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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 Jan 29, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
IDBI Equity Advantage -Direct (G) Not Ranked
1.79 8.1 22.2 42.0 94.8 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
172.69 8.0 22.1 41.6 93.6 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
20.10 9.9 20.8 31.7 79.4 37.1 -- --
Birla SL Tax Relief 96 (G) Rank 2
1,788.89 9.8 20.5 31.1 78.0 35.9 32.2 16.2
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.64 9.9 20.4 31.1 77.8 36.1 -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 9.8 20.2 26.6 70.6 28.7 -- --
Birla Sun Life Tax Plan (G) Rank 3
188.94 9.7 20.1 30.4 76.0 34.9 31.4 17.7
Birla SL Tax Savings (G) Not Ranked
25.28 9.7 20.0 26.2 68.8 27.4 23.9 14.8
Escorts Tax Plan - Direct (G) Not Ranked
0.02 9.3 19.9 31.6 82.3 28.2 -- --
Escorts Tax Plan (G) Not Ranked
3.18 8.7 19.2 30.6 80.5 27.8 17.7 5.9
Kotak Tax Saver - Direct (G) Not Ranked
1.76 10.0 18.9 34.8 81.2 26.8 -- --
Kotak Tax Saver (G) Rank 3
458.12 10.0 18.7 34.4 80.2 26.3 25.8 15.2
Tata Infra Tax Saving Fund (G) Not Ranked
6.88 9.2 18.3 24.6 82.1 23.7 19.1 6.4
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
6.22 8.8 17.8 24.5 66.7 32.6 -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
262.05 8.6 17.2 23.4 64.5 31.6 30.1 18.3
Tata Tax Saving Fund - Direct (G) Not Ranked
2.73 9.9 17.1 -- -- -- -- --
Tata Tax Saving Fund - Direct (D) Not Ranked
2.57 9.5 16.2 25.3 68.1 29.9 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.16 9.9 16.0 25.4 67.6 29.3 -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.68 7.9 16.0 26.7 67.4 30.9 -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.82 8.0 16.0 26.2 63.0 29.1 25.9 14.5
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.30 9.4 15.8 -- -- -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
37.85 7.8 15.8 26.1 65.8 29.6 25.7 14.2
IDFC Tax Saver Fund (G) Not Ranked
37.05 10.5 15.7 20.3 52.8 27.1 25.3 15.6
Franklin (I) Tax Shield -Direct (G) Not Ranked
40.19 8.3 15.7 29.7 76.1 33.6 -- --
Axis Long Term Equity - Direct (G) Not Ranked
49.22 8.1 15.7 28.9 87.6 46.2 -- --
JPMorgan Tax Advantage (G) Not Ranked
8.29 9.6 15.6 24.6 65.9 28.1 24.5 16.1
Franklin India Tax Shield (G) Rank 2
1,459.91 8.2 15.5 29.2 74.8 32.6 29.5 19.9
Tata Tax Advantage Fund-1(G) Not Ranked
95.94 9.1 15.3 23.8 62.6 29.0 25.4 16.7
Axis Long Term Equity Fund (G) Rank 1
2,933.79 8.0 15.2 27.8 84.6 44.4 37.4 25.2
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.58 10.3 15.0 26.3 75.5 33.7 -- --
BNP Paribas Long Term Equity (G) Rank 2
290.50 10.2 14.9 26.1 75.1 33.3 31.2 19.8
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.36 8.4 14.7 23.5 59.6 29.6 -- --
Edelweiss ELSS Fund (G) Not Ranked
31.00 8.4 14.5 23.2 59.0 29.1 26.3 16.9
Reliance ELSF - Series 1 (G) Not Ranked
130.64 5.1 14.5 26.4 70.6 29.6 29.0 17.8
JM Tax Gain Fund -Direct (G) Not Ranked
0.08 9.0 14.3 26.8 82.6 34.4 -- --
JM Tax Gain Fund (G) Not Ranked
33.91 8.9 14.1 26.4 80.8 33.4 27.3 12.2
L&T Tax Saver Fund (G) Not Ranked
31.41 7.5 14.0 24.4 64.7 30.0 24.5 12.7
Union KBC Tax Saver - Direct (G) Not Ranked
1.17 7.5 13.9 21.1 59.9 27.9 -- --
Union KBC Tax Saver Scheme (G) Not Ranked
85.04 7.5 13.8 21.0 59.5 27.6 27.4 --
Religare Invesco Tax Plan - DP (G) Not Ranked
2.57 7.0 13.8 24.7 73.9 34.4 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
58.71 7.1 13.6 32.7 113.4 44.6 -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
66.47 9.0 13.5 21.5 68.3 32.1 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
9.64 7.9 13.4 24.5 65.7 25.4 -- --
SBI Magnum Tax Gain (G) Rank 3
4,936.06 9.0 13.4 21.3 67.6 31.4 28.8 16.0
Reliance Tax Saver (ELSS) (G) Rank 1
3,398.91 7.0 13.3 32.1 111.7 43.6 37.3 22.7
Sundaram Tax Saver (G) Rank 5
1,205.58 7.8 13.3 24.3 65.1 24.9 24.4 13.5
Religare Invesco Tax Plan (G) Rank 2
202.61 6.8 13.3 23.7 71.6 33.0 29.4 19.0
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
21.32 8.4 13.2 22.4 65.5 28.1 -- --
ICICI Pru RIGHT Fund (G) Not Ranked
68.25 6.6 13.1 28.2 85.2 40.3 37.5 24.7
Religare Invesco AGILE Tax (G) Not Ranked
5.74 7.5 13.1 13.3 25.3 15.5 16.1 10.0
Can Robeco Eqty TaxSaver (G) Rank 4
828.92 8.3 13.1 22.1 64.8 27.5 26.2 17.5
DWS Tax Saving Fund -Direct (G) Not Ranked
0.20 8.5 12.7 22.3 63.0 30.2 -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.53 7.9 12.7 22.9 59.9 31.1 -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
8.05 8.1 12.6 21.3 59.4 27.4 -- --
DWS Tax Saving Fund (G) Not Ranked
45.84 8.4 12.4 22.0 62.5 28.9 25.3 12.5
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.29 7.8 12.4 22.6 59.2 30.6 25.9 12.4
UTI Equity Tax Saving (G) Rank 3
532.06 8.0 12.3 20.8 58.2 26.6 24.3 14.0
L&T Tax Advantage -Direct (G) Not Ranked
21.37 7.1 12.3 21.6 64.2 28.2 -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
40.78 7.7 12.2 22.2 58.2 29.8 25.3 11.9
DSP-BRTax Saver Fund -Direct (G) Not Ranked
8.75 7.3 12.1 22.3 70.6 31.8 -- --
L&T Tax Advantage (G) Rank 4
1,509.82 7.1 12.1 21.2 63.1 27.4 24.3 16.8
DSP-BRTax Saver Fund (G) Rank 3
1,010.26 7.2 12.0 21.9 69.8 31.3 30.7 17.5
UTI Master Equity Plan (US) Not Ranked
1,650.02 8.3 11.9 19.5 56.4 24.7 23.5 14.6
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.02 7.6 11.8 22.4 71.7 30.5 -- --
HSBC Tax Saver Equity Fund (G) Rank 3
198.29 7.6 11.6 22.0 70.5 29.5 29.6 16.6
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.14 6.8 11.6 22.9 53.0 19.8 -- --
Principal Personal Tax Saver Rank 4
370.26 8.6 11.5 19.5 60.2 25.7 25.4 13.4
Baroda Pioneer ELSS 96 Not Ranked
37.35 6.7 11.4 22.5 51.8 19.0 18.1 8.3
UTI Long Term Advantage S2 (G) Not Ranked
137.34 7.6 11.3 18.2 60.3 26.1 24.4 14.7
UTI Long Term Advantage (G) Not Ranked
225.94 7.6 11.3 18.1 59.8 24.4 22.9 12.0
Tata Tax Saving Fund - Plan A (D) Rank 3
176.58 9.4 11.2 19.7 60.0 25.2 23.7 14.9
Taurus Tax Shield - Direct (G) Not Ranked
0.34 8.5 10.6 16.8 53.8 20.0 -- --
Taurus Tax Shield (G) Not Ranked
92.48 8.5 10.5 16.7 53.4 20.3 20.9 12.6
HDFC Tax Saver - Direct (G) Not Ranked
115.70 6.0 10.2 20.4 74.7 31.7 -- --
HDFC Tax Saver (G) Rank 4
4,794.48 6.0 10.1 20.1 73.8 30.9 26.4 16.7
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.66 4.0 9.7 24.5 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
31.03 4.0 9.7 24.4 -- -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
56.86 7.1 9.6 20.2 69.3 33.1 -- --
Principal Tax Savings - Direct Not Ranked
0.67 6.4 9.6 18.7 67.1 31.1 -- --
Principal Tax Savings Rank 3
260.43 6.4 9.4 18.3 66.4 30.5 31.3 15.7
ICICI Pru Tax Plan (G) Rank 3
2,283.67 7.0 9.3 19.7 67.9 32.2 29.5 18.5
SBI Tax Advantage Sr-2 (G) Not Ranked
51.98 4.0 8.9 23.5 82.9 35.0 -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
32.07 5.7 7.6 14.9 58.2 28.7 -- --
HDFC Long Term Advantage (G) Rank 5
1,133.66 5.6 7.5 14.6 57.4 28.0 26.1 17.0
SBI Tax Advantage Sr-1 (G) Not Ranked
405.10 5.3 6.4 19.2 79.3 33.5 31.2 14.4
Sahara Taxgain - Direct (G) Not Ranked
0.67 5.9 5.0 12.1 56.7 27.8 -- --
Sahara Taxgain (G) Not Ranked
11.66 5.8 5.0 12.0 56.3 27.4 23.1 15.4
Quantum Tax Saving Fund (G) Not Ranked
27.82 3.5 4.4 13.2 51.8 24.0 23.8 16.6
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 7.8 13.4 22.9 65.2 27.7 23.6 13.4

Note : Returns have been calculated based on NAV's as on Jan 29, 2015 & Index values as on Jan 29, 2015

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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