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Equity Linked Saving Schemes are a special type of equity mutual funds which give an
investor tax deduction benefits up to Rs. 1,50,000 per year under section 80C of the
Income Tax Act. An investor can opt for either SIPs or one-time bullet investment in ELSS.
Most of the investors opt for monthly SIP rather than one time investment
Following are the traits of ELSSs :
Risky than other funds since invest at least 80% of the portfolio in equities.
ELSS is a very good investment tool for tax saving and wealth creation. However, one
should carefully scrutinize various ELSS schemes before making any investments. So, We
selected these schemes based on there 5 years return (XIRR) and beta.
Expense Ratio
2.45%
Past Return
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
Fund
2.40%
23.56%
15.46%
SIP (XIRR)
7.79%
20.63%
20.41%
-3.94%
9.74%
7.94%
Rs 2,05,229
Rs 99,697
Beta
Sortino
Ratio
0.92
2.60%
Rs 6,957.75Crore
Expense Ratio
2.49%
Past Return
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
Fund
0.51%
25.83%
20.36%
SIP (XIRR)
5.78%
21.41%
23.15%
-3.94%
9.74%
7.94%
Rs. 2,52,553
Rs 1,06,520
Beta
Sortino
Ratio
0.86
2.86%
Expense Ratio
2.43%
Past Return
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
Fund
-7.03%
23.48%
16.42%
SIP (XIRR)
0.74%
18.12%
19.39%
-3.94%
9.74%
7.94%
Rs 2,13,887
Rs 97,253
Beta
Sortino
Ratio
1.00
1.61%
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