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 24, 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 9.2 15.9 22.6 26.9 -- -- --
HDFC Tax Saver (G) Rank 4
3,386.28 9.1 15.7 22.3 26.1 15.0 6.8 21.0
Escorts Tax Plan - Direct (G) Not Ranked
0.01 7.7 13.6 15.9 18.0 -- -- --
Escorts Tax Plan (G) Not Ranked
2.55 7.6 13.5 16.9 18.7 0.4 -6.2 6.6
Sahara Taxgain - Direct (G) Not Ranked
0.25 7.2 12.1 21.7 28.8 -- -- --
Sahara Taxgain (G) Not Ranked
10.22 7.2 12.0 21.6 28.4 14.0 7.6 19.6
Principal Tax Savings - Direct Not Ranked
0.17 6.8 12.4 19.7 26.5 -- -- --
Principal Tax Savings Rank 2
198.51 6.8 12.3 19.5 26.0 20.4 10.0 16.7
ICICI Pru Tax Plan- Direct (G) Not Ranked
13.47 6.6 12.6 21.8 30.2 -- -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
311.09 6.6 14.8 28.7 24.4 16.3 7.3 16.3
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
11.87 6.5 20.3 31.2 27.8 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,497.77 6.5 12.4 21.3 29.3 20.5 10.2 24.1
Reliance Tax Saver (ELSS) (G) Rank 3
1,852.11 6.5 20.1 30.8 27.1 16.3 10.3 21.4
Tata Infra Tax Saving Fund (G) Not Ranked
5.80 6.3 17.9 17.8 7.0 4.8 -3.8 7.4
HDFC Long Term Advant. - Direct (G) Not Ranked
7.53 6.1 13.6 20.3 26.7 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
102.78 6.1 10.9 20.8 18.0 12.3 7.6 19.0
HDFC Long Term Advantage (G) Rank 3
828.23 6.1 13.5 20.0 26.0 17.5 8.9 22.0
JM Tax Gain Fund -Direct (G) Not Ranked
0.04 5.8 16.3 20.2 19.5 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
2.63 5.8 10.7 15.8 22.3 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
722.92 5.7 10.7 15.5 21.7 18.1 8.3 19.8
JM Tax Gain Fund (G) Not Ranked
29.20 5.7 15.8 19.4 18.5 15.4 4.8 12.0
L&T Tax Saver Fund (G) Not Ranked
26.90 5.6 10.6 16.7 25.6 15.0 4.1 15.7
L&T Tax Advantage -Direct (G) Not Ranked
7.37 5.4 11.3 14.5 20.9 -- -- --
L&T Tax Advantage (G) Rank 4
1,105.37 5.3 11.1 14.2 20.2 14.6 6.4 19.7
L&T Long Term Adv. Fund - I (G) Not Ranked
1.59 5.2 10.0 17.4 25.2 15.6 6.7 17.9
UTI Master Equity Plan (US) Not Ranked
1,254.19 5.2 10.0 12.9 17.5 14.5 6.3 15.3
Quantum Tax Saving Fund (G) Not Ranked
14.63 5.2 13.4 16.2 20.5 17.2 9.5 22.6
ING Tax Saving -Direct (G) Not Ranked
0.05 5.2 10.4 13.6 15.4 -- -- --
ICICI Pru RIGHT Fund (G) Not Ranked
59.91 5.1 13.9 20.2 34.9 22.7 16.7 --
Sundaram Tax Saver -Direct (G) Not Ranked
3.94 5.1 9.9 13.5 13.9 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
8.91 5.0 9.9 13.4 18.1 -- -- --
ING Tax Saving (G) Not Ranked
22.20 5.0 10.1 12.9 14.0 11.3 3.5 18.1
Sundaram Tax Saver (G) Rank 5
1,162.76 5.0 9.8 13.3 13.6 13.3 5.7 15.0
Can Robeco Eqty TaxSaver (G) Rank 3
597.49 5.0 9.8 13.1 17.6 14.5 8.4 21.2
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.37 5.0 15.5 20.9 23.1 -- -- --
Principal Personal Tax Saver Rank 4
338.39 4.9 12.2 16.5 22.7 16.6 6.0 16.3
SBI Magnum Tax Gain - Direct (G) Not Ranked
23.36 4.9 11.5 18.7 23.5 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
167.29 4.9 15.3 20.5 22.3 20.2 9.8 18.9
SBI Magnum Tax Gain (G) Rank 3
4,051.57 4.9 11.4 18.4 23.0 17.2 9.0 17.5
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.30 4.8 9.9 12.5 21.9 -- -- --
BNP Paribas Tax Advantage Plan (G) Rank 1
144.47 4.8 9.8 12.3 21.4 17.3 11.4 18.8
Religare Invesco Tax Plan - DP (G) Not Ranked
0.82 4.6 11.0 17.7 23.5 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
1.62 4.6 7.9 14.3 22.5 -- -- --
Religare Invesco Tax Plan (G) Rank 2
137.69 4.5 10.7 17.1 22.5 17.3 9.5 21.2
IDFC Tax Advantage (ELSS) (G) Rank 2
160.23 4.5 7.7 13.9 21.8 19.6 9.2 18.7
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.03 4.5 2.7 5.1 10.7 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
53.87 4.5 9.4 13.3 17.0 17.0 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.34 4.5 9.4 13.3 17.2 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
117.68 4.5 10.9 14.6 15.9 14.6 6.3 16.1
Baroda Pioneer ELSS 96 Not Ranked
26.65 4.4 2.5 4.6 9.8 6.8 -1.0 10.4
Franklin (I) Tax Shield -Direct (G) Not Ranked
12.03 4.4 11.3 17.2 22.2 -- -- --
UTI Long Term Advantage (G) Not Ranked
186.77 4.4 10.8 14.3 12.6 12.7 3.8 14.4
Franklin India Tax Shield (G) Rank 3
954.92 4.4 11.1 16.8 21.4 16.4 9.4 20.3
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.02 4.3 10.5 14.6 19.0 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
29.73 4.3 15.3 30.7 25.5 21.7 -- --
JPMorgan Tax Advantage (G) Not Ranked
5.08 4.3 10.4 14.1 18.0 13.5 5.5 17.1
Tata Tax Saving Fund - Direct Not Ranked
0.74 4.3 9.7 9.6 17.5 -- -- --
Tata Tax Saving Fund Rank 3
125.20 4.2 9.6 9.1 14.9 13.1 6.5 17.4
Axis Long Term Equity - Direct (G) Not Ranked
6.51 4.2 15.2 24.5 34.5 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
80.19 4.2 9.3 13.4 19.4 13.9 7.2 18.4
IDFC Tax Saver Fund (G) Not Ranked
34.04 4.0 7.6 9.9 18.5 17.9 8.9 18.2
Axis Long Term Equity Fund (G) Rank 1
748.82 3.9 14.7 23.7 33.0 24.0 15.5 --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.07 3.9 10.8 10.7 18.2 -- -- --
Religare Invesco AGILE Tax (G) Not Ranked
6.56 3.9 3.7 8.5 12.5 11.3 5.5 10.8
IDBI Equity Advantage -Direct (G) Not Ranked
0.31 3.9 9.9 17.7 -- -- -- --
DWS Tax Saving Fund (G) Not Ranked
44.54 3.9 11.0 10.9 17.9 16.4 5.6 13.5
Taurus Tax Shield - Direct (G) Not Ranked
0.16 3.9 9.6 12.5 12.9 -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
1.96 3.8 8.6 12.2 16.6 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
18.74 3.8 9.7 17.3 -- -- -- --
Taurus Tax Shield (G) Not Ranked
87.10 3.8 9.4 12.2 12.5 11.8 4.0 16.5
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.07 3.8 7.9 11.8 20.7 -- -- --
UTI Equity Tax Saving (G) Rank 4
425.54 3.8 8.5 12.0 16.2 14.0 5.7 15.5
Edelweiss ELSS Fund (G) Not Ranked
22.09 3.8 7.8 11.5 20.2 15.1 8.7 15.9
Kotak Tax Saver - Direct (G) Not Ranked
0.57 3.8 9.7 12.9 9.4 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.14 3.8 8.5 12.3 22.3 -- -- --
Kotak Tax Saver (G) Rank 5
334.45 3.7 9.5 12.7 8.9 9.3 2.8 14.7
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.53 3.7 8.5 12.2 22.0 16.3 6.9 17.5
BOI AXA Tax Advtg -RP (G) Not Ranked
27.01 3.7 8.3 11.9 21.3 15.7 6.5 17.1
Birla SL Tax Relief 96-Direct (G) Not Ranked
6.72 3.6 9.5 17.1 22.6 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,394.59 3.6 9.4 16.9 21.7 17.6 6.5 17.7
Birla Sun Life Tax Plan-Direct (G) Not Ranked
0.84 3.5 9.2 16.6 21.8 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
115.40 3.4 9.0 16.2 20.8 17.0 7.7 16.4
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.11 3.3 7.8 13.5 18.7 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
28.49 3.2 7.5 13.0 17.5 13.5 4.2 12.5
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 4.8 10.7 15.8 19.6 8.7 3.7 8.9

Note : Returns have been calculated based on NAV's as on Apr 24, 2014 & Index values as on Apr 23, 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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