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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 Jun 30, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
129.43 6.3 11.6 4.1 7.9 11.0 26.0 --
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
2,610.17 6.2 11.2 3.4 6.7 9.8 24.8 14.9
Tata Infra Tax Saving Fund (G) Not Ranked
8.80 5.3 9.3 4.1 -0.6 7.3 16.8 6.2
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
3.00 5.3 16.0 6.9 9.3 -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
54.74 5.3 16.0 6.8 9.0 -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
4.65 5.3 14.2 5.3 5.0 -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
65.71 5.3 14.1 5.3 4.8 -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
2.76 5.2 14.5 4.3 4.3 15.8 -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
52.73 5.2 14.5 4.2 4.2 15.6 -- --
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
1.06 5.1 10.8 5.6 -3.7 -- -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
545.08 5.1 7.9 1.8 0.3 10.0 28.4 --
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
35.06 5.1 10.7 5.4 -4.0 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 3
13,525.88 5.1 7.7 1.4 -0.3 9.2 27.5 17.1
Sundaram Tax Saver -Direct (G) Not Ranked
25.73 4.7 11.4 5.7 4.2 13.0 19.9 --
Sundaram Tax Saver (G) Rank 4
1,681.56 4.7 11.3 5.5 3.9 12.7 19.5 12.9
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.07 4.6 8.1 -- -- -- -- --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
3.62 4.6 8.1 -- -- -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
198.86 4.5 9.0 2.1 -1.7 3.8 20.5 --
HDFC Tax Saver (G) Rank 5
7,055.58 4.4 8.8 1.7 -2.3 3.3 19.9 10.3
SBI Tax Advantage Sr-2 (G) Not Ranked
42.79 4.4 14.8 5.2 6.4 13.6 28.9 --
Principal Tax Savings - Direct Not Ranked
1.93 4.2 9.8 2.4 2.5 8.6 22.8 --
Principal Tax Savings Rank 3
232.09 4.2 9.7 2.1 1.9 8.0 22.2 14.9
L&T Tax Advantage -Direct (G) Not Ranked
34.10 4.1 10.5 5.3 4.0 12.3 21.1 --
L&T Tax Advantage (G) Rank 3
1,401.66 4.1 10.3 5.0 3.3 11.6 20.3 12.4
ICICI Pru RIGHT Fund (G) Not Ranked
132.32 4.0 10.6 1.2 -3.2 12.9 27.0 18.6
Tata India Tax Savings Fund - Direct (G) Not Ranked
115.25 3.9 10.6 3.7 11.5 -- -- --
Tata India Tax Savings Fund - Reg (G) Not Ranked
5.11 3.8 10.3 3.3 10.2 -- -- --
Tata India Tax Savings Fund - Reg (D) Rank 2
180.68 3.8 10.3 -12.0 -6.3 3.7 12.6 9.1
DSP-BRTax Saver Fund -Direct (G) Not Ranked
18.28 3.7 10.2 6.5 6.9 14.2 24.2 --
DSP-BRTax Saver Fund (G) Rank 3
1,037.84 3.7 10.0 6.2 6.3 13.6 23.5 15.3
Kotak Tax Saver - Direct (G) Not Ranked
5.07 3.7 8.8 4.2 0.6 15.4 21.1 --
SBI Tax Advantage Sr-1 (G) Not Ranked
1,202.92 3.6 14.0 5.7 4.4 13.9 27.9 15.3
Kotak Tax Saver - Regular (G) Rank 3
436.34 3.5 8.4 3.4 -0.9 14.1 20.0 11.2
Reliance ELSF - Series 1 (G) Not Ranked
179.09 3.5 6.7 -4.2 -5.8 4.9 17.5 11.1
LIC NOMURA Tax Plan - Direct (G) Not Ranked
2.45 3.4 9.4 3.9 -3.2 11.5 19.6 --
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
2.34 3.4 11.6 8.0 -- -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
48.27 3.4 9.2 3.6 -3.9 10.7 18.7 10.7
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
1.16 3.4 8.1 3.0 -0.5 -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 3.4 8.1 3.0 -0.5 8.7 -- --
Sahara Taxgain - Direct (G) Not Ranked
0.83 3.3 5.5 -0.5 -0.9 0.2 18.2 --
Mirae Asset Tax Saver Fund - RP (G) Not Ranked
31.01 3.3 11.2 7.1 -- -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.55 3.3 8.0 2.6 -1.3 -- -- --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.08 3.3 8.0 2.6 -1.3 7.2 -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
28.06 3.2 8.3 3.2 2.8 10.7 18.4 --
Sahara Taxgain (G) Not Ranked
7.29 3.2 5.3 -1.0 -1.8 -0.5 17.6 10.0
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
16.74 3.2 8.5 1.2 -3.1 13.8 24.0 --
UTI Long Term Advantage S2 (G) Not Ranked
192.27 3.2 8.6 2.9 1.1 8.0 17.2 11.0
UTI Equity Tax Saving (G) Rank 3
814.34 3.2 8.1 2.7 1.8 9.6 17.5 11.0
UTI Long Term Advantage (G) Not Ranked
305.21 3.2 8.6 2.9 1.0 7.9 16.2 9.9
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
341.64 3.1 8.2 0.6 -4.2 12.2 22.6 14.9
UTI Long Term Advantage S3 (G) Not Ranked
0.08 3.1 5.0 -- -- -- -- --
L&T Tax Saver Fund (G) Not Ranked
25.12 3.1 12.0 3.6 8.3 13.6 23.9 12.2
UTI Master Equity Plan (US) Not Ranked
1,458.15 3.1 10.8 3.1 1.0 7.4 16.0 10.6
UTI Long Term Advantage S3 (G) Not Ranked
2.15 2.9 4.4 -- -- -- -- --
Quantum Tax Saving Fund (G) Not Ranked
83.66 2.9 10.4 7.3 8.6 9.7 19.8 13.8
Tata Tax Advantage Fund-1(G) Not Ranked
71.93 2.8 -7.3 -7.3 -10.8 17.2 15.7 11.6
Taurus Tax Shield - Direct (G) Not Ranked
0.87 2.8 10.7 3.5 1.0 8.3 16.5 --
Escorts Tax Plan (G) Not Ranked
2.69 2.8 15.6 11.9 18.9 25.3 28.9 8.6
Escorts Tax Plan - Direct (G) Not Ranked
0.07 2.7 15.6 12.1 19.1 25.9 29.0 --
Taurus Tax Shield (G) Not Ranked
57.00 2.6 10.2 2.5 -0.9 7.0 15.5 9.2
Principal Personal Tax Saver Rank 4
289.99 2.6 8.9 2.5 0.4 7.0 18.3 10.4
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 2.6 11.3 4.7 8.4 15.3 24.7 13.7
JM Tax Gain Fund -Direct (G) Not Ranked
0.42 2.6 9.1 4.3 -2.5 10.4 21.3 --
Franklin (I) Tax Shield -Direct (G) Not Ranked
187.43 2.6 8.4 6.2 4.6 17.6 25.0 --
Franklin India Tax Shield (G) Rank 2
1,691.96 2.5 8.2 5.7 3.6 16.6 24.0 16.0
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.78 2.5 8.3 1.3 -0.9 10.4 19.9 --
IDFC Tax Saver Fund (G) Not Ranked
29.98 2.5 9.6 6.0 -4.6 6.1 14.5 11.0
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.57 2.4 8.1 0.9 -1.7 9.5 19.1 11.8
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.89 2.4 9.7 4.7 3.7 9.8 20.9 --
JM Tax Gain Fund (G) Not Ranked
25.98 2.4 8.5 3.1 -4.7 8.7 19.7 11.2
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
29.15 2.4 6.1 -0.2 -1.8 8.1 17.6 --
HSBC Tax Saver Equity Fund (G) Not Ranked
157.10 2.4 9.5 4.4 3.0 9.1 20.1 14.1
BOI AXA Tax Advtg -RP (G) Not Ranked
45.22 2.4 7.9 0.5 -2.4 8.7 18.3 11.2
Can Robeco Eqty TaxSaver (G) Rank 5
731.86 2.4 6.0 -0.5 -2.4 7.6 17.0 11.6
Birla SL Tax Relief 96-Direct (G) Not Ranked
53.07 2.3 8.0 3.1 5.3 17.8 26.5 --
Birla SL Tax Savings (G) Not Ranked
22.53 2.3 7.7 2.5 3.6 14.3 21.0 11.5
Birla SL Tax Savings -Direct (G) Not Ranked
0.08 2.3 7.7 2.7 4.0 14.6 21.8 --
Union KBC Tax Saver - Direct (G) Not Ranked
5.62 2.3 6.2 -0.3 -5.0 5.6 14.7 --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
9.68 2.3 7.8 3.2 5.1 17.2 25.7 --
Birla SL Tax Relief 96 (G) Rank 1
1,855.65 2.3 7.8 2.6 4.5 16.9 25.5 15.4
Birla Sun Life Tax Plan (G) Rank 2
285.75 2.2 7.5 2.6 4.1 16.1 24.6 15.6
Union KBC Tax Saver Scheme (G) Not Ranked
153.99 2.2 5.8 -0.8 -5.8 4.9 14.2 --
DHFL Pramerica Tax Plan -Direct (G) Not Ranked
0.70 2.1 8.3 6.3 4.3 12.2 19.6 --
DHFL Pramerica Tax Plan (G) Not Ranked
39.21 2.1 8.0 5.6 2.9 11.0 18.6 11.5
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.23 2.1 6.8 2.7 0.3 11.4 20.3 --
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.14 2.0 5.3 -0.9 -2.0 11.4 18.8 --
JPMorgan Tax Advantage (G) Not Ranked
10.96 2.0 6.6 2.2 -0.7 9.9 18.8 11.0
SBI Magnum Tax Gain - Direct (G) Not Ranked
187.17 2.0 7.6 1.9 -2.1 10.2 21.1 --
HDFC Long Term Advant. - Direct (G) Not Ranked
48.91 1.9 9.2 7.3 4.2 8.1 20.4 --
SBI Magnum Tax Gain (G) Rank 4
6,115.50 1.9 7.5 1.6 -2.7 9.6 20.5 13.5
Edelweiss ELSS Fund (G) Not Ranked
55.47 1.9 5.1 -1.3 -2.6 10.7 18.2 12.6
BNP Paribas Long Term Equity-DP (G) Not Ranked
4.36 1.9 7.9 0.6 -0.5 13.4 23.6 --
HDFC Long Term Advantage (G) Rank 4
986.72 1.9 9.0 7.0 3.5 7.5 19.7 12.1
BNP Paribas Long Term Equity (G) Rank 3
395.13 1.8 7.7 0.3 -1.1 12.8 23.0 16.1
IDBI Equity Advantage -Direct (G) Not Ranked
8.19 1.7 6.4 2.7 1.3 19.6 -- --
IDBI Equity Advantage - Reg (G) Not Ranked
384.30 1.6 6.1 2.3 0.4 18.7 -- --
Axis Long Term Equity - Direct (G) Not Ranked
293.00 1.3 8.3 2.9 2.8 17.8 29.7 --
Axis Long Term Equity Fund (G) Rank 1
6,664.75 1.2 8.0 2.3 1.7 16.4 28.1 19.6
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 3.2 9.1 2.9 1.4 9.6 16.9 9.4

Note : Returns have been calculated based on NAV's as on Jun 30, 2016 & Index values as on Jun 30, 2016

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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