Mutual Fund Category AMFI: 'Equity Scheme - ELSS', 'Equity Schemes - ELSS- Tax Saver Fund'

ELSS Funds

Empirical historical performance, risk metrics vs benchmark, and constituent schemes rolling return analytics.

About this Category

Overview

Minimum investment in equity & equity related instruments - 80% of total assets

Goal

Tax benefits under old tax regime.

Taxation

Taxed as equity.

Questions

How do returns compare vs flexicap and multicap funds?

Analyze rolling returns, drawdowns, win/loss distributions, and risk metrics for the CATEGORY-ELSS-FUNDS benchmark series. View ELSS Funds Series Details

End Amount

₹154,289.15

Initial: ₹10000 (Lumpsum)

Category CAGR

16.62%

ELSS Funds Return

Benchmark CAGR

14.85%

NIFTY500

Inflation Adj. CAGR

10.00%

Real Annualized Return

Alpha

0.03

Excess Return vs Benchmark

Beta

0.86

Volatility vs Benchmark

Sharpe Ratio

0.64

Risk-Adjusted Return

Sortino Ratio

1.04

Downside Risk-Adjusted Return

ELSS Funds vs Benchmark vs Inflation

Constituent Mutual Fund Schemes (40) Click column headers to sort by rolling return percentiles across 5-year and 10-year horizons.

Return statistics cached as of October 31, 2026 (cached version)

Scheme Name	2.5Th percentile return for 5 Years	Median percentile return for 5 Years	2.5Th percentile return for 10 Years	Median percentile return for 10 years
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan MF_119544	5.32%	12.15%	9.99%	13.04%
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option MF_120503	5.89%	14.69%	11.59%	14.18%
BANDHAN ELSS - Tax Saver Fund - Direct Plan - Growth MF_118473	3.52%	17.77%	14.37%	17.33%
BANK OF INDIA ELSS Tax Saver FUND -Direct Plan- Growth MF_119351	7.47%	17.58%	15.20%	17.60%
BAJAJ FINSERV ELSS - TAX SAVER FUND - DIRECT - GROWTH MF_153201	-	-	-	-
BARODA BNP PARIBAS ELSS Tax Saver Fund - Direct Plan - Growth Option MF_150159	-	-	-	-
CANARA ROBECO ELSS - TAX SAVER FUND - DIRECT PLAN - GROWTH OPTION MF_118285	6.76%	16.73%	13.69%	15.99%
DSP ELSS Tax Saver Fund - Direct Plan - Growth MF_119242	7.31%	17.52%	14.45%	17.36%
Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option MF_118620	3.47%	14.17%	12.05%	14.36%
Franklin India ELSS Tax Saver Fund - Direct - Growth MF_118540	2.41%	14.37%	12.39%	15.02%
Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)- Direct Plan- Growth Option MF_141808	7.12%	14.97%	-	-
HDFC ELSS - Tax Saver Fund - Growth Option - Direct Plan MF_119060	1.45%	13.71%	12.50%	14.67%
HSBC ELSS Tax saver Fund - Direct Growth MF_151078	-	-	-	-
HSBC Tax Saver Equity Fund - Growth Direct MF_120079	3.65%	14.63%	12.62%	14.97%
ICICI Prudential ELSS - Tax Saver Fund - Direct Plan - Growth MF_120592	5.01%	14.77%	12.19%	14.77%
ITI ELSS Tax Saver Fund - Direct Plan - Growth Option MF_147541	-	-	-	-
Invesco India ELSS Tax Saver Fund - Direct Plan - Growth MF_120416	7.39%	16.37%	13.29%	16.04%
JM ELSS - Tax Saver Fund (Direct) - Growth Option MF_120494	6.38%	17.63%	15.08%	17.30%
Kotak ELSS Tax Saver Fund-Growth - Direct MF_119773	6.38%	16.88%	13.72%	16.22%
LIC MF ELSS Tax Saver Fund-Direct Plan-Growth MF_120270	4.04%	14.43%	11.60%	14.01%
Mahindra Manulife ELSS Tax Saver Fund - Direct Plan -Growth MF_139781	9.16%	15.95%	11.73%	11.81%
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth MF_135781	11.34%	20.07%	15.57%	18.15%
Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option MF_133386	7.89%	17.44%	15.98%	18.04%
NAVI ELSS TAX SAVER NIFTY 50 INDEX FUND - DIRECT PLAN GROWTH MF_151471	-	-	-	-
NJ ELSS Tax Saver Fund Direct Growth MF_151611	-	-	-	-
Navi ELSS Tax Saver Fund- Direct Plan- Growth Option MF_135654	8.76%	14.00%	12.16%	13.39%
Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan - Growth Option MF_118803	-1.86%	11.63%	9.42%	12.71%
PGIM India ELSS Tax Saver Fund - Direct Plan - Growth Option MF_135601	10.67%	16.35%	12.71%	14.08%
Parag Parikh ELSS Tax Saver Fund- Direct Growth MF_147481	-	-	-	-
quant ELSS Tax Saver Fund - Growth Option - Direct Plan MF_120847	7.65%	23.06%	19.42%	22.12%
Quantum ELSS Tax Saver Fund - Direct Plan Growth Option MF_111549	3.39%	13.83%	7.70%	12.98%
SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH MF_119723	2.21%	14.75%	13.53%	15.66%
Samco ELSS Tax Saver Fund - Direct Plan - Growth Option MF_150838	-	-	-	-
Shriram ELSS Tax Saver Fund - Direct Growth MF_145819	6.02%	15.79%	-	-
Sundaram ELSS Tax Saver Fund Direct Plan Growth MF_149570	-	-	-	-
Tata ELSS Fund-Growth-Direct Plan MF_132756	6.75%	15.29%	13.50%	15.41%
Taurus ELSS Tax Saver Fund - Direct Plan - Growth MF_118866	5.98%	14.22%	12.39%	14.31%
UTI ELSS Tax Saver Fund - Direct Plan - Growth Option MF_120715	4.92%	14.36%	11.41%	13.79%
Union ELSS Tax Saver Fund - Direct Plan - Growth Option MF_119307	2.19%	13.85%	11.10%	13.70%
WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth MF_150587	-	-	-	-