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
DSP ELSS Tax Saver Fund - Direct Plan - Growth
3Y ago₹1.50 L
5Y ago₹1.81 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.

MetricDSP ELSS Tax Saver Fund - Direc…Union ELSS Tax Saver Fund (Form…
Fund houseDSP Mutual FundUnion Mutual Fund
CategoryEquity Schemes - ELSS- Tax Saver FundEquity Scheme - ELSS
PlanDirectDirect
Latest NAV₹156.156₹72.72
Assets managed (AUM)——
1M return-0.37%1.01%
6M return-2.13%2.64%
1Y return3.16%3.41%
3Y CAGR14.37%11.67%
5Y CAGR12.65%11.26%
Since inception CAGR16.57%13.28%
Bumpiness · 3Y (annualised σ)14.1114.09
Worst drop ever-37.16%-35.36%
Sharpe · 3Y (rf=6%)0.550.38