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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 11.26% 0.59 -56.54%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 11.26%
Sharpe 0.59
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, 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 11.32% 0.57 -65.09%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 11.32%
Sharpe 0.57
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, and to enable investors avail of deduction from total income, as permitted under the income tax act.
PGIM India 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 5.93% 0.36 -36.83%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 5.93%
Sharpe 0.36
DD -36.83%
Risk Score
1 2 3 4 5

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.
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 10.66% 0.48 -64.77%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 10.66%
Sharpe 0.48
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, as per the prevailing tax laws.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 10.06% 0.49 -66.62%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 10.06%
Sharpe 0.49
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, as per the prevailing tax laws.
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 9.01% 0.45 -71.43%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 9.01%
Sharpe 0.45
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, as may be prevalent from time to time.
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 7.68% 0.35 -68.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 7.68%
Sharpe 0.35
DD -68.82%
Risk Score
1 2 3 4 5

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.
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 3.53% 0.16 -69.00%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 3.53%
Sharpe 0.16
DD -69.00%
Risk Score
1 2 3 4 5

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.
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 0.36% 0.02 -35.52%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 0.36%
Sharpe 0.02
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.
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 -3.35% -0.18 -35.23%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance -3.35%
Sharpe -0.18
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.
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 -3.33% -0.18 -35.22%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance -3.33%
Sharpe -0.18
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.
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 12.00% 0.65 -59.03%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 12.00%
Sharpe 0.65
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, which would be around 20 - 50 stocks.
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 20.64% 0.93 -57.34%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 20.64%
Sharpe 0.93
DD -57.34%
Risk Score
1 2 3 4 5

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.
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 20.52% 0.95 -57.34%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 20.52%
Sharpe 0.95
DD -57.34%
Risk Score
1 2 3 4 5

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.
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 12.01% 0.65 -59.03%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 12.01%
Sharpe 0.65
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, which would be around 20 - 50 stocks.
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 14.17% 0.82 -40.86%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 14.17%
Sharpe 0.82
DD -40.86%
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.
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 14.19% 0.81 -40.82%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 14.19%
Sharpe 0.81
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.
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 -2.09% -0.12 -39.87%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance -2.09%
Sharpe -0.12
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, 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.
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 3.53% 0.16 -68.99%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 3.53%
Sharpe 0.16
DD -68.99%
Risk Score
1 2 3 4 5

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.

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