Best Tax

saving ELSSMutual Funds

for 2015

Fund Size

Expense Ratio

Past Return

Fund

12.8%

Beta

Sortino

Ratio

Rs. 2,44,920Rs. 1,00,000 Invested 5

years back

Rs 1,14,477Rs. 1,000 SIP Invested 5

years back

Scheme Snapshot – To generate

income and long-term capital

appreciation from a diversified

portfolio of predominantly

equity and equity related

Securities. However, there can

be no assurance that the

investment objective of the

Scheme will be achieved.

0.85

AXIS Long Term Equity Fund (G)

0.18

Rs 5129.7 Crore

2.46%

1 Year

CAGR

3 Year

CAGR5 Year

CAGR

14.1% 30.9% 19.6%

4% 32.3% 26.6%SIP

S&P BSE Sensex -5.1% 6.4%

Fund Size

Expense Ratio

Past Return

Fund

12.8%

Beta

Sortino

Ratio

Rs 1,71,440Rs 1,00,000 Invested 5

years back

Rs 1,00,787Rs 1,000 SIP Invested 5

years back

Scheme Snapshot – Long term

growth, through a portfolio with

a target allocation of 80%

equity, 20% debt and money

market securities. An Equity

Linked Saving Scheme (ELSS)

under Section 88 of the Income

Tax Act.

0.91

Birla Sun Life Tax Relief '96 (G)

0.16

Rs. 1964.6 Crore

2.36%

1 Year

CAGR

3 Year

CAGR5 Year

CAGR

16.9% 26.2% 11.4%

3.2% 27.6% 21.2%SIP

S&P BSE Sensex -5.1% 6.4%

Fund Size

Expense Ratio

Past Return

Fund

12.8%

Beta

Sortino

Ratio

Rs 1,96,497Rs 1,00,000 Invested 5

years back

Rs 99,741Rs 1,000 SIP Invested 5

years back

Scheme Snapshot – 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 from time

to time.

0.86

BNP Paribas Long Term Equity Fund (G)

0.14

Rs. 391.28 Crore

2.61%

1 Year

CAGR

3 Year

CAGR5 Year

CAGR

9.8% 24.1% 14.4%

-1.9% 24.3% 20.8%SIP

S&P BSE Sensex -5.1% 6.4%

Fund Size

Expense Ratio

Past Return

Fund

12.8%

Beta

Sortino

Ratio

Rs 1,85,917Rs 1,00,000 Invested 5

years back

Rs 98,255Rs 1,000 SIP Invested 5

years back

Scheme Snapshot – To

generate long-term capital

growth from a diversified

portfolio of predominantly

equity and equity related

securities.

0.83

IDFC Tax Advantage (ELSS) Fund (G)

0.17

Rs. 345.8 Crore

2.88%

1 Year

CAGR

3 Year

CAGR5 Year

CAGR

10.7% 24.3% 13.2%

-0.9% 24% 20.1%SIP

S&P BSE Sensex -5.1% 6.4%

Fund Size

Expense Ratio

Past Return

Fund

12.8%

Beta

Sortino

Ratio

Rs 1,89,142Rs 1,00,000 Invested 5

years back

Rs 1,02,430Rs 1,000 SIP Invested 5

years back

Scheme Snapshot – To generate

long-term capital appreciation

from a portfolio that is invested

predominantly in equity and

equity related instruments.

1

Reliance Tax Saver (ELSS) Fund - (G)

0.10

Rs. 1964.6 Crore

2.45%

1 Year

CAGR

3 Year

CAGR5 Year

CAGR

-0.9% 25.8% 13.6%

-14.8% 26.9% 21.9%SIP

S&P BSE Sensex -5.1% 6.4%

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