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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 23, 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 8.0 15.6 56.4 105.3 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 7.9 15.4 55.8 103.9 36.5 29.8 21.2
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 7.5 15.5 50.2 91.3 35.9 26.5 13.3
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 6.7 13.6 45.3 91.6 38.6 -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 9.3 20.0 44.3 69.1 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 9.3 19.8 43.8 68.0 -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
74.77 2.8 6.3 41.5 71.1 -- -- --
HDFC Tax Saver (G) Rank 3
4,036.36 2.7 6.2 41.2 70.1 28.5 22.0 16.1
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 5.0 14.2 39.3 68.6 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
23.80 3.9 15.8 39.0 75.8 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 3.9 10.3 38.6 61.3 -- -- --
Religare Invesco Tax Plan (G) Rank 2
159.04 4.9 13.9 38.5 66.9 30.4 23.7 17.8
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 3.0 8.3 38.4 67.9 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
808.27 3.9 10.2 38.3 60.4 29.6 25.1 16.0
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 3.3 11.2 37.9 55.7 -- -- --
Principal Tax Savings - Direct Not Ranked
0.40 4.0 7.4 37.9 65.5 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 3.7 15.4 37.9 73.5 36.1 29.7 --
ICICI Pru Tax Plan (G) Rank 2
1,840.90 3.0 8.1 37.8 66.6 30.3 25.8 18.9
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 3.3 11.1 37.8 55.4 29.4 24.6 16.3
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 6.0 12.3 37.7 70.5 36.3 29.5 21.0
Principal Tax Savings Rank 2
227.71 3.9 7.2 37.6 64.9 31.0 27.4 14.1
Escorts Tax Plan - Direct (G) Not Ranked
0.01 2.9 15.9 37.4 55.1 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.49 5.2 3.0 37.3 65.3 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 5.2 2.9 37.1 64.9 25.5 21.4 14.4
Escorts Tax Plan (G) Not Ranked
2.72 2.8 15.7 37.0 56.0 15.7 9.0 3.4
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 4.2 9.3 36.8 63.5 -- -- --
JM Tax Gain Fund (G) Not Ranked
31.40 4.1 9.1 36.2 61.9 26.3 21.8 10.1
Reliance ELSF - Series 1 (G) Not Ranked
113.38 3.8 9.1 35.2 60.9 21.7 22.7 15.5
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 5.0 12.8 34.7 56.8 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 4.5 12.9 34.4 59.0 -- -- --
Franklin India Tax Shield (G) Rank 3
1,133.25 5.0 12.6 34.2 55.8 27.1 22.7 17.6
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 5.4 10.3 34.0 64.6 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 2.7 10.5 34.0 60.0 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 4.1 11.3 33.8 60.1 -- -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 4.4 12.6 33.7 57.6 29.3 23.8 16.4
SBI Magnum Tax Gain (G) Rank 3
4,327.68 2.6 10.4 33.7 59.3 26.8 23.7 13.8
Kotak Tax Saver - Direct (G) Not Ranked
1.12 4.0 11.2 33.6 54.5 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 5.3 10.1 33.5 63.5 27.9 25.4 15.1
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 4.0 11.1 33.3 59.1 28.2 22.8 12.2
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 4.1 11.1 33.2 58.9 -- -- --
Kotak Tax Saver (G) Rank 5
369.34 3.9 11.1 33.2 53.8 18.2 17.9 10.9
Tata Tax Saving Fund - Direct Not Ranked
1.47 4.9 11.3 33.0 44.7 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 2.8 9.1 32.9 61.4 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
135.05 4.0 10.9 32.6 57.7 27.4 22.4 14.0
Tata Tax Saving Fund Rank 3
144.15 4.8 11.1 32.5 43.5 22.9 19.7 13.8
HDFC Long Term Advantage (G) Rank 3
967.64 2.7 9.0 32.6 60.6 28.1 23.0 16.7
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 3.2 8.9 32.4 50.9 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 3.1 8.8 32.1 50.2 23.6 20.8 16.0
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 3.3 13.1 31.8 52.3 -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 1.5 1.6 31.7 53.7 12.1 11.3 3.9
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 3.4 9.1 31.6 49.3 -- -- --
Sundaram Tax Saver (G) Rank 5
1,139.83 3.4 9.0 31.3 48.8 20.9 19.9 10.1
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 3.7 8.4 31.3 38.5 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
30.84 3.2 12.8 31.1 50.8 23.7 20.2 9.8
Baroda Pioneer ELSS 96 Not Ranked
29.52 3.6 8.2 30.8 37.3 14.5 14.2 5.3
L&T Tax Advantage -Direct (G) Not Ranked
14.49 3.5 8.1 30.8 49.5 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
125.42 2.7 6.6 30.6 50.6 22.5 19.3 12.8
L&T Tax Advantage (G) Rank 4
1,262.67 3.5 8.0 30.4 48.6 23.3 19.5 15.2
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 4.5 11.0 30.3 46.1 23.4 19.8 14.8
UTI Long Term Advantage (G) Not Ranked
204.16 2.7 6.5 30.2 49.0 20.7 18.1 10.3
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 3.8 8.9 29.5 46.5 -- -- --
DWS Tax Saving Fund (G) Not Ranked
42.77 3.7 8.7 29.1 46.0 24.9 19.3 10.3
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 3.8 9.1 29.0 46.3 -- -- --
UTI Master Equity Plan (US) Not Ranked
1,428.55 2.9 7.0 28.8 44.7 22.1 19.3 12.5
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 2.8 7.6 28.8 48.8 -- -- --
UTI Equity Tax Saving (G) Rank 4
453.64 3.7 8.9 28.6 45.5 22.0 18.9 11.8
Quantum Tax Saving Fund (G) Not Ranked
20.43 2.6 5.6 28.3 49.9 24.2 22.8 16.8
ING Tax Saving -Direct (G) Not Ranked
0.05 1.9 6.0 28.3 46.9 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
5.99 2.7 7.3 28.2 47.6 21.5 18.3 13.0
Principal Personal Tax Saver Rank 4
353.73 2.9 7.0 28.2 50.0 23.0 20.5 11.2
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 3.0 7.9 27.9 47.4 -- -- --
L&T Tax Saver Fund (G) Not Ranked
28.82 2.9 6.2 27.7 51.0 22.7 18.4 9.7
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 3.0 7.8 27.7 47.0 24.2 20.7 11.3
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 4.3 8.6 27.5 44.9 -- -- --
ING Tax Saving (G) Not Ranked
23.44 1.8 5.7 27.4 45.0 20.6 15.6 11.9
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 2.9 7.7 27.3 46.1 23.5 20.1 10.8
Edelweiss ELSS Fund (G) Not Ranked
32.96 4.3 8.5 27.3 44.4 24.5 20.3 12.8
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 1.9 5.8 26.5 44.2 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 1.9 5.8 26.5 44.0 24.1 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.26 2.1 5.7 26.2 45.3 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 2.1 5.7 26.1 44.8 18.0 16.8 10.7
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 2.9 7.0 25.8 50.6 22.9 18.6 12.9
IDFC Tax Saver Fund (G) Not Ranked
34.86 1.2 8.0 23.7 38.5 23.1 20.4 13.7
Religare Invesco AGILE Tax (G) Not Ranked
6.19 -0.6 3.5 8.3 17.2 11.7 12.9 7.7
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 7.0 14.0 -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 7.0 14.0 -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 3.8 9.5 32.0 53.9 13.9 11.2 6.9

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

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