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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 Sep 02, 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 7.5 15.5 65.1 113.5 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 7.4 15.3 64.5 112.2 39.2 28.2 21.7
HDFC Tax Saver - Direct (G) Not Ranked
74.77 6.7 10.8 49.6 85.6 -- -- --
HDFC Tax Saver (G) Rank 3
4,036.36 6.6 10.6 49.1 84.4 32.8 20.6 17.8
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 6.6 19.2 48.9 95.0 36.4 23.0 13.6
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 7.2 18.9 47.9 93.5 39.8 -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 7.1 12.0 47.1 78.3 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,840.90 7.1 11.7 46.5 76.9 35.1 24.8 20.2
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 4.3 4.5 46.1 72.9 16.2 10.2 5.1
Axis Long Term Equity - Direct (G) Not Ranked
23.80 8.3 18.1 45.7 87.8 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 8.2 17.8 44.6 85.5 39.5 28.1 --
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 7.2 14.8 44.2 66.6 -- -- --
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 7.1 14.7 44.1 66.3 32.4 23.4 17.9
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 6.7 10.2 44.0 78.7 -- -- --
Principal Tax Savings - Direct Not Ranked
0.40 5.2 9.7 43.6 79.8 -- -- --
JM Tax Gain Fund (G) Not Ranked
31.40 6.6 10.0 43.5 76.9 30.8 20.1 10.4
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 6.7 12.9 43.5 72.9 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 7.5 19.8 43.4 59.7 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 7.7 17.1 43.3 77.8 -- -- --
Principal Tax Savings Rank 2
227.71 5.2 9.6 43.3 79.2 34.7 25.6 15.4
DSP-BRTax Saver Fund (G) Rank 3
808.27 6.7 12.8 43.1 72.0 33.0 23.7 17.2
Escorts Tax Plan - Direct (G) Not Ranked
0.01 7.4 16.1 43.0 60.1 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 7.4 19.6 43.0 58.7 -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 7.3 15.9 42.6 61.1 20.2 7.5 3.9
Religare Invesco Tax Plan (G) Rank 2
159.04 7.6 16.7 42.5 76.0 32.0 21.6 18.7
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 7.2 12.8 41.0 78.3 -- -- --
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 6.7 15.0 40.8 82.6 38.5 27.6 --
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 7.2 12.6 40.5 77.0 31.2 23.7 16.3
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 7.0 13.2 40.0 75.0 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.49 4.9 7.1 39.9 75.8 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 4.8 7.1 39.7 75.3 29.1 19.6 15.5
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 7.3 14.6 39.6 69.7 -- -- --
HDFC Long Term Advantage (G) Rank 3
967.64 7.0 13.0 39.6 74.1 32.7 21.9 18.3
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 7.2 12.6 39.5 62.5 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.12 8.1 13.6 39.5 65.2 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 6.7 14.2 39.4 74.0 -- -- --
Franklin India Tax Shield (G) Rank 3
1,133.25 7.3 14.4 39.2 68.6 29.3 21.0 18.4
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 7.1 12.5 39.2 61.8 27.5 19.6 17.0
Kotak Tax Saver (G) Rank 5
369.34 8.0 13.5 39.1 64.5 21.8 16.3 12.1
SBI Magnum Tax Gain (G) Rank 3
4,327.68 6.6 14.1 39.0 73.2 30.0 22.7 15.5
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 6.2 14.3 38.5 69.9 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
113.38 5.3 11.2 38.4 64.7 24.0 21.6 16.9
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 6.1 14.1 37.9 68.8 31.2 20.5 14.0
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 6.1 14.0 37.8 68.6 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
14.49 6.2 10.8 37.7 60.6 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 6.9 10.9 37.4 60.0 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
125.42 5.3 10.5 37.3 63.0 26.5 17.8 14.5
L&T Tax Advantage (G) Rank 4
1,262.67 6.1 10.6 37.3 59.7 25.9 18.1 16.7
Birla Sun Life Tax Plan (G) Rank 3
135.05 6.0 13.8 37.2 67.4 30.4 19.9 14.8
Sundaram Tax Saver (G) Rank 5
1,139.83 6.9 10.8 37.2 59.5 24.5 18.3 11.7
Tata Tax Saving Fund - Direct Not Ranked
1.47 5.9 13.6 37.1 54.2 -- -- --
UTI Long Term Advantage (G) Not Ranked
204.16 5.3 10.4 36.9 59.8 24.7 17.0 11.7
Tata Tax Saving Fund Rank 3
144.15 5.9 13.4 36.6 53.0 24.4 17.8 14.5
Quantum Tax Saving Fund (G) Not Ranked
20.43 6.1 11.4 35.9 61.5 28.9 22.0 18.4
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 6.6 9.5 35.8 61.2 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 5.8 14.3 35.5 66.9 -- -- --
Principal Personal Tax Saver Rank 4
353.73 5.5 9.1 35.3 62.5 26.5 19.1 12.8
ING Tax Saving -Direct (G) Not Ranked
0.05 4.3 9.1 35.3 60.8 -- -- --
L&T Tax Saver Fund (G) Not Ranked
28.82 5.7 8.1 35.1 62.6 26.0 16.2 11.3
JPMorgan Tax Advantage (G) Not Ranked
5.99 6.5 9.3 35.1 59.8 24.9 16.6 14.5
UTI Master Equity Plan (US) Not Ranked
1,428.55 6.3 9.7 35.0 58.1 26.4 18.2 13.9
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 6.8 16.5 34.9 62.8 -- -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 5.7 14.0 34.8 65.5 32.0 22.9 17.7
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 6.3 11.1 34.8 57.6 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 6.1 9.9 34.7 57.6 -- -- --
ING Tax Saving (G) Not Ranked
23.44 4.2 8.7 34.5 58.7 23.8 14.3 13.3
UTI Equity Tax Saving (G) Rank 4
453.64 6.2 10.9 34.4 56.8 25.1 17.1 13.3
DWS Tax Saving Fund (G) Not Ranked
42.77 6.0 9.7 34.2 57.0 27.8 17.6 11.8
LIC NOMURA Tax Plan (G) Not Ranked
30.84 6.7 16.2 34.3 61.2 27.4 18.3 11.3
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 5.6 13.2 33.8 55.0 24.8 17.8 15.8
Taurus Tax Shield - Direct (G) Not Ranked
0.26 5.2 9.2 33.3 61.0 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 5.2 9.2 33.0 60.5 22.6 15.4 12.0
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 4.4 9.1 32.2 56.4 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 6.6 10.8 32.2 61.1 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 4.4 9.2 32.1 56.1 28.4 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 6.6 10.7 32.0 60.7 27.2 18.9 12.3
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 6.5 10.5 31.6 59.7 26.5 18.3 11.9
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 5.8 9.1 31.3 60.7 26.3 17.0 14.6
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 5.0 10.7 29.6 54.3 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
32.96 4.9 10.6 29.3 53.6 26.6 18.2 14.3
IDFC Tax Saver Fund (G) Not Ranked
34.86 6.6 12.4 27.9 49.9 27.6 19.8 15.5
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 6.9 10.5 26.0 51.3 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 6.8 10.3 25.3 50.0 18.6 12.5 6.8
Religare Invesco AGILE Tax (G) Not Ranked
6.19 2.4 10.0 9.3 29.5 14.7 12.7 10.0
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 6.6 20.1 -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 6.6 20.1 -- -- -- -- --
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 6.2 12.2 36.9 64.2 15.7 10.4 7.3

Note : Returns have been calculated based on NAV's as on Sep 02, 2014 & Index values as on Sep 02, 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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