| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,918 | -1.80% | |
| 3 years | ₹1,80,000 | ₹2,31,291 | +28.49% | |
| 5 years | ₹3,00,000 | ₹4,62,777 | +54.26% | |
| 10 years | ₹6,00,000 | ₹13,07,369 | +117.89% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.91% |
| ICICI Bank Ltd. | Financial | Equity | 4.71% |
| Reliance Industries Ltd. | Energy | Equity | 4.27% |
| Bharti Airtel Ltd. | Communication | Equity | 3.24% |
| State Bank of India | Financial | Equity | 2.90% |
| Infosys Ltd. | Technology | Equity | 2.73% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.71% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 2.56% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 2.51% |
| Sagility Ltd. | Services | Equity | 2.51% |
| TVS Motor Company Ltd. | Automobile | Equity | 2.39% |
| Eternal Ltd. | Services | Equity | 2.34% |
| Tech Mahindra Ltd. | Technology | Equity | 2.27% |
| PB Fintech Ltd. | Services | Equity | 2.20% |
| Cummins India Ltd. | Capital Goods | Equity | 2.14% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.10% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 2.09% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 2.08% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 2.07% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.97% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 1.93% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 1.90% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.85% |
| LTIMindtree Ltd. | Technology | Equity | 1.85% |
| Travel Food Services Ltd. | Services | Equity | 1.84% |
| Linde India Ltd. | Chemicals | Equity | 1.79% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.77% |
| Aditya Birla Capital Ltd. | Financial | Equity | 1.71% |
| Max Financial Services Ltd. | Financial | Equity | 1.61% |
| Ultratech Cement Ltd. | Construction | Equity | 1.56% |
| One97 Communications Ltd. | Services | Equity | 1.52% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 1.50% |
| Vishal Mega Mart Ltd. | Services | Equity | 1.49% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 1.49% |
| Tata Motors Ltd. | Automobile | Equity | 1.46% |
| Interglobe Aviation Ltd. | Services | Equity | 1.42% |
| Punjab National Bank | Financial | Equity | 1.42% |
| The Federal Bank Ltd. | Financial | Equity | 1.42% |
| Rainbow Children's Medicare Ltd. | Healthcare | Equity | 1.41% |
| Axis Bank Ltd. | Financial | Equity | 1.35% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.26% |
| AU Small Finance Bank Ltd. | Financial | Equity | 1.24% |
| Computer Age Management Services Ltd. | Services | Equity | 1.24% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 1.22% |
| NTPC Ltd. | Energy | Equity | 1.10% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.98% |
| Hexaware Technologies Ltd. | Technology | Equity | 0.95% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.73% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.03% |
| Transtream India.com Ltd. | Technology | Equity | NA |
| DSQ Software Ltd. | Technology | Equity | NA |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +20.0% | +16.3% | +14.8% | +15.3% |
| Category average (Equity ELSS) | +16.4% | +16.5% | +14.0% | -- |
| Rank (Equity ELSS) | 6 | 17 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Direct Growth | +7.78% | +23.17% | 32,608.80 | |
WhiteOak Capital ELSS Tax Saver Fund Direct Growth | +8.35% | +21.42% | 448.30 | |
HDFC ELSS Tax Saver Fund Direct Plan Growth | +11.86% | +20.71% | 17,163.37 | |
Parag Parikh ELSS Tax Saver Fund Direct Growth | +5.59% | +16.89% | 5,914.69 | |
Quantum ELSS Tax Saver Fund Direct Growth | +5.21% | +16.66% | 227.26 | |
| Compare | ||||