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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 Dec 09, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Oct 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Motilal MOSt Long Term Fund -DP (G) Not Ranked
8.45 -1.3 -0.6 14.0 21.9 -- -- --
Motilal MOSt Long Term Fund -RP (G) Not Ranked
144.74 -1.5 -1.0 13.1 20.0 -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
278.01 -- -1.8 11.0 14.5 2.9 18.0 --
SBI Tax Advantage Sr-2 (G) Not Ranked
30.14 -1.8 -2.0 13.4 22.7 10.7 29.6 --
HDFC Tax Saver (G) Rank 5
4,916.70 -0.1 -2.0 10.6 13.7 2.3 17.4 15.4
Sponsored Advt.
DSP-BRTax Saver Fund (G) Rank 2
1,342.95 -2.7 -5.2 9.2 18.0 10.0 22.5 20.8
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.32 -1.6 -2.2 10.6 -- -- -- --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
20.22 -1.7 -2.3 10.4 -- -- -- --
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
4.71 -2.9 -2.4 11.6 -- -- -- --
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.87 -2.5 -2.7 11.1 19.2 -- -- --
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
26.75 -2.5 -2.8 10.9 18.8 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
67.55 -1.8 -3.0 7.4 18.5 6.1 18.0 --
L&T Tax Advantage -Direct (G) Not Ranked
45.22 -1.8 -3.2 7.8 15.3 8.1 19.2 --
HDFC Long Term Advantage (G) Rank 4
1,149.50 -1.9 -3.2 7.1 17.7 5.5 17.3 16.8
Quantum Tax Saving Fund (G) Not Ranked
47.29 0.2 -3.3 8.1 20.7 8.1 17.7 17.5
L&T Tax Advantage (G) Rank 3
1,690.41 -1.8 -3.3 7.4 14.5 7.4 18.5 16.2
Escorts Tax Plan (G) Not Ranked
3.53 -3.5 -4.0 7.1 22.3 16.5 29.8 16.7
Escorts Tax Plan - Direct (G) Not Ranked
0.44 -3.5 -4.0 7.0 22.5 15.6 28.2 --
Reliance ELSF - Series 1 (G) Not Ranked
112.74 -2.1 -4.0 4.6 3.2 -1.5 15.6 16.2
Invesco India AGILE Tax (G) Not Ranked
4.55 -0.8 -4.4 8.8 7.1 -0.2 5.9 7.8
L&T Tax Saver Fund (G) Not Ranked
28.47 -3.1 -4.6 8.8 16.1 10.1 21.4 17.5
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
2.07 -3.3 -4.6 9.1 19.5 -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
39.19 -3.3 -4.6 9.1 19.3 -- -- --
UTI LTEF (Tax Saving) - Direct (G) Not Ranked
26.08 -1.2 -4.7 4.2 11.6 4.7 16.4 --
ICICI Pru RIGHT Fund (G) Not Ranked
52.14 -2.3 -4.8 6.5 9.6 5.0 21.2 21.7
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
286.90 -1.3 -4.8 7.7 13.2 3.6 26.9 --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
30.10 -2.6 -4.9 9.7 18.8 10.7 23.3 --
UTI LTEF (Tax Saving) (G) Rank 3
673.64 -1.2 -4.9 3.7 10.4 3.7 15.4 14.3
Reliance Tax Saver (ELSS) (G) Rank 3
5,324.76 -1.3 -5.0 7.3 12.4 2.9 26.0 22.0
Sahara Taxgain - Direct (G) Not Ranked
0.90 -1.3 -5.0 5.6 9.2 1.8 14.8 --
UTI Long Term Advantage (G) Not Ranked
209.99 -1.4 -5.2 3.7 10.3 3.5 15.6 13.6
DSP-BRTax Saver Fund (G) Rank 2
1,342.95 -2.7 -5.2 9.2 18.0 10.0 22.5 20.8
UTI Long Term Advantage S2 (G) Not Ranked
126.56 -1.4 -5.2 3.7 10.4 3.5 15.8 14.1
Kotak Tax Saver - Direct (G) Not Ranked
7.71 -3.4 -5.2 8.7 14.9 7.7 22.0 --
Sahara Taxgain (G) Not Ranked
7.46 -1.4 -5.3 5.1 8.2 1.0 14.1 13.5
L&T Long Term Adv. Fund - I (G) Not Ranked
2.02 -3.3 -5.3 8.1 16.6 10.2 21.6 18.3
Invesco India Tax Plan - DP (G) Not Ranked
12.61 -1.4 -5.3 4.7 11.8 8.4 22.8 --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
45.43 -3.3 -5.5 8.7 17.5 -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
3.33 -3.2 -5.4 8.8 17.6 -- -- --
Kotak Tax Saver - Regular (G) Rank 4
488.27 -3.6 -5.5 7.9 13.2 6.2 20.6 15.9
Invesco India Tax Plan (G) Not Ranked
310.46 -1.5 -5.7 3.9 10.0 6.6 21.0 18.8
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
39.55 -3.6 -5.7 3.3 6.6 2.1 15.1 --
Franklin (I) Tax Shield -Direct (G) Not Ranked
172.92 -2.4 -5.8 3.1 11.1 7.6 21.6 --
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
199.18 -3.4 -5.9 6.8 10.5 6.1 19.9 --
Can Robeco Eqty TaxSaver (G) Rank 5
796.26 -3.7 -5.9 3.0 6.0 1.6 14.5 14.4
Birla Sun Life Tax Plan-Direct (G) Not Ranked
16.55 -3.4 -5.9 2.5 9.3 7.6 21.8 --
UTI Long Term Advantage S3 (G) Not Ranked
8.01 -0.2 -6.0 6.1 -- -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
2.06 -3.1 -6.0 6.2 13.3 8.2 -- --
Franklin India Tax Shield (G) Rank 2
2,170.83 -2.4 -6.0 2.6 10.0 6.6 20.5 18.2
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 -3.4 -6.0 2.2 8.5 6.6 19.2 --
Birla SL Tax Relief 96-Direct (G) Not Ranked
98.11 -3.5 -6.0 2.7 9.5 8.0 22.4 --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
38.27 -3.1 -6.0 6.2 13.2 8.0 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 -3.6 -6.0 5.7 11.1 3.6 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
5.62 -3.6 -6.0 5.7 11.1 -- -- --
Birla SL Tax Savings (G) Not Ranked
24.92 -3.5 -6.1 2.1 8.2 6.5 18.7 14.6
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
3,296.21 -3.5 -6.2 6.1 9.1 4.9 18.7 18.6
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
52.81 -3.7 -6.2 5.3 10.3 -- -- --
Birla Sun Life Tax Plan (G) Rank 2
374.81 -3.5 -6.2 1.9 8.0 6.5 20.6 19.0
Birla SL Tax Relief 96 (G) Rank 1
2,275.47 -3.5 -6.2 2.2 8.5 7.2 21.5 19.5
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.10 -3.7 -6.2 5.3 10.3 2.7 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
4.03 -2.5 -6.3 2.8 5.4 -0.1 12.9 --
HSBC Tax Saver Equity -Direct (G) Not Ranked
2.34 -4.0 -6.3 3.2 12.1 4.9 19.0 --
Tata Infra Tax Saving Fund (G) Not Ranked
6.34 -2.2 -6.3 4.3 9.5 3.7 17.1 11.5
HSBC Tax Saver Equity Fund (G) Not Ranked
174.22 -4.1 -6.5 2.9 11.4 4.2 18.2 17.5
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.38 -3.5 -6.4 4.2 5.9 5.3 16.5 --
Taurus Tax Shield - Direct (G) Not Ranked
1.00 -2.5 -6.5 4.3 12.1 5.5 14.2 --
UTI Long Term Advantage S3 (G) Not Ranked
213.30 -0.4 -6.5 4.9 -- -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
115.04 -2.6 -6.6 2.1 4.2 -1.0 12.1 --
Sundaram Tax Saver -Direct (G) Not Ranked
22.99 -3.9 -6.6 5.0 13.4 7.3 18.7 --
Taurus Tax Shield (G) Not Ranked
56.92 -2.5 -6.6 3.9 10.6 4.1 13.1 12.7
SBI Magnum Tax Gain - Direct (G) Not Ranked
162.70 -2.4 -6.6 3.0 8.0 4.7 18.1 --
Principal Tax Savings - Direct Not Ranked
2.55 -3.6 -6.6 8.1 14.2 6.4 19.6 --
Edelweiss ELSS Fund (G) Not Ranked
65.36 -3.5 -6.6 3.8 5.2 4.7 15.9 15.8
Sundaram Tax Saver (G) Rank 3
1,309.13 -3.9 -6.7 4.9 13.1 6.9 18.3 16.0
Principal Tax Savings Rank 3
276.82 -3.6 -6.7 7.9 13.6 5.8 19.1 19.7
SBI Magnum Tax Gain (G) Rank 4
4,743.99 -2.4 -6.8 2.7 7.3 4.1 17.4 16.9
Principal Personal Tax Saver Rank 4
324.43 -3.2 -6.8 5.2 10.4 3.9 15.6 15.1
UTI Master Equity Plan (US) Not Ranked
1,692.46 -2.8 -6.9 3.7 9.5 3.8 14.3 14.2
LIC NOMURA Tax Plan - Direct (G) Not Ranked
3.80 -3.4 -7.0 3.9 10.1 2.7 16.3 --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.28 -9.0 -7.0 2.3 2.7 3.1 17.4 --
JM Tax Gain Fund -Direct (G) Not Ranked
0.49 -2.9 -7.1 7.6 14.8 6.4 20.0 --
Tata India Tax Savings Fund - Direct (G) Not Ranked
134.32 -4.6 -7.1 3.2 10.9 10.6 -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
23.64 -4.3 -7.1 3.2 9.3 6.9 18.9 --
LIC NOMURA Tax Plan (G) Not Ranked
64.61 -3.5 -7.1 3.5 9.4 2.1 15.5 14.5
BOI AXA Tax Advantage - Direct (G) Not Ranked
2.49 -4.8 -7.2 3.3 7.1 4.4 16.0 --
JPMorgan Tax Advantage (G) Not Ranked
12.50 -9.0 -7.3 1.8 1.7 1.6 16.0 13.8
IDBI Equity Advantage -Direct (G) Not Ranked
11.24 -5.4 -7.3 1.3 6.0 4.5 24.0 --
Tata India Tax Savings Fund - Reg (G) Not Ranked
245.47 -4.7 -7.3 2.7 9.9 9.3 -- --
Tata Tax Advantage Fund-1(G) Not Ranked
71.93 2.8 -7.3 -7.3 -10.8 17.2 15.7 11.6
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
442.10 -4.3 -7.3 2.6 8.1 5.6 17.4 17.9
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.49 -4.8 -7.4 2.9 6.2 3.4 15.2 15.1
IDBI Equity Advantage - Reg (G) Not Ranked
520.17 -5.5 -7.4 0.8 5.1 3.7 23.1 --
Axis Long Term Equity - Direct (G) Not Ranked
505.95 -3.6 -7.5 0.5 7.0 6.1 23.7 --
BOI AXA Tax Advtg -RP (G) Not Ranked
57.31 -4.9 -7.6 2.5 5.4 2.7 14.4 14.4
JM Tax Gain Fund (G) Not Ranked
29.28 -3.1 -7.6 6.3 12.2 4.4 18.1 16.5
Axis Long Term Equity Fund (G) Rank 2
9,518.03 -3.6 -7.8 -- 5.8 4.9 22.2 21.7
SBI Tax Advantage Sr-1 (G) Not Ranked
403.20 -4.0 -7.9 2.7 13.0 7.3 24.8 20.0
IDFC Tax Saver Fund (G) Not Ranked
32.56 -4.8 -8.5 1.8 11.0 1.1 11.1 13.5
DHFL Pramerica Tax Plan -Direct (G) Not Ranked
1.29 -3.4 -8.8 2.2 13.0 5.4 17.1 --
DHFL Pramerica Tax Plan (G) Not Ranked
43.24 -3.5 -9.1 1.5 11.5 4.0 16.1 15.2
BNP Paribas Long Term Equity-DP (G) Not Ranked
6.31 -5.0 -9.5 -2.2 2.9 3.4 18.0 --
BNP Paribas Long Term Equity (G) Rank 3
488.12 -5.0 -9.7 -2.6 2.1 2.7 17.4 17.2
UTI Long Term Advantage S4 (G) Not Ranked
0.00 -- -- -- -- -- -- --
UTI Long Term Advantage S4 (G) Not Ranked
0.00 -- -- -- -- -- -- --
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 -2.9 -5.8 4.9 10.6 4.8 15.2 12.2

Note : Returns have been calculated based on NAV's as on Dec 09, 2016 & Index values as on Dec 09, 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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