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ELSS
Equity Taxing Saving Mutual Funds aimed at enabling investors to avail tax rebates under Section 80 C of the Income Tax Act.
ELSS - Returns (in %) - as on May 23, 2013
| Mutual Fund Scheme | Crisil Rank | AUM (Rs. cr.) Mar 13 |
1mth | 3mth | 6mth | 1yr | 2yr | 3yr | 5yr | |
|---|---|---|---|---|---|---|---|---|---|---|
| * Returns over 1 year are Annualised | ||||||||||
Religare Invesco AGILE Tax (G)  |
Not Ranked |
7.31 | 2.3 | 5.5 | 5.6 | 19.2 | 7.1 | 9.1 | -0.5 |  |
| Axis Long Term Equity Fund (G) | Rank 1 |
477.54 | 3.0 | 5.4 | 5.9 | 25.7 | 12.0 | 12.9 | -- | |
| JM Tax Gain Fund (G) | Not Ranked |
33.95 | 0.8 | 4.8 | 2.7 | 21.4 | 2.6 | -0.5 | -6.4 | |
| Edelweiss ELSS Fund (G) |
Not Ranked |
12.60 | 4.6 | 4.1 | 6.3 | 20.9 | 8.1 | 8.4 | -- | |
| DWS Tax Saving Fund (G) | Not Ranked |
51.08 | 1.4 | 4.1 | 7.0 | 24.1 | 4.0 | 2.5 | -0.1 | |
| HSBC Tax Saver Equity Fund (G) | Rank 3 |
196.21 | 2.8 | 3.2 | 4.2 | 26.9 | 9.2 | 7.7 | 8.4 | |
| Union KBC Tax Saver Scheme (G) | Not Ranked |
48.20 | 1.2 | 3.1 | 6.9 | 24.8 | -- | -- | -- | |
| IDFC Tax Saver Fund (G) |
Not Ranked |
36.25 | -- | 2.4 | 6.4 | 23.2 | 8.2 | 7.1 | 5.6 | |
| Reliance Tax Saver (ELSS) (G) |
Rank 3 |
2,036.92 | 1.9 | 1.9 | -0.2 | 14.4 | 6.9 | 7.9 | 9.5 | |
| BOI AXA Tax Advtg -Eco (G) | Not Ranked |
3.13 | 0.4 | 1.8 | 1.9 | 18.0 | 3.9 | 2.2 | -- | |
| BOI AXA Tax Advtg -RP (G) | Not Ranked |
33.86 | 0.4 | 1.7 | 1.7 | 17.4 | 3.5 | 1.9 | -- | |
| Birla SL Tax Relief 96 (G) |
Rank 5 |
703.13 | 1.1 | 1.5 | 3.8 | 21.5 | 4.1 | 2.7 | 3.0 | |
| SBI Magnum Tax Gain (G) |
Rank 3 |
4,578.79 | 1.2 | 1.4 | 2.8 | 18.1 | 7.0 | 5.9 | 5.0 | |
| L&T Tax Advantage (G) |
Rank 3 |
1,166.81 | 1.4 | 1.4 | -0.8 | 16.6 | 4.3 | 6.8 | 9.2 | |
| Birla Sun Life Tax Plan (G) |
Rank 3 |
46.70 | 1.1 | 1.4 | 3.6 | 21.0 | 5.8 | 7.2 | 3.9 | |
| UTI Master Equity Plan (US) |
Not Ranked |
1,261.75 | 1.1 | 1.3 | 4.5 | 20.7 | 5.8 | 7.1 | 5.9 | |
| UTI Equity Tax Saving (G) |
Rank 4 |
463.38 | 0.6 | 1.2 | 4.2 | 18.5 | 4.8 | 5.7 | 3.5 | |
| UTI Long Term Advantage (G) |
Not Ranked |
220.01 | 0.3 | 1.1 | 2.4 | 19.8 | 4.1 | 3.4 | 3.6 | |
| DSP-BRTax Saver Fund (G) |
Rank 3 |
747.09 | 1.4 | 1.1 | 2.7 | 21.8 | 6.3 | 6.0 | 6.5 | |
| HDFC Long Term Advantage (G) |
Rank 2 |
854.55 | 1.5 | 1.1 | 6.8 | 17.7 | 5.1 | 8.4 | 8.2 | |
| Religare Invesco Tax Plan (G) |
Rank 2 |
134.20 | 1.1 | 0.4 | 3.1 | 20.2 | 6.7 | 7.7 | 9.9 | |
| Tata Tax Advantage Fund-1(G) |
Not Ranked |
174.92 | 1.4 | 0.3 | 1.9 | 15.6 | 5.4 | 7.4 | 7.3 | |
| Can Robeco Eqty TaxSaver (G) | Rank 2 |
549.87 | 0.7 | 0.2 | 2.6 | 17.5 | 7.2 | 7.4 | 12.2 | |
| UTI Long Term Advantage S2 (G) |
Not Ranked |
140.48 | -- | 0.2 | 3.8 | 17.7 | 5.8 | 6.0 | 8.5 | |
| ICICI Pru RIGHT Fund (G) |
Not Ranked |
76.80 | 3.3 | 0.2 | 3.8 | 22.0 | 12.2 | 13.1 | -- | |
| Baroda Pioneer ELSS 96 | Not Ranked |
26.65 | 0.4 | 0.2 | -2.8 | 10.8 | -1.7 | -1.5 | -0.9 | |
| Tata Tax Saving Fund |
Rank 3 |
127.17 | 1.6 | 0.2 | 2.5 | 18.5 | 6.4 | 7.4 | 5.9 | |
| JPMorgan Tax Advantage (G) | Not Ranked |
4.53 | 0.7 | 0.1 | 1.5 | 15.0 | 3.4 | 6.1 | -- | |
| ING Tax Saving (G) | Not Ranked |
25.99 | -0.4 | -- | 2.0 | 14.4 | 2.3 | 4.9 | 2.7 | |
| LIC NOMURA Tax Plan (G) | Not Ranked |
31.86 | 0.2 | -0.1 | 3.2 | 16.1 | 2.4 | 4.2 | 1.4 | |
| Principal Tax Savings | Rank 3 |
217.33 | 0.3 | -0.3 | 0.5 | 21.4 | 7.2 | 4.8 | -0.8 | |
| L&T Tax Saver Fund (G) |
Not Ranked |
28.46 | 0.3 | -0.4 | -3.1 | 11.4 | -0.5 | 0.8 | 1.0 | |
| IDFC Tax Advantage (ELSS) (G) |
Rank 3 |
160.09 | -0.4 | -0.4 | 1.7 | 24.5 | 7.2 | 7.7 | -- | |
| Quantum Tax Saving Fund (G) |
Not Ranked |
10.30 | -0.1 | -0.5 | 4.7 | 21.7 | 8.2 | 9.4 | -- | |
| Sundaram Tax Saver (G) | Rank 4 |
1,380.96 | 0.2 | -0.6 | 1.3 | 19.1 | 6.0 | 5.5 | 6.0 | |
| SBI Tax Advantage Sr-2 (G) |
Not Ranked |
30.47 | -0.8 | -0.6 | -3.1 | 22.1 | -- | -- | -- | |
| Sahara Taxgain (G) | Not Ranked |
11.55 | 1.1 | -0.8 | -3.7 | 9.0 | 2.6 | 4.6 | 8.2 | |
| Franklin India Tax Shield (G) |
Rank 2 |
920.84 | 0.7 | -1.0 | 2.2 | 17.9 | 7.1 | 9.4 | 9.0 | |
| BNP Paribas Tax Advantage Plan (G) | Rank 1 |
118.64 | 0.7 | -1.1 | 1.0 | 19.3 | 9.3 | 9.4 | 3.6 | |
| Reliance ELSF - Series 1 (G) |
Not Ranked |
125.35 | 0.1 | -1.1 | -2.0 | 11.8 | 6.3 | 7.1 | 9.0 | |
| Tata Infra Tax Saving Fund (G) |
Not Ranked |
7.85 | -1.8 | -1.7 | -4.5 | 9.0 | -5.5 | -5.7 | -- | |
| Birla Sun Life Tax Plan (D) |
Not Ranked |
78.26 | 1.1 | -1.8 | 0.4 | 17.2 | 4.1 | 6.1 | 3.3 | |
| Principal Personal Tax Saver | Rank 5 |
400.08 | 0.3 | -2.0 | -- | 16.7 | 2.5 | 3.2 | 1.3 | |
| SBI Tax Advantage Sr-1 (G) |
Not Ranked |
386.10 | -0.8 | -2.0 | -2.9 | 13.7 | 2.7 | 2.0 | 3.1 | |
| HDFC Tax Saver (G) |
Rank 4 |
3,490.65 | -0.4 | -2.0 | 0.2 | 11.9 | 1.3 | 4.2 | 9.0 | |
| L&T Long Term Adv. Fund - I (G) |
Not Ranked |
1.95 | -0.6 | -2.0 | -2.7 | 13.8 | 1.9 | 1.7 | -- | |
| Taurus Tax Shield (G) | Not Ranked |
97.05 | -1.0 | -2.1 | -0.9 | 16.8 | 3.2 | 5.2 | 5.9 | |
| Birla SL Tax Relief 96 (D) |
Not Ranked |
776.80 | 1.2 | -2.4 | -0.2 | 16.9 | 2.0 | -0.3 | 1.2 | |
| Kotak Tax Saver (G) |
Rank 4 |
400.81 | -0.1 | -2.7 | -1.3 | 15.4 | 3.1 | 4.2 | 2.3 | |
| ICICI Pru Tax Plan (G) |
Rank 3 |
1,467.96 | -0.6 | -2.9 | -0.3 | 16.6 | 4.5 | 6.4 | 8.4 | |
| Escorts Tax Plan (G) | Not Ranked |
3.07 | -0.4 | -3.6 | -12.7 | -4.3 | -13.9 | -10.5 | -8.9 | |
| UTI RGESS (G) |
Not Ranked |
1.48 | 0.8 | -- | -- | -- | -- | -- | -- | |
| CATEGORY AVERAGE | 0.7 | 0.4 | 1.4 | 17.3 | 4.3 | 4.8 | 3.3 | |||
Note : Returns have been calculated based on NAV's as on May 23, 2013 & Index values as on May 23, 2013
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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