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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 Feb 28, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Tata Tax Saving Fund - Direct (G) Not Ranked
2.73 1.1 11.8 -- -- -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
20.10 0.6 11.7 27.2 71.7 41.7 -- --
Birla SL Tax Relief 96 (G) Rank 2
1,788.89 0.6 11.5 26.7 70.3 40.6 29.5 15.8
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.64 0.5 11.4 26.6 70.0 40.7 -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.02 -0.2 11.3 25.5 74.3 35.4 -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 0.5 11.2 24.2 63.9 33.2 -- --
Birla Sun Life Tax Plan (G) Rank 3
188.94 0.5 11.1 25.9 68.5 39.5 28.7 17.7
Birla SL Tax Savings (G) Not Ranked
25.28 0.5 11.1 23.9 62.4 31.7 22.0 15.1
IDBI Equity Advantage -Direct (G) Not Ranked
1.79 -2.0 11.0 32.8 86.5 -- -- --
Tata Tax Saving Fund - Direct (D) Not Ranked
2.57 1.1 10.9 22.5 63.4 34.3 -- --
IDBI Equity Advantage - Reg (G) Not Ranked
172.69 -2.0 10.8 32.3 85.4 -- -- --
Escorts Tax Plan (G) Not Ranked
3.18 -0.2 10.6 24.6 72.7 35.0 15.6 6.6
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.30 1.0 10.3 -- -- -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
95.94 1.3 10.1 21.2 58.1 33.2 23.4 16.9
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
6.22 0.5 9.9 21.7 60.4 37.1 -- --
IDFC Tax Saver Fund (G) Not Ranked
37.05 1.3 9.7 17.6 46.0 31.6 24.0 15.4
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
262.05 0.3 9.3 20.5 58.1 36.0 27.8 18.0
Religare Invesco Tax Plan - DP (G) Not Ranked
2.57 2.5 9.1 22.3 71.0 40.4 -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.88 -1.9 9.0 21.5 71.8 27.6 15.6 6.1
Axis Long Term Equity - Direct (G) Not Ranked
49.22 -0.2 8.9 23.3 75.6 49.7 -- --
Religare Invesco Tax Plan (G) Rank 2
202.61 2.3 8.5 21.2 68.6 38.9 28.5 19.2
Axis Long Term Equity Fund (G) Rank 1
2,933.79 -0.3 8.5 22.3 72.9 47.8 35.0 24.6
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.58 -0.5 8.2 19.1 67.3 36.2 -- --
BNP Paribas Long Term Equity (G) Rank 2
290.50 -0.6 8.1 19.0 66.9 35.8 28.1 19.0
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
58.71 0.5 7.9 26.2 103.0 50.9 -- --
Reliance Tax Saver (ELSS) (G) Rank 1
3,398.91 0.4 7.7 25.6 101.4 49.8 33.9 22.8
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.68 -- 7.6 20.3 59.3 34.9 -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.36 0.1 7.5 21.1 52.6 35.9 -- --
LIC NOMURA Tax Plan (G) Not Ranked
37.85 -0.1 7.5 19.8 57.9 33.6 23.1 14.2
Kotak Tax Saver - Direct (G) Not Ranked
1.76 -1.2 7.4 25.2 70.8 31.3 -- --
Edelweiss ELSS Fund (G) Not Ranked
31.00 0.1 7.4 20.9 52.0 32.9 24.2 16.4
Kotak Tax Saver - Regular (G) Rank 3
458.12 -1.3 7.2 24.8 69.8 30.6 22.6 14.6
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.16 -0.6 6.9 20.3 58.3 32.6 -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.53 -0.5 6.6 18.3 52.5 34.8 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
1.17 -0.3 6.6 19.3 53.6 31.6 -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
66.47 -0.1 6.5 16.5 58.5 36.3 -- --
Union KBC Tax Saver Scheme (G) Not Ranked
85.04 -0.3 6.5 19.2 53.2 31.3 24.7 --
JPMorgan Tax Advantage (G) Not Ranked
8.29 -0.9 6.4 19.5 56.5 31.3 22.1 15.3
SBI Magnum Tax Gain (G) Rank 3
4,936.06 -0.1 6.3 16.2 57.7 35.6 25.9 15.7
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.02 -0.9 6.3 16.1 59.9 34.1 -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
40.19 -1.9 6.3 22.1 66.1 36.0 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.29 -0.6 6.3 17.9 51.7 34.2 23.5 12.6
Taurus Tax Shield - Direct (G) Not Ranked
0.34 0.4 6.2 14.5 48.8 25.5 -- --
Taurus Tax Shield (G) Not Ranked
92.48 0.4 6.2 14.4 48.4 25.1 19.2 12.7
UTI Equity Tax Saving - Direct (G) Not Ranked
8.05 -0.2 6.2 17.3 53.9 30.8 -- --
Franklin India Tax Shield (G) Rank 2
1,459.91 -2.0 6.1 21.5 64.9 35.0 25.9 18.9
HSBC Tax Saver Equity Fund (G) Rank 3
198.29 -1.0 6.1 15.7 58.8 33.2 26.4 16.0
BOI AXA Tax Advtg -RP (G) Not Ranked
40.78 -0.6 6.1 17.5 50.7 33.4 22.8 12.1
UTI Equity Tax Saving (G) Rank 3
532.06 -0.2 5.9 16.7 52.7 30.0 21.9 13.6
Sundaram Tax Saver -Direct (G) Not Ranked
9.64 -1.4 5.1 17.4 57.1 28.7 -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
405.10 0.1 5.0 14.0 66.0 38.1 28.2 14.4
Sundaram Tax Saver (G) Rank 5
1,205.58 -1.4 5.0 17.1 56.5 28.3 20.9 13.2
ICICI Pru Tax Plan- Direct (G) Not Ranked
56.86 0.8 4.7 15.2 65.4 38.3 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
8.75 -1.0 4.6 15.7 62.2 35.8 -- --
L&T Tax Advantage -Direct (G) Not Ranked
21.37 -1.5 4.6 15.6 55.4 31.7 -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.20 -1.1 4.5 17.1 53.5 33.1 -- --
ICICI Pru Tax Plan (G) Rank 3
2,283.67 0.7 4.5 14.7 64.0 37.2 27.2 18.0
L&T Long Term Adv. Fund - I (G) Not Ranked
1.82 -3.6 4.4 17.4 51.0 32.0 21.3 13.5
DSP-BRTax Saver Fund (G) Rank 3
1,010.26 -1.0 4.5 15.3 61.3 35.0 26.8 17.0
L&T Tax Advantage (G) Rank 4
1,509.82 -1.6 4.4 15.3 54.4 30.9 21.6 16.0
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
21.32 -0.9 4.4 15.9 57.1 31.2 -- --
ICICI Pru RIGHT Fund (G) Not Ranked
68.25 -2.1 4.3 22.0 66.8 41.8 33.1 23.5
Can Robeco Eqty TaxSaver (G) Rank 4
828.92 -0.9 4.3 15.6 56.4 30.6 23.1 17.1
DWS Tax Saving Fund (G) Not Ranked
45.84 -1.1 4.3 16.8 52.7 31.9 23.4 11.8
UTI Long Term Advantage (G) Not Ranked
225.94 -1.1 3.9 13.2 51.7 27.3 19.7 11.1
UTI Long Term Advantage S2 (G) Not Ranked
137.34 -1.2 3.9 13.2 52.1 29.0 21.3 13.8
Principal Personal Tax Saver Rank 4
370.26 -1.6 3.8 13.7 49.7 29.6 22.1 12.8
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.66 -1.2 3.7 16.9 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
31.03 -1.2 3.7 16.8 -- -- -- --
JM Tax Gain Fund (G) Not Ranked
33.91 -2.9 3.4 17.8 63.7 36.2 23.5 12.0
JM Tax Gain Fund -Direct (G) Not Ranked
0.08 -3.0 3.4 18.0 65.1 37.2 -- --
Principal Tax Savings - Direct Not Ranked
0.67 -0.6 3.3 14.3 59.2 36.1 -- --
UTI Master Equity Plan (US) Not Ranked
1,650.02 -1.7 3.2 12.8 48.2 27.6 20.1 13.8
Principal Tax Savings Rank 3
260.43 -0.6 3.2 14.0 58.5 35.5 27.5 15.4
SBI Tax Advantage Sr-2 (G) Not Ranked
51.98 -1.7 3.1 15.2 67.0 39.9 -- --
L&T Tax Saver Fund (G) Not Ranked
31.41 -4.2 2.8 15.3 52.4 32.2 20.3 11.5
Reliance ELSF - Series 1 (G) Not Ranked
130.64 -2.4 2.5 20.3 62.0 32.9 25.5 17.5
Tata Tax Saving Fund - Plan A (D) Rank 3
176.58 -3.1 1.8 12.2 49.1 26.7 20.2 14.2
Sahara Taxgain - Direct (G) Not Ranked
0.67 -2.9 0.8 6.9 44.8 31.4 -- --
Sahara Taxgain (G) Not Ranked
11.66 -2.9 0.8 6.7 44.4 31.1 19.8 15.0
HDFC Tax Saver - Direct (G) Not Ranked
115.70 -2.7 0.7 11.8 62.9 34.9 -- --
Religare Invesco AGILE Tax (G) Not Ranked
5.74 -4.5 0.7 7.4 13.6 16.3 13.1 8.3
HDFC Tax Saver (G) Rank 4
4,794.48 -2.7 0.6 11.6 62.1 34.2 22.5 15.9
HDFC Long Term Advant. - Direct (G) Not Ranked
32.07 -2.0 0.2 8.1 47.7 31.1 -- --
HDFC Long Term Advantage (G) Rank 5
1,133.66 -2.0 0.1 7.9 46.9 30.4 21.9 16.4
Quantum Tax Saving Fund (G) Not Ranked
27.82 -1.2 -0.7 7.7 43.0 25.8 20.2 16.0
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.14 -6.5 -1.9 10.9 35.5 23.8 -- --
Baroda Pioneer ELSS 96 Not Ranked
37.35 -6.7 -2.3 10.4 34.2 22.8 13.3 6.7
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE -1.0 5.5 16.9 55.2 30.7 20.6 12.8

Note : Returns have been calculated based on NAV's as on Feb 28, 2015 & Index values as on Feb 28, 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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