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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 06, 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
Escorts Tax Plan (G) Not Ranked
3.11 -3.8 -1.6 9.0 50.9 30.7 16.0 4.0
Escorts Tax Plan - Direct (G) Not Ranked
0.03 -3.8 -1.6 9.7 52.3 30.8 -- --
Sahara Taxgain - Direct (G) Not Ranked
0.77 -4.7 -4.6 -7.2 22.8 23.6 -- --
Sahara Taxgain (G) Not Ranked
11.34 -4.8 -4.7 -7.3 22.5 23.3 17.5 11.9
L&T Long Term Adv. Fund - I (G) Not Ranked
1.90 -4.8 -2.0 3.1 33.2 26.5 21.8 11.3
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.28 -4.9 -- -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
5.32 -4.9 -- -- -- -- -- --
L&T Tax Saver Fund (G) Not Ranked
31.80 -5.0 -2.1 0.8 31.7 26.0 20.4 10.1
HDFC Long Term Advant. - Direct (G) Not Ranked
38.18 -5.1 -2.2 -2.3 27.4 25.1 -- --
HDFC Long Term Advantage (G) Rank 5
1,159.04 -5.2 -2.3 -2.5 26.8 24.4 20.8 14.4
Quantum Tax Saving Fund (G) Not Ranked
57.82 -5.3 -3.2 -3.0 26.3 20.6 20.0 14.0
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
3.72 -5.4 0.2 -- -- -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
146.68 -5.4 -2.6 -2.8 34.9 28.8 -- --
ICICI Pru RIGHT Fund (G) Not Ranked
112.29 -5.4 2.1 6.0 53.3 40.8 32.5 22.8
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
45.72 -5.4 0.1 -- -- -- -- --
HDFC Tax Saver (G) Rank 5
11,831.95 -5.4 -2.7 -3.0 34.3 28.1 21.4 13.6
ICICI Pru Tax Plan- Direct (G) Not Ranked
136.55 -5.5 -3.2 0.7 38.6 31.5 -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
4.21 -5.5 0.4 12.3 54.3 33.8 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
28.00 -5.6 0.7 12.8 55.8 34.9 -- --
Birla Sun Life Tax Plan (G) Rank 3
233.91 -5.6 0.2 11.8 53.0 32.7 27.7 16.4
ICICI Pru Tax Plan (G) Rank 3
4,152.03 -5.6 -3.4 0.3 37.4 30.5 25.6 15.7
Birla SL Tax Relief 96 (G) Rank 2
1,980.10 -5.6 0.5 12.5 54.6 33.9 28.7 14.4
Birla SL Tax Savings -Direct (G) Not Ranked
0.14 -5.6 0.1 11.8 44.2 27.4 -- --
L&T Tax Advantage -Direct (G) Not Ranked
26.01 -5.7 -2.4 1.9 35.2 25.0 -- --
Birla SL Tax Savings (G) Not Ranked
27.12 -5.7 0.3 11.9 43.6 26.3 21.6 13.1
L&T Tax Advantage (G) Rank 4
1,596.56 -5.7 -2.5 1.6 34.4 24.3 20.8 13.7
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.85 -5.7 0.3 7.7 41.1 27.3 -- --
IDBI Equity Advantage -Direct (G) Not Ranked
3.75 -5.8 -1.2 12.6 65.4 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
267.39 -5.8 -1.4 12.1 64.3 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
54.25 -5.8 0.1 7.5 40.5 26.8 23.3 14.7
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.22 -6.0 -4.6 -1.0 34.1 25.1 -- --
Principal Tax Savings - Direct Not Ranked
1.41 -6.0 -2.8 -1.5 35.2 28.1 -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
8.43 -6.0 2.1 12.8 49.4 33.9 -- --
Principal Tax Savings Rank 3
272.55 -6.0 -2.9 -1.7 34.5 27.6 25.1 13.6
HSBC Tax Saver Equity Fund (G) Rank 3
202.82 -6.0 -4.7 -1.3 33.2 24.2 23.9 13.7
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
306.46 -6.1 1.7 11.8 47.1 32.4 28.4 16.8
UTI Master Equity Plan (US) Not Ranked
1,722.16 -6.1 -4.8 -2.1 27.9 19.2 18.7 11.8
Franklin (I) Tax Shield -Direct (G) Not Ranked
90.89 -6.4 -1.5 5.5 46.3 31.4 -- --
Principal Personal Tax Saver Rank 4
373.58 -6.4 -3.8 -1.2 29.3 22.9 20.2 10.9
Franklin India Tax Shield (G) Rank 2
1,616.05 -6.4 -1.6 5.1 45.2 30.5 25.0 17.3
LIC NOMURA Tax Plan (G) Not Ranked
43.99 -6.5 -0.8 6.5 44.4 27.5 22.7 13.0
DSP-BRTax Saver Fund -Direct (G) Not Ranked
11.66 -6.5 -1.9 2.1 41.0 28.8 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
2.89 -6.5 -4.4 2.4 33.9 22.8 -- --
DSP-BRTax Saver Fund (G) Rank 3
1,098.37 -6.6 -2.1 1.8 40.2 28.0 25.3 14.4
Union KBC Tax Saver Scheme (G) Not Ranked
152.01 -6.5 -4.5 2.1 33.5 22.5 22.0 --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
1.17 -6.6 -0.8 6.7 45.4 28.6 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.38 -6.6 -1.6 1.9 30.8 19.6 -- --
Taurus Tax Shield (G) Not Ranked
92.36 -6.6 -1.6 1.8 30.6 19.3 17.9 10.8
Reliance ELSF - Series 1 (G) Not Ranked
233.43 -6.6 -5.4 -0.1 38.1 25.2 20.1 14.2
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
2.94 -6.7 4.3 6.5 57.0 -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.29 -6.7 -3.1 2.6 39.1 -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.29 -6.7 -- -- -- -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.20 -6.7 -2.1 0.5 40.7 27.2 -- --
Axis Long Term Equity - Direct (G) Not Ranked
83.73 -6.7 0.9 8.9 55.3 41.3 -- --
JM Tax Gain Fund (G) Not Ranked
33.93 -6.8 -2.0 0.3 39.9 26.3 23.2 9.5
Axis Long Term Equity Fund (G) Rank 1
4,161.99 -6.8 0.6 8.2 53.1 39.6 33.2 22.7
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.14 -6.8 -- -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
42.14 -6.8 -3.4 2.1 36.7 -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
56.44 -6.9 4.1 6.3 56.5 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.25 -6.9 -2.7 2.1 35.2 24.0 -- --
UTI Long Term Advantage (G) Not Ranked
372.11 -6.9 -3.3 -0.4 31.3 19.7 18.9 9.7
UTI Long Term Advantage S2 (G) Not Ranked
236.60 -6.9 -3.3 -0.4 31.5 21.7 20.1 12.0
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
189.45 -6.9 -3.3 4.0 60.6 40.9 -- --
DWS Tax Saving Fund (G) Not Ranked
46.79 -7.0 -3.0 1.5 34.3 23.4 22.2 10.0
Reliance Tax Saver (ELSS) (G) Rank 2
6,770.56 -7.0 -3.5 3.5 59.3 39.9 29.7 19.8
Sundaram Tax Saver -Direct (G) Not Ranked
19.02 -7.2 -3.7 1.4 36.7 22.0 -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
168.92 -7.2 -1.8 2.9 38.5 28.6 -- --
Sundaram Tax Saver (G) Rank 4
1,906.32 -7.2 -3.8 1.2 36.1 21.5 20.1 11.6
Kotak Tax Saver - Direct (G) Not Ranked
111.07 -7.2 -2.1 5.2 49.3 25.4 -- --
SBI Magnum Tax Gain (G) Rank 3
7,358.14 -7.2 -1.9 2.7 37.8 28.0 23.7 14.1
SBI Tax Advantage Sr-1 (G) Not Ranked
1,303.10 -7.3 3.7 4.0 49.5 34.2 27.2 13.6
Kotak Tax Saver - Regular (G) Rank 3
504.50 -7.3 -2.5 4.7 48.2 24.6 20.9 12.1
UTI Equity Tax Saving - Direct (G) Not Ranked
27.73 -7.4 -3.7 1.5 34.3 22.5 -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
90.49 -7.4 1.0 2.5 48.5 34.6 30.5 --
UTI Equity Tax Saving (G) Rank 3
790.52 -7.5 -4.0 1.0 33.1 21.7 19.9 11.7
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.36 -7.6 -2.0 4.2 39.3 25.5 -- --
Tata Infra Tax Saving Fund (G) Not Ranked
11.59 -7.6 -4.3 3.3 38.8 20.0 15.6 4.1
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.00 -7.7 -1.7 3.0 37.7 26.7 -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
6.55 -7.7 -2.2 6.0 48.2 33.0 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 -7.8 -2.0 2.5 36.8 26.1 22.7 10.8
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
25.51 -7.8 -2.8 0.7 36.4 23.7 -- --
JPMorgan Tax Advantage (G) Not Ranked
9.97 -7.8 -2.7 3.0 37.1 23.9 20.2 13.1
Can Robeco Eqty TaxSaver (G) Rank 4
887.30 -7.8 -2.9 0.5 35.8 23.2 20.8 13.7
Religare Invesco Tax Plan (G) Rank 1
388.56 -7.8 -2.6 5.1 45.9 31.4 26.2 16.6
BNP Paribas Long Term Equity-DP (G) Not Ranked
2.28 -7.8 -1.3 5.8 49.0 31.5 -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
46.36 -7.8 -2.1 2.2 35.9 25.3 22.0 10.3
IDFC Tax Saver Fund (G) Not Ranked
39.50 -7.8 -3.3 5.9 32.3 23.1 22.0 13.3
BNP Paribas Long Term Equity (G) Rank 2
348.46 -7.9 -1.4 5.6 48.4 31.1 26.6 17.8
Tata Tax Saving Fund - Direct (G) Not Ranked
13.58 -8.0 -1.4 8.4 -- -- -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.94 -8.0 -1.5 7.1 -- -- -- --
Tata Tax Saving Fund - Plan A (D) Rank 3
187.63 -8.0 -1.7 -1.4 31.8 20.3 18.8 12.2
Tata Tax Advantage Fund-1(G) Not Ranked
103.20 -8.3 -2.1 6.5 39.9 26.6 21.8 14.8
Religare Invesco AGILE Tax (G) Not Ranked
9.47 -8.5 -3.0 -3.1 8.5 7.1 9.8 7.4
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 -6.5 -1.9 2.9 36.6 23.3 19.0 10.7

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

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