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Performance Tracker

ELSS

Funds aimed at enabling investors to avail tax rebates under Section 80-C of the Income Tax Act.
ELSS - Returns (in %) - as on Oct 01, 2014
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Axis Long Term Equity Fund (G) Rank 1
1,310.99 1.0 9.6 35.4 71.6 34.2 29.9 --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 2.7 6.7 46.0 98.9 33.4 29.8 20.6
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 0.9 7.9 33.1 53.8 28.2 24.4 16.3
Religare Invesco Tax Plan (G) Rank 2
159.04 2.1 9.6 34.1 63.0 29.3 23.9 17.6
ICICI Pru Tax Plan (G) Rank 2
1,840.90 0.1 5.0 32.1 63.6 29.6 26.1 18.5
Principal Tax Savings Rank 2
227.71 -0.4 2.6 28.7 60.1 28.2 27.0 13.7
Tata Tax Saving Fund Rank 3
144.15 1.4 6.8 28.0 41.8 21.5 19.3 13.4
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 1.1 6.9 29.2 55.2 26.2 22.8 12.1
HDFC Long Term Advantage (G) Rank 3
967.64 -1.6 5.0 25.4 57.3 26.1 22.7 16.1
DSP-BRTax Saver Fund (G) Rank 3
808.27 -0.2 5.5 31.9 56.6 27.1 24.9 15.6
Franklin India Tax Shield (G) Rank 3
1,133.25 1.5 9.5 29.2 55.7 25.9 22.4 17.4
Birla Sun Life Tax Plan (G) Rank 3
135.05 1.1 6.7 28.7 53.8 25.4 22.3 13.7
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 1.7 7.5 29.9 53.0 27.6 23.9 16.1
SBI Magnum Tax Gain (G) Rank 3
4,327.68 0.2 6.0 29.9 56.8 25.2 23.6 13.6
HDFC Tax Saver (G) Rank 3
4,036.36 -1.7 1.1 31.5 64.8 26.1 21.6 15.4
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 -0.3 4.2 26.2 58.1 24.9 24.5 14.7
Principal Personal Tax Saver Rank 4
353.73 -1.6 2.3 21.6 45.1 20.7 20.1 10.8
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 -0.9 4.9 26.6 46.8 21.8 20.5 15.6
L&T Tax Advantage (G) Rank 4
1,262.67 -0.4 4.2 24.6 45.6 21.5 18.8 14.7
UTI Equity Tax Saving (G) Rank 4
453.64 0.7 5.8 25.4 43.9 20.9 18.6 11.6
Sundaram Tax Saver (G) Rank 5
1,139.83 0.2 5.2 25.9 47.2 18.5 19.4 10.1
Kotak Tax Saver (G) Rank 5
369.34 0.6 7.4 29.3 50.5 16.6 17.7 10.8
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 0.6 4.7 30.4 61.5 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
5.99 -0.7 3.0 23.9 45.4 19.8 17.7 12.7
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 -0.6 3.3 24.5 46.6 -- -- --
Quantum Tax Saving Fund (G) Not Ranked
20.43 -0.6 3.5 22.4 46.7 23.0 22.6 16.6
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 2.2 9.5 33.6 69.1 34.9 30.3 21.0
Kotak Tax Saver - Direct (G) Not Ranked
1.12 0.6 7.6 29.7 51.2 -- -- --
Principal Tax Savings - Direct Not Ranked
0.40 -0.4 2.7 29.0 60.7 -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 0.2 5.2 32.6 64.9 -- -- --
Religare Invesco AGILE Tax (G) Not Ranked
6.19 -6.8 -4.7 2.2 11.7 6.9 10.9 6.9
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 2.2 10.0 34.9 64.7 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
113.38 1.2 3.9 26.5 57.1 18.9 22.4 15.2
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 0.8 6.0 25.9 44.7 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
125.42 -0.5 3.4 25.6 47.3 20.8 18.8 12.3
UTI Master Equity Plan (US) Not Ranked
1,428.55 -0.7 4.3 22.5 41.9 20.4 18.9 12.0
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 -0.4 3.0 22.5 42.8 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 -0.4 2.9 22.4 42.5 22.8 -- --
UTI Long Term Advantage (G) Not Ranked
204.16 -0.5 3.4 25.3 46.1 19.1 17.6 9.9
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 1.6 9.7 29.6 56.8 -- -- --
Tata Tax Saving Fund - Direct Not Ranked
1.47 1.5 7.1 28.5 43.0 -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 -3.2 -3.7 23.1 49.1 10.1 10.8 3.4
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 1.7 7.1 26.2 44.8 22.0 19.5 14.5
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 0.2 5.3 26.2 47.7 -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 1.9 8.5 40.3 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 1.9 8.5 40.1 -- -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 0.2 6.1 30.2 57.5 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 2.3 8.5 40.3 86.5 35.3 -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 2.3 10.2 42.5 86.2 33.1 26.8 13.3
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 2.7 6.9 46.5 100.2 -- -- --
JM Tax Gain Fund (G) Not Ranked
31.40 0.5 4.5 29.9 59.9 24.5 21.6 9.8
Taurus Tax Shield - Direct (G) Not Ranked
0.26 -1.3 2.6 21.7 43.3 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 -1.3 2.6 21.6 42.8 16.3 16.6 10.3
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
14.49 -0.4 4.4 25.0 46.4 -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 0.9 5.2 21.8 48.4 21.9 19.1 12.7
L&T Tax Saver Fund (G) Not Ranked
28.82 0.8 3.4 23.4 49.3 21.8 18.4 9.7
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 -0.9 5.0 26.9 47.5 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 1.1 7.1 29.7 56.2 -- -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 1.1 6.9 29.1 54.8 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 0.6 4.3 26.1 36.9 13.8 14.1 5.1
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 -0.9 3.9 23.4 44.0 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 -1.0 3.9 23.2 43.6 22.3 20.0 11.0
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 -1.0 3.7 22.8 42.7 21.5 19.4 10.6
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 1.9 7.9 30.6 54.4 -- -- --
IDFC Tax Saver Fund (G) Not Ranked
34.86 -1.4 3.5 19.6 35.6 21.8 20.0 13.2
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 0.9 7.9 33.2 54.0 -- -- --
DWS Tax Saving Fund (G) Not Ranked
42.77 0.3 4.8 24.5 43.1 23.1 19.3 10.0
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 0.1 4.8 24.7 43.3 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 0.7 9.3 29.0 50.1 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
30.84 0.6 9.0 28.4 48.6 22.7 19.9 9.8
ING Tax Saving -Direct (G) Not Ranked
0.05 -1.3 2.6 22.9 43.0 -- -- --
ING Tax Saving (G) Not Ranked
23.44 -1.4 2.3 22.1 41.2 18.4 14.9 11.5
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 0.7 4.5 26.5 38.1 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 7.0 14.7 41.8 68.0 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 6.9 14.5 41.3 66.8 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 -0.3 4.4 26.6 59.2 -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
74.77 -1.7 1.3 31.8 65.8 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 -1.6 5.1 25.7 58.2 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.49 -0.4 -1.4 29.2 59.9 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 -0.5 -1.5 29.0 59.5 23.1 21.2 14.1
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 1.5 5.6 24.6 43.0 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
32.96 1.5 5.5 24.3 42.4 22.7 20.5 12.8
Escorts Tax Plan - Direct (G) Not Ranked
0.01 1.4 10.9 32.0 54.4 -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 1.4 10.7 31.6 55.3 13.8 9.5 3.5
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 -0.1 5.7 32.2 57.4 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
23.80 1.2 10.0 36.6 74.0 -- -- --
CATEGORY AVERAGE 0.4 5.4 27.9 51.0 12.9 11.1 6.7

Note : Returns have been calculated based on NAV's as on Oct 01, 2014 & Index values as on Oct 01, 2014

As per AMFI guidelines, effective from quarter ending December 31, 2010, fund houses have stopped publishing the Assets Under Management (AUM) on a monthly basis. This data is published every quarter.

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