Saturday, December 04, 2021

2010 to 2020 - ELSS Mutual Fund Schemes Yearly Performance

 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%




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