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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 Jul 28, 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 4.2 18.2 35.9 43.4 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
23.80 4.2 24.0 44.0 63.3 -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 4.1 18.0 35.5 44.3 14.5 -0.1 2.8
Axis Long Term Equity Fund (G) Rank 1
1,310.99 4.1 23.6 42.9 61.3 37.1 23.0 --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 3.2 19.8 30.3 41.2 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
30.84 3.1 19.5 29.7 39.8 23.6 12.4 10.2
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 2.3 21.4 42.2 62.1 37.0 22.0 --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 2.1 20.3 32.0 47.6 -- -- --
IDFC Tax Advantage (ELSS) (G) Rank 3
194.72 2.0 20.0 31.4 46.4 29.4 17.5 17.6
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 2.0 23.1 38.0 54.1 -- -- --
Religare Invesco Tax Plan (G) Rank 2
159.04 1.9 22.8 37.1 52.6 29.2 16.3 17.9
Religare Invesco AGILE Tax (G) Not Ranked
6.19 1.8 5.9 10.6 20.4 14.7 9.5 9.3
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 1.6 22.3 35.3 50.0 -- -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 1.5 22.0 34.5 48.8 -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 1.5 18.6 33.5 44.9 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
135.05 1.5 21.8 34.0 47.7 28.5 15.6 14.4
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 1.5 22.1 34.8 48.9 29.2 15.1 13.5
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 1.5 19.3 31.2 38.7 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 1.5 19.2 31.0 38.5 27.0 -- --
Franklin India Tax Shield (G) Rank 3
1,133.25 1.5 18.4 33.1 43.9 25.2 16.0 17.3
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 1.4 20.7 36.2 50.8 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 1.4 20.5 35.9 50.1 27.1 17.2 14.5
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 1.4 23.5 37.0 46.9 -- -- --
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 1.4 23.4 36.8 46.6 28.3 18.6 16.7
Tata Tax Saving Fund - Direct Not Ranked
1.47 1.3 19.9 32.2 38.5 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 1.2 22.9 35.6 -- -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 1.2 23.0 36.0 -- -- -- --
Tata Tax Saving Fund Rank 3
144.15 1.2 19.7 31.7 35.5 22.0 13.4 13.6
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 1.2 17.6 29.2 38.2 22.3 13.3 14.5
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 1.2 19.0 36.5 52.0 -- -- --
HDFC Long Term Advantage (G) Rank 3
967.64 1.1 18.8 36.1 51.2 28.6 16.0 17.2
IDFC Tax Saver Fund (G) Not Ranked
34.86 1.1 14.8 25.6 34.1 24.3 14.6 15.2
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 1.0 25.6 46.4 66.1 33.0 16.3 13.2
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 1.0 17.9 31.9 37.8 -- -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 1.0 18.4 32.7 41.1 -- -- --
DWS Tax Saving Fund (G) Not Ranked
42.77 1.0 17.7 31.8 37.4 24.9 12.3 11.2
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 0.9 19.7 32.7 41.2 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 0.9 19.5 32.4 40.6 23.5 14.5 17.0
ING Tax Saving (G) Not Ranked
23.44 0.9 18.1 31.8 39.3 21.6 10.1 13.5
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 0.8 22.4 37.0 49.8 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 0.8 15.9 27.4 36.6 -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 0.7 18.1 29.6 37.6 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
808.27 0.7 22.3 36.8 49.0 29.2 17.1 16.8
Edelweiss ELSS Fund (G) Not Ranked
32.96 0.7 15.8 27.1 36.1 25.4 14.5 13.6
UTI Equity Tax Saving (G) Rank 4
453.64 0.7 17.9 29.2 36.9 22.4 12.5 12.4
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 0.6 18.9 32.5 40.6 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
5.99 0.5 18.7 32.0 39.4 22.1 12.1 13.8
Principal Personal Tax Saver Rank 4
353.73 0.4 17.6 33.0 46.0 24.3 13.7 12.4
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 0.4 17.1 28.8 41.3 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 0.4 17.1 28.6 41.0 24.4 13.6 12.0
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 0.3 16.8 28.2 40.1 23.7 13.1 11.6
L&T Tax Advantage -Direct (G) Not Ranked
14.49 0.3 17.8 32.6 40.6 -- -- --
UTI Long Term Advantage (G) Not Ranked
204.16 0.3 19.7 33.4 39.7 22.2 11.9 11.2
UTI Long Term Advantage S2 (G) Not Ranked
125.42 0.3 19.9 33.8 42.1 23.7 13.4 13.8
L&T Tax Advantage (G) Rank 4
1,262.67 0.3 17.7 32.2 39.8 23.6 13.3 16.1
Kotak Tax Saver - Direct (G) Not Ranked
1.12 0.2 18.9 32.5 38.8 -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.26 0.2 17.7 30.4 37.7 -- -- --
UTI Master Equity Plan (US) Not Ranked
1,428.55 0.2 16.8 29.0 37.8 23.3 13.0 12.8
Kotak Tax Saver (G) Rank 5
369.34 0.2 18.8 32.2 38.2 17.8 9.9 11.1
Taurus Tax Shield (G) Not Ranked
90.33 0.2 17.6 30.2 37.2 20.2 11.2 12.0
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 0.1 14.1 27.2 45.0 22.4 12.3 14.5
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 -0.4 19.2 23.8 31.4 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 -0.5 19.0 23.2 30.3 15.5 6.9 6.1
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 -0.6 22.2 42.9 51.9 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 -0.7 17.5 30.6 38.2 -- -- --
JM Tax Gain Fund (G) Not Ranked
31.40 -0.7 22.0 42.0 50.4 27.9 14.0 9.9
Sundaram Tax Saver (G) Rank 5
1,139.83 -0.7 17.4 30.4 37.8 20.8 12.8 11.0
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 -0.8 26.1 -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 -0.8 26.0 -- -- -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 -0.9 24.1 45.7 65.2 36.6 -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 -0.9 18.8 38.4 51.2 -- -- --
L&T Tax Saver Fund (G) Not Ranked
28.82 -0.9 15.9 30.4 44.5 22.7 11.6 10.6
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 -1.0 18.6 38.0 50.2 27.4 17.5 15.3
Reliance ELSF - Series 1 (G) Not Ranked
113.38 -1.0 19.8 33.2 49.5 22.4 14.7 17.1
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 -1.1 20.4 38.1 62.9 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,840.90 -1.2 20.2 37.5 61.7 30.5 17.9 19.9
Quantum Tax Saving Fund (G) Not Ranked
20.43 -1.2 16.5 32.7 43.7 25.3 16.7 18.4
Principal Tax Savings - Direct Not Ranked
0.40 -1.3 20.5 38.4 58.0 -- -- --
Principal Tax Savings Rank 2
227.71 -1.3 20.4 38.2 57.5 31.9 19.7 14.7
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 -2.0 22.4 44.8 44.9 14.5 5.2 4.5
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 -2.4 30.4 59.5 83.6 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 -2.5 30.2 58.9 82.4 33.9 20.9 20.2
HDFC Tax Saver - Direct (G) Not Ranked
74.77 -2.6 22.1 43.2 62.6 -- -- --
HDFC Tax Saver (G) Rank 3
4,036.36 -2.6 21.9 42.7 61.6 28.3 14.4 17.1
Sahara Taxgain - Direct (G) Not Ranked
0.49 -5.1 21.3 37.8 54.9 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 -5.2 21.2 37.6 54.4 25.0 15.0 15.8
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 0.5 19.5 32.9 43.2 14.1 7.5 7.0

Note : Returns have been calculated based on NAV's as on Jul 28, 2014 & Index values as on Jul 28, 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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