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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 22, 2014
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Escorts Tax Plan - Direct (G) Not Ranked
0.01 8.2 18.3 31.6 41.3 -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 8.1 18.1 31.2 42.2 13.3 -0.9 3.4
Axis Long Term Equity - Direct (G) Not Ranked
23.80 7.4 23.0 39.8 59.0 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 7.4 23.7 34.8 -- -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 7.3 23.6 34.5 -- -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 7.3 22.6 38.8 57.2 37.6 22.4 --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 7.0 33.8 58.0 79.9 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 2
2,413.63 7.0 33.5 57.5 78.8 35.6 21.1 21.2
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 6.2 18.4 26.2 37.5 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
30.84 6.1 18.1 25.6 36.1 24.6 11.3 10.1
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 5.8 21.9 33.6 48.8 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 5.7 21.8 31.6 46.6 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 5.7 19.9 27.2 44.2 -- -- --
Religare Invesco Tax Plan (G) Rank 2
159.04 5.7 21.5 32.8 47.5 30.0 15.7 18.4
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 5.6 21.5 31.2 45.6 30.8 14.5 14.1
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 5.6 21.5 30.9 45.4 -- -- --
IDFC Tax Advantage (ELSS) (G) Rank 3
194.72 5.6 19.6 26.7 43.1 30.8 16.7 17.9
Birla Sun Life Tax Plan (G) Rank 3
135.05 5.6 21.3 30.4 44.4 30.1 15.5 15.0
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 5.5 27.2 43.6 62.5 34.0 16.0 13.6
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 5.3 20.3 32.5 46.9 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 5.2 20.1 32.2 46.2 28.3 16.6 14.9
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 5.1 21.4 36.5 58.1 37.3 21.9 --
Tata Tax Saving Fund - Direct Not Ranked
1.47 4.8 18.8 29.3 34.8 -- -- --
Tata Tax Saving Fund Rank 3
144.15 4.8 18.6 28.8 31.8 23.6 13.0 14.2
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 4.8 26.4 43.5 63.7 37.9 -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 4.7 27.2 -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 4.7 27.1 -- -- -- -- --
Religare Invesco AGILE Tax (G) Not Ranked
6.19 4.7 4.1 6.7 14.3 15.8 8.4 9.5
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 4.5 18.8 33.3 48.3 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 4.5 16.5 26.2 34.6 24.0 12.9 15.1
HDFC Long Term Advantage (G) Rank 3
967.64 4.5 18.7 33.0 47.5 29.4 15.7 17.9
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 4.4 22.6 33.9 47.0 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
808.27 4.4 22.4 33.6 46.3 30.8 16.6 17.4
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 4.4 16.6 24.6 31.9 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
32.96 4.3 16.5 24.4 31.4 26.4 14.0 13.8
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 4.3 18.1 30.1 41.0 -- -- --
Franklin India Tax Shield (G) Rank 3
1,133.25 4.3 17.9 29.7 40.1 26.5 15.6 17.7
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 4.3 17.8 27.7 33.2 28.2 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 4.3 17.9 27.8 33.4 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 4.2 19.1 29.0 39.4 -- -- --
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 4.2 22.3 33.3 44.7 -- -- --
BNP Paribas Tax Advantage Plan (G) Rank 1
203.73 4.2 22.3 33.1 44.4 29.2 18.2 17.1
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 4.2 18.9 28.7 38.7 24.6 14.5 17.8
IDFC Tax Saver Fund (G) Not Ranked
34.86 4.1 14.2 21.1 30.6 26.0 13.7 15.5
Principal Personal Tax Saver Rank 3
353.73 4.0 16.9 29.5 43.9 26.0 12.9 13.1
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 4.0 21.2 38.9 47.0 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 4.0 17.5 28.5 34.3 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 3.9 17.4 26.2 39.3 -- -- --
JM Tax Gain Fund (G) Not Ranked
31.40 3.9 20.9 38.0 45.6 29.4 13.4 10.1
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 3.9 18.9 35.4 46.0 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 3.9 17.3 26.0 39.0 26.2 13.4 12.8
Taurus Tax Shield - Direct (G) Not Ranked
0.26 3.9 17.6 27.2 34.8 -- -- --
DWS Tax Saving Fund (G) Not Ranked
42.77 3.9 17.3 28.4 33.9 26.2 11.9 11.6
Taurus Tax Shield (G) Not Ranked
90.33 3.9 17.6 27.0 34.4 21.8 10.7 12.7
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 3.9 18.6 34.9 45.0 29.3 17.4 16.0
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 3.9 17.1 25.9 34.1 -- -- --
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 3.9 19.1 20.6 28.6 -- -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 3.8 17.1 25.6 38.1 25.4 12.9 12.4
UTI Equity Tax Saving (G) Rank 4
453.64 3.8 16.9 25.5 33.5 23.1 11.8 12.7
Baroda Pioneer ELSS 96 Not Ranked
29.52 3.8 18.9 20.0 27.5 17.1 6.2 6.5
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 3.7 17.7 27.7 35.1 -- -- --
Sundaram Tax Saver (G) Rank 5
1,139.83 3.7 17.6 27.5 34.7 22.1 12.1 12.0
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 3.6 17.7 28.5 37.7 -- -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 3.6 17.6 28.1 36.9 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
5.99 3.6 17.5 28.1 36.5 23.7 11.5 14.2
Principal Tax Savings - Direct Not Ranked
0.40 3.5 22.4 35.3 54.9 -- -- --
ING Tax Saving (G) Not Ranked
23.44 3.5 17.1 27.2 35.1 22.5 9.4 14.1
Principal Tax Savings Rank 2
227.71 3.5 22.3 35.0 54.3 33.5 19.2 15.4
UTI Long Term Advantage S2 (G) Not Ranked
125.42 3.5 19.5 30.9 38.2 24.6 12.8 14.1
UTI Long Term Advantage (G) Not Ranked
204.16 3.4 19.3 30.5 35.3 23.2 11.2 11.5
Reliance ELSF - Series 1 (G) Not Ranked
113.38 3.2 19.3 31.2 45.3 23.6 14.5 17.3
L&T Tax Advantage -Direct (G) Not Ranked
14.49 3.2 17.0 28.6 38.0 -- -- --
L&T Tax Advantage (G) Rank 4
1,262.67 3.1 16.8 28.2 37.2 24.7 12.6 16.4
Kotak Tax Saver - Direct (G) Not Ranked
1.12 3.1 17.8 27.8 33.5 -- -- --
Kotak Tax Saver (G) Rank 5
369.34 3.0 17.7 27.5 32.9 18.4 9.2 11.5
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 3.0 13.6 23.5 42.5 24.0 11.5 15.2
L&T Tax Saver Fund (G) Not Ranked
28.82 3.0 15.7 26.1 42.5 24.5 11.0 11.3
HDFC Tax Saver - Direct (G) Not Ranked
74.77 2.8 23.3 40.6 60.1 -- -- --
HDFC Tax Saver (G) Rank 4
4,036.36 2.8 23.2 40.2 59.1 29.6 14.4 18.2
UTI Master Equity Plan (US) Not Ranked
1,428.55 2.2 15.5 25.7 33.4 24.5 12.4 13.0
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 1.9 21.0 34.6 59.3 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,840.90 1.9 20.8 34.1 58.2 31.5 17.3 20.7
Sahara Taxgain - Direct (G) Not Ranked
0.49 1.7 23.8 36.3 54.1 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 1.7 23.7 36.1 53.7 26.8 15.3 17.0
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 1.6 22.1 42.0 40.9 16.1 4.4 5.1
Quantum Tax Saving Fund (G) Not Ranked
20.43 1.3 15.0 29.1 41.0 26.2 16.2 18.7
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 4.2 19.3 29.7 40.0 14.8 7.3 7.3

Note : Returns have been calculated based on NAV's as on Jul 22, 2014 & Index values as on Jul 23, 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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