Equity Funds - Tax Planning

Sorted on 1Yr Returns
Scheme Name NAV(Rs.) AUM(Rs.in Cr) 1w % 1m % 3m % 6m % 1y %
SBI Tax Advantage Fund - Series III (D) 21.39 20.99 3.50 10.12 6.04 10.48 23.99
SBI Tax Advantage Fund - Series III (G) 26.88 20.99 3.50 10.12 6.04 10.48 23.99
JM Tax Gain Fund (G) 18.15 33.26 2.95 10.20 7.23 6.40 21.92
JM Tax Gain Fund (D) 18.15 33.26 2.95 10.20 7.23 6.40 21.92
AXIS Long Term Equity Fund (G) 48 20425.31 2.79 9.91 6.14 8.39 20.39
SBI Tax Advantage Fund - Series II (D) 28.46 25.38 3.61 8.18 4.62 8.82 19.25
SBI Tax Advantage Fund - Series II (G) 38.69 25.38 3.61 8.18 4.62 8.82 19.17
AXIS Long Term Equity Fund (D) 22.34 20425.31 2.79 9.91 6.14 8.38 18.90
DSP Tax Saver Fund (G) 50.17 5840.9 3.70 7.85 4.68 3.50 18.75
BNP Paribas Long Term Equity Fund (G) 39.97 471.08 2.50 7.95 4.41 4.94 17.86
DSP Tax Saver Fund (D) 15.01 5840.9 3.70 7.85 4.31 2.76 16.96
BNP Paribas Long Term Equity Fund (D) 14.49 471.08 2.50 7.70 4.16 4.48 16.79
LIC MF Tax Plan - (G) 69.97 243.54 2.22 7.34 5.13 5.35 16.11
Tata India Tax Savings Fund (G) 18.39 1919.17 2.67 6.53 0.28 1.57 15.82
SBI Long Term Advantage Fund - Series V (D) 10.39 307.5 2.79 7 2.45 3.66 15.37
SBI Long Term Advantage Fund - Series V (G) 10.39 307.5 2.79 6.99 2.45 3.66 15.37
LIC MF Tax Plan - (D) 17.69 243.54 2.22 7.16 4.96 5.01 15.29
BOI AXA Tax Advantage Fund - Eco (G) 56.3 243.39 2.49 8.81 6.75 5.21 14.34
SBI Long Term Advantage Fund - Series IV (D) 11.48 156.63 2.29 8.58 6.79 6.92 14.28
SBI Long Term Advantage Fund - Series IV (G) 13.55 156.63 2.28 8.58 6.79 6.92 14.28
Motilal Oswal Long Term Equity Fund (G) 17.92 1500.24 3.28 9.43 6.20 4.59 14.15
Canara Robeco Equity Tax Saver Fund (G) 66.44 965.21 2.80 8.58 2.36 1.31 14.12
ICICI Pru Long Term Wealth Enhancement Fund (D) 11.03 41.74 3.67 9.10 2.51 1.94 14.06
ICICI Pru Long Term Wealth Enhancement Fund (G) 11.03 41.74 3.67 9.10 2.51 1.94 14.06
Motilal Oswal Long Term Equity Fund (D) 15.88 1500.24 3.28 9.43 6.20 4.60 13.90
Tata India Tax Savings Fund (D) 59.35 1919.17 2.67 6.53 0.28 1.58 13.84
BOI AXA Tax Advantage Fund (D) 13.18 243.39 2.49 8.75 6.55 4.85 13.52
BOI AXA Tax Advantage Fund (G) 53.13 243.39 2.49 8.76 6.58 4.85 13.50
SBI Long Term Advantage Fund - Series VI (D) 10.63 225.51 2.94 6.61 1.22 1.27 13.37
SBI Long Term Advantage Fund - Series VI (G) 10.63 225.51 2.94 6.61 1.21 1.27 13.37
Mirae Asset Tax Saver Fund (G) 17.91 2465.46 3.72 5.90 0.56 0.82 13.35
Canara Robeco Equity Tax Saver Fund (D) 26.19 965.21 2.83 8.58 2.34 1.32 13.06
SBI Long Term Advantage Fund - Series II (D) 11.72 26.48 2.53 7.23 [1.42] [0.51] 13.04
SBI Long Term Advantage Fund - Series II (G) 13.86 26.48 2.53 7.23 [1.42] [0.51] 13.04
Kotak Tax Saver (G) 44.32 946.65 2.59 6.45 0.20 [0.18] 12.91
Mirae Asset Tax Saver Fund (D) 15.22 2465.46 3.72 5.89 0.55 0.82 12.88
IDBI Equity Advantage Fund - Regular (G) 27.69 588.82 3.28 10.67 9.71 5.21 12.88
SBI Long Term Advantage Fund - Series III (G) 13.43 49.2 2.62 7.18 [1.88] [0.72] 12.22
SBI Long Term Advantage Fund - Series III (D) 11.38 49.2 2.62 7.18 [1.88] [0.72] 12.22
IDBI Equity Advantage Fund - Regular (D) 18.39 588.82 3.26 10.65 9.66 5.21 12.16
Union Long Term Equity Fund (G) 24.97 254.79 2.71 7.91 3.70 2.04 12.02
Kotak Tax Saver (D) 18.22 946.65 2.58 6.22 [0.02] [0.63] 11.90
Edelweiss Long Term Equity Fund (TS) (G) 47.05 106.73 2.73 7.69 2.28 0.99 11.78
Union Long Term Equity Fund (D) 13.96 254.79 2.72 7.88 3.71 2.05 11.38
BOI AXA Tax Advantage Fund - Eco (D) 11.9 243.39 2.50 8.78 6.73 5.10 11.21
Essel Long Term Advantage Fund (G) 14.44 58.39 2.54 7.32 1.67 [1.03] 11.11
Edelweiss Long Term Equity Fund (TS) (D) 15.61 106.73 2.76 7.48 2.09 0.56 11.11
Essel Long Term Advantage Fund (D) 14.44 58.39 2.54 7.32 1.67 [1.03] 11.11
Indiabulls Tax Savings Fund (G) 9.8 83.69 3.05 7.46 2.08 1.24 10.86
Indiabulls Tax Savings Fund (D) 9.8 83.69 3.05 7.46 2.08 1.24 10.86
HDFC Long Term Advantage Fund (G) 357.4 1374.08 2.24 5.98 [1.63] [1.38] 10.73
SBI Long Term Advantage Fund - Series I (D) 11.26 31.84 2.44 7.15 [1.14] [0.87] 10.55
SBI Long Term Advantage Fund - Series I (G) 13.38 31.84 2.44 7.15 [1.14] [0.87] 10.55
HSBC Tax Saver Equity Fund (G) 36.46 151.62 3.06 6.42 0.94 [2.14] 10.06
Sahara Tax Gain Fund (G) 75.18 4.95 3.57 7.94 1.92 [1.22] 10
Sahara Tax Gain Fund (D) 17.61 4.95 3.57 7.94 1.92 [1.22] 10
PGIM India Long Term Equity Fund (G) 14.42 353.21 2.56 6.74 0.56 0 9.66
PGIM India Long Term Equity Fund (D) 11.39 353.21 2.52 6.57 0.42 [0.13] 9.46
UTI-Master Equity Plan Unit Scheme 107.73 1762.84 3.16 6.48 0.76 [2.59] 9.45
HDFC Long Term Advantage Fund (D) 38.7 1374.08 2.23 5.98 [1.63] [1.38] 9.41
HSBC Tax Saver Equity Fund (D) 20.05 151.62 3.06 6.42 0.94 [2.14] 8.99
Invesco India Tax Plan (G) 51.62 911.5 3.45 8.26 3.57 0.90 8.93
Edelweiss Tax Advantage Fund (G) 40.22 8.73 3.09 7.66 [0.24] [0.21] 8.73
Edelweiss Tax Advantage Fund (D) 30.32 8.73 3.08 7.66 [0.24] [0.21] 8.73
Sundaram Diversified Equity (G) 100.21 2569.1 3.06 7.72 1.65 [2.05] 8.71
UTI-Long Term Equity Fund (G) 86.51 1199.91 3.42 6.29 1.83 [1.85] 8.17
BOI AXA Midcap Tax Fund - Series 1 (G) 8.68 81.73 2.60 7.96 6.24 [0.23] 7.69
BOI AXA Midcap Tax Fund - Series 1 (D) 8.68 81.73 2.60 7.96 6.24 [0.23] 7.69
Mahindra MF Kar Bachat Yojana - Regular (D) 10.7 352.18 3.44 8.44 3.31 0 7.69
Mahindra MF Kar Bachat Yojana - Regular (G) 11.66 352.18 3.44 8.44 3.31 0 7.69
Invesco India Tax Plan (D) 18.97 911.5 3.49 8.28 3.60 0.90 7.67
Sundaram Diversified Equity (D) 11.09 2569.1 3.06 7.72 1.65 [2.38] 7.50
Franklin India Taxshield - (G) 562.3 3984.62 2.64 5.76 [0.38] [2.04] 7.45
Franklin India Taxshield - (D) 40.51 3984.62 2.64 5.76 [0.38] [2.04] 7.45
HDFC Retirement Savings Fund - Equity (G) 16.81 773.23 2.23 4.87 [0.15] [2.04] 7.38
UTI-Long Term Equity Fund (D) 18.07 1199.91 3.42 6.29 1.83 [1.85] 7.16
ICICI Pru Long Term Equity Fund - (G) 370.23 6161 3.23 4.77 [1.13] [3.21] 6.87
Quant Tax Plan-(G) 92.63 9.84 5.56 8.29 [1.80] [1.79] 6.76
Quant Tax Plan-(D) 12.83 9.84 5.56 8.29 [1.80] [1.79] 6.73
SBI Magnum Tax Gain Scheme (G) 139.76 7019.69 4.14 6.69 [0.69] [4.12] 6.62
Taurus Tax Shield (G) 78.02 64.17 2.62 6.82 0.87 [2.27] 6.02
Sundaram LT Tax Advantage Fund - Sr.II (G) 14.46 13.67 2.83 6.31 0.45 [2.15] 6.01
Sundaram LT Tax Advantage Fund - Sr.II (D) 13.4 13.67 2.83 6.31 0.45 [2.15] 6.01
Taurus Tax Shield (D) 36.55 64.17 2.61 6.81 0.86 [2.27] 6
SBI Magnum Tax Gain Scheme (D) 38.32 7019.69 4.14 6.69 [0.69] [4.12] 5.59
Baroda ELSS '96 - Plan A (Bonus) 43.57 157.16 2.28 6.27 0.55 [2.02] 5.52
Baroda ELSS '96 - Plan A (G) 43.57 157.16 2.28 6.27 0.55 [2.02] 5.52
ICICI Pru Long Term Equity Fund - (D) 19.68 6161 3.20 4.74 [1.54] [3.97] 5.27
UTI-Long Term Advantage Fund - Sr.IV (D) 9.98 145.74 3.94 7.02 [1.53] [6.40] 5.23
UTI-Long Term Advantage Fund - Sr.IV (G) 9.98 145.74 3.94 7.02 [1.53] [6.40] 5.23
Sundaram LT Tax Advantage Fund - Sr.I (G) 13.33 17.85 2.71 6.14 0.45 [3.04] 5.12
Sundaram LT Tax Advantage Fund - Sr.I (D) 12.28 17.85 2.71 6.14 0.45 [3.04] 5.12
Baroda ELSS '96 - Plan A (D) 26.73 157.16 2.30 6.28 0.56 [2.02] 4.84
Aditya Birla SL Tax Relief '96 (G) 30.8 9128.92 3.11 5.88 2.94 [3.75] 4.66
Aditya Birla SL Tax Plan (G) 38.09 590.87 3.22 5.98 2.72 [4.39] 3.90
UTI-Long Term Advantage Fund - Sr.III (D) 11.9 257.64 4.12 8.21 1.37 [5.60] 3.85
UTI-Long Term Advantage Fund - Sr.III (G) 13.14 257.64 4.12 8.21 1.37 [5.60] 3.85
Aditya Birla SL Tax Relief '96 (D) 146.04 9128.92 3.14 5.88 2.97 [3.72] 3.84
UTI-Long Term Advantage Fund - Sr.V (D) 9.2 139.97 3.63 7.19 [1.43] [6.44] 3.29
UTI-Long Term Advantage Fund - Sr.V (G) 9.2 139.97 3.63 7.19 [1.43] [6.44] 3.29
HDFC Tax Saver Fund (G) 502.06 7130.72 2.74 5.16 [2.20] [5.10] 3.11
Aditya Birla SL Tax Plan (D) 85.4 590.87 3.23 5.99 2.72 [4.39] 3.09
Principal Tax Savings Fund - Regular (Div-H) 199.52 389.44 2.91 4.67 [1.80] [5.49] 2.61
Principal Tax Savings Fund 199.52 389.44 2.91 4.67 [1.80] [5.49] 2.61
IDFC Tax Advantage (ELSS) Fund (G) 53.1 1993.79 3.25 4.02 [3.10] [6.17] 2.31
IDFC Tax Advantage (ELSS) Fund (D) 15.5 1993.79 3.26 4.03 [3.06] [6.12] 2.05
Principal Personal Tax saver Fund - (G) 186.48 249.13 2.88 4.58 [2.04] [5.75] 1.98
HDFC Tax Saver Fund (D) 51.47 7130.72 2.73 5.17 [2.20] [5.10] 1.78
L&T Tax Advantage Fund (G) 53.08 3283.73 3.49 6.20 0.34 [1.54] 1.47
Nippon India Tax Saver (ELSS) Fund - (Div-A) 10.12 9826.57 5.30 8.79 [3.13] [9.12] 1.01
Nippon India Tax Saver (ELSS) Fund - (G) 51.8 9826.57 5.30 8.79 [3.13] [9.13] 1.01
Nippon India Tax Saver (ELSS) Fund - (D) 17.56 9826.57 5.30 8.79 [3.13] [9.13] 1.01
L&T Tax Advantage Fund (D) 20.97 3283.73 3.49 6.20 0.34 [1.54] 0.46
Parag Parikh Tax Saver Fund (G) 10.57 18.5 3.77 4.20 0 0 0
BOI AXA Midcap Tax Fund - Series 2 (G) 11.1 48.89 2.68 8.50 7.25 2.02 0
Shriram Long Term Equity Fund (G) 10.8 22.93 3.39 6.95 4.01 1.46 0
Shriram Long Term Equity Fund (D) 10.8 22.93 3.38 6.94 4.01 1.45 0
BOI AXA Midcap Tax Fund - Series 2 (D) 11.1 48.89 2.68 8.50 7.25 2.02 0
Quantum Tax Saving Fund - Regular (D) 51.26 75.07 2.99 1.48 [4.83] [8.25] [0.06]
Quantum Tax Saving Fund - Regular (G) 51.25 75.07 2.97 1.49 [4.85] [8.27] [0.08]
UTI-Long Term Advantage Fund - Sr.VII (D) 8.18 221.73 3.05 5 [2.82] [11.02] [2.13]
UTI-Long Term Advantage Fund - Sr.VII (G) 8.18 221.73 3.05 5 [2.82] [11.02] [2.14]
UTI-Long Term Advantage Fund - Sr.VI (D) 7.85 337.98 2.92 4.57 [3.95] [12.32] [4.33]
UTI-Long Term Advantage Fund - Sr.VI (G) 7.85 337.98 2.92 4.57 [3.95] [12.32] [4.33]
Sundaram LT Tax Advantage Fund - Sr.III (G) 7.63 41.34 2.14 2.48 [3.07] [13.28] [5.93]
Sundaram LT Tax Advantage Fund - Sr.III (D) 7.63 41.34 2.14 2.48 [3.07] [13.28] [5.93]
Sundaram LT Tax Advantage Fund - Sr.IV (D) 8.82 26.43 2.01 1.87 [3.77] [13.58] [7.20]
Sundaram LT Tax Advantage Fund - Sr.IV (G) 8.82 26.43 2.01 1.87 [3.77] [13.58] [7.20]
Sundaram LT MC Tax Advantage Fund - Sr.III (G) 9.05 100.72 1.48 0.54 [4.78] [16.08] [10.23]
Sundaram LT MC Tax Advantage Fund - Sr.III (D) 8.32 100.72 1.48 0.54 [4.78] [16.08] [10.23]
Sundaram LT MC Tax Advantage Fund - Sr.IV (G) 7.71 42.35 1.60 0.24 [4.08] [15.64] [10.38]
Sundaram LT MC Tax Advantage Fund - Sr.IV (D) 7.71 42.35 1.59 0.24 [4.08] [15.64] [10.38]
Sundaram LT MC Tax Advantage Fund - Sr.V (G) 7.49 42.28 1.65 0.35 [4.34] [16.13] [11.31]
Sundaram LT MC Tax Advantage Fund - Sr.V (D) 7.49 42.28 1.65 0.35 [4.34] [16.13] [11.31]
Sundaram LT MC Tax Advantage Fund - Sr.VI (G) 7.04 37.46 1.68 0.03 [4.08] [16.03] [11.91]
Sundaram LT MC Tax Advantage Fund - Sr.VI (D) 7.04 37.46 1.68 0.03 [4.08] [16.03] [11.91]
 
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