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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 Dec 17, 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 0.5 10.1 32.4 69.4 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
112.18 0.5 9.9 31.9 68.2 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
34.87 -2.5 4.7 22.0 63.3 36.5 -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.02 -1.8 4.4 21.9 55.2 -- -- --
Escorts Tax Plan (G) Not Ranked
3.02 -1.8 4.3 21.6 56.2 17.9 18.4 3.8
Axis Long Term Equity Fund (G) Rank 1
2,020.07 -2.6 4.3 21.0 60.8 35.6 35.4 22.3
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
37.93 -5.3 2.4 20.0 82.1 33.5 -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
31.48 -3.0 4.4 19.9 52.6 26.2 -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.40 -3.8 5.9 19.9 52.5 18.6 -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.50 -4.9 0.1 19.8 -- -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
16.39 -1.8 5.1 19.8 51.9 26.3 -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
28.06 -4.9 -- 19.7 -- -- -- --
Kotak Tax Saver (G) Rank 5
412.11 -3.8 5.8 19.5 51.8 18.6 23.6 11.8
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 -5.4 2.2 19.6 80.8 34.0 38.1 20.3
Franklin India Tax Shield (G) Rank 3
1,303.34 -3.0 4.1 19.4 51.5 26.6 27.2 17.2
Birla SL Tax Relief 96 (G) Rank 3
1,672.91 -1.9 4.9 19.4 51.0 26.7 29.5 12.5
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.13 -1.9 4.9 19.3 50.6 25.5 -- --
ICICI Pru RIGHT Fund (G) Not Ranked
66.71 -4.5 3.8 18.9 56.2 33.6 34.9 21.9
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.46 -2.6 2.7 18.8 45.2 23.8 -- --
Birla Sun Life Tax Plan (G) Rank 3
162.91 -1.9 4.7 18.8 49.4 25.7 28.9 14.3
Religare Invesco Tax Plan - DP (G) Not Ranked
2.06 -2.6 3.2 18.4 54.1 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
34.88 -2.7 2.4 18.2 43.8 23.6 24.5 11.3
SBI Tax Advantage Sr-2 (G) Not Ranked
47.21 -5.3 -0.4 17.6 67.6 29.6 -- --
Religare Invesco Tax Plan (G) Rank 2
183.93 -2.7 2.8 17.6 52.2 28.5 29.0 17.0
Reliance ELSF - Series 1 (G) Not Ranked
122.31 -5.1 4.0 16.2 53.1 22.5 30.7 15.5
Tata Tax Saving Fund - Direct (D) Not Ranked
2.04 -1.7 1.4 14.8 40.8 -- -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.30 -3.2 2.4 14.7 50.3 -- -- --
BNP Paribas Long Term Equity (G) Rank 2
249.55 -3.2 2.3 14.6 49.9 26.4 28.5 16.5
Tata Tax Saving Fund - Plan A (D) Rank 3
164.23 -1.8 1.1 14.3 39.5 20.7 22.8 12.7
Tata Tax Advantage Fund-1(G) Not Ranked
91.99 -2.1 1.1 13.8 42.3 21.8 22.9 14.0
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.31 -4.3 2.1 13.8 38.4 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
5.24 -4.8 -- 13.7 39.4 24.3 -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
394.83 -6.6 -4.5 13.7 58.6 26.4 30.1 11.7
Edelweiss ELSS Fund (G) Not Ranked
40.74 -4.3 2.0 13.6 37.9 22.3 24.6 13.7
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 -1.9 5.0 12.9 45.1 -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.75 -3.0 2.8 12.8 42.3 21.9 24.3 12.0
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
231.04 -5.0 -0.5 12.8 37.8 23.9 27.8 15.6
DSP-BRTax Saver Fund -Direct (G) Not Ranked
6.96 -4.2 0.4 12.7 49.7 24.0 -- --
Birla SL Tax Savings (G) Not Ranked
24.68 -1.9 4.9 12.4 43.6 20.0 20.2 12.0
DSP-BRTax Saver Fund (G) Rank 3
927.87 -4.3 0.3 12.4 48.9 25.0 29.5 15.0
JM Tax Gain Fund -Direct (G) Not Ranked
0.07 -5.8 1.2 12.3 51.0 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.36 -3.8 1.2 12.3 41.1 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
8.26 -5.1 0.6 12.1 41.4 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.34 -3.9 1.1 12.1 40.6 22.9 24.0 9.7
JM Tax Gain Fund (G) Not Ranked
33.36 -5.8 1.0 11.9 49.5 23.1 27.2 8.8
Sundaram Tax Saver (G) Rank 5
1,190.75 -5.2 0.5 11.9 40.8 18.6 22.7 10.3
BOI AXA Tax Advtg -RP (G) Not Ranked
36.81 -3.9 0.9 11.7 39.7 22.2 23.4 9.3
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 -5.2 -0.8 11.8 46.6 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.12 -3.9 2.7 11.7 43.8 -- -- --
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.10 -4.6 1.2 11.6 32.7 14.4 -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.19 -3.8 1.3 11.5 41.5 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,777.58 -5.2 -0.9 11.5 45.9 23.7 27.2 12.8
UTI Equity Tax Saving - Direct (G) Not Ranked
6.10 -4.0 1.0 11.4 39.7 20.3 -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
18.68 -4.4 0.6 11.4 42.6 -- -- --
DWS Tax Saving Fund (G) Not Ranked
44.93 -3.8 1.3 11.4 41.1 23.4 23.7 10.2
Baroda Pioneer ELSS 96 Not Ranked
33.59 -4.6 1.0 11.3 31.7 14.4 18.0 5.7
Can Robeco Eqty TaxSaver (G) Rank 4
787.13 -4.4 0.5 11.3 42.0 20.9 24.1 15.4
JPMorgan Tax Advantage (G) Not Ranked
7.19 -3.9 2.4 11.2 42.5 20.5 22.5 13.1
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.89 -4.5 -1.0 11.2 47.1 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
18.13 -3.9 0.8 11.2 41.2 -- -- --
UTI Equity Tax Saving (G) Rank 3
499.12 -4.0 0.8 11.0 38.8 20.7 22.5 11.3
Union KBC Tax Saver - Direct (G) Not Ranked
0.97 -4.2 2.3 10.9 40.1 21.0 -- --
L&T Tax Advantage (G) Rank 4
1,410.66 -3.9 0.7 10.9 40.4 21.2 23.3 14.5
HSBC Tax Saver Equity Fund (G) Rank 3
196.18 -4.6 -1.2 10.8 46.1 22.6 27.9 13.8
Union KBC Tax Saver Scheme (G) Not Ranked
76.45 -4.2 2.2 10.8 39.8 21.7 24.4 --
L&T Tax Saver Fund (G) Not Ranked
30.21 -3.7 1.7 10.5 41.9 22.6 23.2 9.8
ICICI Pru Tax Plan- Direct (G) Not Ranked
44.58 -4.4 -1.0 10.5 50.3 -- -- --
ICICI Pru Tax Plan (G) Rank 2
2,123.44 -4.4 -1.2 10.0 49.1 26.9 29.7 16.6
HDFC Tax Saver - Direct (G) Not Ranked
95.72 -4.2 -0.1 9.7 53.5 25.6 -- --
HDFC Tax Saver (G) Rank 4
4,525.59 -4.2 -0.2 9.5 52.7 26.2 25.9 14.9
UTI Master Equity Plan (US) Not Ranked
1,573.80 -4.3 -0.4 8.7 35.8 19.5 21.8 11.9
IDFC Tax Saver Fund (G) Not Ranked
36.96 -4.1 -0.7 8.3 29.6 19.7 22.7 12.7
HDFC Long Term Advant. - Direct (G) Not Ranked
25.03 -5.5 -2.4 8.4 42.6 24.4 -- --
HDFC Long Term Advantage (G) Rank 3
1,082.39 -5.6 -2.5 8.1 41.9 25.2 26.1 15.3
Principal Tax Savings - Direct Not Ranked
0.53 -6.8 -1.7 8.0 46.6 -- -- --
Quantum Tax Saving Fund (G) Not Ranked
24.19 -4.6 -0.9 7.8 37.4 22.0 25.1 15.2
Principal Tax Savings Rank 2
250.70 -6.8 -1.9 7.7 45.9 23.8 30.6 13.2
UTI Long Term Advantage S2 (G) Not Ranked
135.11 -5.8 -1.1 7.6 40.1 20.0 22.6 12.0
UTI Long Term Advantage (G) Not Ranked
221.68 -5.9 -1.1 7.6 39.6 17.7 21.7 9.5
Principal Personal Tax Saver Rank 4
369.00 -5.5 -1.6 7.5 39.6 19.0 23.7 10.4
Tata Infra Tax Saving Fund (G) Not Ranked
6.79 -4.2 2.0 6.5 49.0 13.9 18.7 3.8
Religare Invesco AGILE Tax (G) Not Ranked
6.03 -1.6 -0.5 6.1 15.4 9.3 13.0 7.0
Taurus Tax Shield - Direct (G) Not Ranked
0.31 -5.9 -2.3 5.4 31.5 12.8 -- --
Taurus Tax Shield (G) Not Ranked
93.70 -5.9 -2.3 5.4 31.1 13.6 18.9 9.5
Sahara Taxgain - Direct (G) Not Ranked
0.60 -7.2 -6.4 1.8 40.1 -- -- --
Sahara Taxgain (G) Not Ranked
11.82 -7.2 -6.4 1.7 39.7 19.0 23.1 12.8
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.00 -2.0 -- -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
0.00 -1.3 -- -- -- -- -- --
CATEGORY AVERAGE -3.9 1.2 12.9 43.2 16.3 13.4 6.7

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