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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 Nov 21, 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
SBI Magnum Tax Gain (G) Rank 3
4,777.58 7.2 8.5 25.5 61.2 29.9 27.2 14.1
HDFC Tax Saver (G) Rank 4
4,525.59 7.0 8.7 21.4 67.4 32.8 26.1 15.9
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 6.5 16.1 34.2 103.5 41.0 37.0 21.7
ICICI Pru Tax Plan (G) Rank 2
2,123.44 5.5 9.0 22.1 62.9 33.7 29.6 18.6
Axis Long Term Equity Fund (G) Rank 1
2,020.07 9.0 13.7 33.9 75.3 41.4 35.0 --
Birla SL Tax Relief 96 (G) Rank 3
1,672.91 9.4 13.0 31.5 62.7 33.0 28.3 13.0
UTI Master Equity Plan (US) Not Ranked
1,573.80 6.7 8.6 20.5 47.6 25.4 22.2 12.9
L&T Tax Advantage (G) Rank 4
1,410.66 6.3 9.8 22.0 52.0 26.4 23.1 15.1
Franklin India Tax Shield (G) Rank 3
1,303.34 7.5 14.0 29.6 63.1 31.8 26.7 18.1
Sundaram Tax Saver (G) Rank 5
1,190.75 8.1 10.8 23.4 53.9 24.6 23.2 11.1
HDFC Long Term Advantage (G) Rank 3
1,082.39 7.2 7.7 21.8 57.8 32.5 26.2 16.5
DSP-BRTax Saver Fund (G) Rank 3
927.87 7.5 10.0 24.9 62.0 31.7 29.5 15.8
Can Robeco Eqty TaxSaver (G) Rank 4
787.13 7.2 10.0 23.9 55.1 27.4 24.7 16.9
UTI Equity Tax Saving (G) Rank 3
499.12 7.1 10.2 22.8 50.9 25.9 22.2 12.2
Kotak Tax Saver (G) Rank 5
412.11 10.2 15.7 31.5 64.9 24.7 23.4 12.5
SBI Tax Advantage Sr-1 (G) Not Ranked
394.83 4.1 10.7 30.8 79.1 34.3 30.0 13.8
Principal Personal Tax Saver Rank 4
369.00 6.8 8.8 19.8 53.9 26.3 24.4 11.7
Principal Tax Savings Rank 2
250.70 6.6 9.4 20.4 63.2 32.5 30.9 14.4
BNP Paribas Long Term Equity (G) Rank 2
249.55 5.4 9.6 26.5 58.4 31.6 28.1 17.0
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
231.04 8.4 9.6 25.7 51.8 30.7 27.4 16.4
UTI Long Term Advantage (G) Not Ranked
221.68 7.3 9.3 21.7 54.7 23.7 21.8 10.7
HSBC Tax Saver Equity Fund (G) Rank 3
196.18 5.9 9.2 21.4 60.9 28.7 27.9 14.6
Religare Invesco Tax Plan (G) Rank 2
183.93 7.2 12.1 30.5 65.1 33.1 28.1 18.1
Tata Tax Saving Fund - Plan A (D) Rank 3
164.23 5.6 9.3 22.7 47.4 24.5 22.0 13.4
Birla Sun Life Tax Plan (G) Rank 3
162.91 9.3 12.7 30.9 61.1 32.0 27.7 15.1
UTI Long Term Advantage S2 (G) Not Ranked
135.11 7.2 9.3 21.8 55.3 26.8 22.9 13.2
Reliance ELSF - Series 1 (G) Not Ranked
122.31 10.5 16.4 29.5 69.8 28.7 29.6 16.5
IDBI Equity Advantage - Reg (G) Not Ranked
112.18 9.2 19.8 41.5 74.7 -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
95.72 7.0 8.8 21.7 68.3 -- -- --
Taurus Tax Shield (G) Not Ranked
93.70 5.2 7.0 16.5 45.6 20.7 19.7 11.4
Tata Tax Advantage Fund-1(G) Not Ranked
91.99 5.6 9.3 22.0 50.8 25.7 22.0 14.5
Union KBC Tax Saver Scheme (G) Not Ranked
76.45 8.1 10.7 22.1 51.5 28.2 -- --
ICICI Pru RIGHT Fund (G) Not Ranked
66.71 8.2 17.2 34.1 72.3 41.0 35.4 23.2
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 7.3 8.7 25.8 61.9 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
47.21 6.8 13.6 33.0 85.5 37.0 -- --
DWS Tax Saving Fund (G) Not Ranked
44.93 7.4 10.9 21.6 51.9 28.9 23.4 10.8
ICICI Pru Tax Plan- Direct (G) Not Ranked
44.58 5.5 9.3 22.6 64.2 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
40.74 7.9 12.4 23.5 50.1 27.8 24.6 14.2
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
37.93 6.5 16.3 34.7 105.0 -- -- --
IDFC Tax Saver Fund (G) Not Ranked
36.96 7.3 6.0 18.9 41.4 26.1 23.1 13.4
BOI AXA Tax Advtg -RP (G) Not Ranked
36.81 7.1 10.2 21.6 49.9 27.5 23.6 10.4
LIC NOMURA Tax Plan (G) Not Ranked
34.88 8.2 10.7 28.5 53.8 28.2 23.9 11.8
Axis Long Term Equity - Direct (G) Not Ranked
34.87 9.1 14.2 35.0 77.9 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
33.59 6.4 10.9 21.7 43.7 19.7 17.7 6.2
JM Tax Gain Fund (G) Not Ranked
33.36 7.9 11.8 24.6 66.6 30.2 26.6 10.2
Franklin (I) Tax Shield -Direct (G) Not Ranked
31.48 7.6 14.2 30.1 64.3 -- -- --
L&T Tax Saver Fund (G) Not Ranked
30.21 7.1 10.9 20.0 54.2 28.0 22.9 10.6
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
28.06 7.0 13.6 35.7 -- -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
25.03 7.3 7.8 22.1 58.7 -- -- --
Birla SL Tax Savings (G) Not Ranked
24.68 9.2 10.8 20.1 52.9 24.7 19.7 13.1
Quantum Tax Saving Fund (G) Not Ranked
24.19 4.0 8.3 18.6 49.9 27.5 25.7 16.7
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
18.68 7.3 10.1 24.1 55.8 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
18.13 6.3 9.9 22.4 52.9 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
16.39 9.5 13.3 32.0 63.8 -- -- --
Sahara Taxgain (G) Not Ranked
11.82 2.6 6.6 13.0 55.0 26.5 24.1 14.2
Sundaram Tax Saver -Direct (G) Not Ranked
8.26 8.1 10.9 23.6 54.4 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
7.19 8.7 11.0 22.4 54.2 26.0 22.1 13.7
DSP-BRTax Saver Fund -Direct (G) Not Ranked
6.96 7.6 10.2 25.2 62.8 -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.79 7.8 9.0 17.1 61.4 18.3 17.4 4.3
UTI Equity Tax Saving - Direct (G) Not Ranked
6.10 7.2 10.4 23.3 51.8 -- -- --
Religare Invesco AGILE Tax (G) Not Ranked
6.03 6.4 2.1 14.4 21.5 12.6 13.6 7.0
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
5.24 8.6 10.1 26.6 53.5 -- -- --
Escorts Tax Plan (G) Not Ranked
3.02 7.8 10.4 27.3 61.6 21.1 15.2 3.9
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.34 7.2 10.4 22.0 50.8 28.2 24.2 10.8
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.13 9.4 13.0 31.4 62.4 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
2.06 7.3 12.6 31.4 67.0 -- -- --
Tata Tax Saving Fund - Direct (D) Not Ranked
2.04 5.7 9.6 23.2 48.7 -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.75 7.8 11.5 20.9 52.9 27.8 23.7 13.3
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.50 7.0 13.7 35.8 -- -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.40 10.2 15.9 31.8 65.7 -- -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.30 5.4 9.6 26.6 58.8 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
1.19 9.2 19.9 42.0 75.7 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.97 8.1 10.8 22.2 51.7 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.89 5.9 9.4 21.9 62.0 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.60 2.6 6.6 13.1 55.4 -- -- --
Principal Tax Savings - Direct Not Ranked
0.53 6.6 9.6 20.7 63.8 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.46 8.2 11.0 29.2 55.4 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.36 7.2 10.4 22.2 51.3 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.31 7.9 12.6 23.7 50.8 -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.31 5.2 7.0 16.5 46.1 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.19 7.4 10.9 21.7 51.7 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.12 8.8 11.3 23.0 55.5 -- -- --
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.10 6.5 11.0 22.1 44.9 -- -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 9.2 10.9 20.7 54.7 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.07 7.9 12.1 25.1 68.3 -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.02 7.9 10.6 27.7 60.6 -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 7.0 10.4 23.9 55.1 15.5 13.0 6.9

Note : Returns have been calculated based on NAV's as on Nov 21, 2014 & Index values as on Nov 21, 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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