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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 Aug 19, 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
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 0.8 14.5 38.2 70.0 35.1 26.5 --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 2.8 18.1 43.1 76.7 35.0 27.1 --
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 1.5 18.4 44.0 80.7 34.7 -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 0.9 17.4 61.8 102.4 33.8 26.6 21.4
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 2.1 18.9 45.3 80.0 32.3 21.7 12.9
Principal Tax Savings Rank 2
227.71 2.5 12.3 42.8 71.7 31.7 25.7 15.6
ICICI Pru Tax Plan (G) Rank 2
1,840.90 3.9 12.3 43.9 71.5 31.3 24.3 20.6
HDFC Tax Saver (G) Rank 3
4,036.36 2.4 11.8 47.7 76.7 29.8 20.0 18.3
HDFC Long Term Advantage (G) Rank 3
967.64 3.2 13.7 38.1 67.3 29.5 21.4 18.4
DSP-BRTax Saver Fund (G) Rank 3
808.27 2.8 14.4 41.2 65.2 29.4 22.9 17.4
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 4.3 15.8 41.1 59.2 29.4 22.4 18.0
Religare Invesco Tax Plan (G) Rank 2
159.04 4.1 16.5 39.8 67.3 28.9 20.6 18.8
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 1.5 14.4 32.4 59.7 27.9 22.6 17.8
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 1.7 12.1 39.6 68.7 27.5 22.8 16.5
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 1.7 15.9 37.0 62.5 27.2 20.0 14.0
Birla Sun Life Tax Plan (G) Rank 3
135.05 1.6 15.7 36.3 61.1 26.4 19.9 14.7
SBI Magnum Tax Gain (G) Rank 3
4,327.68 2.6 14.8 38.4 66.5 26.3 22.1 15.4
JM Tax Gain Fund (G) Not Ranked
31.40 2.7 12.3 44.7 70.4 26.2 20.0 11.4
Franklin India Tax Shield (G) Rank 3
1,133.25 4.2 14.2 37.6 59.6 26.1 20.9 18.3
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 1.1 10.5 31.9 50.1 25.4 -- --
DWS Tax Saving Fund (G) Not Ranked
42.77 2.5 10.1 34.3 51.3 24.9 17.3 11.9
Quantum Tax Saving Fund (G) Not Ranked
20.43 3.4 10.0 34.1 54.5 24.9 21.6 18.6
Sahara Taxgain (G) Not Ranked
10.96 -1.3 7.7 37.3 65.1 24.5 18.4 15.8
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 2.1 10.8 30.5 54.8 24.1 18.6 12.7
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 2.5 12.3 36.7 54.1 23.8 18.7 17.0
IDFC Tax Saver Fund (G) Not Ranked
34.86 2.0 9.6 26.2 45.5 23.6 19.7 15.5
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 2.0 10.7 30.1 53.9 23.5 18.1 12.3
Edelweiss ELSS Fund (G) Not Ranked
32.96 1.3 10.8 27.3 48.5 23.5 17.9 14.2
Principal Personal Tax Saver Rank 4
353.73 1.7 9.6 35.1 56.4 23.4 18.6 13.0
LIC NOMURA Tax Plan (G) Not Ranked
30.84 3.1 15.7 33.3 54.2 23.4 17.8 11.1
UTI Long Term Advantage S2 (G) Not Ranked
125.42 1.9 11.4 36.6 56.9 23.0 17.4 14.4
L&T Tax Advantage (G) Rank 4
1,262.67 1.9 10.4 35.6 51.6 22.8 17.4 16.6
UTI Master Equity Plan (US) Not Ranked
1,428.55 3.3 10.6 33.8 52.1 22.7 18.0 13.9
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 1.2 8.3 28.9 54.3 22.2 16.3 14.9
UTI Equity Tax Saving (G) Rank 4
453.64 2.3 11.5 32.3 50.5 21.8 16.5 13.1
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 2.9 13.0 32.5 49.9 21.8 17.3 15.8
ING Tax Saving (G) Not Ranked
23.44 2.4 8.9 34.1 53.4 21.6 14.4 14.1
L&T Tax Saver Fund (G) Not Ranked
28.82 0.5 7.6 32.6 55.1 21.5 15.7 11.3
UTI Long Term Advantage (G) Not Ranked
204.16 1.9 11.3 36.2 52.9 21.5 16.4 11.8
Tata Tax Saving Fund Rank 3
144.15 2.7 13.7 35.1 47.3 21.4 17.2 14.6
JPMorgan Tax Advantage (G) Not Ranked
5.99 1.8 10.1 34.0 53.3 21.3 16.4 14.7
Reliance ELSF - Series 1 (G) Not Ranked
113.38 0.6 11.1 36.6 58.4 20.9 19.7 16.7
Sundaram Tax Saver (G) Rank 5
1,139.83 2.3 11.3 35.3 53.8 20.2 17.2 11.9
Taurus Tax Shield (G) Not Ranked
90.33 2.1 8.9 32.7 51.7 19.5 15.2 12.4
Kotak Tax Saver (G) Rank 5
369.34 4.5 13.5 37.7 55.1 18.2 15.9 12.2
Escorts Tax Plan (G) Not Ranked
2.72 4.2 16.2 40.0 54.5 17.0 8.3 4.2
Baroda Pioneer ELSS 96 Not Ranked
29.52 1.6 11.3 24.1 44.4 15.1 12.1 6.9
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 0.3 8.0 47.1 62.8 13.7 9.8 5.5
Religare Invesco AGILE Tax (G) Not Ranked
6.19 2.3 10.2 10.8 31.8 12.8 13.3 10.7
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 2.1 20.8 -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 2.1 20.8 -- -- -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 2.5 12.4 37.0 54.8 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 2.6 14.9 38.7 67.3 -- -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 1.7 15.9 36.8 62.2 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 1.7 16.1 37.6 63.6 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 1.6 14.7 33.0 61.0 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 1.1 10.6 32.0 50.5 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 2.1 10.9 30.7 55.3 -- -- --
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 4.3 15.9 41.2 59.5 -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 4.3 14.4 38.0 60.6 -- -- --
Tata Tax Saving Fund - Direct Not Ranked
1.47 2.8 13.9 35.6 48.5 -- -- --
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 1.6 11.5 24.6 45.6 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
23.80 2.9 18.4 44.2 78.8 -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 2.3 11.7 32.7 51.2 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 2.3 11.4 35.6 54.3 -- -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 0.9 17.6 62.4 103.7 -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 2.8 14.6 41.6 66.0 -- -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 2.5 9.2 35.0 55.4 -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.01 4.3 16.3 40.3 53.5 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 1.4 20.8 40.4 -- -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 1.3 20.6 40.0 -- -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 1.8 12.3 40.1 69.8 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 1.3 10.9 27.6 49.1 -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
74.77 2.4 11.9 48.1 77.8 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 3.3 13.9 38.5 68.2 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 3.2 16.0 33.9 55.7 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 2.5 10.3 34.9 51.8 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
14.49 1.9 10.6 36.0 52.5 -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 3.9 12.5 44.5 72.9 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 4.2 16.9 40.5 69.0 -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.26 2.1 8.9 33.0 52.3 -- -- --
Principal Tax Savings - Direct Not Ranked
0.40 2.6 12.4 43.0 72.3 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.12 4.5 13.6 38.1 55.9 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 1.9 10.4 34.6 54.6 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 2.8 12.5 45.6 72.1 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.49 -1.2 7.8 37.5 65.6 -- -- --
CATEGORY AVERAGE 2.2 12.8 35.4 56.2 13.8 10.1 7.4

Note : Returns have been calculated based on NAV's as on Aug 19, 2014 & Index values as on Aug 20, 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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