Election 2014
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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 Apr 18, 2014
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Mutual Fund Scheme Crisil Rank AUM
(Rs. cr.)
Dec 13
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
11.87 8.9 17.9 32.4 30.5 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 3
1,852.11 8.8 17.7 32.0 29.7 14.5 10.8 21.5
SBI Tax Advantage Sr-2 (G) Not Ranked
29.73 5.2 12.7 30.0 28.6 20.2 -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
311.09 6.0 11.5 27.8 25.6 13.8 7.3 16.5
Axis Long Term Equity - Direct (G) Not Ranked
6.51 3.4 11.5 23.2 34.6 -- -- --
Axis Long Term Equity Fund (G) Rank 1
748.82 3.2 11.0 22.4 33.1 22.2 15.6 --
HDFC Tax Saver - Direct (G) Not Ranked
38.15 8.9 13.5 22.2 26.6 -- -- --
HDFC Tax Saver (G) Rank 4
3,386.28 8.9 13.4 21.8 25.8 13.4 6.9 20.9
Sahara Taxgain - Direct (G) Not Ranked
0.25 8.2 9.8 21.8 29.1 -- -- --
Sahara Taxgain (G) Not Ranked
10.22 8.1 9.8 21.6 28.7 12.9 8.0 19.7
ICICI Pru Tax Plan- Direct (G) Not Ranked
13.47 6.6 10.9 20.9 31.0 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
102.78 6.2 9.7 20.6 17.8 11.1 8.1 18.9
ICICI Pru Tax Plan (G) Rank 2
1,497.77 6.5 10.6 20.5 30.1 19.1 10.4 24.4
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.37 5.2 12.8 19.4 24.5 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
7.53 5.4 11.0 19.1 26.3 -- -- --
Principal Tax Savings - Direct Not Ranked
0.17 7.6 10.0 19.1 27.9 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
167.29 5.1 12.6 19.0 23.6 18.4 10.3 19.2
Principal Tax Savings Rank 2
198.51 7.5 9.9 18.9 27.3 18.6 10.3 17.1
HDFC Long Term Advantage (G) Rank 3
828.23 5.4 10.8 18.8 25.7 16.1 9.3 21.9
ICICI Pru RIGHT Fund (G) Not Ranked
59.91 3.9 9.7 18.7 32.8 20.3 16.2 --
JM Tax Gain Fund -Direct (G) Not Ranked
0.04 4.7 12.7 18.2 20.9 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
0.82 5.1 9.1 17.6 24.4 -- -- --
JM Tax Gain Fund (G) Not Ranked
29.20 4.6 12.3 17.5 19.8 12.6 4.6 11.3
L&T Long Term Adv. Fund - I (G) Not Ranked
1.59 6.0 8.8 17.4 25.6 13.6 6.6 18.0
Tata Infra Tax Saving Fund (G) Not Ranked
5.80 5.8 15.6 17.2 8.2 2.6 -3.9 7.3
IDBI Equity Advantage -Direct (G) Not Ranked
0.31 4.7 7.8 17.0 -- -- -- --
Religare Invesco Tax Plan (G) Rank 2
137.69 5.1 8.7 17.0 23.4 16.2 9.9 21.4
Escorts Tax Plan (G) Not Ranked
2.55 8.7 10.2 16.9 18.5 -1.0 -5.9 6.6
L&T Tax Saver Fund (G) Not Ranked
26.90 6.4 9.1 16.8 26.5 13.3 4.3 16.1
IDBI Equity Advantage - Reg (G) Not Ranked
18.74 4.7 7.8 16.7 -- -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
6.72 4.0 7.6 16.2 24.7 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
23.36 4.4 8.9 16.1 23.5 -- -- --
Quantum Tax Saving Fund (G) Not Ranked
14.63 5.1 12.0 16.0 22.0 16.3 9.9 22.3
Birla SL Tax Relief 96 (G) Rank 3
1,394.59 3.9 7.4 16.0 23.7 16.2 7.0 18.0
Escorts Tax Plan - Direct (G) Not Ranked
0.01 8.8 10.4 15.8 17.8 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,051.57 4.4 8.7 15.9 22.9 15.5 9.3 17.6
Birla Sun Life Tax Plan-Direct (G) Not Ranked
0.84 4.0 7.4 15.8 23.9 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
115.40 3.9 7.2 15.5 22.9 15.7 8.1 16.8
Franklin (I) Tax Shield -Direct (G) Not Ranked
12.03 3.9 9.8 15.3 22.8 -- -- --
Franklin India Tax Shield (G) Rank 3
954.92 3.8 9.6 14.9 22.0 14.3 9.5 20.5
DSP-BRTax Saver Fund -Direct (G) Not Ranked
2.63 5.2 7.9 14.2 22.5 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
1.62 3.8 5.1 14.0 24.3 -- -- --
Principal Personal Tax Saver Rank 4
338.39 4.7 10.0 13.9 22.7 14.9 6.3 16.6
DSP-BRTax Saver Fund (G) Rank 3
722.92 5.2 7.9 13.9 21.8 16.2 8.4 19.7
UTI Long Term Advantage S2 (G) Not Ranked
117.68 4.8 9.3 13.6 16.8 12.9 6.8 16.2
IDFC Tax Advantage (ELSS) (G) Rank 2
160.23 3.7 4.9 13.6 23.6 17.5 9.3 18.7
UTI Long Term Advantage (G) Not Ranked
186.77 4.7 9.2 12.9 14.0 10.9 3.9 14.6
Union KBC Tax Saver - Direct (G) Not Ranked
0.34 4.0 8.0 12.7 17.8 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
53.87 4.0 7.9 12.6 17.6 15.9 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
3.94 5.2 8.1 12.4 14.6 -- -- --
Sundaram Tax Saver (G) Rank 5
1,162.76 5.2 8.0 12.2 14.2 11.3 6.3 15.3
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.02 4.1 7.9 12.1 19.2 -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.16 3.7 7.7 12.0 13.9 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
7.37 4.5 8.6 11.9 21.0 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
8.91 5.3 7.9 11.9 18.7 -- -- --
Taurus Tax Shield (G) Not Ranked
87.10 3.7 7.5 11.7 13.5 10.4 4.3 16.6
ING Tax Saving -Direct (G) Not Ranked
0.05 5.3 8.6 11.7 16.3 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
5.08 4.0 7.8 11.7 18.2 11.9 5.7 16.8
Can Robeco Eqty TaxSaver (G) Rank 3
597.49 5.3 7.8 11.7 18.1 13.1 8.7 21.7
L&T Tax Advantage (G) Rank 4
1,105.37 4.5 8.4 11.6 20.3 12.7 6.3 19.8
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.11 3.8 6.3 11.5 19.6 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
80.19 4.3 8.0 11.3 20.6 12.3 8.0 18.8
UTI Master Equity Plan (US) Not Ranked
1,254.19 5.1 8.4 11.2 18.3 13.0 6.8 15.6
Kotak Tax Saver - Direct (G) Not Ranked
0.57 3.9 7.6 11.0 10.0 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
28.49 3.7 6.0 11.0 18.5 12.2 4.6 12.8
ING Tax Saving (G) Not Ranked
22.20 5.2 8.3 11.0 14.8 10.2 3.9 18.3
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.07 3.8 5.8 10.9 22.5 -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
1.96 4.7 7.1 10.8 17.6 -- -- --
Kotak Tax Saver (G) Rank 5
334.45 3.9 7.5 10.8 9.5 7.8 3.0 14.8
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.30 4.6 8.3 10.7 22.7 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.14 3.4 6.9 10.6 23.3 -- -- --
UTI Equity Tax Saving (G) Rank 4
425.54 4.7 7.0 10.6 17.1 12.7 6.0 15.7
Edelweiss ELSS Fund (G) Not Ranked
22.09 3.8 5.7 10.6 22.1 13.6 9.3 16.3
BNP Paribas Tax Advantage Plan (G) Rank 1
144.47 4.5 8.2 10.6 22.3 15.6 12.0 19.1
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.53 3.4 6.8 10.5 23.0 14.5 7.3 18.0
BOI AXA Tax Advtg -RP (G) Not Ranked
27.01 3.3 6.6 10.2 22.3 14.0 6.8 17.6
DWS Tax Saving Fund (G) Not Ranked
44.54 4.0 8.7 9.7 19.1 15.1 5.6 13.7
DWS Tax Saving Fund -Direct (G) Not Ranked
0.07 4.0 8.7 9.5 19.5 -- -- --
IDFC Tax Saver Fund (G) Not Ranked
34.04 4.0 5.2 8.6 20.5 16.4 9.0 18.4
Tata Tax Saving Fund - Direct Not Ranked
0.74 4.4 8.5 7.8 18.6 -- -- --
Tata Tax Saving Fund Rank 3
125.20 4.3 8.4 7.3 16.0 11.7 7.0 17.9
Religare Invesco AGILE Tax (G) Not Ranked
6.56 3.4 1.3 5.3 13.0 9.7 6.3 10.7
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.03 4.8 0.2 3.7 11.5 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
26.65 4.7 -- 3.1 10.6 5.3 -0.6 10.6
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 4.9 8.6 14.7 20.4 7.8 3.9 9.0

Note : Returns have been calculated based on NAV's as on Apr 18, 2014 & Index values as on Apr 17, 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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