+91-22-48913909Best ELSS Mutual Funds for SIP Investment in 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. Typically, 80% of the fund corpus is invested in equity and the remaining in debt instruments. Best 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 & offer 2 modes of investments
- Lump sum Investment
- SIP (Systematic Investment plan) Investment
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Fund Selection Methodology used to find 5 funds
Top 5 Best Performing ELSS Mutual Funds SIP FY 26 - 27
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.. Below is the key information for Tata India Tax Savings Fund Returns up to 1 year are on The investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related securities. There can be no assurance that the investment objective of the scheme will be realised. Research Highlights for Bandhan Tax Advantage (ELSS) Fund Below is the key information for Bandhan Tax Advantage (ELSS) Fund Returns up to 1 year are on An Open-ended equity linked savings scheme (ELSS) with the objective of long term growth of capital through a portfolio with a target allocation of 80% equity,
20% debt and money market securities Research Highlights for Aditya Birla Sun Life Tax Relief '96 Below is the key information for Aditya Birla Sun Life Tax Relief '96 Returns up to 1 year are on The primary investment objective of the Scheme is to seek to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, and to enable investors to avail of a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. Research Highlights for DSP Tax Saver Fund Below is the key information for DSP Tax Saver 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 1. Tata India Tax Savings Fund
Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (08 Apr 26) ₹43.6783 ↑ 1.63 (3.87 %) Net Assets (Cr) ₹4,674 on 28 Feb 26 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 1.18 Information Ratio -0.21 Alpha Ratio 2.29 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 8 Apr 26 Duration Returns 1 Month -1.3% 3 Month -4.8% 6 Month -1.5% 1 Year 11.4% 3 Year 15.4% 5 Year 13.3% 10 Year 15 Year Since launch 13.7% 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 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Bandhan Tax Advantage (ELSS) Fund
Bandhan Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (08 Apr 26) ₹147.501 ↑ 4.69 (3.28 %) Net Assets (Cr) ₹7,056 on 28 Feb 26 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 0.99 Information Ratio -0.45 Alpha Ratio -0.03 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Bandhan Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -2% 3 Month -5.8% 6 Month -3.2% 1 Year 8.6% 3 Year 14.1% 5 Year 13.7% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 13.1% 2022 28.3% 2021 4.2% 2020 49.2% 2019 18.7% 2018 1.9% 2017 -9.4% 2016 53.4% 2015 0.4% Fund Manager information for Bandhan Tax Advantage (ELSS) Fund
Name Since Tenure Data below for Bandhan Tax Advantage (ELSS) Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Aditya Birla Sun Life Tax Relief '96
Aditya Birla Sun Life Tax Relief '96
Growth Launch Date 6 Mar 08 NAV (08 Apr 26) ₹58.65 ↑ 2.07 (3.66 %) Net Assets (Cr) ₹14,788 on 28 Feb 26 Category Equity - ELSS AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 1.21 Information Ratio -0.63 Alpha Ratio 2.15 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Aditya Birla Sun Life Tax Relief '96
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -0.6% 3 Month -6% 6 Month -3.6% 1 Year 11.8% 3 Year 14.7% 5 Year 8.8% 10 Year 15 Year Since launch 10.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 9.3% 2023 16.4% 2022 18.9% 2021 -1.4% 2020 12.7% 2019 15.2% 2018 4.3% 2017 -4.5% 2016 43.2% 2015 3.4% Fund Manager information for Aditya Birla Sun Life Tax Relief '96
Name Since Tenure Data below for Aditya Birla Sun Life Tax Relief '96 as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. DSP Tax Saver Fund
DSP Tax Saver Fund
Growth Launch Date 18 Jan 07 NAV (08 Apr 26) ₹134.685 ↑ 5.55 (4.30 %) Net Assets (Cr) ₹17,250 on 28 Feb 26 Category Equity - ELSS AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.64 Sharpe Ratio 1.08 Information Ratio 0.87 Alpha Ratio 1.05 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for DSP Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -1.9% 3 Month -6.9% 6 Month -3% 1 Year 6.7% 3 Year 18.4% 5 Year 15.1% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 2023 23.9% 2022 30% 2021 4.5% 2020 35.1% 2019 15% 2018 14.8% 2017 -7.6% 2016 36.3% 2015 11.3% Fund Manager information for DSP Tax Saver Fund
Name Since Tenure Data below for DSP Tax Saver Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. 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 8 Apr 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
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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Research Highlights for Tata India Tax Savings Fund