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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 20, 2017
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 17
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
Reliance Tax Saver (ELSS) (G) Rank 3
7,676.44 4.9 8.1 16.6 25.5 20.5 13.7 23.1
BOI AXA Tax Advantage - Direct (G) Not Ranked
3.82 8.4 12.3 25.2 30.2 19.5 16.7 --
SBI LTAF-Sr-4 Regular- Direct (G) Not Ranked
9.64 8.4 14.2 -- -- -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.38 8.4 12.1 24.8 29.3 18.6 15.7 19.9
SBI LTAF-Sr-4 Regular (G) Not Ranked
102.52 8.3 13.9 -- -- -- -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
77.64 8.3 11.9 24.3 28.3 17.7 14.9 19.1
Sponsored Advt.
DSP-BRTax Saver Fund (G) Rank 3
2,458.10 4.5 7.6 14.7 21.0 20.7 16.2 22.2
Principal Tax Savings - Direct Rank 2
4.39 6.6 6.5 18.9 26.2 23.4 16.0 --
Principal Tax Savings Rank 2
323.25 6.6 6.4 18.7 25.9 22.9 15.4 22.3
SBI Tax Advantage Sr-2 (G) Not Ranked
30.11 6.0 8.2 17.2 27.1 25.6 18.3 26.4
Tata India Tax Savings Fund - Direct (G) Rank 1
331.64 6.0 8.3 19.7 25.7 22.3 -- --
Escorts Tax Plan (G) Not Ranked
4.75 5.9 7.9 17.9 24.0 28.4 21.9 20.6
Escorts Tax Plan - Direct (G) Not Ranked
1.63 5.9 7.9 17.9 24.0 28.4 22.3 --
Tata India Tax Savings Fund - Reg (G) Rank 1
23.15 5.9 8.0 18.9 24.3 21.0 -- --
ABSL Tax Plan-Direct (G) Rank 3
34.40 5.7 7.9 18.4 23.4 18.2 18.0 --
ABSL Tax Relief 96-Direct (G) Rank 3
217.56 5.7 8.0 18.5 23.7 18.5 18.5 --
Invesco India AGILE Tax (G) Not Ranked
4.63 5.7 12.0 17.2 24.4 12.9 9.0 10.6
ABSL Tax Plan (G) Rank 3
498.76 5.6 7.6 17.7 22.0 16.8 16.7 21.7
Axis Long Term Equity - Direct (G) Rank 4
818.20 5.6 7.7 17.4 21.6 15.2 16.1 --
ABSL Tax Relief 96 (G) Rank 3
3,160.60 5.6 7.7 17.8 22.4 17.4 17.5 22.5
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.92 6.2 6.5 16.1 20.1 19.2 16.1 --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
33.24 6.1 6.5 16.0 20.0 19.1 15.9 --
Axis Long Term Equity Fund (G) Rank 4
12,281.17 5.5 7.4 16.7 20.3 13.9 14.8 23.8
ABSL Tax Savings -Direct (G) Not Ranked
0.06 5.5 8.0 17.9 22.9 17.3 17.4 --
ABSL Tax Savings (G) Not Ranked
24.91 5.5 8.1 17.9 23.0 17.2 17.3 19.1
ICICI Pru RIGHT Fund (G) Not Ranked
52.80 5.1 4.9 15.0 21.7 15.4 14.4 23.6
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
3.71 5.0 5.6 15.8 19.5 20.1 -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.69 5.3 8.8 19.5 27.8 22.9 17.4 --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
50.61 5.0 5.6 15.8 19.4 19.9 -- --
IDFC Tax Adv. (ELSS) -Direct (G) Rank 2
33.79 5.3 8.3 22.5 30.6 20.7 18.0 --
Principal Personal Tax Saver Rank 4
323.46 5.3 5.1 12.8 15.0 14.0 10.6 16.0
JM Tax Gain Fund (G) Not Ranked
31.26 5.2 8.6 19.0 25.9 20.5 15.5 20.6
Union Tax Saver - Direct (G) Not Ranked
5.26 4.8 4.0 11.1 12.7 9.7 8.1 --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
2.36 4.9 5.8 15.8 21.8 21.8 -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
44.51 4.9 5.8 15.8 21.7 21.7 -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 2
567.13 5.1 8.0 21.8 29.2 19.4 16.6 22.3
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
25.25 5.1 8.0 20.3 33.7 -- -- --
Union Tax Saver Scheme (G) Not Ranked
154.60 4.6 3.7 10.4 11.4 8.5 7.1 14.5
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
488.22 5.0 8.4 17.1 26.7 21.5 14.6 --
Reliance Tax Saver (ELSS) (G) Rank 3
7,676.44 4.9 8.1 16.6 25.5 20.5 13.7 23.1
HSBC Tax Saver Equity -Direct (G) Not Ranked
3.11 4.7 4.2 14.7 24.2 18.9 14.4 --
UTI Long Term Advantage S5 (G) Not Ranked
4.09 4.6 5.6 -- -- -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
1.17 4.7 6.0 17.6 23.4 19.2 13.8 --
HSBC Tax Saver Equity Fund (G) Not Ranked
181.80 4.7 4.1 14.3 23.3 18.0 13.6 19.9
Taurus Tax Shield (G) Not Ranked
52.89 4.6 5.9 17.4 22.9 18.0 12.7 15.6
DSP-BRTax Saver Fund -Direct (G) Rank 3
205.66 4.6 7.9 15.5 22.6 21.9 17.2 --
Edelweiss Tax Advantage -Direct (G) Not Ranked
0.44 4.6 5.9 14.4 16.7 13.6 13.2 --
UTI Long Term Advantage S4 (G) Not Ranked
5.71 4.4 5.4 16.2 -- -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.50 4.6 4.7 11.3 16.9 14.2 11.9 13.0
Edelweiss Tax Advantage (G) Not Ranked
12.53 4.5 5.8 14.1 16.0 12.7 11.9 16.3
UTI Long Term Advantage S5 (G) Not Ranked
123.52 4.4 5.0 -- -- -- -- --
DSP-BRTax Saver Fund (G) Rank 3
2,458.10 4.5 7.6 14.7 21.0 20.7 16.2 22.2
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.67 4.5 4.8 13.5 19.2 14.0 13.7 --
DHFL Pramerica Tax Plan -Direct (G) Not Ranked
1.39 4.4 5.3 16.6 21.5 19.2 15.6 --
Edelweiss ELSS Fund (G) Not Ranked
68.62 4.4 4.3 12.8 18.0 13.0 12.9 18.1
IDBI Equity Advantage -Direct (G) Rank 3
16.91 4.4 4.2 14.5 16.8 12.9 15.5 --
Invesco India Tax Plan - DP (G) Rank 3
19.30 4.4 6.7 14.3 19.4 16.9 15.7 --
UTI Long Term Advantage S4 (G) Not Ranked
129.59 4.2 4.8 14.8 -- -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
123.07 4.8 4.0 12.3 21.8 10.4 10.0 15.1
Sundaram Diversified Equity -Direct (G) Not Ranked
36.25 4.3 4.9 15.6 22.7 20.1 15.9 --
UTI Master Equity Plan (US) Not Ranked
1,818.05 3.9 4.5 12.0 16.2 15.1 11.2 16.4
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
7.04 4.3 6.6 14.6 21.0 16.5 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 4.3 6.6 14.6 21.0 16.5 13.0 --
Sundaram Diversified Equity (G) Rank 2
1,621.43 4.3 4.7 15.2 22.1 19.7 15.5 18.5
IDBI Equity Advantage - Reg (G) Rank 3
612.64 4.3 3.8 13.5 15.1 11.6 14.4 --
L&T Tax Advantage -Direct (G) Rank 1
63.39 4.3 6.4 18.5 27.7 21.2 17.0 --
DHFL Pramerica Tax Plan (G) Not Ranked
44.16 4.3 4.8 15.6 19.7 17.5 14.1 19.0
Invesco India Tax Plan (G) Rank 3
392.16 4.2 6.3 13.3 17.4 14.9 13.7 20.6
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
87.80 4.2 6.2 14.0 19.8 15.5 -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
2.27 4.2 4.4 16.4 22.2 21.4 18.5 21.2
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.11 4.2 6.2 14.0 19.8 15.5 11.7 --
L&T Tax Advantage (G) Not Ranked
2,158.98 4.2 6.2 18.0 26.7 20.3 16.2 19.6
BNP Paribas Long Term Equity-DP (G) Rank 4
7.88 4.1 5.2 18.4 19.7 13.7 13.4 --
Mahindra MF KBY - DP (G) Not Ranked
2.63 4.1 4.9 11.9 -- -- -- --
L&T Tax Saver Fund (G) Not Ranked
30.67 4.1 2.5 15.7 20.9 20.0 17.6 20.4
BNP Paribas Long Term Equity (G) Rank 4
546.76 4.0 4.8 17.8 18.5 12.7 12.6 19.6
UTI Long Term Advantage S3 (G) Not Ranked
9.63 3.7 4.5 14.4 25.9 -- -- --
Mahindra MF KBY - RP (G) Not Ranked
143.92 3.9 4.2 10.5 -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
252.09 3.5 4.0 13.3 23.3 -- -- --
HDFC Tax Saver (G) Rank 3
5,908.90 3.6 3.9 11.9 22.4 16.8 10.4 18.2
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 4
297.98 3.7 3.0 5.2 10.3 13.5 10.4 --
Kotak Tax Saver - Direct (G) Not Ranked
16.97 3.7 5.6 13.1 22.3 18.1 17.4 --
HDFC Tax Saver - Direct (G) Rank 3
411.67 3.6 4.1 12.3 23.3 17.5 11.0 --
ICICI Pru Long Term Equity (Tax Svng)-G Rank 5
4,062.69 3.6 2.7 4.5 8.9 12.1 9.2 18.1
SBI Tax Advantage Sr-1 (G) Not Ranked
403.44 4.0 4.8 10.8 12.6 16.0 11.8 21.3
Kotak Tax Saver - Regular (G) Rank 2
623.67 3.5 5.3 12.3 20.5 16.3 15.8 17.5
Franklin (I) Tax Shield -Direct (G) Rank 3
273.42 3.1 4.9 10.8 15.5 14.2 14.5 --
SBI Magnum Tax Gain - Direct (G) Rank 5
230.02 3.1 4.2 12.1 15.5 12.5 11.5 --
SBI Magnum Tax Gain (G) Rank 4
5,306.31 3.0 4.0 11.7 14.8 11.8 10.8 17.6
UTI Long Term Advantage S2 (G) Not Ranked
132.73 3.2 4.8 11.0 17.0 14.3 10.6 16.0
LIC Tax Plan - Direct (G) Not Ranked
5.90 3.1 4.4 13.4 17.1 13.4 11.6 --
Can Robeco Eqty TaxSaver-Direct (G) Rank 5
47.18 3.1 4.5 13.3 17.8 13.5 10.5 --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.37 2.9 2.4 9.0 18.0 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.82 3.0 7.3 14.0 20.7 17.8 8.8 --
Franklin India Tax Shield (G) Rank 3
2,701.41 3.0 4.6 10.2 14.3 13.0 13.5 19.5
Can Robeco Eqty TaxSaver (G) Rank 5
812.58 3.0 4.3 12.9 16.9 12.8 9.9 15.9
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
23.56 2.8 2.3 8.7 17.5 -- -- --
LIC Tax Plan (G) Not Ranked
97.29 3.0 4.1 12.7 15.9 12.4 10.8 16.6
Sahara Taxgain (G) Not Ranked
7.09 2.9 6.9 13.4 19.4 16.6 7.9 15.4
HDFC Long Term Advant. - Direct (G) Rank 3
98.43 2.6 4.3 12.5 22.4 20.4 12.5 --
Motilal MOSt Long Term Fund -DP (G) Not Ranked
43.81 2.6 6.6 19.8 35.8 28.1 -- --
HDFC Long Term Advantage (G) Rank 3
1,319.79 2.6 4.1 12.2 21.6 19.6 11.8 18.8
UTI LTEF (Tax Saving) - Direct (G) Rank 3
38.59 2.3 3.6 9.9 16.7 14.5 11.8 --
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
1.00 2.3 1.9 10.5 17.4 16.2 -- --
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
30.94 2.3 1.9 10.3 17.0 15.8 -- --
Motilal MOSt Long Term Fund -RP (G) Not Ranked
379.99 2.5 6.3 18.9 33.9 26.1 -- --
UTI LTEF (Tax Saving) (G) Rank 3
792.90 2.3 3.4 9.4 15.5 13.4 10.7 15.8
Quantum Tax Saving Fund - D(G) Not Ranked
53.83 1.9 3.5 7.0 13.0 18.9 11.4 17.0
Quantum Tax Saving Fund - (G) Not Ranked
0.08 1.9 3.5 -- -- -- -- --
CATEGORY AVERAGE 4.7 6.3 13.9 18.6 15.0 10.7 13.0

Note : Returns have been calculated based on NAV's as on Sep 20, 2017 & Index values as on Sep 20, 2017

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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