Compare mutual funds | Krystal Capitals

How much it grew
	A: Kotak ELSS Tax Saver Fund	B: ITI ELSS Tax Saver Fund	C: Quant ELSS Tax Saver Fund	D: JM ELSS Tax Saver Fund
3-year returnA year, on averageMiddle return of funds of this type we offer: +9.0% a year	+8.7%	+12.6%	+12.9%	+13.7%Higher
1-year returnTotal over the last year	−3.6%	−1.8%	+5.6%Higher	+1.9%
5-year returnA year, on average	+9.3%	+9.1%	+11.7%Higher	+11.1%
Since launchA year, on average, with at least a year of history	+11.0%from Apr 2006	+13.4%Higherfrom Oct 2019	+11.8%from Apr 2006	+9.0%from Apr 2008

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: Kotak ELSS Tax Saver Fund	B: ITI ELSS Tax Saver Fund	C: Quant ELSS Tax Saver Fund	D: JM ELSS Tax Saver Fund
Worst fallBiggest drop from a high, and when	−67.0%Jan 2008 – Mar 2009	−38.7%Smaller fall

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: Kotak ELSS Tax Saver Fund	B: ITI ELSS Tax Saver Fund	C: Quant ELSS Tax Saver Fund	D: JM ELSS Tax Saver Fund
3-year stretches that made moneyOut of every 3-year stretch on record	93%	100%Steadier

Risk level

Often used for

What funds of this type are usually for

A: Kotak ELSS Tax Saver FundSaving tax under Section 80C, under current law. Only in the old tax regime. Each investment is locked for 3 years.
B: ITI ELSS Tax Saver FundSaving tax under Section 80C, under current law. Only in the old tax regime. Each investment is locked for 3 years.
C: Quant ELSS Tax Saver FundSaving tax under Section 80C, under current law. Only in the old tax regime. Each investment is locked for 3 years.
D: JM ELSS Tax Saver FundSaving tax under Section 80C, under current law. Only in the old tax regime. Each investment is locked for 3 years.

Smallest SIP

The basics
	A: Kotak ELSS Tax Saver Fund	B: ITI ELSS Tax Saver Fund	C: Quant ELSS Tax Saver Fund	D: JM ELSS Tax Saver Fund
Risk level	See the fund house's risk level	See the fund house's risk level	Very HighFrom the fund house, as of 30 Sept 2026

Return in each calendar year.

Past performance may or may not be sustained in future and is not a guarantee of future returns.

Worst 3-year stretchA year, from the unluckiest start date	−10.6%Apr 2006 – Apr 2009	+9.2%Smaller fallFeb 2020 – Feb 2023	−16.1%Sept 2010 – Sept 2013	−13.2%May 2008 – May 2011

Worst calendar yearThe year and its return	−59.4%in 2008	+2.5%Smaller fallin 2022	−60.1%in 2008	−31.0%in 2011

Ups and downsLast 3 years. Lower is steadier.	14.4%Steadier	17.5%	16.6%	16.1%

Typical 3-year returnThe middle of all 3-year stretches, a year	+13.6%	+18.1%Steadier	+15.2%	+15.7%

Often used forWhat funds of this type are usually for	Saving tax under Section 80C, under current law. Only in the old tax regime. Each investment is locked for 3 years.	Saving tax under Section 80C, under current law. Only in the old tax regime. Each investment is locked for 3 years.	Saving tax under Section 80C, under current law. Only in the old tax regime. Each investment is locked for 3 years.	Saving tax under Section 80C, under current law. Only in the old tax regime. Each investment is locked for 3 years.