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: 54
💰 Total AUM: 2,46,308 Cr

Best performing ELSS (Equity Linked Savings Scheme) Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Sundaram LT Tax Adv Fund-Sr III	31.88	1.18	9.03%	17.27%	20.77%
Sundaram LT Tax Adv Fund-Sr IV	21.52	1.18	8.92%	17.50%	20.66%
Sundaram LT Micro Cap Tax Adv Fund-Sr VI	33.85	1.18	5.83%	16.25%	20.53%
Sundaram LT Micro Cap Tax Adv Fund-Sr IV	33.87	1.33	6.17%	16.11%	19.78%
Sundaram LT Micro Cap Tax Adv Fund-Sr V	28.69	1.19	6.56%	16.64%	19.68%
Sundaram LT Micro Cap Tax Adv Fund-Sr III	70.30	1.25	6.09%	15.88%	19.58%
Quant ELSS Tax Saver Fund	12,079.80	0.75	4.20%	15.91%	17.84%
Motilal Oswal ELSS Tax Saver Fund	4,174.50	0.67	6.16%	22.12%	17.45%
SBI ELSS Tax Saver Fund	32,171.48	0.92	3.63%	19.66%	17.35%
HDFC ELSS Tax saver	16,618.14	1.08	1.08%	17.48%	17.26%

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Overview of ELSS (Equity Linked Savings Scheme) Mutual Funds

Sundaram LT Tax Adv Fund-Sr III

AUM
₹ 31.88 Cr.
Expense Ratio
1.18%
5Y CAGR
20.77%

Performance

The fund's annualised performance has been 13.24% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.88% vs its category average of 14.5%.

Composition

Small Cap makes up for the majority of the fund at 78.53% along with the largest allocation towards Private Banks at 12.06%.

Sundaram LT Tax Adv Fund-Sr IV

AUM
₹ 21.52 Cr.
Expense Ratio
1.18%
5Y CAGR
20.66%

Performance

The fund's annualised performance has been 15.77% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.7% vs its category average of 14.5%.

Composition

Small Cap makes up for the majority of the fund at 75.67% along with the largest allocation towards Private Banks at 11.97%.

Sundaram LT Micro Cap Tax Adv Fund-Sr VI

AUM
₹ 33.85 Cr.
Expense Ratio
1.18%
5Y CAGR
20.53%

Performance

The fund's annualised performance has been 11.5% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.1% vs its category average of 14.5%.

Composition

Small Cap makes up for the majority of the fund at 82.58% along with the largest allocation towards Private Banks at 11.24%.

Sundaram LT Micro Cap Tax Adv Fund-Sr IV

AUM
₹ 33.87 Cr.
Expense Ratio
1.33%
5Y CAGR
19.78%

Performance

The fund's annualised performance has been 11.48% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.18% vs its category average of 14.5%.

Composition

Small Cap makes up for the majority of the fund at 83.1% along with the largest allocation towards Private Banks at 12.38%.

Sundaram LT Micro Cap Tax Adv Fund-Sr V

AUM
₹ 28.69 Cr.
Expense Ratio
1.19%
5Y CAGR
19.68%

Performance

The fund's annualised performance has been 11.61% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.27% vs its category average of 14.5%.

Composition

Small Cap makes up for the majority of the fund at 83.4% along with the largest allocation towards Private Banks at 11.82%.

Sundaram LT Micro Cap Tax Adv Fund-Sr III

AUM
₹ 70.30 Cr.
Expense Ratio
1.25%
5Y CAGR
19.58%

Performance

The fund's annualised performance has been 12.75% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.27% vs its category average of 14.5%.

Composition

Small Cap makes up for the majority of the fund at 83.89% along with the largest allocation towards Private Banks at 11.63%.

Quant ELSS Tax Saver Fund

AUM
₹ 12,079.80 Cr.
Expense Ratio
0.75%
5Y CAGR
17.84%

Performance

The fund's annualised performance has been 18.83% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.53% vs its category average of 14.5%.

Composition

Large Cap makes up for the majority of the fund at 81.55% along with the largest allocation towards Power Generation at 15.47%.

Motilal Oswal ELSS Tax Saver Fund

AUM
₹ 4,174.50 Cr.
Expense Ratio
0.67%
5Y CAGR
17.45%

Performance

The fund's annualised performance has been 16.33% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 19.71% vs its category average of 14.5%.

Composition

Small Cap makes up for the majority of the fund at 43.96% along with the largest allocation towards Investment Banking & Brokerage at 11.96%.

SBI ELSS Tax Saver Fund

AUM
₹ 32,171.48 Cr.
Expense Ratio
0.92%
5Y CAGR
17.35%

Performance

The fund's annualised performance has been 14.88% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.98% vs its category average of 14.5%.

Composition

Large Cap makes up for the majority of the fund at 63.97% along with the largest allocation towards Private Banks at 21.58%.

HDFC ELSS Tax saver

AUM
₹ 16,618.14 Cr.
Expense Ratio
1.08%
5Y CAGR
17.26%

Performance

The fund's annualised performance has been 13.94% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.8% vs its category average of 14.5%.

Composition

Large Cap makes up for the majority of the fund at 81.64% along with the largest allocation towards Private Banks at 30.93%.

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.