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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 Sep 02, 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
Axis Long Term Equity - Direct (G) Not Ranked
23.80 8.3 18.1 45.7 87.8 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 8.2 17.8 44.6 85.5 39.5 28.1 --
Kotak Tax Saver - Direct (G) Not Ranked
1.12 8.1 13.6 39.5 65.2 -- -- --
Kotak Tax Saver (G) Rank 5
369.34 8.0 13.5 39.1 64.5 21.8 16.3 12.1
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 7.7 17.1 43.3 77.8 -- -- --
Religare Invesco Tax Plan (G) Rank 2
159.04 7.6 16.7 42.5 76.0 32.0 21.6 18.7
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 7.5 19.8 43.4 59.7 -- -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 7.5 15.5 65.1 113.5 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 7.4 19.6 43.0 58.7 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 7.4 15.3 64.5 112.2 39.2 28.2 21.7
Escorts Tax Plan - Direct (G) Not Ranked
0.01 7.4 16.1 43.0 60.1 -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 7.3 15.9 42.6 61.1 20.2 7.5 3.9
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 7.3 14.6 39.6 69.7 -- -- --
Franklin India Tax Shield (G) Rank 3
1,133.25 7.3 14.4 39.2 68.6 29.3 21.0 18.4
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 7.2 12.8 41.0 78.3 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 7.2 18.9 47.9 93.5 39.8 -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 7.2 12.6 39.5 62.5 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 7.2 12.6 40.5 77.0 31.2 23.7 16.3
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 7.2 14.8 44.2 66.6 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 7.1 12.5 39.2 61.8 27.5 19.6 17.0
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 7.1 14.7 44.1 66.3 32.4 23.4 17.9
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 7.1 12.0 47.1 78.3 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,840.90 7.1 11.7 46.5 76.9 35.1 24.8 20.2
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 7.0 13.2 40.0 75.0 -- -- --
HDFC Long Term Advantage (G) Rank 3
967.64 7.0 13.0 39.6 74.1 32.7 21.9 18.3
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 6.9 10.9 37.4 60.0 -- -- --
Sundaram Tax Saver (G) Rank 5
1,139.83 6.9 10.8 37.2 59.5 24.5 18.3 11.7
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 6.9 10.5 26.0 51.3 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 6.8 10.3 25.3 50.0 18.6 12.5 6.8
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 6.8 16.5 34.9 62.8 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 6.7 12.9 43.5 72.9 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
808.27 6.7 12.8 43.1 72.0 33.0 23.7 17.2
LIC NOMURA Tax Plan (G) Not Ranked
30.84 6.7 16.2 34.3 61.2 27.4 18.3 11.3
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 6.7 14.2 39.4 74.0 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 6.7 10.2 44.0 78.7 -- -- --
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 6.7 15.0 40.8 82.6 38.5 27.6 --
HDFC Tax Saver - Direct (G) Not Ranked
74.77 6.7 10.8 49.6 85.6 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 6.6 14.1 39.0 73.2 30.0 22.7 15.5
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 6.6 19.2 48.9 95.0 36.4 23.0 13.6
HDFC Tax Saver (G) Rank 3
4,036.36 6.6 10.6 49.1 84.4 32.8 20.6 17.8
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 6.6 10.8 32.2 61.1 -- -- --
JM Tax Gain Fund (G) Not Ranked
31.40 6.6 10.0 43.5 76.9 30.8 20.1 10.4
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 6.6 20.1 -- -- -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 6.6 9.5 35.8 61.2 -- -- --
IDFC Tax Saver Fund (G) Not Ranked
34.86 6.6 12.4 27.9 49.9 27.6 19.8 15.5
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 6.6 20.1 -- -- -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 6.6 10.7 32.0 60.7 27.2 18.9 12.3
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 6.5 10.5 31.6 59.7 26.5 18.3 11.9
JPMorgan Tax Advantage (G) Not Ranked
5.99 6.5 9.3 35.1 59.8 24.9 16.6 14.5
UTI Master Equity Plan (US) Not Ranked
1,428.55 6.3 9.7 35.0 58.1 26.4 18.2 13.9
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 6.3 11.1 34.8 57.6 -- -- --
UTI Equity Tax Saving (G) Rank 4
453.64 6.2 10.9 34.4 56.8 25.1 17.1 13.3
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 6.2 14.3 38.5 69.9 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
14.49 6.2 10.8 37.7 60.6 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 6.1 9.9 34.7 57.6 -- -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 6.1 14.0 37.8 68.6 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 6.1 14.1 37.9 68.8 31.2 20.5 14.0
L&T Tax Advantage (G) Rank 4
1,262.67 6.1 10.6 37.3 59.7 25.9 18.1 16.7
Quantum Tax Saving Fund (G) Not Ranked
20.43 6.1 11.4 35.9 61.5 28.9 22.0 18.4
DWS Tax Saving Fund (G) Not Ranked
42.77 6.0 9.7 34.2 57.0 27.8 17.6 11.8
Birla Sun Life Tax Plan (G) Rank 3
135.05 6.0 13.8 37.2 67.4 30.4 19.9 14.8
Tata Tax Saving Fund - Direct Not Ranked
1.47 5.9 13.6 37.1 54.2 -- -- --
Tata Tax Saving Fund Rank 3
144.15 5.9 13.4 36.6 53.0 24.4 17.8 14.5
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 5.8 14.3 35.5 66.9 -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 5.8 9.1 31.3 60.7 26.3 17.0 14.6
L&T Tax Saver Fund (G) Not Ranked
28.82 5.7 8.1 35.1 62.6 26.0 16.2 11.3
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 5.7 14.0 34.8 65.5 32.0 22.9 17.7
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 5.6 13.2 33.8 55.0 24.8 17.8 15.8
Principal Personal Tax Saver Rank 4
353.73 5.5 9.1 35.3 62.5 26.5 19.1 12.8
UTI Long Term Advantage S2 (G) Not Ranked
125.42 5.3 10.5 37.3 63.0 26.5 17.8 14.5
UTI Long Term Advantage (G) Not Ranked
204.16 5.3 10.4 36.9 59.8 24.7 17.0 11.7
Reliance ELSF - Series 1 (G) Not Ranked
113.38 5.3 11.2 38.4 64.7 24.0 21.6 16.9
Principal Tax Savings - Direct Not Ranked
0.40 5.2 9.7 43.6 79.8 -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.26 5.2 9.2 33.3 61.0 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 5.2 9.2 33.0 60.5 22.6 15.4 12.0
Principal Tax Savings Rank 2
227.71 5.2 9.6 43.3 79.2 34.7 25.6 15.4
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 5.0 10.7 29.6 54.3 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
32.96 4.9 10.6 29.3 53.6 26.6 18.2 14.3
Sahara Taxgain - Direct (G) Not Ranked
0.49 4.9 7.1 39.9 75.8 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 4.8 7.1 39.7 75.3 29.1 19.6 15.5
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 4.4 9.2 32.1 56.1 28.4 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 4.4 9.1 32.2 56.4 -- -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 4.3 9.1 35.3 60.8 -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 4.3 4.5 46.1 72.9 16.2 10.2 5.1
ING Tax Saving (G) Not Ranked
23.44 4.2 8.7 34.5 58.7 23.8 14.3 13.3
Religare Invesco AGILE Tax (G) Not Ranked
6.19 2.4 10.0 9.3 29.5 14.7 12.7 10.0
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 6.2 12.2 36.9 64.2 15.7 10.4 7.3

Note : Returns have been calculated based on NAV's as on Sep 02, 2014 & Index values as on Sep 02, 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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