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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 May 02, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.77 3.3 11.3 -0.4 -6.5 -- -- --
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
23.60 3.3 11.2 -0.6 -6.9 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
46.89 2.1 9.7 1.4 -1.6 13.7 17.4 --
HDFC Long Term Advantage (G) Rank 5
1,076.87 2.1 9.5 1.0 -2.1 13.1 16.7 11.1
Sundaram Tax Saver -Direct (G) Not Ranked
15.83 3.1 9.1 -0.9 0.8 19.0 16.3 --
Sundaram Tax Saver (G) Rank 4
1,163.57 3.1 9.0 -1.1 0.5 18.6 15.9 11.3
HDFC Tax Saver - Direct (G) Not Ranked
197.25 0.9 8.9 -5.1 -8.8 12.6 16.6 --
HDFC Tax Saver (G) Rank 5
4,600.50 0.9 8.7 -5.4 -9.3 12.1 15.9 9.3
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
182.05 1.6 8.7 -2.0 -8.0 24.0 24.6 --
Reliance Tax Saver (ELSS) (G) Rank 3
4,269.30 1.5 8.5 -2.3 -8.6 23.0 23.7 15.7
Escorts Tax Plan - Direct (G) Not Ranked
0.04 3.9 8.2 9.6 7.7 29.2 23.9 --
Franklin (I) Tax Shield -Direct (G) Not Ranked
93.31 1.4 8.2 -0.5 2.2 23.9 22.6 --
Escorts Tax Plan (G) Not Ranked
2.76 3.9 8.2 9.4 7.5 28.5 23.7 6.7
DSP-BRTax Saver Fund -Direct (G) Not Ranked
16.65 1.9 8.2 0.3 2.3 21.8 21.1 --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
2.23 2.6 8.1 -3.9 -8.0 17.4 16.7 --
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.94 1.6 8.1 -3.0 -1.8 16.7 17.3 --
Principal Tax Savings - Direct Not Ranked
1.93 1.7 8.0 -2.6 -1.9 16.8 19.3 --
DSP-BRTax Saver Fund (G) Rank 3
1,087.20 1.9 8.0 -- 1.8 21.1 20.4 13.9
LIC NOMURA Tax Plan (G) Not Ranked
48.56 2.5 8.0 -4.2 -8.7 16.6 15.8 9.6
Tata Infra Tax Saving Fund (G) Not Ranked
6.22 1.3 8.0 -4.1 -5.8 16.6 12.3 4.4
Franklin India Tax Shield (G) Rank 3
1,741.37 1.3 7.9 -0.9 1.2 22.8 21.6 15.1
Principal Tax Savings Rank 3
256.35 1.7 7.9 -2.9 -2.5 16.2 18.7 13.2
HSBC Tax Saver Equity Fund (G) Not Ranked
174.14 1.6 7.9 -3.4 -2.5 15.8 16.5 12.7
IDFC Tax Saver Fund (G) Not Ranked
32.43 2.0 7.8 -1.6 -9.8 9.8 12.2 10.0
SBI Magnum Tax Gain - Direct (G) Not Ranked
114.21 2.0 7.8 -3.2 -3.0 17.7 18.8 --
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
0.07 2.8 7.7 -- -- -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
4.61 1.6 7.7 -2.8 -3.1 22.2 17.0 --
L&T Tax Advantage -Direct (G) Not Ranked
33.58 2.0 7.7 -1.6 -0.9 17.5 17.5 --
Sahara Taxgain - Direct (G) Not Ranked
0.89 1.3 7.7 0.7 -1.7 11.5 16.2 --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.79 5.3 7.6 -2.7 0.1 -- -- --
Quantum Tax Saving Fund (G) Not Ranked
35.84 1.8 7.6 3.6 3.4 15.1 16.0 12.2
SBI Magnum Tax Gain (G) Rank 4
4,604.80 1.9 7.6 -3.5 -3.5 17.0 18.2 12.7
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
33.82 5.3 7.6 -2.8 -0.3 -- -- --
L&T Tax Advantage (G) Rank 3
1,507.18 1.9 7.5 -1.9 -1.5 16.8 16.8 11.1
Sahara Taxgain (G) Not Ranked
8.15 1.2 7.4 0.2 -2.7 10.8 15.6 9.7
Kotak Tax Saver - Regular (G) Rank 3
482.27 1.5 7.3 -3.5 -4.5 20.8 16.0 10.2
Mirae Asset Tax Saver Fund - RP (G) Not Ranked
1.03 2.7 7.3 -- -- -- -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
3.96 2.7 7.3 -0.8 -- 23.3 21.3 --
SBI Tax Advantage Sr-2 (G) Not Ranked
31.09 4.7 7.1 -3.2 -2.8 23.0 22.7 --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
14.88 3.2 7.1 -0.6 -4.6 21.0 21.1 --
BNP Paribas Long Term Equity (G) Rank 2
405.24 2.6 7.1 -1.1 -0.6 22.7 20.7 16.1
SBI Tax Advantage Sr-1 (G) Not Ranked
374.37 5.5 6.9 -0.6 -2.7 23.2 22.3 14.5
Birla SL Tax Relief 96-Direct (G) Not Ranked
43.55 2.5 6.9 0.5 0.7 26.7 24.1 --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.84 2.5 6.9 -1.2 3.0 18.6 19.9 11.9
DHFL Pramerica Tax Saving Fund -Direct ( Not Ranked
0.70 1.1 6.9 -0.3 0.2 17.9 17.4 --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
341.33 3.1 6.8 -1.1 -5.7 19.4 19.8 14.1
Birla Sun Life Tax Plan-Direct (G) Not Ranked
7.32 2.5 6.8 0.5 0.5 25.9 23.4 --
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 2.4 6.8 -0.1 -0.5 21.2 18.9 --
Birla SL Tax Relief 96 (G) Rank 2
1,904.12 2.4 6.7 0.1 -- 25.7 23.2 14.6
Birla SL Tax Savings (G) Not Ranked
24.26 2.4 6.7 -0.3 -0.7 20.8 18.1 11.0
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 2.1 6.6 -2.0 -4.8 16.5 -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
6.94 1.8 6.6 -1.2 0.9 24.3 22.9 --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.88 2.1 6.6 -2.0 -4.8 -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
16.50 1.5 6.6 -2.1 -0.9 16.4 15.8 --
L&T Tax Saver Fund (G) Not Ranked
28.44 2.7 6.5 -2.4 3.1 18.3 19.6 10.5
DHFL Pramerica Tax Saving Fund (G) Not Ranked
42.37 1.0 6.5 -1.0 -1.2 16.7 16.5 10.4
Birla Sun Life Tax Plan (G) Rank 2
276.61 2.3 6.5 -- -0.4 24.8 22.2 14.8
UTI Long Term Advantage (G) Not Ranked
209.97 1.6 6.5 -3.2 -2.4 14.6 13.4 8.7
UTI Long Term Advantage S2 (G) Not Ranked
126.29 1.6 6.5 -3.1 -2.3 14.7 14.7 10.3
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.53 2.0 6.5 -2.4 -5.8 -- -- --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.09 2.0 6.5 -2.4 -5.8 14.9 -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
29.81 1.7 6.4 -3.1 -4.2 16.0 15.5 --
UTI Equity Tax Saving (G) Rank 3
601.52 1.4 6.3 -2.6 -1.8 15.3 14.9 10.0
Can Robeco Eqty TaxSaver (G) Rank 4
805.93 1.7 6.3 -3.4 -4.7 15.5 14.9 11.3
Religare Invesco Tax Plan (G) Rank 2
247.69 1.6 6.2 -2.1 -0.8 22.2 21.2 14.8
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.90 4.1 6.1 -3.5 -3.7 -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
39.53 4.1 6.1 -3.6 -4.0 -- -- --
Tata India Tax Savings Fund - Direct (G) Not Ranked
43.23 2.1 6.1 -0.2 5.6 -- -- --
Tata India Tax Savings Fund - Reg (G) Not Ranked
2.44 2.1 5.9 -0.6 4.3 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
7.29 1.2 5.8 -4.9 -1.1 28.8 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.91 2.3 5.7 -3.0 -4.4 13.2 12.5 --
JM Tax Gain Fund -Direct (G) Not Ranked
0.42 1.4 5.7 -2.1 -2.9 18.8 18.0 --
IDBI Equity Advantage - Reg (G) Not Ranked
368.22 1.1 5.6 -5.3 -1.9 27.9 -- --
Principal Personal Tax Saver Rank 4
323.03 1.4 5.5 -4.4 -4.3 12.8 14.9 9.1
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.22 1.1 5.4 -2.6 -0.8 19.0 17.7 --
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.14 1.4 5.3 -3.9 -2.9 18.0 17.9 --
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
119.50 3.2 5.3 -1.8 0.2 18.9 21.8 --
Taurus Tax Shield (G) Not Ranked
67.14 2.1 5.2 -3.9 -6.2 12.0 11.6 7.8
JPMorgan Tax Advantage (G) Not Ranked
11.48 1.0 5.2 -3.0 -1.9 17.4 16.3 10.5
Edelweiss ELSS Fund (G) Not Ranked
59.13 1.4 5.1 -4.2 -3.5 17.4 17.3 12.8
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.79 2.2 5.1 -4.5 -3.2 16.8 17.6 --
JM Tax Gain Fund (G) Not Ranked
28.42 1.3 5.1 -3.2 -5.1 17.1 16.5 10.4
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.84 5.1 5.1 -3.2 -3.0 26.3 -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
34.07 5.1 5.0 -3.2 -3.1 26.0 -- --
UTI Master Equity Plan (US) Not Ranked
1,602.66 2.1 4.9 -4.5 -4.2 12.0 12.6 9.2
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
2,674.98 3.1 4.9 -2.4 -0.9 17.7 20.7 13.5
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.77 2.1 4.9 -4.9 -4.0 16.0 16.9 11.0
BOI AXA Tax Advtg -RP (G) Not Ranked
46.69 2.1 4.7 -5.3 -4.7 15.2 16.2 10.4
Union KBC Tax Saver - Direct (G) Not Ranked
2.91 1.8 4.6 -2.8 -7.5 12.9 13.3 --
ICICI Pru RIGHT Fund (G) Not Ranked
56.19 1.3 4.4 -7.2 -10.3 18.8 23.0 18.2
Union KBC Tax Saver Scheme (G) Not Ranked
78.44 1.7 4.4 -3.2 -8.3 12.3 12.8 --
Axis Long Term Equity - Direct (G) Not Ranked
222.67 2.1 3.5 -2.8 -0.8 25.7 27.2 --
Axis Long Term Equity Fund (G) Rank 1
6,256.92 2.0 3.2 -3.3 -1.8 24.2 25.7 19.6
Reliance ELSF - Series 1 (G) Not Ranked
118.97 1.4 3.1 -9.3 -9.9 13.4 13.9 10.4
Religare Invesco AGILE Tax (G) Not Ranked
4.78 1.2 -0.9 -8.4 -8.7 0.2 3.3 3.8
Tata Tax Advantage Fund-1(G) Not Ranked
97.00 2.8 -7.3 -7.3 -10.8 17.2 15.7 11.6
Tata India Tax Savings Fund - Reg (D) Rank 1
188.10 2.1 -9.8 -15.4 -11.2 9.5 10.3 8.0
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.00 1.5 -- -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
0.00 0.4 -- -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
0.00 0.5 -- -- -- -- -- --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
0.00 1.5 -- -- -- -- -- --
CATEGORY AVERAGE 2.2 5.8 -2.5 -3.0 15.4 14.2 8.8

Note : Returns have been calculated based on NAV's as on May 02, 2016 & Index values as on May 02, 2016

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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