Election 2014
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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 Apr 16, 2014
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Mutual Fund Scheme Crisil Rank AUM
(Rs. cr.)
Dec 13
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Axis Long Term Equity - Direct (G) Not Ranked
6.51 2.3 11.2 23.7 34.8 -- -- --
Axis Long Term Equity Fund (G) Rank 1
748.82 2.1 10.7 22.9 33.3 21.9 15.2 --
ICICI Pru RIGHT Fund (G) Not Ranked
59.91 2.8 9.1 19.0 32.6 20.2 15.8 --
ICICI Pru Tax Plan- Direct (G) Not Ranked
13.47 5.6 10.3 21.5 31.2 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,497.77 5.5 10.1 21.0 30.3 18.8 10.0 24.4
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
11.87 7.2 17.0 33.0 29.9 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 3
1,852.11 7.1 16.8 32.5 29.1 14.0 10.3 21.2
Sahara Taxgain - Direct (G) Not Ranked
0.25 6.2 8.7 21.5 27.9 -- -- --
Sahara Taxgain (G) Not Ranked
10.22 6.2 8.6 21.3 27.5 12.1 7.3 19.4
Principal Tax Savings - Direct Not Ranked
0.17 5.7 9.3 19.3 27.1 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
29.73 3.7 11.9 29.3 27.1 19.5 -- --
Principal Tax Savings Rank 2
198.51 5.7 9.2 19.1 26.5 18.0 9.7 16.7
L&T Tax Saver Fund (G) Not Ranked
26.90 4.5 8.3 16.3 26.0 12.5 3.7 15.8
HDFC Long Term Advant. - Direct (G) Not Ranked
7.53 3.7 9.8 19.3 25.9 -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
38.15 6.7 12.3 22.4 25.7 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
6.72 3.0 7.3 17.1 25.2 -- -- --
HDFC Long Term Advantage (G) Rank 3
828.23 3.6 9.6 19.0 25.2 15.4 8.7 21.6
L&T Long Term Adv. Fund - I (G) Not Ranked
1.59 4.2 8.0 17.0 25.0 13.0 6.0 17.7
HDFC Tax Saver (G) Rank 4
3,386.28 6.7 12.1 22.1 24.9 12.4 6.2 20.6
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
1.62 2.8 4.8 14.8 24.7 -- -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
0.84 3.0 7.2 16.7 24.4 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,394.59 3.0 7.3 16.9 24.3 16.0 6.7 18.1
SBI Tax Advantage Sr-1 (G) Not Ranked
311.09 4.8 10.7 27.0 24.2 13.5 6.9 16.3
Religare Invesco Tax Plan - DP (G) Not Ranked
0.82 3.8 8.6 18.1 24.2 -- -- --
IDFC Tax Advantage (ELSS) (G) Rank 2
160.23 2.7 4.6 14.3 24.0 17.2 9.0 18.5
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.37 3.7 12.2 19.6 23.8 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
23.36 3.1 8.3 16.9 23.4 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.14 1.9 5.9 11.5 23.4 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
115.40 2.9 7.0 16.3 23.4 15.4 7.7 16.6
Religare Invesco Tax Plan (G) Rank 2
137.69 3.7 8.3 17.6 23.2 15.7 9.4 21.2
Franklin (I) Tax Shield -Direct (G) Not Ranked
12.03 3.0 9.1 16.4 23.0 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.53 1.9 5.9 11.3 23.0 13.8 6.8 18.0
HSBC Tax Saver Equity Fund (G) Rank 3
167.29 3.6 12.0 19.2 22.9 17.6 9.8 18.9
SBI Magnum Tax Gain (G) Rank 3
4,051.57 3.0 8.2 16.6 22.9 15.0 8.9 17.4
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.30 3.2 7.3 10.8 22.7 -- -- --
Principal Personal Tax Saver Rank 4
338.39 3.1 9.3 14.5 22.3 14.3 5.7 16.3
BNP Paribas Tax Advantage Plan (G) Rank 1
144.47 3.2 7.2 10.7 22.3 15.0 11.5 18.7
BOI AXA Tax Advtg -RP (G) Not Ranked
27.01 1.8 5.7 10.9 22.3 13.2 6.3 17.6
Franklin India Tax Shield (G) Rank 3
954.92 2.9 8.9 16.0 22.2 14.0 9.2 20.4
DSP-BRTax Saver Fund -Direct (G) Not Ranked
2.63 3.8 7.5 14.5 22.1 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.07 2.5 5.3 11.5 22.1 -- -- --
Quantum Tax Saving Fund (G) Not Ranked
14.63 3.8 11.3 16.3 21.9 15.7 9.4 22.2
Edelweiss ELSS Fund (G) Not Ranked
22.09 2.4 5.2 11.3 21.7 13.1 8.8 16.0
DSP-BRTax Saver Fund (G) Rank 3
722.92 3.7 7.5 14.3 21.5 15.8 7.9 19.6
IDFC Tax Saver Fund (G) Not Ranked
34.04 2.9 4.8 9.6 21.2 16.3 8.6 18.3
JM Tax Gain Fund -Direct (G) Not Ranked
0.04 2.8 11.4 18.6 21.1 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
7.37 3.0 7.8 12.2 21.0 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
80.19 3.1 7.7 12.0 20.4 12.0 7.6 18.7
L&T Tax Advantage (G) Rank 4
1,105.37 3.0 7.6 11.9 20.3 12.0 5.8 19.4
JM Tax Gain Fund (G) Not Ranked
29.20 2.7 10.9 17.8 20.0 12.0 4.0 11.0
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.11 2.2 5.9 12.2 19.8 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.07 2.7 8.2 10.1 19.7 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.02 2.7 7.5 12.8 19.3 -- -- --
DWS Tax Saving Fund (G) Not Ranked
44.54 2.7 8.2 10.3 19.3 14.6 5.2 13.4
Tata Tax Saving Fund - Direct Not Ranked
0.74 3.2 8.2 8.4 18.6 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
28.49 2.1 5.7 11.6 18.6 11.5 4.0 12.5
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
8.91 3.8 7.3 12.5 18.5 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
5.08 2.6 7.4 12.4 18.3 11.4 5.3 16.5
UTI Master Equity Plan (US) Not Ranked
1,254.19 3.8 7.9 12.1 18.3 12.3 6.3 15.2
Can Robeco Eqty TaxSaver (G) Rank 3
597.49 3.7 7.2 12.2 17.9 12.7 8.2 21.6
Union KBC Tax Saver - Direct (G) Not Ranked
0.34 2.6 7.2 13.3 17.7 -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
1.96 3.6 6.8 11.8 17.7 -- -- --
Escorts Tax Plan (G) Not Ranked
2.55 7.2 10.3 16.4 17.7 -1.4 -6.4 6.6
Union KBC Tax Saver Scheme (G) Not Ranked
53.87 2.5 7.1 13.2 17.5 15.2 -- --
UTI Equity Tax Saving (G) Rank 4
425.54 3.6 6.7 11.6 17.3 12.2 5.6 15.5
Escorts Tax Plan - Direct (G) Not Ranked
0.01 7.2 10.4 15.4 17.0 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
102.78 4.9 8.8 20.7 16.9 10.7 7.6 18.6
UTI Long Term Advantage S2 (G) Not Ranked
117.68 3.1 8.5 13.8 16.3 12.2 6.2 15.8
Tata Tax Saving Fund Rank 3
125.20 3.1 8.0 7.9 16.0 11.3 6.6 17.7
ING Tax Saving -Direct (G) Not Ranked
0.05 3.5 7.9 12.1 16.0 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
3.94 3.9 7.4 13.1 14.7 -- -- --
ING Tax Saving (G) Not Ranked
22.20 3.3 7.5 11.3 14.5 9.4 3.3 18.0
Sundaram Tax Saver (G) Rank 5
1,162.76 3.8 7.3 13.0 14.4 10.9 5.8 15.0
UTI Long Term Advantage (G) Not Ranked
186.77 3.0 8.4 13.4 13.6 10.2 3.3 14.4
Taurus Tax Shield - Direct (G) Not Ranked
0.16 1.9 6.5 12.5 13.4 -- -- --
Taurus Tax Shield (G) Not Ranked
87.10 1.9 6.4 12.2 13.0 9.7 3.7 16.3
Religare Invesco AGILE Tax (G) Not Ranked
6.56 1.9 1.2 5.4 12.8 9.6 5.7 10.3
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.03 3.3 0.1 4.6 11.7 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
26.65 3.2 -0.2 4.1 10.8 4.6 -1.1 10.3
Kotak Tax Saver - Direct (G) Not Ranked
0.57 2.5 7.0 11.7 9.8 -- -- --
Kotak Tax Saver (G) Rank 5
334.45 2.4 6.9 11.4 9.3 7.1 2.5 14.7
Tata Infra Tax Saving Fund (G) Not Ranked
5.80 4.4 14.0 18.3 8.2 2.1 -4.3 7.1
IDBI Equity Advantage -Direct (G) Not Ranked
0.31 4.1 8.0 17.1 -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
18.74 4.0 7.7 16.7 -- -- -- --
CATEGORY AVERAGE 3.5 8.0 15.1 20.2 7.5 3.6 8.8

Note : Returns have been calculated based on NAV's as on Apr 16, 2014 & Index values as on Apr 17, 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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