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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 Sep 19, 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
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 11.0 21.4 46.6 69.5 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 10.9 21.2 46.1 68.3 -- -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 10.1 18.5 53.1 93.5 37.1 25.3 14.1
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 9.9 18.5 -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 9.9 18.5 -- -- -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 9.4 17.1 48.3 93.5 39.5 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 9.3 17.8 61.4 103.1 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 9.2 17.6 60.8 101.7 38.7 29.0 21.1
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 8.9 15.1 42.6 71.7 38.9 28.8 21.4
Axis Long Term Equity - Direct (G) Not Ranked
23.80 7.3 18.6 43.3 77.2 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 7.2 15.1 37.6 60.1 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 7.1 18.2 42.1 74.8 38.6 28.4 --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 7.1 14.7 36.9 58.7 31.3 22.8 16.6
Tata Tax Saving Fund - Direct Not Ranked
1.47 7.0 14.4 36.9 44.6 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.49 7.0 9.3 41.0 65.4 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 7.0 16.1 36.2 53.0 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 7.0 9.2 40.8 65.0 27.7 20.1 14.7
Tata Tax Saving Fund Rank 3
144.15 6.9 14.2 36.4 43.5 24.7 18.7 14.1
LIC NOMURA Tax Plan (G) Not Ranked
30.84 6.9 15.8 35.5 51.5 26.0 18.8 10.1
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 6.9 16.8 42.3 67.9 -- -- --
Religare Invesco Tax Plan (G) Rank 2
159.04 6.8 16.5 41.6 66.3 31.8 22.2 18.0
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 6.7 14.2 38.1 60.4 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 6.7 14.0 37.6 59.4 30.5 21.5 12.4
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 6.6 14.0 37.4 59.1 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 6.6 12.2 30.5 45.0 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
32.96 6.6 12.1 30.2 44.5 26.3 19.1 13.0
Birla Sun Life Tax Plan (G) Rank 3
135.05 6.5 13.7 36.8 57.9 29.6 21.0 14.1
Kotak Tax Saver - Direct (G) Not Ranked
1.12 6.5 14.6 37.6 54.3 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 6.5 13.7 33.8 46.0 25.2 18.7 15.0
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 6.5 13.3 37.3 63.3 -- -- --
Kotak Tax Saver (G) Rank 5
369.34 6.5 14.4 37.2 53.5 20.1 16.7 11.0
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 6.4 13.1 36.8 62.2 30.0 24.0 15.2
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 6.4 15.6 37.9 56.4 -- -- --
Franklin India Tax Shield (G) Rank 3
1,133.25 6.3 15.4 37.5 55.4 29.2 21.7 17.8
L&T Tax Saver Fund (G) Not Ranked
28.82 6.2 10.0 32.5 52.0 24.8 16.9 9.9
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 6.1 10.9 30.2 52.0 25.3 17.7 13.3
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 6.1 12.8 35.6 48.7 -- -- --
Sundaram Tax Saver (G) Rank 5
1,139.83 6.1 12.7 35.3 48.1 23.1 18.6 10.3
L&T Tax Advantage -Direct (G) Not Ranked
14.49 6.0 10.8 34.2 49.2 -- -- --
L&T Tax Advantage (G) Rank 4
1,262.67 6.0 10.7 33.8 48.3 24.9 18.1 15.4
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 5.8 13.7 42.7 61.4 -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 5.8 11.3 32.6 46.2 -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 5.8 12.0 42.9 68.9 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
808.27 5.8 13.6 42.3 60.5 31.7 24.1 16.2
UTI Equity Tax Saving (G) Rank 4
453.64 5.7 11.1 32.1 45.5 23.9 17.5 11.9
ICICI Pru Tax Plan (G) Rank 2
1,840.90 5.7 11.8 42.4 67.6 32.8 24.9 19.3
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 5.7 11.4 35.7 37.6 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 5.7 11.3 35.3 36.4 16.5 12.7 5.5
Reliance ELSF - Series 1 (G) Not Ranked
113.38 5.6 11.2 38.0 59.8 23.1 21.7 15.9
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 5.6 13.7 41.6 56.1 -- -- --
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 5.6 13.7 41.4 55.8 30.9 23.8 16.5
Principal Tax Savings - Direct Not Ranked
0.40 5.4 11.6 42.2 66.1 -- -- --
Principal Tax Savings Rank 2
227.71 5.4 11.5 42.0 65.4 33.3 26.1 14.5
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 5.3 12.4 40.5 62.9 -- -- --
JM Tax Gain Fund (G) Not Ranked
31.40 5.2 12.2 40.0 61.3 28.7 20.4 10.1
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 5.2 11.2 31.8 47.5 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 5.2 11.1 31.6 47.0 26.4 19.1 11.5
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 5.1 10.9 31.2 46.1 25.7 18.5 11.0
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 5.1 11.3 32.5 45.3 -- -- --
DWS Tax Saving Fund (G) Not Ranked
42.77 5.1 11.1 32.0 44.9 26.6 18.1 10.2
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 5.0 12.0 36.2 50.7 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 5.0 11.9 35.9 50.0 25.5 19.7 16.4
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 4.9 12.7 37.2 59.2 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
125.42 4.9 10.3 34.7 50.3 24.6 18.2 13.0
SBI Magnum Tax Gain (G) Rank 3
4,327.68 4.9 12.6 36.9 58.5 28.7 22.5 13.9
UTI Long Term Advantage (G) Not Ranked
204.16 4.9 10.2 34.2 48.3 23.3 17.2 10.5
Escorts Tax Plan - Direct (G) Not Ranked
0.01 4.9 19.2 42.8 57.3 -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
74.77 4.9 10.6 46.9 70.8 -- -- --
HDFC Tax Saver (G) Rank 3
4,036.36 4.8 10.5 46.5 69.8 30.9 21.3 16.6
Escorts Tax Plan (G) Not Ranked
2.72 4.8 19.0 42.4 58.3 18.7 8.2 3.9
UTI Master Equity Plan (US) Not Ranked
1,428.55 4.8 9.4 32.1 43.3 24.1 18.1 12.6
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 4.7 10.3 32.6 48.7 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 4.6 11.6 36.3 60.9 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
5.99 4.6 10.0 31.9 47.5 23.2 16.9 13.1
HDFC Long Term Advantage (G) Rank 3
967.64 4.6 11.5 36.0 60.1 30.1 22.0 17.0
Principal Personal Tax Saver Rank 4
353.73 4.5 10.0 32.2 49.7 24.8 19.2 11.4
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 4.5 9.3 29.8 44.8 26.4 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 4.5 9.3 29.9 45.0 -- -- --
Quantum Tax Saving Fund (G) Not Ranked
20.43 4.2 9.4 31.5 49.2 26.0 21.6 17.0
IDFC Tax Saver Fund (G) Not Ranked
34.86 3.9 10.0 27.4 39.2 24.9 18.9 13.9
Taurus Tax Shield - Direct (G) Not Ranked
0.26 3.8 8.5 29.9 44.8 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 3.8 8.4 29.8 44.3 20.2 15.2 10.8
ING Tax Saving -Direct (G) Not Ranked
0.05 3.6 9.1 31.8 46.1 -- -- --
ING Tax Saving (G) Not Ranked
23.44 3.5 8.8 30.9 44.3 21.9 14.3 11.9
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 3.0 5.6 36.2 53.4 14.8 10.3 4.0
Religare Invesco AGILE Tax (G) Not Ranked
6.19 1.0 7.5 11.8 19.0 13.2 12.1 8.0
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 5.9 12.6 35.6 53.9 15.0 10.6 7.0

Note : Returns have been calculated based on NAV's as on Sep 19, 2014 & Index values as on Sep 19, 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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