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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 Aug 21, 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 1.8 15.6 61.6 105.3 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 1.8 15.4 61.1 103.9 34.6 27.0 20.9
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 2.4 17.7 46.0 85.0 33.1 22.3 13.2
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 2.5 16.2 43.7 84.4 35.1 -- --
Axis Long Term Equity - Direct (G) Not Ranked
23.80 3.5 17.7 42.9 81.8 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 3.4 17.3 41.8 79.6 35.8 27.5 --
HDFC Tax Saver - Direct (G) Not Ranked
74.77 2.8 11.5 47.2 79.5 -- -- --
HDFC Tax Saver (G) Rank 3
4,036.36 2.8 11.4 46.8 78.4 30.3 20.2 17.6
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 3.3 11.6 43.8 73.9 -- -- --
Principal Tax Savings - Direct Not Ranked
0.40 1.9 9.7 41.3 73.4 -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 4.0 11.8 43.7 73.1 -- -- --
Principal Tax Savings Rank 2
227.71 1.8 9.6 41.0 72.9 31.9 25.7 14.8
JM Tax Gain Fund (G) Not Ranked
31.40 3.2 11.4 42.9 72.2 26.6 20.2 10.9
ICICI Pru Tax Plan (G) Rank 2
1,840.90 3.9 11.6 43.1 71.7 31.9 24.5 20.0
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 1.1 13.6 37.2 71.3 35.1 26.7 --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 2.1 11.0 37.6 71.1 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 2.0 10.8 37.2 69.9 28.0 22.9 15.6
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 3.5 16.3 39.3 69.4 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 3.0 15.0 37.3 68.8 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 2.5 13.1 36.5 68.4 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 2.9 14.9 37.0 68.1 27.1 22.5 14.8
Religare Invesco Tax Plan (G) Rank 2
159.04 3.4 15.9 38.5 67.8 29.3 20.7 18.0
HDFC Long Term Advantage (G) Rank 3
967.64 2.5 12.9 36.1 67.4 29.5 21.5 17.5
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 3.0 13.1 40.7 67.2 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
808.27 2.9 13.0 40.3 66.4 29.8 23.1 16.7
Sahara Taxgain - Direct (G) Not Ranked
0.49 -1.6 5.8 36.0 66.0 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 -1.6 5.7 35.8 65.5 24.7 18.4 15.1
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 1.2 15.1 34.7 64.4 -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 1.0 7.5 45.0 64.0 14.2 9.9 4.7
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 1.2 14.9 34.3 63.3 27.6 20.1 13.2
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 1.2 14.9 34.1 63.0 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 2.0 13.7 32.5 62.6 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
113.38 2.4 10.9 36.3 62.1 21.8 20.3 16.1
Birla Sun Life Tax Plan (G) Rank 3
135.05 1.1 14.6 33.5 61.9 26.8 20.0 14.1
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 4.1 13.7 36.6 61.5 -- -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 1.9 13.4 31.9 61.3 28.5 23.0 17.2
Franklin India Tax Shield (G) Rank 3
1,133.25 4.1 13.6 36.2 60.5 26.5 21.1 17.6
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 3.8 15.0 40.6 60.4 -- -- --
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 3.8 15.0 40.4 60.1 29.8 22.6 17.3
Principal Personal Tax Saver Rank 4
353.73 1.9 9.7 33.2 58.0 23.8 18.8 12.3
UTI Long Term Advantage S2 (G) Not Ranked
125.42 1.7 11.1 35.1 57.9 23.3 17.6 13.8
L&T Tax Saver Fund (G) Not Ranked
28.82 1.1 7.1 32.1 57.6 22.3 16.1 10.7
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 1.7 7.5 28.2 56.9 22.9 16.6 14.4
Kotak Tax Saver - Direct (G) Not Ranked
1.12 4.7 13.1 36.4 56.9 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 3.2 15.5 32.4 56.8 -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 5.4 15.3 39.8 56.6 17.1 8.7 3.9
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 2.5 12.3 35.9 56.3 -- -- --
Kotak Tax Saver (G) Rank 5
369.34 4.7 13.0 36.0 56.2 18.6 16.1 11.5
ING Tax Saving -Direct (G) Not Ranked
0.05 1.9 8.3 33.4 55.8 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 1.7 10.1 29.4 55.7 -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.01 5.4 15.4 40.2 55.6 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 2.5 10.7 34.7 55.5 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 2.5 12.2 35.5 55.5 24.3 19.0 16.5
Quantum Tax Saving Fund (G) Not Ranked
20.43 3.4 9.7 33.2 55.4 25.4 21.8 17.9
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 1.8 10.0 32.8 55.4 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
30.84 3.1 15.2 31.7 55.3 23.7 17.9 10.4
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 1.7 10.0 29.2 55.2 24.4 18.7 11.7
Sundaram Tax Saver (G) Rank 5
1,139.83 2.4 10.6 34.4 55.0 20.8 17.5 11.0
UTI Long Term Advantage (G) Not Ranked
204.16 1.7 11.0 34.7 54.3 21.9 16.5 11.1
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 1.7 9.8 28.8 54.3 23.7 18.2 11.3
L&T Tax Advantage -Direct (G) Not Ranked
14.49 1.9 10.4 34.7 54.1 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
5.99 1.7 9.7 32.2 54.1 21.6 16.4 13.8
ING Tax Saving (G) Not Ranked
23.44 1.9 8.0 32.5 53.8 21.7 14.5 13.4
L&T Tax Advantage (G) Rank 4
1,262.67 1.9 10.2 34.2 53.2 23.2 17.6 16.0
Taurus Tax Shield - Direct (G) Not Ranked
0.26 1.4 8.6 31.5 52.5 -- -- --
UTI Master Equity Plan (US) Not Ranked
1,428.55 2.5 10.3 31.5 52.2 22.9 18.0 13.1
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 1.8 9.4 32.5 52.0 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 1.4 8.6 31.3 52.0 19.8 15.3 11.8
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 2.0 11.3 31.2 51.6 -- -- --
DWS Tax Saving Fund (G) Not Ranked
42.77 1.8 9.2 32.1 51.6 24.9 17.4 10.9
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 0.6 9.5 30.1 50.9 -- -- --
UTI Equity Tax Saving (G) Rank 4
453.64 1.9 11.0 30.8 50.9 22.1 16.7 12.4
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 0.6 9.4 30.0 50.6 25.6 -- --
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 2.3 11.3 30.7 50.2 21.8 17.3 14.9
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 1.0 9.7 26.5 50.1 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
32.96 1.0 9.5 26.3 49.5 23.6 18.0 13.4
Tata Tax Saving Fund - Direct Not Ranked
1.47 2.1 12.0 33.6 48.6 -- -- --
Tata Tax Saving Fund Rank 3
144.15 2.0 11.8 33.1 47.4 21.4 17.2 13.8
IDFC Tax Saver Fund (G) Not Ranked
34.86 2.5 11.0 25.7 47.4 24.4 20.1 14.9
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 1.7 9.5 23.3 45.5 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 1.7 9.3 22.8 44.4 15.4 12.2 6.2
Religare Invesco AGILE Tax (G) Not Ranked
6.19 1.9 11.1 9.3 31.8 12.8 13.3 9.8
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 3.0 18.7 -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 2.9 18.6 -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 2.3 17.9 39.7 -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 2.3 18.1 40.1 -- -- -- --
CATEGORY AVERAGE 2.2 11.9 34.2 57.3 14.0 10.2 7.0

Note : Returns have been calculated based on NAV's as on Aug 21, 2014 & Index values as on Aug 21, 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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