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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 Jan 30, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
IDBI Equity Advantage -Direct (G) Not Ranked
1.79 7.2 20.4 41.7 92.9 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
172.69 7.1 20.2 41.1 91.7 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.76 7.9 14.9 33.3 77.3 25.9 -- --
Kotak Tax Saver (G) Rank 3
458.12 7.8 14.7 32.9 76.3 25.3 24.3 14.8
Birla SL Tax Relief 96-Direct (G) Not Ranked
20.10 8.2 18.0 31.7 77.0 36.7 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
58.71 5.7 11.3 31.7 108.2 43.9 -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.02 7.0 16.2 31.6 79.0 27.7 -- --
Birla SL Tax Relief 96 (G) Rank 2
1,788.89 8.2 17.8 31.2 75.7 35.6 31.0 16.1
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.64 8.2 17.8 31.2 75.3 35.7 -- --
Reliance Tax Saver (ELSS) (G) Rank 1
3,398.91 5.6 11.1 31.2 106.6 43.0 36.3 22.5
Escorts Tax Plan (G) Not Ranked
3.18 6.4 15.5 30.6 77.2 27.4 16.6 5.7
Birla Sun Life Tax Plan (G) Rank 3
188.94 8.1 17.4 30.4 73.6 34.5 30.2 17.6
Franklin (I) Tax Shield -Direct (G) Not Ranked
40.19 6.3 12.9 28.7 72.9 33.0 -- --
Axis Long Term Equity - Direct (G) Not Ranked
49.22 6.2 12.8 28.4 84.2 45.7 -- --
Franklin India Tax Shield (G) Rank 2
1,459.91 6.2 12.7 28.2 71.6 32.1 28.1 19.6
Axis Long Term Equity Fund (G) Rank 1
2,933.79 6.1 12.4 27.3 81.3 43.9 36.2 25.0
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 8.2 17.5 26.8 68.4 28.4 -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.68 6.3 13.2 26.5 65.2 30.6 -- --
ICICI Pru RIGHT Fund (G) Not Ranked
68.25 4.1 10.0 26.4 77.9 39.3 36.0 24.3
Birla SL Tax Savings (G) Not Ranked
25.28 8.1 17.4 26.3 66.7 27.1 23.0 14.7
LIC NOMURA Tax Plan (G) Not Ranked
37.85 6.3 12.9 25.9 63.6 29.3 24.5 14.0
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.58 8.4 12.3 25.7 71.8 33.1 -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.08 7.6 11.1 25.6 79.0 33.7 -- --
Reliance ELSF - Series 1 (G) Not Ranked
130.64 2.9 11.3 25.5 66.5 28.6 27.7 17.4
BNP Paribas Long Term Equity (G) Rank 2
290.50 8.4 12.2 25.5 71.4 32.7 29.9 19.5
L&T Long Term Adv. Fund - I (G) Not Ranked
1.82 6.1 13.2 25.5 58.8 28.4 24.5 14.3
JM Tax Gain Fund (G) Not Ranked
33.91 7.5 10.9 25.2 77.2 32.7 25.8 11.9
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
6.22 7.7 14.9 24.8 64.2 32.1 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.16 7.6 12.1 24.3 63.9 28.4 -- --
Tata Tax Saving Fund - Direct (D) Not Ranked
2.57 7.2 13.1 24.3 64.9 29.4 -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
2.57 5.4 10.9 24.2 71.2 33.9 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
9.64 5.9 10.4 24.0 62.4 24.8 -- --
Sundaram Tax Saver (G) Rank 5
1,205.58 5.8 10.3 23.7 61.8 24.4 23.1 13.3
L&T Tax Saver Fund (G) Not Ranked
31.41 5.4 11.0 23.6 59.9 29.4 23.2 12.4
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
262.05 7.5 14.3 23.6 61.9 31.2 28.9 18.2
JPMorgan Tax Advantage (G) Not Ranked
8.29 7.3 11.6 23.5 62.2 27.2 23.0 15.7
Tata Infra Tax Saving Fund (G) Not Ranked
6.88 6.4 14.2 23.4 78.8 23.2 17.9 6.2
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.36 7.1 12.3 23.3 57.2 29.2 -- --
Tata Tax Advantage Fund-1(G) Not Ranked
95.94 7.3 12.3 23.2 59.9 28.7 24.4 16.5
Religare Invesco Tax Plan (G) Rank 2
202.61 5.2 10.3 23.2 68.8 32.6 28.5 18.8
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.66 2.0 8.0 23.2 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
31.03 2.0 8.0 23.1 -- -- -- --
Edelweiss ELSS Fund (G) Not Ranked
31.00 7.0 12.2 23.0 56.6 28.8 25.2 16.8
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.14 5.4 9.0 22.9 50.6 19.6 -- --
Baroda Pioneer ELSS 96 Not Ranked
37.35 5.3 8.8 22.5 49.4 18.8 16.9 8.1
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.53 6.0 9.5 22.4 57.2 30.8 -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
51.98 2.1 7.3 22.4 78.1 34.4 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.29 5.9 9.2 22.1 56.5 30.3 24.6 12.2
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.02 5.8 8.8 21.9 67.4 29.8 -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
40.78 5.9 9.1 21.7 55.5 29.5 23.9 11.7
DWS Tax Saving Fund -Direct (G) Not Ranked
0.20 6.3 9.3 21.6 59.4 29.2 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
8.75 5.5 9.3 21.6 67.0 31.1 -- --
HSBC Tax Saver Equity Fund (G) Rank 3
198.29 5.8 8.7 21.5 66.3 28.8 28.4 16.4
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
21.32 6.4 9.8 21.4 62.1 27.6 -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
66.47 7.7 10.5 21.4 65.6 31.8 -- --
DWS Tax Saving Fund (G) Not Ranked
45.84 6.2 9.1 21.3 58.9 28.0 23.9 12.2
Can Robeco Eqty TaxSaver (G) Rank 4
828.92 6.3 9.7 21.2 61.4 27.0 25.0 17.3
DSP-BRTax Saver Fund (G) Rank 3
1,010.26 5.5 9.2 21.2 66.1 30.6 29.3 17.2
IDFC Tax Saver Fund (G) Not Ranked
37.05 10.2 13.4 21.1 51.4 26.8 24.5 15.6
SBI Magnum Tax Gain (G) Rank 3
4,936.06 7.7 10.4 21.1 64.8 31.2 27.7 15.8
L&T Tax Advantage -Direct (G) Not Ranked
21.37 5.2 9.1 21.0 60.8 27.7 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
1.17 5.6 10.4 20.7 57.2 27.2 -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
8.05 6.3 9.5 20.7 56.7 26.6 -- --
Union KBC Tax Saver Scheme (G) Not Ranked
85.04 5.5 10.4 20.6 56.8 27.0 26.0 --
L&T Tax Advantage (G) Rank 4
1,509.82 5.2 8.9 20.6 59.8 26.9 23.1 16.6
UTI Equity Tax Saving (G) Rank 3
532.06 6.2 9.2 20.1 55.6 25.9 23.1 13.7
ICICI Pru Tax Plan- Direct (G) Not Ranked
56.86 5.6 7.0 19.5 66.2 32.7 -- --
ICICI Pru Tax Plan (G) Rank 3
2,283.67 5.5 6.8 19.0 64.8 31.8 28.4 18.3
HDFC Tax Saver - Direct (G) Not Ranked
115.70 3.5 6.3 18.8 69.3 30.5 -- --
Tata Tax Saving Fund - Plan A (D) Rank 3
176.58 7.1 8.3 18.7 56.9 24.7 22.6 14.7
HDFC Tax Saver (G) Rank 4
4,794.48 3.4 6.2 18.5 68.5 29.8 25.0 16.3
UTI Master Equity Plan (US) Not Ranked
1,650.02 5.9 8.2 18.5 52.9 23.9 22.1 14.2
Principal Personal Tax Saver Rank 4
370.26 6.5 7.7 18.4 56.3 25.0 23.8 13.1
Principal Tax Savings - Direct Not Ranked
0.67 5.0 6.8 18.2 63.5 30.7 -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
405.10 3.6 5.0 18.2 75.4 33.1 30.2 14.3
Principal Tax Savings Rank 3
260.43 4.9 6.6 17.9 62.8 30.1 30.0 15.5
UTI Long Term Advantage S2 (G) Not Ranked
137.34 5.6 7.8 16.9 56.7 25.3 23.0 14.4
UTI Long Term Advantage (G) Not Ranked
225.94 5.6 7.8 16.8 56.2 23.6 21.5 11.7
Taurus Tax Shield - Direct (G) Not Ranked
0.34 6.4 7.5 16.1 50.6 19.1 -- --
Taurus Tax Shield (G) Not Ranked
92.48 6.4 7.5 16.0 50.2 19.4 19.5 12.4
HDFC Long Term Advant. - Direct (G) Not Ranked
32.07 3.5 4.4 13.1 54.0 27.7 -- --
HDFC Long Term Advantage (G) Rank 5
1,133.66 3.4 4.3 12.8 53.2 27.0 24.6 16.6
Quantum Tax Saving Fund (G) Not Ranked
27.82 2.3 2.1 12.6 49.4 23.3 22.6 16.4
Religare Invesco AGILE Tax (G) Not Ranked
5.74 4.5 8.2 11.3 22.3 14.4 14.7 9.5
Sahara Taxgain - Direct (G) Not Ranked
0.67 3.6 2.3 10.8 51.6 26.8 -- --
Sahara Taxgain (G) Not Ranked
11.66 3.5 2.2 10.6 51.2 26.4 21.9 15.0
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.30 7.1 12.8 -- -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
2.73 7.6 14.0 -- -- -- -- --
CATEGORY AVERAGE 5.9 10.4 22.2 62.0 27.2 22.5 13.2

Note : Returns have been calculated based on NAV's as on Jan 30, 2015 & Index values as on Jan 30, 2015

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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