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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.)
Jun 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
SBI Magnum Tax Gain (G) Rank 3
4,327.68 -1.2 4.5 26.0 48.8 24.7 22.3 13.0
HDFC Tax Saver (G) Rank 3
4,036.36 -0.3 4.6 29.0 57.6 26.7 21.3 15.4
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 1.5 11.1 48.5 94.3 35.7 30.5 20.8
ICICI Pru Tax Plan (G) Rank 2
1,840.90 0.6 7.3 30.1 57.9 30.1 24.6 17.8
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 -0.1 5.6 28.6 49.8 26.5 22.1 11.6
UTI Master Equity Plan (US) Not Ranked
1,428.55 -1.0 4.6 21.2 36.4 20.6 17.5 11.8
Axis Long Term Equity Fund (G) Rank 1
1,310.99 0.1 8.7 32.8 65.1 35.5 28.6 --
L&T Tax Advantage (G) Rank 4
1,262.67 0.2 6.0 23.9 40.8 22.5 18.1 14.4
Sundaram Tax Saver (G) Rank 5
1,139.83 -0.5 5.9 24.3 40.4 19.4 18.3 9.5
Franklin India Tax Shield (G) Rank 3
1,133.25 1.3 10.4 30.3 51.9 27.1 21.8 17.2
HDFC Long Term Advantage (G) Rank 3
967.64 -2.1 2.6 22.4 46.9 25.9 21.5 15.4
DSP-BRTax Saver Fund (G) Rank 3
808.27 -1.0 5.4 29.5 49.2 27.2 24.0 14.7
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 -0.2 5.6 25.5 41.5 22.2 20.1 15.3
UTI Equity Tax Saving (G) Rank 4
453.64 -0.7 5.0 23.0 37.1 20.5 17.4 11.1
Kotak Tax Saver (G) Rank 5
369.34 1.3 9.9 30.1 46.1 18.4 17.1 10.5
Principal Personal Tax Saver Rank 4
353.73 -0.4 3.9 21.7 41.1 22.0 19.5 10.7
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 -1.2 8.9 39.2 78.8 32.9 26.1 14.0
Principal Tax Savings Rank 2
227.71 -0.4 5.0 28.3 52.9 28.8 26.3 13.6
UTI Long Term Advantage (G) Not Ranked
204.16 -0.6 3.6 24.0 41.3 18.8 17.0 9.7
BNP Paribas Long Term Equity (G) Rank 2
203.73 0.8 8.1 32.5 48.3 28.8 23.8 15.9
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 -2.6 4.3 24.6 40.9 25.7 21.2 14.6
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 -1.6 5.4 25.3 50.7 25.5 23.7 14.2
Religare Invesco Tax Plan (G) Rank 2
159.04 -0.4 8.1 32.0 54.5 28.6 22.8 16.7
Tata Tax Saving Fund Rank 3
144.15 -1.2 6.1 25.7 36.6 21.2 18.0 12.9
Birla Sun Life Tax Plan (G) Rank 3
135.05 -0.1 5.4 28.1 48.4 25.7 21.6 13.3
UTI Long Term Advantage S2 (G) Not Ranked
125.42 -0.6 3.7 24.3 42.0 21.2 17.8 12.0
Reliance ELSF - Series 1 (G) Not Ranked
113.38 1.2 7.9 29.0 56.0 21.4 22.5 15.4
Taurus Tax Shield (G) Not Ranked
90.33 0.1 2.9 21.5 36.2 16.9 15.9 9.9
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 -1.0 6.2 23.8 39.7 21.8 18.0 13.9
HDFC Tax Saver - Direct (G) Not Ranked
74.77 -0.3 4.7 29.3 58.5 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 0.2 12.4 38.8 62.1 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 1.1 3.8 22.3 38.5 23.7 -- --
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 2.3 10.4 34.0 61.5 37.0 30.0 21.6
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 -1.1 4.7 26.2 49.5 -- -- --
DWS Tax Saving Fund (G) Not Ranked
42.77 -0.4 5.6 23.8 37.0 23.1 18.4 9.3
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 -0.3 9.6 38.8 80.9 34.1 -- --
IDFC Tax Saver Fund (G) Not Ranked
34.86 -1.9 2.6 16.8 28.1 21.1 17.9 12.0
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 0.6 7.5 30.6 59.1 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
32.96 0.3 5.6 23.0 36.5 23.0 19.5 12.8
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 0.2 5.1 23.0 37.3 22.5 18.2 9.7
JM Tax Gain Fund (G) Not Ranked
31.40 0.4 6.8 29.4 54.8 25.4 20.8 8.8
LIC NOMURA Tax Plan (G) Not Ranked
30.84 -1.2 6.0 25.5 41.4 22.6 18.0 9.8
Baroda Pioneer ELSS 96 Not Ranked
29.52 0.9 6.3 26.4 32.2 15.2 12.9 5.1
L&T Tax Saver Fund (G) Not Ranked
28.82 1.2 5.5 22.3 42.3 22.6 17.8 9.3
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 1.5 11.3 49.0 95.7 -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 1.4 10.7 30.7 52.9 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
23.80 0.3 9.1 33.8 67.4 -- -- --
ING Tax Saving (G) Not Ranked
23.44 0.1 3.3 21.5 36.7 19.3 14.4 11.3
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 -0.6 9.9 40.0 -- -- -- --
Quantum Tax Saving Fund (G) Not Ranked
20.43 1.3 7.4 23.6 43.0 24.4 22.0 16.6
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 -2.0 2.7 22.7 47.6 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 -0.2 5.6 25.8 42.1 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
14.49 0.2 6.2 24.3 41.7 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 -- 5.8 29.1 50.7 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 -0.9 2.8 26.7 53.4 24.4 20.6 13.6
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 -0.5 5.9 24.6 40.9 -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 0.6 2.3 24.6 47.0 12.0 11.8 3.1
Religare Invesco AGILE Tax (G) Not Ranked
6.19 -1.6 -2.2 2.6 10.3 8.8 10.8 7.2
JPMorgan Tax Advantage (G) Not Ranked
5.99 -0.2 4.7 22.6 39.6 20.3 16.8 12.2
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 -0.9 5.6 29.9 50.0 -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 -0.6 5.2 23.4 37.8 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 -2.5 4.7 25.3 42.3 -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 0.2 8.6 27.5 49.5 14.2 8.2 2.6
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 0.2 5.3 23.4 38.2 23.3 18.8 10.2
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 0.8 5.9 20.5 41.1 22.3 18.5 11.9
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 -- 5.6 28.6 49.5 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 -0.3 8.5 32.8 56.2 -- -- --
Tata Tax Saving Fund - Direct Not Ranked
1.47 -1.1 6.3 26.2 37.8 -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 -0.6 9.9 40.1 -- -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.12 1.3 10.0 30.4 46.8 -- -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
0.99 0.8 8.2 32.6 48.6 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 0.4 12.6 39.3 63.2 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 1.1 3.8 22.5 38.7 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 -1.5 5.6 25.7 51.8 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.49 -0.9 2.8 26.9 53.9 -- -- --
Principal Tax Savings - Direct Not Ranked
0.40 -0.3 5.1 28.6 53.5 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 -1.1 6.3 26.2 42.8 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 0.3 5.3 23.6 38.6 -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.26 0.1 3.0 21.6 36.7 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 0.3 5.7 23.2 37.0 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 -0.5 5.5 24.0 36.9 -- -- --
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 1.0 6.5 26.9 33.2 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 -0.2 4.9 23.2 40.8 -- -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 0.2 3.5 22.2 38.3 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 0.5 7.0 29.9 56.4 -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.01 0.2 8.7 27.9 48.6 -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
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 22, 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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