Top Consistent Mutual Funds
| Scheme Name | Launch Date | AUM (Crore) | Expense Ratio (%) | 1-Yr Return (%) | 3-Yrs Return (%) | 5-Yrs Return (%) | 10-Yrs Return (%) |
|---|---|---|---|---|---|---|---|
| Canara Robeco Equity Tax Saver Fund - Regular Plan - Growth Option | 05-02-2009 | 4,198.40 | 1.90 | -2.24 | 19.82 | 15.45 | 14.90 |
| DSP Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 10,218.74 | 1.76 | -3.30 | 16.69 | 12.38 | 16.26 |
| IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth | 26-12-2008 | 3,851.42 | 1.94 | 1.61 | 21.18 | 12.80 | 16.54 |
| Mirae Asset Tax Saver Fund-Regular Plan-Growth | 05-12-2015 | 13,148.39 | 1.72 | -5.46 | 18.28 | 14.34 | - |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 415.69 | 2.53 | 0.30 | 17.21 | 11.96 | - |
| Quant Tax Plan - Growth Option - Regular Plan | 01-04-2000 | 1,787.29 | 2.62 | 10.61 | 37.29 | 21.99 | 20.08 |
| Union Long Term Equity Fund - Growth Option | 23-12-2011 | 553.06 | 2.50 | -0.79 | 18.71 | 13.19 | 12.96 |
| Invesco India Tax Plan - Growth | 29-12-2006 | 1,902.56 | 2.11 | -9.54 | 13.83 | 11.19 | 15.05 |
| UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option | 01-08-2005 | 2,997.38 | 1.97 | -3.92 | 17.43 | 12.09 | 13.13 |
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.