Election 2014
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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 Apr 18, 2014
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Mutual Fund Scheme Crisil Rank AUM
(Rs. cr.)
Dec 13
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Axis Long Term Equity Fund (G) Rank 1
748.82 3.2 11.0 22.4 33.1 22.2 15.6 --
ICICI Pru RIGHT Fund (G) Not Ranked
59.91 3.9 9.7 18.7 32.8 20.3 16.2 --
SBI Tax Advantage Sr-2 (G) Not Ranked
29.73 5.2 12.7 30.0 28.6 20.2 -- --
ICICI Pru Tax Plan (G) Rank 2
1,497.77 6.5 10.6 20.5 30.1 19.1 10.4 24.4
Principal Tax Savings Rank 2
198.51 7.5 9.9 18.9 27.3 18.6 10.3 17.1
HSBC Tax Saver Equity Fund (G) Rank 3
167.29 5.1 12.6 19.0 23.6 18.4 10.3 19.2
IDFC Tax Advantage (ELSS) (G) Rank 2
160.23 3.7 4.9 13.6 23.6 17.5 9.3 18.7
IDFC Tax Saver Fund (G) Not Ranked
34.04 4.0 5.2 8.6 20.5 16.4 9.0 18.4
Quantum Tax Saving Fund (G) Not Ranked
14.63 5.1 12.0 16.0 22.0 16.3 9.9 22.3
Religare Invesco Tax Plan (G) Rank 2
137.69 5.1 8.7 17.0 23.4 16.2 9.9 21.4
DSP-BRTax Saver Fund (G) Rank 3
722.92 5.2 7.9 13.9 21.8 16.2 8.4 19.7
Birla SL Tax Relief 96 (G) Rank 3
1,394.59 3.9 7.4 16.0 23.7 16.2 7.0 18.0
HDFC Long Term Advantage (G) Rank 3
828.23 5.4 10.8 18.8 25.7 16.1 9.3 21.9
Union KBC Tax Saver Scheme (G) Not Ranked
53.87 4.0 7.9 12.6 17.6 15.9 -- --
Birla Sun Life Tax Plan (G) Rank 3
115.40 3.9 7.2 15.5 22.9 15.7 8.1 16.8
BNP Paribas Tax Advantage Plan (G) Rank 1
144.47 4.5 8.2 10.6 22.3 15.6 12.0 19.1
SBI Magnum Tax Gain (G) Rank 3
4,051.57 4.4 8.7 15.9 22.9 15.5 9.3 17.6
DWS Tax Saving Fund (G) Not Ranked
44.54 4.0 8.7 9.7 19.1 15.1 5.6 13.7
Principal Personal Tax Saver Rank 4
338.39 4.7 10.0 13.9 22.7 14.9 6.3 16.6
Reliance Tax Saver (ELSS) (G) Rank 3
1,852.11 8.8 17.7 32.0 29.7 14.5 10.8 21.5
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.53 3.4 6.8 10.5 23.0 14.5 7.3 18.0
Franklin India Tax Shield (G) Rank 3
954.92 3.8 9.6 14.9 22.0 14.3 9.5 20.5
BOI AXA Tax Advtg -RP (G) Not Ranked
27.01 3.3 6.6 10.2 22.3 14.0 6.8 17.6
SBI Tax Advantage Sr-1 (G) Not Ranked
311.09 6.0 11.5 27.8 25.6 13.8 7.3 16.5
Edelweiss ELSS Fund (G) Not Ranked
22.09 3.8 5.7 10.6 22.1 13.6 9.3 16.3
L&T Long Term Adv. Fund - I (G) Not Ranked
1.59 6.0 8.8 17.4 25.6 13.6 6.6 18.0
HDFC Tax Saver (G) Rank 4
3,386.28 8.9 13.4 21.8 25.8 13.4 6.9 20.9
L&T Tax Saver Fund (G) Not Ranked
26.90 6.4 9.1 16.8 26.5 13.3 4.3 16.1
Can Robeco Eqty TaxSaver (G) Rank 3
597.49 5.3 7.8 11.7 18.1 13.1 8.7 21.7
UTI Master Equity Plan (US) Not Ranked
1,254.19 5.1 8.4 11.2 18.3 13.0 6.8 15.6
UTI Long Term Advantage S2 (G) Not Ranked
117.68 4.8 9.3 13.6 16.8 12.9 6.8 16.2
Sahara Taxgain (G) Not Ranked
10.22 8.1 9.8 21.6 28.7 12.9 8.0 19.7
L&T Tax Advantage (G) Rank 4
1,105.37 4.5 8.4 11.6 20.3 12.7 6.3 19.8
UTI Equity Tax Saving (G) Rank 4
425.54 4.7 7.0 10.6 17.1 12.7 6.0 15.7
JM Tax Gain Fund (G) Not Ranked
29.20 4.6 12.3 17.5 19.8 12.6 4.6 11.3
Tata Tax Advantage Fund-1(G) Not Ranked
80.19 4.3 8.0 11.3 20.6 12.3 8.0 18.8
LIC NOMURA Tax Plan (G) Not Ranked
28.49 3.7 6.0 11.0 18.5 12.2 4.6 12.8
JPMorgan Tax Advantage (G) Not Ranked
5.08 4.0 7.8 11.7 18.2 11.9 5.7 16.8
Tata Tax Saving Fund Rank 3
125.20 4.3 8.4 7.3 16.0 11.7 7.0 17.9
Sundaram Tax Saver (G) Rank 5
1,162.76 5.2 8.0 12.2 14.2 11.3 6.3 15.3
Reliance ELSF - Series 1 (G) Not Ranked
102.78 6.2 9.7 20.6 17.8 11.1 8.1 18.9
UTI Long Term Advantage (G) Not Ranked
186.77 4.7 9.2 12.9 14.0 10.9 3.9 14.6
Taurus Tax Shield (G) Not Ranked
87.10 3.7 7.5 11.7 13.5 10.4 4.3 16.6
ING Tax Saving (G) Not Ranked
22.20 5.2 8.3 11.0 14.8 10.2 3.9 18.3
Religare Invesco AGILE Tax (G) Not Ranked
6.56 3.4 1.3 5.3 13.0 9.7 6.3 10.7
Kotak Tax Saver (G) Rank 5
334.45 3.9 7.5 10.8 9.5 7.8 3.0 14.8
Baroda Pioneer ELSS 96 Not Ranked
26.65 4.7 -- 3.1 10.6 5.3 -0.6 10.6
Tata Infra Tax Saving Fund (G) Not Ranked
5.80 5.8 15.6 17.2 8.2 2.6 -3.9 7.3
Escorts Tax Plan (G) Not Ranked
2.55 8.7 10.2 16.9 18.5 -1.0 -5.9 6.6
Birla Sun Life Tax Plan-Direct (G) Not Ranked
0.84 4.0 7.4 15.8 23.9 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
6.72 4.0 7.6 16.2 24.7 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
3.94 5.2 8.1 12.4 14.6 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
8.91 5.3 7.9 11.9 18.7 -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
23.36 4.4 8.9 16.1 23.5 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
7.37 4.5 8.6 11.9 21.0 -- -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 5.3 8.6 11.7 16.3 -- -- --
Tata Tax Saving Fund - Direct Not Ranked
0.74 4.4 8.5 7.8 18.6 -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
1.96 4.7 7.1 10.8 17.6 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
6.51 3.4 11.5 23.2 34.6 -- -- --
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.30 4.6 8.3 10.7 22.7 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
1.62 3.8 5.1 14.0 24.3 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.14 3.4 6.9 10.6 23.3 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.34 4.0 8.0 12.7 17.8 -- -- --
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.03 4.8 0.2 3.7 11.5 -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
12.03 3.9 9.8 15.3 22.8 -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.16 3.7 7.7 12.0 13.9 -- -- --
Principal Tax Savings - Direct Not Ranked
0.17 7.6 10.0 19.1 27.9 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.11 3.8 6.3 11.5 19.6 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.04 4.7 12.7 18.2 20.9 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.31 4.7 7.8 17.0 -- -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.02 4.1 7.9 12.1 19.2 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
18.74 4.7 7.8 16.7 -- -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
0.57 3.9 7.6 11.0 10.0 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.37 5.2 12.8 19.4 24.5 -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
38.15 8.9 13.5 22.2 26.6 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
7.53 5.4 11.0 19.1 26.3 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
0.82 5.1 9.1 17.6 24.4 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.25 8.2 9.8 21.8 29.1 -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
13.47 6.6 10.9 20.9 31.0 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.07 3.8 5.8 10.9 22.5 -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.01 8.8 10.4 15.8 17.8 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
2.63 5.2 7.9 14.2 22.5 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.07 4.0 8.7 9.5 19.5 -- -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
11.87 8.9 17.9 32.4 30.5 -- -- --
CATEGORY AVERAGE 4.9 8.6 14.7 20.4 7.8 3.9 9.0

Note : Returns have been calculated based on NAV's as on Apr 18, 2014 & Index values as on Apr 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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