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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 26, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Axis Long Term Equity Fund (G) Rank 1
6,256.92 2.0 12.9 1.4 0.1 20.0 25.6 20.1
SBI Magnum Tax Gain (G) Rank 4
4,604.80 -0.2 14.3 -2.1 -4.4 11.7 17.6 13.4
HDFC Tax Saver (G) Rank 5
4,600.50 -1.5 16.6 -5.9 -7.9 4.2 15.8 9.7
Reliance Tax Saver (ELSS) (G) Rank 3
4,269.30 -1.0 17.7 -2.1 -6.3 13.4 23.3 16.4
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
2,674.98 -0.6 12.5 -3.1 -- 10.4 20.6 13.9
Birla SL Tax Relief 96 (G) Rank 1
1,904.12 1.3 15.1 2.0 2.6 20.9 23.3 15.2
Franklin India Tax Shield (G) Rank 2
1,741.37 0.9 15.9 2.2 2.4 19.2 21.8 15.7
UTI Master Equity Plan (US) Not Ranked
1,602.66 1.8 15.9 -1.4 -1.6 8.1 13.2 10.3
L&T Tax Advantage (G) Rank 3
1,507.18 1.6 16.7 0.7 1.4 12.8 17.1 11.9
Sundaram Tax Saver (G) Rank 4
1,163.57 0.7 19.4 -0.2 1.4 13.2 16.0 11.9
DSP-BRTax Saver Fund (G) Rank 3
1,087.20 0.4 17.4 1.4 3.7 14.7 20.3 14.6
HDFC Long Term Advantage (G) Rank 4
1,076.87 0.5 18.2 3.0 1.4 9.2 16.6 11.9
Can Robeco Eqty TaxSaver (G) Rank 5
805.93 -1.3 14.6 -3.3 -4.9 9.3 14.3 11.6
UTI Equity Tax Saving (G) Rank 3
601.52 0.4 14.9 -0.1 -0.3 10.9 14.8 10.8
Kotak Tax Saver - Regular (G) Rank 3
482.27 0.4 15.0 -1.2 -3.3 15.3 16.1 10.8
BNP Paribas Long Term Equity (G) Rank 3
405.24 -0.9 13.9 -0.9 -1.7 15.9 20.8 16.1
SBI Tax Advantage Sr-1 (G) Not Ranked
374.37 2.6 20.3 2.0 -0.1 17.1 24.2 15.1
IDBI Equity Advantage - Reg (G) Not Ranked
368.22 -0.1 10.5 -1.6 -2.2 23.1 -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
341.33 0.7 16.5 -0.9 -5.4 15.3 19.9 14.7
Principal Personal Tax Saver Rank 4
323.03 0.5 15.1 -1.8 -2.9 7.4 15.1 9.9
Birla Sun Life Tax Plan (G) Rank 2
276.61 1.3 14.7 2.0 2.2 20.0 22.3 15.6
Principal Tax Savings Rank 3
256.35 0.5 17.9 -2.1 -0.9 9.2 18.9 14.2
Axis Long Term Equity - Direct (G) Not Ranked
222.67 2.1 13.2 2.0 1.2 21.5 27.1 --
UTI Long Term Advantage (G) Not Ranked
209.97 0.5 16.0 -0.6 -1.1 9.4 13.5 9.6
HDFC Tax Saver - Direct (G) Not Ranked
197.25 -1.5 16.8 -5.6 -7.4 4.7 16.4 --
Tata India Tax Savings Fund - Reg (D) Rank 2
188.10 0.7 16.7 -13.6 -11.0 5.1 10.0 8.6
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
182.05 -1.0 17.9 -1.8 -5.7 14.2 24.2 --
HSBC Tax Saver Equity Fund (G) Not Ranked
174.14 2.2 19.2 1.0 1.2 11.3 16.7 13.7
UTI Long Term Advantage S2 (G) Not Ranked
126.29 0.5 16.0 -0.6 -1.0 9.5 14.7 11.0
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
119.50 -0.5 12.9 -2.4 1.1 11.5 21.7 --
Reliance ELSF - Series 1 (G) Not Ranked
118.97 -1.2 12.2 -7.5 -9.9 7.1 14.0 10.9
SBI Magnum Tax Gain - Direct (G) Not Ranked
114.21 -0.2 14.5 -1.8 -3.9 12.3 18.2 --
Tata Tax Advantage Fund-1(G) Not Ranked
97.00 2.8 -7.3 -7.3 -10.8 17.2 15.7 11.6
Franklin (I) Tax Shield -Direct (G) Not Ranked
93.31 1.0 16.2 2.7 3.4 20.2 22.8 --
Union KBC Tax Saver Scheme (G) Not Ranked
78.44 -0.2 14.2 -2.1 -7.3 6.9 12.2 --
Taurus Tax Shield (G) Not Ranked
67.14 1.9 17.0 -- -2.7 7.9 12.8 8.8
Edelweiss ELSS Fund (G) Not Ranked
59.13 -1.8 10.8 -4.3 -6.1 12.3 15.4 12.5
ICICI Pru RIGHT Fund (G) Not Ranked
56.19 1.5 14.0 -3.9 -7.0 15.3 23.0 18.6
LIC NOMURA Tax Plan (G) Not Ranked
48.56 0.6 15.8 -0.7 -7.7 12.4 15.7 10.3
HDFC Long Term Advant. - Direct (G) Not Ranked
46.89 0.6 18.4 3.4 2.0 9.7 17.2 --
BOI AXA Tax Advtg -RP (G) Not Ranked
46.69 -- 12.9 -3.1 -4.3 9.7 15.9 10.8
Birla SL Tax Relief 96-Direct (G) Not Ranked
43.55 1.4 15.4 2.5 3.5 21.8 24.2 --
Tata India Tax Savings Fund - Direct (G) Not Ranked
43.23 0.7 17.1 1.9 5.9 -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.53 0.1 13.8 -0.8 -4.7 -- -- --
DHFL Pramerica Tax Saving Fund (G) Not Ranked
42.37 0.4 14.5 2.7 0.6 12.1 16.2 11.4
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
39.53 1.9 17.8 0.9 -1.0 -- -- --
Quantum Tax Saving Fund (G) Not Ranked
35.84 0.5 17.1 5.2 5.0 11.6 16.9 13.2
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
34.07 1.6 19.0 -0.7 -1.2 19.2 -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
33.82 2.3 20.1 1.7 3.2 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
33.58 1.7 16.9 1.0 2.1 13.5 17.8 --
IDFC Tax Saver Fund (G) Not Ranked
32.43 2.1 14.3 2.3 -7.7 7.6 12.6 11.0
SBI Tax Advantage Sr-2 (G) Not Ranked
31.09 2.0 22.1 0.1 0.4 16.6 24.5 --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
29.81 -1.3 14.8 -3.0 -4.3 9.8 14.9 --
L&T Tax Saver Fund (G) Not Ranked
28.44 3.1 19.5 1.0 5.9 14.5 20.8 11.8
JM Tax Gain Fund (G) Not Ranked
28.42 1.6 14.5 0.7 -3.9 11.0 16.6 11.0
Birla SL Tax Savings (G) Not Ranked
24.26 1.3 15.2 1.7 1.9 15.5 18.3 11.7
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
23.60 0.7 21.6 -0.2 -5.4 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
16.65 0.5 17.5 1.7 4.2 15.4 21.0 --
UTI Equity Tax Saving - Direct (G) Not Ranked
16.50 0.5 15.2 0.4 0.7 11.9 15.6 --
Sundaram Tax Saver -Direct (G) Not Ranked
15.83 0.7 19.5 -- 1.6 13.5 16.4 --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
14.88 0.8 16.8 -0.4 -4.3 16.9 21.2 --
JPMorgan Tax Advantage (G) Not Ranked
11.48 0.2 13.9 0.2 -1.6 11.6 16.4 11.1
Sahara Taxgain (G) Not Ranked
8.15 -3.2 12.0 -4.7 -4.1 2.6 14.8 9.7
Birla Sun Life Tax Plan-Direct (G) Not Ranked
7.32 1.4 15.0 2.5 3.3 21.2 23.4 --
IDBI Equity Advantage -Direct (G) Not Ranked
7.29 -- 10.8 -1.2 -1.4 24.1 -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.22 0.4 18.0 -1.8 -4.7 7.8 12.7 5.1
Kotak Tax Saver - Direct (G) Not Ranked
4.61 0.5 15.4 -0.5 -1.9 16.6 17.1 --
BNP Paribas Long Term Equity-DP (G) Not Ranked
3.96 -0.8 14.2 -0.6 -1.1 16.4 21.4 --
Union KBC Tax Saver - Direct (G) Not Ranked
2.91 -0.1 14.5 -1.6 -6.5 7.5 12.7 --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.90 1.9 17.8 1.0 -0.8 -- -- --
Escorts Tax Plan (G) Not Ranked
2.76 6.7 24.2 10.7 12.7 26.4 26.3 8.4
Tata India Tax Savings Fund - Reg (G) Not Ranked
2.44 0.7 16.9 1.5 4.7 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
2.23 0.7 16.0 -0.4 -7.1 13.1 16.6 --
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.94 2.3 19.4 1.4 1.9 12.1 17.6 --
Principal Tax Savings - Direct Not Ranked
1.93 0.5 18.1 -1.8 -0.4 9.8 19.5 --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.84 2.7 19.8 2.0 6.7 15.8 21.3 13.1
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.84 1.6 19.1 -0.6 -1.1 19.4 -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.79 2.3 20.1 1.9 3.6 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.79 0.1 13.3 -2.3 -2.8 11.4 17.3 --
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.77 0.1 13.1 -2.7 -3.6 10.5 16.6 11.4
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.14 -1.8 11.0 -3.9 -5.5 12.9 16.0 --
Mirae Asset Tax Saver Fund - RP (G) Not Ranked
1.03 1.3 16.8 -- -- -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.91 2.1 17.5 1.0 -0.8 9.1 13.8 --
Sahara Taxgain - Direct (G) Not Ranked
0.89 -3.1 12.2 -4.2 -3.2 3.2 15.4 --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.88 0.2 13.9 -0.5 -3.8 -- -- --
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.77 0.7 21.6 -- -5.0 -- -- --
DHFL Pramerica Tax Saving Fund -Direct ( Not Ranked
0.70 0.5 15.0 3.4 2.1 13.3 17.1 --
JM Tax Gain Fund -Direct (G) Not Ranked
0.42 1.8 15.1 1.8 -1.7 12.6 18.2 --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.22 0.3 14.1 0.6 -0.5 13.2 17.8 --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.09 0.1 13.8 -0.8 -4.7 8.7 -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 1.3 15.3 1.8 2.1 15.8 19.1 --
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
0.07 1.5 17.2 -- -- -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.04 6.7 24.3 10.9 12.9 27.1 26.4 --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 0.2 13.9 -0.5 -3.8 10.2 -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.00 0.6 -- -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
0.00 0.9 -- -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
0.00 1.1 -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
0.00 0.6 -- -- -- -- -- --
CATEGORY AVERAGE 0.9 15.3 -0.4 -1.4 11.1 14.4 9.3

Note : Returns have been calculated based on NAV's as on May 26, 2016 & Index values as on May 26, 2016

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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