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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 Jan 23, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Axis Long Term Equity Fund (G) Rank 1
2,933.79 8.9 16.2 27.2 78.7 44.6 37.0 25.0
Reliance Tax Saver (ELSS) (G) Rank 1
3,398.91 7.0 12.6 26.4 101.4 42.4 36.5 21.9
ICICI Pru Tax Plan (G) Rank 2
2,283.67 6.9 9.9 17.2 60.1 31.5 29.1 17.7
Principal Tax Savings Rank 2
260.43 7.3 11.0 16.2 59.9 30.9 31.3 15.5
Religare Invesco Tax Plan (G) Rank 2
202.61 6.7 13.0 21.7 64.5 32.3 28.6 18.4
BNP Paribas Long Term Equity (G) Rank 2
290.50 8.8 13.8 22.9 65.8 32.0 30.3 19.0
Franklin India Tax Shield (G) Rank 3
1,459.91 8.7 15.6 27.9 67.9 32.0 28.9 19.4
HDFC Long Term Advantage (G) Rank 3
1,133.66 6.5 9.4 12.5 52.5 27.8 25.8 16.7
SBI Magnum Tax Gain (G) Rank 3
4,936.06 8.6 13.7 18.8 59.6 30.7 28.1 15.3
DSP-BRTax Saver Fund (G) Rank 3
1,010.26 7.9 13.5 19.7 63.0 31.2 30.2 16.9
HSBC Tax Saver Equity Fund (G) Rank 3
198.29 7.4 12.2 19.2 62.7 29.1 28.8 15.9
Tata Tax Saving Fund - Plan A (D) Rank 3
176.58 8.2 10.5 16.7 52.1 24.8 22.5 14.0
Birla SL Tax Relief 96 (G) Rank 3
1,788.89 10.1 20.1 27.0 69.2 35.1 31.4 15.4
UTI Equity Tax Saving (G) Rank 3
532.06 7.7 12.7 18.1 50.5 25.9 23.5 13.4
Birla Sun Life Tax Plan (G) Rank 3
188.94 9.9 19.7 26.4 67.3 34.0 30.7 16.9
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
262.05 8.9 15.4 20.6 55.4 31.1 29.4 17.7
L&T Tax Advantage (G) Rank 4
1,509.82 7.9 13.0 19.8 55.6 27.3 23.9 16.4
HDFC Tax Saver (G) Rank 4
4,794.48 6.6 11.9 17.1 67.2 30.7 26.1 16.5
Can Robeco Eqty TaxSaver (G) Rank 4
828.92 7.9 13.3 19.3 56.1 27.3 25.4 17.2
Principal Personal Tax Saver Rank 4
370.26 9.0 12.8 16.5 53.6 25.3 24.8 12.8
Kotak Tax Saver (G) Rank 5
458.12 9.2 18.9 30.9 70.0 24.8 24.9 14.2
Sundaram Tax Saver (G) Rank 5
1,205.58 7.9 14.3 20.8 56.3 24.4 23.6 12.6
ICICI Pru Tax Plan- Direct (G) Not Ranked
56.86 7.0 10.2 17.8 61.4 31.9 -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.76 9.2 19.1 31.2 70.9 25.4 -- --
UTI Master Equity Plan (US) Not Ranked
1,650.02 7.7 12.3 16.9 49.6 24.3 22.5 13.9
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
58.71 7.1 12.8 26.9 103.0 43.4 -- --
Reliance ELSF - Series 1 (G) Not Ranked
130.64 6.5 15.4 23.8 65.4 29.4 28.6 17.4
SBI Tax Advantage Sr-1 (G) Not Ranked
405.10 5.4 6.5 17.7 70.8 33.5 30.5 14.0
UTI Equity Tax Saving - Direct (G) Not Ranked
8.05 7.8 13.0 18.6 51.6 26.6 -- --
Religare Invesco AGILE Tax (G) Not Ranked
5.74 6.3 13.1 9.7 20.6 15.7 15.5 8.8
Quantum Tax Saving Fund (G) Not Ranked
27.82 4.2 5.4 13.2 47.6 23.8 23.8 16.3
ICICI Pru RIGHT Fund (G) Not Ranked
68.25 7.2 14.7 26.4 75.2 40.2 36.9 24.3
Religare Invesco Tax Plan - DP (G) Not Ranked
2.57 6.9 13.5 22.7 66.8 33.3 -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
66.47 8.6 13.9 19.0 60.4 30.6 -- --
UTI Long Term Advantage S2 (G) Not Ranked
137.34 6.9 11.3 15.0 53.2 25.3 23.5 14.1
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Tata Tax Saving Fund - Direct (D) Not Ranked
2.57 8.3 15.4 22.2 59.7 29.5 -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.88 8.7 17.3 19.8 72.1 21.7 17.7 5.5
Tata Tax Advantage Fund-1(G) Not Ranked
95.94 8.0 14.5 21.0 54.7 28.4 24.2 15.9
Tata Tax Saving Fund - Direct (G) Not Ranked
2.73 8.7 16.2 -- -- -- -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.30 8.2 15.1 -- -- -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
40.19 8.8 15.8 28.5 69.1 32.9 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
9.64 7.9 14.4 21.1 56.9 24.4 -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.66 5.9 11.7 24.1 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
31.03 5.9 11.6 24.0 -- -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
85.04 8.8 14.5 18.8 53.7 27.6 27.1 --
Union KBC Tax Saver - Direct (G) Not Ranked
1.17 8.8 14.5 19.0 54.0 27.8 -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
51.98 5.8 10.5 22.7 77.8 35.4 -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
UTI Long Term Advantage (G) Not Ranked
225.94 6.9 11.3 15.0 52.8 23.5 22.0 11.3
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.16 9.1 16.2 22.0 58.8 28.5 -- --
Axis Long Term Equity - Direct (G) Not Ranked
49.22 9.0 16.7 28.3 81.6 46.3 -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
21.32 8.0 13.4 19.5 56.8 27.1 -- --
L&T Tax Saver Fund (G) Not Ranked
31.41 8.3 15.0 21.7 56.0 29.8 23.8 12.1
L&T Long Term Adv. Fund - I (G) Not Ranked
1.82 8.5 16.7 24.0 54.9 29.0 24.9 14.1
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
21.37 8.0 13.2 20.2 56.6 27.7 -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Taurus Tax Shield (G) Not Ranked
92.48 8.2 10.4 13.2 46.7 19.8 20.0 12.0
Taurus Tax Shield - Direct (G) Not Ranked
0.34 8.3 10.5 13.3 47.1 19.6 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
20.10 10.2 20.4 27.6 70.4 36.2 -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.64 10.1 20.1 27.1 68.8 35.2 -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.58 8.9 13.9 23.1 66.2 32.1 -- --
IDFC Tax Saver Fund (G) Not Ranked
37.05 10.7 14.9 17.9 44.7 26.4 24.6 14.9
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
6.22 9.1 16.0 21.7 57.4 32.1 -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
40.78 8.1 14.0 19.9 52.2 29.7 24.6 11.6
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.29 8.2 14.1 20.3 53.2 30.5 25.3 12.0
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.53 8.3 14.4 20.7 53.8 30.9 -- --
Baroda Pioneer ELSS 96 Not Ranked
37.35 7.0 12.0 19.4 45.2 18.4 17.2 7.7
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.14 7.1 12.2 19.8 46.3 19.2 -- --
DWS Tax Saving Fund (G) Not Ranked
45.84 8.7 13.1 19.2 56.1 28.9 25.0 11.8
DWS Tax Saving Fund -Direct (G) Not Ranked
0.20 8.8 13.4 19.4 56.5 29.3 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
8.75 8.0 13.7 20.1 63.7 31.7 -- --
IDBI Equity Advantage -Direct (G) Not Ranked
1.79 9.4 22.7 40.0 89.4 -- -- --
Principal Tax Savings - Direct Not Ranked
0.67 7.4 11.1 16.5 60.6 30.4 -- --
Birla SL Tax Savings (G) Not Ranked
25.28 10.0 19.7 23.5 60.2 26.9 23.0 14.2
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 10.0 19.8 24.0 61.8 27.6 -- --
LIC NOMURA Tax Plan (G) Not Ranked
37.85 7.8 16.8 23.9 58.1 29.1 24.9 13.5
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.68 7.8 17.0 24.5 59.6 30.4 -- --
JM Tax Gain Fund (G) Not Ranked
33.91 7.0 12.4 20.5 69.0 31.9 25.5 10.9
JM Tax Gain Fund -Direct (G) Not Ranked
0.08 7.1 12.6 21.0 70.7 32.1 -- --
IDBI Equity Advantage - Reg (G) Not Ranked
172.69 9.3 22.5 39.5 88.2 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.02 7.5 12.4 19.6 63.8 29.5 -- --
Escorts Tax Plan (G) Not Ranked
3.18 10.3 20.5 30.8 74.5 27.3 17.4 5.4
Escorts Tax Plan - Direct (G) Not Ranked
0.02 10.9 21.2 31.8 76.3 27.3 -- --
Edelweiss ELSS Fund (G) Not Ranked
31.00 9.3 16.0 22.1 53.3 29.4 26.0 16.3
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.36 9.4 16.1 22.3 53.9 29.0 -- --
Sahara Taxgain (G) Not Ranked
11.66 7.7 6.4 9.8 52.1 27.7 23.2 15.2
Sahara Taxgain - Direct (G) Not Ranked
0.67 7.8 6.4 10.0 52.5 27.1 -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
32.07 6.6 9.5 12.7 53.3 28.5 -- --
HDFC Tax Saver - Direct (G) Not Ranked
115.70 6.6 12.0 17.4 68.1 31.5 -- --
JPMorgan Tax Advantage (G) Not Ranked
8.29 9.0 15.9 21.4 57.4 27.4 23.6 15.4
CATEGORY AVERAGE 8.0 13.9 20.4 58.2 27.3 23.0 12.9

Note : Returns have been calculated based on NAV's as on Jan 23, 2015 & Index values as on Jan 23, 2015

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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