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Scheme Name NAV () AUM ( in Cr) 1 Yr (%) 3 Yr (%) 5 Yr (%) Inception (%) Expense Ratio Action
Sundaram LT MC Tax Advantage Fund - Sr.VI (D) 9.6800 36.95 38.80 -2.41 0.00 -1.15 1.39 Lumpsum SIP
Sundaram LT MC Tax Advantage Fund - Sr.VI (G) 9.6800 36.95 38.80 -2.41 0.00 -1.15 1.39 Lumpsum SIP
Sundaram LT Tax Advantage Fund - Sr.III (G) 10.4600 48.11 33.99 0.00 0.00 1.53 1.41 Lumpsum SIP
Sundaram LT Tax Advantage Fund - Sr.III (D) 10.4600 48.11 33.99 0.00 0.00 1.53 1.41 Lumpsum SIP
Sundaram LT MC Tax Advantage Fund - Sr.V (G) 10.6000 37.32 40.53 -0.82 0.00 1.56 1.39 Lumpsum SIP
Sundaram LT MC Tax Advantage Fund - Sr.V (D) 10.6000 37.32 40.53 -0.82 0.00 1.56 1.39 Lumpsum SIP
Sundaram LT MC Tax Advantage Fund - Sr.IV (D) 10.8100 36.45 40.69 -1.83 0.00 1.96 1.39 Lumpsum SIP
Sundaram LT MC Tax Advantage Fund - Sr.IV (G) 10.8100 36.45 40.69 -1.82 0.00 1.96 1.39 Lumpsum SIP
UTI-Long Term Advantage Fund - Sr.VI (D) 10.8900 367.34 37.25 3.59 0.00 2.75 2.45 Lumpsum SIP
UTI-Long Term Advantage Fund - Sr.VI (G) 10.8900 367.34 37.25 3.59 0.00 2.75 2.45 Lumpsum SIP
UTI-Long Term Advantage Fund - Sr.VII (D) 11.3400 280.70 36.50 0.00 0.00 4.38 2.63 Lumpsum SIP
UTI-Long Term Advantage Fund - Sr.VII (G) 11.3400 280.70 36.50 0.00 0.00 4.38 2.63 Lumpsum SIP
Nippon India Tax Saver (ELSS) Fund - (Div-A) 12.5300 10244.71 31.37 0.56 9.49 5.14 1.86 Lumpsum SIP
Indiabulls Tax Savings Fund (D) 11.7700 64.84 23.38 5.27 0.00 5.25 0.00 Lumpsum SIP
Indiabulls Tax Savings Fund (G) 11.7700 64.84 23.38 5.27 0.00 5.25 0.00 Lumpsum SIP
Sundaram LT MC Tax Advantage Fund - Sr.III (G) 12.5700 71.00 39.99 -2.34 0.00 5.47 1.41 Lumpsum SIP
Sundaram LT MC Tax Advantage Fund - Sr.III (D) 11.5700 71.00 40.01 -2.33 0.00 5.47 1.41 Lumpsum SIP
UTI-Long Term Advantage Fund - Sr.V (D) 12.5600 121.55 42.77 5.92 0.00 5.96 2.40 Lumpsum SIP
UTI-Long Term Advantage Fund - Sr.V (G) 12.5600 121.55 42.77 5.92 0.00 5.96 2.40 Lumpsum SIP
Baroda ELSS `96 - Plan A (G) 58.1800 188.24 34.12 7.98 12.48 6.94 2.58 Lumpsum SIP
JM Tax Gain Fund (D) 24.0600 47.15 34.14 14.16 18.37 7.02 2.44 Lumpsum SIP
JM Tax Gain Fund (G) 24.0600 47.15 34.14 14.16 18.37 7.02 2.44 Lumpsum SIP
UTI-Long Term Advantage Fund - Sr.IV (G) 13.4700 111.61 41.19 4.89 0.00 7.53 2.45 Lumpsum SIP
UTI-Long Term Advantage Fund - Sr.IV (D) 13.4700 111.61 41.19 4.89 0.00 7.53 2.45 Lumpsum SIP
Sundaram LT Tax Advantage Fund - Sr.IV (G) 12.2800 31.20 35.09 0.00 0.00 7.93 1.39 Lumpsum SIP
Sundaram LT Tax Advantage Fund - Sr.IV (D) 12.2800 31.20 35.09 0.00 0.00 7.93 1.39 Lumpsum SIP
Quantum Tax Saving Fund - Regular (D) 67.2000 81.28 39.48 8.75 0.00 8.95 1.79 Lumpsum SIP
Quantum Tax Saving Fund - Regular (G) 67.2000 81.28 39.48 8.75 0.00 8.95 1.79 Lumpsum SIP
Principal Tax Savings Fund - Regular (Div-H) 271.2300 477.42 37.18 8.30 0.00 8.95 0.00 Lumpsum SIP
LIC MF Tax Plan - (G) 83.9500 325.95 18.27 9.24 14.45 9.29 0.00 Lumpsum SIP
BOI AXA Midcap Tax Fund - Series 1 (G) 13.2700 113.22 39.68 9.82 0.00 9.76 1.71 Lumpsum SIP
BOI AXA Midcap Tax Fund - Series 1 (D) 13.2700 113.22 39.68 9.82 0.00 9.76 1.71 Lumpsum SIP
Sundaram LT Tax Advantage Fund - Sr.I (G) 18.1300 17.47 36.94 10.92 16.35 10.08 1.42 Lumpsum SIP
Sundaram LT Tax Advantage Fund - Sr.I (D) 16.7100 17.47 36.94 10.92 16.35 10.08 1.42 Lumpsum SIP
Mahindra Manulife ELSS Kar Bachat Yojana(D) 13.1600 315.69 35.31 8.76 0.00 10.10 2.42 Lumpsum SIP
Mahindra Manulife ELSS Kar Bachat Yojana(G) 15.2500 315.69 35.41 8.78 0.00 10.11 2.42 Lumpsum SIP
Taurus Tax Shield (D) 46.2600 71.76 25.95 9.21 15.69 10.51 2.51 Lumpsum SIP
LIC MF Tax Plan - (D) 20.0000 325.95 18.26 8.79 14.17 10.83 0.00 Lumpsum SIP
SBI Long Term Equity Fund (G) 188.0200 8728.76 38.19 9.54 13.32 10.87 2.00 Lumpsum SIP
SBI Long Term Advantage Fund - Series V (D) 13.5500 358.07 28.95 0.00 0.00 10.90 2.72 Lumpsum SIP
SBI Long Term Advantage Fund - Series V (G) 13.5600 358.07 28.96 0.00 0.00 10.91 2.72 Lumpsum SIP
Aditya Birla SL Tax Relief `96 (G) 40.0000 12595.35 26.70 8.95 14.78 11.36 1.81 Lumpsum SIP
HSBC Tax Saver Equity Fund (D) 23.1900 159.47 26.02 6.97 13.80 11.39 2.49 Lumpsum SIP
SBI Long Term Advantage Fund - Series I (D) 16.3400 31.20 44.92 11.16 16.57 11.51 2.89 Lumpsum SIP
BNP Paribas Long Term Equity Fund (D) 18.7600 475.66 30.34 12.08 13.87 11.53 2.40 Lumpsum SIP
HSBC Tax Saver Equity Fund (G) 46.9900 159.47 26.02 7.65 14.21 11.54 2.49 Lumpsum SIP
SBI Long Term Advantage Fund - Series I (G) 19.4000 31.20 44.92 11.22 16.62 11.55 2.89 Lumpsum SIP
BNP Paribas Long Term Equity Fund (G) 52.8000 475.66 30.33 12.70 14.26 11.59 2.40 Lumpsum SIP
ICICI Pru Long Term Wealth Enhancement Fund (D) 13.8300 46.72 27.70 0.00 0.00 11.60 1.39 Lumpsum SIP
ICICI Pru Long Term Wealth Enhancement Fund (G) 13.8300 46.72 27.70 0.00 0.00 11.60 1.39 Lumpsum SIP
Aditya Birla SL Tax Plan (G) 49.0700 511.95 25.72 8.24 14.07 11.66 2.52 Lumpsum SIP
Essel Long Term Advantage Fund (G) 17.7900 58.83 23.50 9.62 13.21 11.76 2.33 Lumpsum SIP
Essel Long Term Advantage Fund (D) 17.7900 58.83 23.51 9.62 13.22 11.76 2.33 Lumpsum SIP
Taurus Tax Shield (G) 98.7600 71.76 25.95 9.21 15.69 11.77 2.51 Lumpsum SIP
Baroda ELSS `96 - Plan A (D) 35.6900 188.24 34.12 7.75 12.33 11.95 2.58 Lumpsum SIP
Kotak Tax Saver Fund (D) 22.6000 1539.50 32.16 13.19 16.46 12.44 2.21 Lumpsum SIP
UTI-Long Term Equity Fund (G) 121.0600 1641.12 34.67 12.16 15.21 12.46 2.12 Lumpsum SIP
Kotak Tax Saver Fund (G) 60.3900 1539.50 32.51 13.91 16.90 12.48 2.21 Lumpsum SIP
PGIM India Long Term Equity Fund (D) 14.5600 339.05 38.20 10.95 14.29 12.55 2.48 Lumpsum SIP
Nippon India Tax Saver (ELSS) Fund - (D) 21.2700 10244.71 31.37 0.28 9.31 12.69 1.86 Lumpsum SIP
Nippon India Tax Saver (ELSS) Fund - (G) 64.1200 10244.71 31.37 0.56 9.49 12.77 1.86 Lumpsum SIP
SBI Long Term Advantage Fund - Series II (D) 17.4100 26.51 46.22 12.74 18.34 12.88 2.89 Lumpsum SIP
SBI Long Term Advantage Fund - Series II (G) 20.5900 26.51 46.22 12.80 18.38 12.91 2.89 Lumpsum SIP
PGIM India Long Term Equity Fund (G) 19.0700 339.05 38.29 11.20 14.91 13.13 2.48 Lumpsum SIP
Baroda ELSS `96 - Plan A (Bonus) 58.1800 188.24 34.12 7.98 12.48 13.36 2.58 Lumpsum SIP
UTI-Long Term Advantage Fund - Sr.III (D) 16.8500 231.44 46.09 8.01 0.00 13.42 2.48 Lumpsum SIP
UTI-Long Term Advantage Fund - Sr.III (G) 18.6100 231.44 46.09 8.01 0.00 13.42 2.48 Lumpsum SIP
L&T Tax Advantage Fund (D) 23.7200 3264.60 29.74 6.32 14.33 13.53 2.01 Lumpsum SIP
L&T Tax Advantage Fund (G) 68.2900 3264.60 29.70 6.79 14.62 13.64 2.01 Lumpsum SIP
Quant Tax Plan-(G) 157.5300 49.20 74.74 19.61 22.63 14.07 2.48 Lumpsum SIP
DSP Tax Saver Fund (D) 17.7700 7332.23 36.08 12.29 16.98 14.17 0.00 Lumpsum SIP
Union Long Term Equity Fund (D) 19.0700 308.78 37.29 12.63 13.75 14.19 0.00 Lumpsum SIP
Motilal Oswal Long Term Equity Fund (D) 20.0100 1885.10 22.35 8.07 16.81 14.19 2.04 Lumpsum SIP
Motilal Oswal Long Term Equity Fund (G) 22.5800 1885.10 22.35 8.15 16.86 14.24 2.04 Lumpsum SIP
Union Long Term Equity Fund (G) 34.1200 308.78 37.30 12.85 13.89 14.27 0.00 Lumpsum SIP
Invesco India Tax Plan (D) 20.7500 1376.61 29.06 11.63 15.64 14.36 0.00 Lumpsum SIP
DSP Tax Saver Fund (G) 67.0100 7332.23 36.09 13.38 17.66 14.41 0.00 Lumpsum SIP
Quant Tax Plan-(D) 21.8200 49.20 74.77 19.61 22.62 14.55 2.48 Lumpsum SIP
Invesco India Tax Plan (G) 69.5100 1376.61 30.39 12.87 16.44 14.64 0.00 Lumpsum SIP
UTI-Long Term Equity Fund (D) 25.2900 1641.12 34.67 11.81 15.00 14.74 2.12 Lumpsum SIP
Tata India Tax Savings Fund (G) 24.1100 2436.32 32.51 11.31 16.45 14.75 0.00 Lumpsum SIP
Sundaram LT Tax Advantage Fund - Sr.II (G) 19.8300 12.15 36.54 11.47 0.00 14.81 1.38 Lumpsum SIP
Sundaram LT Tax Advantage Fund - Sr.II (D) 18.3700 12.15 36.54 11.47 0.00 14.81 1.38 Lumpsum SIP
Sundaram Diversified Equity (G) 125.2200 2285.10 28.55 6.64 13.63 14.90 2.13 Lumpsum SIP
SBI Long Term Advantage Fund - Series III (D) 16.8300 49.54 45.30 12.86 0.00 14.92 2.87 Lumpsum SIP
SBI Long Term Advantage Fund - Series III (G) 19.8700 49.54 45.30 12.93 0.00 14.95 2.87 Lumpsum SIP
Canara Robeco Equity Tax Saver Fund (D) 32.2000 1534.05 34.65 15.79 17.38 14.98 0.00 Lumpsum SIP
Shriram Long Term Equity Fund (D) 13.5100 33.36 24.19 0.00 0.00 15.35 0.00 Lumpsum SIP
Shriram Long Term Equity Fund (G) 13.5200 33.36 24.27 0.00 0.00 15.38 0.00 Lumpsum SIP
Edelweiss Long Term Equity Fund (TS) (D) 19.0100 147.55 29.50 8.20 12.98 15.82 2.37 Lumpsum SIP
Edelweiss Long Term Equity Fund (TS) (G) 60.7000 147.55 29.42 8.62 13.25 15.95 2.37 Lumpsum SIP
Principal Tax Savings Fund 271.2300 477.42 37.18 8.30 16.45 16.00 0.00 Lumpsum SIP
Sundaram Diversified Equity (D) 13.2000 2285.10 28.65 6.02 13.22 16.08 2.13 Lumpsum SIP
Franklin India Taxshield - (D) 44.6100 4151.04 35.70 10.22 12.97 16.09 0.00 Lumpsum SIP
SBI Long Term Equity Fund (D) 46.7700 8728.76 36.72 8.80 12.86 16.20 2.00 Lumpsum SIP
SBI Long Term Advantage Fund - Series VI (G) 14.8500 281.90 35.61 0.00 0.00 16.21 2.97 Lumpsum SIP
SBI Long Term Advantage Fund - Series VI (D) 14.8600 281.90 35.61 0.00 0.00 16.22 2.97 Lumpsum SIP
IDBI Equity Advantage Fund - Regular (D) 21.8300 496.57 20.87 7.06 11.94 17.13 0.00 Lumpsum SIP
IDBI Equity Advantage Fund - Regular (G) 32.8500 496.57 20.86 7.26 12.07 17.22 0.00 Lumpsum SIP
UTI-Master Equity Plan Unit Scheme 135.7300 1943.93 29.21 10.16 14.71 17.59 2.23 Lumpsum SIP
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