YOU ARE HERE > Moneycontrol > Mutual Funds > Evaluate > Performance Tracker : ELSS
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 Oct 22, 2014
Compare With Indices
  • Sensex
  • Nifty
  • BANK Nifty
  • BANKEX
  • BSE Auto
  • BSE CD INDEX
  • BSE FMCG INDEX
  • BSE HEALTHCARE
  • BSE IPO
  • BSE IT INDEX
  • BSE Metal
  • BSE Oil & Gas
  • BSE POWER INDEX
  • BSE PSU INDEX
  • BSE REALTY
  • BSE TECk INDEX
  • BSE-100
  • BSE-200
  • BSE-500
  • BSE-MIDCAP
  • BSE-SMALLCAP
  • CAPITAL GOODS
  • CNX 100
  • CNX IT
  • CNX Midcap
  • CNX NIFTY JR
  • Nifty Midcap 50
  • S&P CNX 500
  • S&P CNX Defty

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 2.3 10.4 34.0 61.5 37.0 30.0 21.6
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 1.5 11.1 48.5 94.3 35.7 30.5 20.8
ICICI Pru Tax Plan (G) Rank 2
1,840.90 0.6 7.3 30.1 57.9 30.1 24.6 17.8
Franklin India Tax Shield (G) Rank 3
1,133.25 1.3 10.4 30.3 51.9 27.1 21.8 17.2
Religare Invesco Tax Plan (G) Rank 2
159.04 -0.4 8.1 32.0 54.5 28.6 22.8 16.7
Quantum Tax Saving Fund (G) Not Ranked
20.43 1.3 7.4 23.6 43.0 24.4 22.0 16.6
BNP Paribas Long Term Equity (G) Rank 2
203.73 0.8 8.1 32.5 48.3 28.8 23.8 15.9
Reliance ELSF - Series 1 (G) Not Ranked
113.38 1.2 7.9 29.0 56.0 21.4 22.5 15.4
HDFC Tax Saver (G) Rank 3
4,036.36 -0.3 4.6 29.0 57.6 26.7 21.3 15.4
HDFC Long Term Advantage (G) Rank 3
967.64 -2.1 2.6 22.4 46.9 25.9 21.5 15.4
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 -0.2 5.6 25.5 41.5 22.2 20.1 15.3
DSP-BRTax Saver Fund (G) Rank 3
808.27 -1.0 5.4 29.5 49.2 27.2 24.0 14.7
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 -2.6 4.3 24.6 40.9 25.7 21.2 14.6
L&T Tax Advantage (G) Rank 4
1,262.67 0.2 6.0 23.9 40.8 22.5 18.1 14.4
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 -1.6 5.4 25.3 50.7 25.5 23.7 14.2
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 -1.2 8.9 39.2 78.8 32.9 26.1 14.0
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 -1.0 6.2 23.8 39.7 21.8 18.0 13.9
Sahara Taxgain (G) Not Ranked
10.96 -0.9 2.8 26.7 53.4 24.4 20.6 13.6
Principal Tax Savings Rank 2
227.71 -0.4 5.0 28.3 52.9 28.8 26.3 13.6
Birla Sun Life Tax Plan (G) Rank 3
135.05 -0.1 5.4 28.1 48.4 25.7 21.6 13.3
SBI Magnum Tax Gain (G) Rank 3
4,327.68 -1.2 4.5 26.0 48.8 24.7 22.3 13.0
Tata Tax Saving Fund Rank 3
144.15 -1.2 6.1 25.7 36.6 21.2 18.0 12.9
Edelweiss ELSS Fund (G) Not Ranked
32.96 0.3 5.6 23.0 36.5 23.0 19.5 12.8
JPMorgan Tax Advantage (G) Not Ranked
5.99 -0.2 4.7 22.6 39.6 20.3 16.8 12.2
UTI Long Term Advantage S2 (G) Not Ranked
125.42 -0.6 3.7 24.3 42.0 21.2 17.8 12.0
IDFC Tax Saver Fund (G) Not Ranked
34.86 -1.9 2.6 16.8 28.1 21.1 17.9 12.0
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 0.8 5.9 20.5 41.1 22.3 18.5 11.9
UTI Master Equity Plan (US) Not Ranked
1,428.55 -1.0 4.6 21.2 36.4 20.6 17.5 11.8
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 -0.1 5.6 28.6 49.8 26.5 22.1 11.6
ING Tax Saving (G) Not Ranked
23.44 0.1 3.3 21.5 36.7 19.3 14.4 11.3
UTI Equity Tax Saving (G) Rank 4
453.64 -0.7 5.0 23.0 37.1 20.5 17.4 11.1
Principal Personal Tax Saver Rank 4
353.73 -0.4 3.9 21.7 41.1 22.0 19.5 10.7
Kotak Tax Saver (G) Rank 5
369.34 1.3 9.9 30.1 46.1 18.4 17.1 10.5
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 0.2 5.3 23.4 38.2 23.3 18.8 10.2
Taurus Tax Shield (G) Not Ranked
90.33 0.1 2.9 21.5 36.2 16.9 15.9 9.9
LIC NOMURA Tax Plan (G) Not Ranked
30.84 -1.2 6.0 25.5 41.4 22.6 18.0 9.8
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 0.2 5.1 23.0 37.3 22.5 18.2 9.7
UTI Long Term Advantage (G) Not Ranked
204.16 -0.6 3.6 24.0 41.3 18.8 17.0 9.7
Sundaram Tax Saver (G) Rank 5
1,139.83 -0.5 5.9 24.3 40.4 19.4 18.3 9.5
DWS Tax Saving Fund (G) Not Ranked
42.77 -0.4 5.6 23.8 37.0 23.1 18.4 9.3
L&T Tax Saver Fund (G) Not Ranked
28.82 1.2 5.5 22.3 42.3 22.6 17.8 9.3
JM Tax Gain Fund (G) Not Ranked
31.40 0.4 6.8 29.4 54.8 25.4 20.8 8.8
Religare Invesco AGILE Tax (G) Not Ranked
6.19 -1.6 -2.2 2.6 10.3 8.8 10.8 7.2
Baroda Pioneer ELSS 96 Not Ranked
29.52 0.9 6.3 26.4 32.2 15.2 12.9 5.1
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 0.6 2.3 24.6 47.0 12.0 11.8 3.1
Escorts Tax Plan (G) Not Ranked
2.72 0.2 8.6 27.5 49.5 14.2 8.2 2.6
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 1.5 11.3 49.0 95.7 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
23.80 0.3 9.1 33.8 67.4 -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 -0.6 5.2 23.4 37.8 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 -2.5 4.7 25.3 42.3 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 0.1 8.7 32.8 65.1 35.5 28.6 --
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 1.1 3.8 22.5 38.7 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 -0.3 9.6 38.8 80.9 34.1 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 -0.5 5.9 24.6 40.9 -- -- --
Tata Tax Saving Fund - Direct Not Ranked
1.47 -1.1 6.3 26.2 37.8 -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 -0.6 9.9 40.1 -- -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 1.4 10.7 30.7 52.9 -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 -0.6 9.9 40.0 -- -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 1.1 3.8 22.3 38.5 23.7 -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 -1.1 4.7 26.2 49.5 -- -- --
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 1.0 6.5 26.9 33.2 -- -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
0.99 0.8 8.2 32.6 48.6 -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 0.6 7.5 30.6 59.1 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.49 -0.9 2.8 26.9 53.9 -- -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 -- 5.6 28.6 49.5 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 0.3 5.7 23.2 37.0 -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.01 0.2 8.7 27.9 48.6 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 -0.9 5.6 29.9 50.0 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 -- 5.8 29.1 50.7 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 -0.5 5.5 24.0 36.9 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 -0.2 5.6 25.8 42.1 -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.26 0.1 3.0 21.6 36.7 -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
14.49 0.2 6.2 24.3 41.7 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 -2.0 2.7 22.7 47.6 -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
74.77 -0.3 4.7 29.3 58.5 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 -0.3 8.5 32.8 56.2 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 0.3 5.3 23.6 38.6 -- -- --
Principal Tax Savings - Direct Not Ranked
0.40 -0.3 5.1 28.6 53.5 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.12 1.3 10.0 30.4 46.8 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 -0.2 4.9 23.2 40.8 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 0.5 7.0 29.9 56.4 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 -1.1 6.3 26.2 42.8 -- -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 0.2 3.5 22.2 38.3 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 0.4 12.6 39.3 63.2 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 0.2 12.4 38.8 62.1 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 -1.5 5.6 25.7 51.8 -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE -0.1 6.0 26.7 45.3 13.2 10.6 6.5

Note : Returns have been calculated based on NAV's as on Oct 22, 2014 & Index values as on Oct 22, 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.

Quick Links (Mouseover on for more information)
Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.