By MOFSL
2026-02-18T10:15:00.000Z
6 mins read

Top ELSS Mutual Funds to Save Tax in 2026

motilal-oswal:tags/mutual-fund,motilal-oswal:tags/mutual-fund-account,motilal-oswal:tags/sip,motilal-oswal:tags/mutual-fund-investment
2026-02-18T10:15:00.000Z

Top ELSS Mutual Funds in 2026

Introduction

Every year as March approaches millions of Indians begin a familiar scramble: the search for ways to save on income tax. For many this usually means locking money away in a bank for five years or putting it into a pension fund where you can’t touch it until retirement.

But what if there was a way to save tax while also giving your money the chance to grow at the same speed as the stock market? Enter ELSS (Equity Linked Savings Scheme).

ELSS is the only type of mutual fund that allows you to claim a tax deduction. It’s like a double-action tablet: it reduces your tax headache and builds your wealth at the same time. In 2026 as the Indian economy continues to expand ELSS remains the most popular tax-saving choice for people who want their money to work hard.

Tax-Saving Instruments at a Glance (2026)

Investment Option
Lock-in Period
Returns Potential
Tax Benefit (Sec 80C)
ELSS Mutual Fund
3 Years (Shortest)
High (Market-linked)
Up to ₹1.5 Lakh
Tax-Saving FD
5 Years
Low (Fixed 6-7%)
Up to ₹1.5 Lakh
PPF
15 Years
Moderate (Fixed 7.1%)
Up to ₹1.5 Lakh
NPS
Till age 60
Moderate to High
Up to ₹1.5 Lakh + Extra

What is an ELSS Mutual Fund?

If you are new to investing the name might sound technical. Let’s break it down.

By investing in an ELSS fund you can reduce your taxable income by up to ₹1.5 Lakh every year. Depending on your tax bracket this could save you up to ₹46800 in taxes annually!

The 3-Year Lock-in: A Blessing in Disguise

ELSS comes with a mandatory lock-in period of three years. This means once you put your money in you cannot take it out for 36 months. While some people see this as a hurdle smart investors see it as a safety belt. It prevents you from panicking and selling your stocks when the market goes down for a few days ensuring your long-term wealth doesn't collapse due to emotional decisions.

Top ELSS Mutual Funds to Consider in 2026

Based on their performance management quality and risk-handling in early 2026 here are the top tax-saving funds to watch.

1. HDFC ELSS Tax Saver Fund

Why it’s a Top Pick: HDFC is a household name for trust. In 2026 their ELSS fund has emerged as a top performer focusing on large stable companies that provide a rock-solid foundation for your portfolio.

2. SBI ELSS Tax Saver Fund

Why it’s a Top Pick: As the largest ELSS fund in India it manages over ₹32000 crores. This massive size means it is very stable and less likely to be affected by sudden market shocks.

3. Motilal Oswal ELSS Tax Saver Fund

Why it’s a Top Pick: This fund follows a High Conviction strategy. Instead of buying 100 different companies they pick a few (about 25-30) that they believe will be the biggest winners of 2026.

4. Parag Parikh ELSS Tax Saver Fund

Why it’s a Top Pick: This fund is famous for its Value style. They look for great companies that are currently on sale or undervalued by the market.

5. Quant ELSS Tax Saver Fund

Why it’s a Top Pick: Quant uses advanced mathematical models and data to decide when to buy and sell. In 2026 their tech-heavy approach has led to massive outperformance.

How to Choose the Right ELSS Fund for You?

Don't just pick the fund with the highest return on the screen. Use this simple checklist:

  1. Check the Expense Ratio: This is the fee the company charges to manage your money. In 2026 aim for a fund with an expense ratio below 1.0% for Direct plans.
  2. Look at the Fund Manager: Has the same person been managing the fund for a long time? Stability in management usually leads to stability in returns.
  3. Analyze the Portfolio: Does the fund invest in companies you know and trust? You can find this list in any mutual fund app.
  4. Lumpsum vs. SIP: If it’s already March you might need to do a Lumpsum (one-time) investment to save tax. But if you have time start an SIP (Systematic Investment Plan) for ₹5000 every month. It’s easier on your pocket and safer for your money.

The New Tax Regime vs. Old Tax Regime

This is the most important question for 2026.

Wait so should I still buy ELSS if I’m in the New Regime?

Yes! Even without the tax benefit ELSS remains a fantastic Flexi-cap mutual fund. Because of the 3-year lock-in it forces you to stay invested which is the secret to making big money in the stock market. Many people use it as a wealth-building tool even if they don't need the tax break.

Taxation on Gains (2026 Rules)

When you sell your ELSS units after the 3-year lock-in your profit is considered LTCG (Long Term Capital Gain).

Pro Tip: If you withdraw only a small portion every year so your profit stays under ₹1.25 Lakh you can effectively pay zero tax on your returns!

How to Invest in 5 Minutes

Investing in 2026 is entirely paperless.

  1. Pick an App: Use a trusted platform like Motilal Oswal Riise app.
  2. KYC Check: If you’ve never invested before you’ll need to upload your PAN and Aadhaar. It takes about 24 hours to get approved.
  3. Search for ELSS: Type the name of the fund (e.g. HDFC ELSS Tax Saver).
  4. Select Direct - Growth: Always choose Direct to avoid paying commissions to agents.
  5. Pay: Use UPI or Net Banking. You will receive your Units within 1-2 working days.

Frequently Asked Questions (FAQs)

Can I withdraw my money before 3 years in an emergency?

No. The 3-year lock-in is a legal requirement. Not even the bank or the fund house can release your money before the 36 months are over. Only invest money you don't need for at least 3 years.

What happens after 3 years?

Your money is not automatically sent back to you. It stays in the fund and continues to grow. You can choose to withdraw it all withdraw a part or just leave it there for 10 more years.

Is ELSS better than a Public Provident Fund (PPF)?

ELSS is better if you want higher returns (12-15%) and a shorter lock-in. PPF is better if you want 100% safety with no risk and a long-term (15-year) goal.

Can I lose money in ELSS?

Since it invests in the stock market the value can go down in the short term. However over 3 years the chance of losing money in a diversified ELSS fund is historically very low.

How much can I invest in ELSS?

There is no upper limit. You can invest ₹10 Lakhs if you want. However you will only get a tax benefit on the first ₹1.5 Lakh.

Does every SIP installment have a 3-year lock-in?

Yes! This is a common confusion. If you start a SIP in January 2026 that installment is locked until January 2029. Your February 2026 installment will be locked until February 2029 and so on.

Can I switch from one ELSS fund to another?

You can only switch or move your money after the 3-year lock-in period is over for those specific units.

Is the Dividend option better than the Growth option?

In 2026 most experts suggest theGrowth option. In the Dividend option the money you get is taxed whereas in the Growth option your money stays invested and grows faster through compounding.

Do I need a Demat account for ELSS?

Not necessarily. You can invest directly through the mutual fund's website or app using just your bank account.

What is a Tax-Saver Index Fund?

In 2026 some companies have launched ELSS Index Funds (like the Nifty 50 Tax Saver). These are even cheaper and simply copy the top 50 companies of India.
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