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 May 26, 2017
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.)
Mar 17
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
Reliance Tax Saver (ELSS) (G) Rank 3
6,327.36 1.7 7.7 20.1 29.9 10.4 18.5 22.9
IDFC Tax Adv. (ELSS) -Direct (G) Rank 3
27.93 2.6 13.0 26.4 31.4 11.9 21.3 --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
487.12 2.6 12.6 25.7 29.9 10.7 19.7 23.1
JM Tax Gain Fund -Direct (G) Not Ranked
0.56 1.7 12.2 27.0 35.7 14.8 19.4 --
JM Tax Gain Fund (G) Not Ranked
28.63 1.6 11.8 25.9 33.0 12.4 17.4 21.3
Principal Tax Savings - Direct Rank 1
3.10 1.9 11.8 24.5 35.8 16.3 17.7 --
Sponsored Advt.
DSP-BRTax Saver Fund (G) Rank 1
1,757.06 1.7 8.4 17.8 31.2 16.6 19.8 23.1
Principal Tax Savings Rank 1
287.63 1.9 11.7 24.3 35.3 15.8 17.2 22.9
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
13.18 2.7 11.5 25.2 41.5 -- -- --
L&T Tax Advantage -Direct (G) Rank 2
52.44 1.6 11.4 22.5 32.7 16.3 19.3 --
L&T Long Term Adv. Fund - I (G) Not Ranked
2.06 3.1 11.3 23.2 32.9 19.0 21.0 22.2
L&T Tax Saver Fund (G) Not Ranked
28.44 2.7 11.2 21.9 32.7 18.4 20.0 21.5
L&T Tax Advantage (G) Not Ranked
1,877.83 1.6 11.1 22.0 31.8 15.5 18.5 20.2
Motilal MOSt Long Term Fund -DP (G) Not Ranked
18.18 1.0 11.0 26.6 42.2 22.2 -- --
DHFL Pramerica Tax Plan -Direct (G) Not Ranked
1.30 2.3 10.9 24.0 28.1 14.2 17.9 --
Taurus Tax Shield - Direct (G) Not Ranked
1.03 2.3 10.7 21.8 28.4 12.8 15.0 --
HSBC Tax Saver Equity -Direct (G) Not Ranked
2.59 1.6 10.7 27.2 31.7 15.8 18.1 --
Tata India Tax Savings Fund - Direct (G) Rank 2
229.31 0.6 10.6 22.1 28.4 16.5 -- --
Motilal MOSt Long Term Fund -RP (G) Not Ranked
235.21 0.9 10.6 25.6 40.1 20.4 -- --
UTI Long Term Advantage S4 (G) Not Ranked
3.49 1.3 10.6 -- -- -- -- --
Taurus Tax Shield (G) Not Ranked
52.84 2.3 10.6 21.6 27.5 11.4 13.9 16.6
DHFL Pramerica Tax Plan (G) Not Ranked
41.46 2.2 10.5 23.1 26.4 12.7 16.5 20.2
HSBC Tax Saver Equity Fund (G) Not Ranked
174.33 1.5 10.5 26.7 30.8 15.0 17.3 21.7
Tata India Tax Savings Fund - Reg (G) Rank 2
283.59 0.5 10.3 21.5 27.1 15.3 -- --
BNP Paribas Long Term Equity-DP (G) Rank 5
6.80 1.4 10.3 20.2 17.9 8.2 16.8 --
BNP Paribas Long Term Equity (G) Rank 5
491.01 1.3 10.1 19.6 16.9 7.5 16.0 20.1
Tata Infra Tax Saving Fund (G) Not Ranked
6.07 -1.8 10.1 19.3 27.1 10.2 13.5 15.0
UTI Long Term Advantage S4 (G) Not Ranked
79.60 1.1 10.0 -- -- -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
42.65 1.3 9.9 19.1 23.6 8.6 14.1 --
Edelweiss Tax Advantage -Direct (G) Not Ranked
0.42 2.5 9.8 19.7 20.7 9.6 15.4 --
IDBI Equity Advantage -Direct (G) Not Ranked
13.50 -0.4 9.7 18.8 21.0 9.0 22.9 --
Edelweiss Tax Advantage (G) Not Ranked
11.84 2.4 9.7 19.4 19.9 8.6 14.1 17.2
Can Robeco Eqty TaxSaver (G) Not Ranked
770.73 1.2 9.7 18.7 22.7 7.9 13.5 17.0
Axis Long Term Equity - Direct (G) Rank 4
660.07 1.2 9.5 17.4 19.0 9.3 20.7 --
IDBI Equity Advantage - Reg (G) Not Ranked
536.84 -0.5 9.2 17.9 19.6 7.9 21.8 --
Axis Long Term Equity Fund (G) Rank 4
10,675.84 1.1 9.2 16.8 17.7 8.1 19.3 24.5
HDFC Tax Saver - Direct (G) Rank 3
342.52 2.1 9.2 20.7 36.8 12.7 14.0 --
BOI AXA Tax Advantage - Direct (G) Not Ranked
3.03 1.1 9.1 19.6 25.0 10.0 15.6 --
Sundaram Tax Saver -Direct (G) Rank 3
28.60 0.1 9.0 22.3 30.3 15.1 18.6 --
HDFC Tax Saver (G) Not Ranked
5,359.88 2.0 9.0 20.3 35.9 12.0 13.4 19.0
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.43 1.0 8.9 19.2 24.1 9.1 14.7 18.8
Birla Sun Life Tax Plan-Direct (G) Not Ranked
25.01 -1.3 8.9 19.3 21.5 11.9 21.0 --
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.49 0.2 8.9 20.1 26.2 9.2 16.9 --
Sundaram Tax Saver (G) Rank 3
1,386.92 -- 8.9 22.0 29.8 14.7 18.2 19.5
HDFC Long Term Advant. - Direct (G) Rank 2
82.98 2.1 8.9 20.6 30.6 15.5 16.2 --
Birla SL Tax Relief 96-Direct (G) Not Ranked
155.77 -1.3 8.8 19.6 21.9 12.2 21.6 --
UTI Long Term Advantage S3 (G) Not Ranked
8.60 -0.4 8.8 25.4 30.3 -- -- --
DSP-BRTax Saver Fund -Direct (G) Rank 1
98.68 1.8 8.8 18.6 32.6 17.6 20.7 --
BOI AXA Tax Advtg -RP (G) Not Ranked
63.64 1.0 8.7 18.8 23.2 8.3 13.9 18.0
HDFC Long Term Advantage (G) Rank 2
1,215.99 2.0 8.7 20.2 29.7 14.7 15.5 19.7
Edelweiss ELSS Fund (G) Not Ranked
63.66 0.1 8.6 19.6 25.2 8.4 16.2 18.8
Birla SL Tax Relief 96 (G) Not Ranked
2,579.70 -1.3 8.6 19.0 20.8 11.3 20.6 22.8
Birla Sun Life Tax Plan (G) Not Ranked
426.94 -1.4 8.6 18.6 20.0 10.7 19.8 22.0
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.93 0.9 8.5 17.3 32.0 12.2 -- --
Kotak Tax Saver - Direct (G) Rank 2
10.94 0.1 8.5 21.0 33.2 14.2 21.6 --
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
28.45 0.9 8.4 17.1 31.5 11.8 -- --
DSP-BRTax Saver Fund (G) Rank 1
1,757.06 1.7 8.4 17.8 31.2 16.6 19.8 23.1
UTI Long Term Advantage S3 (G) Not Ranked
226.23 -0.5 8.2 24.1 27.4 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
114.40 1.2 8.1 20.0 26.4 7.0 13.2 16.1
LIC Tax Plan - Direct (G) Not Ranked
4.95 1.8 8.2 18.9 23.7 7.0 16.5 --
Invesco India Tax Plan - DP (G) Rank 3
15.88 2.6 8.1 18.6 24.4 12.4 20.7 --
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 -1.4 8.1 19.0 20.8 11.0 17.1 --
Kotak Tax Saver - Regular (G) Rank 2
529.67 -- 8.1 20.0 31.1 12.5 20.0 19.2
Birla SL Tax Savings (G) Not Ranked
24.14 -1.5 8.0 19.1 20.8 10.9 16.9 18.4
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
379.90 1.8 8.0 20.7 31.0 11.2 19.4 --
LIC Tax Plan (G) Not Ranked
76.33 1.7 7.8 18.2 22.5 6.2 15.6 17.5
SBI Magnum Tax Gain - Direct (G) Not Ranked
196.00 1.8 7.8 16.8 22.2 8.0 15.3 --
Sahara Taxgain - Direct (G) Not Ranked
0.84 0.6 7.8 19.2 27.3 11.0 10.4 --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
6.22 -0.5 7.8 18.3 25.8 9.8 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.02 -0.5 7.8 18.3 25.8 9.8 15.1 --
Reliance Tax Saver (ELSS) (G) Rank 3
6,327.36 1.7 7.7 20.1 29.9 10.4 18.5 22.9
Invesco India Tax Plan (G) Rank 3
338.65 2.5 7.7 17.5 22.3 10.5 18.7 21.6
SBI Magnum Tax Gain (G) Not Ranked
4,920.52 1.8 7.6 16.5 21.5 7.4 14.6 18.8
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.10 -0.5 7.5 17.9 24.8 8.8 13.8 --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
68.21 -0.5 7.5 17.9 24.8 8.8 -- --
Sahara Taxgain (G) Not Ranked
7.07 0.5 7.5 18.5 26.0 9.9 9.6 15.8
UTI Long Term Advantage S2 (G) Not Ranked
125.50 0.6 7.2 18.8 23.8 10.6 13.8 17.4
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.35 0.3 7.2 17.8 31.7 -- -- --
UTI LTEF (Tax Saving) - Direct (G) Rank 3
31.62 0.4 7.1 18.7 24.1 11.7 15.7 --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
21.85 0.3 7.1 17.6 31.3 -- -- --
Principal Personal Tax Saver Not Ranked
311.05 2.2 7.1 15.5 23.7 9.4 12.4 17.4
Escorts Tax Plan - Direct (G) Not Ranked
1.14 -0.4 7.0 16.9 23.9 18.4 25.6 --
Escorts Tax Plan (G) Not Ranked
3.97 -0.4 7.0 16.9 23.9 18.3 25.1 19.1
UTI LTEF (Tax Saving) (G) Rank 3
705.59 0.3 6.8 18.1 22.8 10.6 14.6 17.4
UTI Master Equity Plan (US) Not Ranked
1,708.15 1.4 6.7 19.0 24.6 11.8 14.0 18.0
Union Tax Saver - Direct (G) Not Ranked
4.55 -0.1 6.6 14.5 16.6 4.4 10.2 --
ICICI Pru RIGHT Fund (G) Not Ranked
50.84 1.9 6.6 17.4 26.8 8.0 18.9 23.7
Invesco India AGILE Tax (G) Not Ranked
4.47 -- 6.5 16.8 24.1 7.5 8.6 10.1
Union Tax Saver Scheme (G) Not Ranked
132.72 -0.2 6.3 14.0 15.3 3.4 9.3 15.6
Mahindra MF KBY - DP (G) Not Ranked
2.13 1.8 5.9 14.0 -- -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
29.65 1.6 5.7 18.5 34.0 15.8 22.5 26.0
Franklin (I) Tax Shield -Direct (G) Rank 3
225.79 0.6 5.2 15.1 18.5 10.6 19.4 --
Mahindra MF KBY - RP (G) Not Ranked
113.56 1.6 5.2 12.7 -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
3.42 0.4 5.1 12.7 24.9 11.2 -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
46.56 0.4 5.1 12.7 24.9 11.0 -- --
Franklin India Tax Shield (G) Rank 3
2,378.99 0.5 5.0 14.5 17.3 9.6 18.3 20.4
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
2.16 0.4 4.9 14.3 27.2 14.7 -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
40.93 0.4 4.9 14.3 27.1 14.5 -- --
Quantum Tax Saving Fund - D(G) Not Ranked
48.14 2.3 4.6 14.3 24.2 14.1 15.1 19.3
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
2.09 0.6 4.0 11.9 22.0 9.5 20.6 --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
38.99 0.6 4.0 11.9 21.9 9.4 20.4 --
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 3
252.79 -0.9 4.0 13.3 22.6 10.8 14.8 --
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
3,653.89 -1.0 3.6 12.6 21.0 9.4 13.5 20.3
SBI Tax Advantage Sr-1 (G) Not Ranked
390.16 -0.2 3.2 11.8 18.4 8.4 17.9 21.1
UTI Long Term Advantage S5 (G) Not Ranked
0.05 -1.8 -- -- -- -- -- --
UTI Long Term Advantage S5 (G) Not Ranked
1.40 -2.0 -- -- -- -- -- --
SBI LTAF-Sr-4 Regular- Direct (G) Not Ranked
0.10 -1.0 -- -- -- -- -- --
SBI LTAF-Sr-4 Regular (G) Not Ranked
1.11 -1.1 -- -- -- -- -- --
Quantum Tax Saving Fund - (G) Not Ranked
0.00 2.2 -- -- -- -- -- --
CATEGORY AVERAGE 0.8 7.7 17.4 23.4 10.0 13.0 13.6

Note : Returns have been calculated based on NAV's as on May 26, 2017 & Index values as on May 26, 2017

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)
Follow us on
Available On