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Tax Efficient Income Funds
- Average Return 10.0%
- No. of Funds 12
What is Tax Efficient Income Mutual Fund
Tax-efficient income funds are mutual funds that invest in units of debt-oriented schemes and arbitrage schemes to generate stable returns with low risk.
Advantages of Tax Efficient Income Funds
- If the mutual fund units are sold after 2 years from the date of investment, gains are taxed at the rate of 12.5%
- Aims to deliver stable returns than pure equity funds, with lower volatility.
- Flexible asset allocation as mix is adjusted between arbitrage and debt based on market opportunities
Top schemes of Tax Efficient Income Mutual Funds sorted by Returns
12 funds
ShowReturns for
via
#NA of NA
ETM Rank: App exclusive 
Fund Size
₹1,725 Cr
Return (p.a)
+ 9.96%+ 0.73% + 6.5%+ 1.02% + 5.58%+ 1.57% + 4.07%+ 2.17% + 9.41%+ 15.17% + 11.54%+ 33.55%
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹1,820 Cr
Return (p.a)
+ 9.03%+ 0.66% + 7.09%+ 1.11% + 6.57%+ 1.85% + 6.92%+ 3.67% + 10.28%+ 16.63% + 10.4%+ 29.83%
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹1,689 Cr
Return (p.a)
+ 10.25%+ 0.75% + 6.55%+ 1.03% + 5.27%+ 1.49% + 5.3%+ 2.81% + 9.73%+ 15.71% + 7.8%+ 21.71%
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹1,546 Cr
Return (p.a)
+ 7.75%+ 0.57% + 5.96%+ 0.94% + 5.6%+ 1.58% + 7.09%+ 3.75% + 7.48%+ 11.94% + 6.61%+ 18.12%
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹629 Cr
Return (p.a)
+ 8.63%+ 0.64% + 6.36%+ 1.0% + 5.53%+ 1.56% + 6.04%+ 3.2% + 7.29%+ 11.62% + 6.57%+ 18.02%
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹105 Cr
Return (p.a)
+ 9.5%+ 0.7% + 7.02%+ 1.1% N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A.
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹213 Cr
Return (p.a)
+ 7.92%+ 0.59% + 6.13%+ 0.97% N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A.
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹295 Cr
Return (p.a)
+ 8.63%+ 0.64% + 6.16%+ 0.97% N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A.
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹6,346 Cr
Return (p.a)
+ 9.06%+ 0.67% + 6.67%+ 1.05% + 6.08%+ 1.71% + 7.38%+ 3.91% N.A.N.A. N.A.N.A.
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹20 Cr
Return (p.a)
+ 7.6%+ 0.56% + 6.08%+ 0.96% N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A.
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹732 Cr
Return (p.a)
+ 8.87%+ 0.65% + 6.4%+ 1.01% N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A.
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹1,963 Cr
Return (p.a)
+ 8.6%+ 0.64% + 6.36%+ 1.0% N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A.
ETM Rank
#NA of NA
App exclusive
Returns Calculator
See what your investment would have yielded in
Invested ₹ 6 Lakh
Profit ₹ 3.33 Lakh
₹ 9.33 Lakh
This fund has generated an XIRR of 11.54% over the past 5 Years
SIP Calculator
Mutual Fund Calculator
Lumpsum CalculatorHow to invest in Tax Efficient Income Funds?
Investing in Tax Efficient Income mutual funds on the ET Money app is simple. Follow these steps:
For Desktop Users:
- Click on the "Invest" button next to the scheme in the Tax Efficient Income fund list shown above.
- Scan the QR code to download the app.
For Mobile Users:
- Tap on the "Invest" button in the Tax Efficient Income fund list to download the app.
- Open the app, sign up, and complete your one-time KYC process, or log in if you're already registered.
- Search for the mutual fund you want to invest in and choose your investment mode (Lump sum investment or SIP).
- Enter your investment amount.
- Fill in the required details, including your bank account for payment, and confirm.
All set! Your investment is complete.
Frequently Asked Questions
Which are the best Tax Efficient Income Mutual Funds to invest in 2025?
These are top 5 Tax Efficient Income funds you can invest in 2025
| Fund Name | Fund Category | Consistency | 5.0 Year Return (Annualized) |
|---|---|---|---|
| DSP Income Plus Arbitrage Omni FoF | Debt | 7.59 % p.a. | |
| Kotak Income Plus Arbitrage Omni FoF | Debt | NA | |
| ICICI Prudential Income Plus Arbitrage Active FoF | Debt | 10.85 % p.a. | |
| SBI Income Plus Arbitrage Active FoF | Debt | NA | |
| Invesco India Income Plus Arbitrage Active FoF | Debt | NA |
What kind of returns can I earn from Tax Efficient Income ?
Tax Efficient Income Funds have on an average delivered 5.85% p.a. returns in the last 1 year. Their 3 and 5 year annualized returns are 10.0% and 8.99%. p.a.
