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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 Oct 01, 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 2.7 6.9 46.5 100.2 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 2.7 6.7 46.0 98.9 33.4 29.8 20.6
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 2.3 10.2 42.5 86.2 33.1 26.8 13.3
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 7.0 14.7 41.8 68.0 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 6.9 14.5 41.3 66.8 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 2.3 8.5 40.3 86.5 35.3 -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 1.9 8.5 40.3 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 1.9 8.5 40.1 -- -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
23.80 1.2 10.0 36.6 74.0 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 1.0 9.6 35.4 71.6 34.2 29.9 --
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 2.2 10.0 34.9 64.7 -- -- --
Religare Invesco Tax Plan (G) Rank 2
159.04 2.1 9.6 34.1 63.0 29.3 23.9 17.6
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 2.2 9.5 33.6 69.1 34.9 30.3 21.0
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 0.9 7.9 33.2 54.0 -- -- --
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 0.9 7.9 33.1 53.8 28.2 24.4 16.3
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 0.2 5.2 32.6 64.9 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 -0.1 5.7 32.2 57.4 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,840.90 0.1 5.0 32.1 63.6 29.6 26.1 18.5
Escorts Tax Plan - Direct (G) Not Ranked
0.01 1.4 10.9 32.0 54.4 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
808.27 -0.2 5.5 31.9 56.6 27.1 24.9 15.6
HDFC Tax Saver - Direct (G) Not Ranked
74.77 -1.7 1.3 31.8 65.8 -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 1.4 10.7 31.6 55.3 13.8 9.5 3.5
HDFC Tax Saver (G) Rank 3
4,036.36 -1.7 1.1 31.5 64.8 26.1 21.6 15.4
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 1.9 7.9 30.6 54.4 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 0.6 4.7 30.4 61.5 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 0.2 6.1 30.2 57.5 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 0.2 6.0 29.9 56.8 25.2 23.6 13.6
JM Tax Gain Fund (G) Not Ranked
31.40 0.5 4.5 29.9 59.9 24.5 21.6 9.8
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 1.7 7.5 29.9 53.0 27.6 23.9 16.1
Kotak Tax Saver - Direct (G) Not Ranked
1.12 0.6 7.6 29.7 51.2 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 1.1 7.1 29.7 56.2 -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 1.6 9.7 29.6 56.8 -- -- --
Kotak Tax Saver (G) Rank 5
369.34 0.6 7.4 29.3 50.5 16.6 17.7 10.8
Sahara Taxgain - Direct (G) Not Ranked
0.49 -0.4 -1.4 29.2 59.9 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 1.1 6.9 29.2 55.2 26.2 22.8 12.1
Franklin India Tax Shield (G) Rank 3
1,133.25 1.5 9.5 29.2 55.7 25.9 22.4 17.4
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 1.1 6.9 29.1 54.8 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 0.7 9.3 29.0 50.1 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 -0.5 -1.5 29.0 59.5 23.1 21.2 14.1
Principal Tax Savings - Direct Not Ranked
0.40 -0.4 2.7 29.0 60.7 -- -- --
Principal Tax Savings Rank 2
227.71 -0.4 2.6 28.7 60.1 28.2 27.0 13.7
Birla Sun Life Tax Plan (G) Rank 3
135.05 1.1 6.7 28.7 53.8 25.4 22.3 13.7
Tata Tax Saving Fund - Direct Not Ranked
1.47 1.5 7.1 28.5 43.0 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
30.84 0.6 9.0 28.4 48.6 22.7 19.9 9.8
Tata Tax Saving Fund Rank 3
144.15 1.4 6.8 28.0 41.8 21.5 19.3 13.4
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 -0.9 5.0 26.9 47.5 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 -0.3 4.4 26.6 59.2 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 -0.9 4.9 26.6 46.8 21.8 20.5 15.6
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 0.7 4.5 26.5 38.1 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
113.38 1.2 3.9 26.5 57.1 18.9 22.4 15.2
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 -0.3 4.2 26.2 58.1 24.9 24.5 14.7
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 0.2 5.3 26.2 47.7 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 1.7 7.1 26.2 44.8 22.0 19.5 14.5
Baroda Pioneer ELSS 96 Not Ranked
29.52 0.6 4.3 26.1 36.9 13.8 14.1 5.1
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 0.8 6.0 25.9 44.7 -- -- --
Sundaram Tax Saver (G) Rank 5
1,139.83 0.2 5.2 25.9 47.2 18.5 19.4 10.1
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 -1.6 5.1 25.7 58.2 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
125.42 -0.5 3.4 25.6 47.3 20.8 18.8 12.3
HDFC Long Term Advantage (G) Rank 3
967.64 -1.6 5.0 25.4 57.3 26.1 22.7 16.1
UTI Equity Tax Saving (G) Rank 4
453.64 0.7 5.8 25.4 43.9 20.9 18.6 11.6
UTI Long Term Advantage (G) Not Ranked
204.16 -0.5 3.4 25.3 46.1 19.1 17.6 9.9
L&T Tax Advantage -Direct (G) Not Ranked
14.49 -0.4 4.4 25.0 46.4 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 0.1 4.8 24.7 43.3 -- -- --
L&T Tax Advantage (G) Rank 4
1,262.67 -0.4 4.2 24.6 45.6 21.5 18.8 14.7
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 -0.6 3.3 24.5 46.6 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 1.5 5.6 24.6 43.0 -- -- --
DWS Tax Saving Fund (G) Not Ranked
42.77 0.3 4.8 24.5 43.1 23.1 19.3 10.0
Edelweiss ELSS Fund (G) Not Ranked
32.96 1.5 5.5 24.3 42.4 22.7 20.5 12.8
JPMorgan Tax Advantage (G) Not Ranked
5.99 -0.7 3.0 23.9 45.4 19.8 17.7 12.7
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 -0.9 3.9 23.4 44.0 -- -- --
L&T Tax Saver Fund (G) Not Ranked
28.82 0.8 3.4 23.4 49.3 21.8 18.4 9.7
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 -1.0 3.9 23.2 43.6 22.3 20.0 11.0
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 -3.2 -3.7 23.1 49.1 10.1 10.8 3.4
ING Tax Saving -Direct (G) Not Ranked
0.05 -1.3 2.6 22.9 43.0 -- -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 -1.0 3.7 22.8 42.7 21.5 19.4 10.6
UTI Master Equity Plan (US) Not Ranked
1,428.55 -0.7 4.3 22.5 41.9 20.4 18.9 12.0
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 -0.4 3.0 22.5 42.8 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 -0.4 2.9 22.4 42.5 22.8 -- --
Quantum Tax Saving Fund (G) Not Ranked
20.43 -0.6 3.5 22.4 46.7 23.0 22.6 16.6
ING Tax Saving (G) Not Ranked
23.44 -1.4 2.3 22.1 41.2 18.4 14.9 11.5
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 0.9 5.2 21.8 48.4 21.9 19.1 12.7
Taurus Tax Shield - Direct (G) Not Ranked
0.26 -1.3 2.6 21.7 43.3 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 -1.3 2.6 21.6 42.8 16.3 16.6 10.3
Principal Personal Tax Saver Rank 4
353.73 -1.6 2.3 21.6 45.1 20.7 20.1 10.8
IDFC Tax Saver Fund (G) Not Ranked
34.86 -1.4 3.5 19.6 35.6 21.8 20.0 13.2
Religare Invesco AGILE Tax (G) Not Ranked
6.19 -6.8 -4.7 2.2 11.7 6.9 10.9 6.9
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 0.4 5.4 27.9 51.0 12.9 11.1 6.7

Note : Returns have been calculated based on NAV's as on Oct 01, 2014 & Index values as on Oct 01, 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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