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A Comparative Study of Equity Linked Savings Schemes (ELSS) Floated by Domestic Mutual ...

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About this project

A Comparative Study of Equity Linked Savings Schemes (ELSS) Floated by Domestic Mutual Fund Players

Objective: Evaluate and compare top Equity Linked Savings Schemes (ELSS) from major domestic mutual fund players.

Context: ELSS funds are popular tax-saving instruments in India, but their risk-return profiles and fund management quality vary widely. Informed comparisons help investors make better choices and promote transparency in the mutual fund industry.

What you'll build: Using data from MoneyControl, Value Research Online, and AMFI, you'll select leading ELSS funds and compare their 3-year and 5-year returns, volatility, and fund manager performance. MS Excel will be used for data analysis, charting, and constructing an investment suitability matrix for different investor profiles.

Deliverables: A comparative evaluation report with charts, performance tables, and an investment suitability matrix for ELSS funds.

Milestones

1. Select top ELSS funds

10 marks 7d

Compile a list of the top 5-7 ELSS funds offered by major domestic mutual fund companies, using recent AUM, performance, and popularity data. Submit a table with fund names, AMC, and selection criteria. Ensure your selection rationale is clear and based on quantitative evidence.

2. Compare 3-year/5-year returns & volatility

10 marks 7d

Create a comparative table showing 3-year and 5-year annualized returns and standard deviation (volatility) for each selected ELSS fund. Include data sources and calculation methods. Your submission should highlight differences and trends, enabling direct performance comparison across funds.

3. Assess fund manager performance

15 marks 7d

Gather and present profiles of the fund managers for each ELSS fund, including tenure, past performance, and relevant credentials. Submit a summary table and brief analysis discussing how manager experience and track record may have impacted fund performance.

4. Prepare investment suitability matrix

15 marks 9d

Develop an investment suitability matrix mapping each ELSS fund to investor profiles based on risk appetite, investment horizon, and return expectations. Submit a clear matrix and a short explanation of your mapping logic, ensuring recommendations are justified by your earlier analyses.

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Upcoming sessions

Session	Window	Enrolled
A Comparative Study of Equity Linked Savings Schemes (ELS...	11 Jun 2026 to 10 Jun 2028	0

Skills you'll learn

data-start="796" data-end="818"> Financial Analysisdata-start="819" data-end="844"> Investment Evaluationdata-start="845" data-end="868"> Data Interpretationdata-start="869" data-end="894"> Mutual Fund Knowledgedata-start="895" data-end="914"> Risk Assessmentdata-start="915" data-end="955"> Report Writing & Presentation Skills

Tools used

Financial Platforms: MoneyControlValue Research OnlineAMFI Analysis Tools: MS Excel (for comparison and charting)Google Sheets Optional: SPSS or R for statistical analysis Documentation: MS WordMS PowerPoint for reports and presentations

Prerequisites

Basic understanding of mutual funds and ELSS Familiarity with financial ratios and investment metrics (CAGRSharpe RatioAlphaBeta) Knowledge of Indian tax laws (especially Section 80C) Awareness of current mutual fund market trends

Available mentors

Priyang Kumar

Free

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