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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 Jul 24, 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
Escorts Tax Plan - Direct (G) Not Ranked
0.01 6.9 17.6 36.7 42.8 -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 6.9 17.5 36.4 43.6 13.7 -1.0 2.9
Axis Long Term Equity - Direct (G) Not Ranked
23.80 6.7 23.9 43.9 62.3 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 6.6 23.5 42.8 60.4 37.6 22.4 --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 6.1 23.7 37.8 -- -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 6.1 19.8 31.0 41.0 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 6.1 23.6 37.4 -- -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
30.84 6.0 19.5 30.4 39.7 25.0 11.5 10.1
Religare Invesco AGILE Tax (G) Not Ranked
6.19 5.2 6.3 11.7 20.3 16.7 9.1 9.7
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 5.2 22.9 36.4 51.4 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 5.2 22.6 36.0 50.5 31.0 14.6 13.6
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 5.1 20.2 32.2 46.8 -- -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 5.1 22.6 35.7 50.2 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
135.05 5.1 22.3 35.2 49.1 30.2 15.5 14.6
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 5.1 21.5 37.4 51.1 -- -- --
IDFC Tax Advantage (ELSS) (G) Rank 3
194.72 5.1 19.9 31.7 45.6 30.5 16.7 17.5
SBI Magnum Tax Gain (G) Rank 3
4,327.68 5.0 21.4 37.1 50.4 28.6 16.8 14.6
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 4.9 20.3 38.8 52.3 -- -- --
HDFC Long Term Advantage (G) Rank 3
967.64 4.9 20.1 38.4 51.4 30.2 16.0 17.6
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 4.9 22.1 41.8 62.7 37.7 22.0 --
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 4.5 23.1 38.6 52.9 -- -- --
Religare Invesco Tax Plan (G) Rank 2
159.04 4.4 22.8 37.9 51.5 30.1 15.9 18.1
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 4.1 27.0 47.8 66.3 33.6 15.8 13.5
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 3.8 23.9 39.5 50.4 -- -- --
Tata Tax Saving Fund - Direct Not Ranked
1.47 3.8 20.1 33.2 38.3 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
808.27 3.8 23.8 39.2 49.7 31.1 16.8 17.0
Tata Tax Saving Fund Rank 3
144.15 3.7 19.9 32.7 35.3 23.5 13.1 13.7
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 3.7 23.8 37.9 47.2 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 3.7 17.9 30.2 38.1 23.8 13.0 14.6
BNP Paribas Tax Advantage Plan (G) Rank 1
203.73 3.7 23.8 37.8 46.9 29.7 18.3 16.9
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 3.6 33.5 63.7 84.0 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 2
2,413.63 3.6 33.3 63.1 82.9 35.3 20.8 20.7
IDFC Tax Saver Fund (G) Not Ranked
34.86 3.5 14.1 25.4 33.0 25.4 13.7 15.1
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 3.5 18.8 34.0 44.6 -- -- --
Franklin India Tax Shield (G) Rank 3
1,133.25 3.5 18.6 33.6 43.7 26.6 15.7 17.2
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 3.3 18.7 30.4 37.8 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 3.3 20.7 34.5 42.7 -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.26 3.3 19.1 32.7 39.1 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 3.3 20.5 34.1 42.0 25.0 14.7 17.4
Taurus Tax Shield (G) Not Ranked
90.33 3.3 19.1 32.5 38.6 22.2 11.0 12.4
UTI Equity Tax Saving (G) Rank 4
453.64 3.2 18.5 30.0 37.2 23.5 12.0 12.5
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 3.2 18.9 31.8 37.4 28.4 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 3.2 18.9 32.0 37.5 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 3.1 16.6 29.0 35.4 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
32.96 3.1 16.4 28.7 34.8 26.2 14.0 13.5
Principal Personal Tax Saver Rank 3
353.73 3.1 18.4 34.8 47.4 26.1 13.1 12.7
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 3.0 18.1 30.2 42.9 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 3.0 18.0 30.0 42.5 26.2 13.4 12.2
Reliance ELSF - Series 1 (G) Not Ranked
113.38 3.0 21.5 36.1 49.6 23.6 14.8 17.3
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 3.0 18.8 32.5 39.0 -- -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 3.0 17.8 29.7 41.7 25.5 12.9 11.8
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 3.0 19.1 33.8 38.5 -- -- --
Sundaram Tax Saver (G) Rank 5
1,139.83 3.0 18.6 32.3 38.6 22.2 12.2 11.6
DWS Tax Saving Fund (G) Not Ranked
42.77 2.9 18.9 33.7 38.1 26.5 12.1 11.3
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 2.9 27.6 -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 2.9 27.5 -- -- -- -- --
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 2.9 19.6 25.3 31.9 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 2.9 22.9 44.6 52.9 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 2.8 19.4 24.7 30.8 17.2 6.1 6.3
ING Tax Saving -Direct (G) Not Ranked
0.05 2.8 18.9 33.8 40.9 -- -- --
JM Tax Gain Fund (G) Not Ranked
31.40 2.8 22.6 43.7 51.4 29.6 13.5 10.0
ING Tax Saving (G) Not Ranked
23.44 2.7 18.5 32.9 39.1 22.8 9.6 13.7
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 2.6 18.9 33.1 40.7 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
125.42 2.5 20.8 35.7 42.9 25.3 13.0 14.0
JPMorgan Tax Advantage (G) Not Ranked
5.99 2.5 18.6 32.6 39.5 23.6 11.5 13.9
UTI Long Term Advantage (G) Not Ranked
204.16 2.5 20.5 35.3 40.2 23.6 11.4 11.4
Kotak Tax Saver - Direct (G) Not Ranked
1.12 2.5 19.5 33.3 38.3 -- -- --
Kotak Tax Saver (G) Rank 5
369.34 2.4 19.3 32.9 37.7 18.9 9.5 11.2
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 2.4 19.5 40.2 50.4 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 2.3 19.3 39.7 49.3 29.0 17.3 15.5
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 2.3 14.9 28.3 45.5 24.0 11.6 14.8
L&T Tax Advantage -Direct (G) Not Ranked
14.49 2.2 17.9 33.6 40.8 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 2.2 25.7 47.7 66.4 37.1 -- --
L&T Tax Advantage (G) Rank 4
1,262.67 2.1 17.7 33.1 39.9 24.8 12.6 16.1
UTI Master Equity Plan (US) Not Ranked
1,428.55 2.1 17.4 30.2 38.1 24.9 12.6 12.8
L&T Tax Saver Fund (G) Not Ranked
28.82 2.1 16.9 31.8 45.5 24.7 11.0 10.9
Principal Tax Savings - Direct Not Ranked
0.40 1.8 23.2 41.4 59.7 -- -- --
Principal Tax Savings Rank 2
227.71 1.8 23.1 41.2 59.2 33.5 19.3 15.2
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 1.5 22.1 40.2 63.9 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,840.90 1.5 21.9 39.6 62.7 32.3 17.5 20.5
HDFC Tax Saver - Direct (G) Not Ranked
74.77 1.3 24.2 46.7 63.9 -- -- --
HDFC Tax Saver (G) Rank 4
4,036.36 1.3 24.0 46.2 62.8 29.9 14.5 17.8
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 -- 23.0 47.0 44.8 16.1 4.4 4.7
Sahara Taxgain - Direct (G) Not Ranked
0.49 -0.5 24.2 41.5 57.7 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 -0.5 24.1 41.3 57.3 26.8 15.3 16.6
Quantum Tax Saving Fund (G) Not Ranked
20.43 -0.9 15.7 33.0 42.4 26.0 16.1 18.2
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 3.3 20.2 34.4 43.6 14.8 7.3 7.1

Note : Returns have been calculated based on NAV's as on Jul 24, 2014 & Index values as on Jul 24, 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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