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 Sep 01, 2014
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.)
Jun 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 6.1 15.0 63.0 105.6 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 6.1 14.8 62.4 104.3 38.3 27.7 21.3
HDFC Tax Saver - Direct (G) Not Ranked
74.77 6.4 11.4 49.2 80.5 -- -- --
HDFC Tax Saver (G) Rank 3
4,036.36 6.4 11.2 48.8 79.4 32.6 20.5 17.8
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 5.6 17.8 47.4 91.8 35.7 22.9 14.2
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 6.4 18.1 46.8 90.0 39.3 -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 6.0 12.1 45.6 72.3 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,840.90 6.0 11.9 45.0 71.0 34.4 24.1 20.0
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 3.4 4.9 44.9 65.7 15.7 9.8 4.9
Axis Long Term Equity - Direct (G) Not Ranked
23.80 7.2 17.9 44.3 81.6 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 7.1 17.5 43.2 79.4 38.9 27.6 --
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 5.9 10.8 43.0 72.0 -- -- --
Principal Tax Savings - Direct Not Ranked
0.40 4.6 10.0 42.8 73.4 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 6.2 13.5 42.7 67.8 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 6.9 19.7 42.6 58.8 -- -- --
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 5.9 14.3 42.5 60.1 -- -- --
Principal Tax Savings Rank 2
227.71 4.6 9.8 42.5 72.8 34.3 25.4 15.3
JM Tax Gain Fund (G) Not Ranked
31.40 5.8 10.6 42.5 70.3 30.3 19.8 10.5
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 5.9 14.2 42.4 59.8 31.6 22.7 17.7
DSP-BRTax Saver Fund (G) Rank 3
808.27 6.1 13.3 42.3 66.9 32.6 23.3 17.0
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 6.8 19.5 42.2 57.8 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 6.7 16.8 42.0 72.4 -- -- --
Religare Invesco Tax Plan (G) Rank 2
159.04 6.6 16.5 41.3 70.7 31.4 21.0 18.5
Escorts Tax Plan - Direct (G) Not Ranked
0.01 6.1 14.8 41.3 55.1 -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 6.1 14.6 40.9 56.0 19.5 7.6 3.7
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 6.6 13.1 40.1 72.4 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 6.5 12.9 39.6 71.2 30.8 23.3 16.1
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 5.2 14.4 38.9 76.3 37.6 27.1 --
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 6.2 13.0 38.9 69.1 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.12 7.5 13.6 38.7 58.8 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.49 4.0 7.4 38.7 69.3 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 6.0 13.9 38.5 68.2 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 4.0 7.4 38.5 68.9 28.6 19.2 15.4
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 6.4 14.2 38.5 63.5 -- -- --
HDFC Long Term Advantage (G) Rank 3
967.64 6.2 12.8 38.5 68.2 32.2 21.5 18.1
Kotak Tax Saver (G) Rank 5
369.34 7.5 13.4 38.4 58.1 21.5 16.0 11.9
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 6.3 12.7 38.4 56.0 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 6.0 13.7 38.2 67.4 29.6 22.4 15.3
Franklin India Tax Shield (G) Rank 3
1,133.25 6.4 14.0 38.1 62.5 28.8 20.7 18.2
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 6.2 12.6 38.0 55.3 27.0 19.2 16.9
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 5.6 14.2 37.7 63.7 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
113.38 4.5 10.0 37.4 60.0 23.6 21.1 16.8
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 5.5 13.9 37.2 62.6 30.8 20.3 13.9
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 5.5 13.9 37.0 62.3 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
14.49 5.4 10.8 36.7 54.6 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
125.42 4.7 11.0 36.6 56.3 26.1 17.4 14.4
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 6.2 11.1 36.5 54.9 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
135.05 5.4 13.8 36.5 61.2 30.0 19.6 14.7
L&T Tax Advantage (G) Rank 4
1,262.67 5.3 10.7 36.3 53.7 25.5 17.7 16.5
Sundaram Tax Saver (G) Rank 5
1,139.83 6.1 11.0 36.2 54.3 24.0 17.9 11.4
UTI Long Term Advantage (G) Not Ranked
204.16 4.7 10.9 36.1 53.7 24.4 16.5 11.6
Tata Tax Saving Fund - Direct Not Ranked
1.47 5.2 13.4 36.1 48.7 -- -- --
Tata Tax Saving Fund Rank 3
144.15 5.1 13.2 35.6 47.4 23.9 17.5 14.3
Quantum Tax Saving Fund (G) Not Ranked
20.43 5.5 12.3 35.1 56.8 28.5 21.6 18.4
L&T Tax Saver Fund (G) Not Ranked
28.82 5.5 8.6 34.8 57.3 25.8 16.0 11.3
Principal Personal Tax Saver Rank 4
353.73 4.9 9.4 34.6 56.3 26.1 18.7 12.7
ING Tax Saving -Direct (G) Not Ranked
0.05 3.7 9.4 34.6 54.8 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 5.6 9.5 34.5 54.9 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 5.0 14.0 34.5 62.2 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 6.3 16.1 34.4 56.6 -- -- --
UTI Master Equity Plan (US) Not Ranked
1,428.55 5.7 10.0 34.3 51.7 26.1 17.9 13.8
JPMorgan Tax Advantage (G) Not Ranked
5.99 5.5 9.3 33.9 53.6 24.4 16.2 14.3
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 4.9 13.7 33.8 60.8 31.5 22.7 17.6
ING Tax Saving (G) Not Ranked
23.44 3.6 9.1 33.8 52.9 23.5 14.0 13.2
LIC NOMURA Tax Plan (G) Not Ranked
30.84 6.2 15.8 33.7 55.1 27.1 18.0 11.2
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 5.4 11.0 33.6 51.2 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 5.2 10.1 33.5 50.9 -- -- --
UTI Equity Tax Saving (G) Rank 4
453.64 5.3 10.8 33.2 50.4 24.5 16.6 13.1
DWS Tax Saving Fund (G) Not Ranked
42.77 5.1 9.9 33.0 50.4 27.2 17.2 11.5
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 4.9 13.0 33.0 49.7 24.4 17.5 15.6
Taurus Tax Shield - Direct (G) Not Ranked
0.26 4.5 9.0 32.4 55.0 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 4.5 9.0 32.1 54.5 22.2 15.0 11.8
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 5.9 10.8 31.3 54.8 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 3.8 8.6 31.3 50.4 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 3.7 8.5 31.2 50.2 28.0 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 5.9 10.7 31.1 54.4 26.8 18.5 12.1
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 5.3 9.5 30.8 56.2 26.0 16.8 14.7
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 5.8 10.5 30.7 53.4 26.1 18.0 11.7
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 4.3 10.5 28.7 48.8 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
32.96 4.3 10.4 28.5 48.2 26.2 17.8 14.1
IDFC Tax Saver Fund (G) Not Ranked
34.86 5.9 12.2 27.1 45.5 27.2 19.7 15.3
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 6.0 10.4 24.9 44.4 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 6.0 10.3 24.3 43.3 18.2 12.0 6.6
Religare Invesco AGILE Tax (G) Not Ranked
6.19 2.6 10.7 9.5 26.5 14.8 12.7 10.0
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 5.8 19.3 -- -- -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 5.8 19.4 -- -- -- -- --
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 5.4 12.2 35.9 58.7 15.5 10.2 7.2

Note : Returns have been calculated based on NAV's as on Sep 01, 2014 & Index values as on Sep 01, 2014

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.