| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,318 | -2.80% | |
| 3 years | ₹1,80,000 | ₹1,99,457 | +10.81% | |
| 5 years | ₹3,00,000 | ₹3,96,399 | +32.13% | |
| 10 years | ₹6,00,000 | ₹11,88,854 | +98.14% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 9.06% |
| ITC Ltd. | Consumer Staples | Equity | 7.87% |
| Bajaj Holdings & Investment Ltd. | Financial | Equity | 7.77% |
| ICICI Bank Ltd. | Financial | Equity | 6.47% |
| Narayana Hrudayalaya Ltd. | Healthcare | Equity | 4.86% |
| Indian Energy Exchange Ltd. | Services | Equity | 4.79% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 4.69% |
| Pace Digitek Ltd. | Communication | Equity | 4.55% |
| Axis Bank Ltd. | Financial | Equity | 3.84% |
| Coal India Ltd. | Energy | Equity | 3.69% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 3.64% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 3.59% |
| HCL Technologies Ltd. | Technology | Equity | 3.04% |
| Voltamp Transformers Ltd. | Capital Goods | Equity | 2.98% |
| Cipla Ltd. | Healthcare | Equity | 2.75% |
| Zydus Wellness Ltd. | Consumer Staples | Equity | 2.54% |
| Bharti Airtel Ltd. | Communication | Equity | 2.47% |
| Mazagon Dock Shipbuilders Ltd. | Capital Goods | Equity | 2.21% |
| Infosys Ltd. | Technology | Equity | 2.20% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.11% |
| Oracle Financial Services Software Ltd. | Technology | Equity | 1.94% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 1.70% |
| Power Finance Corporation Ltd. | Financial | Equity | 1.64% |
| ACC Ltd. | Construction | Equity | 1.51% |
| Grasim Industries Ltd. | Construction | Equity | 1.49% |
| NMDC Ltd. | Metals & Mining | Equity | 1.26% |
| Park Medi World Ltd. | Healthcare | Equity | 1.02% |
| Life Insurance Corporation of India | Insurance | Equity | 0.90% |
| Chemtech Industrial Valves Ltd. | Capital Goods | Equity | 0.53% |
| Globus Spirits Ltd. | Consumer Staples | Equity | 0.24% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.4% | +13.8% | +14.4% | +12.9% |
| Category average (Equity ELSS) | +16.4% | +16.5% | +14.0% | -- |
| Rank (Equity ELSS) | 31 | 29 | 21 | -- |
| 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 | ||||