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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 30, 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
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
37.93 4.9 16.9 52.0 94.4 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 4.8 16.6 51.4 93.1 37.8 30.6 23.2
IDBI Equity Advantage -Direct (G) Not Ranked
1.19 1.1 16.5 43.2 64.2 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
112.18 1.1 16.2 42.7 63.2 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.40 4.7 13.9 36.3 48.2 -- -- --
Kotak Tax Saver (G) Rank 5
412.11 4.6 13.8 36.0 47.4 20.7 16.9 13.6
ICICI Pru RIGHT Fund (G) Not Ranked
66.71 4.5 13.4 38.3 61.9 39.1 30.2 22.5
SBI Tax Advantage Sr-2 (G) Not Ranked
47.21 2.8 13.1 42.9 84.2 36.3 -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.50 3.2 13.0 45.7 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
28.06 3.2 12.9 45.6 -- -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
31.48 3.4 12.5 34.6 51.6 -- -- --
Franklin India Tax Shield (G) Rank 3
1,303.34 3.3 12.3 34.2 50.6 28.7 21.2 19.0
Axis Long Term Equity - Direct (G) Not Ranked
34.87 3.3 12.1 39.2 67.7 -- -- --
Axis Long Term Equity Fund (G) Rank 1
2,020.07 3.1 11.6 38.2 65.3 37.6 28.4 --
SBI Tax Advantage Sr-1 (G) Not Ranked
394.83 2.1 11.5 43.4 79.8 34.7 25.4 15.1
JM Tax Gain Fund -Direct (G) Not Ranked
0.07 3.6 11.3 36.2 56.0 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
122.31 3.9 11.2 33.6 56.2 22.8 21.8 17.2
JM Tax Gain Fund (G) Not Ranked
33.36 3.5 11.1 35.7 54.5 27.0 20.0 11.6
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.10 3.1 11.0 31.8 33.3 -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.02 1.2 10.9 32.4 49.5 -- -- --
Escorts Tax Plan (G) Not Ranked
3.02 1.2 10.8 32.0 50.4 17.0 7.5 4.6
Baroda Pioneer ELSS 96 Not Ranked
33.59 3.0 10.8 31.4 32.3 17.0 12.0 7.4
Sundaram Tax Saver -Direct (G) Not Ranked
8.26 2.7 10.4 30.7 41.9 -- -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.30 2.1 10.3 37.0 48.5 -- -- --
Sundaram Tax Saver (G) Rank 5
1,190.75 2.6 10.3 30.4 41.4 21.6 18.1 12.2
BNP Paribas Long Term Equity (G) Rank 2
249.55 2.1 10.3 36.9 48.2 30.2 23.5 18.4
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.89 2.9 10.0 31.7 52.8 -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
44.58 2.4 10.0 34.0 58.3 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
2.06 0.4 9.9 35.9 53.9 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
196.18 2.9 9.9 31.2 51.8 27.0 23.4 16.5
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.46 2.0 9.8 32.1 43.1 -- -- --
ICICI Pru Tax Plan (G) Rank 2
2,123.44 2.3 9.7 33.4 57.1 31.3 23.9 19.8
L&T Tax Saver Fund (G) Not Ranked
30.21 2.8 9.7 26.9 43.3 24.5 17.3 12.3
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.36 4.1 9.7 28.9 39.4 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
16.39 1.9 9.7 33.6 49.6 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.34 4.1 9.6 28.8 39.1 25.5 18.4 12.9
Religare Invesco Tax Plan (G) Rank 2
183.93 0.3 9.6 35.1 52.2 29.5 22.0 18.7
LIC NOMURA Tax Plan (G) Not Ranked
34.88 1.9 9.5 31.4 41.7 24.9 17.6 12.9
HDFC Tax Saver - Direct (G) Not Ranked
95.72 3.7 9.5 34.9 57.7 -- -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.13 1.9 9.5 33.0 48.4 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
6.96 2.4 9.5 34.9 50.6 -- -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
36.81 4.0 9.5 28.4 38.2 24.7 17.8 12.5
Birla SL Tax Relief 96 (G) Rank 3
1,672.91 1.9 9.4 33.0 48.7 28.1 21.5 14.0
HDFC Tax Saver (G) Rank 4
4,525.59 3.7 9.4 34.6 56.8 29.5 21.0 17.0
DWS Tax Saving Fund (G) Not Ranked
44.93 2.9 9.4 28.6 38.7 25.9 18.0 12.1
DWS Tax Saving Fund -Direct (G) Not Ranked
0.19 2.9 9.4 28.8 38.6 -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.75 2.1 9.3 24.7 41.2 23.9 18.0 14.2
DSP-BRTax Saver Fund (G) Rank 3
927.87 2.3 9.3 34.6 49.8 29.4 23.7 17.1
Birla Sun Life Tax Plan (G) Rank 3
162.91 1.7 9.2 32.5 47.3 27.3 21.1 15.8
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.12 2.8 8.9 29.4 41.4 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
18.13 2.9 8.8 28.7 41.4 -- -- --
Quantum Tax Saving Fund (G) Not Ranked
24.19 3.1 8.8 27.9 42.5 25.8 21.3 17.8
L&T Tax Advantage (G) Rank 4
1,410.66 2.9 8.7 28.3 40.5 24.1 17.5 16.4
JPMorgan Tax Advantage (G) Not Ranked
7.19 2.7 8.6 28.8 40.2 22.5 16.4 14.9
Principal Tax Savings - Direct Not Ranked
0.53 3.2 8.6 32.0 53.5 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
18.68 2.6 8.6 31.1 41.8 -- -- --
Principal Tax Savings Rank 2
250.70 3.1 8.5 31.7 52.9 31.2 25.8 15.5
Can Robeco Eqty TaxSaver (G) Rank 4
787.13 2.5 8.5 30.8 41.2 24.1 19.7 17.4
UTI Equity Tax Saving - Direct (G) Not Ranked
6.10 1.7 8.4 28.5 39.2 -- -- --
UTI Equity Tax Saving (G) Rank 3
499.12 1.6 8.2 28.0 38.4 22.7 17.1 13.4
Tata Tax Saving Fund - Direct Not Ranked
2.04 1.0 8.2 30.8 37.7 -- -- --
Tata Tax Saving Fund Rank 3
164.23 0.9 8.0 30.2 36.6 22.7 17.4 14.7
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.31 1.7 7.9 25.3 36.7 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
91.99 0.7 7.9 27.9 39.6 23.4 17.3 15.7
Edelweiss ELSS Fund (G) Not Ranked
40.74 1.6 7.8 25.0 36.3 24.5 19.3 15.2
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 1.1 7.7 30.5 49.3 -- -- --
Principal Personal Tax Saver Rank 4
369.00 3.4 7.7 27.0 41.5 24.0 18.8 12.8
SBI Magnum Tax Gain (G) Rank 3
4,777.58 1.1 7.6 30.2 48.6 27.1 21.9 15.3
UTI Master Equity Plan (US) Not Ranked
1,573.80 1.8 7.5 26.0 35.7 22.5 16.7 13.8
Union KBC Tax Saver - Direct (G) Not Ranked
0.97 3.2 7.2 27.4 38.3 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
76.45 3.2 7.2 27.3 38.0 25.1 -- --
Sahara Taxgain - Direct (G) Not Ranked
0.60 2.3 7.0 30.8 53.0 -- -- --
Sahara Taxgain (G) Not Ranked
11.82 2.3 6.9 30.6 52.6 26.7 20.0 16.3
HDFC Long Term Advant. - Direct (G) Not Ranked
25.03 1.7 6.7 27.6 47.2 -- -- --
HDFC Long Term Advantage (G) Rank 3
1,082.39 1.6 6.6 27.3 46.4 28.7 21.1 17.5
UTI Long Term Advantage S2 (G) Not Ranked
135.11 2.1 6.4 28.6 42.2 23.3 17.3 14.2
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
5.24 -1.4 6.4 27.6 41.5 -- -- --
UTI Long Term Advantage (G) Not Ranked
221.68 2.1 6.4 28.2 41.1 20.5 16.7 11.8
Taurus Tax Shield - Direct (G) Not Ranked
0.31 2.4 6.3 25.1 35.9 -- -- --
Taurus Tax Shield (G) Not Ranked
93.70 2.4 6.3 25.0 35.3 18.6 14.9 13.0
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 2.7 6.0 25.5 38.1 -- -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
231.04 -1.6 6.0 26.8 40.1 27.1 20.4 17.4
Birla SL Tax Savings (G) Not Ranked
24.68 2.7 5.8 24.9 36.5 20.8 14.1 13.8
Tata Infra Tax Saving Fund (G) Not Ranked
6.79 4.9 5.6 30.3 46.4 14.2 11.2 5.2
IDFC Tax Saver Fund (G) Not Ranked
36.96 0.2 4.7 19.8 28.6 22.8 17.4 14.7
Religare Invesco AGILE Tax (G) Not Ranked
6.03 4.8 0.7 6.3 12.0 10.5 9.9 8.8
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 2.4 9.2 31.1 45.3 14.3 10.4 7.7

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