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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 Nov 26, 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 7.5 17.7 40.8 72.2 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
112.18 7.4 17.5 40.3 71.1 -- -- --
ICICI Pru RIGHT Fund (G) Not Ranked
66.71 7.2 15.4 32.9 67.1 38.8 34.4 23.1
Reliance ELSF - Series 1 (G) Not Ranked
122.31 9.1 15.3 27.3 67.6 27.0 28.9 17.0
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
37.93 5.2 15.1 33.3 100.0 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 5.2 14.9 32.8 98.6 39.2 36.0 22.1
Kotak Tax Saver - Direct (G) Not Ranked
1.40 9.1 14.4 30.1 63.1 -- -- --
Kotak Tax Saver (G) Rank 5
412.11 9.0 14.2 29.7 62.3 22.7 22.6 13.0
Franklin (I) Tax Shield -Direct (G) Not Ranked
31.48 6.8 13.4 30.4 63.1 -- -- --
Franklin India Tax Shield (G) Rank 3
1,303.34 6.8 13.2 29.9 62.0 30.4 26.2 18.5
JM Tax Gain Fund -Direct (G) Not Ranked
0.07 7.2 12.7 24.7 64.7 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
16.39 8.6 12.6 29.8 60.8 -- -- --
JM Tax Gain Fund (G) Not Ranked
33.36 7.2 12.5 24.3 63.1 28.7 25.7 10.5
Birla SL Tax Relief 96 (G) Rank 3
1,672.91 8.5 12.4 29.3 59.7 31.3 27.5 13.5
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.13 8.5 12.4 29.2 59.4 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
162.91 8.4 12.1 28.6 58.1 30.4 27.1 15.5
Axis Long Term Equity - Direct (G) Not Ranked
34.87 7.1 12.0 33.1 72.0 -- -- --
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.10 7.0 11.8 22.7 43.9 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
33.59 6.9 11.7 22.3 42.8 19.0 17.4 6.9
Axis Long Term Equity Fund (G) Rank 1
2,020.07 7.0 11.5 32.1 69.4 39.3 34.1 --
Religare Invesco Tax Plan - DP (G) Not Ranked
2.06 7.2 11.1 29.9 65.3 -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.50 5.3 11.1 31.7 -- -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.31 7.5 11.1 22.4 48.8 -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
28.06 5.3 11.1 31.6 -- -- -- --
Edelweiss ELSS Fund (G) Not Ranked
40.74 7.5 11.0 22.2 48.2 26.1 24.1 14.8
Religare Invesco Tax Plan (G) Rank 2
183.93 7.0 10.7 29.1 63.4 31.8 27.4 18.3
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.12 7.9 10.7 21.6 53.4 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
47.21 4.9 10.6 29.4 83.4 33.6 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.97 6.9 10.6 20.9 49.7 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
8.26 7.5 10.5 22.7 53.0 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
76.45 6.9 10.5 20.7 49.4 26.5 -- --
JPMorgan Tax Advantage (G) Not Ranked
7.19 7.8 10.5 21.0 52.1 24.7 21.8 14.3
DWS Tax Saving Fund (G) Not Ranked
44.93 6.8 10.4 21.4 50.6 27.7 23.2 11.5
Sundaram Tax Saver (G) Rank 5
1,190.75 7.4 10.4 22.5 52.4 23.3 22.2 11.8
DWS Tax Saving Fund -Direct (G) Not Ranked
0.19 6.9 10.4 21.6 50.5 -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.75 6.9 10.3 20.5 51.3 25.8 22.9 13.2
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.46 7.9 10.1 28.2 54.1 -- -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 8.4 10.1 19.9 52.5 -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.02 6.8 10.0 28.5 59.0 -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.79 7.4 10.0 16.0 59.1 17.4 16.7 4.8
Escorts Tax Plan (G) Not Ranked
3.02 6.8 9.9 28.1 60.0 18.4 14.3 4.1
L&T Tax Saver Fund (G) Not Ranked
30.21 6.1 9.9 19.2 52.4 25.6 22.0 11.0
Birla SL Tax Savings (G) Not Ranked
24.68 8.3 9.9 19.3 50.8 23.2 19.2 13.4
LIC NOMURA Tax Plan (G) Not Ranked
34.88 7.8 9.8 27.6 52.6 27.1 23.5 12.4
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.36 6.5 9.8 21.1 49.4 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.34 6.5 9.7 20.9 49.0 27.0 23.7 11.5
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
18.68 6.9 9.6 23.2 53.9 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
787.13 6.9 9.5 23.0 53.2 25.6 24.1 17.1
BOI AXA Tax Advtg -RP (G) Not Ranked
36.81 6.4 9.5 20.5 48.1 26.3 23.1 11.0
UTI Equity Tax Saving - Direct (G) Not Ranked
6.10 6.7 9.4 21.8 50.6 -- -- --
UTI Equity Tax Saving (G) Rank 3
499.12 6.7 9.2 21.3 49.7 24.8 21.8 12.7
DSP-BRTax Saver Fund -Direct (G) Not Ranked
6.96 6.7 9.1 23.7 60.2 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
5.24 7.2 9.0 25.7 50.7 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
927.87 6.6 9.0 23.3 59.4 29.5 28.9 16.3
ICICI Pru Tax Plan- Direct (G) Not Ranked
44.58 5.7 8.9 22.3 62.8 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
18.13 5.6 8.8 21.3 50.6 -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
95.72 6.9 8.8 20.8 65.8 -- -- --
Tata Tax Saving Fund - Direct (D) Not Ranked
2.04 5.7 8.7 23.0 47.9 -- -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.30 4.4 8.7 25.3 57.1 -- -- --
Principal Tax Savings - Direct Not Ranked
0.53 5.7 8.7 19.1 60.6 -- -- --
ICICI Pru Tax Plan (G) Rank 2
2,123.44 5.6 8.7 21.8 61.5 32.4 29.1 18.9
BNP Paribas Long Term Equity (G) Rank 2
249.55 4.4 8.6 25.1 56.8 29.2 27.4 17.4
HDFC Tax Saver (G) Rank 4
4,525.59 6.9 8.7 20.5 64.9 31.5 25.4 16.4
L&T Tax Advantage (G) Rank 4
1,410.66 5.6 8.6 20.9 49.6 24.1 22.5 15.5
Principal Tax Savings Rank 2
250.70 5.7 8.6 18.9 59.9 30.0 29.9 14.8
Principal Personal Tax Saver Rank 4
369.00 6.6 8.5 17.9 51.7 24.7 23.8 12.0
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
231.04 7.0 8.5 24.8 49.0 28.3 26.9 16.8
Tata Tax Saving Fund - Plan A (D) Rank 3
164.23 5.6 8.5 22.5 46.6 23.2 21.6 13.8
UTI Long Term Advantage S2 (G) Not Ranked
135.11 6.7 8.4 20.3 53.2 25.4 22.3 13.7
UTI Long Term Advantage (G) Not Ranked
221.68 6.7 8.4 20.1 52.7 22.5 21.2 11.1
SBI Tax Advantage Sr-1 (G) Not Ranked
394.83 3.1 8.4 27.9 76.9 31.8 28.9 13.4
Tata Tax Advantage Fund-1(G) Not Ranked
91.99 5.6 8.3 21.9 49.8 24.5 21.7 15.0
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.89 4.8 8.2 20.6 58.6 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 6.9 8.1 23.9 59.6 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,777.58 6.8 8.0 23.6 58.9 28.8 26.7 14.5
HSBC Tax Saver Equity Fund (G) Rank 3
196.18 4.8 8.0 20.2 57.5 26.8 27.2 15.0
UTI Master Equity Plan (US) Not Ranked
1,573.80 6.6 7.9 19.0 45.4 24.4 21.6 13.3
Quantum Tax Saving Fund (G) Not Ranked
24.19 4.1 7.4 20.3 48.2 26.8 25.1 16.9
HDFC Long Term Advant. - Direct (G) Not Ranked
25.03 6.5 6.8 20.6 55.8 -- -- --
HDFC Long Term Advantage (G) Rank 3
1,082.39 6.5 6.7 20.3 55.0 31.0 25.9 16.9
Taurus Tax Shield - Direct (G) Not Ranked
0.31 4.4 6.2 15.3 43.1 -- -- --
Taurus Tax Shield (G) Not Ranked
93.70 4.4 6.1 15.2 42.6 19.0 19.1 11.7
IDFC Tax Saver Fund (G) Not Ranked
36.96 6.3 5.3 17.7 39.0 24.5 22.7 14.0
Sahara Taxgain - Direct (G) Not Ranked
0.60 0.7 5.0 12.5 53.1 -- -- --
Sahara Taxgain (G) Not Ranked
11.82 0.7 4.9 12.3 52.7 25.0 23.0 14.4
Religare Invesco AGILE Tax (G) Not Ranked
6.03 5.9 3.2 12.5 21.0 11.8 13.3 7.8
Tata Tax Saving Fund - Direct (G) Not Ranked
0.00 5.6 -- -- -- -- -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.00 5.8 -- -- -- -- -- --
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 6.3 9.6 22.8 52.9 14.6 12.7 7.1

Note : Returns have been calculated based on NAV's as on Nov 26, 2014 & Index values as on Nov 26, 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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