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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 Jul 21, 2017
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 17
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
Reliance Tax Saver (ELSS) (G) Rank 3
6,327.36 3.8 9.0 21.8 27.1 12.8 15.8 23.1
DSP-BRTax Saver Fund (G) Rank 1
1,757.06 2.3 5.6 17.0 22.4 14.5 17.4 22.1
Principal Tax Savings Rank 1
287.63 1.9 9.0 25.5 31.6 16.5 16.7 22.6
Kotak Tax Saver - Regular (G) Rank 1
529.67 2.9 5.8 19.7 24.1 11.9 18.9 18.2
DSP-BRTax Saver Fund -Direct (G) Rank 1
98.68 2.4 5.9 17.7 23.8 15.5 18.4 --
Tata India Tax Savings Fund - Reg (G) Rank 2
283.59 3.6 7.9 23.5 24.6 16.7 -- --
Sponsored Advt.
DSP-BRTax Saver Fund (G) Rank 1
1,757.06 2.3 5.6 17.0 22.4 14.5 17.4 22.1
IDFC Tax Adv. (ELSS) -Direct (G) Rank 2
27.93 3.4 10.0 28.1 30.8 13.6 19.6 --
HDFC Long Term Advantage (G) Rank 2
1,215.99 3.5 8.9 21.0 27.4 16.0 14.3 19.7
L&T Tax Advantage -Direct (G) Rank 2
52.44 2.7 8.0 24.0 28.3 15.9 18.5 --
Tata India Tax Savings Fund - Direct (G) Rank 2
229.31 3.7 8.3 24.3 25.8 18.0 -- --
Principal Tax Savings - Direct Rank 2
3.10 1.9 9.0 25.7 32.0 17.0 17.2 --
UTI LTEF (Tax Saving) (G) Rank 3
705.59 2.1 4.7 18.0 18.0 9.9 13.2 16.5
UTI LTEF (Tax Saving) - Direct (G) Rank 3
31.62 2.2 5.0 18.6 19.2 11.1 14.3 --
HDFC Tax Saver - Direct (G) Rank 3
342.52 2.0 6.6 19.9 27.8 13.1 12.9 --
HDFC Long Term Advant. - Direct (G) Rank 3
82.98 3.5 9.1 21.5 28.3 16.7 15.0 --
Franklin (I) Tax Shield -Direct (G) Rank 3
225.79 2.7 6.8 17.3 16.9 10.5 17.7 --
Franklin India Tax Shield (G) Rank 3
2,378.99 2.6 6.5 16.7 15.7 9.4 16.6 20.0
Invesco India Tax Plan (G) Rank 3
338.65 2.8 7.7 18.8 19.3 10.1 16.5 21.1
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
3,653.89 2.8 2.7 14.1 14.6 10.1 12.5 19.3
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 3
252.79 2.9 3.1 14.8 16.1 11.5 13.8 --
Reliance Tax Saver (ELSS) (G) Rank 3
6,327.36 3.8 9.0 21.8 27.1 12.8 15.8 23.1
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
379.90 3.8 9.2 22.4 28.2 13.7 16.7 --
HDFC Tax Saver (G) Rank 3
5,359.88 1.9 6.4 19.5 26.9 12.4 12.2 18.5
Sundaram Diversified Equity (G) Rank 3
1,386.92 1.3 6.8 21.8 24.4 13.9 17.4 18.8
Invesco India Tax Plan - DP (G) Rank 3
15.88 2.9 8.2 19.9 21.4 12.0 18.4 --
Birla Sun Life Tax Plan-Direct (G) Rank 3
25.01 3.4 7.7 22.6 24.2 14.1 19.6 --
Birla SL Tax Relief 96 (G) Rank 3
2,579.70 3.3 7.6 22.2 23.3 13.4 19.1 23.1
Birla Sun Life Tax Plan (G) Rank 3
426.94 3.3 7.4 21.9 22.7 12.8 18.3 22.3
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
487.12 3.3 9.8 27.4 29.4 12.3 18.1 22.5
Birla SL Tax Relief 96-Direct (G) Rank 3
155.77 3.4 7.8 22.8 24.6 14.4 20.1 --
IDBI Equity Advantage - Reg (G) Rank 4
536.84 1.3 6.1 19.5 16.5 8.4 18.0 --
IDBI Equity Advantage -Direct (G) Rank 4
13.50 1.4 6.6 20.5 18.2 9.6 19.1 --
Principal Personal Tax Saver Rank 4
311.05 2.4 8.7 18.5 18.6 9.9 11.8 16.9
SBI Magnum Tax Gain - Direct (G) Rank 4
196.00 2.5 8.4 19.4 19.3 8.9 13.7 --
SBI Magnum Tax Gain (G) Rank 4
4,920.52 2.4 8.2 19.0 18.5 8.2 13.0 18.5
Axis Long Term Equity - Direct (G) Rank 4
660.07 2.1 8.7 23.2 18.6 11.2 18.0 --
Axis Long Term Equity Fund (G) Rank 4
10,675.84 2.0 8.4 22.5 17.3 10.0 16.6 24.1
BNP Paribas Long Term Equity (G) Rank 5
491.01 1.5 9.0 23.8 17.1 7.2 15.0 19.9
BNP Paribas Long Term Equity-DP (G) Rank 5
6.80 1.6 9.3 24.3 18.1 8.0 15.8 --
Can Robeco Eqty TaxSaver-Direct (G) Rank 5
42.65 1.6 6.6 19.2 19.2 8.8 12.4 --
Can Robeco Eqty TaxSaver (G) Rank 5
770.73 1.5 6.4 18.7 18.4 8.1 11.7 16.2
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
2.16 2.0 10.5 23.7 26.3 17.5 -- --
SBI LTAF-Sr-4 Regular- Direct (G) Not Ranked
0.10 5.1 13.9 -- -- -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
29.65 4.9 12.3 26.3 35.7 20.0 21.6 27.6
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
38.99 2.1 10.2 22.0 22.9 12.3 19.0 --
BOI AXA Tax Advtg -RP (G) Not Ranked
63.64 3.3 9.9 24.8 24.0 10.5 14.3 18.2
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
46.56 1.7 10.6 23.1 23.9 14.5 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.43 3.4 10.1 25.3 24.9 11.3 15.1 19.0
SBI Tax Advantage Sr-1 (G) Not Ranked
390.16 0.3 5.1 15.1 14.4 9.3 14.8 21.6
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
2.09 2.1 10.2 22.1 23.0 12.4 19.2 --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
3.42 1.7 10.6 23.1 24.0 14.7 -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
40.93 2.0 10.5 23.6 26.3 17.3 -- --
SBI LTAF-Sr-4 Regular (G) Not Ranked
1.11 5.1 13.7 -- -- -- -- --
Sundaram Diversified Equity -Direct (G) Not Ranked
28.60 1.4 7.0 22.1 24.9 14.3 17.8 --
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
28.45 1.4 5.0 16.9 23.4 9.1 -- --
UTI Long Term Advantage S5 (G) Not Ranked
1.40 2.7 1.7 -- -- -- -- --
UTI Long Term Advantage S4 (G) Not Ranked
79.60 2.3 6.3 -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
8.60 0.6 4.6 23.6 27.9 -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
226.23 0.4 4.0 22.3 25.1 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
125.50 2.4 5.3 18.9 18.4 9.9 12.3 16.6
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.93 1.5 5.1 17.1 23.8 9.4 -- --
UTI Master Equity Plan (US) Not Ranked
1,708.15 1.7 6.5 17.6 19.1 10.7 13.0 17.2
Sahara Taxgain - Direct (G) Not Ranked
0.84 3.9 7.1 21.8 23.5 10.6 9.6 --
Union Tax Saver - Direct (G) Not Ranked
4.55 1.7 5.7 15.7 15.3 4.8 9.1 --
Union Tax Saver Scheme (G) Not Ranked
132.72 1.6 5.4 15.1 13.9 3.7 8.2 15.3
Kotak Tax Saver - Direct (G) Not Ranked
10.94 3.0 6.1 20.6 26.0 13.6 20.5 --
Tata Infra Tax Saving Fund (G) Not Ranked
6.07 1.4 0.9 15.9 16.3 8.1 11.8 13.2
UTI Long Term Advantage S4 (G) Not Ranked
3.49 2.5 6.9 -- -- -- -- --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.35 1.7 3.7 15.8 22.5 -- -- --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
21.85 1.6 3.6 15.6 22.0 -- -- --
UTI Long Term Advantage S5 (G) Not Ranked
0.05 2.9 2.3 -- -- -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
3.03 3.4 10.3 25.7 25.8 12.2 16.1 --
Reliance ELSF - Series 1 (G) Not Ranked
114.40 3.3 8.7 21.1 23.5 8.2 12.2 16.4
LIC Tax Plan (G) Not Ranked
76.33 1.5 7.4 18.4 20.1 7.4 13.3 17.2
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 3.6 7.6 22.3 23.6 13.2 18.0 --
Birla SL Tax Savings (G) Not Ranked
24.14 3.8 7.6 22.6 23.7 13.1 17.9 19.1
HSBC Tax Saver Equity -Direct (G) Not Ranked
2.59 2.0 7.7 25.5 29.0 15.9 16.7 --
HSBC Tax Saver Equity Fund (G) Not Ranked
174.33 2.0 7.5 25.1 28.1 15.1 15.9 20.6
L&T Tax Saver Fund (G) Not Ranked
28.44 1.3 9.1 22.9 29.0 17.5 19.7 21.1
L&T Long Term Adv. Fund - I (G) Not Ranked
2.06 1.8 8.7 23.1 28.4 17.8 20.4 21.3
Taurus Tax Shield (G) Not Ranked
52.84 1.5 8.2 22.3 22.9 10.7 13.1 15.9
Sahara Taxgain (G) Not Ranked
7.07 3.8 6.8 21.1 22.2 9.5 8.7 15.2
L&T Tax Advantage (G) Not Ranked
1,877.83 2.6 7.8 23.5 27.4 15.1 17.7 20.1
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.49 1.5 4.8 20.2 21.1 9.3 15.2 --
Edelweiss ELSS Fund (G) Not Ranked
63.66 1.4 4.6 19.7 20.2 8.4 14.5 18.7
Escorts Tax Plan - Direct (G) Not Ranked
1.14 1.8 7.6 19.4 25.2 22.0 23.9 --
Escorts Tax Plan (G) Not Ranked
3.97 1.8 7.6 19.4 25.3 21.9 23.5 19.0
Taurus Tax Shield - Direct (G) Not Ranked
1.03 1.5 8.3 22.5 23.4 12.0 14.2 --
DHFL Pramerica Tax Plan -Direct (G) Not Ranked
1.30 1.8 9.0 25.3 24.0 14.8 17.2 --
LIC Tax Plan - Direct (G) Not Ranked
4.95 1.6 7.7 19.2 21.3 8.3 14.2 --
JM Tax Gain Fund (G) Not Ranked
28.63 1.9 7.4 24.3 26.8 11.1 15.8 20.7
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.10 1.9 5.1 18.5 22.3 9.7 12.6 --
Quantum Tax Saving Fund - (G) Not Ranked
0.00 2.5 5.5 -- -- -- -- --
Quantum Tax Saving Fund - D(G) Not Ranked
48.14 2.5 5.6 12.3 17.2 13.8 13.8 18.1
ICICI Pru RIGHT Fund (G) Not Ranked
50.84 1.9 10.4 20.2 24.2 10.5 16.8 24.3
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.02 2.0 5.3 19.1 23.3 10.6 14.0 --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
68.21 1.9 5.1 18.5 22.3 9.7 -- --
Motilal MOSt Long Term Fund -DP (G) Not Ranked
18.18 1.6 7.7 26.4 37.8 21.3 -- --
Motilal MOSt Long Term Fund -RP (G) Not Ranked
235.21 1.4 7.3 25.5 35.8 19.5 -- --
Mahindra MF KBY - DP (G) Not Ranked
2.13 1.8 7.2 15.5 -- -- -- --
Mahindra MF KBY - RP (G) Not Ranked
113.56 1.6 6.6 14.1 -- -- -- --
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
13.18 3.1 10.7 27.0 37.6 -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
6.22 2.0 5.3 19.1 23.3 10.6 -- --
Invesco India AGILE Tax (G) Not Ranked
4.47 4.2 5.4 13.9 21.1 6.4 7.1 10.0
Edelweiss Tax Advantage -Direct (G) Not Ranked
0.42 2.3 8.0 20.5 17.6 9.0 14.2 --
Edelweiss Tax Advantage (G) Not Ranked
11.84 2.2 7.9 20.2 16.9 8.1 12.9 16.7
JM Tax Gain Fund -Direct (G) Not Ranked
0.56 2.0 7.6 25.1 29.0 13.4 17.8 --
DHFL Pramerica Tax Plan (G) Not Ranked
41.46 1.6 8.6 24.4 22.4 13.2 15.8 19.3
CATEGORY AVERAGE 2.3 7.4 19.0 20.6 10.5 12.0 13.4

Note : Returns have been calculated based on NAV's as on Jul 21, 2017 & Index values as on Jul 21, 2017

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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