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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 Aug 21, 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
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 3.0 18.7 -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 2.9 18.6 -- -- -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 2.3 18.1 40.1 -- -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 2.3 17.9 39.7 -- -- -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 2.4 17.7 46.0 85.0 33.1 22.3 13.2
Axis Long Term Equity - Direct (G) Not Ranked
23.80 3.5 17.7 42.9 81.8 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 3.4 17.3 41.8 79.6 35.8 27.5 --
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 3.5 16.3 39.3 69.4 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 2.5 16.2 43.7 84.4 35.1 -- --
Religare Invesco Tax Plan (G) Rank 2
159.04 3.4 15.9 38.5 67.8 29.3 20.7 18.0
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 1.8 15.6 61.6 105.3 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 3.2 15.5 32.4 56.8 -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.01 5.4 15.4 40.2 55.6 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 1.8 15.4 61.1 103.9 34.6 27.0 20.9
Escorts Tax Plan (G) Not Ranked
2.72 5.4 15.3 39.8 56.6 17.1 8.7 3.9
LIC NOMURA Tax Plan (G) Not Ranked
30.84 3.1 15.2 31.7 55.3 23.7 17.9 10.4
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 1.2 15.1 34.7 64.4 -- -- --
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 3.8 15.0 40.6 60.4 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 3.0 15.0 37.3 68.8 -- -- --
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 3.8 15.0 40.4 60.1 29.8 22.6 17.3
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 1.2 14.9 34.3 63.3 27.6 20.1 13.2
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 1.2 14.9 34.1 63.0 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 2.9 14.9 37.0 68.1 27.1 22.5 14.8
Birla Sun Life Tax Plan (G) Rank 3
135.05 1.1 14.6 33.5 61.9 26.8 20.0 14.1
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 2.0 13.7 32.5 62.6 -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 4.1 13.7 36.6 61.5 -- -- --
Franklin India Tax Shield (G) Rank 3
1,133.25 4.1 13.6 36.2 60.5 26.5 21.1 17.6
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 1.1 13.6 37.2 71.3 35.1 26.7 --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 1.9 13.4 31.9 61.3 28.5 23.0 17.2
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 3.0 13.1 40.7 67.2 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.12 4.7 13.1 36.4 56.9 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 2.5 13.1 36.5 68.4 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
808.27 2.9 13.0 40.3 66.4 29.8 23.1 16.7
Kotak Tax Saver (G) Rank 5
369.34 4.7 13.0 36.0 56.2 18.6 16.1 11.5
HDFC Long Term Advantage (G) Rank 3
967.64 2.5 12.9 36.1 67.4 29.5 21.5 17.5
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 2.5 12.3 35.9 56.3 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 2.5 12.2 35.5 55.5 24.3 19.0 16.5
Tata Tax Saving Fund - Direct Not Ranked
1.47 2.1 12.0 33.6 48.6 -- -- --
Tata Tax Saving Fund Rank 3
144.15 2.0 11.8 33.1 47.4 21.4 17.2 13.8
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 4.0 11.8 43.7 73.1 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,840.90 3.9 11.6 43.1 71.7 31.9 24.5 20.0
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 3.3 11.6 43.8 73.9 -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
74.77 2.8 11.5 47.2 79.5 -- -- --
HDFC Tax Saver (G) Rank 3
4,036.36 2.8 11.4 46.8 78.4 30.3 20.2 17.6
JM Tax Gain Fund (G) Not Ranked
31.40 3.2 11.4 42.9 72.2 26.6 20.2 10.9
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 2.3 11.3 30.7 50.2 21.8 17.3 14.9
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 2.0 11.3 31.2 51.6 -- -- --
Religare Invesco AGILE Tax (G) Not Ranked
6.19 1.9 11.1 9.3 31.8 12.8 13.3 9.8
UTI Long Term Advantage S2 (G) Not Ranked
125.42 1.7 11.1 35.1 57.9 23.3 17.6 13.8
UTI Equity Tax Saving (G) Rank 4
453.64 1.9 11.0 30.8 50.9 22.1 16.7 12.4
IDFC Tax Saver Fund (G) Not Ranked
34.86 2.5 11.0 25.7 47.4 24.4 20.1 14.9
UTI Long Term Advantage (G) Not Ranked
204.16 1.7 11.0 34.7 54.3 21.9 16.5 11.1
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 2.1 11.0 37.6 71.1 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
113.38 2.4 10.9 36.3 62.1 21.8 20.3 16.1
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 2.0 10.8 37.2 69.9 28.0 22.9 15.6
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 2.5 10.7 34.7 55.5 -- -- --
Sundaram Tax Saver (G) Rank 5
1,139.83 2.4 10.6 34.4 55.0 20.8 17.5 11.0
L&T Tax Advantage -Direct (G) Not Ranked
14.49 1.9 10.4 34.7 54.1 -- -- --
UTI Master Equity Plan (US) Not Ranked
1,428.55 2.5 10.3 31.5 52.2 22.9 18.0 13.1
L&T Tax Advantage (G) Rank 4
1,262.67 1.9 10.2 34.2 53.2 23.2 17.6 16.0
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 1.7 10.1 29.4 55.7 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 1.7 10.0 29.2 55.2 24.4 18.7 11.7
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 1.8 10.0 32.8 55.4 -- -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 1.7 9.8 28.8 54.3 23.7 18.2 11.3
Principal Tax Savings - Direct Not Ranked
0.40 1.9 9.7 41.3 73.4 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
5.99 1.7 9.7 32.2 54.1 21.6 16.4 13.8
Quantum Tax Saving Fund (G) Not Ranked
20.43 3.4 9.7 33.2 55.4 25.4 21.8 17.9
Principal Personal Tax Saver Rank 4
353.73 1.9 9.7 33.2 58.0 23.8 18.8 12.3
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 1.0 9.7 26.5 50.1 -- -- --
Principal Tax Savings Rank 2
227.71 1.8 9.6 41.0 72.9 31.9 25.7 14.8
Edelweiss ELSS Fund (G) Not Ranked
32.96 1.0 9.5 26.3 49.5 23.6 18.0 13.4
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 0.6 9.5 30.1 50.9 -- -- --
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 1.7 9.5 23.3 45.5 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 0.6 9.4 30.0 50.6 25.6 -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 1.8 9.4 32.5 52.0 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 1.7 9.3 22.8 44.4 15.4 12.2 6.2
DWS Tax Saving Fund (G) Not Ranked
42.77 1.8 9.2 32.1 51.6 24.9 17.4 10.9
Taurus Tax Shield - Direct (G) Not Ranked
0.26 1.4 8.6 31.5 52.5 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 1.4 8.6 31.3 52.0 19.8 15.3 11.8
ING Tax Saving -Direct (G) Not Ranked
0.05 1.9 8.3 33.4 55.8 -- -- --
ING Tax Saving (G) Not Ranked
23.44 1.9 8.0 32.5 53.8 21.7 14.5 13.4
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 1.7 7.5 28.2 56.9 22.9 16.6 14.4
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 1.0 7.5 45.0 64.0 14.2 9.9 4.7
L&T Tax Saver Fund (G) Not Ranked
28.82 1.1 7.1 32.1 57.6 22.3 16.1 10.7
Sahara Taxgain - Direct (G) Not Ranked
0.49 -1.6 5.8 36.0 66.0 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 -1.6 5.7 35.8 65.5 24.7 18.4 15.1
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 2.2 11.9 34.2 57.3 14.0 10.2 7.0

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