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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 Nov 21, 2014
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Sep 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Reliance ELSF - Series 1 (G) Not Ranked
122.31 10.5 16.4 29.5 69.8 28.7 29.6 16.5
Kotak Tax Saver - Direct (G) Not Ranked
1.40 10.2 15.9 31.8 65.7 -- -- --
Kotak Tax Saver (G) Rank 5
412.11 10.2 15.7 31.5 64.9 24.7 23.4 12.5
Birla SL Tax Relief 96-Direct (G) Not Ranked
16.39 9.5 13.3 32.0 63.8 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,672.91 9.4 13.0 31.5 62.7 33.0 28.3 13.0
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.13 9.4 13.0 31.4 62.4 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
162.91 9.3 12.7 30.9 61.1 32.0 27.7 15.1
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 9.2 10.9 20.7 54.7 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
112.18 9.2 19.8 41.5 74.7 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
1.19 9.2 19.9 42.0 75.7 -- -- --
Birla SL Tax Savings (G) Not Ranked
24.68 9.2 10.8 20.1 52.9 24.7 19.7 13.1
Axis Long Term Equity - Direct (G) Not Ranked
34.87 9.1 14.2 35.0 77.9 -- -- --
Axis Long Term Equity Fund (G) Rank 1
2,020.07 9.0 13.7 33.9 75.3 41.4 35.0 --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.12 8.8 11.3 23.0 55.5 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
7.19 8.7 11.0 22.4 54.2 26.0 22.1 13.7
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
5.24 8.6 10.1 26.6 53.5 -- -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
231.04 8.4 9.6 25.7 51.8 30.7 27.4 16.4
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.46 8.2 11.0 29.2 55.4 -- -- --
ICICI Pru RIGHT Fund (G) Not Ranked
66.71 8.2 17.2 34.1 72.3 41.0 35.4 23.2
LIC NOMURA Tax Plan (G) Not Ranked
34.88 8.2 10.7 28.5 53.8 28.2 23.9 11.8
Union KBC Tax Saver - Direct (G) Not Ranked
0.97 8.1 10.8 22.2 51.7 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
76.45 8.1 10.7 22.1 51.5 28.2 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
8.26 8.1 10.9 23.6 54.4 -- -- --
Sundaram Tax Saver (G) Rank 5
1,190.75 8.1 10.8 23.4 53.9 24.6 23.2 11.1
JM Tax Gain Fund -Direct (G) Not Ranked
0.07 7.9 12.1 25.1 68.3 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.31 7.9 12.6 23.7 50.8 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
40.74 7.9 12.4 23.5 50.1 27.8 24.6 14.2
JM Tax Gain Fund (G) Not Ranked
33.36 7.9 11.8 24.6 66.6 30.2 26.6 10.2
Escorts Tax Plan - Direct (G) Not Ranked
0.02 7.9 10.6 27.7 60.6 -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.75 7.8 11.5 20.9 52.9 27.8 23.7 13.3
Escorts Tax Plan (G) Not Ranked
3.02 7.8 10.4 27.3 61.6 21.1 15.2 3.9
Tata Infra Tax Saving Fund (G) Not Ranked
6.79 7.8 9.0 17.1 61.4 18.3 17.4 4.3
DSP-BRTax Saver Fund -Direct (G) Not Ranked
6.96 7.6 10.2 25.2 62.8 -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
31.48 7.6 14.2 30.1 64.3 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
927.87 7.5 10.0 24.9 62.0 31.7 29.5 15.8
Franklin India Tax Shield (G) Rank 3
1,303.34 7.5 14.0 29.6 63.1 31.8 26.7 18.1
DWS Tax Saving Fund -Direct (G) Not Ranked
0.19 7.4 10.9 21.7 51.7 -- -- --
DWS Tax Saving Fund (G) Not Ranked
44.93 7.4 10.9 21.6 51.9 28.9 23.4 10.8
IDFC Tax Saver Fund (G) Not Ranked
36.96 7.3 6.0 18.9 41.4 26.1 23.1 13.4
Religare Invesco Tax Plan - DP (G) Not Ranked
2.06 7.3 12.6 31.4 67.0 -- -- --
UTI Long Term Advantage (G) Not Ranked
221.68 7.3 9.3 21.7 54.7 23.7 21.8 10.7
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 7.3 8.7 25.8 61.9 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
25.03 7.3 7.8 22.1 58.7 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
18.68 7.3 10.1 24.1 55.8 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
135.11 7.2 9.3 21.8 55.3 26.8 22.9 13.2
HDFC Long Term Advantage (G) Rank 3
1,082.39 7.2 7.7 21.8 57.8 32.5 26.2 16.5
SBI Magnum Tax Gain (G) Rank 3
4,777.58 7.2 8.5 25.5 61.2 29.9 27.2 14.1
Can Robeco Eqty TaxSaver (G) Rank 4
787.13 7.2 10.0 23.9 55.1 27.4 24.7 16.9
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.36 7.2 10.4 22.2 51.3 -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
6.10 7.2 10.4 23.3 51.8 -- -- --
Religare Invesco Tax Plan (G) Rank 2
183.93 7.2 12.1 30.5 65.1 33.1 28.1 18.1
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.34 7.2 10.4 22.0 50.8 28.2 24.2 10.8
BOI AXA Tax Advtg -RP (G) Not Ranked
36.81 7.1 10.2 21.6 49.9 27.5 23.6 10.4
UTI Equity Tax Saving (G) Rank 3
499.12 7.1 10.2 22.8 50.9 25.9 22.2 12.2
L&T Tax Saver Fund (G) Not Ranked
30.21 7.1 10.9 20.0 54.2 28.0 22.9 10.6
HDFC Tax Saver - Direct (G) Not Ranked
95.72 7.0 8.8 21.7 68.3 -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.50 7.0 13.7 35.8 -- -- -- --
HDFC Tax Saver (G) Rank 4
4,525.59 7.0 8.7 21.4 67.4 32.8 26.1 15.9
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
28.06 7.0 13.6 35.7 -- -- -- --
Principal Personal Tax Saver Rank 4
369.00 6.8 8.8 19.8 53.9 26.3 24.4 11.7
SBI Tax Advantage Sr-2 (G) Not Ranked
47.21 6.8 13.6 33.0 85.5 37.0 -- --
UTI Master Equity Plan (US) Not Ranked
1,573.80 6.7 8.6 20.5 47.6 25.4 22.2 12.9
Principal Tax Savings - Direct Not Ranked
0.53 6.6 9.6 20.7 63.8 -- -- --
Principal Tax Savings Rank 2
250.70 6.6 9.4 20.4 63.2 32.5 30.9 14.4
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
37.93 6.5 16.3 34.7 105.0 -- -- --
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.10 6.5 11.0 22.1 44.9 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 6.5 16.1 34.2 103.5 41.0 37.0 21.7
Baroda Pioneer ELSS 96 Not Ranked
33.59 6.4 10.9 21.7 43.7 19.7 17.7 6.2
Religare Invesco AGILE Tax (G) Not Ranked
6.03 6.4 2.1 14.4 21.5 12.6 13.6 7.0
L&T Tax Advantage -Direct (G) Not Ranked
18.13 6.3 9.9 22.4 52.9 -- -- --
L&T Tax Advantage (G) Rank 4
1,410.66 6.3 9.8 22.0 52.0 26.4 23.1 15.1
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.89 5.9 9.4 21.9 62.0 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
196.18 5.9 9.2 21.4 60.9 28.7 27.9 14.6
Tata Tax Saving Fund - Direct (D) Not Ranked
2.04 5.7 9.6 23.2 48.7 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
91.99 5.6 9.3 22.0 50.8 25.7 22.0 14.5
Tata Tax Saving Fund - Plan A (D) Rank 3
164.23 5.6 9.3 22.7 47.4 24.5 22.0 13.4
ICICI Pru Tax Plan- Direct (G) Not Ranked
44.58 5.5 9.3 22.6 64.2 -- -- --
ICICI Pru Tax Plan (G) Rank 2
2,123.44 5.5 9.0 22.1 62.9 33.7 29.6 18.6
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.30 5.4 9.6 26.6 58.8 -- -- --
BNP Paribas Long Term Equity (G) Rank 2
249.55 5.4 9.6 26.5 58.4 31.6 28.1 17.0
Taurus Tax Shield - Direct (G) Not Ranked
0.31 5.2 7.0 16.5 46.1 -- -- --
Taurus Tax Shield (G) Not Ranked
93.70 5.2 7.0 16.5 45.6 20.7 19.7 11.4
SBI Tax Advantage Sr-1 (G) Not Ranked
394.83 4.1 10.7 30.8 79.1 34.3 30.0 13.8
Quantum Tax Saving Fund (G) Not Ranked
24.19 4.0 8.3 18.6 49.9 27.5 25.7 16.7
Sahara Taxgain - Direct (G) Not Ranked
0.60 2.6 6.6 13.1 55.4 -- -- --
Sahara Taxgain (G) Not Ranked
11.82 2.6 6.6 13.0 55.0 26.5 24.1 14.2
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 7.0 10.4 23.9 55.1 15.5 13.0 6.9

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