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 Jul 23, 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 5.4 34.5 61.1 83.9 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 2
2,413.63 5.4 34.3 60.6 82.8 35.5 21.1 21.0
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 4.8 28.3 46.7 66.7 34.1 16.2 13.7
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 3.2 26.6 46.0 66.6 37.3 -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 -0.1 22.9 43.5 43.4 15.8 4.3 4.7
HDFC Tax Saver - Direct (G) Not Ranked
74.77 1.3 24.2 43.2 62.8 -- -- --
HDFC Tax Saver (G) Rank 4
4,036.36 1.3 24.0 42.8 61.8 29.6 14.5 17.9
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 2.7 23.0 41.3 50.6 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
23.80 6.4 23.6 41.3 60.3 -- -- --
JM Tax Gain Fund (G) Not Ranked
31.40 2.7 22.8 40.4 49.2 29.5 13.5 9.9
Axis Long Term Equity Fund (G) Rank 1
1,310.99 6.3 23.2 40.2 58.4 37.4 22.3 --
Sahara Taxgain - Direct (G) Not Ranked
0.49 -0.8 23.9 38.3 55.3 -- -- --
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 4.1 21.9 38.3 61.0 37.3 21.9 --
Sahara Taxgain (G) Not Ranked
10.96 -0.8 23.8 38.1 54.8 26.3 15.2 16.6
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 2.9 20.1 37.6 49.8 -- -- --
Principal Tax Savings - Direct Not Ranked
0.40 1.8 22.9 37.5 57.9 -- -- --
Principal Tax Savings Rank 2
227.71 1.8 22.8 37.3 57.4 33.3 19.2 15.2
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 2.9 19.9 37.1 48.7 29.2 17.5 15.7
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 1.4 21.9 36.8 61.7 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,840.90 1.3 21.6 36.3 60.5 31.9 17.4 20.5
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 3.5 23.7 36.1 49.3 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 6.9 24.3 35.9 -- -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 5.0 23.1 35.9 51.6 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
808.27 3.5 23.6 35.9 48.5 30.8 16.7 17.1
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 4.1 20.0 35.7 50.7 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 6.9 24.2 35.6 -- -- -- --
HDFC Long Term Advantage (G) Rank 3
967.64 4.0 19.9 35.3 49.9 29.8 15.9 17.6
Religare Invesco Tax Plan (G) Rank 2
159.04 4.9 22.7 35.1 50.2 30.0 15.9 18.2
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 3.6 23.5 34.7 46.1 -- -- --
BNP Paribas Tax Advantage Plan (G) Rank 1
203.73 3.6 23.5 34.6 45.8 29.3 18.3 16.9
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 4.4 21.3 34.5 49.3 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 4.4 21.2 34.2 48.6 28.4 16.7 14.7
Escorts Tax Plan - Direct (G) Not Ranked
0.01 6.8 17.5 33.6 41.8 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 5.2 22.9 33.6 49.9 -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 6.8 17.3 33.3 42.7 12.7 -1.1 3.0
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 5.2 22.7 33.3 48.9 30.9 14.6 13.9
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 5.1 22.7 33.0 48.7 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
125.42 2.2 20.5 32.9 40.4 25.0 12.9 14.0
Reliance ELSF - Series 1 (G) Not Ranked
113.38 2.4 20.7 32.7 47.6 23.4 14.6 17.2
UTI Long Term Advantage (G) Not Ranked
204.16 2.2 20.2 32.6 38.1 23.6 11.3 11.5
Birla Sun Life Tax Plan (G) Rank 3
135.05 5.1 22.4 32.5 47.6 30.1 15.6 14.8
Principal Personal Tax Saver Rank 3
353.73 2.6 18.1 31.4 45.7 25.9 13.0 12.9
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 3.3 18.6 31.5 42.8 -- -- --
Franklin India Tax Shield (G) Rank 3
1,133.25 3.3 18.5 31.1 41.9 26.3 15.6 17.4
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 2.9 20.3 30.8 41.0 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 2.8 20.1 30.5 40.3 24.3 14.5 17.4
Quantum Tax Saving Fund (G) Not Ranked
20.43 -0.4 15.7 30.4 42.5 25.9 16.2 18.3
L&T Tax Advantage -Direct (G) Not Ranked
14.49 2.1 18.0 30.4 39.7 -- -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 2.6 18.8 30.3 39.2 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 2.6 18.4 30.3 36.5 -- -- --
Tata Tax Saving Fund - Direct Not Ranked
1.47 3.5 19.7 30.2 36.4 -- -- --
DWS Tax Saving Fund (G) Not Ranked
42.77 2.6 18.2 30.2 36.1 26.1 11.9 11.3
Kotak Tax Saver - Direct (G) Not Ranked
1.12 2.5 19.3 30.1 36.7 -- -- --
L&T Tax Advantage (G) Rank 4
1,262.67 2.0 17.8 30.0 38.9 24.6 12.6 16.2
Tata Tax Saving Fund Rank 3
144.15 3.5 19.5 29.8 33.4 23.1 13.0 13.7
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 2.3 18.5 29.8 38.9 -- -- --
Kotak Tax Saver (G) Rank 5
369.34 2.4 19.2 29.7 36.1 18.6 9.4 11.3
ING Tax Saving (G) Not Ranked
23.44 2.5 18.3 29.5 37.4 22.5 9.6 13.8
Taurus Tax Shield - Direct (G) Not Ranked
0.26 2.8 18.8 29.5 37.3 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
5.99 2.3 18.3 29.3 37.7 23.3 11.4 13.9
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 2.4 18.5 29.2 37.0 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 2.8 18.8 29.2 36.8 21.8 10.9 12.5
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 5.2 20.0 29.2 45.7 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 3.1 18.6 29.1 35.6 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 3.1 18.6 29.0 35.4 28.4 -- --
Sundaram Tax Saver (G) Rank 5
1,139.83 2.4 18.3 29.0 36.6 21.8 12.1 11.6
IDFC Tax Advantage (ELSS) (G) Rank 3
194.72 5.1 19.7 28.6 44.6 30.4 16.6 17.5
L&T Tax Saver Fund (G) Not Ranked
28.82 1.8 16.9 28.2 44.4 24.4 11.0 11.0
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 5.2 19.6 28.0 39.2 -- -- --
UTI Master Equity Plan (US) Not Ranked
1,428.55 1.2 16.9 27.5 35.7 24.4 12.5 12.8
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 3.0 18.4 27.4 35.8 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 2.7 18.0 27.4 40.9 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 3.4 17.5 27.3 36.3 23.5 12.9 14.7
LIC NOMURA Tax Plan (G) Not Ranked
30.84 5.1 19.3 27.4 37.9 24.7 11.4 10.0
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 2.7 17.9 27.2 40.5 26.0 13.4 12.5
UTI Equity Tax Saving (G) Rank 4
453.64 3.0 18.1 27.1 35.2 23.2 11.9 12.5
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 2.7 17.7 26.8 39.7 25.3 12.9 12.1
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 3.0 16.4 25.7 33.7 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
32.96 3.0 16.3 25.4 33.2 26.0 13.9 13.5
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 1.8 15.0 25.1 44.2 23.8 11.6 14.9
IDFC Tax Saver Fund (G) Not Ranked
34.86 3.3 14.0 22.6 31.8 25.5 13.6 15.1
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 2.8 19.8 22.4 30.5 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 2.8 19.6 21.9 29.4 17.1 6.2 6.3
Religare Invesco AGILE Tax (G) Not Ranked
6.19 4.2 5.1 8.7 17.4 16.0 8.6 9.5
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 3.1 28.1 -- -- -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 3.1 28.2 -- -- -- -- --
CATEGORY AVERAGE 3.2 20.2 31.5 42.1 14.7 7.3 7.1

Note : Returns have been calculated based on NAV's as on Jul 23, 2014 & Index values as on Jul 23, 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.