+91-22-4891390911 Best Tax Saving ELSS Mutual Funds 2026
Best elss Funds or Equity Linked Savings Schemes are equity diversified Mutual Funds that majorly invest in equity-linked instruments (like shares and stocks) to provide market-linked returns and help save direct tax on income. Typically, 80% of the fund corpus is invested in equity and the remaining in debt instruments.
ELSS funds are also known as the tax saving Mutual Funds as they offer tax benefits under Section 80C of the income tax Act. Moreover, the ELSS Mutual Funds are open-ended, which means that the investors can subscribe in these funds as and when they want.
Who Can Invest in ELSS Fund?
Generally, ELSS mutual funds are suitable for all kinds of investors who are willing to take market-linked risks for Tax Planning and saving money. Anyone can invest in ELSS funds at any point of time in their life. However, it is suggested to invest in tax saving ELSS funds during the early stage of your career so that your money grows over time and you earn better returns. Hence, save tax and earn good returns both at the same time by Investing in best ELSS funds. Investors should be aware that amount invested in ELSS funds is locked for 3 Years.
Investors can invest in ELSS mutual funds as lumpsum (One Time) of SIP (Systematic Investment plan). It is advised for beginners to generally invest using SIP as it better suited for them.
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Other Tax Saving Options
Other tax saving options under Section 80C includes:
- Life Insurance Premium
- Tax saving fixed deposits
- PPF
- NSC
- EPF
- Unit Linked Equity Plans (ULIP)
One should know combines limit of saving under section 80c is limited to 1.5 Lakhs Per Financial year.
Fund Selection Methodology used to find 11 funds
Top 11 Best Performing ELSS Mutual Funds for Investment in FY 26 - 27
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Tata India Tax Savings Fund Growth ₹47.4123
↓ -0.07 ₹4,664 6 6.9 9.2 12.3 11.8 4.9 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 9.7 15.1 16.9 20.8 10 JM Tax Gain Fund Growth ₹52.8013
↑ 0.14 ₹242 10.2 16.4 8.7 15.5 13.6 2.5 BNP Paribas Long Term Equity Fund (ELSS) Growth ₹100.574
↓ -0.35 ₹917 5.8 7.2 6.3 14.8 11.1 4.8 BOI AXA Tax Advantage Fund Growth ₹165.57
↑ 0.33 ₹1,395 4.2 6.2 5.8 12.2 10.5 -3.5 Invesco India Tax Plan Growth ₹127.95
↓ -0.05 ₹2,699 10.2 12.1 1.6 12.2 9.5 -2.8 Sundaram Diversified Equity Fund Growth ₹210.85
↓ -0.18 ₹1,303 2.5 -1.8 -4.2 6.8 7.5 7.1 Edelweiss Long Term Equity Fund Growth ₹116.67
↓ -0.11 ₹455 5.8 6.7 7.6 12.9 10.9 6.7 UTI Long Term Equity Fund Growth ₹201.06
↓ -0.23 ₹3,524 4 1.6 -1.3 8.1 6.9 4.5 LIC MF Tax Plan Growth ₹148.201
↓ -0.06 ₹1,030 6.2 3.1 -2.4 9.2 8.4 0.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Sep 26 Research Highlights & Commentary of 11 Funds showcased
Commentary Tata India Tax Savings Fund HDFC Long Term Advantage Fund IDBI Equity Advantage Fund JM Tax Gain Fund BNP Paribas Long Term Equity Fund (ELSS) BOI AXA Tax Advantage Fund Invesco India Tax Plan Sundaram Diversified Equity Fund Edelweiss Long Term Equity Fund UTI Long Term Equity Fund LIC MF Tax Plan Point 1 Highest AUM (₹4,664 Cr). Upper mid AUM (₹1,318 Cr). Bottom quartile AUM (₹485 Cr). Bottom quartile AUM (₹242 Cr). Lower mid AUM (₹917 Cr). Upper mid AUM (₹1,395 Cr). Upper mid AUM (₹2,699 Cr). Lower mid AUM (₹1,303 Cr). Bottom quartile AUM (₹455 Cr). Top quartile AUM (₹3,524 Cr). Lower mid AUM (₹1,030 Cr). Point 2 Established history (11+ yrs). Established history (25+ yrs). Established history (12+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (17+ yrs). Established history (19+ yrs). Established history (26+ yrs). Established history (17+ yrs). Established history (26+ yrs). Oldest track record among peers (27 yrs). Point 3 Top rated. Rating: 3★ (lower mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (top quartile). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 11.77% (upper mid). 5Y return: 17.39% (top quartile). 5Y return: 9.97% (lower mid). 5Y return: 13.55% (top quartile). 5Y return: 11.10% (upper mid). 5Y return: 10.51% (lower mid). 5Y return: 9.53% (lower mid). 5Y return: 7.54% (bottom quartile). 5Y return: 10.87% (upper mid). 5Y return: 6.93% (bottom quartile). 5Y return: 8.38% (bottom quartile). Point 6 3Y return: 12.27% (lower mid). 3Y return: 20.64% (top quartile). 3Y return: 20.84% (top quartile). 3Y return: 15.49% (upper mid). 3Y return: 14.75% (upper mid). 3Y return: 12.23% (lower mid). 3Y return: 12.21% (lower mid). 3Y return: 6.80% (bottom quartile). 3Y return: 12.87% (upper mid). 3Y return: 8.11% (bottom quartile). 3Y return: 9.18% (bottom quartile). Point 7 1Y return: 9.17% (upper mid). 1Y return: 35.51% (top quartile). 1Y return: 16.92% (top quartile). 1Y return: 8.67% (upper mid). 1Y return: 6.32% (lower mid). 1Y return: 5.79% (lower mid). 1Y return: 1.56% (lower mid). 1Y return: -4.20% (bottom quartile). 1Y return: 7.57% (upper mid). 1Y return: -1.28% (bottom quartile). 1Y return: -2.41% (bottom quartile). Point 8 Alpha: 3.16 (upper mid). Alpha: 1.75 (lower mid). Alpha: 1.78 (upper mid). Alpha: 5.40 (top quartile). Alpha: 2.86 (upper mid). Alpha: -0.56 (lower mid). Alpha: -2.23 (lower mid). Alpha: -7.12 (bottom quartile). Alpha: 3.50 (top quartile). Alpha: -3.45 (bottom quartile). Alpha: -5.55 (bottom quartile). Point 9 Sharpe: 0.13 (lower mid). Sharpe: 2.27 (top quartile). Sharpe: 1.21 (top quartile). Sharpe: 0.22 (upper mid). Sharpe: 0.14 (upper mid). Sharpe: -0.10 (lower mid). Sharpe: -0.18 (lower mid). Sharpe: -0.44 (bottom quartile). Sharpe: 0.17 (upper mid). Sharpe: -0.25 (bottom quartile). Sharpe: -0.36 (bottom quartile). Point 10 Information ratio: 0.02 (lower mid). Information ratio: -0.15 (lower mid). Information ratio: -1.13 (bottom quartile). Information ratio: 0.70 (top quartile). Information ratio: 0.74 (top quartile). Information ratio: 0.08 (upper mid). Information ratio: 0.06 (upper mid). Information ratio: -1.43 (bottom quartile). Information ratio: 0.19 (upper mid). Information ratio: -0.95 (bottom quartile). Information ratio: -0.44 (lower mid). Tata India Tax Savings Fund
HDFC Long Term Advantage Fund
IDBI Equity Advantage Fund
JM Tax Gain Fund
BNP Paribas Long Term Equity Fund (ELSS)
BOI AXA Tax Advantage Fund
Invesco India Tax Plan
Sundaram Diversified Equity Fund
Edelweiss Long Term Equity Fund
UTI Long Term Equity Fund
LIC MF Tax Plan
*Above is list of top ELSS (Equity Linked Saving Scheme) having AUM/Net Assets above than 500 Crore and having fund age >= 3 years.
To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation.. Research Highlights for Tata India Tax Savings Fund Below is the key information for Tata India Tax Savings Fund Returns up to 1 year are on To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments Research Highlights for HDFC Long Term Advantage Fund Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income-tax deduction(under section 80C of the Income-tax Act, 1961) on their investments. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to be eligible for income-tax benefits under Section 80C. There can be no assurance that the investment objective under the scheme will be realized. Research Highlights for IDBI Equity Advantage Fund Below is the key information for IDBI Equity Advantage Fund Returns up to 1 year are on The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. Research Highlights for JM Tax Gain Fund Below is the key information for JM Tax Gain Fund Returns up to 1 year are on The investment objective of the Scheme is 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 fromtime to time. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. Research Highlights for BNP Paribas Long Term Equity Fund (ELSS) Below is the key information for BNP Paribas Long Term Equity Fund (ELSS) Returns up to 1 year are on The Scheme seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns.(There can be no assurance that the investment objectives of the Scheme will be realized.) Research Highlights for BOI AXA Tax Advantage Fund Below is the key information for BOI AXA Tax Advantage Fund Returns up to 1 year are on The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities. Research Highlights for Invesco India Tax Plan Below is the key information for Invesco India Tax Plan Returns up to 1 year are on To achieve capital appreciation by investing
predominantly in equities and equity-related
instruments. A three-year lock-in period shall
apply in line with the regulation for ELSS
schemes. Research Highlights for Sundaram Diversified Equity Fund Below is the key information for Sundaram Diversified Equity Fund Returns up to 1 year are on (Erstwhile Edelweiss ELSS Fund) The primary objective of the scheme is to generate long-term capital appreciation with an option of periodic payouts at the end of lock in periods from a portfolio that invests predominantly in equity and equity related instruments. Research Highlights for Edelweiss Long Term Equity Fund Below is the key information for Edelweiss Long Term Equity Fund Returns up to 1 year are on (Erstwhile UTI Long Term Equity Fund (Tax Saving)) The funds collected under the scheme shall be invested in equities, fully convertible debentures/ bonds and warrants of companies. Investment may also be made in issues of partly convertible debentures/bonds including those issued on rights basis subject to the condition that, as far as possible, the non-convertible portion of the debentures/bonds so acquired or subscribed shall be disinvested within a period of twelve months from their acquisition. Research Highlights for UTI Long Term Equity Fund Below is the key information for UTI Long Term Equity Fund Returns up to 1 year are on The investment objective of the scheme is to provide capital growth along with tax rebate and tax relief to our investors through prudent investments in the stock markets. However, there is no assurance that the investment objective of the Scheme will be realised. Research Highlights for LIC MF Tax Plan Below is the key information for LIC MF Tax Plan Returns up to 1 year are on 1. Tata India Tax Savings Fund
Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (04 Sep 26) ₹47.4123 ↓ -0.07 (-0.14 %) Net Assets (Cr) ₹4,664 on 31 Jul 26 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.13 Information Ratio 0.02 Alpha Ratio 3.16 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0% 3 Month 6% 6 Month 6.9% 1 Year 9.2% 3 Year 12.3% 5 Year 11.8% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.9% 2023 19.5% 2022 24% 2021 5.9% 2020 30.4% 2019 11.9% 2018 13.6% 2017 -8.4% 2016 46% 2015 2.1% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Data below for Tata India Tax Savings Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. HDFC Long Term Advantage Fund
HDFC Long Term Advantage Fund
Growth Launch Date 2 Jan 01 NAV (14 Jan 22) ₹595.168 ↑ 0.28 (0.05 %) Net Assets (Cr) ₹1,318 on 30 Nov 21 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.25 Sharpe Ratio 2.27 Information Ratio -0.15 Alpha Ratio 1.75 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 4.4% 3 Month 1.2% 6 Month 15.4% 1 Year 35.5% 3 Year 20.6% 5 Year 17.4% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Data below for HDFC Long Term Advantage Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. IDBI Equity Advantage Fund
IDBI Equity Advantage Fund
Growth Launch Date 10 Sep 13 NAV (28 Jul 23) ₹43.39 ↑ 0.04 (0.09 %) Net Assets (Cr) ₹485 on 30 Jun 23 Category Equity - ELSS AMC IDBI Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.39 Sharpe Ratio 1.21 Information Ratio -1.13 Alpha Ratio 1.78 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 3.1% 3 Month 9.7% 6 Month 15.1% 1 Year 16.9% 3 Year 20.8% 5 Year 10% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for IDBI Equity Advantage Fund
Name Since Tenure Data below for IDBI Equity Advantage Fund as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. JM Tax Gain Fund
JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (04 Sep 26) ₹52.8013 ↑ 0.14 (0.26 %) Net Assets (Cr) ₹242 on 31 Jul 26 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio 0.22 Information Ratio 0.7 Alpha Ratio 5.4 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.7% 3 Month 10.2% 6 Month 16.4% 1 Year 8.7% 3 Year 15.5% 5 Year 13.6% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.5% 2023 29% 2022 30.9% 2021 0.5% 2020 32.2% 2019 18.3% 2018 14.9% 2017 -4.6% 2016 42.6% 2015 5.2% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Data below for JM Tax Gain Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. BNP Paribas Long Term Equity Fund (ELSS)
BNP Paribas Long Term Equity Fund (ELSS)
Growth Launch Date 5 Jan 06 NAV (04 Sep 26) ₹100.574 ↓ -0.35 (-0.35 %) Net Assets (Cr) ₹917 on 31 Jul 26 Category Equity - ELSS AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.21 Sharpe Ratio 0.14 Information Ratio 0.74 Alpha Ratio 2.86 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for BNP Paribas Long Term Equity Fund (ELSS)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -1.5% 3 Month 5.8% 6 Month 7.2% 1 Year 6.3% 3 Year 14.8% 5 Year 11.1% 10 Year 15 Year Since launch 11.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.8% 2023 23.6% 2022 31.3% 2021 -2.1% 2020 23.6% 2019 17.8% 2018 14.3% 2017 -9.3% 2016 42.3% 2015 -6.6% Fund Manager information for BNP Paribas Long Term Equity Fund (ELSS)
Name Since Tenure Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (04 Sep 26) ₹165.57 ↑ 0.33 (0.20 %) Net Assets (Cr) ₹1,395 on 31 Jul 26 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.1 Information Ratio 0.08 Alpha Ratio -0.56 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -0.1% 3 Month 4.2% 6 Month 6.2% 1 Year 5.8% 3 Year 12.2% 5 Year 10.5% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.5% 2023 21.6% 2022 34.8% 2021 -1.3% 2020 41.5% 2019 31.2% 2018 14.6% 2017 -16.3% 2016 57.7% 2015 -1.2% Fund Manager information for BOI AXA Tax Advantage Fund
Name Since Tenure Data below for BOI AXA Tax Advantage Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Invesco India Tax Plan
Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (04 Sep 26) ₹127.95 ↓ -0.05 (-0.04 %) Net Assets (Cr) ₹2,699 on 31 Jul 26 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio -0.18 Information Ratio 0.06 Alpha Ratio -2.23 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.9% 3 Month 10.2% 6 Month 12.1% 1 Year 1.6% 3 Year 12.2% 5 Year 9.5% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -2.8% 2023 25.2% 2022 30.9% 2021 -7.7% 2020 32.6% 2019 19.2% 2018 9.4% 2017 -1.3% 2016 35.7% 2015 3.4% Fund Manager information for Invesco India Tax Plan
Name Since Tenure Data below for Invesco India Tax Plan as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Sundaram Diversified Equity Fund
Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (04 Sep 26) ₹210.85 ↓ -0.18 (-0.08 %) Net Assets (Cr) ₹1,303 on 31 Jul 26 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.44 Information Ratio -1.43 Alpha Ratio -7.12 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -1.9% 3 Month 2.5% 6 Month -1.8% 1 Year -4.2% 3 Year 6.8% 5 Year 7.5% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.1% 2023 12% 2022 23.3% 2021 4% 2020 31.5% 2019 9.9% 2018 6.2% 2017 -10.6% 2016 38.4% 2015 6.8% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure Data below for Sundaram Diversified Equity Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Edelweiss Long Term Equity Fund
Edelweiss Long Term Equity Fund
Growth Launch Date 30 Dec 08 NAV (04 Sep 26) ₹116.67 ↓ -0.11 (-0.09 %) Net Assets (Cr) ₹455 on 31 Jul 26 Category Equity - ELSS AMC Edelweiss Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.34 Sharpe Ratio 0.17 Information Ratio 0.19 Alpha Ratio 3.5 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Edelweiss Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -0.8% 3 Month 5.8% 6 Month 6.7% 1 Year 7.6% 3 Year 12.9% 5 Year 10.9% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.7% 2023 20% 2022 26.8% 2021 -0.1% 2020 30.4% 2019 13.7% 2018 9.2% 2017 -9.1% 2016 37.7% 2015 -1.1% Fund Manager information for Edelweiss Long Term Equity Fund
Name Since Tenure Data below for Edelweiss Long Term Equity Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. UTI Long Term Equity Fund
UTI Long Term Equity Fund
Growth Launch Date 15 Dec 99 NAV (04 Sep 26) ₹201.06 ↓ -0.23 (-0.11 %) Net Assets (Cr) ₹3,524 on 31 Jul 26 Category Equity - ELSS AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.25 Information Ratio -0.95 Alpha Ratio -3.45 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for UTI Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -2.3% 3 Month 4% 6 Month 1.6% 1 Year -1.3% 3 Year 8.1% 5 Year 6.9% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.5% 2023 13.9% 2022 24.3% 2021 -3.5% 2020 33.1% 2019 20.2% 2018 10.4% 2017 -6.5% 2016 33.1% 2015 3.3% Fund Manager information for UTI Long Term Equity Fund
Name Since Tenure Data below for UTI Long Term Equity Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 11. LIC MF Tax Plan
LIC MF Tax Plan
Growth Launch Date 3 Feb 99 NAV (04 Sep 26) ₹148.201 ↓ -0.06 (-0.04 %) Net Assets (Cr) ₹1,030 on 31 Jul 26 Category Equity - ELSS AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 2.01 Sharpe Ratio -0.36 Information Ratio -0.44 Alpha Ratio -5.55 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for LIC MF Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -2% 3 Month 6.2% 6 Month 3.1% 1 Year -2.4% 3 Year 9.2% 5 Year 8.4% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.8% 2023 22.6% 2022 26.3% 2021 -1.6% 2020 26.2% 2019 8.9% 2018 11.9% 2017 -1.1% 2016 37.3% 2015 3.3% Fund Manager information for LIC MF Tax Plan
Name Since Tenure Data below for LIC MF Tax Plan as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
ELSS SIP Calculator
Know Your SIP Returns
Investment Modes in ELSS
SIP (Systematic Investment Plan) in ELSS
One can choose SIP as an investment mode for invest in Tax Saving Mutual Funds (ELSS) as certain amount is invested every month.
As shown in sample below-
| Month | Amount | Mode | |||
|---|---|---|---|---|---|
| April | 12,500 | SIP | May | 12,500 | SIP |
| June | 12,500 | SIP | July | 12,500 | SIP |
| August | 12,500 | SIP | September | 12,500 | SIP |
| October | 12,500 | SIP | November | 12,500 | SIP |
| December | 12,500 | SIP | January | 12,500 | SIP |
| Feburary | 12,500 | SIP | March | 12,500 | SIP |
| Total | 1,50,000 |
While investing through SIP method SIP benefits of Rupee Cost averaging are reaped as it scatter purchases every month and invest is made at an average price rather than at particular price which might be the case with Lumpsum Investments.
Lumpsum Investment in ELSS
As one might be saving in other tax saving intruments like ULIP, NSC, PF/EPF, insurance (under Sector 80c) one can decide whatever amount is needed to save tax after deducting other instruments and invest as Lumpsum purchases over the year or one time near end of Financial Year (Jan - Mar).
Tips to Invest in Best Tax Saving ELSS Funds
Invest in best ELSS Funds via a SIP (Systematic Investment Plan) in the beginning of the financial year (i.e. in April) and not when the financial year is ending
Choose an ELSS Mutual Fund carefully among the list of best ELSS Funds, and invest in the same for a year instead of jumping to other tax saving ELSS funds every year
Good ELSS returns can be achieved when invested for 5-7 years, so it is suggested not to pull out money once your lock-in ends after 3 years. Try holding it for a longer duration to earn better returns
If you are a risk-averse investor and want a less-volatile fund, consider investing in a large-cap Mutual Fund
How to Invest in ELSS Funds Online?
Open Free Investment Account for Lifetime at Fincash.com
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Nice article. Highly recommended for guys who are looking to save tax under section 80c.