LIC MF Small Cap Fund July 2024 728x90

Consistent Performing Mutual Funds

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Based on Rolling Return data ending Qtr 06/24
Scheme Name AMC Name Launch Date AUM (Crore) TER (%) 1-Yr Return (%) 3-Yrs Return (%) 5-Yrs Return (%) 10-Yrs Return (%)
Franklin India ELSS Tax Saver Fund FranklinMF 05-04-1999 6,815.90 1.80 46.44 22.28 20.68 16.12
HDFC ELSS Tax saver HDFCMF 05-03-1996 15,678.47 1.73 47.68 26.60 20.92 14.23
Motilal Oswal ELSS Tax Saver Fund MotilalMF 05-01-2015 3,710.50 1.84 58.47 25.06 23.91 -
NIPPON INDIA TAX SAVER (ELSS) FUND NipponIndiaMF 05-09-2005 15,920.58 1.70 45.82 22.75 18.73 12.90
SBI LONG TERM EQUITY FUND SBIMF 31-03-1993 25,731.54 1.61 56.85 27.86 25.10 16.49
BANDHAN ELSS Tax Saver Fund BandhanMF 26-12-2008 6,857.69 1.74 34.05 20.37 22.70 17.30
BANK OF INDIA ELSS Tax Saver BOIMF 25-02-2009 1,428.06 2.10 59.46 23.38 28.63 18.73
DSP ELSS Tax Saver Fund DSPMF 05-01-2007 16,286.91 1.65 49.06 21.58 23.16 17.80
HSBC ELSS Tax saver Fund HSBCMF 01-01-2013 4,258.70 1.91 47.28 20.75 19.83 15.34
Kotak ELSS Tax Saver Fund KotakMF 01-11-2005 6,100.80 1.75 41.46 21.48 21.62 17.44
Mahindra Manulife ELSS Tax Saver Fund MahindraManulifeMF 05-10-2016 923.48 2.16 32.99 18.56 20.29 -
Mirae Asset ELSS Tax Saver Fund MiraeMF 01-12-2015 24,347.21 1.56 37.03 18.13 21.50 -
Parag Parikh ELSS Tax Saver Fund PPFASMF 05-07-2019 3,731.18 1.71 35.76 21.05 - -
PGIM India ELSS Tax Saver Fund PGIMIndiaMF 11-12-2015 739.47 2.27 24.84 16.71 18.66 -
Quant ELSS Tax Saver Fund QuantMF 01-04-2000 10,490.93 1.74 59.27 26.39 34.00 24.56
Sundaram ELSS Tax Saver Fund SundaramMF 05-01-2013 1,355.85 2.19 32.40 18.90 19.38 15.00
Tata ELSS Tax Saver Fund TataMF 13-10-2014 4,551.55 1.81 36.31 19.91 18.93 -
Union ELSS Tax Saver Fund UnionMF 23-12-2011 933.51 2.35 33.99 18.83 21.40 13.63

Most consistent funds consisting of Top 10 Mutual Fund Schemes in each category have been chosen based on average rolling returns and consistency with which funds have beaten category average returns. We have ranked schemes based on these two parameters using our proprietary algorithm and are showing the most consistent schemes for each category. Note that we have ranked schemes which have performance track records of at least 5 years (consistency cannot be measured unless a scheme has sufficiently long track record covering multiple market cycles e.g. bull market, bear market, sideways market etc.). Also note that, schemes whose AUMs have not yet reached Rs 500 Crores have been excluded from the ranking.

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