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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 Mar 03, 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
Religare Invesco Tax Plan - DP (G) Not Ranked
2.57 6.6 10.9 22.8 75.1 42.2 -- --
Religare Invesco Tax Plan (G) Rank 2
202.61 6.5 10.4 21.7 72.6 40.6 30.0 19.6
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.68 6.1 9.9 22.8 64.5 37.5 -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
0.00 6.1 -- -- -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
0.00 6.1 -- -- -- -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
49.22 6.1 11.4 24.4 81.3 52.1 -- --
LIC NOMURA Tax Plan (G) Not Ranked
37.85 6.0 9.7 22.3 63.1 36.1 25.4 14.7
Religare Invesco AGILE Tax (G) Not Ranked
5.74 6.0 4.4 12.0 20.8 18.9 15.1 9.2
Axis Long Term Equity Fund (G) Rank 1
2,933.79 6.0 11.1 23.4 78.5 50.2 37.2 25.3
Tata Infra Tax Saving Fund (G) Not Ranked
6.88 5.4 10.8 22.4 76.6 30.0 17.6 6.5
SBI Tax Advantage Sr-1 (G) Not Ranked
405.10 5.3 7.7 14.6 71.7 42.0 30.5 15.3
Tata Tax Saving Fund - Direct (D) Not Ranked
2.57 5.3 10.0 22.4 67.3 35.9 -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
2.73 5.3 10.5 -- -- -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
6.22 5.3 11.0 21.6 64.9 39.8 -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.30 5.3 9.8 -- -- -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.16 5.3 9.2 21.2 63.6 35.3 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.34 5.2 8.1 14.6 52.1 27.7 -- --
Taurus Tax Shield (G) Not Ranked
92.48 5.1 8.1 14.5 51.7 27.3 20.8 13.0
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
262.05 5.1 10.5 20.4 62.5 38.5 29.5 18.2
JPMorgan Tax Advantage (G) Not Ranked
8.29 5.1 8.7 20.4 61.7 33.9 24.0 15.7
Tata Tax Advantage Fund-1(G) Not Ranked
95.94 5.1 9.8 21.4 62.0 34.7 24.7 17.1
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.53 5.0 8.9 18.8 57.5 36.9 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.29 5.0 8.6 18.4 56.7 36.3 25.6 12.6
DSP-BRTax Saver Fund -Direct (G) Not Ranked
8.75 4.9 7.2 16.8 66.8 38.5 -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
66.47 4.9 8.8 17.1 63.1 38.4 -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
40.78 4.9 8.4 18.0 55.7 35.5 25.0 12.2
DSP-BRTax Saver Fund (G) Rank 3
1,010.26 4.9 7.0 16.5 65.9 37.7 28.8 17.4
SBI Magnum Tax Gain (G) Rank 3
4,936.06 4.9 8.7 16.8 62.3 37.8 27.6 16.0
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
21.32 4.7 7.0 16.8 62.0 33.5 -- --
Can Robeco Eqty TaxSaver (G) Rank 4
828.92 4.7 6.9 16.5 61.3 32.8 25.1 17.4
Birla SL Tax Relief 96-Direct (G) Not Ranked
20.10 4.6 11.9 27.3 75.2 43.9 -- --
ICICI Pru RIGHT Fund (G) Not Ranked
68.25 4.6 7.1 22.0 72.6 44.4 34.8 24.2
Birla SL Tax Relief 96 (G) Rank 2
1,788.89 4.6 11.7 26.9 73.9 42.8 30.9 15.9
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 4.5 11.4 25.3 67.5 35.0 -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.66 4.5 5.1 17.8 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
31.03 4.5 5.1 17.7 -- -- -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.64 4.5 11.6 26.7 73.5 42.8 -- --
Birla SL Tax Savings (G) Not Ranked
25.28 4.5 11.3 24.9 65.9 33.5 23.6 15.2
Principal Personal Tax Saver Rank 4
370.26 4.4 6.6 14.2 53.6 31.9 23.9 13.2
Birla Sun Life Tax Plan (G) Rank 3
188.94 4.4 11.3 26.1 71.8 41.5 30.0 17.9
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
58.71 4.3 7.2 23.7 105.0 52.8 -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.02 4.3 11.4 24.8 77.8 36.9 -- --
Escorts Tax Plan (G) Not Ranked
3.18 4.3 10.8 24.0 76.1 36.4 16.6 6.5
Reliance Tax Saver (ELSS) (G) Rank 1
3,398.91 4.3 7.0 23.1 103.3 51.7 35.5 22.8
IDFC Tax Saver Fund (G) Not Ranked
37.05 4.3 10.4 17.8 49.9 32.9 25.3 15.6
UTI Equity Tax Saving - Direct (G) Not Ranked
8.05 4.0 7.5 17.5 58.0 32.7 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
1.17 4.0 7.8 18.8 56.7 33.0 -- --
IDBI Equity Advantage -Direct (G) Not Ranked
1.79 4.0 10.5 31.4 91.4 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
51.98 4.0 4.6 16.1 71.8 43.2 -- --
UTI Equity Tax Saving (G) Rank 3
532.06 4.0 7.3 17.0 56.7 31.9 23.4 13.9
IDBI Equity Advantage - Reg (G) Not Ranked
172.69 3.9 10.4 30.9 90.0 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
85.04 3.9 7.6 18.6 56.2 32.6 26.1 --
JM Tax Gain Fund (G) Not Ranked
33.91 3.9 5.8 17.8 67.3 38.3 25.9 12.2
DWS Tax Saving Fund -Direct (G) Not Ranked
0.20 3.9 6.2 16.8 56.8 34.7 -- --
DWS Tax Saving Fund (G) Not Ranked
45.84 3.8 5.9 16.5 55.9 33.5 25.0 11.9
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.36 3.7 9.2 19.7 56.6 37.8 -- --
Edelweiss ELSS Fund (G) Not Ranked
31.00 3.7 9.0 19.5 56.0 34.8 25.5 16.7
JM Tax Gain Fund -Direct (G) Not Ranked
0.08 3.7 5.8 18.0 68.3 39.3 -- --
HDFC Tax Saver - Direct (G) Not Ranked
115.70 3.6 1.9 12.7 66.9 36.6 -- --
HDFC Tax Saver (G) Rank 4
4,794.48 3.6 1.8 12.4 66.1 35.8 24.0 16.2
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.58 3.6 9.3 19.1 71.1 38.2 -- --
BNP Paribas Long Term Equity (G) Rank 2
290.50 3.6 9.2 18.9 70.7 37.8 29.5 19.1
L&T Tax Advantage -Direct (G) Not Ranked
21.37 3.6 7.0 16.2 59.6 33.6 -- --
UTI Long Term Advantage S2 (G) Not Ranked
137.34 3.5 6.0 14.0 56.1 30.8 23.0 14.2
L&T Tax Advantage (G) Rank 4
1,509.82 3.5 6.9 15.8 58.6 32.8 23.4 16.4
UTI Long Term Advantage (G) Not Ranked
225.94 3.5 6.0 14.0 55.6 29.5 21.5 11.5
Franklin (I) Tax Shield -Direct (G) Not Ranked
40.19 3.4 7.7 21.3 69.9 38.1 -- --
Franklin India Tax Shield (G) Rank 2
1,459.91 3.4 7.5 20.8 68.7 37.1 27.7 19.3
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.02 3.2 7.2 14.9 62.2 36.0 -- --
HSBC Tax Saver Equity Fund (G) Rank 3
198.29 3.2 7.0 14.5 61.0 35.1 27.9 16.3
Principal Tax Savings - Direct Not Ranked
0.67 3.2 5.0 14.2 63.3 38.3 -- --
UTI Master Equity Plan (US) Not Ranked
1,650.02 3.2 5.3 13.0 51.4 29.1 21.8 14.1
Principal Tax Savings Rank 3
260.43 3.1 4.9 13.9 62.6 37.7 29.2 15.6
Kotak Tax Saver - Direct (G) Not Ranked
1.76 3.1 9.5 25.8 76.8 33.5 -- --
Kotak Tax Saver - Regular (G) Rank 3
458.12 3.0 9.3 25.4 75.8 32.8 24.2 15.0
ICICI Pru Tax Plan- Direct (G) Not Ranked
56.86 3.0 6.0 14.6 66.5 39.8 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
9.64 3.0 6.9 17.1 61.5 30.9 -- --
Sundaram Tax Saver (G) Rank 5
1,205.58 2.9 6.8 16.9 60.8 30.4 22.9 13.5
ICICI Pru Tax Plan (G) Rank 3
2,283.67 2.9 5.7 14.1 65.1 38.8 28.3 17.9
HDFC Long Term Advant. - Direct (G) Not Ranked
32.07 2.6 1.8 7.4 49.7 32.2 -- --
HDFC Long Term Advantage (G) Rank 5
1,133.66 2.5 1.6 7.2 49.0 31.5 23.1 16.6
Reliance ELSF - Series 1 (G) Not Ranked
130.64 2.4 2.9 21.0 66.1 34.2 26.6 17.7
L&T Long Term Adv. Fund - I (G) Not Ranked
1.82 2.3 6.0 18.2 54.9 34.0 23.2 13.8
L&T Tax Saver Fund (G) Not Ranked
31.41 2.2 4.6 16.4 57.0 34.4 22.5 11.9
Sahara Taxgain - Direct (G) Not Ranked
0.67 1.8 1.6 5.2 46.6 32.7 -- --
Sahara Taxgain (G) Not Ranked
11.66 1.7 1.6 5.1 46.3 32.4 20.9 15.1
Quantum Tax Saving Fund (G) Not Ranked
27.82 1.0 -- 6.3 42.9 26.3 21.0 15.9
Tata Tax Saving Fund - Plan A (D) Rank 3
176.58 1.0 1.1 12.2 52.7 28.2 21.5 14.4
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.14 -1.8 1.1 11.5 40.1 26.1 -- --
Baroda Pioneer ELSS 96 Not Ranked
37.35 -2.0 0.7 10.9 38.7 25.0 15.5 7.2
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 3.9 7.0 17.1 59.0 32.6 22.0 13.1

Note : Returns have been calculated based on NAV's as on Mar 03, 2015 & Index values as on Mar 03, 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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