1/8

What percentage of your monthly income (after paying home loan EMIs and credit card bills) do you save after and invest for the long term.

Less than 5%

5 to 10%

10 to 20%

More than 20%

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2/8

What is your attitude towards savings?

Lifestyle is important to me at this point of time. I can save later.

I would like to save, but I cannot save much due to lifestyle and financial liabilities.

I try to save a fixed amount every month and also invest a big portion of my one- time cash-flows.

I have been saving a fixed percentage of my salary every month, based on how much I need to meet my goals. I do not rely on one-time cash-flows for investing.

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3/8

Have you invested in equity mutual funds before? If yes, for how many years?

Never

1 to 3 years

3 to 5 years

More than 5 years

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4/8

To get above average (more than FD) returns you have to take risks

Strongly disagree

Disagree

Agree

Strongly Agree

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5/8

How will you describe your attitude towards investing

Protect your capital

Be ready for small amount of loss, but not much

Be ready for reasonable amount of short term loss, as long as your money grows in the long term

Short term losses do not matter, if you have conviction in your long term investments

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6/8

If your equity investment makes 20% losses next year will you:

Sell your investments and put the proceeds in Fixed Deposits

Sell some investments, which made high losses and continue to hold some

Do nothing

Take advantage of the correction and invest some more money

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7/8

Are you interested in market and investing

I have no interest

I do not follow business news and the markets regularly

I follow business news and market whenever I have time

I follow the markets everyday or at least, every other day.

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8/8

How do you approach making financial or investment decisions

I feel stressed about it and try to avoid making decisions

I ask for advice from friends and relatives

I seek professional advice

I am knowledgeable about investments. I evaluate various options to make the best decision.

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Category: Equity: ELSS				Retuns as on 01-08-2025 in %
Scheme Name	Launch Date	AUM (Crore)	Expense Ratio (%)	Invested Amount	Current Value	Return (%)
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option	05-01-2015	4,360.67	1.82	600000.00	1042374.37	22.96
SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH	31-03-1993	30,616.22	1.58	600000.00	1018455.01	21.97
HDFC ELSS Tax saver - Growth Plan	05-03-1996	16,908	1.68	600000.00	1005915.15	21.44
HSBC Tax Saver Equity Fund - Growth	05-01-2007	253.4	2.5	600000.00	951630.44	19.09
DSP ELSS Tax Saver Fund - Regular Plan - Growth	05-01-2007	17,427.57	1.62	600000.00	940231.36	18.59
Franklin India ELSS Tax Saver Fund-Growth	05-04-1999	6,883.11	1.8	600000.00	935022.02	18.35
Parag Parikh ELSS Tax Saver Fund- Regular Growth	07-07-2019	5,557.37	1.72	600000.00	931010.27	18.17
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option	01-09-2005	15,623.15	1.69	600000.00	926153.33	17.95
HSBC ELSS Tax saver Fund - Regular Growth	01-01-2013	4,250.51	1.9	600000.00	924925.56	17.89
JM ELSS Tax Saver Fund (Regular) - Growth option	31-03-2008	208.9	2.38	600000.00	919164.95	17.63
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan	01-04-2000	11,900.92	1.64	600000.00	911394.64	17.27
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option	18-10-2019	434.7	2.32	600000.00	906596.37	17.05
Taurus ELSS Tax Saver Fund - Regular Plan - Growth	31-03-1996	80.98	2.44	600000.00	889102.30	16.23
BANK OF INDIA ELSS Tax Saver -ECO Plan-Growth	25-02-2009	1,432.23	2.08	600000.00	885729.23	16.07
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth	01-12-2015	26,537.48	1.54	600000.00	883967.75	15.99
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option	05-04-2017	225.38	1.99	600000.00	883726.92	15.98
Kotak ELSS Tax Saver Fund-Growth	01-11-2005	6,492.65	1.75	600000.00	883341.18	15.96
ICICI Prudential ELSS Tax Saver Fund - Growth	19-08-1999	14,660.64	1.71	600000.00	881443.78	15.87
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option	05-01-2006	933.84	2.22	600000.00	880341.06	15.82
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth	25-02-2009	1,432.23	2.08	600000.00	878912.25	15.75
BANDHAN ELSS Tax Saver Fund - Regular Plan - Growth	26-12-2008	7,151.15	1.74	600000.00	876807.17	15.65
Sundaram ELSS Tax Saver Fund Regular Growth	01-01-2013	1,394.52	2.16	600000.00	876326.90	15.62
Union ELSS Tax Saver Fund - Growth Option	23-12-2011	927.4	2.27	600000.00	871278.50	15.38
LIC MF ELSS Tax Saver-Regular Plan-Growth	31-03-1997	1,143.39	2.11	600000.00	869034.38	15.27
Tata ELSS Fund-Growth-Regular Plan	13-10-2014	4,695.39	1.81	600000.00	868357.35	15.24
Invesco India ELSS Tax Saver Fund - Growth	29-12-2006	2,911.31	1.91	600000.00	866885.34	15.17
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth	05-10-2016	979.66	2.14	600000.00	862038.21	14.94
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option	30-12-2008	431.13	2.34	600000.00	859135.61	14.8
CANARA ROBECO ELSS TAX SAVER - REGULAR PLAN - GROWTH OPTION	05-02-2009	9,102.87	1.68	600000.00	857896.69	14.73
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	10-05-2005	1,519.21	2.14	600000.00	845606.58	14.13
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option	11-12-2015	798.18	2.23	600000.00	844620.92	14.08
Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)-Regular Plan-Growth Option	20-12-2017	52.69	2.3	600000.00	839734.12	13.84
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option	01-08-2005	3,882.29	1.88	600000.00	816098.15	12.65
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option	29-03-1996	15,869.72	1.68	600000.00	815231.55	12.61
Axis ELSS Tax Saver Fund - Regular Plan - Growth	05-12-2009	36,277.24	1.53	600000.00	799373.55	11.79
Navi ELSS Tax Saver Fund- Regular Plan- Growth Option	30-12-2015	56.93	2.29	600000.00	785349.38	11.05
Shriram ELSS Tax Saver Fund - Regular Growth	18-01-2019	50.71	2.34	600000.00	760011.96	9.69
Equity: ELSS	-	-	-	600000.00	886303.36	16.02
NIFTY 500 TRI	01-01-1995	-	-	600000.00	883509.14	15.97

SIP Return of Funds

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