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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 Jul 30, 2014
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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 -2.9 30.2 58.2 88.0 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 -2.9 29.9 57.6 86.7 33.5 21.0 19.7
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 1.5 27.9 47.6 73.9 33.5 16.9 12.8
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 -2.8 23.7 45.2 47.8 14.3 5.4 4.2
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 -0.8 26.0 45.1 70.8 36.5 -- --
Axis Long Term Equity - Direct (G) Not Ranked
23.80 3.5 25.0 44.4 66.0 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 3.4 24.6 43.3 64.0 36.9 23.1 --
HDFC Tax Saver - Direct (G) Not Ranked
74.77 -2.8 23.5 42.9 64.5 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 -1.2 22.7 42.9 53.6 -- -- --
HDFC Tax Saver (G) Rank 3
4,036.36 -2.9 23.3 42.5 63.5 28.4 14.5 16.7
JM Tax Gain Fund (G) Not Ranked
31.40 -1.3 22.5 42.0 52.2 27.3 13.9 9.5
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 1.7 22.1 40.9 63.7 37.0 22.0 --
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 -0.9 22.1 39.4 66.9 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,840.90 -1.0 21.9 38.8 65.7 30.8 18.2 19.7
Principal Tax Savings - Direct Not Ranked
0.40 -1.2 21.9 38.8 62.6 -- -- --
Principal Tax Savings Rank 2
227.71 -1.3 21.8 38.5 62.0 32.2 19.9 14.4
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 2.2 24.0 38.2 57.2 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 -0.8 20.3 38.0 55.7 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 0.8 23.8 37.9 53.2 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
808.27 0.8 23.6 37.6 52.4 29.4 17.3 16.3
Escorts Tax Plan - Direct (G) Not Ranked
0.01 4.3 20.6 37.5 47.5 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 -0.9 20.1 37.6 54.6 27.8 17.7 15.0
Religare Invesco Tax Plan (G) Rank 2
159.04 2.1 23.7 37.5 55.8 29.2 16.3 17.7
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 1.7 24.8 37.3 49.5 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.49 -4.8 22.6 37.3 58.0 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 1.9 21.9 37.3 54.2 -- -- --
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 1.7 24.8 37.2 49.2 28.8 18.9 16.5
Escorts Tax Plan (G) Not Ranked
2.72 4.2 20.4 37.1 48.4 14.6 0.4 2.8
Sahara Taxgain (G) Not Ranked
10.96 -4.8 22.5 37.1 57.6 25.3 15.3 15.5
SBI Magnum Tax Gain (G) Rank 3
4,327.68 1.9 21.7 37.0 53.5 27.2 17.4 14.2
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 1.3 23.2 36.6 -- -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 1.0 19.6 36.2 53.9 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 1.2 23.0 36.1 -- -- -- --
HDFC Long Term Advantage (G) Rank 3
967.64 1.0 19.4 35.9 53.0 28.7 16.1 16.8
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 1.0 22.5 35.1 52.4 -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 2.2 20.1 34.8 47.6 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 0.9 22.3 34.7 51.5 28.6 15.0 12.9
UTI Long Term Advantage S2 (G) Not Ranked
125.42 0.7 21.1 34.5 45.1 23.7 13.6 13.4
Franklin India Tax Shield (G) Rank 3
1,133.25 2.2 20.0 34.4 46.7 25.6 16.2 17.0
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 0.9 22.2 34.4 51.3 -- -- --
UTI Long Term Advantage (G) Not Ranked
204.16 0.7 20.9 34.1 42.5 22.2 12.0 10.9
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 1.2 21.3 34.0 44.1 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
135.05 0.9 22.0 33.8 50.2 27.8 15.4 14.0
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 1.2 21.1 33.7 43.4 23.8 14.7 16.7
ING Tax Saving -Direct (G) Not Ranked
0.05 1.2 19.2 33.7 44.3 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.12 0.4 20.2 33.6 42.0 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
14.49 0.4 18.9 33.6 43.4 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
113.38 -1.7 21.0 33.6 51.8 22.4 14.9 16.7
Kotak Tax Saver (G) Rank 5
369.34 0.4 20.1 33.2 41.3 17.8 10.0 10.8
L&T Tax Advantage (G) Rank 4
1,262.67 0.4 18.7 33.2 42.6 23.6 13.3 15.6
Tata Tax Saving Fund - Direct Not Ranked
1.47 1.3 21.3 33.1 39.1 -- -- --
Quantum Tax Saving Fund (G) Not Ranked
20.43 -0.5 18.0 33.1 48.2 25.3 16.9 17.9
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 -0.3 19.7 32.8 42.5 -- -- --
ING Tax Saving (G) Not Ranked
23.44 1.1 18.8 32.8 42.5 21.8 10.2 13.3
Principal Personal Tax Saver Rank 4
353.73 -0.1 18.4 32.6 47.4 24.1 13.6 11.9
Tata Tax Saving Fund Rank 3
144.15 1.3 21.1 32.6 38.0 22.1 13.6 13.4
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 1.9 20.8 32.5 51.0 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
5.99 -0.3 19.5 32.4 41.3 21.9 12.0 13.3
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 0.9 18.7 32.1 40.9 -- -- --
DWS Tax Saving Fund (G) Not Ranked
42.77 0.8 18.5 32.0 40.4 24.9 12.2 10.7
IDFC Tax Advantage (ELSS) (G) Rank 3
194.72 1.8 20.5 31.9 49.8 29.2 17.5 17.2
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 -0.2 19.0 31.7 41.8 -- -- --
Sundaram Tax Saver (G) Rank 5
1,139.83 -0.3 18.9 31.5 41.4 20.9 12.8 10.7
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 3.1 21.0 31.4 43.3 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 1.0 19.8 31.3 40.2 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 1.0 19.8 31.1 40.0 26.7 -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 1.2 19.3 30.7 40.1 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
30.84 3.1 20.7 30.7 41.9 23.7 12.4 9.6
Taurus Tax Shield - Direct (G) Not Ranked
0.26 0.4 18.4 30.6 40.1 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 0.4 18.3 30.4 39.6 20.3 11.2 11.7
UTI Equity Tax Saving (G) Rank 4
453.64 1.1 19.1 30.3 39.4 22.4 12.6 12.0
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 1.5 19.1 30.3 41.0 22.5 13.7 14.4
L&T Tax Saver Fund (G) Not Ranked
28.82 -1.2 16.3 30.0 46.4 22.7 11.6 10.2
UTI Master Equity Plan (US) Not Ranked
1,428.55 0.4 18.0 30.1 40.8 23.5 13.1 12.4
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 0.3 18.2 29.1 43.8 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 0.2 18.1 28.9 43.4 24.4 13.6 11.8
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 0.2 17.9 28.5 42.5 23.8 13.1 11.4
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 0.8 16.3 27.8 39.8 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
32.96 0.8 16.2 27.5 39.3 25.5 14.6 13.1
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 -- 14.5 27.1 47.0 22.5 12.5 13.9
IDFC Tax Saver Fund (G) Not Ranked
34.86 1.2 15.3 26.1 35.8 24.3 14.7 14.9
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 -1.1 19.7 23.4 33.1 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 -1.1 19.5 22.8 32.0 15.2 6.7 5.6
Religare Invesco AGILE Tax (G) Not Ranked
6.19 0.6 6.0 10.4 21.3 14.2 9.3 9.2
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 -0.6 28.4 -- -- -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 -0.6 28.4 -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 0.4 20.5 33.3 45.9 14.1 7.6 6.8

Note : Returns have been calculated based on NAV's as on Jul 30, 2014 & Index values as on Jul 31, 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.

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