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 Jul 27, 2015
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 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
L&T Tax Saver Fund (G) Not Ranked
29.46 4.7 7.7 -0.6 24.2 34.0 23.2 10.6
JM Tax Gain Fund -Direct (G) Not Ranked
0.33 1.2 7.7 -0.8 25.4 38.0 -- --
JM Tax Gain Fund (G) Not Ranked
31.85 1.1 7.2 -1.3 24.3 36.7 26.7 10.0
BNP Paribas Long Term Equity-DP (G) Not Ranked
3.23 3.7 7.0 3.0 30.0 38.2 -- --
BNP Paribas Long Term Equity (G) Rank 2
388.04 3.7 6.8 2.7 29.4 37.7 28.7 17.6
Sahara Taxgain - Direct (G) Not Ranked
0.84 3.1 6.7 -4.2 8.2 29.4 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
13.85 3.3 6.5 -0.1 25.1 31.5 -- --
Sahara Taxgain (G) Not Ranked
9.54 3.0 6.4 -4.5 7.8 29.0 19.0 11.0
Sundaram Tax Saver (G) Rank 4
1,155.75 3.3 6.4 -0.3 24.7 31.0 22.1 11.6
L&T Long Term Adv. Fund - I (G) Not Ranked
1.83 3.9 6.4 -1.0 25.7 35.0 23.5 10.8
IDBI Equity Advantage -Direct (G) Not Ranked
5.30 4.0 6.3 -0.8 42.1 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
4.99 3.2 6.4 3.4 29.9 41.5 -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.84 3.8 6.3 5.4 32.9 -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
34.33 3.8 6.3 5.1 32.5 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
317.25 3.8 6.1 -1.2 41.0 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
14.14 3.5 6.0 0.7 24.0 36.3 -- --
Religare Invesco Tax Plan (G) Rank 1
239.56 3.1 5.9 2.5 27.8 39.6 28.7 16.5
DSP-BRTax Saver Fund (G) Rank 3
1,096.27 3.5 5.9 0.4 23.3 35.5 27.2 14.1
L&T Tax Advantage -Direct (G) Not Ranked
29.39 3.2 5.7 0.2 22.3 31.1 -- --
L&T Tax Advantage (G) Rank 4
1,558.76 3.1 5.6 -0.1 21.6 30.4 22.9 12.7
SBI Magnum Tax Gain - Direct (G) Not Ranked
96.23 0.8 5.5 -0.6 21.5 35.4 -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.09 2.8 5.5 2.2 27.0 31.8 -- --
Kotak Tax Saver - Direct (G) Not Ranked
3.59 2.6 5.4 -1.3 33.2 36.0 -- --
Edelweiss ELSS Fund (G) Not Ranked
56.67 2.8 5.4 2.0 26.6 31.2 25.8 14.0
SBI Magnum Tax Gain (G) Rank 3
4,788.51 0.8 5.4 -0.9 20.9 34.7 25.0 13.8
Franklin (I) Tax Shield -Direct (G) Not Ranked
69.98 2.6 5.3 -- 31.3 37.9 -- --
Kotak Tax Saver - Regular (G) Rank 3
494.64 2.5 5.1 -1.9 32.0 35.1 22.4 11.7
UTI Long Term Advantage S2 (G) Not Ranked
133.46 2.6 5.1 -2.2 16.1 28.4 21.1 11.4
Tata Tax Saving Fund - Direct (G) Not Ranked
31.88 3.7 5.1 0.8 -- -- -- --
Franklin India Tax Shield (G) Rank 2
1,658.95 2.5 5.1 -0.4 30.2 36.9 26.8 17.2
UTI Long Term Advantage (G) Not Ranked
221.08 2.6 5.1 -2.1 16.1 27.3 20.2 9.4
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
27.74 3.8 5.0 -2.0 20.2 30.3 -- --
Principal Tax Savings - Direct Not Ranked
1.73 2.6 4.9 -1.3 17.9 36.5 -- --
Can Robeco Eqty TaxSaver (G) Rank 4
849.57 3.8 4.9 -2.3 19.7 29.7 22.2 13.5
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.20 1.7 4.9 -1.0 23.9 32.0 -- --
UTI Master Equity Plan (US) Not Ranked
1,645.58 2.9 4.9 -3.6 15.4 26.1 20.7 11.7
Tata Tax Saving Fund - Regular Plan (G) Not Ranked
1.43 3.6 4.9 0.5 -- -- -- --
Tata Tax Saving Fund - Regular Plan (D) Rank 3
184.61 3.6 4.8 -3.8 16.0 25.3 19.9 12.2
Principal Tax Savings Rank 3
264.77 2.6 4.8 -1.5 17.3 35.9 26.8 13.4
SBI Tax Advantage Sr-1 (G) Not Ranked
405.38 3.4 4.6 3.7 25.7 44.5 30.6 13.6
UTI Equity Tax Saving - Direct (G) Not Ranked
13.68 2.5 4.5 -2.2 18.9 27.9 -- --
JPMorgan Tax Advantage (G) Not Ranked
10.55 1.6 4.4 -2.3 21.7 30.2 21.9 12.3
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
11.63 0.8 4.4 4.3 30.5 38.8 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.75 3.0 4.4 -0.3 17.1 27.0 -- --
UTI Equity Tax Saving (G) Rank 3
590.69 2.5 4.3 -2.6 17.8 27.0 20.9 11.3
Axis Long Term Equity - Direct (G) Not Ranked
133.29 1.6 4.2 0.8 31.0 46.2 -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
334.20 0.7 4.1 3.5 28.4 37.1 29.1 16.1
DWS Tax Saving Fund -Direct (G) Not Ranked
0.56 2.2 4.1 -1.7 20.4 28.8 -- --
Religare Invesco AGILE Tax (G) Not Ranked
5.15 3.1 4.1 -7.2 5.4 12.6 11.5 7.8
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.64 2.2 4.1 -3.4 18.7 34.0 -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.51 1.8 4.1 -0.6 23.1 31.9 -- --
Axis Long Term Equity Fund (G) Rank 1
4,996.45 1.5 3.9 0.3 29.2 44.4 34.4 21.7
HSBC Tax Saver Equity Fund (G) Rank 3
183.33 2.2 3.9 -3.8 17.9 33.0 24.2 13.4
Taurus Tax Shield (G) Not Ranked
79.30 2.9 3.9 -0.8 16.4 26.4 18.9 9.8
Tata Infra Tax Saving Fund (G) Not Ranked
6.78 2.8 3.8 -4.5 19.8 31.7 16.3 3.8
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.00 1.8 3.8 -1.1 22.1 31.2 23.7 11.6
DWS Tax Saving Fund (G) Not Ranked
44.35 2.2 3.7 -2.2 19.4 28.1 23.0 9.7
Birla SL Tax Relief 96-Direct (G) Not Ranked
34.14 3.2 3.7 0.7 32.2 40.8 -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
46.39 1.7 3.6 -1.4 21.2 30.3 22.9 11.1
Birla SL Tax Savings (G) Not Ranked
25.76 3.1 3.6 0.3 27.0 33.0 23.4 12.0
Birla Sun Life Tax Plan-Direct (G) Not Ranked
5.58 3.2 3.6 0.4 31.2 39.7 -- --
Birla SL Tax Relief 96 (G) Rank 2
1,930.42 3.2 3.6 0.5 31.3 39.9 29.9 13.6
Principal Personal Tax Saver Rank 4
351.91 2.4 3.6 -4.0 14.8 29.5 21.1 10.1
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 3.1 3.6 -- 27.1 34.0 -- --
Tata Tax Advantage Fund-1(G) Not Ranked
99.12 3.0 3.5 -0.8 23.8 30.8 22.8 14.0
Birla Sun Life Tax Plan (G) Rank 3
257.62 3.1 3.4 -- 30.0 38.5 29.0 15.9
SBI Tax Advantage Sr-2 (G) Not Ranked
41.69 3.2 3.2 -0.4 24.9 43.6 32.6 --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.77 5.1 3.2 -- -- -- -- --
ICICI Pru RIGHT Fund (G) Not Ranked
65.19 1.4 3.1 0.6 29.5 44.9 34.4 21.4
Quantum Tax Saving Fund (G) Not Ranked
33.77 0.9 3.1 -1.8 11.9 26.8 20.6 12.9
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
33.67 5.1 3.1 -- -- -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
96.03 4.3 2.9 -1.8 18.6 39.0 -- --
ICICI Pru Tax Plan (G) Rank 3
2,529.16 4.2 2.7 -2.2 17.6 37.9 26.1 14.8
LIC NOMURA Tax Plan - Direct (G) Not Ranked
1.75 1.2 2.7 -2.1 24.2 32.4 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 2.6 2.7 -2.6 21.0 -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.67 2.6 2.7 -- -- -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
125.88 2.0 2.6 -5.6 20.3 34.1 21.7 12.6
LIC NOMURA Tax Plan (G) Not Ranked
47.17 1.1 2.5 -2.2 23.4 31.4 23.6 11.9
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.09 2.5 2.3 -3.2 18.7 -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
41.24 2.5 2.3 -- -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.97 3.3 2.2 -- -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
40.63 3.3 2.1 -- -- -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
2.42 1.3 2.1 -4.6 15.6 26.6 -- --
Union KBC Tax Saver Scheme (G) Not Ranked
78.65 1.2 1.8 -4.9 15.0 26.2 22.9 --
HDFC Long Term Advant. - Direct (G) Not Ranked
42.45 0.4 1.4 -4.7 10.2 29.4 -- --
HDFC Long Term Advantage (G) Rank 5
1,126.60 0.3 1.3 -5.0 9.7 28.8 22.0 12.7
HDFC Tax Saver - Direct (G) Not Ranked
172.28 1.3 0.3 -7.3 12.4 35.2 -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.04 1.7 0.3 -3.9 27.7 35.4 -- --
Escorts Tax Plan (G) Not Ranked
2.91 1.7 0.3 -3.9 26.8 35.3 18.4 2.8
HDFC Tax Saver (G) Rank 5
4,794.98 1.3 0.2 -7.5 11.9 34.5 22.6 11.8
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
151.51 1.4 -1.5 -7.4 23.1 50.3 -- --
Reliance Tax Saver (ELSS) (G) Rank 2
4,294.44 1.4 -1.6 -7.7 22.1 49.2 29.8 17.5
IDFC Tax Saver Fund (G) Not Ranked
37.52 -1.8 -2.3 -6.2 12.9 23.0 20.4 11.3
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 2.5 3.9 -1.6 20.3 29.0 20.2 10.2

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

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.