A tax saving fund is a type of mutual where you get an additional benefit of tax saving. These types of mutual funds are eligible for tax deductions under the provisions of Section 80C of the Income Tax Act, 1961. Here you can claim a tax deduction of up to INR 1,50,000 and save taxes up to INR 46,800 in a year. These tax saver funds are also known as ELSS funds which stands for equity-linked savings scheme.
Top performing plans with High Returns**
Invest ₹10K/month & Get ₹1 Crore# returns
Fund Details |
Fund Size |
NAV |
5 Year |
7 Year |
10 Year |
|
|---|---|---|---|---|---|---|
 High Growth Fund
Fund Size: 8,243 Cr
|
8,243 Cr |
120.7 -0.87% |
31.47% Highest Returns |
22.76% |
19.3% |
Get Details |
 Virtue II
Fund Size: 3,314 Cr
|
3,314 Cr |
75.97 -0.30% |
25.83% Highest Returns |
18.88% |
16.48% |
Get Details |
 Accelerator Mid-Cap Fund II
Fund Size: 6,109 Cr
|
6,109 Cr |
86.97 -0.35% |
22.28% Highest Returns |
14.15% |
15.61% |
Get Details |
 Opportunities Fund
Fund Size: 38,633 Cr
|
38,633 Cr |
78.45 -0.37% |
22.64% Highest Returns |
14.94% |
15.48% |
Get Details |
Fund Details |
Fund Size |
NAV |
5 Year |
7 Year |
10 Year |
|
|---|---|---|---|---|---|---|
 Whole Life Aggressive Growth Fund
Fund Size: 843 Cr
|
843 Cr |
94.39 -0.70% |
19.93% Highest Returns |
16.7% |
14.91% |
Get Details |
|
Whole Life Stable Growth Fund
Fund Size: 268 Cr
|
268 Cr |
62.47 -0.30% |
15.46% Highest Returns |
13.43% |
12.08% |
Get Details |
 Balanced Fund
Fund Size: 365 Cr
|
365 Cr |
48.01 -0.28% |
13.61% Highest Returns |
11.66% |
11.02% |
Get Details |
 Balanced Pension
Fund Size: 559 Cr
|
559 Cr |
71.06 -0.30% |
12.32% Highest Returns |
11.34% |
10.7% |
Get Details |
Fund Details |
Fund Size |
NAV |
5 Year |
7 Year |
10 Year |
|
|---|---|---|---|---|---|---|
 Builder
Fund Size: 237 Cr
|
237 Cr |
90.36 -0.35% |
8.21% |
8.06% |
8.45% Highest Returns |
Get Details |
|
Whole Life Income Fund
Fund Size: 811 Cr
|
811 Cr |
38.64 -0.01% |
6.99% |
7.41% |
7.84% Highest Returns |
Get Details |
 Debt Fund
Fund Size: 478 Cr
|
478 Cr |
36.64 -0.02% |
7.02% |
7.28% |
7.63% Highest Returns |
Get Details |
|
Conservative Fund
Fund Size: 231 Cr
|
231 Cr |
56.2 -0.10% |
8.1% Highest Returns |
7.47% |
7.56% |
Get Details |
Best ULIP Funds - Consider the best performing ULIP funds to invest in 2025 with Policybazaar. Find the list of best ULIP funds in India on the basis of Returns, Latest Nav, Fund Size and Categories
Returns as on 14-01-2025. The returns are the returns of best-performing fund in the plan
Disclaimer :
†Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. The sorting is based on past 10 years’ fund performance (Fund Data Source: Value Research). For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
Quant Tax Plan is an ELSS fund scheme offered by Quant Mutual Fund. This fund aims to generate long-term wealth for its investor by creating a diversified portfolio of equity and equity-related securities with high growth potential.
This fund has consistently delivered good returns over the years.
Also, this fund has a Sharpe ratio of 1.24. The higher the Sharpe ratio of a fund, the better its returns have been relative to the risk it carries.
Features of the fund:
AUM (Fund Size): Currently, the fund is managing an AUM of ₹555 Crores
Minimum Investment: For SIP and lumpsum, the minimum investment is ₹500
Exit Load: 0%
Lock-in: 3 Years
Expense ratio: 0.57%
Performance of the fund:
|
Period |
Returns |
|
1 year |
61.61 % |
|
3 years |
36.58% |
Mirae Asset Tax Saver Fund is an ELSS mutual fund scheme from Mirae Asset Mutual Fund. This fund aims to generate long-term wealth for its investor by creating a diversified portfolio of equity and equity-related securities with high growth potential.
Since its inception, the fund has delivered 20.45% CAGR returns. It has delivered returns consistently without many ups and downs in the portfolio.
Features of the fund:
AUM (Fund Size): Currently, the fund is managing an AUM of ₹ 10,087 Crores
Minimum Investment: For SIP and lumpsum, the minimum investment is ₹500
Exit Load: 0%
Lock-in: 3 Years
Expense ratio: 0.43%
Performance of the fund:
|
Period |
Returns |
|
1 year |
35.42% |
|
3 years |
24.85% |
Canara Robeco Equity Tax Saver is an ELSS mutual fund scheme offered by Canara Robeco. This fund aims to generate long-term wealth for its investor by creating a diversified portfolio of equity and equity-related securities with high growth potential.
The fund makes investments both in primary and secondary equity markets and may also invest in ADRs or GDRs, which are the overseas markets dealing with investments in equity.
Features of the fund:
AUM (Fund Size): Currently, the fund is managing an AUM of ₹ 2,876 Crores
Minimum Investment: For SIP and lumpsum, the minimum investment is ₹500
Exit Load: 0%
Lock-in: 3 Years
Expense ratio: 0.76%
Performance of the fund:
|
Period |
Returns |
|
1 year |
35.42% |
|
3 years |
25.06 % |
Invesco India Tax Plan is an ELSS mutual fund scheme from Invesco Mutual Fund. This fund aims to generate long-term wealth for its investor by creating a diversified portfolio of equity and equity-related securities with high growth potential.
This fund has been in existence for 15 years, and it was launched on 20/11/2006. Since its inception, it has delivered a return of 15.14% CAGR.
Features of the fund:
AUM (Fund Size): Currently, the fund is managing an AUM of ₹ 1,859 Crores
Minimum Investment: For SIP and lumpsum, the minimum investment is ₹500
Exit Load: 0%
Lock-in: 3 Years
Expense ratio: 0.88%
Performance of the fund:
|
Period |
Returns |
|
1 year |
32.38% |
|
3 years |
21.13% |
UTI Long Term Equity Fund is an ELSS mutual fund scheme from UTI Mutual Fund. It is an open-ended equity fund that invests a minimum of 80% in equity-related instruments and a maximum of 20% in money market instruments and other liquid instruments.
This fund aims to create long-term wealth for its investors by investing the majority of funds in equity and equity-related instruments.
Features of the fund:
AUM (Fund Size): Currently, the fund is managing an AUM of ₹ 2,977 Crores
Minimum Investment: For SIP and lumpsum, the minimum investment is ₹500
Exit Load: 0%
Lock-in: 3 Years
Expense ratio: 1.15%
Performance of the fund:
|
Period |
Returns |
|
1 year |
32.75% |
|
3 years |
21.62% |
DSP Tax Saver is an ELSS mutual fund scheme from DSP Mutual Fund. This fund aims to generate long-term wealth for its investor by creating a diversified portfolio of equity and equity-related securities.
This fund has delivered consistent returns over the years and has invested majorly in the finance, technology, construction, energy, and chemical sectors.
Features of the fund:
AUM (Fund Size): Currently, the fund is managing an AUM of ₹ 9,420 Crores
Minimum Investment: For SIP and lumpsum, the minimum investment is ₹500
Exit Load: 0%
Lock-in: 3 Years
Expense ratio: 0.84%
Performance of the fund:
|
Period |
Returns |
|
1 year |
34.36% |
|
3 years |
22.01% |
Axis Long Term Equity is an ELSS mutual fund scheme from Axis Mutual Fund. The scheme aims to create long-term wealth and capital growth for its investors by forming a diversified portfolio of equity and equity-related securities.
This fund has allocated 78.56% of the money in large-cap stocks, 18.47% in mid-cap stocks, and 1.81% in small-cap stocks. Axis Long Term Equity invests in businesses with high growth and a sustainable business model.
Features of the fund:
AUM (Fund Size): Currently, the fund manages an AUM of ₹ 33,529 Crores
Minimum Investment: For SIP and lumpsum, the minimum investment is ₹500
Exit Load: 0%
Lock-in: 3 Years
Expense ratio: 0.74%
Performance of the fund:
|
Period |
Returns |
|
1 year |
32.75% |
|
3 years |
21.62% |
Kotak Tax Saver Fund is an ELSS mutual fund scheme from Kotak Mahindra Mutual Fund. This fund makes investments in companies that have good financial strength, reputation, and a beneficial track record. The fund management selects companies that are relatively less prone to recessions or cycles.
Features of the fund:
AUM (Fund Size): Currently, the fund has an AUM of ₹ 2,335 Crores
Minimum Investment: For SIP and lumpsum, the minimum investment is ₹500
Exit Load: 0%
Lock-in: 3 Years
Expense ratio: 0.73%
Performance of the fund:
|
Period |
Returns |
|
1 year |
32.75% |
|
3 years |
21.62% |
*All savings are provided by the insurer as per the IRDAI approved insurance
plan. Standard T&C Apply
Tax benefit is subject to changes in tax laws
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
^The tax benefits under Section 80C allow a deduction of up to ₹1.5 lakhs from the taxable income per year and 10(10D) tax benefits are for investments made up to ₹2.5 Lakhs/ year for policies bought after 1 Feb 2021. Tax benefits and savings are subject to changes in tax laws.
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.
†Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. The sorting is based on past 10 years’ fund performance (Fund Data Source: Value Research). For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
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