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:

  1. 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
  2. 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
  3. 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
  4. 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
  5. 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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