YOU ARE HERE > Moneycontrol > Mutual Funds > Evaluate > Performance Tracker : ELSS
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 06, 2015
Compare With Indices
  • Sensex
  • Nifty
  • BANK Nifty
  • BANKEX
  • BSE Auto
  • BSE CD INDEX
  • BSE FMCG INDEX
  • BSE HEALTHCARE
  • BSE IPO
  • BSE IT INDEX
  • BSE Metal
  • BSE Oil & Gas
  • BSE POWER INDEX
  • BSE PSU INDEX
  • BSE REALTY
  • BSE TECk INDEX
  • BSE-100
  • BSE-200
  • BSE-500
  • BSE-MIDCAP
  • BSE-SMALLCAP
  • CAPITAL GOODS
  • CNX 100
  • CNX IT
  • CNX Midcap
  • CNX NIFTY JR
  • Nifty Midcap 50
  • S&P CNX 500
  • S&P CNX Defty

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sundaram Tax Saver -Direct (G) Not Ranked
11.83 8.0 1.0 9.1 21.2 30.4 -- --
Sundaram Tax Saver (G) Rank 4
1,227.94 8.0 0.9 8.9 20.8 29.9 21.9 12.5
JM Tax Gain Fund -Direct (G) Not Ranked
0.11 7.8 2.8 11.2 23.3 36.4 -- --
IDBI Equity Advantage -Direct (G) Not Ranked
3.75 7.7 -0.2 7.4 40.2 -- -- --
Principal Tax Savings - Direct Not Ranked
1.41 7.7 0.7 7.3 14.0 35.9 -- --
IDBI Equity Advantage - Reg (G) Not Ranked
267.39 7.7 -0.3 7.0 39.2 -- -- --
Principal Tax Savings Rank 3
272.55 7.7 0.6 7.0 13.4 35.3 26.5 14.2
JM Tax Gain Fund (G) Not Ranked
33.93 7.6 2.4 10.7 22.3 35.3 27.0 10.8
L&T Tax Saver Fund (G) Not Ranked
31.80 7.6 2.9 5.5 18.7 34.1 22.2 11.0
L&T Long Term Adv. Fund - I (G) Not Ranked
1.90 7.1 2.3 5.9 21.8 35.4 23.1 11.3
Taurus Tax Shield - Direct (G) Not Ranked
0.38 7.0 -0.8 8.7 15.4 27.0 -- --
Taurus Tax Shield (G) Not Ranked
92.36 6.8 -1.2 8.2 14.8 26.5 18.3 10.9
BNP Paribas Long Term Equity-DP (G) Not Ranked
2.28 6.8 -0.1 11.7 28.1 39.1 -- --
Religare Invesco AGILE Tax (G) Not Ranked
5.66 6.8 -2.4 2.9 6.6 12.5 12.0 9.1
BNP Paribas Long Term Equity (G) Rank 2
348.46 6.8 -0.2 11.3 27.5 38.6 28.3 18.1
L&T Tax Advantage -Direct (G) Not Ranked
26.01 6.8 1.4 8.3 20.3 32.3 -- --
L&T Tax Advantage (G) Rank 4
1,596.56 6.7 1.2 8.0 19.5 31.5 22.7 13.6
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.80 6.7 -0.5 9.8 29.6 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
140.87 6.7 -0.7 7.3 13.5 28.4 20.6 12.3
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
33.64 6.7 -0.7 9.5 29.2 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
8.43 6.7 1.0 16.5 31.8 41.0 -- --
UTI Long Term Advantage (G) Not Ranked
232.30 6.7 -0.7 7.4 13.6 26.7 19.7 10.0
Kotak Tax Saver - Direct (G) Not Ranked
2.52 6.6 -0.3 9.6 31.5 35.3 -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
306.46 6.6 0.7 15.7 29.7 39.3 29.6 17.5
SBI Magnum Tax Gain - Direct (G) Not Ranked
84.46 6.6 0.8 11.8 21.7 36.4 -- --
SBI Magnum Tax Gain (G) Rank 3
5,212.24 6.5 0.6 11.5 21.0 35.8 25.8 14.8
Kotak Tax Saver - Regular (G) Rank 3
504.50 6.5 -0.6 8.9 30.3 34.4 21.8 12.5
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.19 6.5 -0.7 10.5 22.0 32.8 -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.14 6.5 -0.9 -- -- -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.00 6.4 -1.4 9.2 21.7 32.7 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
1.63 6.4 -1.6 5.1 16.3 27.3 -- --
JPMorgan Tax Advantage (G) Not Ranked
9.97 6.4 -1.2 9.0 19.9 31.1 22.0 13.2
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
2.66 6.4 -1.0 -- -- -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
11.66 6.4 0.4 8.3 20.4 35.6 -- --
Union KBC Tax Saver Scheme (G) Not Ranked
82.56 6.4 -1.8 4.7 15.8 26.9 23.1 --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 6.4 -1.6 8.7 20.8 32.0 23.9 12.7
DSP-BRTax Saver Fund (G) Rank 3
1,098.37 6.4 0.2 7.9 19.7 34.8 26.8 14.6
UTI Equity Tax Saving - Direct (G) Not Ranked
11.03 6.3 -1.7 6.9 17.5 28.5 -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
46.36 6.3 -1.8 8.3 19.9 31.1 23.2 12.2
UTI Equity Tax Saving (G) Rank 3
575.71 6.3 -1.9 6.4 16.5 27.6 20.6 12.1
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
107.42 6.3 -4.2 3.1 21.2 48.3 -- --
Reliance Tax Saver (ELSS) (G) Rank 2
4,094.47 6.2 -4.4 2.7 20.2 47.3 30.1 18.7
DWS Tax Saving Fund -Direct (G) Not Ranked
0.25 6.2 -0.6 8.1 19.4 29.4 -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.22 6.2 0.2 5.6 15.7 32.5 -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
25.51 6.1 -2.3 6.7 18.0 30.6 -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.85 6.1 0.1 12.1 25.9 32.0 -- --
HSBC Tax Saver Equity Fund (G) Rank 3
202.82 6.1 -- 5.2 14.9 31.6 24.2 14.3
DWS Tax Saving Fund (G) Not Ranked
46.79 6.1 -1.0 7.4 18.4 28.7 23.2 10.7
Can Robeco Eqty TaxSaver (G) Rank 4
887.30 6.1 -2.4 6.4 17.4 30.0 21.4 13.8
Principal Personal Tax Saver Rank 4
373.58 6.1 -0.8 6.3 12.9 30.3 21.1 10.8
Edelweiss ELSS Fund (G) Not Ranked
54.25 6.1 -- 11.8 25.3 31.5 25.9 14.8
Sahara Taxgain - Direct (G) Not Ranked
0.77 6.0 2.3 2.7 0.9 30.8 -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
413.91 6.0 -2.4 10.0 24.3 43.4 29.9 14.4
Sahara Taxgain (G) Not Ranked
11.34 5.9 2.1 2.5 0.5 30.3 18.9 11.8
Birla SL Tax Savings (G) Not Ranked
27.12 5.8 -1.6 9.6 25.1 32.7 22.6 12.5
UTI Master Equity Plan (US) Not Ranked
1,722.16 5.8 -- 4.9 13.0 25.9 20.3 12.3
Birla SL Tax Relief 96 (G) Rank 2
1,980.10 5.8 -1.6 9.8 29.6 39.6 29.4 14.0
Birla SL Tax Relief 96-Direct (G) Not Ranked
28.00 5.8 -1.6 10.1 30.4 40.5 -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
4.21 5.7 -1.6 9.7 29.5 39.4 -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 5.7 -1.7 9.3 25.3 33.7 -- --
Birla Sun Life Tax Plan (G) Rank 3
233.91 5.7 -1.8 9.2 28.3 38.2 28.4 16.4
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
1.86 5.6 -2.1 -- -- -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
3.69 5.6 -0.1 11.5 29.4 40.4 -- --
ICICI Pru RIGHT Fund (G) Not Ranked
69.12 5.6 -1.3 9.5 30.2 46.0 34.0 22.4
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
25.48 5.6 -2.2 -- -- -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
7.36 5.6 -2.2 5.1 15.2 29.1 16.1 4.3
Franklin (I) Tax Shield -Direct (G) Not Ranked
55.24 5.5 0.5 9.1 31.1 38.0 -- --
Axis Long Term Equity - Direct (G) Not Ranked
83.73 5.5 -1.8 9.7 32.3 46.0 -- --
Franklin India Tax Shield (G) Rank 2
1,616.05 5.5 0.2 8.6 30.1 37.0 26.8 18.0
Religare Invesco Tax Plan (G) Rank 1
230.36 5.4 -0.5 10.5 27.3 38.6 28.3 16.9
Axis Long Term Equity Fund (G) Rank 1
4,161.99 5.4 -2.0 9.1 30.5 44.2 34.1 22.3
HDFC Long Term Advant. - Direct (G) Not Ranked
38.18 5.4 -0.8 4.0 10.4 30.4 -- --
HDFC Long Term Advantage (G) Rank 5
1,159.04 5.4 -0.9 3.7 9.9 29.8 22.0 13.8
Tata Tax Saving Fund - Direct (G) Not Ranked
16.83 4.9 -2.3 9.6 -- -- -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.94 4.9 -2.4 9.0 -- -- -- --
Tata Tax Saving Fund - Plan A (D) Rank 3
187.63 4.9 -2.4 4.3 14.1 25.2 19.8 12.7
HDFC Tax Saver - Direct (G) Not Ranked
146.68 4.9 -1.8 1.1 8.5 35.5 -- --
Reliance ELSF - Series 1 (G) Not Ranked
135.34 4.9 -1.7 0.1 17.0 32.9 21.3 13.0
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.29 4.9 -2.9 -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.29 4.9 -2.9 5.4 17.4 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
55.72 4.8 -3.6 4.2 21.0 43.1 32.9 --
HDFC Tax Saver (G) Rank 5
5,000.51 4.8 -1.9 0.9 8.1 34.8 22.1 12.8
Tata Tax Advantage Fund-1(G) Not Ranked
103.20 4.8 -3.8 7.3 21.9 30.9 22.7 14.6
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
42.14 4.7 -3.3 4.7 15.3 -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.14 4.7 -3.3 -- -- -- -- --
IDFC Tax Saver Fund (G) Not Ranked
39.50 4.6 -4.5 9.7 16.3 26.0 22.2 13.0
LIC NOMURA Tax Plan - Direct (G) Not Ranked
1.17 4.4 -2.3 7.4 26.0 34.2 -- --
LIC NOMURA Tax Plan (G) Not Ranked
43.99 4.4 -2.3 7.3 25.2 33.1 23.3 12.8
Quantum Tax Saving Fund (G) Not Ranked
31.43 4.3 0.1 3.9 9.8 27.6 20.7 13.8
ICICI Pru Tax Plan- Direct (G) Not Ranked
78.34 4.1 -2.4 4.3 12.6 37.8 -- --
ICICI Pru Tax Plan (G) Rank 3
2,477.60 4.0 -2.6 3.8 11.7 36.7 25.1 15.3
Escorts Tax Plan (G) Not Ranked
3.11 1.3 -1.6 4.7 27.2 34.5 16.3 3.9
Escorts Tax Plan - Direct (G) Not Ranked
0.03 1.3 -1.6 5.3 28.2 34.6 -- --
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 5.8 -1.1 6.8 18.6 29.1 20.0 10.8

Note : Returns have been calculated based on NAV's as on Jul 06, 2015 & Index values as on Jul 06, 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.

Quick Links (Mouseover on for more information)
Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.