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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 Mar 27, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
SBI Tax Advantage Sr-1 (G) Not Ranked
405.10 -0.9 7.0 9.5 58.0 40.4 29.0 14.2
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.66 -0.9 5.1 12.8 59.3 -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
31.03 -0.9 5.1 12.8 59.1 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
51.98 -1.4 3.9 10.6 56.4 42.9 31.5 --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
6.22 -1.7 9.8 17.2 53.9 38.1 -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
262.05 -1.8 9.3 16.0 51.5 36.6 29.1 16.7
ICICI Pru RIGHT Fund (G) Not Ranked
68.25 -2.0 5.7 16.7 56.6 43.7 33.4 22.6
IDBI Equity Advantage -Direct (G) Not Ranked
1.79 -2.4 5.3 22.0 70.9 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
172.69 -2.4 5.1 21.7 69.8 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
49.22 -2.8 8.0 19.2 62.8 48.7 -- --
Axis Long Term Equity Fund (G) Rank 1
2,933.79 -2.9 7.7 18.4 60.3 46.9 35.5 22.9
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.58 -3.2 7.5 14.3 53.5 37.1 -- --
BNP Paribas Long Term Equity (G) Rank 2
290.50 -3.2 7.3 14.1 53.0 36.7 27.8 17.7
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.36 -3.5 7.4 15.2 45.7 32.3 -- --
Edelweiss ELSS Fund (G) Not Ranked
31.00 -3.5 7.2 15.0 45.1 31.7 23.8 15.0
Quantum Tax Saving Fund (G) Not Ranked
27.82 -3.7 -0.8 3.3 26.9 24.8 20.2 14.3
Franklin (I) Tax Shield -Direct (G) Not Ranked
40.19 -3.8 5.6 16.3 52.0 36.1 -- --
Franklin India Tax Shield (G) Rank 2
1,459.91 -3.8 5.4 15.8 50.9 35.2 26.0 17.3
Tata Tax Advantage Fund-1(G) Not Ranked
95.94 -3.9 7.5 14.1 46.3 31.6 23.0 15.0
Tata Tax Saving Fund - Direct (G) Not Ranked
2.73 -4.1 8.2 -- -- -- -- --
Tata Tax Saving Fund - Direct (D) Not Ranked
2.57 -4.1 7.8 15.1 50.5 32.6 -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.30 -4.1 7.6 -- -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
0.00 -4.1 -- -- -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
0.00 -4.1 -- -- -- -- -- --
Tata Tax Saving Fund - Plan A (D) Rank 3
176.58 -4.2 3.1 5.4 37.3 25.3 19.8 12.4
Religare Invesco Tax Plan - DP (G) Not Ranked
2.57 -4.2 7.5 14.8 56.2 38.8 -- --
Religare Invesco Tax Plan (G) Rank 2
202.61 -4.4 6.9 13.8 53.8 37.2 27.8 17.6
Birla SL Tax Savings (G) Not Ranked
25.28 -4.5 7.4 20.0 48.3 30.5 22.1 13.5
IDFC Tax Saver Fund (G) Not Ranked
37.05 -4.5 9.1 13.5 37.4 29.5 24.0 13.6
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.64 -4.5 7.5 19.6 56.4 39.0 -- --
Birla Sun Life Tax Plan (G) Rank 3
188.94 -4.5 7.3 19.0 55.0 37.8 28.4 16.0
Birla SL Tax Relief 96-Direct (G) Not Ranked
20.10 -4.5 7.7 20.2 57.8 40.1 -- --
Birla SL Tax Relief 96 (G) Rank 2
1,788.89 -4.5 7.5 19.7 56.6 39.0 29.2 14.2
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.53 -4.6 6.1 14.2 43.2 33.5 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.29 -4.7 5.8 13.8 42.4 33.0 23.7 11.2
BOI AXA Tax Advtg -RP (G) Not Ranked
40.78 -4.8 5.7 13.4 41.4 32.1 23.1 10.7
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 -4.8 7.1 19.9 49.1 31.7 -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
32.07 -4.8 0.1 3.2 32.7 28.3 -- --
HDFC Long Term Advantage (G) Rank 5
1,133.66 -4.9 -- 2.9 32.0 27.7 21.4 14.3
SBI Magnum Tax Gain - Direct (G) Not Ranked
66.47 -5.1 5.7 11.0 46.1 34.5 -- --
SBI Magnum Tax Gain (G) Rank 3
4,936.06 -5.1 5.6 10.7 45.4 33.9 25.4 14.1
DWS Tax Saving Fund -Direct (G) Not Ranked
0.20 -5.5 3.5 10.0 38.9 29.7 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
8.75 -5.5 3.4 10.3 48.1 34.9 -- --
DSP-BRTax Saver Fund (G) Rank 3
1,010.26 -5.5 3.2 10.0 47.2 34.2 26.9 15.0
DWS Tax Saving Fund (G) Not Ranked
45.84 -5.6 3.1 9.5 38.1 29.1 22.7 9.9
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
58.71 -5.6 2.8 13.3 70.4 50.1 -- --
L&T Tax Advantage -Direct (G) Not Ranked
21.37 -5.6 2.3 10.0 38.4 29.9 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.16 -5.6 6.1 14.6 44.6 31.6 -- --
Reliance Tax Saver (ELSS) (G) Rank 1
3,398.91 -5.6 2.6 12.8 69.0 49.0 32.0 20.5
Escorts Tax Plan (G) Not Ranked
3.18 -5.7 5.0 14.8 54.4 33.9 16.4 5.0
Escorts Tax Plan - Direct (G) Not Ranked
0.02 -5.7 5.6 15.5 55.8 34.1 -- --
L&T Tax Advantage (G) Rank 4
1,509.82 -5.7 2.1 9.7 37.6 29.1 21.0 14.1
Taurus Tax Shield - Direct (G) Not Ranked
0.34 -5.7 5.1 9.3 34.5 24.7 -- --
Taurus Tax Shield (G) Not Ranked
92.48 -5.7 5.1 9.2 34.3 24.3 18.9 11.3
Kotak Tax Saver - Direct (G) Not Ranked
1.76 -5.8 5.4 18.6 55.7 30.8 -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.68 -5.8 5.0 14.9 49.3 33.7 -- --
LIC NOMURA Tax Plan (G) Not Ranked
37.85 -5.9 4.9 14.5 48.1 32.5 23.4 12.6
Kotak Tax Saver - Regular (G) Rank 3
458.12 -5.9 5.2 18.2 54.7 30.1 22.1 12.5
ICICI Pru Tax Plan- Direct (G) Not Ranked
56.86 -5.9 2.6 7.4 44.2 36.6 -- --
JPMorgan Tax Advantage (G) Not Ranked
8.29 -5.9 5.4 13.5 42.6 30.1 21.8 13.4
ICICI Pru Tax Plan (G) Rank 3
2,283.67 -5.9 2.3 6.9 43.0 35.6 25.9 16.0
UTI Equity Tax Saving - Direct (G) Not Ranked
8.05 -6.0 3.4 9.4 38.2 27.8 -- --
UTI Equity Tax Saving (G) Rank 3
532.06 -6.0 3.2 8.9 37.1 27.1 20.7 11.5
UTI Long Term Advantage (G) Not Ranked
225.94 -6.1 2.0 7.3 36.0 25.4 18.7 9.4
UTI Long Term Advantage S2 (G) Not Ranked
137.34 -6.1 1.9 7.2 36.3 26.2 20.4 11.8
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
21.32 -6.1 3.5 10.3 42.0 29.6 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
1.17 -6.2 2.3 11.3 38.1 27.3 -- --
Can Robeco Eqty TaxSaver (G) Rank 4
828.92 -6.2 3.3 10.0 41.3 29.0 22.1 14.8
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 -6.2 3.5 11.4 44.3 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
85.04 -6.2 2.2 11.1 37.7 26.9 23.3 --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.03 -6.3 3.3 11.0 42.1 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
9.64 -6.3 2.5 10.4 40.6 27.0 -- --
Sundaram Tax Saver (G) Rank 5
1,205.58 -6.4 2.4 10.1 40.0 26.5 20.4 11.7
Principal Personal Tax Saver Rank 4
370.26 -6.4 2.8 8.2 33.3 28.2 21.5 11.0
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.00 -6.5 -- -- -- -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
130.64 -6.7 -1.9 10.8 44.7 30.4 23.9 15.4
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.02 -6.9 1.3 7.6 38.5 30.8 -- --
HSBC Tax Saver Equity Fund (G) Rank 3
198.29 -6.9 1.2 7.2 37.5 29.9 24.7 13.9
JM Tax Gain Fund -Direct (G) Not Ranked
0.08 -7.0 1.8 11.0 45.5 35.6 -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
0.00 -7.0 -- -- -- -- -- --
JM Tax Gain Fund (G) Not Ranked
33.91 -7.0 1.8 10.9 44.6 34.6 23.1 10.1
HDFC Tax Saver - Direct (G) Not Ranked
115.70 -7.1 -1.4 5.6 42.4 32.4 -- --
Religare Invesco AGILE Tax (G) Not Ranked
5.74 -7.1 0.8 9.1 14.3 13.2 12.0 7.1
HDFC Tax Saver (G) Rank 4
4,794.48 -7.1 -1.5 5.4 41.7 31.6 21.4 13.6
Tata Infra Tax Saving Fund (G) Not Ranked
6.88 -7.2 4.3 16.1 45.7 26.0 15.9 4.2
Principal Tax Savings - Direct Not Ranked
0.67 -7.2 0.2 5.9 40.3 33.2 -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.82 -7.3 -0.5 9.6 34.8 29.8 21.0 11.5
Principal Tax Savings Rank 3
260.43 -7.3 0.1 5.6 39.7 32.6 26.2 13.2
L&T Tax Saver Fund (G) Not Ranked
31.41 -7.6 -1.5 7.6 33.8 29.4 19.7 9.5
UTI Master Equity Plan (US) Not Ranked
1,650.02 -7.8 -0.1 4.8 30.5 24.1 18.8 11.5
Sahara Taxgain - Direct (G) Not Ranked
0.67 -9.3 -5.0 -4.3 26.7 26.4 -- --
Sahara Taxgain (G) Not Ranked
11.66 -9.3 -5.1 -4.4 26.4 26.1 17.1 12.0
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE -5.2 3.6 10.7 41.9 28.4 20.1 11.0

Note : Returns have been calculated based on NAV's as on Mar 27, 2015 & Index values as on Mar 27, 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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