.59	1.49	10.92	5.54	14.89	3.53	9.33	11.80	10.14	12.76	12.74	10,813.57
PGIM India Long Term Equity Fund	S&P BSE 200 Total Return Index	14.65	8.20	10.38	12.16	14.51					9.87	13.22	356.12
Principal Tax Savings	NIFTY 500 Total Return Index	207.78	2.47	8.97	11.44	13.64	8.59	9.11	11.13	9.84	15.72	13.33	408.21
Quant Tax Plan	NIFTY 50 Total Return	93.99	2.97	13.48	10.33	15.63	10.92	9.38	7.43	10.21	12.01	12.64	10.24
Quantum Tax Saving	S&P BSE Sensex Total Return Index	52.80	-1.35	15.66		17.11		9.87		10.53	3.53	14.19	78.00
SBI Magnum Taxgain	S&P BSE 500 Total Return Index	143.01	4.00	8.98	8.23	13.75	5.96	9.23	9.48	10.12	15.85		7,393.15
Sundaram Diversified Equity Fund	S&P BSE 200 Total Return Index	102.62	6.17	10.38	9.51	14.51	7.67	9.57	9.27	10.33	16.21	13.03	2,577.73
Tata India Tax Savings Fund	S&P BSE Sensex Total Return Index	62.13	13.57	15.66	14.92	17.11	11.80	9.87	13.01	10.53	18.79	12.90	2,093.91
Taurus Tax Shield	S&P BSE 200 Total Return Index	81.26	7.67	10.38	14.10	14.51	9.36	9.57	9.71	10.33	11.15	12.77	67.80
Union Long Term Equity	S&P BSE 500 Total Return Index	25.65	10.47	8.98	9.71	13.75	4.71	9.23			12.45	14.54	263.53
UTI Long Term Equity Fund	NIFTY 500 Total Return Index	92.17	10.35	8.97	11.16	13.64	7.80	9.11	9.63	9.84	14.25	13.30	1,311.87

ELSS FUNDS COMPARISON SHEET.xls

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Mallkarjunayya Mathapati 24 Apr 2020 Reply

in elss is it mandatory to redeem my money after 3 years even though market is not performing well ?

ELSS FUNDS COMPARISON

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