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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 Sep 29, 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 4.8 9.7 47.9 105.6 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 4.7 9.5 47.4 104.2 33.9 29.7 20.5
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 3.5 10.9 40.3 91.6 36.6 -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 4.0 13.3 42.9 90.2 33.6 26.3 13.2
Axis Long Term Equity - Direct (G) Not Ranked
23.80 1.9 12.6 35.7 77.6 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 1.8 12.2 34.6 75.3 34.0 29.1 --
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 3.5 11.1 33.8 72.2 34.9 29.6 21.0
HDFC Tax Saver - Direct (G) Not Ranked
74.77 -1.0 3.4 34.3 71.4 -- -- --
HDFC Tax Saver (G) Rank 3
4,036.36 -1.1 3.3 33.9 70.4 26.5 21.1 15.1
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 1.0 6.7 33.8 68.6 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 2.8 11.6 34.8 68.2 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 6.3 15.3 38.8 68.0 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,840.90 1.0 6.5 33.2 67.3 29.5 25.2 18.2
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 6.3 15.1 38.4 66.8 -- -- --
Religare Invesco Tax Plan (G) Rank 2
159.04 2.7 11.3 34.1 66.6 29.1 23.1 17.2
Principal Tax Savings - Direct Not Ranked
0.40 0.5 4.9 32.3 65.6 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 0.5 5.7 30.9 65.4 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.49 0.7 -0.1 31.0 65.2 -- -- --
Principal Tax Savings Rank 2
227.71 0.5 4.8 32.0 64.9 28.7 26.3 13.4
Sahara Taxgain (G) Not Ranked
10.96 0.7 -0.2 30.8 64.7 23.2 20.9 13.7
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 0.8 6.6 28.1 64.6 -- -- --
JM Tax Gain Fund (G) Not Ranked
31.40 0.5 5.5 30.4 63.7 24.0 20.6 9.2
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 0.8 6.4 27.7 63.4 25.4 24.2 14.4
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 -0.6 6.8 28.0 62.5 -- -- --
HDFC Long Term Advantage (G) Rank 3
967.64 -0.6 6.7 27.7 61.7 26.4 22.2 16.0
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 0.9 8.3 31.3 61.5 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 0.8 8.2 31.0 60.8 25.8 23.1 13.4
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 0.5 8.2 33.9 60.7 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 1.7 8.6 30.1 60.4 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
113.38 2.0 5.8 29.0 60.1 19.0 22.1 14.7
DSP-BRTax Saver Fund (G) Rank 3
808.27 0.5 8.0 33.5 59.9 27.2 24.3 15.2
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 2.1 10.8 30.3 59.5 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 1.7 8.4 29.6 59.4 26.3 22.2 11.8
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 1.7 8.4 29.6 59.1 -- -- --
Franklin India Tax Shield (G) Rank 3
1,133.25 2.1 10.6 29.9 58.5 25.7 21.7 17.0
Escorts Tax Plan (G) Not Ranked
2.72 3.1 14.4 33.9 58.5 14.6 9.0 3.2
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 2.5 9.8 30.9 58.0 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
135.05 1.6 8.3 29.0 58.0 25.4 21.7 13.2
Escorts Tax Plan - Direct (G) Not Ranked
0.01 3.2 14.5 34.3 57.5 -- -- --
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 1.9 9.8 33.6 56.5 -- -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 2.3 9.4 30.2 56.5 27.4 23.2 15.6
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 1.9 9.7 33.5 56.2 28.1 24.0 15.9
Kotak Tax Saver - Direct (G) Not Ranked
1.12 1.2 9.3 30.9 56.0 -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 -1.1 -0.1 25.0 55.5 11.0 10.6 3.3
Kotak Tax Saver (G) Rank 5
369.34 1.2 9.2 30.6 55.3 16.8 17.2 10.4
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 1.1 11.0 29.7 55.0 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
30.84 1.0 10.7 29.1 53.5 22.7 19.2 9.4
L&T Tax Saver Fund (G) Not Ranked
28.82 0.3 4.6 23.9 52.0 21.5 17.5 9.2
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 0.3 7.6 28.3 51.8 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
125.42 0.2 5.1 26.7 51.7 20.9 18.3 12.1
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 0.3 7.5 28.0 51.1 22.0 20.2 15.2
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 0.9 6.9 27.2 51.0 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 0.6 6.1 25.8 50.9 -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 0.6 6.5 22.3 50.8 21.7 18.1 12.2
Sundaram Tax Saver (G) Rank 5
1,139.83 0.9 6.8 26.9 50.5 18.9 19.0 9.6
L&T Tax Advantage -Direct (G) Not Ranked
14.49 0.4 6.0 25.4 50.5 -- -- --
Quantum Tax Saving Fund (G) Not Ranked
20.43 -0.3 4.5 22.2 50.1 23.0 21.8 16.4
Principal Personal Tax Saver Rank 4
353.73 -0.6 4.7 23.0 49.9 20.9 19.5 10.6
UTI Long Term Advantage (G) Not Ranked
204.16 0.2 5.0 26.4 49.6 19.2 17.2 9.6
JPMorgan Tax Advantage (G) Not Ranked
5.99 0.6 5.9 25.2 49.6 20.3 17.4 12.5
L&T Tax Advantage (G) Rank 4
1,262.67 0.3 5.9 25.0 49.6 21.5 18.3 14.4
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 0.3 6.3 25.0 49.2 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 0.2 6.2 24.9 48.7 22.8 19.6 10.5
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 2.4 9.1 27.5 48.5 22.2 19.1 14.4
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 1.5 7.0 25.8 48.1 -- -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 0.2 6.0 24.4 47.8 22.1 19.0 10.1
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 1.2 7.0 25.9 47.7 -- -- --
DWS Tax Saving Fund (G) Not Ranked
42.77 1.4 7.0 25.7 47.5 23.5 18.7 9.7
ING Tax Saving -Direct (G) Not Ranked
0.05 -0.7 4.3 23.9 47.4 -- -- --
UTI Equity Tax Saving (G) Rank 4
453.64 1.4 6.8 25.4 47.3 20.8 18.0 11.2
Taurus Tax Shield - Direct (G) Not Ranked
0.26 -0.5 4.1 22.9 47.3 -- -- --
Tata Tax Saving Fund - Direct Not Ranked
1.47 2.5 9.3 30.0 47.0 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 2.0 7.1 26.0 46.9 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 -0.5 4.0 22.8 46.8 16.4 16.1 10.1
Edelweiss ELSS Fund (G) Not Ranked
32.96 2.0 7.0 25.8 46.4 23.0 19.8 12.4
UTI Master Equity Plan (US) Not Ranked
1,428.55 0.2 6.0 24.0 46.2 20.6 18.3 11.8
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 0.4 4.3 23.8 45.9 -- -- --
Tata Tax Saving Fund Rank 3
144.15 2.4 9.1 29.5 45.8 21.8 19.0 13.3
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 0.4 4.3 23.6 45.7 23.1 -- --
ING Tax Saving (G) Not Ranked
23.44 -0.8 4.0 23.1 45.5 18.7 14.6 11.1
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 1.3 6.3 27.5 42.0 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 1.2 6.1 27.1 40.7 13.7 13.3 4.8
IDFC Tax Saver Fund (G) Not Ranked
34.86 -0.3 5.8 20.9 39.9 22.3 19.8 12.9
Religare Invesco AGILE Tax (G) Not Ranked
6.19 -5.6 -1.5 5.0 14.8 7.6 11.3 7.0
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 3.3 10.9 41.2 -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 3.3 10.8 41.0 -- -- -- --
CATEGORY AVERAGE 1.2 7.3 28.9 54.8 13.0 10.8 6.5

Note : Returns have been calculated based on NAV's as on Sep 29, 2014 & Index values as on Sep 29, 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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