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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 22, 2014
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Sep 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Axis Long Term Equity Fund (G) Rank 1
2,020.07 0.1 8.7 32.8 65.1 35.5 28.6 --
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 1.5 11.1 48.5 94.3 35.7 30.5 20.8
BNP Paribas Long Term Equity (G) Rank 2
249.55 0.8 8.1 32.5 48.3 28.8 23.8 15.9
Religare Invesco Tax Plan (G) Rank 2
183.93 -0.4 8.1 32.0 54.5 28.6 22.8 16.7
ICICI Pru Tax Plan (G) Rank 2
2,123.44 0.6 7.3 30.1 57.9 30.1 24.6 17.8
Principal Tax Savings Rank 2
250.70 -0.4 5.0 28.3 52.9 28.8 26.3 13.6
Tata Tax Saving Fund Rank 3
164.23 -1.2 6.1 25.7 36.6 21.2 18.0 12.9
Birla SL Tax Relief 96 (G) Rank 3
1,672.91 -0.1 5.6 28.6 49.8 26.5 22.1 11.6
HDFC Long Term Advantage (G) Rank 3
1,082.39 -2.1 2.6 22.4 46.9 25.9 21.5 15.4
DSP-BRTax Saver Fund (G) Rank 3
927.87 -1.0 5.4 29.5 49.2 27.2 24.0 14.7
Franklin India Tax Shield (G) Rank 3
1,303.34 1.3 10.4 30.3 51.9 27.1 21.8 17.2
Birla Sun Life Tax Plan (G) Rank 3
162.91 -0.1 5.4 28.1 48.4 25.7 21.6 13.3
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
231.04 -2.6 4.3 24.6 40.9 25.7 21.2 14.6
SBI Magnum Tax Gain (G) Rank 3
4,777.58 -1.2 4.5 26.0 48.8 24.7 22.3 13.0
HDFC Tax Saver (G) Rank 3
4,525.59 -0.3 4.6 29.0 57.6 26.7 21.3 15.4
HSBC Tax Saver Equity Fund (G) Rank 3
196.18 -1.6 5.4 25.3 50.7 25.5 23.7 14.2
Principal Personal Tax Saver Rank 4
369.00 -0.4 3.9 21.7 41.1 22.0 19.5 10.7
Can Robeco Eqty TaxSaver (G) Rank 4
787.13 -0.2 5.6 25.5 41.5 22.2 20.1 15.3
L&T Tax Advantage (G) Rank 4
1,410.66 0.2 6.0 23.9 40.8 22.5 18.1 14.4
UTI Equity Tax Saving (G) Rank 4
499.12 -0.7 5.0 23.0 37.1 20.5 17.4 11.1
Sundaram Tax Saver (G) Rank 5
1,190.75 -0.5 5.9 24.3 40.4 19.4 18.3 9.5
Kotak Tax Saver (G) Rank 5
412.11 1.3 9.9 30.1 46.1 18.4 17.1 10.5
JM Tax Gain Fund -Direct (G) Not Ranked
0.07 0.5 7.0 29.9 56.4 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
7.19 -0.2 4.7 22.6 39.6 20.3 16.8 12.2
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.12 -0.2 4.9 23.2 40.8 -- -- --
Quantum Tax Saving Fund (G) Not Ranked
24.19 1.3 7.4 23.6 43.0 24.4 22.0 16.6
ICICI Pru RIGHT Fund (G) Not Ranked
66.71 2.3 10.4 34.0 61.5 37.0 30.0 21.6
Kotak Tax Saver - Direct (G) Not Ranked
1.40 1.3 10.0 30.4 46.8 -- -- --
Principal Tax Savings - Direct Not Ranked
0.53 -0.3 5.1 28.6 53.5 -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
44.58 0.6 7.5 30.6 59.1 -- -- --
Religare Invesco AGILE Tax (G) Not Ranked
6.03 -1.6 -2.2 2.6 10.3 8.8 10.8 7.2
Religare Invesco Tax Plan - DP (G) Not Ranked
2.06 -0.3 8.5 32.8 56.2 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
122.31 1.2 7.9 29.0 56.0 21.4 22.5 15.4
UTI Equity Tax Saving - Direct (G) Not Ranked
6.10 -0.6 5.2 23.4 37.8 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
135.11 -0.6 3.7 24.3 42.0 21.2 17.8 12.0
UTI Master Equity Plan (US) Not Ranked
1,573.80 -1.0 4.6 21.2 36.4 20.6 17.5 11.8
Union KBC Tax Saver - Direct (G) Not Ranked
0.97 1.1 3.8 22.5 38.7 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
76.45 1.1 3.8 22.3 38.5 23.7 -- --
UTI Long Term Advantage (G) Not Ranked
221.68 -0.6 3.6 24.0 41.3 18.8 17.0 9.7
Franklin (I) Tax Shield -Direct (G) Not Ranked
31.48 1.4 10.7 30.7 52.9 -- -- --
Tata Tax Saving Fund - Direct Not Ranked
2.04 -1.1 6.3 26.2 37.8 -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.79 0.6 2.3 24.6 47.0 12.0 11.8 3.1
Tata Tax Advantage Fund-1(G) Not Ranked
91.99 -1.0 6.2 23.8 39.7 21.8 18.0 13.9
Sundaram Tax Saver -Direct (G) Not Ranked
8.26 -0.5 5.9 24.6 40.9 -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.50 -0.6 9.9 40.1 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
28.06 -0.6 9.9 40.0 -- -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 -1.1 4.7 26.2 49.5 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
47.21 -0.3 9.6 38.8 80.9 34.1 -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
394.83 -1.2 8.9 39.2 78.8 32.9 26.1 14.0
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
37.93 1.5 11.3 49.0 95.7 -- -- --
JM Tax Gain Fund (G) Not Ranked
33.36 0.4 6.8 29.4 54.8 25.4 20.8 8.8
Taurus Tax Shield - Direct (G) Not Ranked
0.31 0.1 3.0 21.6 36.7 -- -- --
Taurus Tax Shield (G) Not Ranked
93.70 0.1 2.9 21.5 36.2 16.9 15.9 9.9
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
18.13 0.2 6.2 24.3 41.7 -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.75 0.8 5.9 20.5 41.1 22.3 18.5 11.9
L&T Tax Saver Fund (G) Not Ranked
30.21 1.2 5.5 22.3 42.3 22.6 17.8 9.3
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
18.68 -0.2 5.6 25.8 42.1 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
16.39 -- 5.8 29.1 50.7 -- -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.13 -- 5.6 28.6 49.5 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
33.59 0.9 6.3 26.4 32.2 15.2 12.9 5.1
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.36 0.3 5.3 23.6 38.6 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.34 0.2 5.3 23.4 38.2 23.3 18.8 10.2
BOI AXA Tax Advtg -RP (G) Not Ranked
36.81 0.2 5.1 23.0 37.3 22.5 18.2 9.7
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
5.24 -2.5 4.7 25.3 42.3 -- -- --
IDFC Tax Saver Fund (G) Not Ranked
36.96 -1.9 2.6 16.8 28.1 21.1 17.9 12.0
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.30 0.8 8.2 32.6 48.6 -- -- --
DWS Tax Saving Fund (G) Not Ranked
44.93 -0.4 5.6 23.8 37.0 23.1 18.4 9.3
DWS Tax Saving Fund -Direct (G) Not Ranked
0.19 -0.5 5.5 24.0 36.9 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.46 -1.1 6.3 26.2 42.8 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
34.88 -1.2 6.0 25.5 41.4 22.6 18.0 9.8
ING Tax Saving -Direct (G) Not Ranked
0.07 0.2 3.5 22.2 38.3 -- -- --
ING Tax Saving (G) Not Ranked
24.68 0.1 3.3 21.5 36.7 19.3 14.4 11.3
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.10 1.0 6.5 26.9 33.2 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
1.19 0.4 12.6 39.3 63.2 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
112.18 0.2 12.4 38.8 62.1 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.89 -1.5 5.6 25.7 51.8 -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
95.72 -0.3 4.7 29.3 58.5 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
25.03 -2.0 2.7 22.7 47.6 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.60 -0.9 2.8 26.9 53.9 -- -- --
Sahara Taxgain (G) Not Ranked
11.82 -0.9 2.8 26.7 53.4 24.4 20.6 13.6
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.31 0.3 5.7 23.2 37.0 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
40.74 0.3 5.6 23.0 36.5 23.0 19.5 12.8
Escorts Tax Plan - Direct (G) Not Ranked
0.02 0.2 8.7 27.9 48.6 -- -- --
Escorts Tax Plan (G) Not Ranked
3.02 0.2 8.6 27.5 49.5 14.2 8.2 2.6
DSP-BRTax Saver Fund -Direct (G) Not Ranked
6.96 -0.9 5.6 29.9 50.0 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
34.87 0.3 9.1 33.8 67.4 -- -- --
CATEGORY AVERAGE -0.1 6.0 26.7 45.3 13.2 10.6 6.5

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