YOU ARE HERE > Moneycontrol > Mutual Funds > Evaluate > Performance Tracker : ELSS
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 Oct 22, 2014
Compare With Indices
  • Sensex
  • Nifty
  • BANK Nifty
  • BANKEX
  • BSE Auto
  • BSE CD INDEX
  • BSE FMCG INDEX
  • BSE HEALTHCARE
  • BSE IPO
  • BSE IT INDEX
  • BSE Metal
  • BSE Oil & Gas
  • BSE POWER INDEX
  • BSE PSU INDEX
  • BSE REALTY
  • BSE TECk INDEX
  • BSE-100
  • BSE-200
  • BSE-500
  • BSE-MIDCAP
  • BSE-SMALLCAP
  • CAPITAL GOODS
  • CNX 100
  • CNX IT
  • CNX Midcap
  • CNX NIFTY JR
  • Nifty Midcap 50
  • S&P CNX 500
  • S&P CNX Defty

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 1.5 11.3 49.0 95.7 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 1.5 11.1 48.5 94.3 35.7 30.5 20.8
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 -0.6 9.9 40.1 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 -0.6 9.9 40.0 -- -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 0.4 12.6 39.3 63.2 -- -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 -1.2 8.9 39.2 78.8 32.9 26.1 14.0
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 -0.3 9.6 38.8 80.9 34.1 -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 0.2 12.4 38.8 62.1 -- -- --
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 2.3 10.4 34.0 61.5 37.0 30.0 21.6
Axis Long Term Equity - Direct (G) Not Ranked
23.80 0.3 9.1 33.8 67.4 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 0.1 8.7 32.8 65.1 35.5 28.6 --
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 -0.3 8.5 32.8 56.2 -- -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
0.99 0.8 8.2 32.6 48.6 -- -- --
BNP Paribas Long Term Equity (G) Rank 2
203.73 0.8 8.1 32.5 48.3 28.8 23.8 15.9
Religare Invesco Tax Plan (G) Rank 2
159.04 -0.4 8.1 32.0 54.5 28.6 22.8 16.7
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 1.4 10.7 30.7 52.9 -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 0.6 7.5 30.6 59.1 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.12 1.3 10.0 30.4 46.8 -- -- --
Franklin India Tax Shield (G) Rank 3
1,133.25 1.3 10.4 30.3 51.9 27.1 21.8 17.2
ICICI Pru Tax Plan (G) Rank 2
1,840.90 0.6 7.3 30.1 57.9 30.1 24.6 17.8
Kotak Tax Saver (G) Rank 5
369.34 1.3 9.9 30.1 46.1 18.4 17.1 10.5
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 0.5 7.0 29.9 56.4 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 -0.9 5.6 29.9 50.0 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
808.27 -1.0 5.4 29.5 49.2 27.2 24.0 14.7
JM Tax Gain Fund (G) Not Ranked
31.40 0.4 6.8 29.4 54.8 25.4 20.8 8.8
HDFC Tax Saver - Direct (G) Not Ranked
74.77 -0.3 4.7 29.3 58.5 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 -- 5.8 29.1 50.7 -- -- --
HDFC Tax Saver (G) Rank 3
4,036.36 -0.3 4.6 29.0 57.6 26.7 21.3 15.4
Reliance ELSF - Series 1 (G) Not Ranked
113.38 1.2 7.9 29.0 56.0 21.4 22.5 15.4
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 -- 5.6 28.6 49.5 -- -- --
Principal Tax Savings - Direct Not Ranked
0.40 -0.3 5.1 28.6 53.5 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 -0.1 5.6 28.6 49.8 26.5 22.1 11.6
Principal Tax Savings Rank 2
227.71 -0.4 5.0 28.3 52.9 28.8 26.3 13.6
Birla Sun Life Tax Plan (G) Rank 3
135.05 -0.1 5.4 28.1 48.4 25.7 21.6 13.3
Escorts Tax Plan - Direct (G) Not Ranked
0.01 0.2 8.7 27.9 48.6 -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 0.2 8.6 27.5 49.5 14.2 8.2 2.6
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 1.0 6.5 26.9 33.2 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.49 -0.9 2.8 26.9 53.9 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 -0.9 2.8 26.7 53.4 24.4 20.6 13.6
Baroda Pioneer ELSS 96 Not Ranked
29.52 0.9 6.3 26.4 32.2 15.2 12.9 5.1
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 -1.1 4.7 26.2 49.5 -- -- --
Tata Tax Saving Fund - Direct Not Ranked
1.47 -1.1 6.3 26.2 37.8 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 -1.1 6.3 26.2 42.8 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 -1.2 4.5 26.0 48.8 24.7 22.3 13.0
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 -0.2 5.6 25.8 42.1 -- -- --
Tata Tax Saving Fund Rank 3
144.15 -1.2 6.1 25.7 36.6 21.2 18.0 12.9
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 -1.5 5.6 25.7 51.8 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
30.84 -1.2 6.0 25.5 41.4 22.6 18.0 9.8
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 -0.2 5.6 25.5 41.5 22.2 20.1 15.3
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 -2.5 4.7 25.3 42.3 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 -1.6 5.4 25.3 50.7 25.5 23.7 14.2
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 0.6 2.3 24.6 47.0 12.0 11.8 3.1
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 -0.5 5.9 24.6 40.9 -- -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 -2.6 4.3 24.6 40.9 25.7 21.2 14.6
Sundaram Tax Saver (G) Rank 5
1,139.83 -0.5 5.9 24.3 40.4 19.4 18.3 9.5
L&T Tax Advantage -Direct (G) Not Ranked
14.49 0.2 6.2 24.3 41.7 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
125.42 -0.6 3.7 24.3 42.0 21.2 17.8 12.0
UTI Long Term Advantage (G) Not Ranked
204.16 -0.6 3.6 24.0 41.3 18.8 17.0 9.7
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 -0.5 5.5 24.0 36.9 -- -- --
L&T Tax Advantage (G) Rank 4
1,262.67 0.2 6.0 23.9 40.8 22.5 18.1 14.4
DWS Tax Saving Fund (G) Not Ranked
42.77 -0.4 5.6 23.8 37.0 23.1 18.4 9.3
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 -1.0 6.2 23.8 39.7 21.8 18.0 13.9
Quantum Tax Saving Fund (G) Not Ranked
20.43 1.3 7.4 23.6 43.0 24.4 22.0 16.6
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 0.3 5.3 23.6 38.6 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 0.2 5.3 23.4 38.2 23.3 18.8 10.2
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 -0.6 5.2 23.4 37.8 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 0.3 5.7 23.2 37.0 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 -0.2 4.9 23.2 40.8 -- -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 0.2 5.1 23.0 37.3 22.5 18.2 9.7
UTI Equity Tax Saving (G) Rank 4
453.64 -0.7 5.0 23.0 37.1 20.5 17.4 11.1
Edelweiss ELSS Fund (G) Not Ranked
32.96 0.3 5.6 23.0 36.5 23.0 19.5 12.8
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 -2.0 2.7 22.7 47.6 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
5.99 -0.2 4.7 22.6 39.6 20.3 16.8 12.2
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 1.1 3.8 22.5 38.7 -- -- --
HDFC Long Term Advantage (G) Rank 3
967.64 -2.1 2.6 22.4 46.9 25.9 21.5 15.4
L&T Tax Saver Fund (G) Not Ranked
28.82 1.2 5.5 22.3 42.3 22.6 17.8 9.3
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 1.1 3.8 22.3 38.5 23.7 -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 0.2 3.5 22.2 38.3 -- -- --
Principal Personal Tax Saver Rank 4
353.73 -0.4 3.9 21.7 41.1 22.0 19.5 10.7
Taurus Tax Shield - Direct (G) Not Ranked
0.26 0.1 3.0 21.6 36.7 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 0.1 2.9 21.5 36.2 16.9 15.9 9.9
ING Tax Saving (G) Not Ranked
23.44 0.1 3.3 21.5 36.7 19.3 14.4 11.3
UTI Master Equity Plan (US) Not Ranked
1,428.55 -1.0 4.6 21.2 36.4 20.6 17.5 11.8
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 0.8 5.9 20.5 41.1 22.3 18.5 11.9
IDFC Tax Saver Fund (G) Not Ranked
34.86 -1.9 2.6 16.8 28.1 21.1 17.9 12.0
Religare Invesco AGILE Tax (G) Not Ranked
6.19 -1.6 -2.2 2.6 10.3 8.8 10.8 7.2
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 -0.1 6.0 26.7 45.3 13.2 10.6 6.5

Note : Returns have been calculated based on NAV's as on Oct 22, 2014 & Index values as on Oct 22, 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.

Quick Links (Mouseover on for more information)
Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.