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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 Jul 21, 2017
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 17
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
Reliance Tax Saver (ELSS) (G) Rank 3
6,327.36 3.8 9.0 21.8 27.1 12.8 15.8 23.1
SBI LTAF-Sr-4 Regular- Direct (G) Not Ranked
0.10 5.1 13.9 -- -- -- -- --
SBI LTAF-Sr-4 Regular (G) Not Ranked
1.11 5.1 13.7 -- -- -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
29.65 4.9 12.3 26.3 35.7 20.0 21.6 27.6
Invesco India AGILE Tax (G) Not Ranked
4.47 4.2 5.4 13.9 21.1 6.4 7.1 10.0
Sahara Taxgain - Direct (G) Not Ranked
0.84 3.9 7.1 21.8 23.5 10.6 9.6 --
Sponsored Advt.
DSP-BRTax Saver Fund (G) Rank 1
1,757.06 2.3 5.6 17.0 22.4 14.5 17.4 22.1
Sahara Taxgain (G) Not Ranked
7.07 3.8 6.8 21.1 22.2 9.5 8.7 15.2
Birla SL Tax Savings (G) Not Ranked
24.14 3.8 7.6 22.6 23.7 13.1 17.9 19.1
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 3.6 7.6 22.3 23.6 13.2 18.0 --
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
379.90 3.8 9.2 22.4 28.2 13.7 16.7 --
HDFC Long Term Advant. - Direct (G) Rank 3
82.98 3.5 9.1 21.5 28.3 16.7 15.0 --
HDFC Long Term Advantage (G) Rank 2
1,215.99 3.5 8.9 21.0 27.4 16.0 14.3 19.7
Reliance Tax Saver (ELSS) (G) Rank 3
6,327.36 3.8 9.0 21.8 27.1 12.8 15.8 23.1
Birla Sun Life Tax Plan-Direct (G) Rank 3
25.01 3.4 7.7 22.6 24.2 14.1 19.6 --
BOI AXA Tax Advantage - Direct (G) Not Ranked
3.03 3.4 10.3 25.7 25.8 12.2 16.1 --
Birla SL Tax Relief 96-Direct (G) Rank 3
155.77 3.4 7.8 22.8 24.6 14.4 20.1 --
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.43 3.4 10.1 25.3 24.9 11.3 15.1 19.0
IDFC Tax Adv. (ELSS) -Direct (G) Rank 2
27.93 3.4 10.0 28.1 30.8 13.6 19.6 --
Birla SL Tax Relief 96 (G) Rank 3
2,579.70 3.3 7.6 22.2 23.3 13.4 19.1 23.1
Birla Sun Life Tax Plan (G) Rank 3
426.94 3.3 7.4 21.9 22.7 12.8 18.3 22.3
BOI AXA Tax Advtg -RP (G) Not Ranked
63.64 3.3 9.9 24.8 24.0 10.5 14.3 18.2
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
487.12 3.3 9.8 27.4 29.4 12.3 18.1 22.5
Kotak Tax Saver - Direct (G) Not Ranked
10.94 3.0 6.1 20.6 26.0 13.6 20.5 --
Tata India Tax Savings Fund - Direct (G) Rank 2
229.31 3.7 8.3 24.3 25.8 18.0 -- --
Kotak Tax Saver - Regular (G) Rank 1
529.67 2.9 5.8 19.7 24.1 11.9 18.9 18.2
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
13.18 3.1 10.7 27.0 37.6 -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
2.09 2.1 10.2 22.1 23.0 12.4 19.2 --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
38.99 2.1 10.2 22.0 22.9 12.3 19.0 --
Tata India Tax Savings Fund - Reg (G) Rank 2
283.59 3.6 7.9 23.5 24.6 16.7 -- --
Invesco India Tax Plan (G) Rank 3
338.65 2.8 7.7 18.8 19.3 10.1 16.5 21.1
L&T Tax Advantage -Direct (G) Rank 2
52.44 2.7 8.0 24.0 28.3 15.9 18.5 --
L&T Tax Advantage (G) Not Ranked
1,877.83 2.6 7.8 23.5 27.4 15.1 17.7 20.1
Franklin India Tax Shield (G) Rank 3
2,378.99 2.6 6.5 16.7 15.7 9.4 16.6 20.0
Invesco India Tax Plan - DP (G) Rank 3
15.88 2.9 8.2 19.9 21.4 12.0 18.4 --
Franklin (I) Tax Shield -Direct (G) Rank 3
225.79 2.7 6.8 17.3 16.9 10.5 17.7 --
DSP-BRTax Saver Fund -Direct (G) Rank 1
98.68 2.4 5.9 17.7 23.8 15.5 18.4 --
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 3
252.79 2.9 3.1 14.8 16.1 11.5 13.8 --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
2.16 2.0 10.5 23.7 26.3 17.5 -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
40.93 2.0 10.5 23.6 26.3 17.3 -- --
UTI Long Term Advantage S5 (G) Not Ranked
0.05 2.9 2.3 -- -- -- -- --
DSP-BRTax Saver Fund (G) Rank 1
1,757.06 2.3 5.6 17.0 22.4 14.5 17.4 22.1
Quantum Tax Saving Fund - D(G) Not Ranked
48.14 2.5 5.6 12.3 17.2 13.8 13.8 18.1
Quantum Tax Saving Fund - (G) Not Ranked
0.00 2.5 5.5 -- -- -- -- --
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
3,653.89 2.8 2.7 14.1 14.6 10.1 12.5 19.3
Edelweiss Tax Advantage -Direct (G) Not Ranked
0.42 2.3 8.0 20.5 17.6 9.0 14.2 --
UTI Long Term Advantage S2 (G) Not Ranked
125.50 2.4 5.3 18.9 18.4 9.9 12.3 16.6
Edelweiss Tax Advantage (G) Not Ranked
11.84 2.2 7.9 20.2 16.9 8.1 12.9 16.7
Principal Personal Tax Saver Rank 4
311.05 2.4 8.7 18.5 18.6 9.9 11.8 16.9
SBI Magnum Tax Gain - Direct (G) Rank 4
196.00 2.5 8.4 19.4 19.3 8.9 13.7 --
Axis Long Term Equity - Direct (G) Rank 4
660.07 2.1 8.7 23.2 18.6 11.2 18.0 --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
3.42 1.7 10.6 23.1 24.0 14.7 -- --
UTI Long Term Advantage S5 (G) Not Ranked
1.40 2.7 1.7 -- -- -- -- --
SBI Magnum Tax Gain (G) Rank 4
4,920.52 2.4 8.2 19.0 18.5 8.2 13.0 18.5
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
46.56 1.7 10.6 23.1 23.9 14.5 -- --
Reliance ELSF - Series 1 (G) Not Ranked
114.40 3.3 8.7 21.1 23.5 8.2 12.2 16.4
Axis Long Term Equity Fund (G) Rank 4
10,675.84 2.0 8.4 22.5 17.3 10.0 16.6 24.1
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
6.22 2.0 5.3 19.1 23.3 10.6 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.02 2.0 5.3 19.1 23.3 10.6 14.0 --
HSBC Tax Saver Equity -Direct (G) Not Ranked
2.59 2.0 7.7 25.5 29.0 15.9 16.7 --
HDFC Tax Saver - Direct (G) Rank 3
342.52 2.0 6.6 19.9 27.8 13.1 12.9 --
UTI LTEF (Tax Saving) - Direct (G) Rank 3
31.62 2.2 5.0 18.6 19.2 11.1 14.3 --
JM Tax Gain Fund -Direct (G) Not Ranked
0.56 2.0 7.6 25.1 29.0 13.4 17.8 --
HSBC Tax Saver Equity Fund (G) Not Ranked
174.33 2.0 7.5 25.1 28.1 15.1 15.9 20.6
JM Tax Gain Fund (G) Not Ranked
28.63 1.9 7.4 24.3 26.8 11.1 15.8 20.7
UTI LTEF (Tax Saving) (G) Rank 3
705.59 2.1 4.7 18.0 18.0 9.9 13.2 16.5
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
68.21 1.9 5.1 18.5 22.3 9.7 -- --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.10 1.9 5.1 18.5 22.3 9.7 12.6 --
Principal Tax Savings - Direct Rank 2
3.10 1.9 9.0 25.7 32.0 17.0 17.2 --
Principal Tax Savings Rank 1
287.63 1.9 9.0 25.5 31.6 16.5 16.7 22.6
ICICI Pru RIGHT Fund (G) Not Ranked
50.84 1.9 10.4 20.2 24.2 10.5 16.8 24.3
UTI Long Term Advantage S4 (G) Not Ranked
3.49 2.5 6.9 -- -- -- -- --
DHFL Pramerica Tax Plan -Direct (G) Not Ranked
1.30 1.8 9.0 25.3 24.0 14.8 17.2 --
L&T Long Term Adv. Fund - I (G) Not Ranked
2.06 1.8 8.7 23.1 28.4 17.8 20.4 21.3
HDFC Tax Saver (G) Rank 3
5,359.88 1.9 6.4 19.5 26.9 12.4 12.2 18.5
Escorts Tax Plan (G) Not Ranked
3.97 1.8 7.6 19.4 25.3 21.9 23.5 19.0
Escorts Tax Plan - Direct (G) Not Ranked
1.14 1.8 7.6 19.4 25.2 22.0 23.9 --
Mahindra MF KBY - DP (G) Not Ranked
2.13 1.8 7.2 15.5 -- -- -- --
DHFL Pramerica Tax Plan (G) Not Ranked
41.46 1.6 8.6 24.4 22.4 13.2 15.8 19.3
UTI Long Term Advantage S4 (G) Not Ranked
79.60 2.3 6.3 -- -- -- -- --
LIC Tax Plan - Direct (G) Not Ranked
4.95 1.6 7.7 19.2 21.3 8.3 14.2 --
Can Robeco Eqty TaxSaver-Direct (G) Rank 5
42.65 1.6 6.6 19.2 19.2 8.8 12.4 --
Motilal MOSt Long Term Fund -DP (G) Not Ranked
18.18 1.6 7.7 26.4 37.8 21.3 -- --
BNP Paribas Long Term Equity-DP (G) Rank 5
6.80 1.6 9.3 24.3 18.1 8.0 15.8 --
Can Robeco Eqty TaxSaver (G) Rank 5
770.73 1.5 6.4 18.7 18.4 8.1 11.7 16.2
Taurus Tax Shield - Direct (G) Not Ranked
1.03 1.5 8.3 22.5 23.4 12.0 14.2 --
LIC Tax Plan (G) Not Ranked
76.33 1.5 7.4 18.4 20.1 7.4 13.3 17.2
Taurus Tax Shield (G) Not Ranked
52.84 1.5 8.2 22.3 22.9 10.7 13.1 15.9
BNP Paribas Long Term Equity (G) Rank 5
491.01 1.5 9.0 23.8 17.1 7.2 15.0 19.9
Mahindra MF KBY - RP (G) Not Ranked
113.56 1.6 6.6 14.1 -- -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.49 1.5 4.8 20.2 21.1 9.3 15.2 --
Motilal MOSt Long Term Fund -RP (G) Not Ranked
235.21 1.4 7.3 25.5 35.8 19.5 -- --
IDBI Equity Advantage -Direct (G) Rank 4
13.50 1.4 6.6 20.5 18.2 9.6 19.1 --
Edelweiss ELSS Fund (G) Not Ranked
63.66 1.4 4.6 19.7 20.2 8.4 14.5 18.7
Union Tax Saver - Direct (G) Not Ranked
4.55 1.7 5.7 15.7 15.3 4.8 9.1 --
L&T Tax Saver Fund (G) Not Ranked
28.44 1.3 9.1 22.9 29.0 17.5 19.7 21.1
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.35 1.7 3.7 15.8 22.5 -- -- --
IDBI Equity Advantage - Reg (G) Rank 4
536.84 1.3 6.1 19.5 16.5 8.4 18.0 --
UTI Master Equity Plan (US) Not Ranked
1,708.15 1.7 6.5 17.6 19.1 10.7 13.0 17.2
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
21.85 1.6 3.6 15.6 22.0 -- -- --
Union Tax Saver Scheme (G) Not Ranked
132.72 1.6 5.4 15.1 13.9 3.7 8.2 15.3
Sundaram Diversified Equity -Direct (G) Not Ranked
28.60 1.4 7.0 22.1 24.9 14.3 17.8 --
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.93 1.5 5.1 17.1 23.8 9.4 -- --
Sundaram Diversified Equity (G) Rank 3
1,386.92 1.3 6.8 21.8 24.4 13.9 17.4 18.8
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
28.45 1.4 5.0 16.9 23.4 9.1 -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.07 1.4 0.9 15.9 16.3 8.1 11.8 13.2
SBI Tax Advantage Sr-1 (G) Not Ranked
390.16 0.3 5.1 15.1 14.4 9.3 14.8 21.6
UTI Long Term Advantage S3 (G) Not Ranked
8.60 0.6 4.6 23.6 27.9 -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
226.23 0.4 4.0 22.3 25.1 -- -- --
CATEGORY AVERAGE 2.3 7.4 19.0 20.6 10.5 12.0 13.4

Note : Returns have been calculated based on NAV's as on Jul 21, 2017 & Index values as on Jul 21, 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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