Top 5 ELSS (Equity Linked Savings Scheme) funds based on their performance over the last three years
Here are more detailed insights into the top 5 ELSS (Equity Linked Savings Scheme) funds based on their performance over the last three years:
- Quant ELSS Tax Saver Fund
- Returns (3 Years): 33.17%
- Assets Under Management (AUM): Rs 9,143.70 crore
- Net Asset Value (NAV): Rs 412.4028 (Direct Plan)
- Equity Allocation: 98.32% in domestic equities
- Number of Stocks: 44
- Top Holdings: RIL, Adani Power, Jio Financial Services Ltd.
- SIP Outcome (Rs 10,000 monthly for 36 months): Rs 6,20,381
- SBI Long Term Equity Fund
- Returns (3 Years): 29.92%
- AUM: Rs 23,202.34 crore
- NAV: Rs 414.9693
- Equity Allocation: 90.19% in equities
- Number of Stocks: 65
- SIP Outcome: Rs 5,86,533
- HDFC ELSS Tax Saver Fund
- Returns (3 Years): 27.93%
- AUM: Rs 14,434.34 crore
- NAV: Rs 1,284.4160
- Equity Allocation: 92.66% in domestic equities
- Number of Stocks: 40
- Top Holdings: ICICI Bank, HDFC Bank, Axis Bank
- Aditya Birla Sun Life Tax Relief 96
- Returns (3 Years): 26.49%
- AUM: Rs 12,367.58 crore
- NAV: Rs 59.22
- Equity Allocation: Information not provided
- Number of Stocks: Information not provided
- Axis Long Term Equity Fund
- Returns (3 Years): 26.31%
- AUM: Rs 36,607.55 crore
- NAV: Rs 122.14
- Equity Allocation: Information not provided
- Number of Stocks: Information not provided
These funds have not only delivered strong returns but also maintained a diversified portfolio across various sectors, making them attractive options for investors seeking both tax benefits and growth opportunities.
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