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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: 57
  • 💰 Total AUM: 2,33,108 Cr

Best performing ELSS (Equity Linked Savings Scheme) Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR

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Overview of ELSS (Equity Linked Savings Scheme) Mutual Funds

Quant ELSS Tax Saver Fund
  • AUM
    ₹ 10,404.84 Cr.
  • Expense Ratio
    0.5%
  • 5Y CAGR
    36.98%
Performance
The fund's annualised performance has been 20.5% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.79% vs its category average of 16.96%.
Composition
Large Cap makes up for the majority of the fund at 84.44% along with the largest allocation towards Power Generation at 15.99%.
Sundaram LT Micro Cap Tax Adv Fund-Sr VI
  • AUM
    ₹ 32.63 Cr.
  • Expense Ratio
    1.18%
  • 5Y CAGR
    36.02%
Performance
The fund's annualised performance has been 13.18% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.09% vs its category average of 16.96%.
Composition
Small Cap makes up for the majority of the fund at 81.35% along with the largest allocation towards Investment Banking & Brokerage at 11.51%.
Sundaram LT Tax Adv Fund-Sr III
  • AUM
    ₹ 30.07 Cr.
  • Expense Ratio
    1.18%
  • 5Y CAGR
    35.09%
Performance
The fund's annualised performance has been 14.82% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.67% vs its category average of 16.96%.
Composition
Small Cap makes up for the majority of the fund at 80.27% along with the largest allocation towards Investment Banking & Brokerage at 10.08%.
Sundaram LT Micro Cap Tax Adv Fund-Sr V
  • AUM
    ₹ 27.20 Cr.
  • Expense Ratio
    1.19%
  • 5Y CAGR
    34.89%
Performance
The fund's annualised performance has been 13.16% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.32% vs its category average of 16.96%.
Composition
Small Cap makes up for the majority of the fund at 81.61% along with the largest allocation towards Investment Banking & Brokerage at 12.21%.
Sundaram LT Micro Cap Tax Adv Fund-Sr IV
  • AUM
    ₹ 32.10 Cr.
  • Expense Ratio
    1.33%
  • 5Y CAGR
    34.71%
Performance
The fund's annualised performance has been 12.99% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.09% vs its category average of 16.96%.
Composition
Small Cap makes up for the majority of the fund at 81.81% along with the largest allocation towards Investment Banking & Brokerage at 12.94%.
Sundaram LT Micro Cap Tax Adv Fund-Sr III
  • AUM
    ₹ 67.63 Cr.
  • Expense Ratio
    1.25%
  • 5Y CAGR
    34.19%
Performance
The fund's annualised performance has been 14.38% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.32% vs its category average of 16.96%.
Composition
Small Cap makes up for the majority of the fund at 83.96% along with the largest allocation towards Investment Banking & Brokerage at 13.1%.
Sundaram LT Tax Adv Fund-Sr IV
  • AUM
    ₹ 18.97 Cr.
  • Expense Ratio
    1.18%
  • 5Y CAGR
    33.92%
Performance
The fund's annualised performance has been 17.8% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.54% vs its category average of 16.96%.
Composition
Small Cap makes up for the majority of the fund at 78.05% along with the largest allocation towards IT Services & Consulting at 10.3%.
SBI LT Advantage Fund-III
  • AUM
    ₹ 68.50 Cr.
  • Expense Ratio
    0%
  • 5Y CAGR
    31.75%
Performance
The fund's annualised performance has been 18.24% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.56% vs its category average of 16.96%.
Composition
Large Cap makes up for the majority of the fund at 46.09% along with the largest allocation towards Private Banks at 22.49%.
SBI LT Advantage Fund-IV
  • AUM
    ₹ 198.72 Cr.
  • Expense Ratio
    0%
  • 5Y CAGR
    30.84%
Performance
The fund's annualised performance has been 21.03% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.65% vs its category average of 16.96%.
Composition
Large Cap makes up for the majority of the fund at 84.4% along with the largest allocation towards Miscellaneous at 18.38%.
SBI Long Term Equity Fund
  • AUM
    ₹ 27,730.33 Cr.
  • Expense Ratio
    0.95%
  • 5Y CAGR
    30.31%
Performance
The fund's annualised performance has been 16.7% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.96% vs its category average of 16.96%.
Composition
Large Cap makes up for the majority of the fund at 61.8% along with the largest allocation towards Private Banks at 18.52%.
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.