Poor performing ELSS has given around 10% annualized return in the last 5 years
whereas the best performing ELSS has delivered around 25% annualized return in the last 5 years.
After all, the average return from this category has been a meagre -0.96% over the past year, -2.13% in the past three years, and 9.42% over the past five years.
The equity markets have not done well in the past one, three or five years, if you review the performance now. However, the picture would have been dramatically different if you were looking at their returns when the Sensex was at 21,000
Parmeters:
Past performance, risk adjusted return,
Top 5 Plans:
whereas the best performing ELSS has delivered around 25% annualized return in the last 5 years.
After all, the average return from this category has been a meagre -0.96% over the past year, -2.13% in the past three years, and 9.42% over the past five years.
The equity markets have not done well in the past one, three or five years, if you review the performance now. However, the picture would have been dramatically different if you were looking at their returns when the Sensex was at 21,000
Parmeters:
Past performance, risk adjusted return,
Top 5 Plans:
Canara Robeco Equity Tax Saver AUM: Rs 560.34 crore
Expense ratio: 2.45%
Franklin India Taxshield AUM: Rs 900.05 crore
Expense ratio: 2.49%
Religare Invesco Tax Plan AUM Rs: 127.84 crore
Expense ratio: 2.75%
ICICI Pru Tax Plan
AUM: Rs 1,363.50 crore
Expense ratio: 2.26%
