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Aditya Birla Sun Life Tax Relief 96-Growth

Description:

The scheme seeks long-term capital growth and will invest approximately 80 per cent of its assets in equity, while the balance would be a invested in debt and money market instrument. It was converted to an open-ended scheme with effect from July 1999. A combination of top down & bottom up approach will be followed in the stock selection process.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 10.57% 0.53 -57.55%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 10.57%
Sharpe 0.53
DD -57.55%
Risk Score
1 2 3 4 5

Reliance Tax Saver (ELSS) Fund-Growth

Description:

The scheme aims to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 12.91% 0.65 -60.01%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 12.91%
Sharpe 0.65
DD -60.01%
Risk Score
1 2 3 4 5

Mirae Asset Tax Saver Fund - Regular Plan-Growth

Description:

The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 17.41% 1.28 -13.16%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 17.41%
Sharpe 1.28
DD -13.16%
Risk Score
1 2 3 4 5

HDFC Taxsaver Fund-Growth

Description:

The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 24.13% 1.15 -59.89%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 24.13%
Sharpe 1.15
DD -59.89%
Risk Score
1 2 3 4 5

L&T Tax Advantage Fund-Growth

Description:

The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 13.29% 0.72 -56.54%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 13.29%
Sharpe 0.72
DD -56.54%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Tax Relief 96-Dividend

Description:

The scheme seeks long-term capital growth and will invest approximately 80 per cent of its assets in equity, while the balance would be a invested in debt and money market instrument. It was converted to an open-ended scheme with effect from July 1999. A combination of top down & bottom up approach will be followed in the stock selection process.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 23.83% 0.98 -70.21%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 23.83%
Sharpe 0.98
DD -70.21%
Risk Score
1 2 3 4 5

Axis Long Term Equity Fund-Growth

Description:

The scheme aims to generate regular long term capital growth from a diversified portfolio of equity and equity related securities. The Scheme Will invest in companies with strong growth & a sustainable business model.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 16.79% 1.28 -19.20%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 16.79%
Sharpe 1.28
DD -19.20%
Risk Score
1 2 3 4 5

Tata India Tax Savings Fund-Dividend

Description:

The scheme seeks long-term capital growth. Investments in equity would be at least 80 per cent of the corpus, while allocation to debt and money market instruments can go up to 20 per cent.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 18.83% 0.80 -69.02%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 18.83%
Sharpe 0.80
DD -69.02%
Risk Score
1 2 3 4 5

HDFC Retirement Savings Fund Equity Plan - Regular Plan-Growth

Description:

The Scheme seeks to provide long-term capital appreciation / income by investing in a mix of equity and debt instruments to help investors meet their retirement goals.

Key Highlights:

Category Performance Sharpe DD
Equity: Multi Cap 18.38% 1.66 -14.78%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Multi Cap
Performance 18.38%
Sharpe 1.66
DD -14.78%
Risk Score
1 2 3 4 5

ICICI Prudential Long Term Equity Fund (Tax Saving)-Growth

Description:

The scheme seeks long-term capital appreciation by investing approximately 90 per cent of the investments in equity instruments, while the balance 10 per cent would be a parked in debt and money market instrument and cash ( Including-money at call).

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 19.34% 0.87 -66.02%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 19.34%
Sharpe 0.87
DD -66.02%
Risk Score
1 2 3 4 5

UTI Long Term Equity Fund-Growth

Description:

An open-ended equity fund investing a minimum of 80% in equity related instruments. It Aims at enabling members to avail tax rebate under Section 80C of the IT Act and provide them with the benefits of growth.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 10.06% 0.53 -59.93%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 10.06%
Sharpe 0.53
DD -59.93%
Risk Score
1 2 3 4 5

Franklin India Taxshield Fund-Growth

Description:

The scheme seeks medium to long term growth of capital, with income tax rebate. The scheme invests in equities and there is an exposure to PSU Bonds and debentures and Money Market instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 22.98% 1.08 -57.34%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 22.98%
Sharpe 1.08
DD -57.34%
Risk Score
1 2 3 4 5

IDFC Tax Advantage (ELSS) Fund - Regular Plan-Growth

Description:

The scheme seeks to build a diversified portfolio comprising of stocks of companies with strong fundamentals that are available at reasonable valuations. The scheme can be fully into equities (and equity related securities) and upto 20% in debt & money market instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 17.51% 1.08 -29.68%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 17.51%
Sharpe 1.08
DD -29.68%
Risk Score
1 2 3 4 5

Principal Tax Savings Fund-Growth

Description:

The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 15.60% 0.70 -71.41%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 15.60%
Sharpe 0.70
DD -71.41%
Risk Score
1 2 3 4 5

Tata India Tax Savings Fund-Growth

Description:

The scheme seeks long-term capital growth. Investments in equity would be at least 80 per cent of the corpus, while allocation to debt and money market instruments can go up to 20 per cent.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 12.59% 0.90 -18.25%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 12.59%
Sharpe 0.90
DD -18.25%
Risk Score
1 2 3 4 5

DSP Tax Saver Fund-Growth

Description:

The scheme seeks to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, and to enable investors avail of deduction from total income, as permitted under the income tax act.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 12.43% 0.66 -65.09%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 12.43%
Sharpe 0.66
DD -65.09%
Risk Score
1 2 3 4 5

Kotak Tax Saver Regular Plan-Growth

Description:

The scheme aims to generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as per the prevailing tax laws.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 10.96% 0.54 -67.05%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 10.96%
Sharpe 0.54
DD -67.05%
Risk Score
1 2 3 4 5

Mirae Asset Tax Saver Fund - Regular Plan-Dividend

Description:

The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 17.41% 1.28 -13.16%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 17.41%
Sharpe 1.28
DD -13.16%
Risk Score
1 2 3 4 5

Quantum Tax Saving - Regular Plan-Growth

Description:

The scheme seeks capital appreciation through a diversified portfolio comprising primarily of stocks of such companies that will typically be included un the BSE 200 Index, are available at attractive valuations and in a position to benefit from the anticipated growth and development of Indian economy. The scheme can be fully into equities (and equity related securities) and upto 20% in debt & money market instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 5.14% 0.49 -10.97%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 5.14%
Sharpe 0.49
DD -10.97%
Risk Score
1 2 3 4 5

IDBI Equity Advantage Fund - Regular Plan-Growth

Description:

The scheme seeks to invest in equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income tax deduction (under Section 80c of the Income Tax Act, 1961) on their investments, subject to a statutory lock-in for three years.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 19.28% 1.56 -18.66%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 19.28%
Sharpe 1.56
DD -18.66%
Risk Score
1 2 3 4 5

IDBI Equity Advantage Fund - Regular Plan-Dividend

Description:

The scheme seeks to invest in equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income tax deduction (under Section 80c of the Income Tax Act, 1961) on their investments, subject to a statutory lock-in for three years.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 19.28% 1.38 -18.65%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 19.28%
Sharpe 1.38
DD -18.65%
Risk Score
1 2 3 4 5

Principal Personal Tax Saver Fund-Growth

Description:

The scheme is due for redemption in 2006. The scheme seeks capital appreciation with at least 80 per cent exposure to equities, FCDs, preference shares and bonds of companies. The scheme can make investments in money market instruments up to 20 per cent. The scheme offers liquidity through repurchase at NAV.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 18.86% 0.84 -69.69%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 18.86%
Sharpe 0.84
DD -69.69%
Risk Score
1 2 3 4 5

DHFL Pramerica Long Term Equity Fund - Regular Plan-Growth

Description:

The scheme seeks to generate long-term capital appreciation by predominantly investing in equity & equity related instruments and to enable eligible investors to avail deduction from total income, as permitted under the Income Tax Act, 1961 as amended from time to time.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 9.99% 0.81 -14.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 9.99%
Sharpe 0.81
DD -14.82%
Risk Score
1 2 3 4 5

HDFC Taxsaver Fund-Dividend

Description:

The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 24.12% 1.15 -59.89%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 24.12%
Sharpe 1.15
DD -59.89%
Risk Score
1 2 3 4 5

Canara Robeco Equity Tax Saver Fund - Regular Plan-Dividend

Description:

The scheme seeks to achieve long term capital appreciation by predominantly investing in equities. It also offers tax benefits under Section 80C. The investments may be made in primary as well as secondary markets and scheme may also invest in overseas equity markets like ADRs/GDRs.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 18.11% 0.65 -74.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 18.11%
Sharpe 0.65
DD -74.51%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Tax Savings Fund-Growth

Description:

The scheme aims to provide medium to long-term growth of capital along with income tax rebate.

Key Highlights:

Category Performance Sharpe DD
Equity: Tax Planning 14.56% 0.71 -71.39%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Tax Planning
Performance 14.56%
Sharpe 0.71
DD -71.39%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Tax Plan-Growth

Description:

An Open-ended Equity Linked Savings Scheme (ELSS) with the objective to achieve long-term growth of capital along with income tax relief for investment.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 11.10% 0.61 -64.68%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 11.10%
Sharpe 0.61
DD -64.68%
Risk Score
1 2 3 4 5

ICICI Prudential Long Term Equity Fund (Tax Saving)-Dividend

Description:

The scheme seeks long-term capital appreciation by investing approximately 90 per cent of the investments in equity instruments, while the balance 10 per cent would be a parked in debt and money market instrument and cash ( Including-money at call).

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 19.33% 0.86 -66.08%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 19.33%
Sharpe 0.86
DD -66.08%
Risk Score
1 2 3 4 5

HDFC Long Term Advantage Fund-Growth

Description:

The schemes provides tax benefit under section (88) and there fore has a lock in period of 3 years. It is aimed at providing capital appreciation by investing predominantly in equity and equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 20.76% 1.20 -60.93%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 20.76%
Sharpe 1.20
DD -60.93%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Tax Plan-Dividend

Description:

An Open-ended Equity Linked Savings Scheme (ELSS) with the objective to achieve long-term growth of capital along with income tax relief for investment.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 18.75% 0.88 -71.40%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 18.75%
Sharpe 0.88
DD -71.40%
Risk Score
1 2 3 4 5

Canara Robeco Equity Tax Saver Fund - Regular Plan-Growth

Description:

The scheme seeks to achieve long term capital appreciation by predominantly investing in equities. It also offers tax benefits under Section 80C. The investments may be made in primary as well as secondary markets and scheme may also invest in overseas equity markets like ADRs/GDRs.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 18.82% 1.19 -22.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 18.82%
Sharpe 1.19
DD -22.82%
Risk Score
1 2 3 4 5

Motilal Oswal Long Term Equity Fund - Regular Plan-Growth

Description:

The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 13.32% 0.92 -18.16%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 13.32%
Sharpe 0.92
DD -18.16%
Risk Score
1 2 3 4 5

Sundaram Diversified Equity Fund-Growth

Description:

The scheme is aimed at generating long-term capital appreciation. Equity investments would account for at least 80 per cent of the corpus, while it can go up to 100 per cent. Exposure to Corporate and PSU bonds and Money market instruments can go up to 20 per cent of the corpus.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 14.91% 0.75 -57.88%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 14.91%
Sharpe 0.75
DD -57.88%
Risk Score
1 2 3 4 5

Aditya Birla Sun Life Tax Savings Fund-Dividend

Description:

The scheme aims to provide medium to long-term growth of capital along with income tax rebate.

Key Highlights:

Category Performance Sharpe DD
Equity: Tax Planning 14.56% 0.71 -71.40%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Tax Planning
Performance 14.56%
Sharpe 0.71
DD -71.40%
Risk Score
1 2 3 4 5

Invesco India Tax Plan-Growth

Description:

The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. It intends to invest across market capitalisation sectors utilizing bottom up approach. It will aim to have concentrated well researched portfolio, which would be around 20 - 50 stocks.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 13.46% 0.77 -59.03%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 13.46%
Sharpe 0.77
DD -59.03%
Risk Score
1 2 3 4 5

UTI Long Term Equity Fund-Dividend

Description:

An open-ended equity fund investing a minimum of 80% in equity related instruments. It Aims at enabling members to avail tax rebate under Section 80C of the IT Act and provide them with the benefits of growth.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 13.19% 0.61 -59.96%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 13.19%
Sharpe 0.61
DD -59.96%
Risk Score
1 2 3 4 5

Reliance Tax Saver (ELSS) Fund-Dividend

Description:

The scheme aims to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 12.91% 0.65 -60.01%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 12.91%
Sharpe 0.65
DD -60.01%
Risk Score
1 2 3 4 5

Essel Long Term Advantage Fund-Growth

Description:

The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income generation along with the benefit of income tax deduction (under Section 80 C of the Income Tax Act, 1961) on their investments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 10.38% 0.86 -14.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 10.38%
Sharpe 0.86
DD -14.53%
Risk Score
1 2 3 4 5

L&T Tax Saver Fund-Growth

Description:

The scheme aims to generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as per the prevailing tax laws.

Key Highlights:

Category Performance Sharpe DD
Equity: Tax Planning 10.96% 0.51 -66.89%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Tax Planning
Performance 10.96%
Sharpe 0.51
DD -66.89%
Risk Score
1 2 3 4 5

Taurus Tax Shield Fund - Regular Plan-Growth

Description:

The scheme seeks long term capital appreciation. The scheme would take around 80-85 per cent exposure to equity, while exposure to bonds and money market instruments would be up to 20 per cent of the corpus. The scheme was made open-ended in February 2001.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 11.10% 0.42 -72.37%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 11.10%
Sharpe 0.42
DD -72.37%
Risk Score
1 2 3 4 5

BNP Paribas Long Term Equity Fund-Growth

Description:

The scheme aims to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities along with income tax rebate, as may be prevalent from time to time.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 9.51% 0.48 -71.44%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 9.51%
Sharpe 0.48
DD -71.44%
Risk Score
1 2 3 4 5

SBI Magnum Taxgain Scheme-Growth

Description:

The scheme seeks capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 9.42% 0.49 -61.50%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 9.42%
Sharpe 0.49
DD -61.50%
Risk Score
1 2 3 4 5

LIC MF Tax Plan-Growth

Description:

Earlier known as Dhan Tax Saver '97, the scheme seeks maximum capital growth with equity allocation up to 85 per cent of the corpus. Allocation to debentures and money market instruments can be up to 15 per cent each. It was made open-ended in April 2000.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 8.57% 0.39 -68.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 8.57%
Sharpe 0.39
DD -68.82%
Risk Score
1 2 3 4 5

DHFL Pramerica Tax Plan-Growth

Description:

The scheme aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 8.01% 0.40 -65.50%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 8.01%
Sharpe 0.40
DD -65.50%
Risk Score
1 2 3 4 5

Franklin India Taxshield Fund-Dividend

Description:

The scheme seeks medium to long term growth of capital, with income tax rebate. The scheme invests in equities and there is an exposure to PSU Bonds and debentures and Money Market instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 23.05% 1.07 -57.34%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 23.05%
Sharpe 1.07
DD -57.34%
Risk Score
1 2 3 4 5

HDFC Long Term Advantage Fund-Dividend

Description:

The schemes provides tax benefit under section (88) and there fore has a lock in period of 3 years. It is aimed at providing capital appreciation by investing predominantly in equity and equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 20.79% 1.20 -60.93%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 20.79%
Sharpe 1.20
DD -60.93%
Risk Score
1 2 3 4 5

IDFC Tax Advantage (ELSS) Fund - Regular Plan-Dividend

Description:

The scheme seeks to build a diversified portfolio comprising of stocks of companies with strong fundamentals that are available at reasonable valuations. The scheme can be fully into equities (and equity related securities) and upto 20% in debt & money market instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 17.54% 1.07 -29.68%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 17.54%
Sharpe 1.07
DD -29.68%
Risk Score
1 2 3 4 5

Motilal Oswal Long Term Equity Fund - Regular Plan-Dividend

Description:

The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 13.32% 0.86 -18.16%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 13.32%
Sharpe 0.86
DD -18.16%
Risk Score
1 2 3 4 5

Axis Long Term Equity Fund-Dividend

Description:

The scheme aims to generate regular long term capital growth from a diversified portfolio of equity and equity related securities. The Scheme Will invest in companies with strong growth & a sustainable business model.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 16.78% 1.28 -19.21%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 16.78%
Sharpe 1.28
DD -19.21%
Risk Score
1 2 3 4 5

Sundaram Diversified Equity Fund-Dividend

Description:

The scheme is aimed at generating long-term capital appreciation. Equity investments would account for at least 80 per cent of the corpus, while it can go up to 100 per cent. Exposure to Corporate and PSU bonds and Money market instruments can go up to 20 per cent of the corpus.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 15.95% 0.78 -58.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 15.95%
Sharpe 0.78
DD -58.00%
Risk Score
1 2 3 4 5

SBI Magnum Taxgain Scheme-Dividend

Description:

The scheme seeks capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 16.32% 0.63 -82.30%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 16.32%
Sharpe 0.63
DD -82.30%
Risk Score
1 2 3 4 5

L&T Tax Advantage Fund-Dividend

Description:

The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 13.29% 0.71 -56.54%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 13.29%
Sharpe 0.71
DD -56.54%
Risk Score
1 2 3 4 5

Invesco India Tax Plan-Dividend

Description:

The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. It intends to invest across market capitalisation sectors utilizing bottom up approach. It will aim to have concentrated well researched portfolio, which would be around 20 - 50 stocks.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 13.46% 0.77 -59.03%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 13.46%
Sharpe 0.77
DD -59.03%
Risk Score
1 2 3 4 5

Essel Long Term Advantage Fund-Dividend

Description:

The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income generation along with the benefit of income tax deduction (under Section 80 C of the Income Tax Act, 1961) on their investments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 10.38% 0.86 -14.53%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 10.38%
Sharpe 0.86
DD -14.53%
Risk Score
1 2 3 4 5

DSP Tax Saver Fund-Dividend

Description:

The scheme seeks to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, and to enable investors avail of deduction from total income, as permitted under the income tax act.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 12.43% 0.66 -65.09%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 12.43%
Sharpe 0.66
DD -65.09%
Risk Score
1 2 3 4 5

DHFL Pramerica Long Term Equity Fund - Regular Plan-Dividend

Description:

The scheme seeks to generate long-term capital appreciation by predominantly investing in equity & equity related instruments and to enable eligible investors to avail deduction from total income, as permitted under the Income Tax Act, 1961 as amended from time to time.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 9.31% 0.75 -14.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 9.31%
Sharpe 0.75
DD -14.82%
Risk Score
1 2 3 4 5

Baroda ELSS 96 Fund-Dividend

Description:

The scheme seeks to achieve long-term capital growth as also tax benefits. The funds will be invested in equities. The scheme went open-ended from March 2000.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 11.57% 0.52 -64.77%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 11.57%
Sharpe 0.52
DD -64.77%
Risk Score
1 2 3 4 5

Kotak Tax Saver Regular Plan-Dividend

Description:

The scheme aims to generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as per the prevailing tax laws.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 11.06% 0.55 -66.62%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 11.06%
Sharpe 0.55
DD -66.62%
Risk Score
1 2 3 4 5

L&T Tax Saver Fund-Dividend

Description:

The scheme aims to generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as per the prevailing tax laws.

Key Highlights:

Category Performance Sharpe DD
Equity: Tax Planning 10.95% 0.51 -66.91%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Tax Planning
Performance 10.95%
Sharpe 0.51
DD -66.91%
Risk Score
1 2 3 4 5

Taurus Tax Shield Fund - Regular Plan-Dividend

Description:

The scheme seeks long term capital appreciation. The scheme would take around 80-85 per cent exposure to equity, while exposure to bonds and money market instruments would be up to 20 per cent of the corpus. The scheme was made open-ended in February 2001.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 9.36% 0.51 -48.40%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 9.36%
Sharpe 0.51
DD -48.40%
Risk Score
1 2 3 4 5

BNP Paribas Long Term Equity Fund-Dividend

Description:

The scheme aims to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities along with income tax rebate, as may be prevalent from time to time.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 9.49% 0.48 -71.43%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 9.49%
Sharpe 0.48
DD -71.43%
Risk Score
1 2 3 4 5

DHFL Pramerica Tax Plan-Dividend

Description:

The scheme aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 8.01% 0.40 -65.49%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 8.01%
Sharpe 0.40
DD -65.49%
Risk Score
1 2 3 4 5

LIC MF Tax Plan-Dividend

Description:

Earlier known as Dhan Tax Saver '97, the scheme seeks maximum capital growth with equity allocation up to 85 per cent of the corpus. Allocation to debentures and money market instruments can be up to 15 per cent each. It was made open-ended in April 2000.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 8.46% 0.39 -68.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 8.46%
Sharpe 0.39
DD -68.82%
Risk Score
1 2 3 4 5

JM Tax Gain Fund-Growth

Description:

The scheme aims at achieving long term growth of capital along with income tax relief for investment. At least 80% of the funds will be invested in equity instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 3.80% 0.18 -69.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 3.80%
Sharpe 0.18
DD -69.00%
Risk Score
1 2 3 4 5

Baroda ELSS 96 Fund-Growth

Description:

The scheme seeks to achieve long-term capital growth as also tax benefits. The funds will be invested in equities. The scheme went open-ended from March 2000.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 1.50% 0.11 -23.05%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 1.50%
Sharpe 0.11
DD -23.05%
Risk Score
1 2 3 4 5

Indiabulls Tax Savings Fund - Regular Plan-Dividend

Description:

The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities. The scheme shall offer tax benefits under Section 80C of the Income Tax Act.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS -9.56% -0.70 -18.99%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance -9.56%
Sharpe -0.70
DD -18.99%
Risk Score
1 2 3 4 5

Reliance Tax Saver (ELSS) Fund-Dividend Yearly

Description:

The scheme aims to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 2.23% 0.14 -29.66%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 2.23%
Sharpe 0.14
DD -29.66%
Risk Score
1 2 3 4 5

Sundaram Long Term Tax Advantage Fund Series V - Regular Plan-Growth

Description:

The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 0.00% 0.00 0.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 0.00%
Sharpe 0.00
DD 0.00%
Risk Score
1 2 3 4 5

SBI Long Term Advantage Fund Series VI - Regular Plan-Growth

Description:

The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS -3.35% -0.23 -14.38%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance -3.35%
Sharpe -0.23
DD -14.38%
Risk Score
1 2 3 4 5

Quantum Tax Saving - Regular Plan-Dividend

Description:

The scheme seeks capital appreciation through a diversified portfolio comprising primarily of stocks of such companies that will typically be included un the BSE 200 Index, are available at attractive valuations and in a position to benefit from the anticipated growth and development of Indian economy. The scheme can be fully into equities (and equity related securities) and upto 20% in debt & money market instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 5.14% 0.49 -10.97%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 5.14%
Sharpe 0.49
DD -10.97%
Risk Score
1 2 3 4 5

Indiabulls Tax Savings Fund - Regular Plan-Growth

Description:

The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities. The scheme shall offer tax benefits under Section 80C of the Income Tax Act.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS -9.56% -0.71 -18.99%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance -9.56%
Sharpe -0.71
DD -18.99%
Risk Score
1 2 3 4 5

JM Tax Gain Fund-Dividend

Description:

The scheme aims at achieving long term growth of capital along with income tax relief for investment. At least 80% of the funds will be invested in equity instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 3.80% 0.18 -68.99%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 3.80%
Sharpe 0.18
DD -68.99%
Risk Score
1 2 3 4 5

Principal Tax Savings Fund-Dividend Half Yearly

Description:

The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS -1.86% -0.13 -19.23%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance -1.86%
Sharpe -0.13
DD -19.23%
Risk Score
1 2 3 4 5

Sundaram Long Term Tax Advantage Fund Series V - Regular Plan-Dividend

Description:

The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 0.00% 0.00 0.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 0.00%
Sharpe 0.00
DD 0.00%
Risk Score
1 2 3 4 5

SBI Long Term Advantage Fund Series VI - Regular Plan-Dividend

Description:

The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS -3.34% -0.23 -14.37%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance -3.34%
Sharpe -0.23
DD -14.37%
Risk Score
1 2 3 4 5


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