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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 Nov 28, 2014
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Sep 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
IDBI Equity Advantage -Direct (G) Not Ranked
1.19 9.0 18.2 42.8 73.7 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
112.18 8.9 18.0 42.3 72.5 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
34.87 7.3 12.3 35.4 72.1 -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.50 6.4 11.1 35.3 -- -- -- --
ICICI Pru RIGHT Fund (G) Not Ranked
66.71 7.4 15.0 35.2 67.2 38.7 35.3 23.2
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
28.06 6.4 11.0 35.2 -- -- -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
37.93 6.5 15.3 35.0 98.4 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 6.4 15.1 34.5 97.0 39.8 37.1 22.2
Axis Long Term Equity Fund (G) Rank 1
2,020.07 7.2 11.8 34.4 69.5 39.0 34.8 --
Kotak Tax Saver - Direct (G) Not Ranked
1.40 9.8 15.2 33.0 64.4 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
2.06 8.1 10.9 32.9 64.8 -- -- --
Kotak Tax Saver (G) Rank 5
412.11 9.7 15.0 32.7 63.6 23.3 23.9 13.1
Franklin (I) Tax Shield -Direct (G) Not Ranked
31.48 7.8 13.4 32.4 62.2 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
47.21 5.6 10.5 32.3 83.4 34.5 -- --
Religare Invesco Tax Plan (G) Rank 2
183.93 7.9 10.5 32.0 62.8 32.0 28.4 18.2
Franklin India Tax Shield (G) Rank 3
1,303.34 7.7 13.1 31.9 61.0 30.3 27.2 18.4
Escorts Tax Plan - Direct (G) Not Ranked
0.02 8.5 11.9 31.2 60.8 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.46 8.4 10.8 31.2 54.2 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
16.39 9.5 12.4 31.0 60.2 -- -- --
Escorts Tax Plan (G) Not Ranked
3.02 8.5 11.8 30.8 61.7 19.1 15.5 4.3
LIC NOMURA Tax Plan (G) Not Ranked
34.88 8.3 10.5 30.6 52.7 27.2 24.6 12.3
Birla SL Tax Relief 96 (G) Rank 3
1,672.91 9.4 12.3 30.5 59.2 31.2 28.5 13.5
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.13 9.3 12.2 30.4 58.8 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
162.91 9.3 11.9 29.8 57.5 30.2 28.0 15.3
Reliance ELSF - Series 1 (G) Not Ranked
122.31 10.3 15.9 29.5 67.0 27.1 30.0 17.1
SBI Tax Advantage Sr-1 (G) Not Ranked
394.83 2.9 7.3 28.5 75.4 31.8 29.3 13.4
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
5.24 9.1 9.2 27.8 50.5 -- -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.30 5.4 9.2 27.8 57.0 -- -- --
BNP Paribas Long Term Equity (G) Rank 2
249.55 5.4 9.2 27.7 56.7 29.4 28.4 17.4
JM Tax Gain Fund -Direct (G) Not Ranked
0.07 7.4 12.1 27.6 63.5 -- -- --
JM Tax Gain Fund (G) Not Ranked
33.36 7.4 11.9 27.1 61.9 28.4 27.0 10.5
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
231.04 8.9 8.7 26.9 48.8 28.6 27.8 16.8
DSP-BRTax Saver Fund -Direct (G) Not Ranked
6.96 7.1 9.0 26.4 60.0 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
18.68 7.7 9.6 26.4 54.0 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
787.13 7.7 9.5 26.1 53.3 25.6 25.2 17.2
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 7.2 8.4 26.1 58.9 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
927.87 7.0 8.9 26.0 59.2 29.7 29.9 16.4
SBI Magnum Tax Gain (G) Rank 3
4,777.58 7.1 8.3 25.8 58.2 28.6 27.6 14.4
Tata Tax Saving Fund - Direct (D) Not Ranked
2.04 6.8 9.2 25.8 47.8 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
8.26 7.5 10.2 25.6 52.7 -- -- --
Sundaram Tax Saver (G) Rank 5
1,190.75 7.5 10.1 25.3 52.1 23.6 23.1 11.7
Tata Tax Saving Fund - Plan A (D) Rank 3
164.23 6.7 8.9 25.3 46.5 23.4 22.7 13.9
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.10 7.2 11.4 25.2 43.4 -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
44.58 6.0 8.9 25.0 61.0 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
33.59 7.1 11.2 24.8 42.3 18.8 18.4 6.8
Tata Tax Advantage Fund-1(G) Not Ranked
91.99 6.7 9.0 24.7 49.8 24.6 22.8 15.1
HDFC Tax Saver - Direct (G) Not Ranked
95.72 7.3 9.1 24.6 65.8 -- -- --
ICICI Pru Tax Plan (G) Rank 2
2,123.44 5.9 8.7 24.5 59.7 32.4 30.1 18.8
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.31 8.1 11.2 24.5 48.6 -- -- --
HDFC Tax Saver (G) Rank 4
4,525.59 7.3 9.0 24.3 64.9 32.0 26.6 16.6
Edelweiss ELSS Fund (G) Not Ranked
40.74 8.1 11.1 24.3 48.0 26.2 24.9 14.7
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.12 8.5 10.9 24.0 53.2 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.19 7.5 10.7 23.9 50.1 -- -- --
DWS Tax Saving Fund (G) Not Ranked
44.93 7.4 10.8 23.7 50.2 27.5 23.9 11.5
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.36 6.5 9.5 23.6 49.0 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.34 6.5 9.5 23.5 48.6 26.7 24.5 11.3
L&T Tax Advantage -Direct (G) Not Ranked
18.13 6.5 9.2 23.6 50.4 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
7.19 8.4 10.6 23.4 51.9 24.7 22.8 14.2
UTI Equity Tax Saving - Direct (G) Not Ranked
6.10 6.6 9.3 23.4 49.4 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
25.03 6.7 6.6 23.3 54.6 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.89 4.8 7.4 23.2 58.6 -- -- --
L&T Tax Advantage (G) Rank 4
1,410.66 6.5 9.0 23.2 49.4 25.0 23.4 15.5
BOI AXA Tax Advtg -RP (G) Not Ranked
36.81 6.4 9.3 23.1 47.6 25.9 23.9 10.9
L&T Long Term Adv. Fund - I (G) Not Ranked
1.75 8.1 10.9 23.0 51.5 26.9 24.1 13.3
Union KBC Tax Saver - Direct (G) Not Ranked
0.97 7.7 10.6 23.1 49.2 -- -- --
HDFC Long Term Advantage (G) Rank 3
1,082.39 6.6 6.5 23.0 53.8 31.0 26.7 16.9
Union KBC Tax Saver Scheme (G) Not Ranked
76.45 7.6 10.6 22.9 48.9 26.3 -- --
UTI Equity Tax Saving (G) Rank 3
499.12 6.5 9.0 22.9 48.5 24.5 22.6 12.5
HSBC Tax Saver Equity Fund (G) Rank 3
196.18 4.8 7.2 22.8 57.5 26.8 28.0 14.8
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 9.3 10.4 22.5 52.2 -- -- --
Quantum Tax Saving Fund (G) Not Ranked
24.19 4.6 7.0 22.5 46.9 26.6 25.7 16.8
UTI Long Term Advantage S2 (G) Not Ranked
135.11 6.5 7.9 22.3 51.3 24.8 22.9 13.5
UTI Long Term Advantage (G) Not Ranked
221.68 6.5 7.9 22.1 50.8 22.2 21.8 10.9
L&T Tax Saver Fund (G) Not Ranked
30.21 6.9 10.4 22.1 52.0 26.8 23.2 11.0
Birla SL Tax Savings (G) Not Ranked
24.68 9.2 10.2 22.0 50.5 22.9 20.1 13.4
Principal Tax Savings - Direct Not Ranked
0.53 6.3 8.8 21.8 60.6 -- -- --
Principal Tax Savings Rank 2
250.70 6.3 8.7 21.5 60.0 30.3 31.0 14.8
UTI Master Equity Plan (US) Not Ranked
1,573.80 7.0 8.0 21.2 44.5 24.2 22.5 13.2
IDFC Tax Saver Fund (G) Not Ranked
36.96 7.4 5.9 20.8 39.2 24.4 23.3 14.0
Principal Personal Tax Saver Rank 4
369.00 6.6 8.0 20.4 51.5 24.7 24.7 11.9
Taurus Tax Shield - Direct (G) Not Ranked
0.31 5.5 6.4 18.4 42.7 -- -- --
Taurus Tax Shield (G) Not Ranked
93.70 5.5 6.4 18.3 42.2 19.2 20.0 11.7
Tata Infra Tax Saving Fund (G) Not Ranked
6.79 7.4 9.4 17.5 57.1 17.3 17.6 4.5
Religare Invesco AGILE Tax (G) Not Ranked
6.03 8.6 4.9 16.7 23.9 12.7 14.7 7.9
Sahara Taxgain - Direct (G) Not Ranked
0.60 1.9 4.0 14.6 52.8 -- -- --
Sahara Taxgain (G) Not Ranked
11.82 1.9 3.9 14.4 52.4 25.6 23.9 14.5
Tata Tax Saving Fund - Direct (G) Not Ranked
0.00 6.7 -- -- -- -- -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.00 6.9 -- -- -- -- -- --
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 7.0 9.7 25.2 52.6 14.7 13.2 7.1

Note : Returns have been calculated based on NAV's as on Nov 28, 2014 & Index values as on Nov 28, 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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