4 Best Tax Saving ELSS Mutual Funds FY 26 - 27

Updated on August 30, 2026 , 11574 views

ELSS (Equity Linked Saving Scheme) is one of the best tax-saving options that help you save a lot of money on income tax along with earning capital appreciation on investments.

Tax Saving ELSS funds allow tax exemptions up to INR 1,50,000 under Section 80C of the Income Tax Act. Therefore, by Investing in these tax saving Mutual Funds, even the investors in the highest tax bracket of 30% can avail tax exemptions of around INR 46,000 for a particular financial year along with earning good returns.

ELSS are market-linked investments, you are suggested to carry out investments in these funds wisely so as to avert long-term losses and risks.

Benefits of Investing in ELSS Funds FY 26 - 27

ELSS mutual funds provide tax exemptions up to INR 1,50,000.
The returns are much higher than the returns offered by other Tax Saving Investment options.
ELSS have the shortest lock-in period of 3 years, which is comparatively much less than other tax saving investments.
ELSS funds offer an option to invest via SIP, so the investors can easily manage their ELSS investment by investing small amounts monthly.

All the above-mentioned factors make ELSS one of the best tax saving options.

If you are planning to invest, then SIP (Systematic Investment plan) is one of the best ways to invest money in ELSS. The regular investment habit keeps your Portfolio disciplined and balanced. Also, the hassle of arranging money for a lump sum at the last moment of the tax calendar is eliminated. In SIP, you can fix the investment amount, which can be as low as Rs. 500, and a date where your money will be auto-deducted from your Bank account to ELSS funds.

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Fund Selection Methodology used to find 4 funds

Category: Equity
Sub-category: ELSS
AUM Range: 100 to 50000 Cr
Sorted On : Return since inception (high to low)
No Of Funds: 4

Top 4 Best performing Tax Saving ELSS Mutual Funds

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)	Since launch (%)
ICICI Prudential Long Term Equity Fund (Tax Saving) Growth	₹935.84 ↓ -9.90	₹14,292	5.3	-0.2	0.7	11.3	10.1	9.9	18.3
Canara Robeco Equity Tax Saver Growth	₹179.25 ↓ -1.27	₹8,758	5.1	1.3	3.3	11.5	9.5	5.3	17.8
BOI AXA Tax Advantage Fund Growth	₹165.8 ↓ -0.29	₹1,395	4.4	3.5	6.1	12.8	10.8	-3.5	17.4
Bandhan Tax Advantage (ELSS) Fund Growth	₹155.464 ↓ -0.39	₹6,911	4.5	0.9	3.9	9.3	11.5	8	16.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Sep 26

Research Highlights & Commentary of 4 Funds showcased

Commentary	ICICI Prudential Long Term Equity Fund (Tax Saving)	Canara Robeco Equity Tax Saver	BOI AXA Tax Advantage Fund	Bandhan Tax Advantage (ELSS) Fund
Point 1	Highest AUM (₹14,292 Cr).	Upper mid AUM (₹8,758 Cr).	Bottom quartile AUM (₹1,395 Cr).	Lower mid AUM (₹6,911 Cr).
Point 2	Oldest track record among peers (27 yrs).	Established history (17+ yrs).	Established history (17+ yrs).	Established history (17+ yrs).
Point 3	Rating: 2★ (lower mid).	Rating: 1★ (bottom quartile).	Rating: 3★ (upper mid).	Top rated.
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 10.09% (lower mid).	5Y return: 9.50% (bottom quartile).	5Y return: 10.80% (upper mid).	5Y return: 11.49% (top quartile).
Point 6	3Y return: 11.34% (lower mid).	3Y return: 11.53% (upper mid).	3Y return: 12.79% (top quartile).	3Y return: 9.27% (bottom quartile).
Point 7	1Y return: 0.68% (bottom quartile).	1Y return: 3.25% (lower mid).	1Y return: 6.05% (top quartile).	1Y return: 3.93% (upper mid).
Point 8	Alpha: -1.73 (bottom quartile).	Alpha: 0.04 (upper mid).	Alpha: -0.56 (lower mid).	Alpha: 0.89 (top quartile).
Point 9	Sharpe: -0.15 (lower mid).	Sharpe: -0.06 (top quartile).	Sharpe: -0.10 (upper mid).	Sharpe: -0.29 (bottom quartile).
Point 10	Information ratio: -0.08 (upper mid).	Information ratio: -0.16 (lower mid).	Information ratio: 0.08 (top quartile).	Information ratio: -0.51 (bottom quartile).

ICICI Prudential Long Term Equity Fund (Tax Saving)

Highest AUM (₹14,292 Cr).
Oldest track record among peers (27 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.09% (lower mid).
3Y return: 11.34% (lower mid).
1Y return: 0.68% (bottom quartile).
Alpha: -1.73 (bottom quartile).
Sharpe: -0.15 (lower mid).
Information ratio: -0.08 (upper mid).

Canara Robeco Equity Tax Saver

Upper mid AUM (₹8,758 Cr).
Established history (17+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.50% (bottom quartile).
3Y return: 11.53% (upper mid).
1Y return: 3.25% (lower mid).
Alpha: 0.04 (upper mid).
Sharpe: -0.06 (top quartile).
Information ratio: -0.16 (lower mid).

BOI AXA Tax Advantage Fund

Bottom quartile AUM (₹1,395 Cr).
Established history (17+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.80% (upper mid).
3Y return: 12.79% (top quartile).
1Y return: 6.05% (top quartile).
Alpha: -0.56 (lower mid).
Sharpe: -0.10 (upper mid).
Information ratio: 0.08 (top quartile).

Bandhan Tax Advantage (ELSS) Fund

Lower mid AUM (₹6,911 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.49% (top quartile).
3Y return: 9.27% (bottom quartile).
1Y return: 3.93% (upper mid).
Alpha: 0.89 (top quartile).
Sharpe: -0.29 (bottom quartile).
Information ratio: -0.51 (bottom quartile).

About the Fincash Research Team

At Fincash, our mission is to help investors make informed, confident decisions. With over 10 years in Mutual Fund distribution, our team blends deep industry expertise with a commitment to transparency, accuracy, and investor education.

Who We Are

AMFI Registration No.: 112358
MCA CIN: U74999MH2016PTC282153
Location: Thane, Maharashtra, India
Experience: 10+ years in Mutual Fund distribution

Our Expertise

Certified Mutual Fund Distributors with hands-on advisory experience.
Market analysts tracking performance, macro trends, and sectors.
Data specialists processing NAVs, allocations, and risk metrics from Morning Star.

Our Research Process

Data sourcing: SEBI-registered fund houses & verified third-party provider Morning Star
Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
Expert review: Senior team members review every article and list for accuracy.
Updates: Regular refreshes so performance data reflects current market conditions.

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Disclaimer

Content is for educational and informational purposes only and is not investment advice. Please consider your risk profile and consult a financial advisor before investing.

*Above is the list of Best elss Mutual Funds having Net Assets above 100 Crore sorted on annualized returns since launch / inception.

1. ICICI Prudential Long Term Equity Fund (Tax Saving)

To generate long-term capital appreciation through investments made primarily in equity and equity related securities of companies.

Research Highlights for ICICI Prudential Long Term Equity Fund (Tax Saving)

Highest AUM (₹14,292 Cr).
Oldest track record among peers (27 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.09% (lower mid).
3Y return: 11.34% (lower mid).
1Y return: 0.68% (bottom quartile).
Alpha: -1.73 (bottom quartile).
Sharpe: -0.15 (lower mid).
Information ratio: -0.08 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~8.1%).

Below is the key information for ICICI Prudential Long Term Equity Fund (Tax Saving)

ICICI Prudential Long Term Equity Fund (Tax Saving) Growth
Launch Date	19 Aug 99
NAV (01 Sep 26)	₹935.84 ↓ -9.90 (-1.05 %)
Net Assets (Cr)	₹14,292 on 31 Jul 26
Category	Equity - ELSS
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.15
Information Ratio	-0.08
Alpha Ratio	-1.73
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Aug 21	₹10,000
31 Aug 22	₹10,327
31 Aug 23	₹11,607
31 Aug 24	₹16,084
31 Aug 25	₹15,946
31 Aug 26	₹16,326

ICICI Prudential Long Term Equity Fund (Tax Saving) SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for ICICI Prudential Long Term Equity Fund (Tax Saving)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Sep 26

Duration	Returns
1 Month	-0.9%
3 Month	5.3%
6 Month	-0.2%
1 Year	0.7%
3 Year	11.3%
5 Year	10.1%
Since launch	18.3%
10 Year
15 Year

Historical performance (Yearly) on absolute basis

Year	Returns
2025	9.9%
2024	16.4%
2023	23.2%
2022	2.3%
2021	33.7%
2020	13.6%
2019	8.8%
2018	0.5%
2017	26%
2016	3.9%

Fund Manager information for ICICI Prudential Long Term Equity Fund (Tax Saving)

Name	Since	Tenure
Mittul Kalawadia	18 Sep 23	2.95 Yr.
Priyanka Khandelwal	2 Mar 26	0.5 Yr.
Sharmila D'Silva	31 Jul 22	4.09 Yr.

Data below for ICICI Prudential Long Term Equity Fund (Tax Saving) as on 31 Jul 26

Equity Sector Allocation

Sector	Value
Financial Services	29.33%
Consumer Cyclical	20.86%
Industrials	9.25%
Health Care	8.27%
Consumer Defensive	6.05%
Energy	5.77%
Basic Materials	5.37%
Technology	4.12%
Communication Services	3.63%
Utility	3.56%
Real Estate	1.53%

Asset Allocation

Asset Class	Value
Cash	2.25%
Equity	97.75%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| ICICIBANK	8%	₹1,158 Cr	8,065,055
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 17 \| HDFCBANK	7%	₹1,032 Cr	13,797,293
Axis Bank Ltd (Financial Services) Equity, Since 30 Nov 18 \| 532215	5%	₹769 Cr	6,250,772
Reliance Industries Ltd (Energy) Equity, Since 31 May 20 \| RELIANCE	5%	₹741 Cr	5,665,349
Avenue Supermarts Ltd (Consumer Defensive) Equity, Since 29 Feb 20 \| 540376	5%	₹724 Cr	1,846,866 ↑ 110,544
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 31 Dec 22 \| 532343	5%	₹716 Cr	1,659,277
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 May 17 \| SUNPHARMA	5%	₹697 Cr	3,500,914 ↓ -411,277
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Oct 18 \| LT	4%	₹634 Cr	1,608,689 ↓ -30,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 28 Feb 18 \| MARUTI	4%	₹529 Cr	371,642
NTPC Ltd (Utilities) Equity, Since 31 Oct 23 \| 532555	3%	₹485 Cr	13,975,435

2. Canara Robeco Equity Tax Saver

(ELSS Scheme) Seeking to provide long term capital appreciation by predominantly investing in equities and to facilitate the subscribers to seek tax benefits as provided under Section 80 C of the Income Tax Act, 1961. However, there can be no assurance that the investment objective of the scheme will be realized.

Research Highlights for Canara Robeco Equity Tax Saver

Upper mid AUM (₹8,758 Cr).
Established history (17+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.50% (bottom quartile).
3Y return: 11.53% (upper mid).
1Y return: 3.25% (lower mid).
Alpha: 0.04 (upper mid).
Sharpe: -0.06 (top quartile).
Information ratio: -0.16 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding ICICI Bank Ltd (~7.1%).

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver Growth
Launch Date	2 Feb 09
NAV (01 Sep 26)	₹179.25 ↓ -1.27 (-0.70 %)
Net Assets (Cr)	₹8,758 on 31 Jul 26
Category	Equity - ELSS
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆
Risk	Moderately High
Expense Ratio	1.69
Sharpe Ratio	-0.06
Information Ratio	-0.16
Alpha Ratio	0.04
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Aug 21	₹10,000
31 Aug 22	₹10,332
31 Aug 23	₹11,265
31 Aug 24	₹15,734
31 Aug 25	₹15,102
31 Aug 26	₹15,852

Canara Robeco Equity Tax Saver SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 Invest Now

Returns for Canara Robeco Equity Tax Saver

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Sep 26

Duration	Returns
1 Month	-0.5%
3 Month	5.1%
6 Month	1.3%
1 Year	3.3%
3 Year	11.5%
5 Year	9.5%
Since launch	17.8%
10 Year
15 Year

Historical performance (Yearly) on absolute basis

Year	Returns
2025	5.3%
2024	17.5%
2023	23.7%
2022	-0.2%
2021	35.1%
2020	27.4%
2019	10.7%
2018	2.7%
2017	32%
2016	0%

Fund Manager information for Canara Robeco Equity Tax Saver

Name	Since	Tenure
Vishal Mishra	26 Jun 21	5.18 Yr.
Shridatta Bhandwaldar	1 Oct 19	6.92 Yr.

Data below for Canara Robeco Equity Tax Saver as on 31 Jul 26

Equity Sector Allocation

Sector	Value
Financial Services	29.9%
Consumer Cyclical	16.03%
Industrials	12.8%
Health Care	8.3%
Basic Materials	6.19%
Consumer Defensive	5.31%
Technology	4.77%
Communication Services	4.33%
Energy	4.16%
Real Estate	2.78%
Utility	2.78%

Asset Allocation

Asset Class	Value
Cash	2.63%
Equity	97.36%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	7%	₹623 Cr	4,341,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 08 \| HDFCBANK	6%	₹536 Cr	7,170,168
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 19 \| RELIANCE	4%	₹364 Cr	2,787,000
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	4%	₹314 Cr	3,055,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 21 \| BHARTIARTL	4%	₹307 Cr	1,555,000 ↑ 20,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 20 \| LT	3%	₹293 Cr	743,119
Infosys Ltd (Technology) Equity, Since 31 Jul 18 \| INFY	3%	₹274 Cr	2,428,659 ↑ 200,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 19 \| 500034	3%	₹266 Cr	2,329,500
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 20 \| 532215	3%	₹232 Cr	1,883,000
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 May 24 \| DIVISLAB	2%	₹197 Cr	245,000 ↓ -5,000

3. BOI AXA Tax Advantage Fund

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

Bottom quartile AUM (₹1,395 Cr).
Established history (17+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.80% (upper mid).
3Y return: 12.79% (top quartile).
1Y return: 6.05% (top quartile).
Alpha: -0.56 (lower mid).
Sharpe: -0.10 (upper mid).
Information ratio: 0.08 (top quartile).
Top sector: Financial Services.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~86%).
High-quality debt (AAA/AA ~100%).
Largest holding State Bank of India (~5.3%).

Below is the key information for BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund Growth
Launch Date	25 Feb 09
NAV (01 Sep 26)	₹165.8 ↓ -0.29 (-0.17 %)
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
31 Aug 21	₹10,000
31 Aug 22	₹9,937
31 Aug 23	₹11,529
31 Aug 24	₹17,736
31 Aug 25	₹15,538
31 Aug 26	₹16,719

BOI AXA Tax Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for BOI AXA Tax Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Sep 26

Duration	Returns
1 Month	1.5%
3 Month	4.4%
6 Month	3.5%
1 Year	6.1%
3 Year	12.8%
5 Year	10.8%
Since launch	17.4%
10 Year
15 Year

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-3.5%
2024	21.6%
2023	34.8%
2022	-1.3%
2021	41.5%
2020	31.2%
2019	14.6%
2018	-16.3%
2017	57.7%
2016	-1.2%

Fund Manager information for BOI AXA Tax Advantage Fund

Name	Since	Tenure
Alok Singh	27 Apr 22	4.35 Yr.

Data below for BOI AXA Tax Advantage Fund as on 31 Jul 26

Equity Sector Allocation

Sector	Value
Financial Services	25.7%
Industrials	19.16%
Consumer Cyclical	10.67%
Basic Materials	7.92%
Consumer Defensive	5.49%
Utility	4.68%
Communication Services	3.32%
Health Care	3.2%
Technology	3.14%
Energy	2.11%
Real Estate	0.12%

Asset Allocation

Asset Class	Value
Cash	13.77%
Equity	86.11%
Debt	0.12%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 31 Oct 21 \| SBIN	5%	₹73 Cr	715,000 ↑ 76,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	5%	₹63 Cr	440,000 ↑ 50,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 Jul 23 \| HAL	4%	₹51 Cr	110,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 24 \| BHARTIARTL	3%	₹46 Cr	235,000
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| UNOMINDA	3%	₹39 Cr	330,439
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 30 Apr 25 \| ADANIPORTS	3%	₹38 Cr	224,000
Power Finance Corp Ltd (Financial Services) Equity, Since 28 Feb 26 \| 532810	3%	₹38 Cr	885,000
Quality Power Electrical Equipments Ltd (Industrials) Equity, Since 31 Jul 25 \| QPOWER	3%	₹37 Cr	324,293
NTPC Ltd (Utilities) Equity, Since 30 Apr 22 \| 532555	3%	₹36 Cr	1,041,000
Dr Reddy's Laboratories Ltd (Healthcare) Equity, Since 31 Oct 24 \| DRREDDY	3%	₹36 Cr	311,000 ↑ 51,000

4. Bandhan Tax Advantage (ELSS) Fund

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

Lower mid AUM (₹6,911 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.49% (top quartile).
3Y return: 9.27% (bottom quartile).
1Y return: 3.93% (upper mid).
Alpha: 0.89 (top quartile).
Sharpe: -0.29 (bottom quartile).
Information ratio: -0.51 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding HDFC Bank Ltd (~7.9%).

Below is the key information for Bandhan Tax Advantage (ELSS) Fund

Bandhan Tax Advantage (ELSS) Fund Growth
Launch Date	26 Dec 08
NAV (01 Sep 26)	₹155.464 ↓ -0.39 (-0.25 %)
Net Assets (Cr)	₹6,911 on 30 Jun 26
Category	Equity - ELSS
AMC	IDFC Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.74
Sharpe Ratio	-0.29
Information Ratio	-0.51
Alpha Ratio	0.89
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Aug 21	₹10,000
31 Aug 22	₹10,986
31 Aug 23	₹13,094
31 Aug 24	₹17,496
31 Aug 25	₹16,479
31 Aug 26	₹17,277

Bandhan Tax Advantage (ELSS) Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for Bandhan Tax Advantage (ELSS) Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Sep 26

Duration	Returns
1 Month	-0.3%
3 Month	4.5%
6 Month	0.9%
1 Year	3.9%
3 Year	9.3%
5 Year	11.5%
Since launch	16.8%
10 Year
15 Year

Historical performance (Yearly) on absolute basis

Year	Returns
2025	8%
2024	13.1%
2023	28.3%
2022	4.2%
2021	49.2%
2020	18.7%
2019	1.9%
2018	-9.4%
2017	53.4%
2016	0.4%

Fund Manager information for Bandhan Tax Advantage (ELSS) Fund

Name	Since	Tenure
Daylynn Pinto	20 Oct 16	9.87 Yr.
Ritika Behera	7 Oct 23	2.9 Yr.
Gaurav Satra	10 Jun 24	2.22 Yr.

Data below for Bandhan Tax Advantage (ELSS) Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	34.6%
Consumer Defensive	10.07%
Consumer Cyclical	9.15%
Technology	8.96%
Energy	8.08%
Health Care	6.76%
Basic Materials	6.37%
Industrials	3.82%
Communication Services	2.76%
Real Estate	2.5%
Utility	1.88%

Asset Allocation

Asset Class	Value
Cash	5.06%
Equity	94.94%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 14 \| HDFCBANK	8%	₹554 Cr	7,400,000 ↑ 400,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jul 18 \| RELIANCE	6%	₹445 Cr	3,400,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| KOTAKBANK	6%	₹410 Cr	10,500,000 ↑ 1,500,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 16 \| ICICIBANK	6%	₹388 Cr	2,700,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Oct 21 \| TCS	4%	₹296 Cr	1,250,000
Infosys Ltd (Technology) Equity, Since 31 Jul 15 \| INFY	3%	₹215 Cr	1,900,000 ↑ 50,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 21 \| 532215	3%	₹197 Cr	1,600,000 ↓ -225,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| MARUTI	3%	₹192 Cr	135,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 20 \| BHARTIARTL	3%	₹187 Cr	950,000
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Aug 23 \| M&MFIN	2%	₹162 Cr	4,200,000 ↓ -100,000

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