YOU ARE HERE > Moneycontrol > Mutual Funds > Evaluate > Performance Tracker : ELSS
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, 2015
Compare With Indices
  • Sensex
  • Nifty
  • BANK Nifty
  • BANKEX
  • BSE Auto
  • BSE CD INDEX
  • BSE FMCG INDEX
  • BSE HEALTHCARE
  • BSE IPO
  • BSE IT INDEX
  • BSE Metal
  • BSE Oil & Gas
  • BSE POWER INDEX
  • BSE PSU INDEX
  • BSE REALTY
  • BSE TECk INDEX
  • BSE-100
  • BSE-200
  • BSE-500
  • BSE-MIDCAP
  • BSE-SMALLCAP
  • CAPITAL GOODS
  • CNX 100
  • CNX IT
  • CNX Midcap
  • CNX NIFTY JR
  • Nifty Midcap 50
  • S&P CNX 500
  • S&P CNX Defty

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Axis Long Term Equity Fund (G) Rank 1
4,996.45 1.6 3.7 3.1 33.9 46.5 34.4 21.8
Religare Invesco Tax Plan (G) Rank 1
239.56 3.4 6.7 4.8 31.6 42.1 29.2 16.5
Birla SL Tax Relief 96 (G) Rank 2
1,930.42 3.7 4.1 3.1 36.4 43.2 30.4 14.0
Franklin India Tax Shield (G) Rank 2
1,658.95 2.9 6.3 3.4 33.9 39.4 27.6 17.6
Reliance Tax Saver (ELSS) (G) Rank 2
4,294.44 1.7 -1.2 -3.8 26.1 53.9 30.5 18.0
BNP Paribas Long Term Equity (G) Rank 2
388.04 3.8 8.3 5.8 33.5 40.3 29.5 17.9
Tata Tax Saving Fund - Regular Plan (D) Rank 3
184.61 4.7 6.5 -0.1 20.1 28.0 20.8 12.7
HSBC Tax Saver Equity Fund (G) Rank 3
183.33 3.5 5.3 -0.5 22.5 36.8 25.2 13.9
SBI Magnum Tax Gain (G) Rank 3
4,788.51 1.3 5.3 1.7 24.9 37.4 25.6 14.2
DSP-BRTax Saver Fund (G) Rank 3
1,096.27 3.8 6.9 3.7 26.8 38.5 27.8 14.3
Birla Sun Life Tax Plan (G) Rank 3
257.62 3.7 4.0 2.6 34.9 41.9 29.4 16.2
ICICI Pru Tax Plan (G) Rank 3
2,529.16 4.0 3.8 -0.3 20.2 40.9 26.5 15.1
Principal Tax Savings Rank 3
264.77 3.0 5.7 1.3 20.9 39.7 27.6 13.8
Kotak Tax Saver - Regular (G) Rank 3
494.64 2.9 5.8 1.5 36.6 38.2 23.1 12.1
UTI Equity Tax Saving (G) Rank 3
590.69 3.3 5.7 0.8 22.9 29.8 21.6 11.7
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
334.20 1.7 4.9 6.9 33.2 40.4 29.6 16.4
L&T Tax Advantage (G) Rank 4
1,558.76 3.9 6.8 3.6 26.7 33.7 23.9 13.2
Principal Personal Tax Saver Rank 4
351.91 2.9 4.8 -0.4 19.1 31.9 21.7 10.4
Sundaram Tax Saver (G) Rank 4
1,155.75 2.6 6.7 1.8 26.3 33.3 22.4 11.7
Can Robeco Eqty TaxSaver (G) Rank 4
849.57 3.3 4.7 0.2 23.1 32.1 22.8 13.7
HDFC Tax Saver (G) Rank 5
4,794.98 2.0 1.8 -2.8 15.5 37.6 23.5 12.3
HDFC Long Term Advantage (G) Rank 5
1,126.60 2.2 3.0 0.4 14.1 31.9 23.1 13.3
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
151.51 1.8 -1.1 -3.4 27.1 55.1 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.20 2.3 6.5 2.8 29.2 34.7 -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
96.03 4.0 4.0 0.1 21.2 42.0 -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
4.99 3.6 7.1 5.7 33.8 43.9 -- --
Reliance ELSF - Series 1 (G) Not Ranked
125.88 2.9 3.5 -2.2 23.6 37.3 22.1 13.0
Kotak Tax Saver - Direct (G) Not Ranked
3.59 3.0 6.1 2.1 37.9 39.2 -- --
Religare Invesco AGILE Tax (G) Not Ranked
5.15 3.7 5.0 -2.0 10.6 14.7 12.1 8.4
Sahara Taxgain (G) Not Ranked
9.54 2.8 5.6 -0.9 10.5 31.6 19.4 11.2
Quantum Tax Saving Fund (G) Not Ranked
33.77 0.2 2.8 -0.6 12.9 29.0 20.5 12.9
ICICI Pru RIGHT Fund (G) Not Ranked
65.19 1.7 2.6 4.5 33.3 46.7 34.9 21.8
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
40.63 3.8 3.3 -- -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.97 3.8 3.4 -- -- -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.78 2.6 4.5 -0.8 23.5 34.7 16.8 4.3
Franklin (I) Tax Shield -Direct (G) Not Ranked
69.98 3.0 6.5 3.8 35.0 40.5 -- --
Union KBC Tax Saver Scheme (G) Not Ranked
78.65 1.8 2.7 -1.7 20.4 28.4 23.4 --
Union KBC Tax Saver - Direct (G) Not Ranked
2.42 1.9 2.9 -1.4 21.0 28.9 -- --
UTI Master Equity Plan (US) Not Ranked
1,645.58 3.8 6.4 0.3 20.1 29.0 21.5 12.1
UTI Long Term Advantage (G) Not Ranked
221.08 3.3 6.2 1.5 20.4 30.1 20.7 9.9
UTI Long Term Advantage S2 (G) Not Ranked
133.46 3.3 6.3 1.5 20.4 31.4 21.7 11.8
UTI Equity Tax Saving - Direct (G) Not Ranked
13.68 3.3 5.9 1.2 24.0 30.7 -- --
Tata Tax Advantage Fund-1(G) Not Ranked
99.12 5.0 6.0 3.2 28.6 33.8 23.9 14.5
Tata Tax Saving Fund - Direct (G) Not Ranked
31.88 4.8 6.7 4.7 -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
33.67 5.5 5.4 -- -- -- -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
405.38 2.8 3.2 6.4 26.9 48.3 30.7 13.5
SBI Tax Advantage Sr-2 (G) Not Ranked
41.69 3.3 2.8 3.3 27.0 47.3 32.8 --
SBI Magnum Tax Gain - Direct (G) Not Ranked
96.23 1.4 5.5 2.0 25.6 38.1 -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
34.33 3.3 4.1 8.1 33.6 -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.84 3.3 4.1 8.4 34.0 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
13.85 2.6 6.8 2.0 26.8 33.7 -- --
Tata Tax Saving Fund - Regular Plan (G) Not Ranked
1.43 4.7 6.5 4.4 -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.77 5.5 5.5 -- -- -- -- --
JPMorgan Tax Advantage (G) Not Ranked
10.55 2.2 6.0 1.6 27.0 33.0 22.6 12.6
Axis Long Term Equity - Direct (G) Not Ranked
133.29 1.7 3.9 3.7 35.7 48.4 -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
5.58 3.7 4.1 3.0 36.1 43.0 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
34.14 3.7 4.3 3.4 37.3 44.2 -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
27.74 3.3 4.8 0.5 23.6 32.7 -- --
L&T Tax Saver Fund (G) Not Ranked
29.46 5.1 8.8 3.5 28.8 36.7 23.9 10.9
L&T Long Term Adv. Fund - I (G) Not Ranked
1.83 4.8 8.0 3.3 30.1 37.9 24.2 11.1
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
29.39 3.9 7.0 3.9 27.5 34.5 -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.67 3.5 4.0 -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
41.24 3.4 3.6 -- -- -- -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
3.23 3.8 8.4 6.1 34.1 40.7 -- --
IDFC Tax Saver Fund (G) Not Ranked
37.52 -2.1 -1.0 -4.7 16.7 24.4 20.8 11.3
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
11.63 1.8 5.2 7.7 35.3 42.1 -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
46.39 2.5 5.1 2.1 26.0 32.8 23.6 11.4
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.00 2.5 5.3 2.5 26.9 33.7 24.4 11.9
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.51 2.6 5.5 3.0 27.9 34.4 -- --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.09 3.4 3.6 0.1 24.2 -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 3.5 4.0 0.7 26.5 -- -- --
Taurus Tax Shield (G) Not Ranked
79.30 3.0 4.7 2.3 20.8 29.3 19.4 10.0
Taurus Tax Shield - Direct (G) Not Ranked
0.75 3.1 5.2 2.9 21.6 29.9 -- --
DWS Tax Saving Fund (G) Not Ranked
44.35 2.4 4.5 1.2 24.0 30.6 23.6 9.7
IDBI Equity Advantage - Reg (G) Not Ranked
317.25 3.9 6.2 3.1 45.3 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
5.30 4.0 6.5 3.5 46.3 -- -- --
Principal Tax Savings - Direct Not Ranked
1.73 3.1 5.8 1.5 21.5 40.3 -- --
Birla SL Tax Savings (G) Not Ranked
25.76 3.6 4.2 3.0 31.3 36.0 24.1 12.3
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 3.6 4.1 2.7 31.4 36.9 -- --
LIC NOMURA Tax Plan (G) Not Ranked
47.17 1.4 2.2 0.2 27.5 33.8 24.2 12.2
LIC NOMURA Tax Plan - Direct (G) Not Ranked
1.75 1.5 2.3 0.3 28.2 34.8 -- --
JM Tax Gain Fund (G) Not Ranked
31.85 0.5 6.8 1.4 27.8 38.8 26.6 10.3
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.64 3.6 5.5 -0.1 23.3 37.7 -- --
HDFC Tax Saver - Direct (G) Not Ranked
172.28 2.1 1.9 -2.6 16.0 38.3 -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.56 2.5 4.9 1.8 25.1 31.4 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
14.14 3.8 7.0 4.0 27.5 39.3 -- --
Escorts Tax Plan (G) Not Ranked
2.91 0.8 0.6 -0.8 29.0 37.6 18.8 2.9
Escorts Tax Plan - Direct (G) Not Ranked
0.04 0.8 0.6 -0.8 30.0 37.7 -- --
Edelweiss ELSS Fund (G) Not Ranked
56.67 3.6 5.8 4.7 31.2 34.4 26.7 14.4
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.09 3.5 5.9 4.9 31.7 34.9 -- --
Sahara Taxgain - Direct (G) Not Ranked
0.84 2.9 5.9 -0.6 11.0 32.0 -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
42.45 2.2 3.1 0.6 14.6 32.6 -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.33 0.7 7.3 1.9 28.9 40.0 -- --
CATEGORY AVERAGE 2.9 4.7 1.5 23.9 31.5 20.7 10.4

Note : Returns have been calculated based on NAV's as on Jul 31, 2015 & Index values as on Jul 31, 2015

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.

Quick Links (Mouseover on for more information)
Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.