Election 2014
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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 Apr 22, 2014
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Mutual Fund Scheme Crisil Rank AUM
(Rs. cr.)
Dec 13
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Axis Long Term Equity Fund (G) Rank 1
748.82 3.0 12.2 23.2 33.5 23.4 15.2 --
BNP Paribas Tax Advantage Plan (G) Rank 1
144.47 4.3 8.4 11.4 22.1 16.9 11.3 19.1
Principal Tax Savings Rank 2
198.51 6.5 10.1 18.7 27.0 20.3 9.9 17.1
ICICI Pru Tax Plan (G) Rank 2
1,497.77 6.1 10.6 20.9 30.1 20.4 10.0 24.4
IDFC Tax Advantage (ELSS) (G) Rank 2
160.23 4.2 5.6 12.7 23.0 19.7 9.0 18.9
Religare Invesco Tax Plan (G) Rank 2
137.69 4.8 9.5 17.3 23.9 17.6 9.6 21.5
HDFC Long Term Advantage (G) Rank 3
828.23 5.5 11.4 19.3 25.9 17.7 8.7 22.2
HSBC Tax Saver Equity Fund (G) Rank 3
167.29 4.4 13.2 19.7 22.6 20.1 9.6 19.2
DSP-BRTax Saver Fund (G) Rank 3
722.92 5.2 8.6 14.6 22.2 18.0 8.1 20.0
SBI Magnum Tax Gain (G) Rank 3
4,051.57 4.6 9.7 17.8 23.6 17.2 8.9 17.8
Franklin India Tax Shield (G) Rank 3
954.92 3.7 9.3 15.9 21.8 15.9 9.2 20.5
Tata Tax Saving Fund Rank 3
125.20 3.9 8.3 8.4 15.7 13.0 6.4 17.7
Reliance Tax Saver (ELSS) (G) Rank 3
1,852.11 6.1 17.5 30.4 27.7 15.6 10.2 21.6
Can Robeco Eqty TaxSaver (G) Rank 3
597.49 4.6 7.8 12.3 18.2 14.4 8.3 21.8
Birla Sun Life Tax Plan (G) Rank 3
115.40 3.3 7.4 15.7 22.0 17.3 7.7 16.7
Birla SL Tax Relief 96 (G) Rank 3
1,394.59 3.4 7.8 16.3 23.0 17.9 6.4 18.2
L&T Tax Advantage (G) Rank 4
1,105.37 4.5 8.9 12.7 20.4 14.2 6.2 19.9
UTI Equity Tax Saving (G) Rank 4
425.54 3.5 7.1 11.2 16.9 13.9 5.6 15.8
HDFC Tax Saver (G) Rank 4
3,386.28 8.7 13.4 21.8 26.4 15.1 6.7 21.3
Principal Personal Tax Saver Rank 4
338.39 4.4 10.2 15.4 23.1 16.3 5.8 16.5
Kotak Tax Saver (G) Rank 5
334.45 3.3 7.8 11.8 9.5 9.2 2.6 15.0
Sundaram Tax Saver (G) Rank 5
1,162.76 4.7 8.1 12.6 14.5 13.2 5.6 15.4
Religare Invesco AGILE Tax (G) Not Ranked
6.56 3.8 2.4 7.4 14.0 11.0 5.4 10.9
Religare Invesco Tax Plan - DP (G) Not Ranked
0.82 4.9 9.8 17.9 25.0 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
117.68 4.4 9.4 14.2 17.1 14.5 6.3 16.3
UTI Equity Tax Saving - Direct (G) Not Ranked
1.96 3.6 7.2 11.4 17.3 -- -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
11.87 6.2 17.7 30.9 28.5 -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
12.03 3.8 9.5 16.3 22.6 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
29.73 3.7 12.9 29.5 26.3 21.3 -- --
Kotak Tax Saver - Direct (G) Not Ranked
0.57 3.3 8.0 12.0 10.0 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.02 3.7 8.5 13.6 19.6 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
5.08 3.6 8.4 13.2 18.6 13.4 5.3 17.0
JM Tax Gain Fund -Direct (G) Not Ranked
0.04 5.1 13.9 19.6 21.2 -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
13.47 6.2 10.8 21.3 31.0 -- -- --
UTI Master Equity Plan (US) Not Ranked
1,254.19 4.8 8.4 12.1 18.4 14.4 6.2 15.7
Tata Tax Saving Fund - Direct Not Ranked
0.74 4.0 8.5 8.9 18.3 -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
5.80 6.0 15.9 17.6 7.7 4.5 -3.9 7.6
UTI Long Term Advantage (G) Not Ranked
186.77 4.3 9.4 13.9 13.6 12.7 3.7 14.8
Union KBC Tax Saver Scheme (G) Not Ranked
53.87 4.2 8.1 12.9 17.7 17.2 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
3.94 4.7 8.2 12.7 14.8 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
23.36 4.6 9.8 18.1 24.1 -- -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
311.09 5.7 11.9 27.4 25.0 15.7 7.0 16.1
Union KBC Tax Saver - Direct (G) Not Ranked
0.34 4.3 8.2 13.0 17.9 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
102.78 5.8 9.7 20.6 17.8 12.4 7.5 19.1
Tata Tax Advantage Fund-1(G) Not Ranked
80.19 3.9 8.0 12.6 20.2 13.7 7.1 18.8
Quantum Tax Saving Fund (G) Not Ranked
14.63 5.1 12.2 15.7 21.9 17.6 9.5 22.8
ICICI Pru RIGHT Fund (G) Not Ranked
59.91 3.2 10.4 18.4 33.2 21.6 16.0 --
JM Tax Gain Fund (G) Not Ranked
29.20 5.1 13.4 18.9 20.1 14.7 4.5 12.0
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.11 2.9 6.1 12.7 19.5 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
28.49 2.8 5.8 12.1 18.4 13.6 4.0 12.8
Taurus Tax Shield (G) Not Ranked
87.10 3.3 7.4 11.5 13.2 11.8 3.8 16.7
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
7.37 4.5 9.1 13.0 21.1 -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.59 4.6 8.1 16.4 25.2 15.4 6.5 18.0
L&T Tax Saver Fund (G) Not Ranked
26.90 5.1 8.4 15.7 26.0 14.9 3.9 16.0
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
8.91 4.6 7.9 12.6 18.8 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
6.72 3.5 7.9 16.5 23.9 -- -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
0.84 3.4 7.6 16.1 23.1 -- -- --
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.03 3.8 0.5 4.3 11.3 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.14 3.2 6.9 11.6 23.1 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.53 3.1 6.8 11.4 22.8 16.0 6.7 18.0
BOI AXA Tax Advtg -RP (G) Not Ranked
27.01 3.1 6.7 11.1 22.1 15.5 6.3 17.6
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
1.62 4.2 5.8 13.2 23.8 -- -- --
IDFC Tax Saver Fund (G) Not Ranked
34.04 3.4 5.6 9.1 19.6 17.9 8.8 18.4
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.30 4.3 8.4 11.5 22.5 -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.16 3.3 7.6 11.9 13.6 -- -- --
DWS Tax Saving Fund (G) Not Ranked
44.54 3.3 8.9 10.0 18.8 16.2 5.4 13.7
DWS Tax Saving Fund -Direct (G) Not Ranked
0.07 3.4 8.7 9.8 19.1 -- -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 4.8 8.6 12.9 16.2 -- -- --
ING Tax Saving (G) Not Ranked
22.20 4.7 8.2 12.1 14.6 11.4 3.4 18.4
Principal Tax Savings - Direct Not Ranked
0.17 6.5 10.2 18.9 27.5 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
26.65 3.7 0.3 3.8 10.3 6.7 -1.2 10.6
IDBI Equity Advantage -Direct (G) Not Ranked
0.31 3.4 8.5 16.6 -- -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
18.74 3.3 8.3 16.2 -- -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.37 4.4 13.3 20.1 23.5 -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
38.15 8.8 13.6 22.1 27.2 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
7.53 5.5 11.6 19.7 26.6 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.25 7.2 10.1 21.2 29.7 -- -- --
Sahara Taxgain (G) Not Ranked
10.22 7.2 10.0 21.1 29.4 14.0 7.6 19.9
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.07 3.6 6.6 11.0 21.7 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
22.09 3.6 6.5 10.7 21.3 15.0 8.6 16.2
Escorts Tax Plan - Direct (G) Not Ranked
0.01 7.2 10.7 15.6 17.4 -- -- --
Escorts Tax Plan (G) Not Ranked
2.55 7.1 10.5 16.7 18.1 0.3 -6.3 6.8
DSP-BRTax Saver Fund -Direct (G) Not Ranked
2.63 5.2 8.7 14.9 22.8 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
6.51 3.2 12.7 24.0 34.9 -- -- --
CATEGORY AVERAGE 4.4 8.9 15.1 20.3 8.6 3.6 9.0

Note : Returns have been calculated based on NAV's as on Apr 22, 2014 & Index values as on Apr 23, 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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