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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 30, 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
SBI Magnum Tax Gain (G) Rank 3
4,936.06 7.7 10.4 21.1 64.8 31.2 27.7 15.8
HDFC Tax Saver (G) Rank 4
4,794.48 3.4 6.2 18.5 68.5 29.8 25.0 16.3
Reliance Tax Saver (ELSS) (G) Rank 1
3,398.91 5.6 11.1 31.2 106.6 43.0 36.3 22.5
Axis Long Term Equity Fund (G) Rank 1
2,933.79 6.1 12.4 27.3 81.3 43.9 36.2 25.0
ICICI Pru Tax Plan (G) Rank 3
2,283.67 5.5 6.8 19.0 64.8 31.8 28.4 18.3
Birla SL Tax Relief 96 (G) Rank 2
1,788.89 8.2 17.8 31.2 75.7 35.6 31.0 16.1
UTI Master Equity Plan (US) Not Ranked
1,650.02 5.9 8.2 18.5 52.9 23.9 22.1 14.2
L&T Tax Advantage (G) Rank 4
1,509.82 5.2 8.9 20.6 59.8 26.9 23.1 16.6
Franklin India Tax Shield (G) Rank 2
1,459.91 6.2 12.7 28.2 71.6 32.1 28.1 19.6
Sundaram Tax Saver (G) Rank 5
1,205.58 5.8 10.3 23.7 61.8 24.4 23.1 13.3
HDFC Long Term Advantage (G) Rank 5
1,133.66 3.4 4.3 12.8 53.2 27.0 24.6 16.6
DSP-BRTax Saver Fund (G) Rank 3
1,010.26 5.5 9.2 21.2 66.1 30.6 29.3 17.2
Can Robeco Eqty TaxSaver (G) Rank 4
828.92 6.3 9.7 21.2 61.4 27.0 25.0 17.3
UTI Equity Tax Saving (G) Rank 3
532.06 6.2 9.2 20.1 55.6 25.9 23.1 13.7
Kotak Tax Saver (G) Rank 3
458.12 7.8 14.7 32.9 76.3 25.3 24.3 14.8
SBI Tax Advantage Sr-1 (G) Not Ranked
405.10 3.6 5.0 18.2 75.4 33.1 30.2 14.3
Principal Personal Tax Saver Rank 4
370.26 6.5 7.7 18.4 56.3 25.0 23.8 13.1
BNP Paribas Long Term Equity (G) Rank 2
290.50 8.4 12.2 25.5 71.4 32.7 29.9 19.5
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
262.05 7.5 14.3 23.6 61.9 31.2 28.9 18.2
Principal Tax Savings Rank 3
260.43 4.9 6.6 17.9 62.8 30.1 30.0 15.5
UTI Long Term Advantage (G) Not Ranked
225.94 5.6 7.8 16.8 56.2 23.6 21.5 11.7
Religare Invesco Tax Plan (G) Rank 2
202.61 5.2 10.3 23.2 68.8 32.6 28.5 18.8
HSBC Tax Saver Equity Fund (G) Rank 3
198.29 5.8 8.7 21.5 66.3 28.8 28.4 16.4
Birla Sun Life Tax Plan (G) Rank 3
188.94 8.1 17.4 30.4 73.6 34.5 30.2 17.6
Tata Tax Saving Fund - Plan A (D) Rank 3
176.58 7.1 8.3 18.7 56.9 24.7 22.6 14.7
IDBI Equity Advantage - Reg (G) Not Ranked
172.69 7.1 20.2 41.1 91.7 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
137.34 5.6 7.8 16.9 56.7 25.3 23.0 14.4
Reliance ELSF - Series 1 (G) Not Ranked
130.64 2.9 11.3 25.5 66.5 28.6 27.7 17.4
HDFC Tax Saver - Direct (G) Not Ranked
115.70 3.5 6.3 18.8 69.3 30.5 -- --
Tata Tax Advantage Fund-1(G) Not Ranked
95.94 7.3 12.3 23.2 59.9 28.7 24.4 16.5
Taurus Tax Shield (G) Not Ranked
92.48 6.4 7.5 16.0 50.2 19.4 19.5 12.4
Union KBC Tax Saver Scheme (G) Not Ranked
85.04 5.5 10.4 20.6 56.8 27.0 26.0 --
ICICI Pru RIGHT Fund (G) Not Ranked
68.25 4.1 10.0 26.4 77.9 39.3 36.0 24.3
SBI Magnum Tax Gain - Direct (G) Not Ranked
66.47 7.7 10.5 21.4 65.6 31.8 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
58.71 5.7 11.3 31.7 108.2 43.9 -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
56.86 5.6 7.0 19.5 66.2 32.7 -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
51.98 2.1 7.3 22.4 78.1 34.4 -- --
Axis Long Term Equity - Direct (G) Not Ranked
49.22 6.2 12.8 28.4 84.2 45.7 -- --
DWS Tax Saving Fund (G) Not Ranked
45.84 6.2 9.1 21.3 58.9 28.0 23.9 12.2
BOI AXA Tax Advtg -RP (G) Not Ranked
40.78 5.9 9.1 21.7 55.5 29.5 23.9 11.7
Franklin (I) Tax Shield -Direct (G) Not Ranked
40.19 6.3 12.9 28.7 72.9 33.0 -- --
LIC NOMURA Tax Plan (G) Not Ranked
37.85 6.3 12.9 25.9 63.6 29.3 24.5 14.0
Baroda Pioneer ELSS 96 Not Ranked
37.35 5.3 8.8 22.5 49.4 18.8 16.9 8.1
IDFC Tax Saver Fund (G) Not Ranked
37.05 10.2 13.4 21.1 51.4 26.8 24.5 15.6
JM Tax Gain Fund (G) Not Ranked
33.91 7.5 10.9 25.2 77.2 32.7 25.8 11.9
HDFC Long Term Advant. - Direct (G) Not Ranked
32.07 3.5 4.4 13.1 54.0 27.7 -- --
L&T Tax Saver Fund (G) Not Ranked
31.41 5.4 11.0 23.6 59.9 29.4 23.2 12.4
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
31.03 2.0 8.0 23.1 -- -- -- --
Edelweiss ELSS Fund (G) Not Ranked
31.00 7.0 12.2 23.0 56.6 28.8 25.2 16.8
Quantum Tax Saving Fund (G) Not Ranked
27.82 2.3 2.1 12.6 49.4 23.3 22.6 16.4
Birla SL Tax Savings (G) Not Ranked
25.28 8.1 17.4 26.3 66.7 27.1 23.0 14.7
L&T Tax Advantage -Direct (G) Not Ranked
21.37 5.2 9.1 21.0 60.8 27.7 -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
21.32 6.4 9.8 21.4 62.1 27.6 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
20.10 8.2 18.0 31.7 77.0 36.7 -- --
Sahara Taxgain (G) Not Ranked
11.66 3.5 2.2 10.6 51.2 26.4 21.9 15.0
Sundaram Tax Saver -Direct (G) Not Ranked
9.64 5.9 10.4 24.0 62.4 24.8 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
8.75 5.5 9.3 21.6 67.0 31.1 -- --
JPMorgan Tax Advantage (G) Not Ranked
8.29 7.3 11.6 23.5 62.2 27.2 23.0 15.7
UTI Equity Tax Saving - Direct (G) Not Ranked
8.05 6.3 9.5 20.7 56.7 26.6 -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.88 6.4 14.2 23.4 78.8 23.2 17.9 6.2
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
6.22 7.7 14.9 24.8 64.2 32.1 -- --
Religare Invesco AGILE Tax (G) Not Ranked
5.74 4.5 8.2 11.3 22.3 14.4 14.7 9.5
Escorts Tax Plan (G) Not Ranked
3.18 6.4 15.5 30.6 77.2 27.4 16.6 5.7
Tata Tax Saving Fund - Direct (G) Not Ranked
2.73 7.6 14.0 -- -- -- -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.64 8.2 17.8 31.2 75.3 35.7 -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
2.57 5.4 10.9 24.2 71.2 33.9 -- --
Tata Tax Saving Fund - Direct (D) Not Ranked
2.57 7.2 13.1 24.3 64.9 29.4 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.29 5.9 9.2 22.1 56.5 30.3 24.6 12.2
L&T Long Term Adv. Fund - I (G) Not Ranked
1.82 6.1 13.2 25.5 58.8 28.4 24.5 14.3
IDBI Equity Advantage -Direct (G) Not Ranked
1.79 7.2 20.4 41.7 92.9 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.76 7.9 14.9 33.3 77.3 25.9 -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.66 2.0 8.0 23.2 -- -- -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.58 8.4 12.3 25.7 71.8 33.1 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
1.17 5.6 10.4 20.7 57.2 27.2 -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.02 5.8 8.8 21.9 67.4 29.8 -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.68 6.3 13.2 26.5 65.2 30.6 -- --
Principal Tax Savings - Direct Not Ranked
0.67 5.0 6.8 18.2 63.5 30.7 -- --
Sahara Taxgain - Direct (G) Not Ranked
0.67 3.6 2.3 10.8 51.6 26.8 -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.53 6.0 9.5 22.4 57.2 30.8 -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.36 7.1 12.3 23.3 57.2 29.2 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.34 6.4 7.5 16.1 50.6 19.1 -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.30 7.1 12.8 -- -- -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.20 6.3 9.3 21.6 59.4 29.2 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.16 7.6 12.1 24.3 63.9 28.4 -- --
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.14 5.4 9.0 22.9 50.6 19.6 -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.08 7.6 11.1 25.6 79.0 33.7 -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 8.2 17.5 26.8 68.4 28.4 -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.02 7.0 16.2 31.6 79.0 27.7 -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 5.9 10.4 22.2 62.0 27.2 22.5 13.2

Note : Returns have been calculated based on NAV's as on Jan 30, 2015 & Index values as on Jan 30, 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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