elss

ELSS Direct Schemes with Multi-Year Growth Returns & NAV

There are thirty four open-ended schemes in the ELSS segment. And, only twenty four schemes have been in existence for over 10year period. Together these schemes account for AUM of Rs 1,68,374 crores as on 30 June 2023. Axis Long Term Equity Fund is the biggest scheme with AUM size of Rs 32,295 crores. Top 10 ELSS funds together account for AUM of Rs 1,33,524 crores.

ELSS Direct Schemes  Performance as on June End

Quant Tax Plan is the best ELSS scheme with 23.9% returns on 10yr period investment as on 30 June 2023. Quant also remains best performing scheme for the 5yr investment period. Bandhan Tax Advantage (ELSS) Fund is the second best ELSS scheme with 19.5% returns on 10yr investment period. Bank of India Tax Advantage Fund comes third with 18.5% returns for the same period of time.

Quant continues to be best ELSS scheme in near-term performance, with 43.1% returns for 3yr investment period.

Click to read more about ELSS Scheme List with AUM, NAV (Regular & Direct) & Benchmark Indices

Table: ELSS Direct Scheme with Multi-year Growth Returns

Scheme NameNAV Direct (Rs)3-Yr (%) Direct5-Yr (%) Direct10-Yr (%) Direct
Quant Tax Plan276.843.125.223.9
Bandhan Tax Advantage (ELSS) Fund125.535.216.119.5
Bank of India Tax Advantage Fund123.829.616.518.5
DSP Tax Saver Fund97.727.316.318.4
JM Tax Gain Fund36.228.616.018.3
Axis Long Term Equity Fund79.118.911.518.1
Tata India Tax Savings Fund163.326.414.818.1
Kotak Tax Saver Fund93.827.716.717.8
Invesco India Tax Plan Fund99.423.113.017.8
ICICI Prudential Long Term Equity Fund (Tax Saving)714.025.913.817.3
Canara Robeco Equity Tax Saver Fund137.627.617.417.2
Franklin India Taxshield Fund1,066.628.913.116.4
SBI Long Term Equity Fund285.929.015.516.1
Sundaram Tax Savings Fund389.126.913.115.8
Baroda BNP Paribas ELSS Fund70.122.913.315.8
HDFC Taxsaver Fund953.928.913.215.7
Nippon India Tax Saver (ELSS) Fund93.828.910.515.6
LIC MF Tax Plan Fund122.924.513.115.5
HSBC ELSS Fund95.024.110.915.5
Aditya Birla Sun Life ELSS Tax Relief 96 Fund47.314.47.615.3
Edelweiss Long Term Equity Fund (Tax Savings)89.426.113.415.2
UTI Long Term Equity Fund167.124.613.915.1
Taurus Tax Shield Fund139.623.012.014.8
Union Tax Saver (ELSS) Fund49.627.415.614.2
Quantum Tax Saving Fund87.425.410.913.8
Groww ELSS Tax Saver Fund15.821.710.9
IDBI Equity Advantage Fund47.721.711.3
ITI Long Term Equity Fund16.822.4
Mahindra Manulife ELSS Fund23.929.515.1
Mirae Asset Tax Saver Fund37.628.217.7
Motilal Oswal Long Term Equity Fund34.326.913.2
Parag Parikh Tax Saver Fund22.829.9
PGIM India ELSS Tax Saver Fund29.729.115.6
Shriram Long Term Equity Fund17.919.4

Source: AFMI

Click to read more about ELSS Scheme List with AUM, NAV (Regular & Direct) & Benchmark Indices

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