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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 May 22, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
SBI Magnum Tax Gain - Direct (G) Not Ranked
84.46 3.5 0.3 6.3 32.6 33.0 -- --
SBI Magnum Tax Gain (G) Rank 3
5,212.24 3.5 0.1 6.0 31.9 32.3 27.9 15.8
JM Tax Gain Fund -Direct (G) Not Ranked
0.11 3.2 0.1 4.3 28.3 31.9 -- --
JM Tax Gain Fund (G) Not Ranked
33.93 3.1 0.2 4.1 27.5 30.8 28.4 11.0
ICICI Pru RIGHT Fund (G) Not Ranked
69.12 2.8 3.5 8.2 44.3 43.5 36.3 24.4
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.85 2.4 1.5 9.2 34.1 29.6 -- --
Edelweiss ELSS Fund (G) Not Ranked
54.25 2.3 1.4 8.9 33.5 29.1 26.7 16.3
LIC NOMURA Tax Plan - Direct (G) Not Ranked
1.17 2.0 -0.2 7.9 39.7 32.6 -- --
LIC NOMURA Tax Plan (G) Not Ranked
43.99 2.0 -0.2 7.7 38.8 31.6 26.9 14.4
IDBI Equity Advantage -Direct (G) Not Ranked
3.75 2.0 -1.2 11.6 55.7 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
83.73 2.0 1.4 10.6 48.3 45.2 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.19 1.9 -1.2 5.4 28.5 29.6 -- --
IDBI Equity Advantage - Reg (G) Not Ranked
267.39 1.9 -1.3 11.1 54.6 -- -- --
Axis Long Term Equity Fund (G) Rank 1
4,161.99 1.9 1.2 9.9 46.3 43.4 37.7 24.2
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.80 1.8 4.5 9.8 45.3 -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
33.64 1.8 4.3 9.6 44.8 -- -- --
Principal Personal Tax Saver Rank 4
373.58 1.7 -1.8 1.2 19.5 27.2 24.2 12.2
JPMorgan Tax Advantage (G) Not Ranked
9.97 1.7 -2.0 4.2 26.4 27.9 24.0 14.4
SBI Tax Advantage Sr-1 (G) Not Ranked
413.91 1.4 2.8 7.8 38.5 39.9 30.9 15.8
UTI Master Equity Plan (US) Not Ranked
1,722.16 1.4 -3.3 -0.3 18.8 22.7 22.7 13.1
Kotak Tax Saver - Direct (G) Not Ranked
2.52 1.3 -1.1 6.3 38.7 29.6 -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.25 1.3 -1.0 3.9 25.7 27.4 -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
16.83 1.3 -1.3 11.1 -- -- -- --
Quantum Tax Saving Fund (G) Not Ranked
31.43 1.3 -0.3 -1.1 16.3 24.0 23.7 15.0
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.94 1.3 -1.4 9.6 -- -- -- --
Tata Tax Saving Fund - Plan A (D) Rank 3
187.63 1.3 -1.6 0.9 23.1 23.5 22.3 13.6
Kotak Tax Saver - Regular (G) Rank 3
504.50 1.2 -1.5 5.8 37.6 28.8 24.9 13.4
DWS Tax Saving Fund (G) Not Ranked
46.79 1.2 -1.2 3.4 24.8 26.8 26.3 11.6
UTI Long Term Advantage S2 (G) Not Ranked
140.87 1.2 -2.5 1.0 20.8 25.1 23.1 13.3
UTI Long Term Advantage (G) Not Ranked
232.30 1.2 -2.4 1.0 20.8 23.0 22.5 10.9
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.00 1.2 -0.7 5.8 28.1 30.9 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
11.83 1.1 -2.3 3.0 26.1 25.9 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 1.1 -0.9 5.2 27.3 30.3 26.7 12.6
Sundaram Tax Saver (G) Rank 4
1,227.94 1.1 -2.4 2.8 25.6 25.5 23.8 13.1
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
8.43 1.1 2.8 13.0 41.9 37.6 -- --
Sahara Taxgain - Direct (G) Not Ranked
0.77 1.1 -3.6 -3.0 7.1 27.0 -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
46.36 1.1 -1.1 4.9 26.4 29.5 26.0 12.2
IDFC Tax Saver Fund (G) Not Ranked
39.50 1.0 -1.9 7.6 27.2 26.5 25.9 14.5
Sahara Taxgain (G) Not Ranked
11.34 1.0 -3.7 -3.2 6.7 26.6 20.7 12.9
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
306.46 1.0 2.5 12.0 39.7 36.0 32.5 18.2
L&T Tax Advantage -Direct (G) Not Ranked
26.01 1.0 -0.4 3.9 25.6 28.1 -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.22 1.0 -3.4 1.8 22.8 27.6 -- --
Principal Tax Savings - Direct Not Ranked
1.41 1.0 -1.7 1.0 20.1 32.4 -- --
L&T Tax Advantage (G) Rank 4
1,596.56 1.0 -0.5 3.6 24.8 27.4 24.3 14.6
HSBC Tax Saver Equity Fund (G) Rank 3
202.82 0.9 -3.6 1.5 21.9 26.8 27.4 14.9
Franklin (I) Tax Shield -Direct (G) Not Ranked
55.24 0.9 0.1 6.7 38.3 35.3 -- --
Principal Tax Savings Rank 3
272.55 0.9 -1.8 0.7 19.5 31.8 29.0 14.9
Franklin India Tax Shield (G) Rank 2
1,616.05 0.9 -0.1 6.3 37.2 34.3 29.2 18.8
UTI Equity Tax Saving - Direct (G) Not Ranked
11.03 0.8 -3.0 2.6 25.5 25.7 -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
3.69 0.8 -1.7 6.7 38.3 36.3 -- --
L&T Tax Saver Fund (G) Not Ranked
31.80 0.7 -0.8 3.0 22.4 30.1 24.2 11.6
UTI Equity Tax Saving (G) Rank 3
575.71 0.7 -3.3 2.1 24.4 24.9 23.3 13.0
Reliance ELSF - Series 1 (G) Not Ranked
135.34 0.7 -4.6 -1.2 26.1 28.8 23.3 15.3
ICICI Pru Tax Plan- Direct (G) Not Ranked
78.34 0.7 -2.3 1.8 23.3 35.8 -- --
Religare Invesco Tax Plan (G) Rank 1
230.36 0.6 -2.1 5.7 36.2 34.6 30.2 17.8
BNP Paribas Long Term Equity-DP (G) Not Ranked
2.28 0.6 0.1 8.1 35.7 35.3 -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
25.51 0.6 -2.0 2.3 26.3 27.6 -- --
ICICI Pru Tax Plan (G) Rank 3
2,477.60 0.6 -2.5 1.3 22.3 34.8 29.1 16.9
BNP Paribas Long Term Equity (G) Rank 2
348.46 0.6 -0.1 7.8 35.1 34.8 30.0 19.0
Can Robeco Eqty TaxSaver (G) Rank 4
887.30 0.6 -2.1 2.1 25.7 27.0 24.4 14.9
Tata Tax Advantage Fund-1(G) Not Ranked
103.20 0.5 -3.0 7.6 30.6 29.0 24.9 15.6
SBI Tax Advantage Sr-2 (G) Not Ranked
55.72 0.4 0.6 4.4 35.9 39.7 33.7 --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.29 0.3 -- -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.29 0.3 -2.4 2.8 26.8 -- -- --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
42.14 0.2 -2.7 2.2 24.6 -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.14 0.2 -6.6 -- -- -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.38 -- -2.3 3.2 19.4 23.0 -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.90 -- -1.5 3.6 24.5 30.4 25.1 12.3
Taurus Tax Shield (G) Not Ranked
92.36 -0.1 -2.5 3.0 19.1 22.6 21.2 11.8
DSP-BRTax Saver Fund -Direct (G) Not Ranked
11.66 -0.2 -1.5 2.9 27.1 31.9 -- --
DSP-BRTax Saver Fund (G) Rank 3
1,098.37 -0.3 -1.7 2.6 26.4 31.2 28.5 15.5
Tata Infra Tax Saving Fund (G) Not Ranked
7.36 -0.3 -3.4 4.4 20.9 24.0 19.3 5.2
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
107.42 -0.4 -5.6 2.7 36.3 43.5 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
28.00 -0.4 -0.7 10.7 43.9 37.7 -- --
Birla SL Tax Relief 96 (G) Rank 2
1,980.10 -0.4 -0.8 10.4 42.9 36.7 32.1 15.1
Birla Sun Life Tax Plan-Direct (G) Not Ranked
4.21 -0.4 -0.9 10.3 42.7 36.6 -- --
Religare Invesco AGILE Tax (G) Not Ranked
5.66 -0.4 -3.3 -2.1 11.9 8.6 12.5 8.9
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 -0.4 -1.2 9.7 30.6 30.3 -- --
Reliance Tax Saver (ELSS) (G) Rank 2
4,094.47 -0.4 -5.8 2.2 35.1 42.4 32.6 20.6
Birla Sun Life Tax Plan (G) Rank 3
233.91 -0.4 -1.1 9.7 41.4 35.5 31.2 17.7
Birla SL Tax Savings (G) Not Ranked
27.12 -0.5 -1.0 9.8 30.1 29.2 24.6 14.0
Union KBC Tax Saver - Direct (G) Not Ranked
1.63 -0.6 -3.4 1.9 22.9 25.3 -- --
Union KBC Tax Saver Scheme (G) Not Ranked
82.56 -0.7 -3.5 1.6 22.4 24.9 25.4 --
HDFC Long Term Advant. - Direct (G) Not Ranked
38.18 -0.9 -2.8 -2.3 18.3 27.1 -- --
Escorts Tax Plan (G) Not Ranked
3.11 -0.9 -1.1 9.4 39.4 34.3 20.3 5.2
HDFC Tax Saver - Direct (G) Not Ranked
146.68 -0.9 -3.4 -2.3 16.9 31.8 -- --
HDFC Long Term Advantage (G) Rank 5
1,159.04 -0.9 -2.9 -2.5 17.8 26.5 24.0 15.3
Escorts Tax Plan - Direct (G) Not Ranked
0.03 -0.9 -1.1 10.0 40.6 34.4 -- --
HDFC Tax Saver (G) Rank 5
5,000.51 -0.9 -3.5 -2.5 16.4 31.1 24.8 14.2
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
1.86 -3.0 -0.6 -- -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
25.48 -3.1 -0.7 -- -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.14 -3.3 -- -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
2.66 -3.3 -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 0.7 -1.4 4.1 26.6 26.4 22.1 11.7

Note : Returns have been calculated based on NAV's as on May 22, 2015 & Index values as on May 22, 2015

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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