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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 Jun 29, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Axis Long Term Equity Fund (G) Rank 1
4,161.99 -0.8 -1.8 7.1 32.5 42.6 33.4 21.8
Religare Invesco Tax Plan (G) Rank 1
230.36 -1.1 -1.9 6.3 26.2 34.8 27.0 16.1
Birla SL Tax Relief 96 (G) Rank 2
1,980.10 -1.6 -2.1 6.7 29.2 36.4 28.1 13.2
Franklin India Tax Shield (G) Rank 2
1,616.05 -1.4 -0.7 5.4 28.9 34.3 25.7 17.2
Reliance Tax Saver (ELSS) (G) Rank 2
4,094.47 -4.1 -6.9 -2.6 17.5 42.4 28.8 17.9
BNP Paribas Long Term Equity (G) Rank 2
348.46 -0.8 -1.3 8.2 26.6 35.5 26.8 17.0
Tata Tax Saving Fund - Plan A (D) Rank 3
187.63 -2.8 -3.5 1.5 13.4 22.3 18.7 11.6
HSBC Tax Saver Equity Fund (G) Rank 3
202.82 -0.8 -1.4 1.0 14.2 28.6 22.9 13.4
SBI Magnum Tax Gain (G) Rank 3
5,212.24 -0.6 -0.1 7.0 21.7 32.9 24.6 13.9
DSP-BRTax Saver Fund (G) Rank 3
1,098.37 -0.9 -0.9 4.0 20.0 31.9 25.7 13.9
Birla Sun Life Tax Plan (G) Rank 3
233.91 -1.7 -2.3 6.1 27.9 35.1 27.2 15.7
ICICI Pru Tax Plan (G) Rank 3
2,477.60 -2.5 -3.6 -- 11.5 33.6 24.1 14.6
Principal Tax Savings Rank 3
272.55 -1.7 0.1 1.9 12.9 32.3 25.6 13.3
Kotak Tax Saver - Regular (G) Rank 3
504.50 -1.0 -1.6 4.8 29.1 30.6 20.8 11.7
UTI Equity Tax Saving (G) Rank 3
575.71 -1.1 -2.6 2.4 15.8 25.1 19.3 11.2
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
306.46 0.7 0.9 11.8 30.1 37.6 29.0 16.9
L&T Tax Advantage (G) Rank 4
1,596.56 -0.8 0.1 3.7 18.3 28.4 21.6 12.7
Principal Personal Tax Saver Rank 4
373.58 -1.4 -2.0 1.8 12.7 27.2 19.9 10.0
Sundaram Tax Saver (G) Rank 4
1,227.94 -0.2 -0.4 4.0 19.8 26.7 20.8 11.6
Can Robeco Eqty TaxSaver (G) Rank 4
887.30 -2.1 -3.6 1.4 16.3 26.6 20.0 13.1
HDFC Tax Saver (G) Rank 5
5,000.51 -2.9 -2.7 -2.9 7.6 31.4 21.1 12.1
HDFC Long Term Advantage (G) Rank 5
1,159.04 -0.5 -1.0 0.4 10.5 27.8 21.4 13.2
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
107.42 -4.1 -6.7 -2.2 18.5 43.5 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.19 -0.4 -1.4 6.6 22.5 30.4 -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
78.34 -2.4 -3.4 0.5 12.5 34.7 -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
3.69 -1.0 -1.4 7.3 28.3 36.5 -- --
Reliance ELSF - Series 1 (G) Not Ranked
135.34 -2.1 -1.8 -2.4 16.7 30.5 20.5 13.0
Kotak Tax Saver - Direct (G) Not Ranked
2.52 -0.9 -1.2 5.4 30.2 31.4 -- --
Religare Invesco AGILE Tax (G) Not Ranked
5.66 -2.6 -5.1 -2.9 4.0 10.3 9.9 7.9
Sahara Taxgain (G) Not Ranked
11.34 -1.6 1.5 -1.8 -0.8 27.4 17.9 10.9
Quantum Tax Saving Fund (G) Not Ranked
31.43 -0.8 -0.1 0.6 9.6 25.0 19.9 13.3
ICICI Pru RIGHT Fund (G) Not Ranked
69.12 -1.6 -0.5 5.8 30.6 44.2 33.1 21.9
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
25.48 -2.4 -1.7 -- -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
1.86 -2.3 -1.6 -- -- -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
7.36 -1.0 -3.4 1.9 14.2 25.1 14.9 3.4
Franklin (I) Tax Shield -Direct (G) Not Ranked
55.24 -1.4 -0.5 5.9 30.0 35.3 -- --
Union KBC Tax Saver Scheme (G) Not Ranked
82.56 -1.7 -2.2 1.2 15.3 24.7 22.2 --
Union KBC Tax Saver - Direct (G) Not Ranked
1.63 -1.6 -2.1 1.5 15.8 25.1 -- --
UTI Master Equity Plan (US) Not Ranked
1,722.16 0.9 2.3 2.2 14.9 25.8 20.6 11.6
UTI Long Term Advantage (G) Not Ranked
232.30 1.3 1.6 3.6 16.2 26.5 19.9 9.4
UTI Long Term Advantage S2 (G) Not Ranked
140.87 1.3 1.6 3.6 16.2 28.1 20.7 11.5
UTI Equity Tax Saving - Direct (G) Not Ranked
11.03 1.3 0.8 4.2 19.6 28.8 -- --
Tata Tax Advantage Fund-1(G) Not Ranked
103.20 -2.3 -4.4 4.9 21.6 28.3 21.7 13.7
Tata Tax Saving Fund - Direct (G) Not Ranked
16.83 -2.8 -3.3 6.7 -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
2.66 -2.7 -5.1 -- -- -- -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
413.91 -2.5 -2.7 5.8 22.9 40.0 27.8 13.4
SBI Tax Advantage Sr-2 (G) Not Ranked
55.72 -3.2 -4.2 0.8 19.9 40.4 30.9 --
SBI Magnum Tax Gain - Direct (G) Not Ranked
84.46 -0.6 0.1 7.3 22.3 33.6 -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
33.64 -2.0 -0.7 5.7 26.7 -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.80 -2.0 -0.5 6.0 27.0 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
11.83 -0.2 -0.3 4.2 20.2 27.2 -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.94 -2.8 -3.4 6.0 -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.14 -2.6 -5.0 -- -- -- -- --
JPMorgan Tax Advantage (G) Not Ranked
9.97 -0.5 -1.9 5.2 20.3 28.8 21.0 12.5
Axis Long Term Equity - Direct (G) Not Ranked
83.73 -0.7 -1.5 7.6 34.3 44.4 -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
4.21 -1.7 -2.1 6.6 29.0 36.2 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
28.00 -1.6 -2.0 6.9 30.1 37.3 -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
25.51 -2.0 -3.5 1.7 16.9 27.2 -- --
L&T Tax Saver Fund (G) Not Ranked
31.80 -0.5 2.0 2.3 17.5 31.2 20.9 10.1
L&T Long Term Adv. Fund - I (G) Not Ranked
1.90 -0.1 1.7 3.0 21.2 32.6 21.9 10.6
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
26.01 -0.8 0.2 4.0 19.0 29.2 -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.29 -2.1 -3.3 -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.14 -2.2 -3.7 -- -- -- -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
2.28 -0.7 -1.1 8.5 27.1 36.1 -- --
IDFC Tax Saver Fund (G) Not Ranked
39.50 -1.6 -4.5 5.1 16.1 24.2 21.6 12.4
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
8.43 0.7 1.2 12.6 32.2 39.2 -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
46.36 -1.0 -2.1 4.7 19.6 29.2 22.1 11.3
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 -1.0 -2.0 5.1 20.5 30.0 22.8 11.8
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.00 -0.9 -1.7 5.6 21.3 30.6 -- --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
42.14 -2.2 -3.7 0.7 15.3 -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.29 -2.1 -3.3 1.4 17.4 -- -- --
Taurus Tax Shield (G) Not Ranked
92.36 -1.2 -2.2 4.7 13.4 23.3 17.3 10.1
Taurus Tax Shield - Direct (G) Not Ranked
0.38 -1.0 -1.9 5.1 13.9 23.8 -- --
DWS Tax Saving Fund (G) Not Ranked
46.79 -1.5 -1.1 3.5 18.0 26.2 22.4 9.9
IDBI Equity Advantage - Reg (G) Not Ranked
267.39 -2.0 -3.1 3.3 37.5 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
3.75 -2.0 -3.0 3.7 38.4 -- -- --
Principal Tax Savings - Direct Not Ranked
1.41 -1.6 0.2 2.2 13.5 32.9 -- --
Birla SL Tax Savings (G) Not Ranked
27.12 -1.5 -2.1 6.5 24.3 29.6 21.4 11.6
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 -1.6 -2.2 6.2 24.5 30.5 -- --
LIC NOMURA Tax Plan (G) Not Ranked
43.99 -2.6 -2.3 3.9 25.8 30.6 22.3 12.0
LIC NOMURA Tax Plan - Direct (G) Not Ranked
1.17 -2.5 -2.3 4.0 26.6 31.6 -- --
JM Tax Gain Fund (G) Not Ranked
33.93 0.8 2.1 5.9 22.1 32.7 26.2 10.2
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.22 -0.8 -1.2 1.4 15.0 29.5 -- --
HDFC Tax Saver - Direct (G) Not Ranked
146.68 -2.9 -2.6 -2.7 8.0 32.1 -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.25 -1.3 -0.8 4.2 19.0 26.9 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
11.66 -0.8 -0.7 4.3 20.7 32.7 -- --
Escorts Tax Plan (G) Not Ranked
3.11 -3.6 -1.8 2.9 29.9 32.5 16.2 3.4
Escorts Tax Plan - Direct (G) Not Ranked
0.03 -3.6 -1.8 3.4 30.9 32.7 -- --
Edelweiss ELSS Fund (G) Not Ranked
54.25 -3.0 -0.8 7.8 24.0 28.9 24.1 14.1
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.85 -3.0 -0.7 8.0 24.6 29.5 -- --
Sahara Taxgain - Direct (G) Not Ranked
0.77 -1.5 1.7 -1.6 -0.4 27.8 -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
38.18 -0.4 -0.9 0.6 11.0 28.4 -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.11 0.9 2.5 6.4 23.1 33.9 -- --
CATEGORY AVERAGE -1.5 -1.7 3.2 18.3 26.8 19.2 10.2

Note : Returns have been calculated based on NAV's as on Jun 29, 2015 & Index values as on Jun 30, 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.

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