Overview / Mutual Fund Discovery / Open Ended Schemes ( ELSS )

Open Ended Schemes ( ELSS ) Mutual Funds in India

Quantitative risk-adjusted comparison across 7 AMFI-registered Open Ended Schemes ( ELSS ) schemes. Category Median 3Y CAGR: +11.91% p.a. • Category Median 3Y Sortino: 0.55.

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 Aditya Birla Sun Life Tax Savings Fund - Direct Plan - Growth Option (AMFI 131739) Aditya Birla Sun Life Mutual Fund Direct Plan +13.76% 0.76 -17.61%
#2 Aditya Birla Sun Life Tax Savings Fund - Regular Plan - Growth Option (AMFI 131736) Aditya Birla Sun Life Mutual Fund Regular Plan +13.69% 0.75 -17.79%
#3 Aditya Birla Sun Life Tax Savings Fund - Regular Plan - Bonus Option (AMFI 131738) Aditya Birla Sun Life Mutual Fund Regular Plan +13.68% 0.75 -17.80%
#4 Aditya Birla Sun Life Tax Savings Fund - Direct Plan - Bonus Option (AMFI 131741) Aditya Birla Sun Life Mutual Fund Direct Plan +11.91% 0.55 -17.56%
#5 Aditya Birla Sun Life Tax Savings Fund - Direct Plan - Dividend Option (AMFI 131740) Aditya Birla Sun Life Mutual Fund Direct Plan +11.49% 0.50 -17.62%
#6 Aditya Birla Sun Life Tax Savings Fund - Regular Plan - Dividend Option (AMFI 131737) Aditya Birla Sun Life Mutual Fund Regular Plan +11.42% 0.49 -17.77%
#7 Franklin India Index Tax Fund (AMFI 101037) Franklin Templeton Mutual Fund Regular Plan +4.18% -0.12 -59.32%

Explore Other SEBI Mutual Fund Categories