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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 27, 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
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
8.43 2.7 0.2 12.1 43.0 36.3 -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
306.46 2.6 -0.1 11.1 40.7 34.7 31.4 17.8
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.80 6.2 4.8 9.6 45.2 -- -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
16.83 3.2 -3.5 9.5 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
33.64 6.2 4.5 9.3 44.7 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
28.00 1.2 -4.1 9.1 41.9 35.8 -- --
IDBI Equity Advantage -Direct (G) Not Ranked
3.75 3.1 -3.2 8.9 55.5 -- -- --
Birla SL Tax Relief 96 (G) Rank 2
1,980.10 1.1 -4.3 8.7 40.8 34.8 30.5 14.7
Escorts Tax Plan - Direct (G) Not Ranked
0.03 1.8 -3.7 8.7 42.2 33.8 -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.85 4.5 -0.8 8.6 34.5 28.3 -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
4.21 1.1 -4.3 8.6 40.6 34.7 -- --
IDBI Equity Advantage - Reg (G) Not Ranked
267.39 3.1 -3.3 8.5 54.4 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
83.73 2.7 -2.6 8.4 46.0 42.2 -- --
Edelweiss ELSS Fund (G) Not Ranked
54.25 4.5 -0.9 8.4 33.9 27.7 25.6 16.1
Birla SL Tax Savings (G) Not Ranked
27.12 1.1 -4.3 8.2 30.8 27.2 23.2 13.5
Birla Sun Life Tax Plan (G) Rank 3
233.91 1.1 -4.4 8.1 39.4 33.5 29.5 17.0
Escorts Tax Plan (G) Not Ranked
3.11 1.8 -3.7 8.1 41.0 33.6 19.2 4.9
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 1.1 -4.5 8.1 31.3 28.3 -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
413.91 5.7 2.7 8.0 38.2 39.1 30.0 15.0
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.94 3.1 -3.6 8.0 -- -- -- --
Axis Long Term Equity Fund (G) Rank 1
4,161.99 2.7 -2.9 7.8 44.0 40.5 36.0 23.2
BNP Paribas Long Term Equity-DP (G) Not Ranked
2.28 2.9 -2.2 7.8 36.7 34.2 -- --
BNP Paribas Long Term Equity (G) Rank 2
348.46 2.8 -2.4 7.4 36.2 33.7 29.1 18.6
Religare Invesco Tax Plan - DP (G) Not Ranked
3.69 2.9 -4.2 6.5 40.4 34.6 -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
84.46 6.3 -1.2 6.5 32.2 31.5 -- --
Tata Tax Advantage Fund-1(G) Not Ranked
103.20 2.0 -4.8 6.3 31.3 27.7 23.9 15.2
ICICI Pru RIGHT Fund (G) Not Ranked
69.12 2.1 -0.9 6.2 42.0 41.2 34.4 23.4
SBI Magnum Tax Gain (G) Rank 3
5,212.24 6.3 -1.3 6.2 31.5 30.9 26.7 15.3
Franklin (I) Tax Shield -Direct (G) Not Ranked
55.24 2.7 -2.9 5.7 38.7 33.4 -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
1.17 2.9 -5.1 5.6 37.0 30.2 -- --
Religare Invesco Tax Plan (G) Rank 1
230.36 2.7 -4.6 5.5 38.2 33.0 29.3 17.5
LIC NOMURA Tax Plan (G) Not Ranked
43.99 2.9 -5.1 5.5 36.2 29.2 25.1 13.7
Franklin India Tax Shield (G) Rank 2
1,616.05 2.6 -3.1 5.3 37.7 32.5 27.8 18.3
IDFC Tax Saver Fund (G) Not Ranked
39.50 0.9 -6.1 5.0 25.4 24.2 24.2 13.8
SBI Tax Advantage Sr-2 (G) Not Ranked
55.72 4.4 0.6 4.5 35.9 38.8 32.9 --
Kotak Tax Saver - Direct (G) Not Ranked
2.52 2.5 -5.7 4.3 37.8 27.7 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.19 2.7 -5.4 4.3 28.2 27.9 -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.00 1.7 -5.1 4.0 27.1 28.7 -- --
Tata Infra Tax Saving Fund (G) Not Ranked
7.36 1.6 -8.2 3.9 21.1 22.2 17.9 4.9
Kotak Tax Saver - Regular (G) Rank 3
504.50 2.3 -6.0 3.7 36.7 26.9 23.3 12.9
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 1.6 -5.4 3.5 26.3 28.1 25.0 12.2
BOI AXA Tax Advtg -RP (G) Not Ranked
46.36 1.6 -5.5 3.1 25.4 27.3 24.3 11.7
JPMorgan Tax Advantage (G) Not Ranked
9.97 2.5 -6.1 3.0 26.1 26.3 22.8 13.7
L&T Long Term Adv. Fund - I (G) Not Ranked
1.90 1.6 -4.4 2.4 25.3 28.9 23.8 11.8
L&T Tax Advantage -Direct (G) Not Ranked
26.01 1.7 -4.5 2.4 25.5 26.3 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.38 1.1 -5.8 2.1 19.4 21.6 -- --
L&T Tax Advantage (G) Rank 4
1,596.56 1.6 -4.6 2.0 24.7 25.5 22.9 13.9
Taurus Tax Shield (G) Not Ranked
92.36 1.0 -5.9 1.9 19.1 21.2 19.7 11.5
DWS Tax Saving Fund -Direct (G) Not Ranked
0.25 2.1 -4.1 2.0 25.3 25.2 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
11.83 2.0 -5.5 1.9 26.7 24.2 -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.11 3.8 -4.8 1.9 28.8 29.1 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
11.66 1.3 -5.4 1.8 27.3 30.1 -- --
L&T Tax Saver Fund (G) Not Ranked
31.80 2.7 -3.8 1.8 23.5 28.6 23.0 11.1
Sundaram Tax Saver (G) Rank 4
1,227.94 2.0 -5.6 1.7 26.2 23.7 22.4 12.6
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
107.42 0.7 -6.7 1.7 37.2 41.9 -- --
JM Tax Gain Fund (G) Not Ranked
33.93 3.6 -5.1 1.6 27.9 28.1 26.5 10.6
DWS Tax Saving Fund (G) Not Ranked
46.79 2.0 -4.4 1.4 24.4 24.6 24.9 10.9
DSP-BRTax Saver Fund (G) Rank 3
1,098.37 1.3 -5.6 1.4 26.5 29.3 27.1 15.0
Reliance Tax Saver (ELSS) (G) Rank 2
4,094.47 0.6 -6.9 1.2 36.0 40.9 31.7 20.1
UTI Equity Tax Saving - Direct (G) Not Ranked
11.03 1.6 -6.5 1.1 23.5 23.7 -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.22 1.5 -6.9 1.0 23.2 25.9 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
1.63 1.0 -6.2 1.0 23.4 23.5 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.29 1.2 -6.7 0.8 25.8 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
82.56 0.9 -6.3 0.7 22.9 23.1 24.0 --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
25.51 2.5 -6.4 0.7 26.0 25.6 -- --
HSBC Tax Saver Equity Fund (G) Rank 3
202.82 1.4 -7.1 0.7 22.3 25.0 25.9 14.5
UTI Equity Tax Saving (G) Rank 3
575.71 1.5 -6.7 0.6 22.4 22.9 21.8 12.2
Can Robeco Eqty TaxSaver (G) Rank 4
887.30 2.5 -6.5 0.4 25.4 25.0 22.9 14.4
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
42.14 1.1 -7.0 0.2 23.6 -- -- --
Principal Tax Savings - Direct Not Ranked
1.41 2.2 -5.2 -0.1 20.5 30.4 -- --
UTI Long Term Advantage (G) Not Ranked
232.30 2.0 -5.8 -0.1 20.8 21.3 20.9 10.2
UTI Long Term Advantage S2 (G) Not Ranked
140.87 2.0 -5.8 -0.2 20.8 23.2 21.6 12.5
Principal Tax Savings Rank 3
272.55 2.2 -5.3 -0.3 19.9 29.9 27.5 14.3
Principal Personal Tax Saver Rank 4
373.58 1.8 -6.4 -0.4 18.5 25.0 22.5 11.4
Tata Tax Saving Fund - Plan A (D) Rank 3
187.63 3.1 -3.7 -0.5 23.5 22.0 21.3 13.1
ICICI Pru Tax Plan- Direct (G) Not Ranked
78.34 0.2 -6.2 -0.7 22.7 33.2 -- --
ICICI Pru Tax Plan (G) Rank 3
2,477.60 0.1 -6.4 -1.1 21.7 32.2 27.1 16.1
UTI Master Equity Plan (US) Not Ranked
1,722.16 2.0 -6.6 -1.5 18.2 21.1 21.2 12.5
Reliance ELSF - Series 1 (G) Not Ranked
135.34 1.8 -6.0 -1.7 26.3 27.7 22.7 15.2
Quantum Tax Saving Fund (G) Not Ranked
31.43 1.8 -2.6 -2.6 18.1 23.0 22.4 14.6
HDFC Long Term Advant. - Direct (G) Not Ranked
38.18 0.6 -4.5 -3.4 17.9 25.4 -- --
HDFC Long Term Advantage (G) Rank 5
1,159.04 0.6 -4.6 -3.6 17.4 24.8 22.8 14.5
Sahara Taxgain - Direct (G) Not Ranked
0.77 3.0 -5.9 -3.9 9.3 25.6 -- --
HDFC Tax Saver - Direct (G) Not Ranked
146.68 0.3 -6.8 -4.0 18.1 30.2 -- --
Sahara Taxgain (G) Not Ranked
11.34 2.9 -6.0 -4.1 9.0 25.3 19.6 12.6
HDFC Tax Saver (G) Rank 5
5,000.51 0.3 -6.9 -4.2 17.6 29.5 23.5 13.6
Religare Invesco AGILE Tax (G) Not Ranked
5.66 1.3 -9.7 -4.7 10.1 7.9 11.7 8.3
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.14 1.1 -7.7 -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.29 1.2 -7.0 -- -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
25.48 1.4 -0.5 -- -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
1.86 1.4 -0.4 -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
2.66 0.4 -- -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.14 0.4 -- -- -- -- -- --
CATEGORY AVERAGE 2.1 -4.4 2.9 26.5 24.9 20.9 11.2

Note : Returns have been calculated based on NAV's as on May 27, 2015 & Index values as on May 27, 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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