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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 May 29, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Escorts Tax Plan - Direct (G) Not Ranked
0.04 8.0 25.2 11.4 14.0 27.2 26.7 --
Escorts Tax Plan (G) Not Ranked
2.76 8.0 25.1 11.2 13.7 26.5 26.5 8.4
SBI Tax Advantage Sr-2 (G) Not Ranked
31.09 3.6 22.5 0.3 0.8 16.4 24.4 --
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.77 1.9 22.0 0.3 -4.5 -- -- --
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
23.60 1.9 22.0 0.1 -4.8 -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.84 5.3 21.3 3.1 8.1 16.3 21.5 13.3
L&T Tax Saver Fund (G) Not Ranked
28.44 5.7 21.0 1.8 7.3 15.1 21.1 12.0
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.79 3.7 20.4 2.1 3.3 -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
33.82 3.7 20.4 2.0 2.9 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
15.83 2.6 20.3 0.5 2.7 13.9 16.4 --
SBI Tax Advantage Sr-1 (G) Not Ranked
374.37 3.4 20.2 1.9 -- 16.7 23.9 15.0
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.94 4.4 20.2 1.6 2.9 12.4 17.6 --
Sundaram Tax Saver (G) Rank 4
1,163.57 2.6 20.2 0.3 2.4 13.5 16.1 12.0
HSBC Tax Saver Equity Fund (G) Not Ranked
174.14 4.3 20.0 1.3 2.2 11.6 16.8 13.8
HDFC Long Term Advant. - Direct (G) Not Ranked
46.89 3.0 19.8 4.5 3.1 10.4 17.6 --
HDFC Long Term Advantage (G) Rank 4
1,076.87 3.0 19.7 4.1 2.5 9.8 16.9 12.2
DSP-BRTax Saver Fund -Direct (G) Not Ranked
16.65 3.5 19.5 2.8 6.1 16.2 21.5 --
DSP-BRTax Saver Fund (G) Rank 3
1,087.20 3.5 19.4 2.5 5.5 15.5 20.8 15.0
Taurus Tax Shield - Direct (G) Not Ranked
0.91 5.2 19.3 2.6 0.5 9.7 14.2 --
Principal Tax Savings - Direct Not Ranked
1.93 3.0 19.3 -1.4 0.5 10.1 19.6 --
Tata Infra Tax Saving Fund (G) Not Ranked
6.22 2.2 19.1 -1.1 -3.3 8.0 12.9 5.3
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.84 2.6 19.1 -0.8 -0.8 19.1 -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
34.07 2.6 19.1 -0.8 -0.9 18.8 -- --
Principal Tax Savings Rank 3
256.35 3.0 19.1 -1.7 -0.1 9.5 19.0 14.4
Taurus Tax Shield (G) Not Ranked
67.14 5.0 18.8 1.7 -1.4 8.5 13.2 9.1
HDFC Tax Saver - Direct (G) Not Ranked
197.25 1.5 18.7 -4.5 -6.0 5.4 16.8 --
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
0.07 4.2 18.5 -- -- -- -- --
HDFC Tax Saver (G) Rank 5
4,600.50 1.5 18.5 -4.8 -6.5 4.9 16.2 10.0
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
182.05 1.0 18.4 -2.1 -5.1 14.0 24.0 --
Tata India Tax Savings Fund - Direct (G) Not Ranked
43.23 2.9 18.3 2.5 6.7 -- -- --
Quantum Tax Saving Fund (G) Not Ranked
35.84 3.3 18.2 6.1 6.0 11.9 17.1 13.4
Reliance Tax Saver (ELSS) (G) Rank 3
4,269.30 0.9 18.2 -2.4 -5.7 13.1 23.2 16.5
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.90 3.3 18.2 1.0 -1.1 -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
39.53 3.3 18.1 0.9 -1.3 -- -- --
Mirae Asset Tax Saver Fund - RP (G) Not Ranked
1.03 4.1 18.1 -- -- -- -- --
Tata India Tax Savings Fund - Reg (G) Not Ranked
2.44 2.8 18.0 2.1 5.4 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
33.58 4.0 17.9 1.4 3.2 13.7 18.0 --
Tata India Tax Savings Fund - Reg (D) Rank 2
188.10 2.8 17.9 -13.1 -10.3 5.4 10.2 8.8
L&T Tax Advantage (G) Rank 3
1,507.18 4.0 17.8 1.1 2.5 13.0 17.3 12.0
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
14.88 2.7 17.6 -0.3 -3.4 17.3 21.4 --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
341.33 2.6 17.3 -0.8 -4.4 15.7 20.0 14.7
UTI Long Term Advantage S2 (G) Not Ranked
126.29 3.0 17.2 0.5 0.2 9.9 14.9 11.2
UTI Long Term Advantage (G) Not Ranked
209.97 3.0 17.2 0.4 0.1 9.8 13.7 9.7
UTI Master Equity Plan (US) Not Ranked
1,602.66 4.4 17.2 -0.4 -0.4 8.4 13.4 10.5
Kotak Tax Saver - Direct (G) Not Ranked
4.61 3.2 17.0 0.9 -0.3 17.1 17.5 --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
2.23 2.6 17.0 0.2 -6.3 13.3 16.7 --
Franklin (I) Tax Shield -Direct (G) Not Ranked
93.31 2.8 16.9 3.4 4.2 20.1 22.8 --
Principal Personal Tax Saver Rank 4
323.03 3.4 16.8 -0.4 -1.4 8.1 15.5 10.2
LIC NOMURA Tax Plan (G) Not Ranked
48.56 2.5 16.7 -0.1 -6.9 12.5 15.8 10.5
DHFL Pramerica Tax Saving Fund -Direct ( Not Ranked
0.70 3.7 16.6 5.0 3.6 13.9 17.5 --
Kotak Tax Saver - Regular (G) Rank 3
482.27 3.1 16.6 0.2 -1.7 15.8 16.5 11.1
JM Tax Gain Fund -Direct (G) Not Ranked
0.42 4.5 16.6 3.1 -0.2 13.2 18.4 --
Franklin India Tax Shield (G) Rank 2
1,741.37 2.7 16.6 2.9 3.2 19.1 21.8 15.8
Birla SL Tax Relief 96-Direct (G) Not Ranked
43.55 3.0 16.3 2.9 4.5 21.6 24.3 --
UTI Equity Tax Saving - Direct (G) Not Ranked
16.50 2.9 16.3 1.4 1.8 12.0 15.9 --
DHFL Pramerica Tax Saving Fund (G) Not Ranked
42.37 3.6 16.2 4.2 2.1 12.7 16.6 11.6
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 3.0 16.1 2.1 3.1 16.2 19.2 --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
29.81 1.2 16.1 -2.3 -2.8 10.4 15.1 --
Birla SL Tax Savings (G) Not Ranked
24.26 2.9 16.0 2.0 2.9 15.9 18.4 11.8
Birla SL Tax Relief 96 (G) Rank 1
1,904.12 3.0 16.0 2.4 3.7 20.7 23.4 15.4
UTI Equity Tax Saving (G) Rank 3
601.52 2.8 16.0 0.9 0.8 11.0 15.0 10.9
SBI Magnum Tax Gain - Direct (G) Not Ranked
114.21 2.3 15.9 -0.5 -2.3 12.8 18.5 --
JM Tax Gain Fund (G) Not Ranked
28.42 4.3 15.9 2.0 -2.4 11.6 16.9 11.2
Can Robeco Eqty TaxSaver (G) Rank 5
805.93 1.1 15.9 -2.6 -3.3 9.8 14.6 11.8
Birla Sun Life Tax Plan-Direct (G) Not Ranked
7.32 3.0 15.9 2.8 4.3 21.0 23.6 --
SBI Magnum Tax Gain (G) Rank 4
4,604.80 2.3 15.7 -0.9 -2.9 12.2 17.9 13.6
IDFC Tax Saver Fund (G) Not Ranked
32.43 4.8 15.6 4.0 -6.0 8.2 13.0 11.2
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.22 3.1 15.5 1.9 1.0 13.6 18.1 --
Birla Sun Life Tax Plan (G) Rank 2
276.61 2.9 15.5 2.3 3.2 19.8 22.5 15.7
JPMorgan Tax Advantage (G) Not Ranked
11.48 3.0 15.2 1.5 -- 12.1 16.7 11.4
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 2.3 15.1 0.3 -2.6 10.6 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.88 2.3 15.1 0.3 -2.6 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
2.91 1.8 15.0 -1.7 -6.2 7.6 12.7 --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.53 2.3 14.9 -0.1 -3.5 -- -- --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.09 2.3 14.9 -0.1 -3.5 9.1 -- --
ICICI Pru RIGHT Fund (G) Not Ranked
56.19 3.3 14.8 -2.8 -6.0 15.3 23.2 18.8
Union KBC Tax Saver Scheme (G) Not Ranked
78.44 1.7 14.7 -2.1 -6.9 7.0 12.2 --
BNP Paribas Long Term Equity-DP (G) Not Ranked
3.96 0.6 14.7 -- -0.4 16.5 21.4 --
Axis Long Term Equity - Direct (G) Not Ranked
222.67 4.5 14.5 3.3 2.7 22.2 27.5 --
BNP Paribas Long Term Equity (G) Rank 3
405.24 0.6 14.5 -0.3 -1.0 16.0 20.8 16.2
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.79 2.0 14.3 -1.6 -1.9 11.7 17.6 --
Axis Long Term Equity Fund (G) Rank 1
6,256.92 4.4 14.2 2.7 1.6 20.8 25.9 20.3
Sahara Taxgain - Direct (G) Not Ranked
0.89 0.2 14.2 -2.7 -1.7 3.8 15.8 --
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.77 2.0 14.1 -2.0 -2.7 10.8 16.8 11.6
Sahara Taxgain (G) Not Ranked
8.15 0.1 13.9 -3.1 -2.6 3.1 15.2 9.9
BOI AXA Tax Advtg -RP (G) Not Ranked
46.69 1.9 13.8 -2.4 -3.4 10.0 16.1 11.0
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
119.50 1.5 13.7 -1.8 1.9 11.8 21.8 --
Reliance ELSF - Series 1 (G) Not Ranked
118.97 1.1 13.4 -6.6 -8.9 7.2 14.0 11.1
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
2,674.98 1.4 13.3 -2.4 0.7 10.7 20.7 14.0
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.14 0.6 12.3 -2.7 -4.3 13.4 16.3 --
Edelweiss ELSS Fund (G) Not Ranked
59.13 0.5 12.1 -3.1 -4.9 12.8 15.7 12.6
IDBI Equity Advantage -Direct (G) Not Ranked
7.29 1.7 11.6 -0.1 -0.4 24.3 -- --
IDBI Equity Advantage - Reg (G) Not Ranked
368.22 1.6 11.4 -0.5 -1.3 23.4 -- --
Tata Tax Advantage Fund-1(G) Not Ranked
97.00 2.8 -7.3 -7.3 -10.8 17.2 15.7 11.6
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
0.00 1.0 -- -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
0.00 1.2 -- -- -- -- -- --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.00 1.4 -- -- -- -- -- --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
0.00 1.3 -- -- -- -- -- --
CATEGORY AVERAGE 3.0 16.3 0.3 -0.5 11.4 14.6 9.4

Note : Returns have been calculated based on NAV's as on May 29, 2016 & Index values as on May 27, 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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