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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 21, 2014
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Escorts Tax Plan - Direct (G) Not Ranked
0.01 5.4 15.4 40.2 55.6 -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 5.4 15.3 39.8 56.6 17.1 8.7 3.9
Kotak Tax Saver - Direct (G) Not Ranked
1.12 4.7 13.1 36.4 56.9 -- -- --
Kotak Tax Saver (G) Rank 5
369.34 4.7 13.0 36.0 56.2 18.6 16.1 11.5
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 4.1 13.7 36.6 61.5 -- -- --
Franklin India Tax Shield (G) Rank 3
1,133.25 4.1 13.6 36.2 60.5 26.5 21.1 17.6
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 4.0 11.8 43.7 73.1 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,840.90 3.9 11.6 43.1 71.7 31.9 24.5 20.0
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 3.8 15.0 40.6 60.4 -- -- --
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 3.8 15.0 40.4 60.1 29.8 22.6 17.3
Axis Long Term Equity - Direct (G) Not Ranked
23.80 3.5 17.7 42.9 81.8 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 3.5 16.3 39.3 69.4 -- -- --
Quantum Tax Saving Fund (G) Not Ranked
20.43 3.4 9.7 33.2 55.4 25.4 21.8 17.9
Axis Long Term Equity Fund (G) Rank 1
1,310.99 3.4 17.3 41.8 79.6 35.8 27.5 --
Religare Invesco Tax Plan (G) Rank 2
159.04 3.4 15.9 38.5 67.8 29.3 20.7 18.0
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 3.3 11.6 43.8 73.9 -- -- --
JM Tax Gain Fund (G) Not Ranked
31.40 3.2 11.4 42.9 72.2 26.6 20.2 10.9
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 3.2 15.5 32.4 56.8 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
30.84 3.1 15.2 31.7 55.3 23.7 17.9 10.4
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 3.0 13.1 40.7 67.2 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 3.0 15.0 37.3 68.8 -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 3.0 18.7 -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 2.9 18.6 -- -- -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 2.9 14.9 37.0 68.1 27.1 22.5 14.8
DSP-BRTax Saver Fund (G) Rank 3
808.27 2.9 13.0 40.3 66.4 29.8 23.1 16.7
HDFC Tax Saver - Direct (G) Not Ranked
74.77 2.8 11.5 47.2 79.5 -- -- --
HDFC Tax Saver (G) Rank 3
4,036.36 2.8 11.4 46.8 78.4 30.3 20.2 17.6
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 2.5 13.1 36.5 68.4 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 2.5 12.3 35.9 56.3 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 2.5 16.2 43.7 84.4 35.1 -- --
HDFC Long Term Advantage (G) Rank 3
967.64 2.5 12.9 36.1 67.4 29.5 21.5 17.5
IDFC Tax Saver Fund (G) Not Ranked
34.86 2.5 11.0 25.7 47.4 24.4 20.1 14.9
UTI Master Equity Plan (US) Not Ranked
1,428.55 2.5 10.3 31.5 52.2 22.9 18.0 13.1
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 2.5 10.7 34.7 55.5 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 2.5 12.2 35.5 55.5 24.3 19.0 16.5
Sundaram Tax Saver (G) Rank 5
1,139.83 2.4 10.6 34.4 55.0 20.8 17.5 11.0
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 2.4 17.7 46.0 85.0 33.1 22.3 13.2
Reliance ELSF - Series 1 (G) Not Ranked
113.38 2.4 10.9 36.3 62.1 21.8 20.3 16.1
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 2.3 11.3 30.7 50.2 21.8 17.3 14.9
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 2.3 18.1 40.1 -- -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 2.3 17.9 39.7 -- -- -- --
Tata Tax Saving Fund - Direct Not Ranked
1.47 2.1 12.0 33.6 48.6 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 2.1 11.0 37.6 71.1 -- -- --
Tata Tax Saving Fund Rank 3
144.15 2.0 11.8 33.1 47.4 21.4 17.2 13.8
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 2.0 10.8 37.2 69.9 28.0 22.9 15.6
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 2.0 11.3 31.2 51.6 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 2.0 13.7 32.5 62.6 -- -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 1.9 8.3 33.4 55.8 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
14.49 1.9 10.4 34.7 54.1 -- -- --
UTI Equity Tax Saving (G) Rank 4
453.64 1.9 11.0 30.8 50.9 22.1 16.7 12.4
L&T Tax Advantage (G) Rank 4
1,262.67 1.9 10.2 34.2 53.2 23.2 17.6 16.0
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 1.9 13.4 31.9 61.3 28.5 23.0 17.2
Principal Personal Tax Saver Rank 4
353.73 1.9 9.7 33.2 58.0 23.8 18.8 12.3
Principal Tax Savings - Direct Not Ranked
0.40 1.9 9.7 41.3 73.4 -- -- --
Religare Invesco AGILE Tax (G) Not Ranked
6.19 1.9 11.1 9.3 31.8 12.8 13.3 9.8
ING Tax Saving (G) Not Ranked
23.44 1.9 8.0 32.5 53.8 21.7 14.5 13.4
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 1.8 9.4 32.5 52.0 -- -- --
Principal Tax Savings Rank 2
227.71 1.8 9.6 41.0 72.9 31.9 25.7 14.8
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 1.8 15.6 61.6 105.3 -- -- --
DWS Tax Saving Fund (G) Not Ranked
42.77 1.8 9.2 32.1 51.6 24.9 17.4 10.9
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 1.8 10.0 32.8 55.4 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 1.8 15.4 61.1 103.9 34.6 27.0 20.9
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 1.7 10.1 29.4 55.7 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
125.42 1.7 11.1 35.1 57.9 23.3 17.6 13.8
UTI Long Term Advantage (G) Not Ranked
204.16 1.7 11.0 34.7 54.3 21.9 16.5 11.1
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 1.7 7.5 28.2 56.9 22.9 16.6 14.4
JPMorgan Tax Advantage (G) Not Ranked
5.99 1.7 9.7 32.2 54.1 21.6 16.4 13.8
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 1.7 10.0 29.2 55.2 24.4 18.7 11.7
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 1.7 9.5 23.3 45.5 -- -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 1.7 9.8 28.8 54.3 23.7 18.2 11.3
Baroda Pioneer ELSS 96 Not Ranked
29.52 1.7 9.3 22.8 44.4 15.4 12.2 6.2
Taurus Tax Shield - Direct (G) Not Ranked
0.26 1.4 8.6 31.5 52.5 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 1.4 8.6 31.3 52.0 19.8 15.3 11.8
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 1.2 15.1 34.7 64.4 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 1.2 14.9 34.3 63.3 27.6 20.1 13.2
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 1.2 14.9 34.1 63.0 -- -- --
L&T Tax Saver Fund (G) Not Ranked
28.82 1.1 7.1 32.1 57.6 22.3 16.1 10.7
Birla Sun Life Tax Plan (G) Rank 3
135.05 1.1 14.6 33.5 61.9 26.8 20.0 14.1
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 1.1 13.6 37.2 71.3 35.1 26.7 --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 1.0 9.7 26.5 50.1 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
32.96 1.0 9.5 26.3 49.5 23.6 18.0 13.4
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 1.0 7.5 45.0 64.0 14.2 9.9 4.7
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 0.6 9.4 30.0 50.6 25.6 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 0.6 9.5 30.1 50.9 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.49 -1.6 5.8 36.0 66.0 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 -1.6 5.7 35.8 65.5 24.7 18.4 15.1
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 2.2 11.9 34.2 57.3 14.0 10.2 7.0

Note : Returns have been calculated based on NAV's as on Aug 21, 2014 & Index values as on Aug 21, 2014

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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