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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 18, 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 10.4 20.7 45.3 67.9 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 10.3 20.5 44.8 66.8 -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 10.8 19.7 -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 10.8 19.7 -- -- -- -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 11.0 19.3 53.6 93.9 37.3 25.7 14.1
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 10.4 18.3 49.6 92.9 39.8 -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.01 5.4 17.8 41.6 55.6 -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 5.3 17.6 41.2 56.5 18.3 8.3 3.7
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 9.6 17.4 60.7 101.7 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 9.5 17.2 60.1 100.4 38.8 29.6 21.2
Axis Long Term Equity - Direct (G) Not Ranked
23.80 6.8 17.1 41.9 73.7 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 6.7 16.6 40.8 71.4 38.1 28.8 --
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 6.0 15.5 40.9 64.4 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 6.0 15.4 35.1 49.7 -- -- --
Religare Invesco Tax Plan (G) Rank 2
159.04 5.9 15.2 40.1 62.8 31.3 22.4 17.8
LIC NOMURA Tax Plan (G) Not Ranked
30.84 5.9 15.1 34.4 48.2 25.6 19.3 10.0
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 6.2 15.1 36.7 54.1 -- -- --
Franklin India Tax Shield (G) Rank 3
1,133.25 6.2 14.9 36.3 53.1 29.0 22.1 17.7
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 8.4 14.6 41.7 69.2 38.7 29.2 21.3
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 6.2 13.9 36.6 57.6 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 6.1 13.7 36.1 56.6 30.1 21.8 12.3
Kotak Tax Saver - Direct (G) Not Ranked
1.12 6.2 13.7 37.1 51.8 -- -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 6.1 13.6 36.0 56.3 -- -- --
Kotak Tax Saver (G) Rank 5
369.34 6.2 13.5 36.7 51.1 20.0 17.3 11.0
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 7.1 13.5 36.3 58.2 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
135.05 6.0 13.5 35.4 55.2 29.3 21.4 14.0
Tata Tax Saving Fund - Direct Not Ranked
1.47 6.5 13.3 35.9 42.6 -- -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 7.0 13.2 35.6 56.8 31.0 23.3 16.5
Tata Tax Saving Fund Rank 3
144.15 6.4 13.1 35.4 41.4 24.4 19.0 14.0
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 5.9 13.0 42.0 58.9 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
808.27 5.8 12.9 41.6 58.0 31.6 24.6 16.2
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 6.7 12.8 36.7 62.3 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 6.6 12.7 36.2 61.2 30.1 24.7 15.2
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 6.0 12.6 32.7 44.0 24.8 18.9 14.9
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 4.8 12.5 39.8 53.3 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 5.6 12.5 37.3 58.4 -- -- --
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 4.7 12.5 39.7 53.0 30.4 23.9 16.3
SBI Magnum Tax Gain (G) Rank 3
4,327.68 5.5 12.3 36.9 57.6 28.9 23.3 14.0
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 5.1 12.2 39.2 60.4 -- -- --
JM Tax Gain Fund (G) Not Ranked
31.40 5.1 12.0 38.6 58.8 28.8 21.2 10.2
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 6.0 11.9 34.8 46.6 -- -- --
Sundaram Tax Saver (G) Rank 5
1,139.83 6.0 11.8 34.5 46.1 23.0 19.1 10.2
Reliance ELSF - Series 1 (G) Not Ranked
113.38 7.6 11.6 37.8 58.3 23.5 22.5 16.1
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 5.4 11.6 35.9 48.8 -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 5.9 11.5 42.7 67.0 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 5.9 11.5 30.4 42.6 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 5.3 11.4 35.6 48.2 25.6 20.3 16.4
Edelweiss ELSS Fund (G) Not Ranked
32.96 5.9 11.3 30.1 42.0 26.0 19.4 12.9
ICICI Pru Tax Plan (G) Rank 2
1,840.90 5.8 11.3 42.1 65.7 32.8 25.5 19.3
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 4.6 11.1 36.4 58.8 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 5.3 11.0 31.5 45.5 -- -- --
HDFC Long Term Advantage (G) Rank 3
967.64 4.6 11.0 36.0 58.0 30.2 22.6 17.0
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 5.3 11.0 31.3 45.1 26.5 19.9 11.5
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 5.7 10.9 35.0 34.9 -- -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 5.3 10.8 30.9 44.2 25.8 19.3 11.1
Baroda Pioneer ELSS 96 Not Ranked
29.52 5.6 10.7 34.5 33.7 16.4 13.4 5.5
L&T Tax Advantage -Direct (G) Not Ranked
14.49 6.0 10.7 33.5 47.1 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 4.9 10.6 31.8 42.5 -- -- --
Principal Tax Savings - Direct Not Ranked
0.40 5.0 10.6 41.5 63.5 -- -- --
L&T Tax Advantage (G) Rank 4
1,262.67 5.9 10.5 33.0 46.2 24.9 18.7 15.5
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 6.5 10.5 30.2 50.1 25.3 18.0 13.3
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 5.6 10.5 32.0 44.0 -- -- --
Principal Tax Savings Rank 2
227.71 5.0 10.5 41.3 62.9 33.2 26.7 14.4
DWS Tax Saving Fund (G) Not Ranked
42.77 4.9 10.5 31.4 42.0 26.5 18.4 10.2
HDFC Tax Saver - Direct (G) Not Ranked
74.77 5.5 10.4 46.5 68.2 -- -- --
UTI Equity Tax Saving (G) Rank 4
453.64 5.5 10.3 31.5 43.3 23.7 18.0 11.8
HDFC Tax Saver (G) Rank 3
4,036.36 5.4 10.3 46.1 67.2 31.3 22.0 16.7
Principal Personal Tax Saver Rank 4
353.73 4.8 9.9 31.8 47.9 25.0 20.0 11.5
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 4.5 9.8 31.9 46.6 -- -- --
L&T Tax Saver Fund (G) Not Ranked
28.82 6.6 9.7 32.2 49.9 24.9 17.6 10.0
UTI Long Term Advantage S2 (G) Not Ranked
125.42 4.8 9.6 33.7 48.3 24.5 18.7 13.0
JPMorgan Tax Advantage (G) Not Ranked
5.99 4.5 9.5 31.3 45.4 23.2 17.5 13.1
UTI Long Term Advantage (G) Not Ranked
204.16 4.7 9.5 33.3 46.7 23.2 17.8 10.5
Quantum Tax Saving Fund (G) Not Ranked
20.43 4.6 9.4 30.7 47.7 26.1 22.4 17.1
IDFC Tax Saver Fund (G) Not Ranked
34.86 4.0 9.2 26.3 37.6 24.7 19.2 13.8
UTI Master Equity Plan (US) Not Ranked
1,428.55 4.5 9.1 31.5 41.2 24.2 18.7 12.6
Sahara Taxgain - Direct (G) Not Ranked
0.49 7.2 8.8 41.3 63.9 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 7.2 8.8 41.1 63.4 27.9 20.9 14.7
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 4.0 8.6 29.3 42.8 26.3 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 4.0 8.5 29.4 43.1 -- -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 3.1 8.4 31.0 43.8 -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.26 3.7 8.4 29.4 42.3 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 3.7 8.3 29.3 41.8 20.2 15.9 10.8
ING Tax Saving (G) Not Ranked
23.44 3.0 8.1 30.1 41.9 21.8 14.8 11.8
Religare Invesco AGILE Tax (G) Not Ranked
6.19 1.0 6.9 12.3 19.1 13.4 12.8 8.1
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 3.3 5.4 35.1 51.6 15.0 10.7 4.1
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 5.8 12.1 35.0 51.9 15.0 10.9 7.0

Note : Returns have been calculated based on NAV's as on Sep 18, 2014 & Index values as on Sep 18, 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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