Top Consistent Mutual Funds

Submit
Scheme Name Launch Date AUM (Crore) Expense Ratio (%) 1-Yr Return (%) 3-Yrs Return (%) 5-Yrs Return (%) 10-Yrs Return (%)
Franklin India Taxshield-Growth 05-04-1999 5,224.24 1.85 18.35 22.62 15.65 16.23
HDFC ELSS Tax saver - Growth Plan 05-03-1996 11,271.61 1.75 20.36 25.91 15.75 15.21
Kotak Tax Saver-Scheme-Growth 01-11-2005 4,122.24 1.80 15.12 20.71 17.00 17.38
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 05-09-2005 12,323.18 1.72 16.68 23.50 12.75 15.31
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 556.68 2.33 10.92 20.74 15.82 -
Quant Tax Plan - Growth Option - Regular Plan 01-04-2000 4,956.53 1.85 15.34 32.53 26.42 24.28
BANK OF INDIA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 860.31 2.26 23.15 23.10 21.72 17.87
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 2,507.68 1.93 26.20 22.96 16.48 -
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 15,773.93 1.69 26.84 25.02 18.04 16.32
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 10-05-2005 1,543.66 2.17 12.21 18.94 13.45 14.40
Tata ELSS Tax Saver Fund-Growth-Regular Plan 13-10-2014 3,477.71 1.87 13.01 19.52 15.74 -
Union Tax Saver (ELSS) Fund - Growth Option 23-12-2011 695.17 2.35 16.67 21.31 17.50 14.28

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.