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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 25, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Escorts Tax Plan (G) Not Ranked
2.76 6.5 23.3 10.4 12.6 25.6 26.1 8.5
Escorts Tax Plan - Direct (G) Not Ranked
0.04 6.5 23.4 10.6 12.9 26.3 26.3 --
Tata Tax Advantage Fund-1(G) Not Ranked
97.00 2.8 -7.3 -7.3 -10.8 17.2 15.7 11.6
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.79 2.3 19.9 2.2 3.2 -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
33.82 2.3 19.8 2.0 2.9 -- -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
374.37 1.5 19.9 2.0 -1.7 17.2 23.9 15.1
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
39.53 1.5 17.8 1.0 -1.7 -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.90 1.5 17.8 1.1 -1.4 -- -- --
L&T Tax Saver Fund (G) Not Ranked
28.44 1.4 16.4 -0.1 3.6 13.1 20.1 11.7
L&T Long Term Adv. Fund - I (G) Not Ranked
1.84 1.3 17.3 1.0 4.6 14.5 20.6 13.0
SBI Tax Advantage Sr-2 (G) Not Ranked
31.09 1.2 21.7 -0.2 -0.6 16.7 24.2 --
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.94 1.1 17.7 1.0 0.7 11.2 17.1 --
HSBC Tax Saver Equity Fund (G) Not Ranked
174.14 1.1 17.5 0.6 -- 10.5 16.3 13.7
IDFC Tax Saver Fund (G) Not Ranked
32.43 1.0 11.2 1.5 -9.7 6.7 12.1 10.9
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.84 0.9 18.6 -0.9 -2.5 19.4 -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
34.07 0.9 18.6 -0.9 -2.6 19.2 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.91 0.7 15.7 0.1 -2.2 8.0 13.2 --
UTI Long Term Advantage S3 (G) Not Ranked
0.00 0.7 -- -- -- -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
222.67 0.6 11.6 1.1 -1.2 20.7 26.4 --
Taurus Tax Shield (G) Not Ranked
67.14 0.6 15.2 -0.8 -4.1 6.8 12.3 8.7
Axis Long Term Equity Fund (G) Rank 1
6,256.92 0.5 11.3 0.5 -2.3 19.2 24.9 20.0
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
0.07 0.5 16.0 -- -- -- -- --
UTI Master Equity Plan (US) Not Ranked
1,602.66 0.5 13.9 -2.3 -3.1 7.0 12.6 10.1
UTI Long Term Advantage S3 (G) Not Ranked
0.00 0.5 -- -- -- -- -- --
Mirae Asset Tax Saver Fund - RP (G) Not Ranked
1.03 0.4 15.5 -- -- -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
43.55 0.3 13.5 2.4 2.2 20.8 23.7 --
L&T Tax Advantage -Direct (G) Not Ranked
33.58 0.3 14.5 0.4 0.4 12.3 17.2 --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
7.32 0.3 13.1 2.4 2.0 20.1 22.9 --
L&T Tax Advantage (G) Rank 3
1,507.18 0.2 14.3 -- -0.2 11.6 16.5 11.7
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
14.88 0.2 15.4 -- -5.5 16.0 20.9 --
Birla SL Tax Relief 96 (G) Rank 1
1,904.12 0.2 13.3 2.0 1.4 19.9 22.8 15.2
JM Tax Gain Fund -Direct (G) Not Ranked
0.42 0.2 13.3 1.0 -4.2 11.2 17.6 --
Birla Sun Life Tax Plan (G) Rank 2
276.61 0.2 12.8 1.9 1.0 19.0 21.8 15.5
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 0.2 13.3 1.7 0.8 14.7 18.6 --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
341.33 0.1 15.1 -0.6 -6.5 14.5 19.5 14.8
Birla SL Tax Savings (G) Not Ranked
24.26 0.1 13.2 1.6 0.6 14.3 17.9 11.7
JM Tax Gain Fund (G) Not Ranked
28.42 -- 12.7 -0.1 -6.3 9.6 16.1 11.0
Franklin India Tax Shield (G) Rank 2
1,741.37 -0.1 14.1 1.7 1.2 18.1 21.3 15.7
ICICI Pru RIGHT Fund (G) Not Ranked
56.19 -0.1 12.2 -4.8 -9.3 14.4 22.4 18.4
Franklin (I) Tax Shield -Direct (G) Not Ranked
93.31 -- 14.4 2.2 2.1 19.1 22.3 --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.00 -0.2 -- -- -- -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.79 -0.2 12.7 -1.6 -3.5 11.0 17.2 --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
0.00 -0.2 -- -- -- -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.77 -0.3 12.5 -2.0 -4.3 10.2 16.5 11.6
BOI AXA Tax Advtg -RP (G) Not Ranked
46.69 -0.3 12.3 -2.4 -5.0 9.4 15.8 11.0
LIC NOMURA Tax Plan - Direct (G) Not Ranked
2.23 -0.4 15.4 -0.6 -8.1 12.6 16.3 --
Tata India Tax Savings Fund - Direct (G) Not Ranked
43.23 -0.4 15.6 1.7 4.9 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
48.56 -0.4 15.1 -0.9 -8.8 11.9 15.4 10.4
Tata India Tax Savings Fund - Reg (G) Not Ranked
2.44 -0.5 15.4 1.3 3.7 -- -- --
Tata India Tax Savings Fund - Reg (D) Rank 2
188.10 -0.5 -1.6 -13.8 -11.8 4.4 9.7 8.6
IDBI Equity Advantage -Direct (G) Not Ranked
7.29 -0.5 9.9 -0.6 -2.2 23.6 -- --
IDBI Equity Advantage - Reg (G) Not Ranked
368.22 -0.6 9.7 -1.0 -3.0 22.7 -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.22 -0.6 16.8 -1.3 -5.1 7.0 12.5 5.3
Quantum Tax Saving Fund (G) Not Ranked
35.84 -0.6 14.4 4.0 3.5 10.2 16.4 13.2
Sundaram Tax Saver -Direct (G) Not Ranked
15.83 -0.6 17.7 -0.7 0.3 12.4 15.8 --
Sundaram Tax Saver (G) Rank 4
1,163.57 -0.6 17.6 -0.8 0.1 12.0 15.5 11.9
UTI Long Term Advantage S2 (G) Not Ranked
126.29 -0.6 13.5 -1.5 -2.6 8.3 14.1 11.0
UTI Long Term Advantage (G) Not Ranked
209.97 -0.7 13.5 -1.5 -2.7 8.2 12.9 9.5
UTI Equity Tax Saving - Direct (G) Not Ranked
16.50 -0.7 12.8 -0.4 -0.9 11.0 15.1 --
Principal Personal Tax Saver Rank 4
323.03 -0.7 13.5 -2.2 -4.4 6.5 14.6 9.9
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.88 -0.7 12.6 -0.8 -5.2 -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 -0.7 12.6 -0.8 -5.2 9.5 -- --
UTI Equity Tax Saving (G) Rank 3
601.52 -0.7 12.5 -0.9 -1.8 9.9 14.2 10.7
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.09 -0.8 12.4 -1.2 -6.2 8.0 -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.53 -0.8 12.4 -1.2 -6.2 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
4.61 -0.8 13.6 -1.0 -3.2 15.5 16.7 --
Union KBC Tax Saver - Direct (G) Not Ranked
2.91 -0.8 13.1 -1.7 -7.4 6.6 12.3 --
Kotak Tax Saver - Regular (G) Rank 3
482.27 -0.9 13.2 -1.7 -4.6 14.2 15.6 10.8
DHFL Pramerica Tax Saving Fund -Direct ( Not Ranked
0.70 -0.9 12.7 2.7 0.4 12.2 16.5 --
Union KBC Tax Saver Scheme (G) Not Ranked
78.44 -0.9 12.9 -2.1 -8.1 6.0 11.8 --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
16.65 -0.9 15.6 1.1 3.0 14.4 20.5 --
DSP-BRTax Saver Fund (G) Rank 3
1,087.20 -1.0 15.5 0.8 2.4 13.7 19.8 14.6
DHFL Pramerica Tax Saving Fund (G) Not Ranked
42.37 -1.0 12.3 1.9 -1.0 11.1 15.6 11.3
Principal Tax Savings - Direct Not Ranked
1.93 -1.0 16.2 -2.6 -1.9 8.8 18.9 --
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
119.50 -1.0 12.0 -2.9 -0.5 10.7 21.5 --
Principal Tax Savings Rank 3
256.35 -1.1 16.0 -2.8 -2.4 8.2 18.3 14.2
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
2,674.98 -1.1 11.6 -3.5 -1.7 9.6 20.4 14.0
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.77 -1.2 19.5 -0.4 -6.1 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
46.89 -1.2 16.6 2.3 0.4 8.7 16.6 --
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
23.60 -1.2 19.4 -0.6 -6.5 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.22 -1.2 11.9 0.2 -1.9 12.1 17.3 --
HDFC Long Term Advantage (G) Rank 4
1,076.87 -1.3 16.4 2.0 -0.1 8.2 15.9 11.8
JPMorgan Tax Advantage (G) Not Ranked
11.48 -1.3 11.7 -0.3 -3.0 10.5 15.9 11.0
SBI Magnum Tax Gain - Direct (G) Not Ranked
114.21 -1.5 12.6 -2.6 -5.7 11.3 17.7 --
SBI Magnum Tax Gain (G) Rank 4
4,604.80 -1.5 12.4 -2.9 -6.3 10.7 17.1 13.3
BNP Paribas Long Term Equity-DP (G) Not Ranked
3.96 -1.8 12.2 -1.3 -1.8 15.5 20.9 --
BNP Paribas Long Term Equity (G) Rank 3
405.24 -1.8 11.9 -1.6 -2.4 14.9 20.4 16.1
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
29.81 -2.1 13.5 -3.1 -5.4 9.2 14.5 --
Can Robeco Eqty TaxSaver (G) Rank 5
805.93 -2.2 13.3 -3.4 -6.0 8.6 14.0 11.6
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.14 -2.4 10.1 -3.7 -6.0 12.3 15.7 --
Edelweiss ELSS Fund (G) Not Ranked
59.13 -2.5 9.9 -4.1 -6.6 11.7 15.2 12.7
Reliance ELSF - Series 1 (G) Not Ranked
118.97 -3.2 10.2 -8.2 -10.8 6.3 13.4 11.0
HDFC Tax Saver - Direct (G) Not Ranked
197.25 -3.4 14.2 -6.0 -8.8 3.3 15.7 --
HDFC Tax Saver (G) Rank 5
4,600.50 -3.4 14.0 -6.3 -9.3 2.7 15.1 9.6
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
182.05 -3.7 15.1 -2.6 -7.6 12.8 23.3 --
Reliance Tax Saver (ELSS) (G) Rank 3
4,269.30 -3.7 14.9 -3.0 -8.2 11.9 22.4 16.2
Sahara Taxgain - Direct (G) Not Ranked
0.89 -3.9 10.6 -4.6 -4.3 2.2 14.9 --
Sahara Taxgain (G) Not Ranked
8.15 -4.0 10.3 -5.1 -5.2 1.6 14.3 9.6
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 -0.2 13.4 -0.8 -2.6 10.3 14.1 9.3

Note : Returns have been calculated based on NAV's as on May 25, 2016 & Index values as on May 25, 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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