MF Gyan
Head-to-head

Compare up to 5 funds side-by-side.

Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.

Different categories detected. You're comparing funds from different categories (Equity Schemes - ELSS- Tax Saver Fund, Equity Scheme - ELSS). They have different risk-return characteristics, so a direct comparison of returns can be misleading. Use with care.

₹1 lakh over time

What ₹1,00,000 invested at the start of each window would have become in each fund.

elssDirect
Edelweiss ELSS Tax Saver Fund - Direct Plan - Growth
3Y ago₹1.53 L
5Y ago₹1.85 L
elssDirect
Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund - Direct Plan - Growth Option
3Y ago₹1.39 L
5Y ago₹1.70 L

Normalised price over time

Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.

Normalized: value at the start of the selected range = ₹100

Every metric, side-by-side

marks the winner per row.

MetricEdelweiss ELSS Tax Saver Fund -…Union ELSS Tax Saver Fund (Form…
Fund houseEdelweiss Mutual FundUnion Mutual Fund
CategoryEquity Schemes - ELSS- Tax Saver FundEquity Scheme - ELSS
PlanDirectDirect
Latest NAV₹141.47₹72.72
Assets managed (AUM)——
1M return1.17%1.01%
6M return4.92%2.64%
1Y return10.40%3.41%
3Y CAGR15.20%11.67%
5Y CAGR13.04%11.26%
Since inception CAGR14.81%13.28%
Bumpiness · 3Y (annualised σ)14.4214.09
Worst drop ever-36.80%-35.36%
Sharpe · 3Y (rf=6%)0.590.38