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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 Feb 22, 2017
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
Reliance Tax Saver (ELSS) (G) Rank 3
5,579.17 7.2 13.8 7.5 35.2 2.3 29.4 20.3
UTI Long Term Advantage S3 (G) Not Ranked
7.92 9.7 18.0 9.9 -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
209.67 9.5 17.3 8.7 -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
2.10 7.8 11.8 6.0 41.3 -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
39.72 7.8 11.8 5.9 41.2 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
2.37 8.5 15.6 8.2 35.9 7.1 23.1 --
Sponsored Advt.
DSP-BRTax Saver Fund (G) Rank 1
1,420.48 5.8 11.1 5.8 37.4 10.1 25.8 19.9
HSBC Tax Saver Equity Fund (G) Not Ranked
167.87 8.4 15.4 7.8 34.9 6.3 22.3 17.7
SBI Tax Advantage Sr-2 (G) Not Ranked
29.46 7.9 15.2 9.7 47.6 11.9 29.3 --
Motilal MOSt Long Term Fund -DP (G) Not Ranked
11.09 8.1 16.0 13.6 44.9 17.7 -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
2.05 7.6 10.7 4.3 34.2 8.9 -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
38.11 7.6 10.7 4.2 34.0 8.6 -- --
Motilal MOSt Long Term Fund -RP (G) Not Ranked
171.52 8.0 15.6 12.8 42.7 16.0 -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.50 8.2 13.9 6.9 35.5 7.4 25.6 --
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
6.75 7.6 13.7 11.4 44.4 -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
3.35 7.3 10.1 3.4 36.8 7.5 -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
45.66 7.3 10.1 3.3 36.7 7.2 -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.38 8.0 13.0 4.4 25.0 5.0 19.8 --
DHFL Pramerica Tax Plan -Direct (G) Not Ranked
1.24 8.0 13.6 3.9 28.1 6.8 21.8 --
JM Tax Gain Fund (G) Not Ranked
27.93 8.0 13.2 5.7 32.5 5.3 23.5 15.3
Sundaram Tax Saver -Direct (G) Not Ranked
24.02 7.5 14.2 6.4 37.6 8.1 23.6 --
Edelweiss ELSS Fund (G) Not Ranked
62.49 7.9 12.8 4.0 24.0 4.3 19.1 15.8
Sundaram Tax Saver (G) Rank 3
1,307.56 7.4 14.1 6.3 37.2 7.8 23.2 15.7
Sahara Taxgain - Direct (G) Not Ranked
0.85 7.9 11.6 6.3 26.9 4.1 17.3 --
DHFL Pramerica Tax Plan (G) Not Ranked
40.67 7.9 13.2 3.3 26.5 5.4 20.4 15.5
Sahara Taxgain (G) Not Ranked
7.07 7.8 11.3 5.7 25.7 3.1 16.5 12.7
UTI Long Term Advantage (G) Not Ranked
201.03 7.8 12.8 5.4 28.7 4.4 19.3 13.1
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
311.42 7.3 14.1 8.0 36.4 3.1 30.4 --
UTI Long Term Advantage S2 (G) Not Ranked
120.92 7.8 12.8 5.3 28.6 4.4 19.5 14.0
Reliance Tax Saver (ELSS) (G) Rank 3
5,579.17 7.2 13.8 7.5 35.2 2.3 29.4 20.3
UTI Master Equity Plan (US) Not Ranked
1,633.41 7.4 13.4 5.3 30.1 5.5 19.3 14.0
SBI Tax Advantage Sr-1 (G) Not Ranked
388.43 7.1 10.9 2.8 32.9 7.4 25.8 19.4
Franklin (I) Tax Shield -Direct (G) Not Ranked
187.94 7.1 10.7 4.8 26.0 7.3 25.0 --
Kotak Tax Saver - Direct (G) Not Ranked
8.39 7.2 13.1 8.6 36.2 8.0 26.6 --
UTI LTEF (Tax Saving) - Direct (G) Not Ranked
27.59 7.4 12.8 5.9 28.1 5.2 20.2 --
UTI LTEF (Tax Saving) (G) Rank 3
673.18 7.3 12.5 5.4 26.8 4.2 19.1 14.2
Kotak Tax Saver - Regular (G) Rank 2
490.66 7.0 12.6 7.8 34.1 6.4 25.1 15.5
Taurus Tax Shield - Direct (G) Not Ranked
0.97 7.0 12.2 3.5 31.9 5.2 18.9 --
Reliance ELSF - Series 1 (G) Not Ranked
109.21 6.6 13.7 7.7 26.1 -- 18.7 14.8
Principal Tax Savings - Direct Not Ranked
2.69 7.0 13.3 7.6 39.2 7.9 23.6 --
Taurus Tax Shield (G) Not Ranked
53.26 7.0 12.1 3.3 30.5 3.8 17.8 12.3
Principal Tax Savings Rank 3
275.17 7.0 13.2 7.5 38.6 7.4 23.1 19.1
Franklin India Tax Shield (G) Rank 3
2,196.18 7.0 10.4 4.3 24.7 6.2 23.9 17.7
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
24.57 6.9 13.8 6.4 31.2 6.0 22.7 --
Tata India Tax Savings Fund - Direct (G) Not Ranked
172.61 6.1 12.8 3.8 30.8 9.4 -- --
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
214.77 6.4 10.3 4.8 28.4 6.3 23.4 --
Tata India Tax Savings Fund - Reg (G) Not Ranked
249.60 6.0 12.5 3.3 29.7 8.3 -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 4
446.68 6.8 13.5 5.9 29.8 4.8 21.2 17.6
HDFC Tax Saver (G) Rank 4
4,970.51 6.6 12.1 9.2 39.5 4.4 21.7 14.9
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
3,369.59 6.3 9.9 4.1 26.8 5.1 22.1 17.5
Axis Long Term Equity - Direct (G) Not Ranked
552.73 6.7 8.7 0.9 19.2 4.3 25.4 --
HDFC Tax Saver - Direct (G) Not Ranked
295.69 6.6 12.3 9.5 40.4 5.0 22.3 --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.33 6.4 11.7 10.6 -- -- -- --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
20.76 6.4 11.6 10.4 -- -- -- --
Axis Long Term Equity Fund (G) Rank 4
9,956.36 6.6 8.4 0.3 17.9 3.2 23.8 21.0
Principal Personal Tax Saver Rank 3
310.05 6.2 9.1 2.6 28.2 3.6 18.0 14.1
ICICI Pru RIGHT Fund (G) Not Ranked
49.66 6.1 12.1 6.5 31.3 5.5 24.1 21.3
BOI AXA Tax Advantage - Direct (G) Not Ranked
2.62 6.5 11.7 3.0 25.7 4.0 18.9 --
L&T Long Term Adv. Fund - I (G) Not Ranked
2.02 6.4 12.2 6.4 37.7 11.2 24.0 17.0
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.42 6.4 11.5 2.6 24.7 3.2 18.0 14.5
HDFC Long Term Advant. - Direct (G) Not Ranked
72.16 6.4 12.1 8.4 38.8 8.1 20.9 --
BOI AXA Tax Advtg -RP (G) Not Ranked
57.90 6.4 11.4 2.2 23.9 2.4 17.2 13.8
Invesco India Tax Plan - DP (G) Not Ranked
13.38 5.9 10.6 3.7 28.7 6.6 25.3 --
HDFC Long Term Advantage (G) Rank 3
1,162.62 6.3 11.9 8.0 37.9 7.5 20.2 15.8
BNP Paribas Long Term Equity-DP (G) Not Ranked
6.29 6.3 11.0 -0.6 16.9 2.6 21.4 --
BNP Paribas Long Term Equity (G) Rank 5
471.92 6.2 10.8 -1.0 16.0 1.8 20.7 16.7
Edelweiss Tax Advantage -Direct (G) Not Ranked
0.32 6.2 10.3 0.8 20.5 3.1 19.7 --
L&T Tax Advantage -Direct (G) Not Ranked
46.95 6.2 12.3 9.1 33.8 9.1 23.5 --
Invesco India Tax Plan (G) Rank 3
314.43 5.7 10.1 2.8 26.5 4.8 23.3 17.9
Edelweiss Tax Advantage (G) Not Ranked
11.84 6.1 10.1 0.4 19.5 1.8 18.3 13.2
L&T Tax Advantage (G) Rank 2
1,731.58 6.1 12.1 8.7 32.8 8.4 22.7 15.8
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 6.1 11.7 4.5 28.3 3.6 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
5.81 6.1 11.7 4.5 28.3 -- -- --
LIC Tax Plan - Direct (G) Not Ranked
4.12 6.0 11.4 4.7 28.8 1.9 19.4 --
IDFC Tax Saver Fund (G) Not Ranked
31.07 6.0 11.7 3.4 25.0 -0.1 14.3 13.2
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.10 6.0 11.5 4.1 27.4 2.6 18.9 --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
56.76 6.0 11.5 4.1 27.4 -- -- --
LIC Tax Plan (G) Not Ranked
66.81 5.9 11.1 4.2 27.7 1.2 18.5 13.5
DSP-BRTax Saver Fund -Direct (G) Not Ranked
40.84 5.9 11.5 6.5 38.6 10.9 26.7 --
SBI Magnum Tax Gain - Direct (G) Not Ranked
170.43 5.7 10.0 2.9 25.7 3.3 20.3 --
L&T Tax Saver Fund (G) Not Ranked
28.08 5.8 11.1 6.9 36.7 11.2 24.5 16.4
Birla SL Tax Savings (G) Not Ranked
23.89 5.8 11.7 4.0 24.2 5.1 22.4 14.5
Escorts Tax Plan (G) Not Ranked
3.47 5.8 10.3 2.3 38.3 14.5 32.1 14.8
Escorts Tax Plan - Direct (G) Not Ranked
0.73 5.8 10.3 2.3 38.2 13.4 31.0 --
SBI Magnum Tax Gain (G) Rank 4
4,650.56 5.7 9.9 2.6 24.9 2.7 19.6 15.8
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.89 5.5 9.7 8.9 41.6 -- -- --
DSP-BRTax Saver Fund (G) Rank 1
1,420.48 5.8 11.1 5.8 37.4 10.1 25.8 19.9
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
27.43 5.5 9.6 8.7 41.1 -- -- --
Quantum Tax Saving Fund (G) Not Ranked
49.00 5.0 10.7 6.0 32.3 10.6 21.0 15.7
Tata Infra Tax Saving Fund (G) Not Ranked
5.94 5.0 10.0 3.5 30.5 2.6 22.4 10.1
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 5.6 11.5 3.9 24.2 5.1 22.7 --
Birla SL Tax Relief 96-Direct (G) Not Ranked
114.11 5.3 11.3 3.8 24.7 6.1 25.7 --
Mahindra MF KBY - DP (G) Not Ranked
1.45 4.9 8.3 -- -- -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
4.11 4.5 8.9 1.1 20.1 -1.3 14.8 --
Birla SL Tax Relief 96 (G) Rank 2
2,308.45 5.2 11.1 3.4 23.6 5.3 24.7 18.9
Union KBC Tax Saver Scheme (G) Not Ranked
119.27 4.4 8.6 0.6 18.7 -2.3 14.0 12.8
Birla Sun Life Tax Plan-Direct (G) Not Ranked
18.82 5.2 11.0 3.6 23.9 5.7 25.0 --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
39.12 5.1 9.6 2.9 23.8 1.6 18.4 --
Mahindra MF KBY - RP (G) Not Ranked
73.51 4.7 7.7 -- -- -- -- --
Birla Sun Life Tax Plan (G) Rank 2
386.47 5.0 10.7 3.0 22.4 4.6 23.7 18.1
Can Robeco Eqty TaxSaver (G) Rank 5
760.20 5.0 9.4 2.5 23.1 1.0 17.7 13.6
IDBI Equity Advantage -Direct (G) Not Ranked
11.65 4.5 8.2 1.6 17.3 2.4 26.5 --
IDBI Equity Advantage - Reg (G) Not Ranked
514.29 4.4 7.7 1.0 16.2 1.5 25.5 --
Invesco India AGILE Tax (G) Not Ranked
4.37 3.9 12.0 3.9 19.9 1.7 6.3 7.8
Tata Tax Advantage Fund-1(G) Not Ranked
71.93 2.8 -7.3 -7.3 -10.8 17.2 15.7 11.6
SBI LTAF-Sr-4 Regular (G) Not Ranked
124.36 -- -- -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI LTAF-Sr-4 Regular- Direct (G) Not Ranked
254.67 -- -- -- -- -- -- --
UTI Long Term Advantage S4 (G) Not Ranked
0.00 -- -- -- -- -- -- --
UTI Long Term Advantage S4 (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 6.3 11.2 4.5 27.3 5.1 17.6 11.5

Note : Returns have been calculated based on NAV's as on Feb 22, 2017 & Index values as on Feb 22, 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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