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Equity Linked Saving Scheme (ELSS Funds)

Examples of ELSS Schemes

In the previous units, we discussed how to understand the risk-adjusted returns and performance of the ELSS funds. Let us now look at some of the top performing ELSS funds and the ratings that have been assigned to them by Value Research. This will make it easier for you to understand how the data is presented.

 

Please note that these examples are for illustration only, and we are in no way recommending you to invest in these funds.

A. Tata India Tax Savings Fund

1. Returns

 

 

2. Ratios

 

B. Aditya Birla Sun Life Tax Relief 96

1. Returns

 

 

2. Ratios

 

C. DSP BlackRock Tax Saver Fund

1. Returns

 

 

2. Risk Ratios

 

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Units 11/12