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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 27, 2015
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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 -0.4 1.2 -2.1 22.5 50.8 32.5 21.0
HDFC Tax Saver (G) Rank 5
4,794.98 -3.2 -3.5 -10.0 2.7 36.8 20.9 10.3
SBI Magnum Tax Gain (G) Rank 3
4,788.51 -2.9 -1.7 -6.0 11.7 38.9 22.6 12.9
Reliance Tax Saver (ELSS) (G) Rank 3
4,294.44 -3.5 -6.0 -12.7 10.8 52.0 27.4 15.5
ICICI Pru Tax Plan (G) Rank 3
2,529.16 -2.8 -0.2 -6.7 8.2 37.4 24.2 14.1
Birla SL Tax Relief 96 (G) Rank 2
1,930.42 -4.9 -2.6 -5.0 20.6 41.9 26.2 12.2
Franklin India Tax Shield (G) Rank 2
1,658.95 -2.8 -0.3 -3.6 20.0 41.0 25.1 16.0
UTI Master Equity Plan (US) Not Ranked
1,645.58 -3.7 -0.8 -7.4 6.6 29.4 18.3 10.5
L&T Tax Advantage (G) Rank 3
1,558.76 -3.6 0.8 -4.0 13.4 34.0 20.6 11.5
Sundaram Tax Saver (G) Rank 4
1,155.75 -4.2 0.3 -5.6 13.5 34.3 19.4 10.2
HDFC Long Term Advantage (G) Rank 5
1,126.60 -2.6 -2.3 -6.6 1.7 32.5 20.4 11.5
DSP-BRTax Saver Fund (G) Rank 3
1,096.27 -3.5 1.1 -4.6 13.1 39.1 24.9 12.9
Can Robeco Eqty TaxSaver (G) Rank 4
849.57 -5.8 -2.9 -9.6 7.7 31.2 19.4 11.3
UTI Equity Tax Saving (G) Rank 4
590.69 -3.2 -0.5 -7.3 10.1 30.8 18.7 10.1
Kotak Tax Saver - Regular (G) Rank 3
494.64 -5.1 -2.6 -5.7 17.8 37.8 19.2 9.8
SBI Tax Advantage Sr-1 (G) Not Ranked
405.38 -3.0 -1.3 -1.5 14.6 47.9 28.2 12.3
BNP Paribas Long Term Equity (G) Rank 2
388.04 -5.4 -1.5 -4.1 16.2 38.3 25.7 15.7
Principal Personal Tax Saver Rank 3
351.91 -3.9 -2.4 -8.7 6.4 30.8 18.4 8.8
IDFC Tax Advantage (ELSS)-RP (G) Rank 2
334.20 -3.6 -1.7 -2.2 20.0 40.4 26.6 15.1
IDBI Equity Advantage - Reg (G) Not Ranked
317.25 -1.2 1.6 -1.9 31.5 43.2 -- --
Principal Tax Savings Rank 3
264.77 -4.9 -3.1 -8.1 6.9 37.8 23.7 11.8
Birla Sun Life Tax Plan (G) Rank 3
257.62 -4.9 -2.7 -5.3 19.5 40.6 25.3 14.0
Religare Invesco Tax Plan (G) Rank 1
239.56 -4.2 -0.9 -5.8 16.4 42.8 25.7 14.5
UTI Long Term Advantage (G) Not Ranked
221.08 -3.8 -0.8 -6.8 7.7 30.9 17.6 8.2
Tata Tax Saving Fund - Regular Plan (D) Rank 4
184.61 -1.3 0.2 -3.3 10.1 29.8 18.4 11.5
HSBC Tax Saver Equity Fund (G) Rank 3
183.33 -1.8 1.2 -6.3 10.6 39.6 22.7 12.5
HDFC Tax Saver - Direct (G) Not Ranked
172.28 -3.2 -3.4 -9.8 3.1 37.5 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
151.51 -3.5 -5.9 -12.4 11.7 53.1 -- --
UTI Long Term Advantage S2 (G) Not Ranked
133.46 -3.8 -0.8 -6.8 7.7 32.5 18.7 10.1
Axis Long Term Equity - Direct (G) Not Ranked
133.29 -0.3 1.5 -1.6 24.1 52.8 -- --
Reliance ELSF - Series 1 (G) Not Ranked
125.88 -0.9 -0.2 -6.2 15.2 37.2 20.2 12.1
Tata Tax Advantage Fund-1(G) Not Ranked
99.12 -0.1 1.2 -3.5 18.5 35.7 21.6 13.4
SBI Magnum Tax Gain - Direct (G) Not Ranked
96.23 -2.9 -1.5 -5.7 12.3 39.6 -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
96.03 -2.7 -- -6.3 9.1 38.6 -- --
Taurus Tax Shield (G) Not Ranked
79.30 -5.5 -3.1 -8.6 6.7 29.6 16.0 7.4
Union KBC Tax Saver Scheme (G) Not Ranked
78.65 -4.1 -3.5 -9.6 8.8 29.8 20.3 --
Franklin (I) Tax Shield -Direct (G) Not Ranked
69.98 -2.7 -0.1 -3.2 21.1 42.1 -- --
ICICI Pru RIGHT Fund (G) Not Ranked
65.19 -3.0 -1.6 -2.9 21.7 47.1 31.4 20.4
Edelweiss ELSS Fund (G) Not Ranked
56.67 -3.8 -3.1 -4.1 18.1 34.2 22.8 12.3
LIC NOMURA Tax Plan (G) Not Ranked
47.17 -3.6 -3.8 -8.8 13.0 34.6 21.3 10.8
BOI AXA Tax Advtg -RP (G) Not Ranked
46.39 -1.5 0.5 -5.2 14.7 34.7 21.3 9.9
DWS Tax Saving Fund (G) Not Ranked
44.35 -3.2 -1.4 -5.8 12.0 32.3 21.1 8.5
HDFC Long Term Advant. - Direct (G) Not Ranked
42.45 -2.6 -2.2 -6.4 2.1 33.1 -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
41.69 -2.6 -1.2 -2.9 14.1 48.0 30.0 --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
41.24 -4.5 -3.2 -10.9 -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
40.63 -4.1 -2.4 -4.7 -- -- -- --
IDFC Tax Saver Fund (G) Not Ranked
37.52 -5.4 -8.2 -14.3 2.7 24.5 17.6 9.7
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
34.33 -3.4 -0.6 0.9 20.3 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
34.14 -4.9 -2.5 -4.8 21.4 42.8 -- --
Quantum Tax Saving Fund (G) Not Ranked
33.77 -6.0 -5.6 -7.9 -0.2 26.7 17.1 10.4
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
33.67 -2.4 0.6 -- -- -- -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
31.88 -1.1 0.5 -2.8 -- -- -- --
JM Tax Gain Fund (G) Not Ranked
31.85 -4.8 -1.1 -6.5 14.1 41.3 23.2 8.7
L&T Tax Saver Fund (G) Not Ranked
29.46 -3.1 2.1 -1.8 16.5 37.1 21.5 9.4
L&T Tax Advantage -Direct (G) Not Ranked
29.39 -3.5 1.0 -3.7 14.1 34.9 -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
27.74 -5.7 -2.7 -9.4 8.2 31.8 -- --
Birla SL Tax Savings (G) Not Ranked
25.76 -5.0 -2.6 -5.1 17.3 36.0 20.7 10.4
DSP-BRTax Saver Fund -Direct (G) Not Ranked
14.14 -3.5 1.2 -4.4 13.8 39.9 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
13.85 -4.2 0.3 -5.5 13.9 34.7 -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
13.68 -3.2 -0.3 -6.9 11.1 31.7 -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
11.63 -3.5 -1.5 -1.6 22.0 42.1 -- --
JPMorgan Tax Advantage (G) Not Ranked
10.55 -3.0 -0.6 -6.9 14.6 34.4 20.2 11.2
Sahara Taxgain (G) Not Ranked
9.54 -5.6 -2.8 -8.5 -1.1 30.3 16.9 8.8
Tata Infra Tax Saving Fund (G) Not Ranked
6.78 -3.9 -1.5 -10.0 13.5 38.8 13.6 2.9
Birla Sun Life Tax Plan-Direct (G) Not Ranked
5.58 -4.8 -2.5 -4.9 20.6 41.8 -- --
IDBI Equity Advantage -Direct (G) Not Ranked
5.30 -1.1 1.9 -1.6 32.5 44.1 -- --
Religare Invesco AGILE Tax (G) Not Ranked
5.15 -2.6 0.5 -9.6 1.7 14.9 9.0 6.7
Religare Invesco Tax Plan - DP (G) Not Ranked
4.99 -4.0 -0.5 -5.0 18.4 44.7 -- --
Kotak Tax Saver - Direct (G) Not Ranked
3.59 -5.0 -2.2 -5.1 19.0 38.9 -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
3.23 -5.4 -1.3 -3.8 16.8 38.7 -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.97 -4.1 -2.3 -4.5 -- -- -- --
Escorts Tax Plan (G) Not Ranked
2.91 -3.1 -4.0 -7.7 16.7 35.8 18.2 2.0
Union KBC Tax Saver - Direct (G) Not Ranked
2.42 -4.0 -3.3 -9.2 9.4 30.3 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.00 -1.5 0.7 -4.8 15.5 35.6 22.1 10.4
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.84 -3.4 -0.5 1.1 20.7 -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.83 -3.0 1.9 -2.6 17.2 36.7 22.4 9.6
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.77 -2.4 0.7 -- -- -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
1.75 -3.5 -3.7 -8.7 13.6 35.7 -- --
Principal Tax Savings - Direct Not Ranked
1.73 -4.9 -2.9 -7.9 7.5 38.4 -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.64 -1.7 1.3 -6.0 11.4 40.6 -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.51 -1.4 0.9 -4.3 16.5 36.4 -- --
Tata Tax Saving Fund - Regular Plan (G) Not Ranked
1.43 -1.2 0.3 -3.1 -- -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.09 -3.7 -3.0 -3.9 18.6 34.8 -- --
Sahara Taxgain - Direct (G) Not Ranked
0.84 -5.5 -2.5 -8.2 -0.6 30.8 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.75 -5.4 -2.6 -8.0 7.5 30.3 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.67 -4.4 -2.8 -9.9 -- -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.56 -3.1 -1.1 -5.2 13.0 33.1 -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.33 -4.7 -0.6 -5.7 15.2 42.7 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.20 -2.9 -0.3 -5.9 16.7 36.1 -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 -4.9 -2.7 -5.4 17.4 36.9 -- --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.09 -4.5 -3.2 -10.2 9.3 -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.04 -3.1 -3.9 -7.7 17.5 35.9 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 -4.4 -2.8 -9.5 11.4 -- -- --
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 -3.4 -1.5 -6.0 11.9 32.4 18.6 9.3

Note : Returns have been calculated based on NAV's as on Aug 27, 2015 & Index values as on Aug 27, 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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