ELSS funds, side by side
18 ELSS funds with a complete record, in alphabetical order. Every figure is the fund's own, from AMFI and the fund house. This page ranks nothing and recommends nothing.
The funds
| Fund | 3 years, a year | 5 years, a year | Expense ratio | Worst fall | ₹1 lakh after 5 years, after tax | Fund size |
|---|---|---|---|---|---|---|
| Axis ELSS- Tax Saver FundAxis Mutual Fund | +9.5% | +5.0% | 1.05% | -33.5% | ₹1,24,116 | ₹32,667 cr |
| BANDHAN ELSS - Tax Saver FundBandhan Mutual Fund | +8.9% | +10.8% | 0.95% | -42.6% | ₹1,58,203 | ₹6,795 cr |
| Baroda BNP Paribas ELSS Tax Saver FundBaroda BNP Paribas Mutual Fund | +14.2% | — | 1.28% | -17.3% | — | ₹877 cr |
| DSP ELSS Tax Saver FundDSP Mutual Fund | +11.9% | +11.1% | 0.91% | -37.2% | ₹1,60,169 | ₹16,666 cr |
| Edelweiss ELSS Tax Saver FundEdelweiss Mutual Fund | +12.4% | +11.2% | 0.93% | -36.8% | ₹1,60,595 | ₹438 cr |
| Franklin India ELSS Tax Saver FundFranklin Templeton Mutual Fund | +9.7% | +10.7% | 1.19% | -39.0% | ₹1,57,872 | ₹5,959 cr |
| HDFC ELSS - Tax Saver FundHDFC Mutual Fund | +11.9% | +13.2% | 1.21% | -44.1% | ₹1,74,881 | ₹15,992 cr |
| HSBC ELSS Tax saver FundHSBC Mutual Fund | +15.3% | — | 1.22% | -19.2% | — | ₹4,069 cr |
| Invesco India ELSS Tax Saver FundInvesco Mutual Fund | +11.9% | +9.4% | 1.20% | -35.8% | ₹1,49,425 | ₹2,666 cr |
| Kotak ELSS Tax Saver FundKotak Mahindra Mutual Fund | +10.4% | +11.5% | 0.83% | -36.4% | ₹1,62,701 | ₹6,262 cr |
| Mirae Asset ELSS Tax Saver FundMirae Asset Mutual Fund | +11.3% | +10.1% | 1.00% | -37.8% | ₹1,53,766 | ₹26,428 cr |
| Nippon India ELSS Tax Saver FundNippon India Mutual Fund | +11.5% | +11.2% | 1.13% | -51.9% | ₹1,60,883 | ₹14,718 cr |
| Parag Parikh ELSS Tax Saver FundPPFAS Mutual Fund | +8.1% | +10.2% | 0.65% | -29.5% | ₹1,54,314 | ₹5,613 cr |
| Quantum ELSS Tax Saver FundQuantum Mutual Fund | +8.7% | +8.9% | 0.95% | -39.6% | ₹1,46,214 | ₹200 cr |
| SBI ELSS Tax Saver FundSBI Mutual Fund | +12.3% | +13.9% | 1.28% | -38.2% | ₹1,80,040 | ₹31,735 cr |
| Sundaram ELSS Tax Saver FundSundaram Mutual Fund | +7.5% | — | 1.78% | -16.7% | — | ₹1,236 cr |
| UTI ELSS Tax Saver FundUTI Mutual Fund | +7.4% | +6.8% | 1.17% | -35.1% | ₹1,34,069 | ₹3,482 cr |
| WhiteOak Capital ELSS Tax Saver FundWhiteOak Capital Mutual Fund | +15.3% | — | 0.87% | -16.4% | — | ₹487 cr |
The spread
How far these funds differ.
The lowest and highest figure in each column. The spread says how much the choice within a category matters; it does not say which fund to choose.
Expense ratio, Direct plan0.65% to 1.78%lowest to highest
Return a year over 5 years+5.0% to +13.9%lowest to highest
Worst fall from a peak-51.9% to -16.4%lowest to highest
Reading the table
What each column is.
- Returns. The yearly rate the Direct plan grew at over three and five years to the NAV date. Past returns do not tell you what the next five years will bring. How returns are computed
- Expense ratio. What the fund charges each year, taken from the fund's value before returns are reported. Where it comes from
- Worst fall. The largest drop from a peak to the low that followed, since 2015. How a fall is measured
- After tax. What an investor would have kept, on stated assumptions. Your own tax depends on your other gains and income.
- Fund size. The fund's net assets, from the fund house's monthly statement.
More
Other categories.
Investment research and financial education: historical analysis and scenario arithmetic from published data, not investment advice and not a recommendation to buy, sell or hold any scheme. Past performance does not indicate future returns. Mutual fund investments are subject to market risk; read the scheme documents. Nothing you type is stored or sent anywhere.