ELSS (Equity Linked Savings Scheme) MF schemes have a Lock-in Period of 3 Years and offers Tax Benefit under section 80C.
Scheme Name |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
2013 |
2012 |
2011 |
2010 |
IDFC Tax
Advantage (ELSS) Fund |
19% |
2% |
-9% |
53% |
0% |
7% |
42% |
14% |
36% |
-23% |
24% |
Canara
Robeco Equity Tax Saver |
27% |
11% |
3% |
32% |
-1% |
0% |
45% |
4% |
30% |
-16% |
25% |
BOI AXA
Tax Advantage Fund |
31% |
15% |
-16% |
58% |
-2% |
1% |
44% |
8% |
25% |
-24% |
6% |
Quant
Tax Plan |
47% |
3% |
-4% |
36% |
13% |
10% |
61% |
-8% |
20% |
-38% |
12% |
Kotak
Tax Saver Scheme |
15% |
13% |
-3% |
34% |
7% |
1% |
57% |
-7% |
36% |
-26% |
20% |
Mahindra
Manulife ELSS Kar Bachat Yojana |
14% |
5% |
-10% |
25% |
1% |
- |
- |
- |
- |
- |
- |
Aditya
Birla Sun Life Tax Plan |
14% |
4% |
-5% |
42% |
3% |
8% |
53% |
8% |
36% |
-23% |
13% |
Union
Long Term Equity Fund |
21% |
11% |
-5% |
26% |
-2% |
-4% |
44% |
7% |
30% |
0% |
- |
PGIM
India Long Term Equity Fund |
17% |
8% |
-6% |
39% |
1% |
2% |
- |
- |
- |
- |
- |
DSP Tax
Saver Fund |
15% |
15% |
-7% |
36% |
10% |
4% |
52% |
6% |
40% |
-27% |
23% |
Mirae
Asset Tax Saver Fund |
21% |
14% |
-1% |
48% |
15% |
1% |
- |
- |
- |
- |
- |
UTI Long
Term Equity Fund |
20% |
10% |
-6% |
33% |
3% |
2% |
41% |
7% |
27% |
-23% |
18% |
Taurus
Taxshield |
14% |
8% |
0% |
38% |
3% |
2% |
35% |
-1% |
29% |
-22% |
19% |
Quantum
Tax Saving Fund |
13% |
-1% |
1% |
11% |
- |
- |
- |
- |
- |
- |
- |
Franklin
India Taxshield Fund |
10% |
5% |
-2% |
29% |
4% |
4% |
57% |
6% |
29% |
-15% |
23% |
ICICI
Prudential Long Term Equity Fund (Tax Saving) |
13% |
8% |
1% |
26% |
4% |
4% |
51% |
9% |
38% |
-24% |
24% |
Principal
Personal Tax Saver ELSS |
18% |
2% |
-8% |
34% |
3% |
1% |
43% |
2% |
35% |
-29% |
16% |
Principal
Tax Saving Fund ELSS |
19% |
2% |
-9% |
49% |
5% |
2% |
49% |
7% |
47% |
-30% |
15% |
JM Tax
Gain Fund |
18% |
15% |
-4% |
43% |
5% |
-1% |
55% |
2% |
35% |
-31% |
5% |
SBI Long
Term Equity Fund - Regular Plan |
18% |
4% |
-8% |
33% |
2% |
3% |
49% |
6% |
34% |
-24% |
13% |
Invesco
India Tax Plan |
19% |
9% |
-1% |
36% |
3% |
6% |
54% |
10% |
30% |
-19% |
22% |
BNP
Paribas Long Term Equity Fund |
17% |
15% |
-9% |
42% |
-7% |
7% |
53% |
7% |
34% |
-15% |
15% |
Indiabulls
Tax Savings Fund - Growth ELSS |
10% |
9% |
-7% |
- |
- |
- |
- |
- |
- |
- |
- |
L&T
Tax Advantage Fund - Growth ELSS |
13% |
5% |
-8% |
42% |
7% |
3% |
45% |
6% |
27% |
-22% |
29% |
Axis
Long Term Equity Fund - Growth ELSS |
20% |
15% |
3% |
37% |
-1% |
6% |
66% |
16% |
34% |
-15% |
30% |
Baroda
ELSS - 96 - Plan A - Growth ELSS |
17% |
5% |
-13% |
37% |
3% |
-10% |
- |
- |
- |
- |
- |
Motilal
Oswal Long Term Equity Fund - Growth ELSS |
8% |
13% |
-8% |
44% |
11% |
12% |
- |
- |
- |
- |
- |
Tata
India Tax Savings Fund - Regular Plan |
12% |
14% |
-8% |
46% |
1% |
13% |
9% |
- |
- |
- |
- |
HSBC Tax
Saver Equity Fund |
13% |
8% |
-11% |
43% |
5% |
0% |
52% |
2% |
39% |
-24% |
18% |
IDBI
Equity Advantage Fund - Growth ELSS |
8% |
7% |
-1% |
35% |
0% |
2% |
71% |
14% |
- |
- |
- |
Edelweiss
Long Term Equity Fund (Tax Savings) |
14% |
9% |
-9% |
38% |
-2% |
6% |
40% |
10% |
30% |
-20% |
18% |
LIC MF
Tax Plan |
9% |
12% |
-1% |
37% |
3% |
-4% |
49% |
7% |
26% |
-26% |
16% |
Navi
Long Term Advantage Fund |
8% |
8% |
-5% |
34% |
7% |
- |
- |
- |
- |
- |
- |
HDFC Tax
Saver Fund |
5% |
3% |
-10% |
39% |
7% |
-7% |
56% |
4% |
27% |
-23% |
26% |
Nippon
India Tax Saver Fund - Growth ELSS |
-1% |
-1% |
-20% |
46% |
4% |
-3% |
83% |
3% |
46% |
-24% |
22% |
Aditya
Birla Sun Life Tax Relief 96 |
15% |
5% |
-4% |
43% |
3% |
9% |
55% |
8% |
37% |
-30% |
14% |
Sundaram
Diversified Equity |
10% |
6% |
-10% |
38% |
6% |
3% |
46% |
1% |
34% |
-25% |
13% |
ITI Long
Term Equity Fund |
11% |
5% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
ICICI
Prudential Long Term Wealth Enhancement Fund |
6% |
13% |
3% |
- |
- |
- |
- |
- |
- |
- |
- |
SBI Long
Term Advantage Fund - Series I |
24% |
12% |
-19% |
40% |
8% |
1% |
- |
- |
- |
- |
- |
SBI Tax
Advantage Fund - Series II - Regular Plan - Growth ELSS |
35% |
19% |
-11% |
47% |
13% |
2% |
70% |
3% |
27% |
- |
- |
SBI Tax
Advantage Fund - Series III |
38% |
21% |
-8% |
46% |
5% |
5% |
55% |
- |
- |
- |
- |
SBI Long
Term Advantage Fund - Series II |
28% |
13% |
-17% |
41% |
10% |
-1% |
- |
- |
- |
- |
- |
SBI Long
Term Advantage Fund - Series III |
27% |
14% |
-17% |
36% |
8% |
- |
- |
- |
- |
- |
- |
SBI Long
Term Advantage Fund - Series IV |
32% |
14% |
-10% |
37% |
- |
- |
- |
- |
- |
- |
- |
SBI Long
Term Advantage Fund - Series V |
14% |
13% |
-3% |
- |
- |
- |
- |
- |
- |
- |
- |
SBI Long
Term Advantage Fund - Series VI |
20% |
12% |
0% |
- |
- |
- |
- |
- |
- |
- |
- |
Shriram
Long Term Equity Fund |
16% |
12% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
BOI AXA
Midcap Tax Fund - Series 1 |
32% |
8% |
-16% |
- |
- |
- |
- |
- |
- |
- |
- |
BOI AXA
Midcap Tax Fund - Series 2 |
27% |
9% |
6% |
- |
- |
- |
- |
- |
- |
- |
- |
Parag
Parikh Tax Saver Fun |
28% |
8% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
Sundaram
Long Term Tax Advantage Fund |
16% |
6% |
-3% |
29% |
12% |
-6% |
- |
- |
- |
- |
- |
Sundaram
Long Term Tax Advantage Fund |
17% |
7% |
-4% |
29% |
15% |
- |
- |
- |
- |
- |
- |
Sundaram
Long Term Micro Cap Tax Advantage Fund - Series III |
18% |
-13% |
-29% |
45% |
1% |
- |
- |
- |
- |
- |
- |
Sundaram
Long Term Micro Cap Tax Advantage Fund - Series IV |
18% |
-12% |
-29% |
26% |
- |
- |
- |
- |
- |
- |
- |
Sundaram
Long Term Micro Cap Tax Advantage Fund - Series V |
18% |
-13% |
-25% |
17% |
- |
- |
- |
- |
- |
- |
- |
Sundaram
Long Term Micro Cap Tax Advantage Fund - Series VI |
15% |
-14% |
-26% |
12% |
- |
- |
- |
- |
- |
- |
- |
Sundaram
Long Term Tax Advantage Fund - Series III |
17% |
-9% |
-15% |
- |
- |
- |
- |
- |
- |
- |
- |
Sundaram
Long Term Tax Advantage Fund - Series IV |
17% |
-8% |
-1% |
- |
- |
- |
- |
- |
- |
- |
- |
UTI
Master Equity Plan Unit Scheme ELSS |
12% |
9% |
-4% |
33% |
6% |
0% |
39% |
5% |
27% |
-20% |
17% |
No comments:
Post a Comment