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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 01, 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 6.1 15.0 63.0 105.6 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 6.1 14.8 62.4 104.3 38.3 27.7 21.3
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 5.6 17.8 47.4 91.8 35.7 22.9 14.2
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 6.4 18.1 46.8 90.0 39.3 -- --
Axis Long Term Equity - Direct (G) Not Ranked
23.80 7.2 17.9 44.3 81.6 -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
74.77 6.4 11.4 49.2 80.5 -- -- --
HDFC Tax Saver (G) Rank 3
4,036.36 6.4 11.2 48.8 79.4 32.6 20.5 17.8
Axis Long Term Equity Fund (G) Rank 1
1,310.99 7.1 17.5 43.2 79.4 38.9 27.6 --
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 5.2 14.4 38.9 76.3 37.6 27.1 --
Principal Tax Savings - Direct Not Ranked
0.40 4.6 10.0 42.8 73.4 -- -- --
Principal Tax Savings Rank 2
227.71 4.6 9.8 42.5 72.8 34.3 25.4 15.3
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 6.6 13.1 40.1 72.4 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 6.7 16.8 42.0 72.4 -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 6.0 12.1 45.6 72.3 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 5.9 10.8 43.0 72.0 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 6.5 12.9 39.6 71.2 30.8 23.3 16.1
ICICI Pru Tax Plan (G) Rank 2
1,840.90 6.0 11.9 45.0 71.0 34.4 24.1 20.0
Religare Invesco Tax Plan (G) Rank 2
159.04 6.6 16.5 41.3 70.7 31.4 21.0 18.5
JM Tax Gain Fund (G) Not Ranked
31.40 5.8 10.6 42.5 70.3 30.3 19.8 10.5
Sahara Taxgain - Direct (G) Not Ranked
0.49 4.0 7.4 38.7 69.3 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 6.2 13.0 38.9 69.1 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 4.0 7.4 38.5 68.9 28.6 19.2 15.4
HDFC Long Term Advantage (G) Rank 3
967.64 6.2 12.8 38.5 68.2 32.2 21.5 18.1
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 6.0 13.9 38.5 68.2 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 6.2 13.5 42.7 67.8 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 6.0 13.7 38.2 67.4 29.6 22.4 15.3
DSP-BRTax Saver Fund (G) Rank 3
808.27 6.1 13.3 42.3 66.9 32.6 23.3 17.0
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 3.4 4.9 44.9 65.7 15.7 9.8 4.9
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 5.6 14.2 37.7 63.7 -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 6.4 14.2 38.5 63.5 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 5.5 13.9 37.2 62.6 30.8 20.3 13.9
Franklin India Tax Shield (G) Rank 3
1,133.25 6.4 14.0 38.1 62.5 28.8 20.7 18.2
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 5.5 13.9 37.0 62.3 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 5.0 14.0 34.5 62.2 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
135.05 5.4 13.8 36.5 61.2 30.0 19.6 14.7
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 4.9 13.7 33.8 60.8 31.5 22.7 17.6
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 5.9 14.3 42.5 60.1 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
113.38 4.5 10.0 37.4 60.0 23.6 21.1 16.8
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 5.9 14.2 42.4 59.8 31.6 22.7 17.7
Kotak Tax Saver - Direct (G) Not Ranked
1.12 7.5 13.6 38.7 58.8 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 6.9 19.7 42.6 58.8 -- -- --
Kotak Tax Saver (G) Rank 5
369.34 7.5 13.4 38.4 58.1 21.5 16.0 11.9
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 6.8 19.5 42.2 57.8 -- -- --
L&T Tax Saver Fund (G) Not Ranked
28.82 5.5 8.6 34.8 57.3 25.8 16.0 11.3
Quantum Tax Saving Fund (G) Not Ranked
20.43 5.5 12.3 35.1 56.8 28.5 21.6 18.4
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 6.3 16.1 34.4 56.6 -- -- --
Principal Personal Tax Saver Rank 4
353.73 4.9 9.4 34.6 56.3 26.1 18.7 12.7
UTI Long Term Advantage S2 (G) Not Ranked
125.42 4.7 11.0 36.6 56.3 26.1 17.4 14.4
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 5.3 9.5 30.8 56.2 26.0 16.8 14.7
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 6.3 12.7 38.4 56.0 -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 6.1 14.6 40.9 56.0 19.5 7.6 3.7
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 6.2 12.6 38.0 55.3 27.0 19.2 16.9
LIC NOMURA Tax Plan (G) Not Ranked
30.84 6.2 15.8 33.7 55.1 27.1 18.0 11.2
Escorts Tax Plan - Direct (G) Not Ranked
0.01 6.1 14.8 41.3 55.1 -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.26 4.5 9.0 32.4 55.0 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 5.6 9.5 34.5 54.9 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 6.2 11.1 36.5 54.9 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 5.9 10.8 31.3 54.8 -- -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 3.7 9.4 34.6 54.8 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
14.49 5.4 10.8 36.7 54.6 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 4.5 9.0 32.1 54.5 22.2 15.0 11.8
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 5.9 10.7 31.1 54.4 26.8 18.5 12.1
Sundaram Tax Saver (G) Rank 5
1,139.83 6.1 11.0 36.2 54.3 24.0 17.9 11.4
UTI Long Term Advantage (G) Not Ranked
204.16 4.7 10.9 36.1 53.7 24.4 16.5 11.6
L&T Tax Advantage (G) Rank 4
1,262.67 5.3 10.7 36.3 53.7 25.5 17.7 16.5
JPMorgan Tax Advantage (G) Not Ranked
5.99 5.5 9.3 33.9 53.6 24.4 16.2 14.3
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 5.8 10.5 30.7 53.4 26.1 18.0 11.7
ING Tax Saving (G) Not Ranked
23.44 3.6 9.1 33.8 52.9 23.5 14.0 13.2
UTI Master Equity Plan (US) Not Ranked
1,428.55 5.7 10.0 34.3 51.7 26.1 17.9 13.8
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 5.4 11.0 33.6 51.2 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 5.2 10.1 33.5 50.9 -- -- --
DWS Tax Saving Fund (G) Not Ranked
42.77 5.1 9.9 33.0 50.4 27.2 17.2 11.5
UTI Equity Tax Saving (G) Rank 4
453.64 5.3 10.8 33.2 50.4 24.5 16.6 13.1
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 3.8 8.6 31.3 50.4 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 3.7 8.5 31.2 50.2 28.0 -- --
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 4.9 13.0 33.0 49.7 24.4 17.5 15.6
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 4.3 10.5 28.7 48.8 -- -- --
Tata Tax Saving Fund - Direct Not Ranked
1.47 5.2 13.4 36.1 48.7 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
32.96 4.3 10.4 28.5 48.2 26.2 17.8 14.1
Tata Tax Saving Fund Rank 3
144.15 5.1 13.2 35.6 47.4 23.9 17.5 14.3
IDFC Tax Saver Fund (G) Not Ranked
34.86 5.9 12.2 27.1 45.5 27.2 19.7 15.3
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 6.0 10.4 24.9 44.4 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 6.0 10.3 24.3 43.3 18.2 12.0 6.6
Religare Invesco AGILE Tax (G) Not Ranked
6.19 2.6 10.7 9.5 26.5 14.8 12.7 10.0
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 5.8 19.4 -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 5.8 19.3 -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 5.4 12.2 35.9 58.7 15.5 10.2 7.2

Note : Returns have been calculated based on NAV's as on Sep 01, 2014 & Index values as on Sep 01, 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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