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 17, 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
HDFC Tax Saver - Direct (G) Not Ranked
38.15 8.9 13.5 22.2 26.6 -- -- --
HDFC Tax Saver (G) Rank 4
3,386.28 8.9 13.4 21.8 25.8 13.4 6.9 20.9
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
11.87 8.9 17.9 32.4 30.5 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 3
1,852.11 8.8 17.7 32.0 29.7 14.5 10.8 21.5
Escorts Tax Plan - Direct (G) Not Ranked
0.01 8.8 10.4 15.8 17.8 -- -- --
Escorts Tax Plan (G) Not Ranked
2.55 8.7 10.2 16.9 18.5 -1.0 -5.9 6.6
Sahara Taxgain - Direct (G) Not Ranked
0.25 8.2 9.8 21.8 29.1 -- -- --
Sahara Taxgain (G) Not Ranked
10.22 8.1 9.8 21.6 28.7 12.9 8.0 19.7
Principal Tax Savings - Direct Not Ranked
0.17 7.6 10.0 19.1 27.9 -- -- --
Principal Tax Savings Rank 2
198.51 7.5 9.9 18.9 27.3 18.6 10.3 17.1
ICICI Pru Tax Plan- Direct (G) Not Ranked
13.47 6.6 10.9 20.9 31.0 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,497.77 6.5 10.6 20.5 30.1 19.1 10.4 24.4
L&T Tax Saver Fund (G) Not Ranked
26.90 6.4 9.1 16.8 26.5 13.3 4.3 16.1
Reliance ELSF - Series 1 (G) Not Ranked
102.78 6.2 9.7 20.6 17.8 11.1 8.1 18.9
L&T Long Term Adv. Fund - I (G) Not Ranked
1.59 6.0 8.8 17.4 25.6 13.6 6.6 18.0
SBI Tax Advantage Sr-1 (G) Not Ranked
311.09 6.0 11.5 27.8 25.6 13.8 7.3 16.5
Tata Infra Tax Saving Fund (G) Not Ranked
5.80 5.8 15.6 17.2 8.2 2.6 -3.9 7.3
HDFC Long Term Advant. - Direct (G) Not Ranked
7.53 5.4 11.0 19.1 26.3 -- -- --
HDFC Long Term Advantage (G) Rank 3
828.23 5.4 10.8 18.8 25.7 16.1 9.3 21.9
ING Tax Saving -Direct (G) Not Ranked
0.05 5.3 8.6 11.7 16.3 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
8.91 5.3 7.9 11.9 18.7 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 3
597.49 5.3 7.8 11.7 18.1 13.1 8.7 21.7
Sundaram Tax Saver -Direct (G) Not Ranked
3.94 5.2 8.1 12.4 14.6 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
2.63 5.2 7.9 14.2 22.5 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
722.92 5.2 7.9 13.9 21.8 16.2 8.4 19.7
SBI Tax Advantage Sr-2 (G) Not Ranked
29.73 5.2 12.7 30.0 28.6 20.2 -- --
Sundaram Tax Saver (G) Rank 5
1,162.76 5.2 8.0 12.2 14.2 11.3 6.3 15.3
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.37 5.2 12.8 19.4 24.5 -- -- --
ING Tax Saving (G) Not Ranked
22.20 5.2 8.3 11.0 14.8 10.2 3.9 18.3
Religare Invesco Tax Plan - DP (G) Not Ranked
0.82 5.1 9.1 17.6 24.4 -- -- --
Quantum Tax Saving Fund (G) Not Ranked
14.63 5.1 12.0 16.0 22.0 16.3 9.9 22.3
UTI Master Equity Plan (US) Not Ranked
1,254.19 5.1 8.4 11.2 18.3 13.0 6.8 15.6
HSBC Tax Saver Equity Fund (G) Rank 3
167.29 5.1 12.6 19.0 23.6 18.4 10.3 19.2
Religare Invesco Tax Plan (G) Rank 2
137.69 5.1 8.7 17.0 23.4 16.2 9.9 21.4
UTI Long Term Advantage S2 (G) Not Ranked
117.68 4.8 9.3 13.6 16.8 12.9 6.8 16.2
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.03 4.8 0.2 3.7 11.5 -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
1.96 4.7 7.1 10.8 17.6 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
26.65 4.7 -- 3.1 10.6 5.3 -0.6 10.6
Principal Personal Tax Saver Rank 4
338.39 4.7 10.0 13.9 22.7 14.9 6.3 16.6
UTI Equity Tax Saving (G) Rank 4
425.54 4.7 7.0 10.6 17.1 12.7 6.0 15.7
UTI Long Term Advantage (G) Not Ranked
186.77 4.7 9.2 12.9 14.0 10.9 3.9 14.6
IDBI Equity Advantage - Reg (G) Not Ranked
18.74 4.7 7.8 16.7 -- -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.31 4.7 7.8 17.0 -- -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.04 4.7 12.7 18.2 20.9 -- -- --
JM Tax Gain Fund (G) Not Ranked
29.20 4.6 12.3 17.5 19.8 12.6 4.6 11.3
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.30 4.6 8.3 10.7 22.7 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
7.37 4.5 8.6 11.9 21.0 -- -- --
BNP Paribas Tax Advantage Plan (G) Rank 1
144.47 4.5 8.2 10.6 22.3 15.6 12.0 19.1
L&T Tax Advantage (G) Rank 4
1,105.37 4.5 8.4 11.6 20.3 12.7 6.3 19.8
Tata Tax Saving Fund - Direct Not Ranked
0.74 4.4 8.5 7.8 18.6 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
23.36 4.4 8.9 16.1 23.5 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,051.57 4.4 8.7 15.9 22.9 15.5 9.3 17.6
Tata Tax Saving Fund Rank 3
125.20 4.3 8.4 7.3 16.0 11.7 7.0 17.9
Tata Tax Advantage Fund-1(G) Not Ranked
80.19 4.3 8.0 11.3 20.6 12.3 8.0 18.8
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.02 4.1 7.9 12.1 19.2 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
5.08 4.0 7.8 11.7 18.2 11.9 5.7 16.8
Union KBC Tax Saver Scheme (G) Not Ranked
53.87 4.0 7.9 12.6 17.6 15.9 -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.07 4.0 8.7 9.5 19.5 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.34 4.0 8.0 12.7 17.8 -- -- --
DWS Tax Saving Fund (G) Not Ranked
44.54 4.0 8.7 9.7 19.1 15.1 5.6 13.7
Birla SL Tax Relief 96-Direct (G) Not Ranked
6.72 4.0 7.6 16.2 24.7 -- -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
0.84 4.0 7.4 15.8 23.9 -- -- --
IDFC Tax Saver Fund (G) Not Ranked
34.04 4.0 5.2 8.6 20.5 16.4 9.0 18.4
Kotak Tax Saver - Direct (G) Not Ranked
0.57 3.9 7.6 11.0 10.0 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,394.59 3.9 7.4 16.0 23.7 16.2 7.0 18.0
ICICI Pru RIGHT Fund (G) Not Ranked
59.91 3.9 9.7 18.7 32.8 20.3 16.2 --
Kotak Tax Saver (G) Rank 5
334.45 3.9 7.5 10.8 9.5 7.8 3.0 14.8
Birla Sun Life Tax Plan (G) Rank 3
115.40 3.9 7.2 15.5 22.9 15.7 8.1 16.8
Franklin (I) Tax Shield -Direct (G) Not Ranked
12.03 3.9 9.8 15.3 22.8 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.07 3.8 5.8 10.9 22.5 -- -- --
Franklin India Tax Shield (G) Rank 3
954.92 3.8 9.6 14.9 22.0 14.3 9.5 20.5
Edelweiss ELSS Fund (G) Not Ranked
22.09 3.8 5.7 10.6 22.1 13.6 9.3 16.3
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.11 3.8 6.3 11.5 19.6 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
1.62 3.8 5.1 14.0 24.3 -- -- --
IDFC Tax Advantage (ELSS) (G) Rank 2
160.23 3.7 4.9 13.6 23.6 17.5 9.3 18.7
LIC NOMURA Tax Plan (G) Not Ranked
28.49 3.7 6.0 11.0 18.5 12.2 4.6 12.8
Taurus Tax Shield - Direct (G) Not Ranked
0.16 3.7 7.7 12.0 13.9 -- -- --
Taurus Tax Shield (G) Not Ranked
87.10 3.7 7.5 11.7 13.5 10.4 4.3 16.6
Axis Long Term Equity - Direct (G) Not Ranked
6.51 3.4 11.5 23.2 34.6 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.14 3.4 6.9 10.6 23.3 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.53 3.4 6.8 10.5 23.0 14.5 7.3 18.0
Religare Invesco AGILE Tax (G) Not Ranked
6.56 3.4 1.3 5.3 13.0 9.7 6.3 10.7
BOI AXA Tax Advtg -RP (G) Not Ranked
27.01 3.3 6.6 10.2 22.3 14.0 6.8 17.6
Axis Long Term Equity Fund (G) Rank 1
748.82 3.2 11.0 22.4 33.1 22.2 15.6 --
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 4.9 8.6 14.7 20.4 7.8 3.9 9.0

Note : Returns have been calculated based on NAV's as on Apr 17, 2014 & Index values as on Apr 17, 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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