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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
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 1.8 15.6 61.6 105.3 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 1.8 15.4 61.1 103.9 34.6 27.0 20.9
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
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 2.4 17.7 46.0 85.0 33.1 22.3 13.2
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 1.0 7.5 45.0 64.0 14.2 9.9 4.7
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 3.3 11.6 43.8 73.9 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 2.5 16.2 43.7 84.4 35.1 -- --
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 (G) Not Ranked
31.40 3.2 11.4 42.9 72.2 26.6 20.2 10.9
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 --
Principal Tax Savings - Direct Not Ranked
0.40 1.9 9.7 41.3 73.4 -- -- --
Principal Tax Savings Rank 2
227.71 1.8 9.6 41.0 72.9 31.9 25.7 14.8
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 3.0 13.1 40.7 67.2 -- -- --
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 3.8 15.0 40.6 60.4 -- -- --
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 3.8 15.0 40.4 60.1 29.8 22.6 17.3
DSP-BRTax Saver Fund (G) Rank 3
808.27 2.9 13.0 40.3 66.4 29.8 23.1 16.7
Escorts Tax Plan - Direct (G) Not Ranked
0.01 5.4 15.4 40.2 55.6 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 2.3 18.1 40.1 -- -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 5.4 15.3 39.8 56.6 17.1 8.7 3.9
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 2.3 17.9 39.7 -- -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 3.5 16.3 39.3 69.4 -- -- --
Religare Invesco Tax Plan (G) Rank 2
159.04 3.4 15.9 38.5 67.8 29.3 20.7 18.0
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 2.1 11.0 37.6 71.1 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 3.0 15.0 37.3 68.8 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 2.0 10.8 37.2 69.9 28.0 22.9 15.6
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 1.1 13.6 37.2 71.3 35.1 26.7 --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 2.9 14.9 37.0 68.1 27.1 22.5 14.8
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 4.1 13.7 36.6 61.5 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 2.5 13.1 36.5 68.4 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.12 4.7 13.1 36.4 56.9 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
113.38 2.4 10.9 36.3 62.1 21.8 20.3 16.1
Franklin India Tax Shield (G) Rank 3
1,133.25 4.1 13.6 36.2 60.5 26.5 21.1 17.6
HDFC Long Term Advantage (G) Rank 3
967.64 2.5 12.9 36.1 67.4 29.5 21.5 17.5
Kotak Tax Saver (G) Rank 5
369.34 4.7 13.0 36.0 56.2 18.6 16.1 11.5
Sahara Taxgain - Direct (G) Not Ranked
0.49 -1.6 5.8 36.0 66.0 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 2.5 12.3 35.9 56.3 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 -1.6 5.7 35.8 65.5 24.7 18.4 15.1
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 2.5 12.2 35.5 55.5 24.3 19.0 16.5
UTI Long Term Advantage S2 (G) Not Ranked
125.42 1.7 11.1 35.1 57.9 23.3 17.6 13.8
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 2.5 10.7 34.7 55.5 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 1.2 15.1 34.7 64.4 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
14.49 1.9 10.4 34.7 54.1 -- -- --
UTI Long Term Advantage (G) Not Ranked
204.16 1.7 11.0 34.7 54.3 21.9 16.5 11.1
Sundaram Tax Saver (G) Rank 5
1,139.83 2.4 10.6 34.4 55.0 20.8 17.5 11.0
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
L&T Tax Advantage (G) Rank 4
1,262.67 1.9 10.2 34.2 53.2 23.2 17.6 16.0
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 1.2 14.9 34.1 63.0 -- -- --
Tata Tax Saving Fund - Direct Not Ranked
1.47 2.1 12.0 33.6 48.6 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
135.05 1.1 14.6 33.5 61.9 26.8 20.0 14.1
ING Tax Saving -Direct (G) Not Ranked
0.05 1.9 8.3 33.4 55.8 -- -- --
Principal Personal Tax Saver Rank 4
353.73 1.9 9.7 33.2 58.0 23.8 18.8 12.3
Quantum Tax Saving Fund (G) Not Ranked
20.43 3.4 9.7 33.2 55.4 25.4 21.8 17.9
Tata Tax Saving Fund Rank 3
144.15 2.0 11.8 33.1 47.4 21.4 17.2 13.8
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 1.8 10.0 32.8 55.4 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 2.0 13.7 32.5 62.6 -- -- --
ING Tax Saving (G) Not Ranked
23.44 1.9 8.0 32.5 53.8 21.7 14.5 13.4
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 1.8 9.4 32.5 52.0 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 3.2 15.5 32.4 56.8 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
5.99 1.7 9.7 32.2 54.1 21.6 16.4 13.8
DWS Tax Saving Fund (G) Not Ranked
42.77 1.8 9.2 32.1 51.6 24.9 17.4 10.9
L&T Tax Saver Fund (G) Not Ranked
28.82 1.1 7.1 32.1 57.6 22.3 16.1 10.7
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 1.9 13.4 31.9 61.3 28.5 23.0 17.2
LIC NOMURA Tax Plan (G) Not Ranked
30.84 3.1 15.2 31.7 55.3 23.7 17.9 10.4
UTI Master Equity Plan (US) Not Ranked
1,428.55 2.5 10.3 31.5 52.2 22.9 18.0 13.1
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
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 2.0 11.3 31.2 51.6 -- -- --
UTI Equity Tax Saving (G) Rank 4
453.64 1.9 11.0 30.8 50.9 22.1 16.7 12.4
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 2.3 11.3 30.7 50.2 21.8 17.3 14.9
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 0.6 9.5 30.1 50.9 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 0.6 9.4 30.0 50.6 25.6 -- --
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
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 1.7 9.8 28.8 54.3 23.7 18.2 11.3
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
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 1.0 9.7 26.5 50.1 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
32.96 1.0 9.5 26.3 49.5 23.6 18.0 13.4
IDFC Tax Saver Fund (G) Not Ranked
34.86 2.5 11.0 25.7 47.4 24.4 20.1 14.9
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 1.7 9.5 23.3 45.5 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 1.7 9.3 22.8 44.4 15.4 12.2 6.2
Religare Invesco AGILE Tax (G) Not Ranked
6.19 1.9 11.1 9.3 31.8 12.8 13.3 9.8
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 3.0 18.7 -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 2.9 18.6 -- -- -- -- --
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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