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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 30, 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 4.3 20.6 37.5 47.5 -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 4.2 20.4 37.1 48.4 14.6 0.4 2.8
Axis Long Term Equity - Direct (G) Not Ranked
23.80 3.5 25.0 44.4 66.0 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 3.4 24.6 43.3 64.0 36.9 23.1 --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 3.1 21.0 31.4 43.3 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
30.84 3.1 20.7 30.7 41.9 23.7 12.4 9.6
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 2.2 20.1 34.8 47.6 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 2.2 24.0 38.2 57.2 -- -- --
Franklin India Tax Shield (G) Rank 3
1,133.25 2.2 20.0 34.4 46.7 25.6 16.2 17.0
Religare Invesco Tax Plan (G) Rank 2
159.04 2.1 23.7 37.5 55.8 29.2 16.3 17.7
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 1.9 20.8 32.5 51.0 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 1.9 21.9 37.3 54.2 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 1.9 21.7 37.0 53.5 27.2 17.4 14.2
IDFC Tax Advantage (ELSS) (G) Rank 3
194.72 1.8 20.5 31.9 49.8 29.2 17.5 17.2
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 1.7 22.1 40.9 63.7 37.0 22.0 --
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 1.7 24.8 37.3 49.5 -- -- --
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 1.7 24.8 37.2 49.2 28.8 18.9 16.5
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 1.5 19.1 30.3 41.0 22.5 13.7 14.4
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 1.5 27.9 47.6 73.9 33.5 16.9 12.8
Tata Tax Saving Fund - Direct Not Ranked
1.47 1.3 21.3 33.1 39.1 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 1.3 23.2 36.6 -- -- -- --
Tata Tax Saving Fund Rank 3
144.15 1.3 21.1 32.6 38.0 22.1 13.6 13.4
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 1.2 23.0 36.1 -- -- -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 1.2 19.2 33.7 44.3 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 1.2 21.3 34.0 44.1 -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 1.2 19.3 30.7 40.1 -- -- --
IDFC Tax Saver Fund (G) Not Ranked
34.86 1.2 15.3 26.1 35.8 24.3 14.7 14.9
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 1.2 21.1 33.7 43.4 23.8 14.7 16.7
ING Tax Saving (G) Not Ranked
23.44 1.1 18.8 32.8 42.5 21.8 10.2 13.3
UTI Equity Tax Saving (G) Rank 4
453.64 1.1 19.1 30.3 39.4 22.4 12.6 12.0
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 1.0 19.6 36.2 53.9 -- -- --
HDFC Long Term Advantage (G) Rank 3
967.64 1.0 19.4 35.9 53.0 28.7 16.1 16.8
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 1.0 22.5 35.1 52.4 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 1.0 19.8 31.3 40.2 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 1.0 19.8 31.1 40.0 26.7 -- --
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 0.9 22.3 34.7 51.5 28.6 15.0 12.9
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 0.9 22.2 34.4 51.3 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 0.9 18.7 32.1 40.9 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
135.05 0.9 22.0 33.8 50.2 27.8 15.4 14.0
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 0.8 23.8 37.9 53.2 -- -- --
DWS Tax Saving Fund (G) Not Ranked
42.77 0.8 18.5 32.0 40.4 24.9 12.2 10.7
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 0.8 16.3 27.8 39.8 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
808.27 0.8 23.6 37.6 52.4 29.4 17.3 16.3
Edelweiss ELSS Fund (G) Not Ranked
32.96 0.8 16.2 27.5 39.3 25.5 14.6 13.1
UTI Long Term Advantage S2 (G) Not Ranked
125.42 0.7 21.1 34.5 45.1 23.7 13.6 13.4
UTI Long Term Advantage (G) Not Ranked
204.16 0.7 20.9 34.1 42.5 22.2 12.0 10.9
Religare Invesco AGILE Tax (G) Not Ranked
6.19 0.6 6.0 10.4 21.3 14.2 9.3 9.2
Kotak Tax Saver - Direct (G) Not Ranked
1.12 0.4 20.2 33.6 42.0 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
14.49 0.4 18.9 33.6 43.4 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 0.4 18.3 30.4 39.6 20.3 11.2 11.7
UTI Master Equity Plan (US) Not Ranked
1,428.55 0.4 18.0 30.1 40.8 23.5 13.1 12.4
Taurus Tax Shield - Direct (G) Not Ranked
0.26 0.4 18.4 30.6 40.1 -- -- --
Kotak Tax Saver (G) Rank 5
369.34 0.4 20.1 33.2 41.3 17.8 10.0 10.8
L&T Tax Advantage (G) Rank 4
1,262.67 0.4 18.7 33.2 42.6 23.6 13.3 15.6
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 0.3 18.2 29.1 43.8 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 0.2 18.1 28.9 43.4 24.4 13.6 11.8
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 0.2 17.9 28.5 42.5 23.8 13.1 11.4
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 -- 14.5 27.1 47.0 22.5 12.5 13.9
Principal Personal Tax Saver Rank 4
353.73 -0.1 18.4 32.6 47.4 24.1 13.6 11.9
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 -0.3 19.7 32.8 42.5 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
5.99 -0.3 19.5 32.4 41.3 21.9 12.0 13.3
Quantum Tax Saving Fund (G) Not Ranked
20.43 -0.5 18.0 33.1 48.2 25.3 16.9 17.9
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 -0.6 28.4 -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 -0.6 28.4 -- -- -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 -0.7 17.5 30.6 38.2 -- -- --
Sundaram Tax Saver (G) Rank 5
1,139.83 -0.7 17.4 30.4 37.8 20.8 12.8 11.0
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 -0.8 20.3 38.0 55.7 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 -0.8 26.0 45.1 70.8 36.5 -- --
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 -0.9 20.1 37.6 54.6 27.8 17.7 15.0
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 -0.9 22.1 39.4 66.9 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,840.90 -1.0 21.9 38.8 65.7 30.8 18.2 19.7
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 -1.1 19.7 23.4 33.1 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 -1.1 19.5 22.8 32.0 15.2 6.7 5.6
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 -1.2 22.7 42.9 53.6 -- -- --
L&T Tax Saver Fund (G) Not Ranked
28.82 -1.2 16.3 30.0 46.4 22.7 11.6 10.2
Principal Tax Savings - Direct Not Ranked
0.40 -1.2 21.9 38.8 62.6 -- -- --
Principal Tax Savings Rank 2
227.71 -1.3 21.8 38.5 62.0 32.2 19.9 14.4
JM Tax Gain Fund (G) Not Ranked
31.40 -1.3 22.5 42.0 52.2 27.3 13.9 9.5
Reliance ELSF - Series 1 (G) Not Ranked
113.38 -1.7 21.0 33.6 51.8 22.4 14.9 16.7
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 -2.8 23.7 45.2 47.8 14.3 5.4 4.2
HDFC Tax Saver - Direct (G) Not Ranked
74.77 -2.8 23.5 42.9 64.5 -- -- --
HDFC Tax Saver (G) Rank 3
4,036.36 -2.9 23.3 42.5 63.5 28.4 14.5 16.7
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 -2.9 30.2 58.2 88.0 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 -2.9 29.9 57.6 86.7 33.5 21.0 19.7
Sahara Taxgain - Direct (G) Not Ranked
0.49 -4.8 22.6 37.3 58.0 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 -4.8 22.5 37.1 57.6 25.3 15.3 15.5
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 0.4 20.4 33.3 45.8 14.1 7.6 6.8

Note : Returns have been calculated based on NAV's as on Jul 30, 2014 & Index values as on Jul 30, 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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