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Top Consistent Mutual Fund Performers

Scheme Name Launch Date AUM (Crore) Expense Ratio (%) 1-Yr Return (%) 3-Yrs Return (%) 5-Yrs Return (%) 10-Yrs Return (%)
IDFC Tax Advantage (ELSS) Fund-Regular Plan-Growth 26-12-2008 2,059.85 2.04 -1.30 10.45 11.23 14.97
DSP Tax Saver Fund - Regular Plan - Growth 05-01-2007 5,646.03 1.90 5.82 10.04 11.87 14.88
L&T Tax Advantage Fund-Regular Plan-Growth 05-02-2006 3,385.23 2.04 -4.28 8.65 10.41 13.60
Aditya Birla Sun Life Tax Relief 96 - Growth Option 29-03-1996 8,849.88 2.03 -4.28 8.81 12.29 13.40
Invesco India Tax Plan - Growth 29-12-2006 878.07 2.53 -1.76 9.66 11.86 15.28
Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option 16-02-1999 620.64 2.41 -5.13 8.19 11.58 13.45
HDFC Long Term Advantage Fund - Growth Option 02-01-2001 1,451.14 2.13 7.27 12.24 10.67 14.46
Axis Long Term Equity Fund - Growth 29-12-2009 19,717.72 1.81 1.12 11.54 13.32 -
Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App 02-05-2005 2,681.26 2.09 -2.73 6.76 9.66 11.08
Kotak Tax Saver-Scheme-Growth 23-11-2005 942.11 2.43 7.15 10.50 12.71 12.35

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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