YOU ARE HERE > Moneycontrol > Mutual Funds > Evaluate > Performance Tracker : ELSS
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 Sep 22, 2014
Compare With Indices
  • Sensex
  • Nifty
  • BANK Nifty
  • BANKEX
  • BSE Auto
  • BSE CD INDEX
  • BSE FMCG INDEX
  • BSE HEALTHCARE
  • BSE IPO
  • BSE IT INDEX
  • BSE Metal
  • BSE Oil & Gas
  • BSE POWER INDEX
  • BSE PSU INDEX
  • BSE REALTY
  • BSE TECk INDEX
  • BSE-100
  • BSE-200
  • BSE-500
  • BSE-MIDCAP
  • BSE-SMALLCAP
  • CAPITAL GOODS
  • CNX 100
  • CNX IT
  • CNX Midcap
  • CNX NIFTY JR
  • Nifty Midcap 50
  • S&P CNX 500
  • S&P CNX Defty

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 10.2 21.5 45.5 71.0 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 10.2 21.3 45.0 69.9 -- -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 9.5 19.0 58.5 107.3 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 9.4 18.8 57.9 105.9 37.4 30.2 21.5
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 9.3 18.8 52.7 94.9 37.0 26.9 14.2
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 8.6 17.8 -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 8.6 17.7 -- -- -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 8.4 17.3 47.6 94.9 39.7 -- --
Sahara Taxgain - Direct (G) Not Ranked
0.49 7.9 7.9 40.8 70.2 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 7.9 7.8 40.6 69.7 27.1 21.9 15.2
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 7.6 15.0 39.7 72.8 37.3 29.7 21.4
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 6.8 13.1 35.8 66.6 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 6.7 12.9 35.3 65.5 28.7 25.8 15.5
Tata Tax Saving Fund - Direct Not Ranked
1.47 6.5 14.3 35.1 46.9 -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 6.5 15.5 36.5 59.2 -- -- --
Tata Tax Saving Fund Rank 3
144.15 6.4 14.1 34.6 45.7 23.8 20.0 14.3
Franklin India Tax Shield (G) Rank 3
1,133.25 6.4 15.3 36.1 58.2 28.0 23.1 18.0
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 6.2 15.1 36.6 61.5 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 6.2 16.8 40.9 70.8 -- -- --
Principal Tax Savings - Direct Not Ranked
0.40 6.2 11.5 40.7 69.1 -- -- --
Religare Invesco Tax Plan (G) Rank 2
159.04 6.1 16.5 40.1 69.2 31.1 23.7 18.2
Principal Tax Savings Rank 2
227.71 6.1 11.3 40.5 68.5 32.3 27.8 14.7
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 6.1 11.8 29.7 47.5 -- -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 6.1 14.8 35.9 60.0 30.4 24.2 16.9
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 6.0 14.1 36.3 63.4 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 6.0 13.8 32.2 48.2 24.3 20.0 15.2
Edelweiss ELSS Fund (G) Not Ranked
32.96 6.0 11.7 29.4 46.9 25.5 20.5 13.2
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 5.9 13.8 35.6 61.9 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 5.9 12.8 39.1 67.2 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 5.9 13.9 41.3 64.2 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 5.9 13.9 35.7 62.3 29.4 23.1 12.7
JM Tax Gain Fund (G) Not Ranked
31.40 5.9 12.6 38.6 65.5 27.3 22.1 10.7
DSP-BRTax Saver Fund (G) Rank 3
808.27 5.9 13.7 40.9 63.4 30.9 25.5 16.5
Birla Sun Life Tax Plan (G) Rank 3
135.05 5.9 13.6 35.0 60.7 28.5 22.6 14.3
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 5.8 11.3 32.6 46.2 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.12 5.8 14.6 35.9 57.2 -- -- --
Kotak Tax Saver (G) Rank 5
369.34 5.7 14.4 35.6 56.5 19.3 18.3 11.4
UTI Equity Tax Saving (G) Rank 4
453.64 5.7 11.1 32.1 45.5 23.9 17.5 11.9
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 5.6 11.6 33.7 41.1 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 5.5 11.4 33.2 39.9 15.5 14.7 5.7
Reliance ELSF - Series 1 (G) Not Ranked
113.38 5.4 12.0 37.3 62.6 22.7 23.2 16.2
Axis Long Term Equity - Direct (G) Not Ranked
23.80 5.3 18.1 40.9 79.1 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 5.3 11.9 31.5 48.6 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 5.3 16.6 34.4 55.5 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 5.2 12.3 33.9 51.5 -- -- --
DWS Tax Saving Fund (G) Not Ranked
42.77 5.2 11.7 31.0 48.1 25.8 19.5 10.7
Sundaram Tax Saver (G) Rank 5
1,139.83 5.2 12.2 33.6 51.0 21.9 20.1 10.6
LIC NOMURA Tax Plan (G) Not Ranked
30.84 5.2 16.3 33.7 54.0 24.9 20.8 10.3
Axis Long Term Equity Fund (G) Rank 1
1,310.99 5.1 17.7 39.8 76.7 37.0 29.9 --
UTI Long Term Advantage S2 (G) Not Ranked
125.42 4.9 10.3 34.7 50.3 24.6 18.2 13.0
Escorts Tax Plan - Direct (G) Not Ranked
0.01 4.9 18.9 40.1 58.2 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 4.9 12.1 34.6 53.5 -- -- --
UTI Long Term Advantage (G) Not Ranked
204.16 4.9 10.2 34.2 48.3 23.3 17.2 10.5
HDFC Tax Saver - Direct (G) Not Ranked
74.77 4.9 10.3 44.4 74.0 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
14.49 4.9 10.9 32.5 51.3 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 4.9 11.1 30.2 50.3 -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 4.9 18.8 39.7 59.2 16.8 9.3 3.9
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 4.9 11.3 40.8 70.9 -- -- --
HDFC Tax Saver (G) Rank 3
4,036.36 4.8 10.2 44.0 73.0 29.8 22.5 16.7
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 4.8 12.0 34.3 52.7 24.7 21.2 16.6
L&T Tax Saver Fund (G) Not Ranked
28.82 4.8 9.7 30.1 53.6 23.8 18.7 10.1
L&T Tax Advantage (G) Rank 4
1,262.67 4.8 10.7 32.1 50.4 24.1 19.6 15.6
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 4.8 11.0 30.0 49.8 25.3 21.0 11.8
UTI Master Equity Plan (US) Not Ranked
1,428.55 4.8 9.4 32.1 43.3 24.1 18.1 12.6
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 4.8 13.7 39.9 57.9 -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 4.8 10.4 28.1 53.1 24.0 18.9 13.4
ICICI Pru Tax Plan (G) Rank 2
1,840.90 4.8 11.1 40.2 69.6 31.4 26.3 19.4
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 4.8 13.6 39.8 57.6 30.3 25.0 16.8
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 4.8 10.8 29.6 48.9 24.6 20.5 11.4
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 4.7 12.2 35.4 64.4 -- -- --
Principal Personal Tax Saver Rank 4
353.73 4.7 10.5 30.4 52.3 24.0 20.9 11.7
HDFC Long Term Advantage (G) Rank 3
967.64 4.7 12.1 35.1 63.5 29.3 23.6 17.3
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 4.5 10.5 30.9 51.5 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 4.4 13.6 36.2 62.7 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
5.99 4.4 10.2 30.3 50.2 22.5 18.6 13.4
SBI Magnum Tax Gain (G) Rank 3
4,327.68 4.4 13.5 35.9 61.9 27.8 24.1 14.3
Quantum Tax Saving Fund (G) Not Ranked
20.43 4.1 9.0 30.2 52.6 25.1 23.2 17.3
ING Tax Saving -Direct (G) Not Ranked
0.05 3.8 9.6 30.7 49.7 -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.26 3.8 9.1 28.3 47.9 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 3.7 9.0 28.2 47.4 19.0 17.1 11.1
ING Tax Saving (G) Not Ranked
23.44 3.7 9.2 29.8 47.8 21.7 16.0 12.4
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 3.7 9.0 28.7 46.8 25.2 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 3.7 9.0 28.8 47.1 -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 3.4 4.9 34.1 56.6 13.2 11.6 4.2
IDFC Tax Saver Fund (G) Not Ranked
34.86 3.0 10.4 26.0 41.3 24.2 20.6 14.1
Religare Invesco AGILE Tax (G) Not Ranked
6.19 1.4 6.9 10.5 19.4 12.9 13.4 8.2
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 5.5 12.6 34.2 56.3 14.6 11.3 7.1

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

Quick Links (Mouseover on for more information)
Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.