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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 28, 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 10.3 15.9 29.5 67.0 27.1 30.0 17.1
Kotak Tax Saver - Direct (G) Not Ranked
1.40 9.8 15.2 33.0 64.4 -- -- --
Kotak Tax Saver (G) Rank 5
412.11 9.7 15.0 32.7 63.6 23.3 23.9 13.1
Birla SL Tax Relief 96-Direct (G) Not Ranked
16.39 9.5 12.4 31.0 60.2 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,672.91 9.4 12.3 30.5 59.2 31.2 28.5 13.5
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.13 9.3 12.2 30.4 58.8 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
162.91 9.3 11.9 29.8 57.5 30.2 28.0 15.3
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 9.3 10.4 22.5 52.2 -- -- --
Birla SL Tax Savings (G) Not Ranked
24.68 9.2 10.2 22.0 50.5 22.9 20.1 13.4
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
5.24 9.1 9.2 27.8 50.5 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
1.19 9.0 18.2 42.8 73.7 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
112.18 8.9 18.0 42.3 72.5 -- -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
231.04 8.9 8.7 26.9 48.8 28.6 27.8 16.8
Religare Invesco AGILE Tax (G) Not Ranked
6.03 8.6 4.9 16.7 23.9 12.7 14.7 7.9
Escorts Tax Plan - Direct (G) Not Ranked
0.02 8.5 11.9 31.2 60.8 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.12 8.5 10.9 24.0 53.2 -- -- --
Escorts Tax Plan (G) Not Ranked
3.02 8.5 11.8 30.8 61.7 19.1 15.5 4.3
JPMorgan Tax Advantage (G) Not Ranked
7.19 8.4 10.6 23.4 51.9 24.7 22.8 14.2
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.46 8.4 10.8 31.2 54.2 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
34.88 8.3 10.5 30.6 52.7 27.2 24.6 12.3
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.31 8.1 11.2 24.5 48.6 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
40.74 8.1 11.1 24.3 48.0 26.2 24.9 14.7
Religare Invesco Tax Plan - DP (G) Not Ranked
2.06 8.1 10.9 32.9 64.8 -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.75 8.1 10.9 23.0 51.5 26.9 24.1 13.3
Religare Invesco Tax Plan (G) Rank 2
183.93 7.9 10.5 32.0 62.8 32.0 28.4 18.2
Franklin (I) Tax Shield -Direct (G) Not Ranked
31.48 7.8 13.4 32.4 62.2 -- -- --
Franklin India Tax Shield (G) Rank 3
1,303.34 7.7 13.1 31.9 61.0 30.3 27.2 18.4
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
18.68 7.7 9.6 26.4 54.0 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
787.13 7.7 9.5 26.1 53.3 25.6 25.2 17.2
Union KBC Tax Saver - Direct (G) Not Ranked
0.97 7.7 10.6 23.1 49.2 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
76.45 7.6 10.6 22.9 48.9 26.3 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
8.26 7.5 10.2 25.6 52.7 -- -- --
Sundaram Tax Saver (G) Rank 5
1,190.75 7.5 10.1 25.3 52.1 23.6 23.1 11.7
DWS Tax Saving Fund -Direct (G) Not Ranked
0.19 7.5 10.7 23.9 50.1 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.07 7.4 12.1 27.6 63.5 -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.79 7.4 9.4 17.5 57.1 17.3 17.6 4.5
ICICI Pru RIGHT Fund (G) Not Ranked
66.71 7.4 15.0 35.2 67.2 38.7 35.3 23.2
JM Tax Gain Fund (G) Not Ranked
33.36 7.4 11.9 27.1 61.9 28.4 27.0 10.5
IDFC Tax Saver Fund (G) Not Ranked
36.96 7.4 5.9 20.8 39.2 24.4 23.3 14.0
DWS Tax Saving Fund (G) Not Ranked
44.93 7.4 10.8 23.7 50.2 27.5 23.9 11.5
Axis Long Term Equity - Direct (G) Not Ranked
34.87 7.3 12.3 35.4 72.1 -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
95.72 7.3 9.1 24.6 65.8 -- -- --
HDFC Tax Saver (G) Rank 4
4,525.59 7.3 9.0 24.3 64.9 32.0 26.6 16.6
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.10 7.2 11.4 25.2 43.4 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 7.2 8.4 26.1 58.9 -- -- --
Axis Long Term Equity Fund (G) Rank 1
2,020.07 7.2 11.8 34.4 69.5 39.0 34.8 --
Baroda Pioneer ELSS 96 Not Ranked
33.59 7.1 11.2 24.8 42.3 18.8 18.4 6.8
SBI Magnum Tax Gain (G) Rank 3
4,777.58 7.1 8.3 25.8 58.2 28.6 27.6 14.4
DSP-BRTax Saver Fund -Direct (G) Not Ranked
6.96 7.1 9.0 26.4 60.0 -- -- --
UTI Master Equity Plan (US) Not Ranked
1,573.80 7.0 8.0 21.2 44.5 24.2 22.5 13.2
DSP-BRTax Saver Fund (G) Rank 3
927.87 7.0 8.9 26.0 59.2 29.7 29.9 16.4
L&T Tax Saver Fund (G) Not Ranked
30.21 6.9 10.4 22.1 52.0 26.8 23.2 11.0
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.00 6.9 -- -- -- -- -- --
Tata Tax Saving Fund - Direct (D) Not Ranked
2.04 6.8 9.2 25.8 47.8 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
91.99 6.7 9.0 24.7 49.8 24.6 22.8 15.1
Tata Tax Saving Fund - Direct (G) Not Ranked
0.00 6.7 -- -- -- -- -- --
Tata Tax Saving Fund - Plan A (D) Rank 3
164.23 6.7 8.9 25.3 46.5 23.4 22.7 13.9
HDFC Long Term Advant. - Direct (G) Not Ranked
25.03 6.7 6.6 23.3 54.6 -- -- --
HDFC Long Term Advantage (G) Rank 3
1,082.39 6.6 6.5 23.0 53.8 31.0 26.7 16.9
UTI Equity Tax Saving - Direct (G) Not Ranked
6.10 6.6 9.3 23.4 49.4 -- -- --
Principal Personal Tax Saver Rank 4
369.00 6.6 8.0 20.4 51.5 24.7 24.7 11.9
UTI Long Term Advantage S2 (G) Not Ranked
135.11 6.5 7.9 22.3 51.3 24.8 22.9 13.5
L&T Tax Advantage -Direct (G) Not Ranked
18.13 6.5 9.2 23.6 50.4 -- -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
37.93 6.5 15.3 35.0 98.4 -- -- --
UTI Long Term Advantage (G) Not Ranked
221.68 6.5 7.9 22.1 50.8 22.2 21.8 10.9
UTI Equity Tax Saving (G) Rank 3
499.12 6.5 9.0 22.9 48.5 24.5 22.6 12.5
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.36 6.5 9.5 23.6 49.0 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.34 6.5 9.5 23.5 48.6 26.7 24.5 11.3
L&T Tax Advantage (G) Rank 4
1,410.66 6.5 9.0 23.2 49.4 25.0 23.4 15.5
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 6.4 15.1 34.5 97.0 39.8 37.1 22.2
BOI AXA Tax Advtg -RP (G) Not Ranked
36.81 6.4 9.3 23.1 47.6 25.9 23.9 10.9
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.50 6.4 11.1 35.3 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
28.06 6.4 11.0 35.2 -- -- -- --
Principal Tax Savings - Direct Not Ranked
0.53 6.3 8.8 21.8 60.6 -- -- --
Principal Tax Savings Rank 2
250.70 6.3 8.7 21.5 60.0 30.3 31.0 14.8
ICICI Pru Tax Plan- Direct (G) Not Ranked
44.58 6.0 8.9 25.0 61.0 -- -- --
ICICI Pru Tax Plan (G) Rank 2
2,123.44 5.9 8.7 24.5 59.7 32.4 30.1 18.8
SBI Tax Advantage Sr-2 (G) Not Ranked
47.21 5.6 10.5 32.3 83.4 34.5 -- --
Taurus Tax Shield (G) Not Ranked
93.70 5.5 6.4 18.3 42.2 19.2 20.0 11.7
Taurus Tax Shield - Direct (G) Not Ranked
0.31 5.5 6.4 18.4 42.7 -- -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.30 5.4 9.2 27.8 57.0 -- -- --
BNP Paribas Long Term Equity (G) Rank 2
249.55 5.4 9.2 27.7 56.7 29.4 28.4 17.4
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.89 4.8 7.4 23.2 58.6 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
196.18 4.8 7.2 22.8 57.5 26.8 28.0 14.8
Quantum Tax Saving Fund (G) Not Ranked
24.19 4.6 7.0 22.5 46.9 26.6 25.7 16.8
SBI Tax Advantage Sr-1 (G) Not Ranked
394.83 2.9 7.3 28.5 75.4 31.8 29.3 13.4
Sahara Taxgain - Direct (G) Not Ranked
0.60 1.9 4.0 14.6 52.8 -- -- --
Sahara Taxgain (G) Not Ranked
11.82 1.9 3.9 14.4 52.4 25.6 23.9 14.5
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 7.0 9.7 25.2 52.6 14.7 13.2 7.1

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