ELSS (Equity Linked Savings Scheme) Mutual Funds

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

⏱ Horizon: Long
🔢 Total funds: 60
💰 Total AUM: 1,78,359 Cr

Best performing ELSS (Equity Linked Savings Scheme) Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR

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Overview of ELSS (Equity Linked Savings Scheme) Mutual Funds

Quant Tax Plan

AUM
₹ 4,956.53 Cr.
Expense Ratio
0.76%
5Y CAGR
28.48%

Performance

The fund's annualised performance has been 21.42% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.23% vs its category average of 9.78%.

Composition

Large Cap makes up for the majority of the fund at 68.96% along with the largest allocation towards Oil & Gas - Refining & Marketing at 14.3%.

SBI Tax Advantage Fund-III

AUM
₹ 31.22 Cr.
Expense Ratio
0%
5Y CAGR
27.41%

Performance

The fund's annualised performance has been 23.38% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 8.78% vs its category average of 9.78%.

Composition

Large Cap makes up for the majority of the fund at 51.34% along with the largest allocation towards Private Banks at 14.35%.

SBI LT Advantage Fund-IV

AUM
₹ 186.83 Cr.
Expense Ratio
0%
5Y CAGR
26.32%

Performance

The fund's annualised performance has been 23.03% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 9.39% vs its category average of 9.78%.

Composition

Small Cap makes up for the majority of the fund at 45.27% along with the largest allocation towards Private Banks at 16.83%.

Sundaram LT Tax Adv Fund-Sr III

AUM
₹ 33.68 Cr.
Expense Ratio
1.15%
5Y CAGR
23.39%

Performance

The fund's annualised performance has been 16.8% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 11.24% vs its category average of 9.78%.

Composition

Small Cap makes up for the majority of the fund at 77.97% along with the largest allocation towards Construction & Engineering at 7.94%.

Sundaram LT Tax Adv Fund-Sr IV

AUM
₹ 22.45 Cr.
Expense Ratio
1.18%
5Y CAGR
23.3%

Performance

The fund's annualised performance has been 20.62% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 11.16% vs its category average of 9.78%.

Composition

Small Cap makes up for the majority of the fund at 77.4% along with the largest allocation towards Construction & Engineering at 7.39%.

Bank of India Tax Advantage Fund

AUM
₹ 860.31 Cr.
Expense Ratio
1.28%
5Y CAGR
23.07%

Performance

The fund's annualised performance has been 18.32% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 11.39% vs its category average of 9.78%.

Composition

Large Cap makes up for the majority of the fund at 60.66% along with the largest allocation towards Public Banks at 17.52%.

Sundaram LT Micro Cap Tax Adv Fund-Sr VI

AUM
₹ 37.93 Cr.
Expense Ratio
1.16%
5Y CAGR
22.85%

Performance

The fund's annualised performance has been 14.55% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 11.7% vs its category average of 9.78%.

Composition

Small Cap makes up for the majority of the fund at 78.98% along with the largest allocation towards Construction & Engineering at 9.32%.

Sundaram LT Micro Cap Tax Adv Fund-Sr IV

AUM
₹ 38.13 Cr.
Expense Ratio
1.32%
5Y CAGR
22.76%

Performance

The fund's annualised performance has been 14.34% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.02% vs its category average of 9.78%.

Composition

Small Cap makes up for the majority of the fund at 79.6% along with the largest allocation towards Construction & Engineering at 9.41%.

SBI LT Advantage Fund-III

AUM
₹ 59.65 Cr.
Expense Ratio
0%
5Y CAGR
22.67%

Performance

The fund's annualised performance has been 17.91% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 10.09% vs its category average of 9.78%.

Composition

Large Cap makes up for the majority of the fund at 39.43% along with the largest allocation towards Construction & Engineering at 10.13%.

Sundaram LT Micro Cap Tax Adv Fund-Sr III

AUM
₹ 77.13 Cr.
Expense Ratio
1.24%
5Y CAGR
22.32%

Performance

The fund's annualised performance has been 16.02% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 11.94% vs its category average of 9.78%.

Composition

Small Cap makes up for the majority of the fund at 79.49% along with the largest allocation towards Construction & Engineering at 8.73%.

This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.