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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 03, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
JM Tax Gain Fund -Direct (G) Not Ranked
0.11 6.3 2.8 7.3 22.8 36.0 -- --
JM Tax Gain Fund (G) Not Ranked
33.93 6.1 2.4 6.9 21.8 34.8 26.6 10.7
L&T Tax Saver Fund (G) Not Ranked
31.80 5.3 2.0 2.1 17.7 33.1 21.7 10.8
Sahara Taxgain - Direct (G) Not Ranked
0.77 4.7 1.8 -1.0 0.3 30.1 -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.90 5.1 1.6 2.7 20.8 34.7 22.5 11.1
Sahara Taxgain (G) Not Ranked
11.34 4.6 1.6 -1.2 -0.1 29.7 18.3 11.6
L&T Tax Advantage -Direct (G) Not Ranked
26.01 4.8 0.9 4.8 19.7 31.5 -- --
L&T Tax Advantage (G) Rank 4
1,596.56 4.8 0.7 4.5 18.9 30.7 22.4 13.5
Quantum Tax Saving Fund (G) Not Ranked
31.43 3.3 0.5 1.0 10.0 27.0 20.1 13.8
Principal Tax Savings - Direct Not Ranked
1.41 5.2 0.3 3.0 13.0 35.4 -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
84.46 4.7 0.3 8.0 21.4 35.6 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
11.83 5.8 0.3 5.0 20.2 29.6 -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
8.43 5.1 0.2 13.2 30.8 40.6 -- --
Principal Tax Savings Rank 3
272.55 5.1 0.2 2.7 12.4 34.8 26.2 14.1
Sundaram Tax Saver (G) Rank 4
1,227.94 5.8 0.2 4.8 19.7 29.2 21.3 12.3
SBI Magnum Tax Gain (G) Rank 3
5,212.24 4.7 0.2 7.6 20.8 35.0 25.5 14.7
Franklin (I) Tax Shield -Direct (G) Not Ranked
55.24 3.8 0.1 6.0 30.7 37.3 -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
306.46 5.0 -0.1 12.3 28.7 38.9 29.3 17.6
Franklin India Tax Shield (G) Rank 2
1,616.05 3.8 -0.1 5.6 29.6 36.3 26.3 18.0
UTI Master Equity Plan (US) Not Ranked
1,722.16 4.1 -0.3 1.4 12.7 25.2 19.9 12.2
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.85 3.7 -0.3 8.5 24.9 31.2 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
11.66 4.5 -0.4 4.5 19.6 34.7 -- --
Edelweiss ELSS Fund (G) Not Ranked
54.25 3.7 -0.4 8.3 24.3 30.6 25.3 14.8
BNP Paribas Long Term Equity-DP (G) Not Ranked
2.28 5.4 -0.5 9.2 27.8 38.6 -- --
DSP-BRTax Saver Fund (G) Rank 3
1,098.37 4.5 -0.5 4.2 18.9 34.0 26.5 14.6
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.22 4.6 -0.6 1.6 14.8 31.5 -- --
BNP Paribas Long Term Equity (G) Rank 2
348.46 5.4 -0.7 8.9 27.2 38.0 27.7 17.9
IDBI Equity Advantage -Direct (G) Not Ranked
3.75 5.2 -0.7 4.7 39.3 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
2.52 4.9 -0.7 5.9 30.9 34.5 -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
3.69 4.1 -0.7 8.0 28.6 39.3 -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
38.18 4.3 -0.7 0.7 10.6 30.0 -- --
HSBC Tax Saver Equity Fund (G) Rank 3
202.82 4.5 -0.7 1.2 14.0 30.6 23.5 14.2
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.80 4.2 -0.8 5.5 27.6 -- -- --
HDFC Long Term Advantage (G) Rank 5
1,159.04 4.3 -0.8 0.5 10.1 29.3 21.8 13.9
IDBI Equity Advantage - Reg (G) Not Ranked
267.39 5.1 -0.8 4.4 38.3 -- -- --
Kotak Tax Saver - Regular (G) Rank 3
504.50 4.8 -1.0 5.3 29.8 33.6 21.5 12.5
DWS Tax Saving Fund -Direct (G) Not Ranked
0.25 4.3 -1.0 4.6 19.1 28.9 -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
33.64 4.1 -1.0 5.2 27.2 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.19 5.1 -1.0 6.7 21.4 32.5 -- --
UTI Long Term Advantage (G) Not Ranked
232.30 4.6 -1.1 3.4 13.6 26.0 19.2 9.9
UTI Long Term Advantage S2 (G) Not Ranked
140.87 4.6 -1.1 3.4 13.6 27.6 20.1 12.1
Religare Invesco Tax Plan (G) Rank 1
230.36 3.9 -1.1 7.0 26.5 37.6 27.8 16.8
DWS Tax Saving Fund (G) Not Ranked
46.79 4.2 -1.3 4.0 18.2 28.2 23.1 10.7
ICICI Pru RIGHT Fund (G) Not Ranked
69.12 3.2 -1.4 6.5 29.5 45.5 33.6 22.4
Principal Personal Tax Saver Rank 4
373.58 3.9 -1.4 2.2 12.3 29.5 20.6 10.7
Taurus Tax Shield - Direct (G) Not Ranked
0.38 5.2 -1.4 5.7 15.0 26.2 -- --
JPMorgan Tax Advantage (G) Not Ranked
9.97 5.0 -1.6 5.4 19.2 30.8 21.7 13.2
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.00 4.9 -1.6 5.5 21.5 32.4 -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.03 1.0 -1.7 2.5 28.7 34.5 -- --
Escorts Tax Plan (G) Not Ranked
3.11 1.0 -1.7 1.9 27.7 34.4 16.4 4.0
Taurus Tax Shield (G) Not Ranked
92.36 5.0 -1.8 5.3 14.4 25.7 17.9 10.8
Birla Sun Life Tax Plan-Direct (G) Not Ranked
4.21 3.9 -1.8 6.7 29.2 38.8 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
28.00 3.9 -1.8 7.1 30.2 39.9 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 4.9 -1.9 4.9 20.6 31.7 23.6 12.5
Birla SL Tax Relief 96 (G) Rank 2
1,980.10 3.9 -1.9 6.8 29.3 38.9 29.0 13.9
Birla SL Tax Savings (G) Not Ranked
27.12 4.0 -1.9 6.6 24.7 31.9 22.3 12.4
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 3.8 -2.0 6.3 24.9 32.9 -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
11.03 4.4 -2.0 3.8 17.4 28.0 -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
46.36 4.8 -2.0 4.6 19.8 30.8 22.9 12.0
Birla Sun Life Tax Plan (G) Rank 3
233.91 3.8 -2.0 6.2 28.0 37.6 28.1 16.4
Axis Long Term Equity - Direct (G) Not Ranked
83.73 3.9 -2.0 6.8 31.8 45.7 -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.14 4.3 -2.2 -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
2.66 4.2 -2.3 -- -- -- -- --
UTI Equity Tax Saving (G) Rank 3
575.71 4.4 -2.3 3.3 16.4 27.1 20.0 12.0
Union KBC Tax Saver - Direct (G) Not Ranked
1.63 4.4 -2.3 1.0 16.1 26.7 -- --
Axis Long Term Equity Fund (G) Rank 1
4,161.99 3.8 -2.3 6.2 30.0 43.9 33.6 22.3
SBI Tax Advantage Sr-1 (G) Not Ranked
413.91 3.9 -2.4 5.8 23.3 42.3 29.1 14.2
HDFC Tax Saver - Direct (G) Not Ranked
146.68 3.1 -2.4 -2.4 8.2 34.5 -- --
Union KBC Tax Saver Scheme (G) Not Ranked
82.56 4.3 -2.4 0.6 15.5 26.3 22.6 --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
1.17 2.8 -2.5 3.6 25.9 33.6 -- --
HDFC Tax Saver (G) Rank 5
5,000.51 3.1 -2.5 -2.6 7.7 33.8 21.7 12.8
LIC NOMURA Tax Plan (G) Not Ranked
43.99 2.8 -2.5 3.5 25.1 32.6 22.9 12.7
Reliance ELSF - Series 1 (G) Not Ranked
135.34 2.6 -2.7 -3.3 16.3 32.2 20.8 13.2
Tata Tax Saving Fund - Direct (G) Not Ranked
16.83 3.0 -2.8 6.7 -- -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
78.34 2.3 -2.8 1.0 12.5 37.5 -- --
Tata Infra Tax Saving Fund (G) Not Ranked
7.36 4.3 -2.9 1.5 14.4 28.2 15.5 4.2
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.94 3.0 -2.9 6.0 -- -- -- --
ICICI Pru Tax Plan (G) Rank 3
2,477.60 2.2 -2.9 0.5 11.6 36.4 24.7 15.3
Tata Tax Saving Fund - Plan A (D) Rank 3
187.63 2.9 -3.0 1.5 13.4 24.4 19.5 12.5
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
25.51 4.5 -3.0 2.7 17.0 29.8 -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
1.86 3.4 -3.0 -- -- -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
887.30 4.5 -3.1 2.4 16.5 29.2 21.0 13.8
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
25.48 3.4 -3.2 -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.29 3.2 -3.3 1.9 16.8 -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.29 3.2 -3.3 -- -- -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
55.72 3.3 -3.6 1.0 20.2 42.5 32.1 --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
42.14 3.1 -3.7 1.3 14.7 -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.14 3.1 -3.7 -- -- -- -- --
Religare Invesco AGILE Tax (G) Not Ranked
5.66 4.2 -4.0 -1.3 6.1 12.0 11.3 8.9
Tata Tax Advantage Fund-1(G) Not Ranked
103.20 2.9 -4.2 4.5 21.3 30.1 22.4 14.4
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
107.42 3.3 -4.7 -0.3 19.7 47.4 -- --
IDFC Tax Saver Fund (G) Not Ranked
39.50 3.2 -4.7 6.2 16.2 25.6 22.2 13.1
Reliance Tax Saver (ELSS) (G) Rank 2
4,094.47 3.3 -4.8 -0.7 18.7 46.4 29.8 18.7
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 4.0 -1.5 3.5 18.1 28.5 19.7 10.8

Note : Returns have been calculated based on NAV's as on Jul 03, 2015 & Index values as on Jul 03, 2015

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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