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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 20, 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 10.1 20.3 45.4 76.5 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
112.18 10.1 20.1 44.9 75.3 -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.50 10.0 15.5 40.1 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
28.06 10.0 15.4 40.0 -- -- -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
37.93 8.9 17.1 38.0 103.2 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 8.9 16.9 37.4 101.8 41.3 37.0 21.8
SBI Tax Advantage Sr-2 (G) Not Ranked
47.21 9.6 15.2 36.9 85.9 38.1 -- --
Axis Long Term Equity - Direct (G) Not Ranked
34.87 10.0 14.1 35.7 78.0 -- -- --
ICICI Pru RIGHT Fund (G) Not Ranked
66.71 9.7 17.9 34.8 69.3 40.9 34.8 23.1
Axis Long Term Equity Fund (G) Rank 1
2,020.07 9.8 13.6 34.7 75.4 41.2 34.7 --
SBI Tax Advantage Sr-1 (G) Not Ranked
394.83 7.6 12.0 34.0 78.7 35.2 30.3 13.8
Birla SL Tax Relief 96-Direct (G) Not Ranked
16.39 10.2 14.5 33.4 63.6 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,672.91 10.1 14.2 32.9 62.5 33.1 28.3 13.0
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.13 10.0 14.2 32.8 62.2 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.40 10.3 15.5 32.3 64.1 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
162.91 10.0 13.9 32.3 60.9 32.2 27.8 15.1
Kotak Tax Saver (G) Rank 5
412.11 10.3 15.3 31.9 63.3 24.4 23.3 12.3
Religare Invesco Tax Plan - DP (G) Not Ranked
2.06 7.7 12.3 31.8 66.8 -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
31.48 9.1 14.3 31.1 61.6 -- -- --
Religare Invesco Tax Plan (G) Rank 2
183.93 7.6 11.9 31.0 64.9 32.8 28.0 17.9
Reliance ELSF - Series 1 (G) Not Ranked
122.31 11.3 16.4 30.9 66.8 28.9 29.7 16.9
Franklin India Tax Shield (G) Rank 3
1,303.34 9.0 14.0 30.6 60.5 32.2 26.6 18.1
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.46 9.0 11.3 29.4 54.6 -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.02 7.9 10.3 29.3 60.4 -- -- --
Escorts Tax Plan (G) Not Ranked
3.02 7.8 10.1 28.9 61.3 21.1 15.3 3.8
LIC NOMURA Tax Plan (G) Not Ranked
34.88 8.9 11.0 28.7 53.0 28.0 23.9 11.7
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
5.24 9.7 11.6 28.6 53.7 -- -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
231.04 9.6 11.1 27.6 52.0 31.5 27.6 16.4
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.30 5.5 9.4 27.4 57.8 -- -- --
BNP Paribas Long Term Equity (G) Rank 2
249.55 5.4 9.4 27.3 57.5 31.6 27.9 16.9
DSP-BRTax Saver Fund -Direct (G) Not Ranked
6.96 8.1 10.4 26.6 62.6 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
927.87 8.0 10.3 26.3 61.8 31.8 29.5 15.7
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 7.9 9.3 26.1 58.1 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,777.58 7.9 9.2 25.8 57.3 30.6 27.1 14.1
JM Tax Gain Fund -Direct (G) Not Ranked
0.07 8.3 11.5 25.5 67.6 -- -- --
JM Tax Gain Fund (G) Not Ranked
33.36 8.2 11.3 25.0 66.0 30.0 26.6 10.1
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.31 8.7 12.8 24.7 50.3 -- -- --
Tata Tax Saving Fund - Direct (D) Not Ranked
2.04 6.4 9.4 24.5 45.2 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
8.26 9.3 11.6 24.5 50.5 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
40.74 8.6 12.7 24.4 49.7 28.2 24.6 14.2
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
18.68 7.3 9.7 24.3 54.6 -- -- --
Sundaram Tax Saver (G) Rank 5
1,190.75 9.2 11.5 24.3 50.0 24.7 23.2 11.1
Can Robeco Eqty TaxSaver (G) Rank 4
787.13 7.3 9.6 24.0 53.9 27.0 24.5 16.7
Tata Tax Saving Fund - Plan A (D) Rank 3
164.23 6.4 9.2 24.0 44.0 24.9 21.9 13.4
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.10 7.1 11.0 23.7 44.4 -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
6.10 7.8 10.5 23.6 48.2 -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
44.58 6.0 8.9 23.4 63.3 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
33.59 7.0 10.8 23.3 43.3 19.6 17.9 6.1
Tata Tax Advantage Fund-1(G) Not Ranked
91.99 6.3 9.0 23.2 47.2 25.9 21.9 14.5
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.12 8.9 11.1 23.2 54.4 -- -- --
UTI Equity Tax Saving (G) Rank 3
499.12 7.7 10.2 23.1 47.3 26.3 22.1 12.2
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.89 6.5 9.5 23.1 61.7 -- -- --
ICICI Pru Tax Plan (G) Rank 2
2,123.44 5.9 8.7 22.9 62.0 33.4 29.5 18.4
L&T Tax Advantage -Direct (G) Not Ranked
18.13 7.0 10.3 22.8 52.2 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.36 7.7 10.3 22.8 49.9 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.97 9.1 11.3 22.8 48.3 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
196.18 6.5 9.3 22.7 60.5 28.9 28.0 14.5
Union KBC Tax Saver Scheme (G) Not Ranked
76.45 9.0 11.3 22.6 48.1 28.3 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.34 7.7 10.3 22.7 49.5 28.1 24.1 10.7
JPMorgan Tax Advantage (G) Not Ranked
7.19 8.8 10.8 22.6 53.1 25.8 21.9 13.6
HDFC Tax Saver - Direct (G) Not Ranked
95.72 7.3 8.5 22.5 67.1 -- -- --
L&T Tax Advantage (G) Rank 4
1,410.66 7.0 10.2 22.5 51.3 26.3 23.1 15.0
L&T Long Term Adv. Fund - I (G) Not Ranked
1.75 8.6 12.0 22.3 52.1 27.6 23.6 13.2
HDFC Tax Saver (G) Rank 4
4,525.59 7.3 8.4 22.2 66.2 32.8 26.0 15.8
BOI AXA Tax Advtg -RP (G) Not Ranked
36.81 7.6 10.1 22.2 48.6 27.3 23.5 10.3
HDFC Long Term Advant. - Direct (G) Not Ranked
25.03 7.6 7.5 22.1 57.8 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
135.11 7.9 9.3 21.9 51.6 27.1 23.0 13.3
HDFC Long Term Advantage (G) Rank 3
1,082.39 7.5 7.4 21.8 57.0 32.4 26.3 16.4
UTI Long Term Advantage (G) Not Ranked
221.68 7.9 9.3 21.7 51.1 24.2 21.9 10.8
Principal Tax Savings - Direct Not Ranked
0.53 7.1 9.4 21.6 62.6 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.19 7.5 10.2 21.6 50.2 -- -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 9.9 11.2 21.5 54.3 -- -- --
DWS Tax Saving Fund (G) Not Ranked
44.93 7.4 10.2 21.4 50.3 28.5 23.1 10.6
Principal Tax Savings Rank 2
250.70 7.0 9.3 21.4 61.9 32.2 31.0 14.3
L&T Tax Saver Fund (G) Not Ranked
30.21 8.2 11.5 21.2 53.3 27.8 23.0 10.5
Birla SL Tax Savings (G) Not Ranked
24.68 9.9 11.0 20.9 52.5 24.7 19.5 13.0
Principal Personal Tax Saver Rank 4
369.00 6.8 8.2 19.8 52.4 26.1 24.3 11.5
UTI Master Equity Plan (US) Not Ranked
1,573.80 6.9 8.6 19.7 43.2 25.5 21.8 12.8
IDFC Tax Saver Fund (G) Not Ranked
36.96 8.2 7.0 19.1 40.9 26.3 23.1 13.3
Quantum Tax Saving Fund (G) Not Ranked
24.19 4.9 7.8 18.7 46.8 27.4 25.6 16.6
Tata Infra Tax Saving Fund (G) Not Ranked
6.79 9.4 9.2 17.9 59.1 18.5 17.4 4.4
Taurus Tax Shield - Direct (G) Not Ranked
0.31 5.7 6.9 17.1 45.7 -- -- --
Taurus Tax Shield (G) Not Ranked
93.70 5.7 6.9 17.0 45.2 20.7 19.7 11.3
Sahara Taxgain - Direct (G) Not Ranked
0.60 3.5 6.4 14.6 54.8 -- -- --
Sahara Taxgain (G) Not Ranked
11.82 3.5 6.3 14.5 54.4 26.3 24.0 14.1
Religare Invesco AGILE Tax (G) Not Ranked
6.03 6.4 1.8 12.2 19.9 12.1 12.9 6.7
Tata Tax Saving Fund - Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.00 -- -- -- -- -- -- --
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 7.7 10.6 24.9 53.9 15.6 13.0 6.9

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