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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 Oct 22, 2014
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Sep 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
IDBI Equity Advantage -Direct (G) Not Ranked
1.19 0.4 12.6 39.3 63.2 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
112.18 0.2 12.4 38.8 62.1 -- -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
37.93 1.5 11.3 49.0 95.7 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 1.5 11.1 48.5 94.3 35.7 30.5 20.8
Franklin (I) Tax Shield -Direct (G) Not Ranked
31.48 1.4 10.7 30.7 52.9 -- -- --
Franklin India Tax Shield (G) Rank 3
1,303.34 1.3 10.4 30.3 51.9 27.1 21.8 17.2
ICICI Pru RIGHT Fund (G) Not Ranked
66.71 2.3 10.4 34.0 61.5 37.0 30.0 21.6
Kotak Tax Saver - Direct (G) Not Ranked
1.40 1.3 10.0 30.4 46.8 -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.50 -0.6 9.9 40.1 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
28.06 -0.6 9.9 40.0 -- -- -- --
Kotak Tax Saver (G) Rank 5
412.11 1.3 9.9 30.1 46.1 18.4 17.1 10.5
SBI Tax Advantage Sr-2 (G) Not Ranked
47.21 -0.3 9.6 38.8 80.9 34.1 -- --
Axis Long Term Equity - Direct (G) Not Ranked
34.87 0.3 9.1 33.8 67.4 -- -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
394.83 -1.2 8.9 39.2 78.8 32.9 26.1 14.0
Escorts Tax Plan - Direct (G) Not Ranked
0.02 0.2 8.7 27.9 48.6 -- -- --
Axis Long Term Equity Fund (G) Rank 1
2,020.07 0.1 8.7 32.8 65.1 35.5 28.6 --
Escorts Tax Plan (G) Not Ranked
3.02 0.2 8.6 27.5 49.5 14.2 8.2 2.6
Religare Invesco Tax Plan - DP (G) Not Ranked
2.06 -0.3 8.5 32.8 56.2 -- -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.30 0.8 8.2 32.6 48.6 -- -- --
Religare Invesco Tax Plan (G) Rank 2
183.93 -0.4 8.1 32.0 54.5 28.6 22.8 16.7
BNP Paribas Long Term Equity (G) Rank 2
249.55 0.8 8.1 32.5 48.3 28.8 23.8 15.9
Reliance ELSF - Series 1 (G) Not Ranked
122.31 1.2 7.9 29.0 56.0 21.4 22.5 15.4
ICICI Pru Tax Plan- Direct (G) Not Ranked
44.58 0.6 7.5 30.6 59.1 -- -- --
Quantum Tax Saving Fund (G) Not Ranked
24.19 1.3 7.4 23.6 43.0 24.4 22.0 16.6
ICICI Pru Tax Plan (G) Rank 2
2,123.44 0.6 7.3 30.1 57.9 30.1 24.6 17.8
JM Tax Gain Fund -Direct (G) Not Ranked
0.07 0.5 7.0 29.9 56.4 -- -- --
JM Tax Gain Fund (G) Not Ranked
33.36 0.4 6.8 29.4 54.8 25.4 20.8 8.8
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.10 1.0 6.5 26.9 33.2 -- -- --
Tata Tax Saving Fund - Direct Not Ranked
2.04 -1.1 6.3 26.2 37.8 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
33.59 0.9 6.3 26.4 32.2 15.2 12.9 5.1
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.46 -1.1 6.3 26.2 42.8 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
91.99 -1.0 6.2 23.8 39.7 21.8 18.0 13.9
L&T Tax Advantage -Direct (G) Not Ranked
18.13 0.2 6.2 24.3 41.7 -- -- --
Tata Tax Saving Fund Rank 3
164.23 -1.2 6.1 25.7 36.6 21.2 18.0 12.9
LIC NOMURA Tax Plan (G) Not Ranked
34.88 -1.2 6.0 25.5 41.4 22.6 18.0 9.8
L&T Tax Advantage (G) Rank 4
1,410.66 0.2 6.0 23.9 40.8 22.5 18.1 14.4
Sundaram Tax Saver -Direct (G) Not Ranked
8.26 -0.5 5.9 24.6 40.9 -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.75 0.8 5.9 20.5 41.1 22.3 18.5 11.9
Sundaram Tax Saver (G) Rank 5
1,190.75 -0.5 5.9 24.3 40.4 19.4 18.3 9.5
Birla SL Tax Relief 96-Direct (G) Not Ranked
16.39 -- 5.8 29.1 50.7 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.31 0.3 5.7 23.2 37.0 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
18.68 -0.2 5.6 25.8 42.1 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
40.74 0.3 5.6 23.0 36.5 23.0 19.5 12.8
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.13 -- 5.6 28.6 49.5 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
6.96 -0.9 5.6 29.9 50.0 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.89 -1.5 5.6 25.7 51.8 -- -- --
DWS Tax Saving Fund (G) Not Ranked
44.93 -0.4 5.6 23.8 37.0 23.1 18.4 9.3
Birla SL Tax Relief 96 (G) Rank 3
1,672.91 -0.1 5.6 28.6 49.8 26.5 22.1 11.6
Can Robeco Eqty TaxSaver (G) Rank 4
787.13 -0.2 5.6 25.5 41.5 22.2 20.1 15.3
L&T Tax Saver Fund (G) Not Ranked
30.21 1.2 5.5 22.3 42.3 22.6 17.8 9.3
DWS Tax Saving Fund -Direct (G) Not Ranked
0.19 -0.5 5.5 24.0 36.9 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
927.87 -1.0 5.4 29.5 49.2 27.2 24.0 14.7
HSBC Tax Saver Equity Fund (G) Rank 3
196.18 -1.6 5.4 25.3 50.7 25.5 23.7 14.2
Birla Sun Life Tax Plan (G) Rank 3
162.91 -0.1 5.4 28.1 48.4 25.7 21.6 13.3
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.36 0.3 5.3 23.6 38.6 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.34 0.2 5.3 23.4 38.2 23.3 18.8 10.2
UTI Equity Tax Saving - Direct (G) Not Ranked
6.10 -0.6 5.2 23.4 37.8 -- -- --
Principal Tax Savings - Direct Not Ranked
0.53 -0.3 5.1 28.6 53.5 -- -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
36.81 0.2 5.1 23.0 37.3 22.5 18.2 9.7
UTI Equity Tax Saving (G) Rank 4
499.12 -0.7 5.0 23.0 37.1 20.5 17.4 11.1
Principal Tax Savings Rank 2
250.70 -0.4 5.0 28.3 52.9 28.8 26.3 13.6
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.12 -0.2 4.9 23.2 40.8 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
7.19 -0.2 4.7 22.6 39.6 20.3 16.8 12.2
HDFC Tax Saver - Direct (G) Not Ranked
95.72 -0.3 4.7 29.3 58.5 -- -- --
UTI Master Equity Plan (US) Not Ranked
1,573.80 -1.0 4.6 21.2 36.4 20.6 17.5 11.8
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 -1.1 4.7 26.2 49.5 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
5.24 -2.5 4.7 25.3 42.3 -- -- --
HDFC Tax Saver (G) Rank 3
4,525.59 -0.3 4.6 29.0 57.6 26.7 21.3 15.4
SBI Magnum Tax Gain (G) Rank 3
4,777.58 -1.2 4.5 26.0 48.8 24.7 22.3 13.0
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
231.04 -2.6 4.3 24.6 40.9 25.7 21.2 14.6
Principal Personal Tax Saver Rank 4
369.00 -0.4 3.9 21.7 41.1 22.0 19.5 10.7
Union KBC Tax Saver - Direct (G) Not Ranked
0.97 1.1 3.8 22.5 38.7 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
76.45 1.1 3.8 22.3 38.5 23.7 -- --
UTI Long Term Advantage S2 (G) Not Ranked
135.11 -0.6 3.7 24.3 42.0 21.2 17.8 12.0
UTI Long Term Advantage (G) Not Ranked
221.68 -0.6 3.6 24.0 41.3 18.8 17.0 9.7
ING Tax Saving -Direct (G) Not Ranked
0.07 0.2 3.5 22.2 38.3 -- -- --
ING Tax Saving (G) Not Ranked
24.68 0.1 3.3 21.5 36.7 19.3 14.4 11.3
Taurus Tax Shield - Direct (G) Not Ranked
0.31 0.1 3.0 21.6 36.7 -- -- --
Taurus Tax Shield (G) Not Ranked
93.70 0.1 2.9 21.5 36.2 16.9 15.9 9.9
Sahara Taxgain - Direct (G) Not Ranked
0.60 -0.9 2.8 26.9 53.9 -- -- --
Sahara Taxgain (G) Not Ranked
11.82 -0.9 2.8 26.7 53.4 24.4 20.6 13.6
HDFC Long Term Advant. - Direct (G) Not Ranked
25.03 -2.0 2.7 22.7 47.6 -- -- --
HDFC Long Term Advantage (G) Rank 3
1,082.39 -2.1 2.6 22.4 46.9 25.9 21.5 15.4
IDFC Tax Saver Fund (G) Not Ranked
36.96 -1.9 2.6 16.8 28.1 21.1 17.9 12.0
Tata Infra Tax Saving Fund (G) Not Ranked
6.79 0.6 2.3 24.6 47.0 12.0 11.8 3.1
Religare Invesco AGILE Tax (G) Not Ranked
6.03 -1.6 -2.2 2.6 10.3 8.8 10.8 7.2
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 -0.1 6.0 26.7 45.3 13.2 10.6 6.5

Note : Returns have been calculated based on NAV's as on Oct 22, 2014 & Index values as on Oct 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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