Election 2014
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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 Apr 20, 2014
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Mutual Fund Scheme Crisil Rank AUM
(Rs. cr.)
Dec 13
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
11.87 8.9 17.9 32.4 30.5 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 3
1,852.11 8.8 17.7 32.0 29.7 14.5 10.8 21.5
Tata Infra Tax Saving Fund (G) Not Ranked
5.80 5.8 15.6 17.2 8.2 2.6 -3.9 7.3
HDFC Tax Saver - Direct (G) Not Ranked
38.15 8.9 13.5 22.2 26.6 -- -- --
HDFC Tax Saver (G) Rank 4
3,386.28 8.9 13.4 21.8 25.8 13.4 6.9 20.9
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.37 5.2 12.8 19.4 24.5 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.04 4.7 12.7 18.2 20.9 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
29.73 5.2 12.7 30.0 28.6 20.2 -- --
HSBC Tax Saver Equity Fund (G) Rank 3
167.29 5.1 12.6 19.0 23.6 18.4 10.3 19.2
JM Tax Gain Fund (G) Not Ranked
29.20 4.6 12.3 17.5 19.8 12.6 4.6 11.3
Quantum Tax Saving Fund (G) Not Ranked
14.63 5.1 12.0 16.0 22.0 16.3 9.9 22.3
SBI Tax Advantage Sr-1 (G) Not Ranked
311.09 6.0 11.5 27.8 25.6 13.8 7.3 16.5
Axis Long Term Equity - Direct (G) Not Ranked
6.51 3.4 11.5 23.2 34.6 -- -- --
Axis Long Term Equity Fund (G) Rank 1
748.82 3.2 11.0 22.4 33.1 22.2 15.6 --
HDFC Long Term Advant. - Direct (G) Not Ranked
7.53 5.4 11.0 19.1 26.3 -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
13.47 6.6 10.9 20.9 31.0 -- -- --
HDFC Long Term Advantage (G) Rank 3
828.23 5.4 10.8 18.8 25.7 16.1 9.3 21.9
ICICI Pru Tax Plan (G) Rank 2
1,497.77 6.5 10.6 20.5 30.1 19.1 10.4 24.4
Escorts Tax Plan - Direct (G) Not Ranked
0.01 8.8 10.4 15.8 17.8 -- -- --
Escorts Tax Plan (G) Not Ranked
2.55 8.7 10.2 16.9 18.5 -1.0 -5.9 6.6
Principal Personal Tax Saver Rank 4
338.39 4.7 10.0 13.9 22.7 14.9 6.3 16.6
Principal Tax Savings - Direct Not Ranked
0.17 7.6 10.0 19.1 27.9 -- -- --
Principal Tax Savings Rank 2
198.51 7.5 9.9 18.9 27.3 18.6 10.3 17.1
Sahara Taxgain - Direct (G) Not Ranked
0.25 8.2 9.8 21.8 29.1 -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
12.03 3.9 9.8 15.3 22.8 -- -- --
Sahara Taxgain (G) Not Ranked
10.22 8.1 9.8 21.6 28.7 12.9 8.0 19.7
ICICI Pru RIGHT Fund (G) Not Ranked
59.91 3.9 9.7 18.7 32.8 20.3 16.2 --
Reliance ELSF - Series 1 (G) Not Ranked
102.78 6.2 9.7 20.6 17.8 11.1 8.1 18.9
Franklin India Tax Shield (G) Rank 3
954.92 3.8 9.6 14.9 22.0 14.3 9.5 20.5
UTI Long Term Advantage S2 (G) Not Ranked
117.68 4.8 9.3 13.6 16.8 12.9 6.8 16.2
UTI Long Term Advantage (G) Not Ranked
186.77 4.7 9.2 12.9 14.0 10.9 3.9 14.6
Religare Invesco Tax Plan - DP (G) Not Ranked
0.82 5.1 9.1 17.6 24.4 -- -- --
L&T Tax Saver Fund (G) Not Ranked
26.90 6.4 9.1 16.8 26.5 13.3 4.3 16.1
SBI Magnum Tax Gain - Direct (G) Not Ranked
23.36 4.4 8.9 16.1 23.5 -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.59 6.0 8.8 17.4 25.6 13.6 6.6 18.0
Religare Invesco Tax Plan (G) Rank 2
137.69 5.1 8.7 17.0 23.4 16.2 9.9 21.4
SBI Magnum Tax Gain (G) Rank 3
4,051.57 4.4 8.7 15.9 22.9 15.5 9.3 17.6
DWS Tax Saving Fund (G) Not Ranked
44.54 4.0 8.7 9.7 19.1 15.1 5.6 13.7
DWS Tax Saving Fund -Direct (G) Not Ranked
0.07 4.0 8.7 9.5 19.5 -- -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 5.3 8.6 11.7 16.3 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
7.37 4.5 8.6 11.9 21.0 -- -- --
Tata Tax Saving Fund - Direct Not Ranked
0.74 4.4 8.5 7.8 18.6 -- -- --
UTI Master Equity Plan (US) Not Ranked
1,254.19 5.1 8.4 11.2 18.3 13.0 6.8 15.6
L&T Tax Advantage (G) Rank 4
1,105.37 4.5 8.4 11.6 20.3 12.7 6.3 19.8
Tata Tax Saving Fund Rank 3
125.20 4.3 8.4 7.3 16.0 11.7 7.0 17.9
ING Tax Saving (G) Not Ranked
22.20 5.2 8.3 11.0 14.8 10.2 3.9 18.3
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.30 4.6 8.3 10.7 22.7 -- -- --
BNP Paribas Tax Advantage Plan (G) Rank 1
144.47 4.5 8.2 10.6 22.3 15.6 12.0 19.1
Sundaram Tax Saver -Direct (G) Not Ranked
3.94 5.2 8.1 12.4 14.6 -- -- --
Sundaram Tax Saver (G) Rank 5
1,162.76 5.2 8.0 12.2 14.2 11.3 6.3 15.3
Union KBC Tax Saver - Direct (G) Not Ranked
0.34 4.0 8.0 12.7 17.8 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
53.87 4.0 7.9 12.6 17.6 15.9 -- --
Tata Tax Advantage Fund-1(G) Not Ranked
80.19 4.3 8.0 11.3 20.6 12.3 8.0 18.8
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.02 4.1 7.9 12.1 19.2 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
2.63 5.2 7.9 14.2 22.5 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
8.91 5.3 7.9 11.9 18.7 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
722.92 5.2 7.9 13.9 21.8 16.2 8.4 19.7
IDBI Equity Advantage -Direct (G) Not Ranked
0.31 4.7 7.8 17.0 -- -- -- --
JPMorgan Tax Advantage (G) Not Ranked
5.08 4.0 7.8 11.7 18.2 11.9 5.7 16.8
Can Robeco Eqty TaxSaver (G) Rank 3
597.49 5.3 7.8 11.7 18.1 13.1 8.7 21.7
IDBI Equity Advantage - Reg (G) Not Ranked
18.74 4.7 7.8 16.7 -- -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.16 3.7 7.7 12.0 13.9 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
0.57 3.9 7.6 11.0 10.0 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
6.72 4.0 7.6 16.2 24.7 -- -- --
Taurus Tax Shield (G) Not Ranked
87.10 3.7 7.5 11.7 13.5 10.4 4.3 16.6
Kotak Tax Saver (G) Rank 5
334.45 3.9 7.5 10.8 9.5 7.8 3.0 14.8
Birla SL Tax Relief 96 (G) Rank 3
1,394.59 3.9 7.4 16.0 23.7 16.2 7.0 18.0
Birla Sun Life Tax Plan-Direct (G) Not Ranked
0.84 4.0 7.4 15.8 23.9 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
115.40 3.9 7.2 15.5 22.9 15.7 8.1 16.8
UTI Equity Tax Saving - Direct (G) Not Ranked
1.96 4.7 7.1 10.8 17.6 -- -- --
UTI Equity Tax Saving (G) Rank 4
425.54 4.7 7.0 10.6 17.1 12.7 6.0 15.7
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.14 3.4 6.9 10.6 23.3 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.53 3.4 6.8 10.5 23.0 14.5 7.3 18.0
BOI AXA Tax Advtg -RP (G) Not Ranked
27.01 3.3 6.6 10.2 22.3 14.0 6.8 17.6
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.11 3.8 6.3 11.5 19.6 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
28.49 3.7 6.0 11.0 18.5 12.2 4.6 12.8
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.07 3.8 5.8 10.9 22.5 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
22.09 3.8 5.7 10.6 22.1 13.6 9.3 16.3
IDFC Tax Saver Fund (G) Not Ranked
34.04 4.0 5.2 8.6 20.5 16.4 9.0 18.4
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
1.62 3.8 5.1 14.0 24.3 -- -- --
IDFC Tax Advantage (ELSS) (G) Rank 2
160.23 3.7 4.9 13.6 23.6 17.5 9.3 18.7
Religare Invesco AGILE Tax (G) Not Ranked
6.56 3.4 1.3 5.3 13.0 9.7 6.3 10.7
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.03 4.8 0.2 3.7 11.5 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
26.65 4.7 -- 3.1 10.6 5.3 -0.6 10.6
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 4.9 8.6 14.7 20.4 7.8 3.9 9.0

Note : Returns have been calculated based on NAV's as on Apr 20, 2014 & Index values as on Apr 21, 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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