📊 Category Deep Dive · ELSS Tax Saver Funds

Best ELSS Tax Saver Mutual Funds in India — Compare Top 5

Compare the best ELSS tax saver funds in India — Axis, SBI, Mirae Asset, DSP and HDFC. Save up to ₹46,800 in tax under Section 80C with a 3-year lock-in. Live NAV, returns and risk from RightAdvise database.

5Funds Compared
₹1.17 L CrCombined AAUM
05 Jun 2026Data As Of
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All data pulled live from RightAdvise database  ·  NAV updated daily  ·  AAUM from latest AMFI quarterly filing  ·  Returns calculated from daily NAV history
Comparison

Top 5 ELSS Tax Saver Funds — At a Glance

Sorted by 5-year CAGR. Click any fund for full analysis — rolling returns, drawdown chart, NAV history and risk ratios.

1
SBI ELSS Tax Saver Fund
SBI MF  ·  SBI brand trust · Growth-oriented · Widest distribution network
NAV
₹458.76
1Y Return
-1.6%
3Y CAGR
+19.3 % p.a.
5Y CAGR
+17.2 % p.a.
AAUM
₹28.6K Cr
Risk
Very High
Deep Dive →
2
HDFC ELSS Tax Saver
HDFC MF  ·  India's largest AMC · Value-growth blend · Long track record
NAV
₹1,422.13
1Y Return
-4.7%
3Y CAGR
+16.2 % p.a.
5Y CAGR
+16.7 % p.a.
AAUM
₹15.1K Cr
Risk
Very High
Deep Dive →
3
DSP ELSS Tax Saver Fund
DSP MF  ·  Disciplined approach · Consistent performer · Well-diversified
NAV
₹149.58
1Y Return
-2.5%
3Y CAGR
+16.7 % p.a.
5Y CAGR
+14.3 % p.a.
AAUM
₹16.0K Cr
Risk
Very High
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4
Mirae Asset ELSS Tax Saver Fund
Mirae Asset MF  ·  Research-driven · Global expertise · Strong track record
NAV
₹55.04
1Y Return
+2.3%
3Y CAGR
+15.2 % p.a.
5Y CAGR
+13.2 % p.a.
AAUM
₹25.5K Cr
Risk
Very High
Deep Dive →
5
Axis ELSS Tax Saver Fund
Axis MF  ·  Largest ELSS by AUM · Quality-growth investing · Low churn portfolio
NAV
₹103.64
1Y Return
-3.3%
3Y CAGR
+10.8 % p.a.
5Y CAGR
+7.9 % p.a.
AAUM
₹31.8K Cr
Risk
Very High
Deep Dive →
Performance

₹1 Lakh Invested — How It Grew

If you had invested ₹1 lakh 5 years ago in each fund, here is how much it would be worth today. Calculated from 5 years of daily NAV in the RightAdvise database.

5-Year Growth of ₹1 Lakh Direct Plan · Growth Option · All funds rebased to ₹1,00,000
Data Table

Full Comparison Table

💡 What is AAUM? AAUM stands for Average Assets Under Management — the average value of all investor money a fund managed during a specific quarter. Reported to SEBI every quarter via AMFI. More reliable than a single-day AUM snapshot.

FundNAVAAUM1Y Return 3Y CAGR 5Y CAGR 10Y CAGR Max Drawdown Sharpe (3Y)
SBI ELSS Tax Saver Fund ₹458.76 2026-06-04 ₹28.6K Cr Jan–Mar 2026 -1.6% +19.3 % p.a. +17.2 % p.a. +15.0 % p.a. -38.2% 1.06
HDFC ELSS Tax Saver ₹1,422.13 2026-06-04 ₹15.1K Cr Jan–Mar 2026 -4.7% +16.2 % p.a. +16.7 % p.a. +14.2 % p.a. -44.1% 0.90
DSP ELSS Tax Saver Fund ₹149.58 2026-06-04 ₹16.0K Cr Jan–Mar 2026 -2.5% +16.7 % p.a. +14.3 % p.a. +16.0 % p.a. -37.2% 0.85
Mirae Asset ELSS Tax Saver Fund ₹55.04 2026-06-04 ₹25.5K Cr Jan–Mar 2026 +2.3% +15.2 % p.a. +13.2 % p.a. +17.9 % p.a. -37.8% 0.73
Axis ELSS Tax Saver Fund ₹103.64 2026-06-04 ₹31.8K Cr Jan–Mar 2026 -3.3% +10.8 % p.a. +7.9 % p.a. +12.3 % p.a. -33.5% 0.41
⚠️ Data Note: Returns (what is CAGR?) calculated from daily NAV data in RightAdvise database. AAUM from official AMFI quarterly filings. Max Drawdown calculated over full available NAV history. Sharpe Ratio uses 3-year daily NAV and 6.5% risk-free rate. Educational purposes only. Past performance does not guarantee future returns.
Education

What Are ELSS Tax Saver Funds?

ELSS (Equity Linked Savings Scheme) funds must invest at least 80% of their assets in equity and equity-related instruments as per SEBI regulations. They qualify for tax deduction under Section 80C of the Income Tax Act up to ₹1.5 lakh per year. ELSS funds have a mandatory 3-year lock-in period — the shortest among all 80C investment options.

ELSS (Equity Linked Savings Scheme) funds are equity mutual funds that double as tax-saving instruments under Section 80C of the Income Tax Act. They offer the dual benefit of potentially superior long-term returns through equity investing and immediate tax savings of up to ₹46,800 per year for those in the 30% tax bracket. Among all 80C options — PPF, NSC, tax-saving FDs — ELSS funds have the shortest lock-in period of just 3 years, and historically the highest return potential.

The best ELSS tax saver funds are essentially diversified equity funds with a 3-year lock-in. The lock-in is per SIP instalment — each monthly SIP matures separately after 3 years. Gains above ₹1 lakh per year are taxed at 10% as Long Term Capital Gains (LTCG) — which is lower than most other tax-saving instruments. If you are comparing ELSS vs PPF: PPF gives 7.1% guaranteed but locks for 15 years; the best ELSS funds have historically delivered 12-15% CAGR over 10+ years but with equity market risk.

✅ Why Consider ELSS Tax Saver Funds

  • Shortest lock-in among all 80C options — just 3 years vs 5 years for tax FDs and 15 years for PPF
  • Tax deduction up to ₹1.5 lakh under Section 80C — saves up to ₹46,800 for those in 30% bracket
  • Higher return potential than PPF, NSC and tax-saving FDs over long periods
  • LTCG tax of 10% above ₹1 lakh per year — lower than many other tax saving instruments
  • Can be started as SIP — each instalment unlocks separately after 3 years providing rolling liquidity

⚠️ Key Risks to Know

  • Equity market risk — ELSS funds can fall 40-50% in bear markets just like any equity fund
  • 3-year lock-in is strict — no premature redemption even in financial emergencies
  • Returns are not guaranteed unlike PPF or tax-saving FDs
  • LTCG tax applies — gains above ₹1 lakh per year taxed at 10%
  • Past 3-year returns are affected by entry point — SIP smooths this but lump sum timing matters

✅ Suitable For

  • Taxpayers in the 20% or 30% tax bracket looking to maximise 80C deductions
  • Investors with 5+ year horizon who want equity growth alongside tax savings
  • Those who have already used PPF and other 80C options and want equity exposure for remaining limit
  • SIP investors building wealth and saving tax simultaneously every month

❌ May Not Be Suitable For

  • Investors who cannot lock in money for 3 years — ELSS redemption before 3 years is not permitted
  • Conservative investors who cannot handle equity market volatility
  • Those in the 0% or 5% tax bracket where 80C benefit is minimal
  • Investors who have already exhausted 80C limit through EPF, home loan principal etc

💡 ELSS vs PPF — Which is Better for Tax Saving?

PPF gives 7.1% guaranteed returns with 15-year lock-in and complete tax exemption at all stages (EEE). ELSS has a 3-year lock-in but equity market risk — returns are not guaranteed. Historically, the best ELSS funds have delivered 12-15% CAGR over 10-year periods, significantly above PPF. The right answer depends on your risk tolerance: PPF for guaranteed, safe 80C savings; ELSS for higher return potential with market risk. Most financial planners suggest using both — PPF for safety, ELSS for growth.

📖 Learn the Metrics
CAGR, Sharpe Ratio, Sortino & Std Dev — Explained
What do these numbers actually mean? Read before you invest.
📖 Learn the Metrics
Drawdown & Rolling Returns — Explained Simply
Why max drawdown and rolling returns reveal more than CAGR.
Common Questions

ELSS Tax Saver Fund FAQs

The best ELSS funds in India by AUM include Axis ELSS Tax Saver Fund, SBI ELSS Tax Saver Fund, Mirae Asset ELSS Tax Saver Fund, DSP ELSS Tax Saver Fund and HDFC ELSS Tax Saver. Compare their 3-year and 5-year returns, max drawdown and Sharpe ratio in the table above. Past returns do not guarantee future performance.
ELSS investments up to ₹1.5 lakh per year qualify for deduction under Section 80C. If you are in the 30% tax bracket, this saves ₹46,800 in tax per year (₹1.5 lakh × 31.2% including cess). In the 20% bracket, savings are ₹31,200. Remember — LTCG above ₹1 lakh per year on redemption is taxed at 10%.
No — ELSS funds have a mandatory 3-year lock-in from the date of each investment. For SIPs, each instalment is locked for 3 years from its respective investment date. Premature withdrawal is not permitted under any circumstance, including financial emergencies. This is a statutory requirement, not an AMC rule.
PPF offers 7.1% guaranteed returns, 15-year lock-in and complete EEE tax treatment. ELSS offers 3-year lock-in, equity market returns (historically 12-15% CAGR over 10 years for top funds) but no return guarantee. ELSS gains above ₹1 lakh per year are taxed at 10% LTCG. Best approach: use both — PPF for guaranteed savings, ELSS for growth-oriented 80C allocation.
AAUM (Average Assets Under Management) is the average corpus of the fund across an entire quarter, as officially reported to AMFI. All AUM data on RightAdvise is from official AMFI quarterly AAUM disclosures — the same data filed by AMCs with SEBI.
⚠️ RightAdvise.com is NOT registered with SEBI. All content is for educational purposes only. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully and consult a SEBI-registered investment advisor before investing.
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