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Consistent Performing Mutual Funds

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Based on Rolling Return data ending Qtr 12/24
Scheme Name AMC Name Launch Date AUM (Crore) TER (%) 1-Yr Return (%) 3-Yrs Return (%) 5-Yrs Return (%) 10-Yrs Return (%)
BANK OF INDIA ELSS Tax Saver BOIMF 25-02-2009 1,182.15 2.12 -0.12 15.43 27.19 14.46
Franklin India ELSS Tax Saver Fund FranklinMF 05-04-1999 5,986.40 1.86 8.92 17.45 28.48 12.47
HDFC ELSS Tax saver HDFCMF 05-03-1996 14,671.37 1.67 12.50 21.06 29.72 12.62
Motilal Oswal ELSS Tax Saver Fund MotilalMF 05-01-2015 3,405.01 1.87 10.60 21.77 27.54 15.61
SBI LONG TERM EQUITY FUND SBIMF 31-03-1993 25,723.50 1.60 10.19 23.29 31.29 13.59
BANDHAN ELSS Tax Saver Fund BandhanMF 26-12-2008 6,232.38 1.77 2.79 12.96 30.42 13.41
BARODA BNP PARIBAS ELSS Tax Saver Fund BarodaBNPMF 05-01-2006 813.78 2.21 9.53 14.36 22.14 11.24
DSP ELSS Tax Saver Fund DSPMF 05-01-2007 14,981.09 1.65 16.63 17.90 28.92 15.08
HSBC ELSS Tax saver Fund HSBCMF 01-01-2013 3,604.41 1.93 13.23 15.73 25.67 12.64
Invesco India ELSS Tax Saver Fund InvescoMF 29-12-2006 2,482.86 1.95 7.99 12.40 23.04 12.27
Mahindra Manulife ELSS Tax Saver Fund MahindraManulifeMF 05-10-2016 839.23 2.21 6.07 12.19 24.70 -
Mirae Asset ELSS Tax Saver Fund MiraeMF 01-12-2015 22,411.17 1.57 8.57 13.17 26.53 -
NIPPON INDIA TAX SAVER (ELSS) FUND NipponIndiaMF 05-09-2005 13,354.46 1.72 7.67 15.18 26.57 9.27
Parag Parikh ELSS Tax Saver Fund PPFASMF 07-07-2019 4,477.32 1.73 14.10 17.53 29.20 -
PGIM India ELSS Tax Saver Fund PGIMIndiaMF 11-12-2015 698.40 2.28 8.87 10.71 25.09 -
Quant ELSS Tax Saver Fund QuantMF 01-04-2000 9,681.09 1.68 -5.27 13.32 36.96 19.10
Sundaram ELSS Tax Saver Fund SundaramMF 01-01-2013 1,212.38 2.25 6.23 12.97 25.27 12.90
Union ELSS Tax Saver Fund UnionMF 23-12-2011 800.30 2.35 4.83 13.16 25.32 11.01

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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