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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 Jul 28, 2014
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 -2.4 30.4 59.5 83.6 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 -2.5 30.2 58.9 82.4 33.9 20.9 20.2
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 -0.8 26.1 -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 -0.8 26.0 -- -- -- -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 1.0 25.6 46.4 66.1 33.0 16.3 13.2
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 -0.9 24.1 45.7 65.2 36.6 -- --
Axis Long Term Equity - Direct (G) Not Ranked
23.80 4.2 24.0 44.0 63.3 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 4.1 23.6 42.9 61.3 37.1 23.0 --
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 1.4 23.5 37.0 46.9 -- -- --
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 1.4 23.4 36.8 46.6 28.3 18.6 16.7
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 2.0 23.1 38.0 54.1 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 1.2 23.0 36.0 -- -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 1.2 22.9 35.6 -- -- -- --
Religare Invesco Tax Plan (G) Rank 2
159.04 1.9 22.8 37.1 52.6 29.2 16.3 17.9
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 0.8 22.4 37.0 49.8 -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 -2.0 22.4 44.8 44.9 14.5 5.2 4.5
DSP-BRTax Saver Fund (G) Rank 3
808.27 0.7 22.3 36.8 49.0 29.2 17.1 16.8
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 1.6 22.3 35.3 50.0 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 -0.6 22.2 42.9 51.9 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 1.5 22.1 34.8 48.9 29.2 15.1 13.5
HDFC Tax Saver - Direct (G) Not Ranked
74.77 -2.6 22.1 43.2 62.6 -- -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 1.5 22.0 34.5 48.8 -- -- --
JM Tax Gain Fund (G) Not Ranked
31.40 -0.7 22.0 42.0 50.4 27.9 14.0 9.9
HDFC Tax Saver (G) Rank 3
4,036.36 -2.6 21.9 42.7 61.6 28.3 14.4 17.1
Birla Sun Life Tax Plan (G) Rank 3
135.05 1.5 21.8 34.0 47.7 28.5 15.6 14.4
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 2.3 21.4 42.2 62.1 37.0 22.0 --
Sahara Taxgain - Direct (G) Not Ranked
0.49 -5.1 21.3 37.8 54.9 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 -5.2 21.2 37.6 54.4 25.0 15.0 15.8
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 1.4 20.7 36.2 50.8 -- -- --
Principal Tax Savings - Direct Not Ranked
0.40 -1.3 20.5 38.4 58.0 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 1.4 20.5 35.9 50.1 27.1 17.2 14.5
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 -1.1 20.4 38.1 62.9 -- -- --
Principal Tax Savings Rank 2
227.71 -1.3 20.4 38.2 57.5 31.9 19.7 14.7
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 2.1 20.3 32.0 47.6 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,840.90 -1.2 20.2 37.5 61.7 30.5 17.9 19.9
IDFC Tax Advantage (ELSS) (G) Rank 3
194.72 2.0 20.0 31.4 46.4 29.4 17.5 17.6
UTI Long Term Advantage S2 (G) Not Ranked
125.42 0.3 19.9 33.8 42.1 23.7 13.4 13.8
Tata Tax Saving Fund - Direct Not Ranked
1.47 1.3 19.9 32.2 38.5 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
113.38 -1.0 19.8 33.2 49.5 22.4 14.7 17.1
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 3.2 19.8 30.3 41.2 -- -- --
UTI Long Term Advantage (G) Not Ranked
204.16 0.3 19.7 33.4 39.7 22.2 11.9 11.2
Tata Tax Saving Fund Rank 3
144.15 1.2 19.7 31.7 35.5 22.0 13.4 13.6
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 0.9 19.7 32.7 41.2 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 0.9 19.5 32.4 40.6 23.5 14.5 17.0
LIC NOMURA Tax Plan (G) Not Ranked
30.84 3.1 19.5 29.7 39.8 23.6 12.4 10.2
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 1.5 19.3 31.2 38.7 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 1.5 19.2 31.0 38.5 27.0 -- --
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 -0.4 19.2 23.8 31.4 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 -0.5 19.0 23.2 30.3 15.5 6.9 6.1
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 1.2 19.0 36.5 52.0 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.12 0.2 18.9 32.5 38.8 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 0.6 18.9 32.5 40.6 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 -0.9 18.8 38.4 51.2 -- -- --
HDFC Long Term Advantage (G) Rank 3
967.64 1.1 18.8 36.1 51.2 28.6 16.0 17.2
Kotak Tax Saver (G) Rank 5
369.34 0.2 18.8 32.2 38.2 17.8 9.9 11.1
JPMorgan Tax Advantage (G) Not Ranked
5.99 0.5 18.7 32.0 39.4 22.1 12.1 13.8
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 -1.0 18.6 38.0 50.2 27.4 17.5 15.3
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 1.5 18.6 33.5 44.9 -- -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 1.0 18.4 32.7 41.1 -- -- --
Franklin India Tax Shield (G) Rank 3
1,133.25 1.5 18.4 33.1 43.9 25.2 16.0 17.3
Escorts Tax Plan - Direct (G) Not Ranked
0.01 4.2 18.2 35.9 43.4 -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 0.7 18.1 29.6 37.6 -- -- --
ING Tax Saving (G) Not Ranked
23.44 0.9 18.1 31.8 39.3 21.6 10.1 13.5
Escorts Tax Plan (G) Not Ranked
2.72 4.1 18.0 35.5 44.3 14.5 -0.1 2.8
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 1.0 17.9 31.9 37.8 -- -- --
UTI Equity Tax Saving (G) Rank 4
453.64 0.7 17.9 29.2 36.9 22.4 12.5 12.4
L&T Tax Advantage -Direct (G) Not Ranked
14.49 0.3 17.8 32.6 40.6 -- -- --
DWS Tax Saving Fund (G) Not Ranked
42.77 1.0 17.7 31.8 37.4 24.9 12.3 11.2
Taurus Tax Shield - Direct (G) Not Ranked
0.26 0.2 17.7 30.4 37.7 -- -- --
L&T Tax Advantage (G) Rank 4
1,262.67 0.3 17.7 32.2 39.8 23.6 13.3 16.1
Taurus Tax Shield (G) Not Ranked
90.33 0.2 17.6 30.2 37.2 20.2 11.2 12.0
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 1.2 17.6 29.2 38.2 22.3 13.3 14.5
Principal Personal Tax Saver Rank 4
353.73 0.4 17.6 33.0 46.0 24.3 13.7 12.4
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 -0.7 17.5 30.6 38.2 -- -- --
Sundaram Tax Saver (G) Rank 5
1,139.83 -0.7 17.4 30.4 37.8 20.8 12.8 11.0
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 0.4 17.1 28.8 41.3 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 0.4 17.1 28.6 41.0 24.4 13.6 12.0
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 0.3 16.8 28.2 40.1 23.7 13.1 11.6
UTI Master Equity Plan (US) Not Ranked
1,428.55 0.2 16.8 29.0 37.8 23.3 13.0 12.8
Quantum Tax Saving Fund (G) Not Ranked
20.43 -1.2 16.5 32.7 43.7 25.3 16.7 18.4
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 0.8 15.9 27.4 36.6 -- -- --
L&T Tax Saver Fund (G) Not Ranked
28.82 -0.9 15.9 30.4 44.5 22.7 11.6 10.6
Edelweiss ELSS Fund (G) Not Ranked
32.96 0.7 15.8 27.1 36.1 25.4 14.5 13.6
IDFC Tax Saver Fund (G) Not Ranked
34.86 1.1 14.8 25.6 34.1 24.3 14.6 15.2
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 0.1 14.1 27.2 45.0 22.4 12.3 14.5
Religare Invesco AGILE Tax (G) Not Ranked
6.19 1.8 5.9 10.6 20.4 14.7 9.5 9.3
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 0.5 19.5 32.9 43.2 14.1 7.5 7.0

Note : Returns have been calculated based on NAV's as on Jul 28, 2014 & Index values as on Jul 28, 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.

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