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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 Jan 23, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Escorts Tax Plan - Direct (G) Not Ranked
0.02 10.9 21.2 31.8 76.3 27.3 -- --
IDFC Tax Saver Fund (G) Not Ranked
37.05 10.7 14.9 17.9 44.7 26.4 24.6 14.9
Escorts Tax Plan (G) Not Ranked
3.18 10.3 20.5 30.8 74.5 27.3 17.4 5.4
Birla SL Tax Relief 96-Direct (G) Not Ranked
20.10 10.2 20.4 27.6 70.4 36.2 -- --
Birla SL Tax Relief 96 (G) Rank 3
1,788.89 10.1 20.1 27.0 69.2 35.1 31.4 15.4
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.64 10.1 20.1 27.1 68.8 35.2 -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 10.0 19.8 24.0 61.8 27.6 -- --
Birla SL Tax Savings (G) Not Ranked
25.28 10.0 19.7 23.5 60.2 26.9 23.0 14.2
Birla Sun Life Tax Plan (G) Rank 3
188.94 9.9 19.7 26.4 67.3 34.0 30.7 16.9
IDBI Equity Advantage -Direct (G) Not Ranked
1.79 9.4 22.7 40.0 89.4 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.36 9.4 16.1 22.3 53.9 29.0 -- --
Edelweiss ELSS Fund (G) Not Ranked
31.00 9.3 16.0 22.1 53.3 29.4 26.0 16.3
IDBI Equity Advantage - Reg (G) Not Ranked
172.69 9.3 22.5 39.5 88.2 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.76 9.2 19.1 31.2 70.9 25.4 -- --
Kotak Tax Saver (G) Rank 5
458.12 9.2 18.9 30.9 70.0 24.8 24.9 14.2
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
6.22 9.1 16.0 21.7 57.4 32.1 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.16 9.1 16.2 22.0 58.8 28.5 -- --
Principal Personal Tax Saver Rank 4
370.26 9.0 12.8 16.5 53.6 25.3 24.8 12.8
Axis Long Term Equity - Direct (G) Not Ranked
49.22 9.0 16.7 28.3 81.6 46.3 -- --
JPMorgan Tax Advantage (G) Not Ranked
8.29 9.0 15.9 21.4 57.4 27.4 23.6 15.4
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
262.05 8.9 15.4 20.6 55.4 31.1 29.4 17.7
Axis Long Term Equity Fund (G) Rank 1
2,933.79 8.9 16.2 27.2 78.7 44.6 37.0 25.0
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.58 8.9 13.9 23.1 66.2 32.1 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
1.17 8.8 14.5 19.0 54.0 27.8 -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.20 8.8 13.4 19.4 56.5 29.3 -- --
Union KBC Tax Saver Scheme (G) Not Ranked
85.04 8.8 14.5 18.8 53.7 27.6 27.1 --
BNP Paribas Long Term Equity (G) Rank 2
290.50 8.8 13.8 22.9 65.8 32.0 30.3 19.0
Franklin (I) Tax Shield -Direct (G) Not Ranked
40.19 8.8 15.8 28.5 69.1 32.9 -- --
DWS Tax Saving Fund (G) Not Ranked
45.84 8.7 13.1 19.2 56.1 28.9 25.0 11.8
Franklin India Tax Shield (G) Rank 3
1,459.91 8.7 15.6 27.9 67.9 32.0 28.9 19.4
Tata Infra Tax Saving Fund (G) Not Ranked
6.88 8.7 17.3 19.8 72.1 21.7 17.7 5.5
Tata Tax Saving Fund - Direct (G) Not Ranked
2.73 8.7 16.2 -- -- -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
66.47 8.6 13.9 19.0 60.4 30.6 -- --
SBI Magnum Tax Gain (G) Rank 3
4,936.06 8.6 13.7 18.8 59.6 30.7 28.1 15.3
L&T Long Term Adv. Fund - I (G) Not Ranked
1.82 8.5 16.7 24.0 54.9 29.0 24.9 14.1
L&T Tax Saver Fund (G) Not Ranked
31.41 8.3 15.0 21.7 56.0 29.8 23.8 12.1
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.53 8.3 14.4 20.7 53.8 30.9 -- --
Tata Tax Saving Fund - Direct (D) Not Ranked
2.57 8.3 15.4 22.2 59.7 29.5 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.34 8.3 10.5 13.3 47.1 19.6 -- --
Taurus Tax Shield (G) Not Ranked
92.48 8.2 10.4 13.2 46.7 19.8 20.0 12.0
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.29 8.2 14.1 20.3 53.2 30.5 25.3 12.0
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.30 8.2 15.1 -- -- -- -- --
Tata Tax Saving Fund - Plan A (D) Rank 3
176.58 8.2 10.5 16.7 52.1 24.8 22.5 14.0
BOI AXA Tax Advtg -RP (G) Not Ranked
40.78 8.1 14.0 19.9 52.2 29.7 24.6 11.6
Tata Tax Advantage Fund-1(G) Not Ranked
95.94 8.0 14.5 21.0 54.7 28.4 24.2 15.9
L&T Tax Advantage -Direct (G) Not Ranked
21.37 8.0 13.2 20.2 56.6 27.7 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
8.75 8.0 13.7 20.1 63.7 31.7 -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
21.32 8.0 13.4 19.5 56.8 27.1 -- --
L&T Tax Advantage (G) Rank 4
1,509.82 7.9 13.0 19.8 55.6 27.3 23.9 16.4
Can Robeco Eqty TaxSaver (G) Rank 4
828.92 7.9 13.3 19.3 56.1 27.3 25.4 17.2
Sundaram Tax Saver -Direct (G) Not Ranked
9.64 7.9 14.4 21.1 56.9 24.4 -- --
DSP-BRTax Saver Fund (G) Rank 3
1,010.26 7.9 13.5 19.7 63.0 31.2 30.2 16.9
Sundaram Tax Saver (G) Rank 5
1,205.58 7.9 14.3 20.8 56.3 24.4 23.6 12.6
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.68 7.8 17.0 24.5 59.6 30.4 -- --
Sahara Taxgain - Direct (G) Not Ranked
0.67 7.8 6.4 10.0 52.5 27.1 -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
8.05 7.8 13.0 18.6 51.6 26.6 -- --
LIC NOMURA Tax Plan (G) Not Ranked
37.85 7.8 16.8 23.9 58.1 29.1 24.9 13.5
Sahara Taxgain (G) Not Ranked
11.66 7.7 6.4 9.8 52.1 27.7 23.2 15.2
UTI Master Equity Plan (US) Not Ranked
1,650.02 7.7 12.3 16.9 49.6 24.3 22.5 13.9
UTI Equity Tax Saving (G) Rank 3
532.06 7.7 12.7 18.1 50.5 25.9 23.5 13.4
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.02 7.5 12.4 19.6 63.8 29.5 -- --
HSBC Tax Saver Equity Fund (G) Rank 3
198.29 7.4 12.2 19.2 62.7 29.1 28.8 15.9
Principal Tax Savings - Direct Not Ranked
0.67 7.4 11.1 16.5 60.6 30.4 -- --
Principal Tax Savings Rank 2
260.43 7.3 11.0 16.2 59.9 30.9 31.3 15.5
ICICI Pru RIGHT Fund (G) Not Ranked
68.25 7.2 14.7 26.4 75.2 40.2 36.9 24.3
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.14 7.1 12.2 19.8 46.3 19.2 -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.08 7.1 12.6 21.0 70.7 32.1 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
58.71 7.1 12.8 26.9 103.0 43.4 -- --
Baroda Pioneer ELSS 96 Not Ranked
37.35 7.0 12.0 19.4 45.2 18.4 17.2 7.7
JM Tax Gain Fund (G) Not Ranked
33.91 7.0 12.4 20.5 69.0 31.9 25.5 10.9
Reliance Tax Saver (ELSS) (G) Rank 1
3,398.91 7.0 12.6 26.4 101.4 42.4 36.5 21.9
ICICI Pru Tax Plan- Direct (G) Not Ranked
56.86 7.0 10.2 17.8 61.4 31.9 -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
2.57 6.9 13.5 22.7 66.8 33.3 -- --
UTI Long Term Advantage (G) Not Ranked
225.94 6.9 11.3 15.0 52.8 23.5 22.0 11.3
UTI Long Term Advantage S2 (G) Not Ranked
137.34 6.9 11.3 15.0 53.2 25.3 23.5 14.1
ICICI Pru Tax Plan (G) Rank 2
2,283.67 6.9 9.9 17.2 60.1 31.5 29.1 17.7
Religare Invesco Tax Plan (G) Rank 2
202.61 6.7 13.0 21.7 64.5 32.3 28.6 18.4
HDFC Tax Saver - Direct (G) Not Ranked
115.70 6.6 12.0 17.4 68.1 31.5 -- --
HDFC Tax Saver (G) Rank 4
4,794.48 6.6 11.9 17.1 67.2 30.7 26.1 16.5
HDFC Long Term Advant. - Direct (G) Not Ranked
32.07 6.6 9.5 12.7 53.3 28.5 -- --
HDFC Long Term Advantage (G) Rank 3
1,133.66 6.5 9.4 12.5 52.5 27.8 25.8 16.7
Reliance ELSF - Series 1 (G) Not Ranked
130.64 6.5 15.4 23.8 65.4 29.4 28.6 17.4
Religare Invesco AGILE Tax (G) Not Ranked
5.74 6.3 13.1 9.7 20.6 15.7 15.5 8.8
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.66 5.9 11.7 24.1 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
31.03 5.9 11.6 24.0 -- -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
51.98 5.8 10.5 22.7 77.8 35.4 -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
405.10 5.4 6.5 17.7 70.8 33.5 30.5 14.0
Quantum Tax Saving Fund (G) Not Ranked
27.82 4.2 5.4 13.2 47.6 23.8 23.8 16.3
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 8.0 13.9 20.4 58.2 27.3 23.0 12.9

Note : Returns have been calculated based on NAV's as on Jan 23, 2015 & Index values as on Jan 23, 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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