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