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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 Sep 30, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
164.35 -0.1 6.3 19.0 14.8 11.0 27.7 --
Motilal MOSt Long Term Fund -DP (G) Not Ranked
6.38 2.8 12.9 25.7 20.3 -- -- --
Motilal MOSt Long Term Fund -RP (G) Not Ranked
112.25 2.7 12.4 24.7 18.4 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.43 0.9 11.8 22.4 18.5 13.3 28.9 --
Mirae Ultra STBF - Direct (G) Not Ranked
3.53 1.4 11.5 24.9 -- -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
27.76 -1.3 11.2 29.1 21.8 14.4 35.7 --
JM Tax Gain Fund (G) Not Ranked
26.82 0.7 11.2 21.0 15.8 11.4 27.0 17.0
Mirae Ultra STBF - Direct (B) Not Ranked
55.98 1.3 11.1 24.0 -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.91 0.1 10.9 27.5 18.7 -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
39.62 0.1 10.9 27.4 18.5 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
24.04 0.7 10.8 22.3 21.1 15.9 29.3 --
Principal Tax Savings - Direct Not Ranked
2.22 1.2 10.8 22.3 18.9 12.1 27.6 --
Principal Tax Savings Rank 3
249.06 1.1 10.7 22.0 18.3 11.5 27.0 20.2
DSP-BRTax Saver Fund (G) Rank 2
1,169.27 0.7 10.6 22.0 20.4 15.2 28.5 20.6
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.80 -- 10.6 29.5 19.8 -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
34.19 -- 10.6 29.5 19.6 -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.81 0.4 10.1 22.9 18.2 17.3 27.7 17.9
Kotak Tax Saver - Direct (G) Not Ranked
6.40 0.9 10.1 20.1 13.7 15.9 28.1 --
L&T Tax Saver Fund (G) Not Ranked
26.10 0.7 9.8 23.6 16.3 16.4 27.5 17.2
Kotak Tax Saver - Regular (G) Rank 4
459.18 0.8 9.6 19.2 12.0 14.4 26.7 16.1
BOI AXA Tax Advantage - Direct (G) Not Ranked
2.14 0.9 9.3 18.9 10.0 12.2 23.4 --
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.77 0.8 9.1 21.0 16.4 -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 0.7 9.1 18.3 12.8 9.8 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
3.17 0.7 9.1 18.3 12.8 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.45 0.9 9.1 18.4 9.1 11.2 22.5 16.2
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
23.63 0.7 9.0 20.8 16.0 -- -- --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.09 0.6 8.9 18.0 11.9 8.8 -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
45.10 0.6 8.9 18.0 11.9 -- -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
50.29 0.8 8.8 18.0 8.3 10.4 21.7 15.5
Invesco India AGILE Tax (G) Not Ranked
4.27 -1.7 8.8 15.3 3.9 5.6 8.3 8.8
HDFC Long Term Advant. - Direct (G) Not Ranked
58.50 0.4 8.5 18.8 19.7 9.1 24.7 --
DHFL Pramerica Tax Plan -Direct (G) Not Ranked
0.91 0.2 8.5 17.3 16.5 13.2 23.7 --
IDBI Equity Advantage -Direct (G) Not Ranked
9.83 1.5 8.5 16.1 10.3 15.3 31.3 --
Principal Personal Tax Saver Rank 4
300.91 -0.7 8.4 18.2 12.4 9.2 21.3 15.3
HDFC Long Term Advantage (G) Rank 4
1,058.39 0.3 8.3 18.4 18.9 8.5 24.0 16.5
Tata India Tax Savings Fund - Direct (G) Not Ranked
100.70 0.9 8.3 20.4 18.4 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
456.32 1.4 8.3 15.6 9.4 14.4 30.3 --
HSBC Tax Saver Equity -Direct (G) Not Ranked
2.07 1.5 8.1 18.6 13.5 10.9 26.5 --
DHFL Pramerica Tax Plan (G) Not Ranked
40.31 0.1 8.1 16.5 14.9 11.8 22.6 15.9
Tata India Tax Savings Fund - Reg (G) Not Ranked
8.20 0.8 8.1 19.9 17.3 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
19.71 0.5 8.1 20.8 17.9 13.6 25.0 --
Sundaram Tax Saver (G) Rank 3
1,164.53 0.4 8.0 20.5 17.6 13.3 24.6 16.7
HSBC Tax Saver Equity Fund (G) Not Ranked
162.73 1.4 7.9 18.2 12.7 10.1 25.6 18.4
HDFC Tax Saver - Direct (G) Not Ranked
237.73 -0.2 7.7 17.5 11.5 6.3 24.6 --
L&T Tax Advantage -Direct (G) Not Ranked
39.49 1.5 7.7 19.5 13.9 13.2 24.6 --
IDFC Tax Saver Fund (G) Not Ranked
31.47 0.8 7.7 17.7 14.1 7.4 17.2 14.6
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
242.31 -0.6 7.7 16.9 17.8 9.4 35.0 --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.29 -- 7.6 17.0 -- -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.82 -1.1 7.6 24.4 15.7 14.7 -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
33.77 -1.1 7.6 24.3 15.6 14.5 -- --
HDFC Tax Saver (G) Rank 5
4,433.87 -0.3 7.5 17.1 10.8 5.8 23.9 14.7
L&T Tax Advantage (G) Rank 3
1,489.04 1.5 7.5 19.1 13.1 12.5 23.8 16.0
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
18.18 -- 7.5 16.9 -- -- -- --
Reliance Tax Saver (ELSS) (G) Rank 3
4,659.48 -0.7 7.5 16.4 16.9 8.6 34.0 20.8
Birla SL Tax Relief 96-Direct (G) Not Ranked
79.46 1.2 7.4 16.4 14.8 17.2 30.3 --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
34.86 0.8 7.4 14.3 9.6 8.3 21.2 --
SBI Magnum Tax Gain - Direct (G) Not Ranked
139.91 0.4 7.3 15.9 9.4 9.8 24.9 --
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.28 -0.3 7.3 13.7 7.1 11.5 22.4 --
SBI Tax Advantage Sr-1 (G) Not Ranked
366.67 -1.6 7.3 24.1 16.5 11.6 33.2 20.1
Can Robeco Eqty TaxSaver (G) Rank 5
761.15 0.7 7.2 14.0 9.0 7.7 20.5 15.0
LIC NOMURA Tax Plan - Direct (G) Not Ranked
3.17 0.2 7.2 17.1 8.6 9.9 23.2 --
Birla SL Tax Relief 96 (G) Rank 1
2,061.57 1.1 7.1 15.9 13.8 16.3 29.4 19.9
SBI Magnum Tax Gain (G) Rank 4
4,363.01 0.3 7.1 15.5 8.8 9.1 24.2 17.3
Edelweiss ELSS Fund (G) Not Ranked
60.44 -0.4 7.1 13.2 6.3 10.9 21.8 16.2
Birla Sun Life Tax Plan-Direct (G) Not Ranked
13.65 1.1 7.1 15.9 14.4 16.6 29.5 --
Taurus Tax Shield - Direct (G) Not Ranked
0.92 -1.2 7.0 18.9 13.8 9.8 21.2 --
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 1.1 7.0 15.7 13.2 16.1 25.8 --
LIC NOMURA Tax Plan (G) Not Ranked
56.29 0.1 7.0 16.7 7.8 9.3 22.3 15.1
Birla SL Tax Savings (G) Not Ranked
23.59 1.1 6.9 15.6 12.9 16.0 25.2 15.2
Invesco India Tax Plan - DP (G) Not Ranked
10.79 -0.5 6.9 16.4 11.8 13.6 29.6 --
Birla Sun Life Tax Plan (G) Rank 2
331.67 1.0 6.8 15.2 13.1 15.4 28.3 19.2
Sahara Taxgain - Direct (G) Not Ranked
0.85 0.3 6.8 13.3 13.4 3.6 21.1 --
Taurus Tax Shield (G) Not Ranked
55.75 -1.2 6.8 18.0 12.0 8.4 20.0 13.0
UTI Master Equity Plan (US) Not Ranked
1,537.27 -0.9 6.7 18.2 11.2 9.2 20.6 14.8
UTI Long Term Advantage S3 (G) Not Ranked
7.35 -0.6 6.7 -- -- -- -- --
Escorts Tax Plan (G) Not Ranked
3.53 -2.3 6.6 23.8 32.8 23.0 34.4 14.5
Escorts Tax Plan - Direct (G) Not Ranked
0.27 -2.3 6.6 23.8 33.0 21.9 32.8 --
Quantum Tax Saving Fund (G) Not Ranked
41.73 -1.4 6.6 16.9 23.6 10.6 22.6 17.3
Sahara Taxgain (G) Not Ranked
7.31 0.2 6.5 12.7 12.3 2.8 20.4 13.4
Invesco India Tax Plan (G) Not Ranked
276.15 -0.6 6.5 15.5 9.9 11.6 27.7 18.5
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
20.50 -0.7 6.3 16.1 11.1 12.2 25.8 --
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
164.35 -0.1 6.3 19.0 14.8 11.0 27.7 --
Union KBC Tax Saver - Direct (G) Not Ranked
3.55 0.2 6.1 13.4 4.8 6.6 18.3 --
UTI Long Term Advantage S3 (G) Not Ranked
196.54 -0.8 6.1 -- -- -- -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
394.93 -0.7 6.0 15.4 9.9 10.7 24.3 18.1
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
2,894.41 -0.2 6.0 18.2 13.4 9.8 26.4 18.9
Union KBC Tax Saver Scheme (G) Not Ranked
98.03 0.1 5.8 12.7 3.8 5.7 17.7 --
ICICI Pru RIGHT Fund (G) Not Ranked
50.09 -1.4 5.8 18.3 7.9 10.5 28.2 21.6
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.24 -0.7 5.8 13.2 8.7 11.7 23.5 --
JPMorgan Tax Advantage (G) Not Ranked
11.68 -0.8 5.6 12.6 7.6 10.2 22.0 14.4
Tata Infra Tax Saving Fund (G) Not Ranked
5.88 -1.1 5.3 15.6 11.3 10.9 24.0 10.6
Axis Long Term Equity - Direct (G) Not Ranked
413.98 -0.4 5.3 14.5 9.2 14.2 32.6 --
Axis Long Term Equity Fund (G) Rank 2
8,118.15 -0.5 5.0 13.8 8.0 12.9 30.9 22.5
UTI Long Term Advantage S2 (G) Not Ranked
117.85 -1.1 5.0 13.9 10.3 8.0 21.0 14.1
UTI Long Term Advantage (G) Not Ranked
194.92 -1.1 4.9 13.9 10.2 7.9 20.4 13.4
UTI Equity Tax Saving - Direct (G) Not Ranked
22.30 -1.1 4.8 13.5 11.0 9.4 21.1 --
Franklin (I) Tax Shield -Direct (G) Not Ranked
144.93 -0.6 4.8 13.5 11.5 14.3 27.9 --
UTI Equity Tax Saving (G) Rank 3
605.32 -1.2 4.5 12.9 9.9 8.4 20.1 14.0
Reliance ELSF - Series 1 (G) Not Ranked
105.69 -1.6 4.5 12.2 -1.8 4.7 20.7 14.8
Franklin India Tax Shield (G) Rank 2
1,947.67 -0.7 4.5 13.0 10.4 13.2 26.8 18.3
BNP Paribas Long Term Equity-DP (G) Not Ranked
5.49 -1.0 3.7 11.7 6.8 10.4 24.1 --
BNP Paribas Long Term Equity (G) Rank 3
441.69 -1.1 3.5 11.2 6.0 9.8 23.5 18.1
Tata Tax Advantage Fund-1(G) Not Ranked
71.93 2.8 -7.3 -7.3 -10.8 17.2 15.7 11.6
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 0.0 7.4 17.5 12.3 9.7 20.1 12.1

Note : Returns have been calculated based on NAV's as on Sep 30, 2016 & Index values as on Sep 30, 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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