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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in ELSS category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
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Benchmark Index:

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Returns (NAV as on May-22-2013)

Period	Returns (%)	Rank #
1 mth	3.7	28
3 mth	2.2	24
6 mth	5.5	18
1 year	29.2	2
2 year	9.1	6
3 year	8.6	10
5 year	-	-

# Moneycontrol Rank within 53 ELSS Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-6.7	-	-	-	-
2012	14.8	-1.3	10.6	6.2	36.0
2011	-6.6	-2.6	-7.6	-8.8	-23.9
2010	4.6	1.1	15.8	-1.8	22.9
2009	2.8	30.3	20.8	4.9	70.8
2008	-	-	-	0.1	0.1

View where it stands within its peers

* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	3.7	2.2	5.5	29.2	9.1	8.6	--
Category avg	3.7	2.3	4.1	20.7	5.2	5.3	3.3
Difference of Fund returns and Category returns	0.0	-0.1	1.4	8.5	3.9	3.3	--
Best of category	7.0	7.0	9.9	31.1	13.0	13.5	12.0
Worst of category	1.1	-2.1	-10.2	-2.0	-13.3	-10.1	-9.0
Benchmark returns #	4.3	3.2	7.2	23.9	5.0	5.4	3.0
Difference of Fund returns and Benchmark returns	-0.6	-1.0	-1.7	5.3	4.1	3.2	--

IDFC Tax Advantage (ELSS) Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)

# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

The investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related securities. There can be no assurance that the investment objective of the scheme will be realized.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Dec 17, 2008
Benchmark	S&P BSE 200
Asset Size (Rs cr)	160.09 (Mar-30-2013)
Minimum Investment	Rs.500
Last Dividend	N.A. View Dividend History
Bonus	N.A.
Fund Manager	Punam Sharma View performance of schemes managed by the Fund Manager
Notes	N.A

Load Details

Entry Load	N.A
Exit Load	0.00%
Load Comments	N.A.

Contact Details

Regd. Office	17/18, 3rd Floor, Vaswani Mansion, 120, Dinshaw Vachha Road, Opp. K C College, Churchgate, Mumbai, 400020
Tel. No.	22876419
Fax No.	2202 0798 / 6646 6953
Email	investor@idfcmf.com
Website	http://www.idfcmf.com

Peer Comparison

ELSS	Crisil Rank	Assets (Rs.cr)
ELSS	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
SBI Magnum Tax Gain (G)	Rank 3	4,578.79	3.5	5.2	22.0	6.6	5.0
HDFC Tax Saver (G)	Rank 4	3,490.65	0.4	3.5	15.8	5.1	9.1
UTI Master Equity Plan (US)	Not Ranked	1,261.75	3.5	7.1	25.3	7.8	5.9
Reliance Tax Saver (ELSS) (G)	Rank 3	2,036.92	4.4	3.1	17.8	8.8	9.7
L&T Tax Advantage (G)	Rank 3	1,166.81	3.1	4.1	20.4	7.4	9.1
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Equity	Sector	Value (Rs cr)	Asset %
ITC	Tobacco	11.50	7.41
ICICI Bank	Banking/Finance	8.72	5.62
Wockhardt	Pharmaceuticals	8.58	5.53
HDFC Bank	Banking/Finance	8.52	5.49
HCL Tech	Technology	7.22	4.65
Lupin	Pharmaceuticals	7.03	4.53
SBI	Banking/Finance	6.80	4.38
Infosys	Technology	6.71	4.32
Coal India	Metals & Mining	6.38	4.11
Cairn India	Oil & Gas	6.24	4.02