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 27, 2016
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.)
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
Quantum Tax Saving Fund (G) Not Ranked
35.84 3.3 18.2 6.1 6.0 11.9 17.1 13.4
DHFL Pramerica Tax Saving Fund -Direct ( Not Ranked
0.70 3.7 16.6 5.0 3.6 13.9 17.5 --
HDFC Long Term Advant. - Direct (G) Not Ranked
46.89 3.0 19.8 4.5 3.1 10.4 17.6 --
DHFL Pramerica Tax Saving Fund (G) Not Ranked
42.37 3.6 16.2 4.2 2.1 12.7 16.6 11.6
HDFC Long Term Advantage (G) Rank 4
1,076.87 3.0 19.7 4.1 2.5 9.8 16.9 12.2
IDFC Tax Saver Fund (G) Not Ranked
32.43 4.8 15.6 4.0 -6.0 8.2 13.0 11.2
Franklin (I) Tax Shield -Direct (G) Not Ranked
93.31 2.8 16.9 3.4 4.2 20.1 22.8 --
Axis Long Term Equity - Direct (G) Not Ranked
222.67 4.5 14.5 3.3 2.7 22.2 27.5 --
JM Tax Gain Fund -Direct (G) Not Ranked
0.42 4.5 16.6 3.1 -0.2 13.2 18.4 --
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
Birla SL Tax Relief 96-Direct (G) Not Ranked
43.55 3.0 16.3 2.9 4.5 21.6 24.3 --
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 Sun Life Tax Plan-Direct (G) Not Ranked
7.32 3.0 15.9 2.8 4.3 21.0 23.6 --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
16.65 3.5 19.5 2.8 6.1 16.2 21.5 --
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
Taurus Tax Shield - Direct (G) Not Ranked
0.91 5.2 19.3 2.6 0.5 9.7 14.2 --
Tata India Tax Savings Fund - Direct (G) Not Ranked
43.23 2.9 18.3 2.5 6.7 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
1,087.20 3.5 19.4 2.5 5.5 15.5 20.8 15.0
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
Birla Sun Life Tax Plan (G) Rank 2
276.61 2.9 15.5 2.3 3.2 19.8 22.5 15.7
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 3.0 16.1 2.1 3.1 16.2 19.2 --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.79 3.7 20.4 2.1 3.3 -- -- --
Tata India Tax Savings Fund - Reg (G) Not Ranked
2.44 2.8 18.0 2.1 5.4 -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
33.82 3.7 20.4 2.0 2.9 -- -- --
JM Tax Gain Fund (G) Not Ranked
28.42 4.3 15.9 2.0 -2.4 11.6 16.9 11.2
Birla SL Tax Savings (G) Not Ranked
24.26 2.9 16.0 2.0 2.9 15.9 18.4 11.8
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.22 3.1 15.5 1.9 1.0 13.6 18.1 --
SBI Tax Advantage Sr-1 (G) Not Ranked
374.37 3.4 20.2 1.9 -- 16.7 23.9 15.0
L&T Tax Saver Fund (G) Not Ranked
28.44 5.7 21.0 1.8 7.3 15.1 21.1 12.0
Taurus Tax Shield (G) Not Ranked
67.14 5.0 18.8 1.7 -1.4 8.5 13.2 9.1
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.94 4.4 20.2 1.6 2.9 12.4 17.6 --
JPMorgan Tax Advantage (G) Not Ranked
11.48 3.0 15.2 1.5 -- 12.1 16.7 11.4
UTI Equity Tax Saving - Direct (G) Not Ranked
16.50 2.9 16.3 1.4 1.8 12.0 15.9 --
L&T Tax Advantage -Direct (G) Not Ranked
33.58 4.0 17.9 1.4 3.2 13.7 18.0 --
HSBC Tax Saver Equity Fund (G) Not Ranked
174.14 4.3 20.0 1.3 2.2 11.6 16.8 13.8
L&T Tax Advantage (G) Rank 3
1,507.18 4.0 17.8 1.1 2.5 13.0 17.3 12.0
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 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
4.61 3.2 17.0 0.9 -0.3 17.1 17.5 --
UTI Equity Tax Saving (G) Rank 3
601.52 2.8 16.0 0.9 0.8 11.0 15.0 10.9
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
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-2 (G) Not Ranked
31.09 3.6 22.5 0.3 0.8 16.4 24.4 --
Sundaram Tax Saver (G) Rank 4
1,163.57 2.6 20.2 0.3 2.4 13.5 16.1 12.0
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.77 1.9 22.0 0.3 -4.5 -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.88 2.3 15.1 0.3 -2.6 -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 2.3 15.1 0.3 -2.6 10.6 -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
2.23 2.6 17.0 0.2 -6.3 13.3 16.7 --
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
23.60 1.9 22.0 0.1 -4.8 -- -- --
Kotak Tax Saver - Regular (G) Rank 3
482.27 3.1 16.6 0.2 -1.7 15.8 16.5 11.1
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 -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
3.96 0.6 14.7 -- -0.4 16.5 21.4 --
LIC NOMURA Tax Plan (G) Not Ranked
48.56 2.5 16.7 -0.1 -6.9 12.5 15.8 10.5
IDBI Equity Advantage -Direct (G) Not Ranked
7.29 1.7 11.6 -0.1 -0.4 24.3 -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
14.88 2.7 17.6 -0.3 -3.4 17.3 21.4 --
BNP Paribas Long Term Equity (G) Rank 3
405.24 0.6 14.5 -0.3 -1.0 16.0 20.8 16.2
Principal Personal Tax Saver Rank 4
323.03 3.4 16.8 -0.4 -1.4 8.1 15.5 10.2
UTI Master Equity Plan (US) Not Ranked
1,602.66 4.4 17.2 -0.4 -0.4 8.4 13.4 10.5
IDBI Equity Advantage - Reg (G) Not Ranked
368.22 1.6 11.4 -0.5 -1.3 23.4 -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
114.21 2.3 15.9 -0.5 -2.3 12.8 18.5 --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.84 2.6 19.1 -0.8 -0.8 19.1 -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
341.33 2.6 17.3 -0.8 -4.4 15.7 20.0 14.7
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
34.07 2.6 19.1 -0.8 -0.9 18.8 -- --
SBI Magnum Tax Gain (G) Rank 4
4,604.80 2.3 15.7 -0.9 -2.9 12.2 17.9 13.6
Tata Infra Tax Saving Fund (G) Not Ranked
6.22 2.2 19.1 -1.1 -3.3 8.0 12.9 5.3
Principal Tax Savings - Direct Not Ranked
1.93 3.0 19.3 -1.4 0.5 10.1 19.6 --
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.79 2.0 14.3 -1.6 -1.9 11.7 17.6 --
Principal Tax Savings Rank 3
256.35 3.0 19.1 -1.7 -0.1 9.5 19.0 14.4
Union KBC Tax Saver - Direct (G) Not Ranked
2.91 1.8 15.0 -1.7 -6.2 7.6 12.7 --
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 --
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.77 2.0 14.1 -2.0 -2.7 10.8 16.8 11.6
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
182.05 1.0 18.4 -2.1 -5.1 14.0 24.0 --
Union KBC Tax Saver Scheme (G) Not Ranked
78.44 1.7 14.7 -2.1 -6.9 7.0 12.2 --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
29.81 1.2 16.1 -2.3 -2.8 10.4 15.1 --
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)-G Rank 3
2,674.98 1.4 13.3 -2.4 0.7 10.7 20.7 14.0
Reliance Tax Saver (ELSS) (G) Rank 3
4,269.30 0.9 18.2 -2.4 -5.7 13.1 23.2 16.5
Can Robeco Eqty TaxSaver (G) Rank 5
805.93 1.1 15.9 -2.6 -3.3 9.8 14.6 11.8
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.14 0.6 12.3 -2.7 -4.3 13.4 16.3 --
Sahara Taxgain - Direct (G) Not Ranked
0.89 0.2 14.2 -2.7 -1.7 3.8 15.8 --
ICICI Pru RIGHT Fund (G) Not Ranked
56.19 3.3 14.8 -2.8 -6.0 15.3 23.2 18.8
Edelweiss ELSS Fund (G) Not Ranked
59.13 0.5 12.1 -3.1 -4.9 12.8 15.7 12.6
Sahara Taxgain (G) Not Ranked
8.15 0.1 13.9 -3.1 -2.6 3.1 15.2 9.9
HDFC Tax Saver - Direct (G) Not Ranked
197.25 1.5 18.7 -4.5 -6.0 5.4 16.8 --
HDFC Tax Saver (G) Rank 5
4,600.50 1.5 18.5 -4.8 -6.5 4.9 16.2 10.0
Reliance ELSF - Series 1 (G) Not Ranked
118.97 1.1 13.4 -6.6 -8.9 7.2 14.0 11.1
Tata Tax Advantage Fund-1(G) Not Ranked
97.00 2.8 -7.3 -7.3 -10.8 17.2 15.7 11.6
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
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
0.07 4.2 18.5 -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
0.00 1.2 -- -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
0.00 1.0 -- -- -- -- -- --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
0.00 1.3 -- -- -- -- -- --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.00 1.4 -- -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Mirae Asset Tax Saver Fund - RP (G) Not Ranked
1.03 4.1 18.1 -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
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 27, 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.

Quick Links (Mouseover on for more information)
Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.