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Mahindra Manulife ELSS Kar Bachat Yojana - Regular Plan-Growth

Description:

The Scheme seeks to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 2.47% 0.15 -35.23%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 2.47%
Sharpe 0.15
DD -35.23%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities.
Franklin India Taxshield Fund-Growth

Description:

The scheme seeks medium to long term growth of capital

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 20.55% 0.96 -57.34%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 20.55%
Sharpe 0.96
DD -57.34%
Risk Score
1 2 3 4 5

Description:

The scheme seeks medium to long term growth of capital
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

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 12.34% 0.67 -59.03%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 12.34%
Sharpe 0.67
DD -59.03%
Risk Score
1 2 3 4 5

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
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

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 29.13% 0.16 -69.02%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 29.13%
Sharpe 0.16
DD -69.02%
Risk Score
1 2 3 4 5

Description:

The scheme seeks long-term capital growth. Investments in equity would be at least 80 per cent of the corpus
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 16.63% 0.67 -71.41%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 16.63%
Sharpe 0.67
DD -71.41%
Risk Score
1 2 3 4 5

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 11.65% 0.60 -65.09%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 11.65%
Sharpe 0.60
DD -65.09%
Risk Score
1 2 3 4 5

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
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 18.27% 0.89 -37.95%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 18.27%
Sharpe 0.89
DD -37.95%
Risk Score
1 2 3 4 5

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS -0.58% -0.03 -39.87%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance -0.58%
Sharpe -0.03
DD -39.87%
Risk Score
1 2 3 4 5

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
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

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 14.14% 0.98 -30.16%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 14.14%
Sharpe 0.98
DD -30.16%
Risk Score
1 2 3 4 5

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
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

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 21.11% 0.86 -30.18%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 21.11%
Sharpe 0.86
DD -30.18%
Risk Score
1 2 3 4 5

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
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

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 22.85% 0.50 -69.69%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 22.85%
Sharpe 0.50
DD -69.69%
Risk Score
1 2 3 4 5

Description:

The scheme is due for redemption in 2006. The scheme seeks capital appreciation with at least 80 per cent exposure to equities
HDFC Taxsaver Fund-Dividend

Description:

The scheme seeks capital appreciation with at least 80 per cent exposure to equities

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 40.43% 0.06 -59.89%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 40.43%
Sharpe 0.06
DD -59.89%
Risk Score
1 2 3 4 5

Description:

The scheme seeks capital appreciation with at least 80 per cent exposure to equities
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 32.69% 0.12 -74.51%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 32.69%
Sharpe 0.12
DD -74.51%
Risk Score
1 2 3 4 5

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.
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 9.91% 0.53 -64.68%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 9.91%
Sharpe 0.53
DD -64.68%
Risk Score
1 2 3 4 5

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.
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 19.01% 1.06 -60.93%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 19.01%
Sharpe 1.06
DD -60.93%
Risk Score
1 2 3 4 5

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.
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

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 34.71% 0.10 -66.08%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 34.71%
Sharpe 0.10
DD -66.08%
Risk Score
1 2 3 4 5

Description:

The scheme seeks long-term capital appreciation by investing approximately 90 per cent of the investments in equity instruments
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 25.09% 0.36 -71.40%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 25.09%
Sharpe 0.36
DD -71.40%
Risk Score
1 2 3 4 5

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.
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 -3.90% -0.18 -37.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance -3.90%
Sharpe -0.18
DD -37.82%
Risk Score
1 2 3 4 5

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 13.17% 0.65 -57.88%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 13.17%
Sharpe 0.65
DD -57.88%
Risk Score
1 2 3 4 5

Description:

The scheme is aimed at generating long-term capital appreciation. Equity investments would account for at least 80 per cent of the corpus
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 23.88% 0.17 -59.96%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 23.88%
Sharpe 0.17
DD -59.96%
Risk Score
1 2 3 4 5

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.
Nippon India 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 18.37% 0.34 -60.01%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 18.37%
Sharpe 0.34
DD -60.01%
Risk Score
1 2 3 4 5

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 9.40% 0.47 -71.44%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 9.40%
Sharpe 0.47
DD -71.44%
Risk Score
1 2 3 4 5

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
LIC MF Tax Plan-Growth

Description:

Earlier known as Dhan Tax Saver '97

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 8.02% 0.37 -68.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 8.02%
Sharpe 0.37
DD -68.82%
Risk Score
1 2 3 4 5

Description:

Earlier known as Dhan Tax Saver '97
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 32.95% 0.18 -60.93%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 32.95%
Sharpe 0.18
DD -60.93%
Risk Score
1 2 3 4 5

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.
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 0.80% 0.03 -37.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 0.80%
Sharpe 0.03
DD -37.82%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
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 23.66% 0.61 -33.56%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 23.66%
Sharpe 0.61
DD -33.56%
Risk Score
1 2 3 4 5

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.
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

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 31.10% 0.09 -58.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 31.10%
Sharpe 0.09
DD -58.00%
Risk Score
1 2 3 4 5

Description:

The scheme is aimed at generating long-term capital appreciation. Equity investments would account for at least 80 per cent of the corpus
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 18.90% 0.42 -56.54%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 18.90%
Sharpe 0.42
DD -56.54%
Risk Score
1 2 3 4 5

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 21.54% 0.34 -65.09%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 21.54%
Sharpe 0.34
DD -65.09%
Risk Score
1 2 3 4 5

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
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 18.52% 0.21 -64.77%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 18.52%
Sharpe 0.21
DD -64.77%
Risk Score
1 2 3 4 5

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.
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

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 16.88% 0.41 -66.62%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 16.88%
Sharpe 0.41
DD -66.62%
Risk Score
1 2 3 4 5

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
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

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 16.75% 0.35 -71.43%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 16.75%
Sharpe 0.35
DD -71.43%
Risk Score
1 2 3 4 5

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
LIC MF Tax Plan-Dividend

Description:

Earlier known as Dhan Tax Saver '97

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 14.07% 0.23 -68.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 14.07%
Sharpe 0.23
DD -68.82%
Risk Score
1 2 3 4 5

Description:

Earlier known as Dhan Tax Saver '97
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 1.71% 0.10 -35.52%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 1.71%
Sharpe 0.10
DD -35.52%
Risk Score
1 2 3 4 5

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.
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 26.19% 0.41 -40.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 26.19%
Sharpe 0.41
DD -40.82%
Risk Score
1 2 3 4 5

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.
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

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 18.88% 0.51 -59.03%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 18.88%
Sharpe 0.51
DD -59.03%
Risk Score
1 2 3 4 5

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
Franklin India Taxshield Fund-Dividend

Description:

The scheme seeks medium to long term growth of capital

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 20.67% 0.94 -57.34%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 20.67%
Sharpe 0.94
DD -57.34%
Risk Score
1 2 3 4 5

Description:

The scheme seeks medium to long term growth of capital
Mahindra Manulife ELSS Kar Bachat Yojana - Regular Plan-Dividend

Description:

The Scheme seeks to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 2.48% 0.14 -35.22%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 2.48%
Sharpe 0.14
DD -35.22%
Risk Score
1 2 3 4 5

Description:

The Scheme seeks to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities.
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

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS -0.58% -0.03 -39.87%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance -0.58%
Sharpe -0.03
DD -39.87%
Risk Score
1 2 3 4 5

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

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