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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 May 22, 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
SBI Magnum Tax Gain (G) Rank 3
5,212.24 3.5 0.1 6.0 31.9 32.3 27.9 15.8
HDFC Tax Saver (G) Rank 5
5,000.51 -0.9 -3.5 -2.5 16.4 31.1 24.8 14.2
Axis Long Term Equity Fund (G) Rank 1
4,161.99 1.9 1.2 9.9 46.3 43.4 37.7 24.2
Reliance Tax Saver (ELSS) (G) Rank 2
4,094.47 -0.4 -5.8 2.2 35.1 42.4 32.6 20.6
ICICI Pru Tax Plan (G) Rank 3
2,477.60 0.6 -2.5 1.3 22.3 34.8 29.1 16.9
Birla SL Tax Relief 96 (G) Rank 2
1,980.10 -0.4 -0.8 10.4 42.9 36.7 32.1 15.1
UTI Master Equity Plan (US) Not Ranked
1,722.16 1.4 -3.3 -0.3 18.8 22.7 22.7 13.1
Franklin India Tax Shield (G) Rank 2
1,616.05 0.9 -0.1 6.3 37.2 34.3 29.2 18.8
L&T Tax Advantage (G) Rank 4
1,596.56 1.0 -0.5 3.6 24.8 27.4 24.3 14.6
Sundaram Tax Saver (G) Rank 4
1,227.94 1.1 -2.4 2.8 25.6 25.5 23.8 13.1
HDFC Long Term Advantage (G) Rank 5
1,159.04 -0.9 -2.9 -2.5 17.8 26.5 24.0 15.3
DSP-BRTax Saver Fund (G) Rank 3
1,098.37 -0.3 -1.7 2.6 26.4 31.2 28.5 15.5
Can Robeco Eqty TaxSaver (G) Rank 4
887.30 0.6 -2.1 2.1 25.7 27.0 24.4 14.9
UTI Equity Tax Saving (G) Rank 3
575.71 0.7 -3.3 2.1 24.4 24.9 23.3 13.0
Kotak Tax Saver - Regular (G) Rank 3
504.50 1.2 -1.5 5.8 37.6 28.8 24.9 13.4
SBI Tax Advantage Sr-1 (G) Not Ranked
413.91 1.4 2.8 7.8 38.5 39.9 30.9 15.8
Principal Personal Tax Saver Rank 4
373.58 1.7 -1.8 1.2 19.5 27.2 24.2 12.2
BNP Paribas Long Term Equity (G) Rank 2
348.46 0.6 -0.1 7.8 35.1 34.8 30.0 19.0
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
306.46 1.0 2.5 12.0 39.7 36.0 32.5 18.2
Principal Tax Savings Rank 3
272.55 0.9 -1.8 0.7 19.5 31.8 29.0 14.9
IDBI Equity Advantage - Reg (G) Not Ranked
267.39 1.9 -1.3 11.1 54.6 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
233.91 -0.4 -1.1 9.7 41.4 35.5 31.2 17.7
UTI Long Term Advantage (G) Not Ranked
232.30 1.2 -2.4 1.0 20.8 23.0 22.5 10.9
Religare Invesco Tax Plan (G) Rank 1
230.36 0.6 -2.1 5.7 36.2 34.6 30.2 17.8
HSBC Tax Saver Equity Fund (G) Rank 3
202.82 0.9 -3.6 1.5 21.9 26.8 27.4 14.9
Tata Tax Saving Fund - Plan A (D) Rank 3
187.63 1.3 -1.6 0.9 23.1 23.5 22.3 13.6
HDFC Tax Saver - Direct (G) Not Ranked
146.68 -0.9 -3.4 -2.3 16.9 31.8 -- --
UTI Long Term Advantage S2 (G) Not Ranked
140.87 1.2 -2.5 1.0 20.8 25.1 23.1 13.3
Reliance ELSF - Series 1 (G) Not Ranked
135.34 0.7 -4.6 -1.2 26.1 28.8 23.3 15.3
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
107.42 -0.4 -5.6 2.7 36.3 43.5 -- --
Tata Tax Advantage Fund-1(G) Not Ranked
103.20 0.5 -3.0 7.6 30.6 29.0 24.9 15.6
Taurus Tax Shield (G) Not Ranked
92.36 -0.1 -2.5 3.0 19.1 22.6 21.2 11.8
SBI Magnum Tax Gain - Direct (G) Not Ranked
84.46 3.5 0.3 6.3 32.6 33.0 -- --
Axis Long Term Equity - Direct (G) Not Ranked
83.73 2.0 1.4 10.6 48.3 45.2 -- --
Union KBC Tax Saver Scheme (G) Not Ranked
82.56 -0.7 -3.5 1.6 22.4 24.9 25.4 --
ICICI Pru Tax Plan- Direct (G) Not Ranked
78.34 0.7 -2.3 1.8 23.3 35.8 -- --
ICICI Pru RIGHT Fund (G) Not Ranked
69.12 2.8 3.5 8.2 44.3 43.5 36.3 24.4
SBI Tax Advantage Sr-2 (G) Not Ranked
55.72 0.4 0.6 4.4 35.9 39.7 33.7 --
Franklin (I) Tax Shield -Direct (G) Not Ranked
55.24 0.9 0.1 6.7 38.3 35.3 -- --
Edelweiss ELSS Fund (G) Not Ranked
54.25 2.3 1.4 8.9 33.5 29.1 26.7 16.3
DWS Tax Saving Fund (G) Not Ranked
46.79 1.2 -1.2 3.4 24.8 26.8 26.3 11.6
BOI AXA Tax Advtg -RP (G) Not Ranked
46.36 1.1 -1.1 4.9 26.4 29.5 26.0 12.2
LIC NOMURA Tax Plan (G) Not Ranked
43.99 2.0 -0.2 7.7 38.8 31.6 26.9 14.4
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
42.14 0.2 -2.7 2.2 24.6 -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.14 0.2 -6.6 -- -- -- -- --
IDFC Tax Saver Fund (G) Not Ranked
39.50 1.0 -1.9 7.6 27.2 26.5 25.9 14.5
HDFC Long Term Advant. - Direct (G) Not Ranked
38.18 -0.9 -2.8 -2.3 18.3 27.1 -- --
JM Tax Gain Fund (G) Not Ranked
33.93 3.1 0.2 4.1 27.5 30.8 28.4 11.0
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
33.64 1.8 4.3 9.6 44.8 -- -- --
L&T Tax Saver Fund (G) Not Ranked
31.80 0.7 -0.8 3.0 22.4 30.1 24.2 11.6
Quantum Tax Saving Fund (G) Not Ranked
31.43 1.3 -0.3 -1.1 16.3 24.0 23.7 15.0
Birla SL Tax Relief 96-Direct (G) Not Ranked
28.00 -0.4 -0.7 10.7 43.9 37.7 -- --
Birla SL Tax Savings (G) Not Ranked
27.12 -0.5 -1.0 9.8 30.1 29.2 24.6 14.0
L&T Tax Advantage -Direct (G) Not Ranked
26.01 1.0 -0.4 3.9 25.6 28.1 -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
25.51 0.6 -2.0 2.3 26.3 27.6 -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
25.48 -3.1 -0.7 -- -- -- -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
16.83 1.3 -1.3 11.1 -- -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
11.83 1.1 -2.3 3.0 26.1 25.9 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
11.66 -0.2 -1.5 2.9 27.1 31.9 -- --
Sahara Taxgain (G) Not Ranked
11.34 1.0 -3.7 -3.2 6.7 26.6 20.7 12.9
UTI Equity Tax Saving - Direct (G) Not Ranked
11.03 0.8 -3.0 2.6 25.5 25.7 -- --
JPMorgan Tax Advantage (G) Not Ranked
9.97 1.7 -2.0 4.2 26.4 27.9 24.0 14.4
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
8.43 1.1 2.8 13.0 41.9 37.6 -- --
Tata Infra Tax Saving Fund (G) Not Ranked
7.36 -0.3 -3.4 4.4 20.9 24.0 19.3 5.2
Religare Invesco AGILE Tax (G) Not Ranked
5.66 -0.4 -3.3 -2.1 11.9 8.6 12.5 8.9
Birla Sun Life Tax Plan-Direct (G) Not Ranked
4.21 -0.4 -0.9 10.3 42.7 36.6 -- --
IDBI Equity Advantage -Direct (G) Not Ranked
3.75 2.0 -1.2 11.6 55.7 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
3.69 0.8 -1.7 6.7 38.3 36.3 -- --
Escorts Tax Plan (G) Not Ranked
3.11 -0.9 -1.1 9.4 39.4 34.3 20.3 5.2
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
2.66 -3.3 -- -- -- -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
2.52 1.3 -1.1 6.3 38.7 29.6 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 1.1 -0.9 5.2 27.3 30.3 26.7 12.6
BNP Paribas Long Term Equity-DP (G) Not Ranked
2.28 0.6 0.1 8.1 35.7 35.3 -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.90 -- -1.5 3.6 24.5 30.4 25.1 12.3
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
1.86 -3.0 -0.6 -- -- -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.80 1.8 4.5 9.8 45.3 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
1.63 -0.6 -3.4 1.9 22.9 25.3 -- --
Principal Tax Savings - Direct Not Ranked
1.41 1.0 -1.7 1.0 20.1 32.4 -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.22 1.0 -3.4 1.8 22.8 27.6 -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
1.17 2.0 -0.2 7.9 39.7 32.6 -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.00 1.2 -0.7 5.8 28.1 30.9 -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.94 1.3 -1.4 9.6 -- -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.85 2.4 1.5 9.2 34.1 29.6 -- --
Sahara Taxgain - Direct (G) Not Ranked
0.77 1.1 -3.6 -3.0 7.1 27.0 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.38 -- -2.3 3.2 19.4 23.0 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.29 0.3 -- -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.29 0.3 -2.4 2.8 26.8 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.25 1.3 -1.0 3.9 25.7 27.4 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.19 1.9 -1.2 5.4 28.5 29.6 -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.14 -3.3 -- -- -- -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.11 3.2 0.1 4.3 28.3 31.9 -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 -0.4 -1.2 9.7 30.6 30.3 -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.03 -0.9 -1.1 10.0 40.6 34.4 -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 0.7 -1.4 4.1 26.6 26.4 22.1 11.7

Note : Returns have been calculated based on NAV's as on May 22, 2015 & Index values as on May 22, 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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