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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 Feb 26, 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 -3.4 11.0 31.3 83.9 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
172.69 -3.4 10.8 30.8 82.8 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
20.10 -1.4 11.1 25.3 68.8 39.2 -- --
Birla SL Tax Relief 96 (G) Rank 2
1,788.89 -1.5 10.8 24.8 67.4 38.1 29.7 15.4
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.64 -1.5 10.8 24.7 67.1 38.2 -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.76 -1.7 8.5 24.6 70.1 29.5 -- --
Kotak Tax Saver - Regular (G) Rank 3
458.12 -1.8 8.3 24.2 69.1 28.9 22.9 14.8
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
58.71 -1.2 7.1 24.2 99.0 47.8 -- --
Birla Sun Life Tax Plan (G) Rank 3
188.94 -1.5 10.5 24.1 65.6 36.9 28.9 17.3
Reliance Tax Saver (ELSS) (G) Rank 1
3,398.91 -1.3 6.8 23.6 97.4 46.8 34.0 22.3
Escorts Tax Plan - Direct (G) Not Ranked
0.02 -1.6 11.7 23.6 71.9 33.1 -- --
Escorts Tax Plan (G) Not Ranked
3.18 -1.6 11.1 22.8 70.2 32.7 16.3 6.3
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 -1.5 10.6 22.0 61.1 30.9 -- --
Birla SL Tax Savings (G) Not Ranked
25.28 -1.5 10.5 21.6 59.6 29.5 21.9 14.7
Axis Long Term Equity - Direct (G) Not Ranked
49.22 -1.8 8.5 21.4 73.0 47.6 -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
2.57 1.6 8.4 20.9 68.4 38.2 -- --
Tata Tax Saving Fund - Direct (D) Not Ranked
2.57 -0.3 10.4 20.5 60.4 31.8 -- --
Axis Long Term Equity Fund (G) Rank 1
2,933.79 -1.9 8.1 20.5 70.4 45.8 35.1 24.3
ICICI Pru RIGHT Fund (G) Not Ranked
68.25 -3.7 3.6 20.1 64.5 40.5 33.2 23.2
Franklin (I) Tax Shield -Direct (G) Not Ranked
40.19 -3.4 5.5 20.1 63.2 33.9 -- --
Religare Invesco Tax Plan (G) Rank 2
202.61 1.4 7.9 19.8 66.1 36.7 28.5 18.9
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
6.22 -- 9.4 19.8 58.3 34.9 -- --
Franklin India Tax Shield (G) Rank 2
1,459.91 -3.5 5.3 19.6 62.0 33.0 25.9 18.5
Tata Tax Advantage Fund-1(G) Not Ranked
95.94 0.1 9.9 19.5 55.7 31.0 23.5 16.5
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.36 -1.0 6.9 19.3 50.4 33.6 -- --
Edelweiss ELSS Fund (G) Not Ranked
31.00 -1.0 6.8 19.0 49.8 30.7 24.6 16.0
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
262.05 -0.1 8.9 18.6 56.1 33.8 28.4 17.6
Reliance ELSF - Series 1 (G) Not Ranked
130.64 -3.7 2.0 18.6 60.0 30.7 25.7 17.2
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.68 -2.0 7.3 18.5 56.6 32.6 -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.88 -3.1 7.7 18.3 67.5 24.7 15.7 5.5
LIC NOMURA Tax Plan (G) Not Ranked
37.85 -2.0 7.1 18.0 55.2 31.3 23.1 13.8
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.16 -2.3 6.3 17.9 55.3 30.3 -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.58 -2.2 8.1 17.8 65.0 34.5 -- --
BNP Paribas Long Term Equity (G) Rank 2
290.50 -2.2 8.0 17.6 64.5 34.1 28.1 18.6
UTI Equity Tax Saving - Direct (G) Not Ranked
8.05 -0.6 6.6 17.5 53.4 29.4 -- --
JPMorgan Tax Advantage (G) Not Ranked
8.29 -2.6 5.9 17.1 53.5 29.0 22.3 14.8
Union KBC Tax Saver - Direct (G) Not Ranked
1.17 -2.2 5.6 16.9 50.4 29.3 -- --
Union KBC Tax Saver Scheme (G) Not Ranked
85.04 -2.2 5.5 16.7 50.0 29.0 24.6 --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.53 -2.2 5.7 16.1 49.4 32.4 -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.08 -3.7 3.2 16.1 62.0 34.2 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.29 -2.3 5.4 15.7 48.7 31.8 23.3 12.1
JM Tax Gain Fund (G) Not Ranked
33.91 -3.8 2.9 15.5 60.2 33.1 23.6 11.5
Sundaram Tax Saver -Direct (G) Not Ranked
9.64 -2.7 4.3 15.5 54.1 26.3 -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.66 -2.3 3.3 15.4 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
31.03 -2.3 3.3 15.4 -- -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.82 -5.3 4.2 15.4 48.5 29.5 21.6 13.1
BOI AXA Tax Advtg -RP (G) Not Ranked
40.78 -2.4 5.2 15.3 47.7 31.0 22.7 11.7
Sundaram Tax Saver (G) Rank 5
1,205.58 -2.7 4.2 15.3 53.5 25.8 21.1 12.8
IDFC Tax Saver Fund (G) Not Ranked
37.05 -- 8.9 15.1 43.2 29.1 23.8 15.0
UTI Equity Tax Saving (G) Rank 3
532.06 -1.6 5.2 15.1 50.2 27.9 21.9 13.2
DWS Tax Saving Fund -Direct (G) Not Ranked
0.20 -2.8 3.9 14.9 50.7 30.8 -- --
DWS Tax Saving Fund (G) Not Ranked
45.84 -2.9 3.6 14.6 49.8 29.6 23.3 11.4
SBI Magnum Tax Gain - Direct (G) Not Ranked
66.47 -1.7 5.8 14.5 55.6 33.8 -- --
SBI Magnum Tax Gain (G) Rank 3
4,936.06 -1.7 5.6 14.2 54.9 33.2 26.0 15.3
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.02 -2.5 5.4 14.2 56.9 31.7 -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
51.98 -2.7 2.4 13.9 64.7 37.6 -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
21.32 -2.9 3.4 13.8 53.7 28.7 -- --
HSBC Tax Saver Equity Fund (G) Rank 3
198.29 -2.6 5.3 13.8 55.9 30.8 26.4 15.6
DSP-BRTax Saver Fund -Direct (G) Not Ranked
8.75 -3.0 4.0 13.7 59.1 33.1 -- --
Can Robeco Eqty TaxSaver (G) Rank 4
828.92 -2.9 3.3 13.6 53.0 28.1 23.0 16.6
UTI Long Term Advantage S2 (G) Not Ranked
137.34 -1.4 4.0 13.3 52.1 27.7 21.7 14.0
UTI Long Term Advantage (G) Not Ranked
225.94 -1.3 4.0 13.4 51.6 26.0 20.1 11.3
L&T Tax Advantage -Direct (G) Not Ranked
21.37 -3.5 3.7 13.3 52.4 29.2 -- --
DSP-BRTax Saver Fund (G) Rank 3
1,010.26 -3.1 3.8 13.3 58.2 32.4 27.0 16.5
ICICI Pru Tax Plan- Direct (G) Not Ranked
56.86 -1.2 3.8 13.3 62.2 35.6 -- --
L&T Tax Saver Fund (G) Not Ranked
31.41 -6.2 2.2 13.0 49.5 29.6 20.1 11.1
UTI Master Equity Plan (US) Not Ranked
1,650.02 -2.5 3.8 13.0 47.6 26.3 20.6 14.0
L&T Tax Advantage (G) Rank 4
1,509.82 -3.5 3.6 13.0 51.4 28.4 21.5 15.5
ICICI Pru Tax Plan (G) Rank 3
2,283.67 -1.2 3.5 12.8 60.9 34.5 27.1 17.6
Taurus Tax Shield - Direct (G) Not Ranked
0.34 -1.1 5.4 12.4 45.7 23.1 -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
405.10 -0.9 3.6 12.4 63.5 35.7 28.6 14.1
Taurus Tax Shield (G) Not Ranked
92.48 -1.1 5.3 12.3 45.3 22.7 19.3 12.3
Principal Personal Tax Saver Rank 4
370.26 -3.4 3.1 11.9 46.8 27.1 22.0 12.4
Principal Tax Savings - Direct Not Ranked
0.67 -2.5 2.6 11.9 56.1 33.3 -- --
Principal Tax Savings Rank 3
260.43 -2.5 2.5 11.6 55.4 32.7 27.9 14.9
Tata Tax Saving Fund - Plan A (D) Rank 3
176.58 -4.5 1.4 10.4 46.4 24.3 20.1 13.8
HDFC Tax Saver - Direct (G) Not Ranked
115.70 -4.8 0.2 9.2 59.1 32.0 -- --
HDFC Tax Saver (G) Rank 4
4,794.48 -4.9 0.1 8.9 58.3 31.3 22.4 15.3
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.14 -8.4 -3.1 8.6 32.5 21.3 -- --
Baroda Pioneer ELSS 96 Not Ranked
37.35 -8.6 -3.4 8.1 31.3 20.3 13.2 6.2
HDFC Long Term Advant. - Direct (G) Not Ranked
32.07 -3.5 -0.4 6.7 45.2 28.9 -- --
HDFC Long Term Advantage (G) Rank 5
1,133.66 -3.6 -0.5 6.4 44.5 28.3 22.2 16.0
Quantum Tax Saving Fund (G) Not Ranked
27.82 -2.2 -1.2 6.5 41.1 23.8 20.3 15.7
Sahara Taxgain - Direct (G) Not Ranked
0.67 -4.8 -- 5.7 41.9 28.7 -- --
Sahara Taxgain (G) Not Ranked
11.66 -4.9 -- 5.6 41.6 28.4 19.8 14.5
Religare Invesco AGILE Tax (G) Not Ranked
5.74 -7.0 0.3 4.4 10.5 13.8 12.6 7.7
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
2.73 -0.3 11.2 -- -- -- -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.30 -0.4 9.8 -- -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr1-DP (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 -- -- -- -- -- -- --
CATEGORY AVERAGE -2.5 5.0 15.2 52.8 28.6 20.6 12.5

Note : Returns have been calculated based on NAV's as on Feb 26, 2015 & Index values as on Feb 26, 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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