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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 Jul 31, 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
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 -2.9 30.1 58.9 90.0 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 -3.0 29.8 58.4 88.8 33.1 21.0 19.2
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 2.0 28.6 49.0 75.6 33.4 17.1 12.9
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 -0.5 26.4 46.4 72.4 36.4 -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 -1.1 21.8 40.5 68.0 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,840.90 -1.2 21.6 39.9 66.8 30.5 18.1 19.4
HDFC Tax Saver - Direct (G) Not Ranked
74.77 -3.0 23.2 44.7 65.6 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
23.80 2.9 24.2 44.4 65.0 -- -- --
HDFC Tax Saver (G) Rank 3
4,036.36 -3.1 23.0 44.3 64.5 27.9 14.4 16.4
Principal Tax Savings - Direct Not Ranked
0.40 -1.6 21.5 40.2 63.3 -- -- --
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 1.6 21.9 42.0 63.1 36.4 21.9 --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 2.8 23.8 43.2 63.0 35.8 22.8 --
Principal Tax Savings Rank 2
227.71 -1.6 21.4 40.0 62.8 31.7 19.7 14.0
Sahara Taxgain - Direct (G) Not Ranked
0.49 -5.1 22.2 38.1 58.9 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 -5.1 22.2 37.9 58.5 24.8 15.2 15.1
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 1.9 23.7 38.9 56.8 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 -1.3 19.6 38.7 55.4 -- -- --
Religare Invesco Tax Plan (G) Rank 2
159.04 1.8 23.3 38.1 55.4 28.8 16.2 17.4
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 1.0 19.6 38.1 54.9 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 -1.4 19.4 38.2 54.3 27.2 17.5 14.5
HDFC Long Term Advantage (G) Rank 3
967.64 1.0 19.4 37.7 54.1 28.5 16.0 16.5
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 1.3 21.1 37.6 53.8 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 -1.5 22.4 44.3 53.6 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 0.4 23.3 39.0 53.6 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
113.38 -2.4 20.1 34.0 53.2 21.6 14.6 16.3
SBI Magnum Tax Gain (G) Rank 3
4,327.68 1.3 21.0 37.3 53.1 26.6 17.2 13.7
DSP-BRTax Saver Fund (G) Rank 3
808.27 0.4 23.1 38.7 52.9 29.0 17.2 15.8
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 0.4 21.8 35.9 52.6 -- -- --
JM Tax Gain Fund (G) Not Ranked
31.40 -1.6 22.1 43.4 52.2 26.6 13.7 8.9
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 0.3 21.6 35.4 51.6 28.0 14.8 12.2
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 0.3 21.5 35.2 51.4 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 1.2 19.9 32.7 50.3 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
135.05 0.3 21.3 34.6 50.3 27.2 15.2 13.5
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 1.2 24.2 37.9 49.3 -- -- --
IDFC Tax Advantage (ELSS) (G) Rank 3
194.72 1.1 19.6 32.2 49.1 28.3 17.2 16.5
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 1.2 24.2 37.8 49.0 28.3 18.7 16.0
Quantum Tax Saving Fund (G) Not Ranked
20.43 -0.8 17.6 34.0 48.6 25.0 16.8 17.5
Escorts Tax Plan (G) Not Ranked
2.72 4.2 20.4 37.1 48.4 14.6 0.4 2.8
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 -3.1 23.4 46.3 48.2 14.0 5.3 3.8
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 1.8 19.7 35.6 47.5 -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.01 4.3 20.6 37.5 47.5 -- -- --
Principal Personal Tax Saver Rank 4
353.73 -0.6 17.9 34.2 47.4 23.6 13.4 11.3
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 -0.4 14.0 28.0 47.3 21.8 12.3 13.2
Franklin India Tax Shield (G) Rank 3
1,133.25 1.8 19.5 35.2 46.6 25.1 16.0 16.7
L&T Tax Saver Fund (G) Not Ranked
28.82 -1.7 15.7 30.9 46.6 22.2 11.4 9.5
UTI Long Term Advantage S2 (G) Not Ranked
125.42 0.4 20.8 35.8 45.5 23.2 13.4 13.1
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 0.8 20.7 35.0 44.2 -- -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 0.5 18.4 34.9 44.0 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 0.7 20.6 34.7 43.5 23.4 14.6 16.2
L&T Tax Advantage -Direct (G) Not Ranked
14.49 -0.1 18.3 34.5 43.3 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 2.5 20.3 32.1 43.1 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 -0.3 17.5 29.9 42.9 -- -- --
UTI Long Term Advantage (G) Not Ranked
204.16 0.4 20.5 35.4 42.7 21.7 11.9 10.5
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 -0.3 17.5 29.7 42.5 23.9 13.4 11.4
L&T Tax Advantage (G) Rank 4
1,262.67 -0.1 18.1 34.0 42.5 23.1 13.1 15.2
ING Tax Saving (G) Not Ranked
23.44 0.5 18.0 34.0 42.2 21.2 9.9 12.8
Kotak Tax Saver - Direct (G) Not Ranked
1.12 -- 19.7 34.3 41.9 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 -1.0 18.8 33.3 41.9 -- -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 -0.3 17.3 29.2 41.7 23.2 12.9 11.0
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 -0.8 18.4 32.6 41.7 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
30.84 2.4 20.0 31.5 41.7 23.2 12.2 9.2
Kotak Tax Saver (G) Rank 5
369.34 -0.1 19.5 33.9 41.3 17.4 9.8 10.2
Sundaram Tax Saver (G) Rank 5
1,139.83 -0.8 18.3 32.4 41.2 20.2 12.6 10.0
JPMorgan Tax Advantage (G) Not Ranked
5.99 -1.1 18.5 32.9 40.7 21.2 11.7 12.8
Taurus Tax Shield - Direct (G) Not Ranked
0.26 -0.2 17.6 31.9 40.7 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 1.1 18.6 31.1 40.5 22.1 13.5 14.0
Taurus Tax Shield (G) Not Ranked
90.33 -0.2 17.6 31.6 40.2 19.5 10.9 11.1
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 0.6 16.1 29.1 39.8 -- -- --
UTI Master Equity Plan (US) Not Ranked
1,428.55 -0.3 17.2 31.1 39.8 22.8 12.9 11.9
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 0.1 17.8 32.5 39.6 -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 0.5 18.5 31.1 39.5 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 0.1 18.8 31.8 39.3 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
32.96 0.6 16.0 28.8 39.2 25.3 14.5 12.7
DWS Tax Saving Fund (G) Not Ranked
42.77 -- 17.6 32.4 39.2 24.1 11.9 10.2
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 0.1 18.8 31.7 39.0 25.9 -- --
UTI Equity Tax Saving (G) Rank 4
453.64 0.5 18.3 30.8 38.9 21.8 12.4 11.5
Tata Tax Saving Fund - Direct Not Ranked
1.47 1.0 20.8 34.0 38.7 -- -- --
Tata Tax Saving Fund Rank 3
144.15 0.9 20.6 33.5 37.7 21.8 13.5 12.9
IDFC Tax Saver Fund (G) Not Ranked
34.86 0.4 14.4 26.1 34.5 23.8 14.4 14.2
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 -1.8 18.8 23.8 32.7 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 -1.8 18.6 23.3 31.6 14.7 6.4 5.1
Religare Invesco AGILE Tax (G) Not Ranked
6.19 0.1 5.5 10.3 20.4 13.6 9.1 8.9
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 1.0 22.9 36.5 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 -0.1 28.9 -- -- -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 1.0 22.8 36.1 -- -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 -0.1 29.0 -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 0.0 20.0 34.1 45.9 13.8 7.5 6.6

Note : Returns have been calculated based on NAV's as on Jul 31, 2014 & Index values as on Jul 31, 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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