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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 27, 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
Escorts Tax Plan - Direct (G) Not Ranked
0.02 10.6 20.8 33.0 80.7 27.8 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
20.10 10.4 22.2 31.7 77.6 36.7 -- --
Birla SL Tax Relief 96 (G) Rank 3
1,788.89 10.3 22.0 31.2 76.5 35.6 32.2 16.5
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.64 10.3 21.9 31.1 76.0 35.7 -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 10.2 21.6 27.5 69.0 28.7 -- --
Birla SL Tax Savings (G) Not Ranked
25.28 10.2 21.5 27.0 67.3 27.2 23.9 15.3
Birla Sun Life Tax Plan (G) Rank 3
188.94 10.1 21.5 30.4 74.3 34.5 31.4 18.1
IDFC Tax Saver Fund (G) Not Ranked
37.05 10.0 16.0 19.6 50.4 26.4 24.9 15.8
Escorts Tax Plan (G) Not Ranked
3.18 10.0 20.1 32.0 78.9 27.4 17.8 6.5
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.58 9.9 15.7 26.6 73.0 33.2 -- --
BNP Paribas Long Term Equity (G) Rank 2
290.50 9.8 15.6 26.4 72.5 32.5 30.8 20.0
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.16 9.5 17.3 24.8 65.2 28.6 -- --
JPMorgan Tax Advantage (G) Not Ranked
8.29 9.4 17.0 24.2 63.8 27.4 24.3 16.3
Tata Tax Saving Fund - Direct (G) Not Ranked
2.73 9.4 18.2 -- -- -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.76 9.4 19.7 34.2 77.5 25.8 -- --
Kotak Tax Saver (G) Rank 5
458.12 9.3 19.5 33.8 76.5 25.2 25.4 15.2
Tata Infra Tax Saving Fund (G) Not Ranked
6.88 9.0 18.4 23.8 79.1 22.5 18.8 6.6
Axis Long Term Equity - Direct (G) Not Ranked
49.22 9.0 17.6 30.1 87.6 46.5 -- --
Tata Tax Saving Fund - Direct (D) Not Ranked
2.57 9.0 17.4 25.6 66.2 29.4 -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.30 8.9 17.0 -- -- -- -- --
Axis Long Term Equity Fund (G) Rank 1
2,933.79 8.9 17.1 29.0 84.6 44.7 37.6 25.4
Franklin (I) Tax Shield -Direct (G) Not Ranked
40.19 8.9 16.9 30.9 74.3 33.4 -- --
Tata Tax Saving Fund - Plan A (D) Rank 3
176.58 8.9 12.4 20.0 58.2 24.7 23.5 15.0
Principal Personal Tax Saver Rank 4
370.26 8.9 13.1 19.5 58.9 25.1 25.3 13.6
SBI Magnum Tax Gain - Direct (G) Not Ranked
66.47 8.9 14.7 22.0 65.7 31.4 -- --
Franklin India Tax Shield (G) Rank 3
1,459.91 8.8 16.7 30.4 73.0 32.5 29.5 20.2
SBI Magnum Tax Gain (G) Rank 3
4,936.06 8.8 14.5 21.7 64.9 30.7 28.6 16.1
L&T Long Term Adv. Fund - I (G) Not Ranked
1.82 8.7 17.6 27.3 61.6 29.2 26.0 15.1
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.36 8.7 16.5 24.0 58.6 29.3 -- --
IDBI Equity Advantage -Direct (G) Not Ranked
1.79 8.6 24.1 43.3 95.1 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
95.94 8.6 16.4 24.3 60.9 28.4 25.2 16.8
Edelweiss ELSS Fund (G) Not Ranked
31.00 8.6 16.3 23.7 57.9 28.9 26.2 17.0
DWS Tax Saving Fund -Direct (G) Not Ranked
0.20 8.5 14.1 22.2 61.5 29.9 -- --
IDBI Equity Advantage - Reg (G) Not Ranked
172.69 8.5 23.8 42.8 93.8 -- -- --
DWS Tax Saving Fund (G) Not Ranked
45.84 8.4 13.9 22.0 61.0 28.4 25.1 12.9
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.53 8.4 14.5 23.5 59.2 30.7 -- --
L&T Tax Saver Fund (G) Not Ranked
31.41 8.3 15.5 25.0 63.0 29.8 24.6 13.1
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.29 8.3 14.2 23.2 58.5 30.3 26.0 13.0
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
6.22 8.3 18.2 24.2 64.0 32.2 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.34 8.3 11.7 16.8 52.4 19.3 -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
40.78 8.2 14.0 22.7 57.4 29.5 25.3 12.6
Taurus Tax Shield (G) Not Ranked
92.48 8.2 11.7 16.8 52.0 19.4 20.7 13.2
Religare Invesco AGILE Tax (G) Not Ranked
5.74 8.2 14.9 13.3 26.2 15.7 16.1 10.1
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.68 8.2 17.8 27.2 65.6 30.5 -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
262.05 8.1 17.6 23.1 61.8 31.2 29.8 18.6
LIC NOMURA Tax Plan (G) Not Ranked
37.85 8.1 17.6 26.6 64.0 29.3 25.7 14.4
Union KBC Tax Saver - Direct (G) Not Ranked
1.17 8.1 15.1 20.9 58.9 28.0 -- --
Union KBC Tax Saver Scheme (G) Not Ranked
85.04 8.0 14.9 20.7 58.4 27.5 27.4 --
UTI Equity Tax Saving - Direct (G) Not Ranked
8.05 7.9 14.0 21.3 57.5 27.0 -- --
UTI Master Equity Plan (US) Not Ranked
1,650.02 7.9 13.2 19.7 54.3 24.2 23.4 14.7
UTI Equity Tax Saving (G) Rank 3
532.06 7.9 13.7 20.7 56.4 26.3 24.2 14.2
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
21.32 7.8 13.9 22.6 62.7 27.6 -- --
Can Robeco Eqty TaxSaver (G) Rank 4
828.92 7.8 13.8 22.3 62.0 27.0 25.9 17.9
JM Tax Gain Fund -Direct (G) Not Ranked
0.08 7.6 13.8 24.9 78.0 33.3 -- --
JM Tax Gain Fund (G) Not Ranked
33.91 7.6 13.6 24.5 76.2 32.2 26.6 12.2
DSP-BRTax Saver Fund -Direct (G) Not Ranked
8.75 7.5 14.3 23.3 69.1 31.5 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
9.64 7.5 15.0 24.6 62.4 25.0 -- --
DSP-BRTax Saver Fund (G) Rank 3
1,010.26 7.5 14.2 22.9 68.2 31.0 30.7 18.0
Sundaram Tax Saver (G) Rank 5
1,205.58 7.4 14.8 24.3 61.7 24.2 24.1 13.7
L&T Tax Advantage -Direct (G) Not Ranked
21.37 7.4 13.6 22.1 62.3 28.1 -- --
ICICI Pru RIGHT Fund (G) Not Ranked
68.25 7.4 15.3 28.8 82.3 40.1 37.6 24.9
L&T Tax Advantage (G) Rank 4
1,509.82 7.4 13.4 21.7 61.3 27.2 24.3 17.1
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.02 7.3 12.9 22.6 70.1 29.9 -- --
HSBC Tax Saver Equity Fund (G) Rank 3
198.29 7.2 12.7 22.2 68.9 28.9 29.4 16.9
UTI Long Term Advantage S2 (G) Not Ranked
137.34 7.1 12.0 18.0 58.3 25.5 24.1 14.9
UTI Long Term Advantage (G) Not Ranked
225.94 7.1 12.0 17.9 57.8 23.7 22.6 12.2
ICICI Pru Tax Plan- Direct (G) Not Ranked
56.86 7.0 10.7 20.9 67.2 32.6 -- --
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.14 7.0 13.0 22.9 52.0 19.4 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
58.71 6.9 14.5 32.4 111.5 44.2 -- --
Baroda Pioneer ELSS 96 Not Ranked
37.35 6.9 12.9 22.5 50.8 18.6 18.0 8.5
ICICI Pru Tax Plan (G) Rank 2
2,283.67 6.9 10.5 20.3 65.8 31.7 29.4 18.7
Reliance Tax Saver (ELSS) (G) Rank 1
3,398.91 6.8 14.3 31.9 109.8 43.2 37.1 23.0
Religare Invesco Tax Plan - DP (G) Not Ranked
2.57 6.7 14.5 24.8 72.8 34.0 -- --
Religare Invesco Tax Plan (G) Rank 2
202.61 6.6 14.0 23.8 70.5 32.5 29.2 19.3
Sahara Taxgain - Direct (G) Not Ranked
0.67 6.5 6.3 13.0 56.2 27.3 -- --
Sahara Taxgain (G) Not Ranked
11.66 6.5 6.2 12.8 55.7 26.9 23.1 15.7
HDFC Tax Saver - Direct (G) Not Ranked
115.70 6.5 11.9 21.0 73.2 31.2 -- --
Principal Tax Savings - Direct Not Ranked
0.67 6.5 10.9 19.4 65.2 30.7 -- --
HDFC Tax Saver (G) Rank 4
4,794.48 6.4 11.8 20.7 72.4 30.5 26.4 17.2
Principal Tax Savings Rank 2
260.43 6.4 10.8 19.1 64.4 30.0 31.2 16.1
HDFC Long Term Advant. - Direct (G) Not Ranked
32.07 6.2 9.9 15.5 57.0 28.5 -- --
HDFC Long Term Advantage (G) Rank 3
1,133.66 6.2 9.8 15.3 56.2 27.9 26.2 17.4
Reliance ELSF - Series 1 (G) Not Ranked
130.64 5.7 16.1 27.6 70.2 29.7 29.3 18.4
SBI Tax Advantage Sr-1 (G) Not Ranked
405.10 5.2 7.4 20.6 76.2 33.3 31.1 14.3
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.66 5.0 11.3 25.9 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
31.03 5.0 11.3 25.9 -- -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
51.98 4.8 10.3 24.9 82.8 35.1 -- --
Quantum Tax Saving Fund (G) Not Ranked
27.82 3.3 5.2 13.7 51.4 23.1 23.6 16.8
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
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 7.9 14.7 23.2 63.6 27.3 23.5 13.7

Note : Returns have been calculated based on NAV's as on Jan 27, 2015 & Index values as on Jan 27, 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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