SBI Focused Equity Fund 728x90

Consistent Performing Mutual Funds

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Scheme Name Launch Date AUM (Crore) Expense Ratio (%) 1-Yr Return (%) 3-Yrs Return (%) 5-Yrs Return (%) 10-Yrs Return (%)
Aditya Birla Sun Life Tax Relief 96 - Growth Option 05-03-1996 9,371.50 1.94 -12.43 1.09 5.24 10.09
Axis Long Term Equity Fund - Regular Plan - Growth 29-12-2009 19,632.01 1.72 -8.78 5.12 6.48 14.73
DSP Tax Saver Fund - Regular Plan - Growth 05-01-2007 5,407.34 1.87 -14.30 -0.30 5.73 10.50
Franklin India Taxshield-Growth 05-04-1999 3,130.66 1.95 -23.56 -4.56 0.72 9.44
HDFC Long Term Advantage Fund - Growth Option 05-01-2001 1,031.62 2.20 -21.39 -1.92 4.33 9.50
IDFC Tax Advantage (ELSS) Fund-Regular Plan-Growth 26-12-2008 1,758.13 2.16 -24.72 -4.49 1.65 9.62
Invesco India Tax Plan - Growth 29-12-2006 930.37 2.23 -11.49 2.06 5.20 11.39
Kotak Tax Saver-Scheme-Growth 23-11-2005 1,040.28 2.29 -15.36 -0.50 4.43 8.76
L&T Tax Advantage Fund-Regular Plan-Growth 05-02-2006 2,700.02 2.08 -17.91 -3.42 3.65 8.91
Mirae Asset Tax Saver Fund-Regular Plan-Growth 01-12-2015 3,184.24 1.79 -13.33 2.61 - -
PGIM India Long Term Equity Fund - Regular Plan - Growth Option 11-12-2015 290.52 2.37 -17.01 -1.76 - -
Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App 02-05-2005 1,981.93 2.17 -24.09 -6.21 1.70 7.24
Tata India Tax Savings Fund-Growth-Regular Plan 13-10-2014 1,769.58 3.20 -17.18 -0.25 5.56 -
UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option 01-08-2005 1,139.89 2.50 -12.53 -0.52 3.47 8.04

Most consistent funds have been chosen based on average rolling returns and consistency with which funds have beaten category average returns. We have ranked schemes based on these two parameters using our proprietary algorithm and are showing the most consistent schemes for each category. Note that we have ranked schemes which have performance track records of at least 5 years (consistency cannot be measured unless a scheme has sufficiently long track record covering multiple market cycles e.g. bull market, bear market, sideways market etc). Also note that, schemes whose AUMs have not yet reached Rs 500 crores have been excluded from ranking.

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