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Close Ended Schemes ( ELSS ) Mutual Funds in India

Quantitative risk-adjusted comparison across 73 AMFI-registered Close Ended Schemes ( ELSS ) schemes. Category Median 3Y CAGR: +8.08% p.a. • Category Median 3Y Sortino: 0.43.

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Schemes Ranked by 3-Year Sortino Ratio (Downside Risk Efficiency)

Category Rank Scheme Name AMC Plan 3Y CAGR 3Y Sortino Max Drawdown
#1 SBI Tax Advantage Fund - Series III - Direct Plan - Growth Option (AMFI 126279) SBI Mutual Fund Direct Plan N/A 4.37 -5.20%
#2 SBI Tax Advantage Fund-Series- III - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) (AMFI 126278) SBI Mutual Fund Direct Plan N/A 4.37 -5.20%
#3 SBI Tax Advantage Fund-Series- III - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) (AMFI 126378) SBI Mutual Fund Regular Plan N/A 4.27 -5.23%
#4 SBI Tax Advantage Fund - Series III - Regular Plan - Growth (AMFI 126379) SBI Mutual Fund Regular Plan N/A 4.27 -5.23%
#5 SBI LONG TERM ADVANTAGE FUND - SERIES I - DIRECT PLAN - GROWTH (AMFI 132933) SBI Mutual Fund Direct Plan N/A 2.32 -9.77%
#6 SBI Long Term Advantage Fund - Series I - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) (AMFI 132934) SBI Mutual Fund Direct Plan N/A 2.32 -9.77%
#7 SBI LONG TERM ADVANTAGE FUND - SERIES I - REGULAR PLAN - GROWTH (AMFI 132924) SBI Mutual Fund Regular Plan N/A 2.28 -9.87%
#8 SBI Long Term Advantage Fund - Series I - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) (AMFI 132923) SBI Mutual Fund Regular Plan N/A 2.28 -9.87%
#9 SBI LONG TERM ADVANTAGE FUND - SERIES II - DIRECT PLAN - GROWTH (AMFI 133364) SBI Mutual Fund Direct Plan N/A 1.37 -20.48%
#10 SBI Long Term Advantage Fund - Series II - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) (AMFI 133363) SBI Mutual Fund Direct Plan N/A 1.37 -20.48%
#11 SBI LONG TERM ADVANTAGE FUND - SERIES II - REGULAR PLAN - GROWTH (AMFI 133361) SBI Mutual Fund Regular Plan N/A 1.34 -20.58%
#12 SBI Long Term Advantage Fund - Series II - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) (AMFI 133362) SBI Mutual Fund Regular Plan N/A 1.34 -20.58%
#13 Sundaram Long Term Tax Advantage Fund Series I Direct Plan - Growth (AMFI 133324) Sundaram Mutual Fund Direct Plan N/A 1.30 -11.58%
#14 Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth (AMFI 133322) Sundaram Mutual Fund Regular Plan N/A 1.30 -11.60%
#15 SBI Long Term Advantage Fund - Series V - Direct Plan - Growth (AMFI 142138) SBI Mutual Fund Direct Plan +17.83% 1.07 -15.00%
#16 SBI Long Term Advantage Fund - Series V - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) (AMFI 142140) SBI Mutual Fund Direct Plan +17.83% 1.07 -15.00%
#17 SBI Long Term Advantage Fund - Series V - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) (AMFI 142137) SBI Mutual Fund Regular Plan +17.43% 1.04 -15.06%
#18 SBI Long Term Advantage Fund Series V - Regular Plan - Growth (AMFI 142139) SBI Mutual Fund Regular Plan +17.43% 1.04 -15.06%
#19 SBI Long Term Advantage Fund - Series III - Direct Plan - Growth (AMFI 136007) SBI Mutual Fund Direct Plan N/A 0.91 -20.80%
#20 SBI Long Term Advantage Fund - Series III - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) (AMFI 136006) SBI Mutual Fund Direct Plan N/A 0.91 -20.80%
#21 Sundaram Long Term Tax Advantage Fund Series I Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) (AMFI 133325) Sundaram Mutual Fund Direct Plan N/A 0.91 -11.58%
#22 Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) (AMFI 133323) Sundaram Mutual Fund Regular Plan N/A 0.89 -11.60%
#23 SBI Long Term Advantage Fund - Series III - Regular Plan - Growth (AMFI 136004) SBI Mutual Fund Regular Plan N/A 0.86 -20.94%
#24 SBI Long Term Advantage Fund - Series III - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) (AMFI 136005) SBI Mutual Fund Regular Plan N/A 0.86 -20.94%
#25 Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth (AMFI 135682) Sundaram Mutual Fund Direct Plan N/A 0.81 -15.01%
#26 Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth (AMFI 135684) Sundaram Mutual Fund Regular Plan N/A 0.78 -15.08%
#27 ICICI Prudential Long Term Wealth Enhancement Fund - Direct Plan IDCW Option (AMFI 142133) ICICI Prudential Mutual Fund Direct Plan +12.02% 0.62 -18.94%
#28 ICICI Prudential Long Term Wealth Enhancement Fund - Direct Plan Cumulative Option (AMFI 142134) ICICI Prudential Mutual Fund Direct Plan +12.02% 0.62 -18.94%
#29 ICICI Prudential Long Term Wealth Enhancement Fund - Cumulative Option (AMFI 142136) ICICI Prudential Mutual Fund Regular Plan +11.62% 0.58 -19.02%
#30 ICICI Prudential Long Term Wealth Enhancement Fund - IDCW Option (AMFI 142135) ICICI Prudential Mutual Fund Regular Plan +11.62% 0.58 -19.02%
#31 Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) (AMFI 135681) Sundaram Mutual Fund Direct Plan N/A 0.58 -15.01%
#32 Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) (AMFI 135683) Sundaram Mutual Fund Regular Plan N/A 0.54 -15.08%
#33 BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan Growth (AMFI 141950) Bank of India Mutual Fund Direct Plan +13.20% 0.52 -24.98%
#34 BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan IDCW (AMFI 141949) Bank of India Mutual Fund Direct Plan +13.20% 0.52 -24.98%
#35 BANK OF INDIA Mid Cap Tax Fund Series 1 Regular Plan Growth (AMFI 141952) Bank of India Mutual Fund Regular Plan +12.86% 0.49 -25.06%
#36 BANK OF INDIA Mid Cap Tax Fund Series 1 Regular Plan IDCW (AMFI 141951) Bank of India Mutual Fund Regular Plan +12.86% 0.49 -25.06%
#37 BANK OF INDIA Midcap Tax Fund Series 2 Direct Plan IDCW (AMFI 144309) Bank of India Mutual Fund Direct Plan +12.07% 0.43 -23.90%
#38 BANK OF INDIA Midcap Tax Fund Series 2 Direct Plan Growth (AMFI 144315) Bank of India Mutual Fund Direct Plan +12.07% 0.43 -23.90%
#39 BANK OF INDIA Midcap Tax Fund Series 2 Regular Plan Growth (AMFI 144314) Bank of India Mutual Fund Regular Plan +11.80% 0.41 -23.99%
#40 BANK OF INDIA Midcap Tax Fund Series 2 Regular Plan IDCW (AMFI 144316) Bank of India Mutual Fund Regular Plan +11.80% 0.41 -23.98%

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