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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 23, 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
Axis Long Term Equity Fund (G) Rank 1
2,933.79 8.9 16.2 27.2 78.7 44.6 37.0 25.0
ICICI Pru RIGHT Fund (G) Not Ranked
68.25 7.2 14.7 26.4 75.2 40.2 36.9 24.3
Reliance Tax Saver (ELSS) (G) Rank 1
3,398.91 7.0 12.6 26.4 101.4 42.4 36.5 21.9
Birla SL Tax Relief 96 (G) Rank 3
1,788.89 10.1 20.1 27.0 69.2 35.1 31.4 15.4
Principal Tax Savings Rank 2
260.43 7.3 11.0 16.2 59.9 30.9 31.3 15.5
Birla Sun Life Tax Plan (G) Rank 3
188.94 9.9 19.7 26.4 67.3 34.0 30.7 16.9
SBI Tax Advantage Sr-1 (G) Not Ranked
405.10 5.4 6.5 17.7 70.8 33.5 30.5 14.0
BNP Paribas Long Term Equity (G) Rank 2
290.50 8.8 13.8 22.9 65.8 32.0 30.3 19.0
DSP-BRTax Saver Fund (G) Rank 3
1,010.26 7.9 13.5 19.7 63.0 31.2 30.2 16.9
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
262.05 8.9 15.4 20.6 55.4 31.1 29.4 17.7
ICICI Pru Tax Plan (G) Rank 2
2,283.67 6.9 9.9 17.2 60.1 31.5 29.1 17.7
Franklin India Tax Shield (G) Rank 3
1,459.91 8.7 15.6 27.9 67.9 32.0 28.9 19.4
HSBC Tax Saver Equity Fund (G) Rank 3
198.29 7.4 12.2 19.2 62.7 29.1 28.8 15.9
Reliance ELSF - Series 1 (G) Not Ranked
130.64 6.5 15.4 23.8 65.4 29.4 28.6 17.4
Religare Invesco Tax Plan (G) Rank 2
202.61 6.7 13.0 21.7 64.5 32.3 28.6 18.4
SBI Magnum Tax Gain (G) Rank 3
4,936.06 8.6 13.7 18.8 59.6 30.7 28.1 15.3
Union KBC Tax Saver Scheme (G) Not Ranked
85.04 8.8 14.5 18.8 53.7 27.6 27.1 --
HDFC Tax Saver (G) Rank 4
4,794.48 6.6 11.9 17.1 67.2 30.7 26.1 16.5
Edelweiss ELSS Fund (G) Not Ranked
31.00 9.3 16.0 22.1 53.3 29.4 26.0 16.3
HDFC Long Term Advantage (G) Rank 3
1,133.66 6.5 9.4 12.5 52.5 27.8 25.8 16.7
JM Tax Gain Fund (G) Not Ranked
33.91 7.0 12.4 20.5 69.0 31.9 25.5 10.9
Can Robeco Eqty TaxSaver (G) Rank 4
828.92 7.9 13.3 19.3 56.1 27.3 25.4 17.2
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.29 8.2 14.1 20.3 53.2 30.5 25.3 12.0
DWS Tax Saving Fund (G) Not Ranked
45.84 8.7 13.1 19.2 56.1 28.9 25.0 11.8
LIC NOMURA Tax Plan (G) Not Ranked
37.85 7.8 16.8 23.9 58.1 29.1 24.9 13.5
Kotak Tax Saver (G) Rank 5
458.12 9.2 18.9 30.9 70.0 24.8 24.9 14.2
L&T Long Term Adv. Fund - I (G) Not Ranked
1.82 8.5 16.7 24.0 54.9 29.0 24.9 14.1
Principal Personal Tax Saver Rank 4
370.26 9.0 12.8 16.5 53.6 25.3 24.8 12.8
BOI AXA Tax Advtg -RP (G) Not Ranked
40.78 8.1 14.0 19.9 52.2 29.7 24.6 11.6
IDFC Tax Saver Fund (G) Not Ranked
37.05 10.7 14.9 17.9 44.7 26.4 24.6 14.9
Tata Tax Advantage Fund-1(G) Not Ranked
95.94 8.0 14.5 21.0 54.7 28.4 24.2 15.9
L&T Tax Advantage (G) Rank 4
1,509.82 7.9 13.0 19.8 55.6 27.3 23.9 16.4
Quantum Tax Saving Fund (G) Not Ranked
27.82 4.2 5.4 13.2 47.6 23.8 23.8 16.3
L&T Tax Saver Fund (G) Not Ranked
31.41 8.3 15.0 21.7 56.0 29.8 23.8 12.1
Sundaram Tax Saver (G) Rank 5
1,205.58 7.9 14.3 20.8 56.3 24.4 23.6 12.6
JPMorgan Tax Advantage (G) Not Ranked
8.29 9.0 15.9 21.4 57.4 27.4 23.6 15.4
UTI Long Term Advantage S2 (G) Not Ranked
137.34 6.9 11.3 15.0 53.2 25.3 23.5 14.1
UTI Equity Tax Saving (G) Rank 3
532.06 7.7 12.7 18.1 50.5 25.9 23.5 13.4
Sahara Taxgain (G) Not Ranked
11.66 7.7 6.4 9.8 52.1 27.7 23.2 15.2
Birla SL Tax Savings (G) Not Ranked
25.28 10.0 19.7 23.5 60.2 26.9 23.0 14.2
Tata Tax Saving Fund - Plan A (D) Rank 3
176.58 8.2 10.5 16.7 52.1 24.8 22.5 14.0
UTI Master Equity Plan (US) Not Ranked
1,650.02 7.7 12.3 16.9 49.6 24.3 22.5 13.9
UTI Long Term Advantage (G) Not Ranked
225.94 6.9 11.3 15.0 52.8 23.5 22.0 11.3
Taurus Tax Shield (G) Not Ranked
92.48 8.2 10.4 13.2 46.7 19.8 20.0 12.0
Tata Infra Tax Saving Fund (G) Not Ranked
6.88 8.7 17.3 19.8 72.1 21.7 17.7 5.5
Escorts Tax Plan (G) Not Ranked
3.18 10.3 20.5 30.8 74.5 27.3 17.4 5.4
Baroda Pioneer ELSS 96 Not Ranked
37.35 7.0 12.0 19.4 45.2 18.4 17.2 7.7
Religare Invesco AGILE Tax (G) Not Ranked
5.74 6.3 13.1 9.7 20.6 15.7 15.5 8.8
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
8.05 7.8 13.0 18.6 51.6 26.6 -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
40.19 8.8 15.8 28.5 69.1 32.9 -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.58 8.9 13.9 23.1 66.2 32.1 -- --
Tata Tax Saving Fund - Direct (D) Not Ranked
2.57 8.3 15.4 22.2 59.7 29.5 -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
66.47 8.6 13.9 19.0 60.4 30.6 -- --
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.14 7.1 12.2 19.8 46.3 19.2 -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
2.73 8.7 16.2 -- -- -- -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.30 8.2 15.1 -- -- -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.20 8.8 13.4 19.4 56.5 29.3 -- --
Axis Long Term Equity - Direct (G) Not Ranked
49.22 9.0 16.7 28.3 81.6 46.3 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
1.17 8.8 14.5 19.0 54.0 27.8 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
9.64 7.9 14.4 21.1 56.9 24.4 -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.66 5.9 11.7 24.1 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
31.03 5.9 11.6 24.0 -- -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
51.98 5.8 10.5 22.7 77.8 35.4 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
58.71 7.1 12.8 26.9 103.0 43.4 -- --
IDBI Equity Advantage -Direct (G) Not Ranked
1.79 9.4 22.7 40.0 89.4 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
172.69 9.3 22.5 39.5 88.2 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.02 7.5 12.4 19.6 63.8 29.5 -- --
L&T Tax Advantage -Direct (G) Not Ranked
21.37 8.0 13.2 20.2 56.6 27.7 -- --
HDFC Tax Saver - Direct (G) Not Ranked
115.70 6.6 12.0 17.4 68.1 31.5 -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
32.07 6.6 9.5 12.7 53.3 28.5 -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.67 7.8 6.4 10.0 52.5 27.1 -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.36 9.4 16.1 22.3 53.9 29.0 -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.02 10.9 21.2 31.8 76.3 27.3 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
8.75 8.0 13.7 20.1 63.7 31.7 -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Principal Tax Savings - Direct Not Ranked
0.67 7.4 11.1 16.5 60.6 30.4 -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 10.0 19.8 24.0 61.8 27.6 -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
6.22 9.1 16.0 21.7 57.4 32.1 -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.53 8.3 14.4 20.7 53.8 30.9 -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
56.86 7.0 10.2 17.8 61.4 31.9 -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
2.57 6.9 13.5 22.7 66.8 33.3 -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.64 10.1 20.1 27.1 68.8 35.2 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
20.10 10.2 20.4 27.6 70.4 36.2 -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.76 9.2 19.1 31.2 70.9 25.4 -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
21.32 8.0 13.4 19.5 56.8 27.1 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.16 9.1 16.2 22.0 58.8 28.5 -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.08 7.1 12.6 21.0 70.7 32.1 -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.68 7.8 17.0 24.5 59.6 30.4 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.34 8.3 10.5 13.3 47.1 19.6 -- --
CATEGORY AVERAGE 8.0 13.9 20.4 58.2 27.3 23.0 12.9

Note : Returns have been calculated based on NAV's as on Jan 23, 2015 & Index values as on Jan 23, 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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