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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 Nov 25, 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
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 5.1 15.3 32.2 98.5 39.6 36.0 21.8
ICICI Pru RIGHT Fund (G) Not Ranked
66.71 7.5 16.5 33.2 68.5 39.8 34.5 23.1
Axis Long Term Equity Fund (G) Rank 1
2,020.07 6.9 12.1 32.4 70.3 40.0 34.1 --
Principal Tax Savings Rank 2
250.70 5.4 9.0 18.2 60.0 30.7 29.8 14.4
ICICI Pru Tax Plan (G) Rank 2
2,123.44 5.5 9.1 20.7 61.1 33.2 29.0 18.6
Reliance ELSF - Series 1 (G) Not Ranked
122.31 9.1 15.3 27.3 66.5 27.6 28.9 16.7
DSP-BRTax Saver Fund (G) Rank 3
927.87 6.4 9.7 22.4 59.4 30.4 28.8 16.0
SBI Tax Advantage Sr-1 (G) Not Ranked
394.83 2.7 9.7 28.7 76.3 32.2 28.7 13.3
BNP Paribas Long Term Equity (G) Rank 2
249.55 4.5 9.4 24.8 57.1 30.0 27.4 17.2
Birla SL Tax Relief 96 (G) Rank 3
1,672.91 8.1 12.5 28.0 59.7 31.8 27.4 13.2
Religare Invesco Tax Plan (G) Rank 2
183.93 6.8 11.2 28.3 62.8 32.5 27.3 18.0
HSBC Tax Saver Equity Fund (G) Rank 3
196.18 4.4 8.5 19.2 57.0 27.5 27.0 14.6
Birla Sun Life Tax Plan (G) Rank 3
162.91 8.0 12.2 27.4 58.0 30.9 26.9 15.0
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
231.04 6.9 9.1 23.9 49.2 28.8 26.8 16.5
SBI Magnum Tax Gain (G) Rank 3
4,777.58 6.7 8.4 22.9 59.1 29.6 26.7 14.3
Franklin India Tax Shield (G) Rank 3
1,303.34 6.9 14.0 29.2 62.5 31.2 26.3 18.2
HDFC Long Term Advantage (G) Rank 3
1,082.39 6.5 7.9 20.2 55.8 31.8 25.9 16.7
JM Tax Gain Fund (G) Not Ranked
33.36 7.0 12.7 22.7 62.8 29.4 25.7 10.3
HDFC Tax Saver (G) Rank 4
4,525.59 6.4 9.5 18.7 64.7 32.0 25.2 16.0
Quantum Tax Saving Fund (G) Not Ranked
24.19 3.5 7.5 18.2 47.2 27.1 24.9 16.6
Edelweiss ELSS Fund (G) Not Ranked
40.74 7.6 11.8 21.7 48.2 26.9 24.2 14.5
Can Robeco Eqty TaxSaver (G) Rank 4
787.13 6.6 10.0 22.2 53.0 26.6 24.0 16.9
Principal Personal Tax Saver Rank 4
369.00 6.4 8.9 16.9 51.7 25.7 23.7 11.8
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.34 6.1 9.9 20.0 48.3 27.5 23.6 11.0
LIC NOMURA Tax Plan (G) Not Ranked
34.88 7.5 10.0 27.1 52.3 28.0 23.3 12.1
DWS Tax Saving Fund (G) Not Ranked
44.93 6.4 10.5 20.5 50.1 28.3 23.0 11.1
BOI AXA Tax Advtg -RP (G) Not Ranked
36.81 6.1 9.7 19.7 47.4 26.8 23.0 10.6
Sahara Taxgain (G) Not Ranked
11.82 0.5 5.5 11.3 52.8 25.3 22.9 14.1
L&T Long Term Adv. Fund - I (G) Not Ranked
1.75 6.8 11.0 19.8 51.0 25.7 22.9 13.0
Kotak Tax Saver (G) Rank 5
412.11 8.9 14.6 28.7 62.1 23.6 22.6 12.7
IDFC Tax Saver Fund (G) Not Ranked
36.96 6.2 5.6 17.1 38.9 25.2 22.6 13.6
L&T Tax Advantage (G) Rank 4
1,410.66 5.6 9.4 20.3 49.7 24.1 22.5 15.2
UTI Long Term Advantage S2 (G) Not Ranked
135.11 6.6 8.9 19.3 52.9 26.2 22.2 13.4
Sundaram Tax Saver (G) Rank 5
1,190.75 7.1 10.8 21.4 51.7 23.8 22.0 11.4
L&T Tax Saver Fund (G) Not Ranked
30.21 6.0 10.7 18.4 52.0 25.5 22.0 10.7
JPMorgan Tax Advantage (G) Not Ranked
7.19 7.9 11.0 20.3 52.3 25.7 21.8 14.0
UTI Equity Tax Saving (G) Rank 3
499.12 6.5 9.9 20.7 49.3 25.6 21.8 12.4
Tata Tax Saving Fund - Plan A (D) Rank 3
164.23 5.2 9.3 21.5 46.0 23.8 21.5 13.5
Tata Tax Advantage Fund-1(G) Not Ranked
91.99 5.3 9.0 20.9 49.3 25.0 21.5 14.7
UTI Master Equity Plan (US) Not Ranked
1,573.80 6.4 8.6 18.1 45.1 25.0 21.5 12.9
UTI Long Term Advantage (G) Not Ranked
221.68 6.6 8.9 19.2 52.4 23.2 21.2 10.8
Taurus Tax Shield (G) Not Ranked
93.70 4.5 6.7 14.8 42.9 19.6 19.1 11.4
Birla SL Tax Savings (G) Not Ranked
24.68 7.9 10.2 17.9 50.2 23.7 19.0 13.1
Baroda Pioneer ELSS 96 Not Ranked
33.59 6.5 11.8 21.6 42.4 19.7 17.3 6.6
Tata Infra Tax Saving Fund (G) Not Ranked
6.79 7.5 10.4 15.1 59.6 18.0 16.7 4.5
Escorts Tax Plan (G) Not Ranked
3.02 6.5 10.3 26.6 59.4 18.9 14.3 3.8
Religare Invesco AGILE Tax (G) Not Ranked
6.03 5.5 3.1 12.7 20.2 12.2 13.1 7.4
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.12 8.0 11.3 20.9 53.6 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
34.87 7.1 12.6 33.4 72.8 -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.50 4.8 12.2 32.1 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
28.06 4.8 12.2 32.0 -- -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
47.21 4.6 12.0 30.1 82.1 33.7 -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.30 4.6 9.4 24.9 57.5 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 6.8 8.5 23.1 59.9 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
8.26 7.2 10.8 21.6 52.3 -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
6.10 6.6 10.1 21.2 50.2 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.97 7.0 10.9 20.2 50.1 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.60 0.5 5.6 11.4 53.2 -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
31.48 7.0 14.3 29.7 63.6 -- -- --
Tata Tax Saving Fund - Direct (D) Not Ranked
2.04 5.3 9.5 22.0 47.3 -- -- --
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.10 6.6 12.0 22.0 43.5 -- -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.00 -- -- -- -- -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
76.45 7.0 10.8 20.1 49.9 27.4 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
37.93 5.2 15.5 32.7 100.0 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
5.24 7.1 9.6 24.8 50.9 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
1.19 7.0 17.3 39.9 72.7 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
112.18 7.0 17.1 39.4 71.8 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.89 4.5 8.7 19.7 58.1 -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
95.72 6.4 9.6 19.0 65.6 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
25.03 6.6 8.0 20.5 56.6 -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.31 4.6 6.7 14.9 43.4 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.31 7.6 12.0 22.0 48.8 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.19 6.5 10.5 20.7 50.1 -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.02 6.6 10.4 26.9 58.4 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
18.13 5.6 9.6 20.7 50.6 -- -- --
Principal Tax Savings - Direct Not Ranked
0.53 5.4 9.2 18.5 60.7 -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.36 6.2 10.0 20.2 48.8 -- -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.13 8.1 12.4 27.9 59.3 -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
44.58 5.6 9.3 21.2 62.4 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
16.39 8.1 12.7 28.5 60.5 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
2.06 7.0 11.6 29.1 64.7 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
18.68 6.6 10.1 22.5 53.7 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.40 9.0 14.8 29.1 62.9 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.07 7.1 12.9 23.2 64.5 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.46 7.6 10.3 27.8 53.8 -- -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 7.9 10.4 18.4 52.0 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
6.96 6.4 9.8 22.8 60.2 -- -- --
CATEGORY AVERAGE 6.0 10.1 22.1 52.8 15.0 12.7 7.0

Note : Returns have been calculated based on NAV's as on Nov 25, 2014 & Index values as on Nov 25, 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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