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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 Sep 04, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
L&T Tax Saver Fund (G) Not Ranked
29.46 -9.2 1.9 -4.1 10.1 32.2 21.0 8.0
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.84 -9.3 -1.2 -4.1 12.0 -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
34.33 -9.3 -1.2 -4.3 11.7 -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.83 -9.2 1.1 -4.8 11.3 32.3 21.6 8.2
IDBI Equity Advantage -Direct (G) Not Ranked
5.30 -8.5 2.0 -5.7 24.2 42.5 -- --
IDBI Equity Advantage - Reg (G) Not Ranked
317.25 -8.5 1.8 -6.0 23.2 41.5 -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
3.23 -10.0 -2.4 -6.0 11.2 34.2 -- --
BNP Paribas Long Term Equity (G) Rank 2
388.04 -10.0 -2.6 -6.3 10.6 33.7 24.8 14.4
Franklin (I) Tax Shield -Direct (G) Not Ranked
69.98 -8.9 -2.0 -6.4 13.2 36.6 -- --
Kotak Tax Saver - Direct (G) Not Ranked
3.59 -7.6 0.2 -6.4 16.7 38.0 -- --
Axis Long Term Equity - Direct (G) Not Ranked
133.29 -7.0 0.4 -6.6 17.3 47.0 -- --
L&T Tax Advantage -Direct (G) Not Ranked
29.39 -9.7 -0.9 -6.6 7.5 29.6 -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.09 -9.2 -2.5 -6.7 11.7 30.4 -- --
Franklin India Tax Shield (G) Rank 2
1,658.95 -9.0 -2.2 -6.8 12.2 35.5 24.1 14.5
Tata Tax Saving Fund - Direct (G) Not Ranked
31.88 -9.0 -0.8 -6.8 -- -- -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
405.38 -8.9 -2.2 -6.8 6.0 44.3 26.6 11.0
Edelweiss ELSS Fund (G) Not Ranked
56.67 -9.2 -2.6 -6.8 11.2 29.8 22.1 11.2
L&T Tax Advantage (G) Rank 3
1,558.76 -9.8 -1.0 -6.9 6.8 28.8 19.7 10.1
Axis Long Term Equity Fund (G) Rank 1
4,996.45 -7.1 0.2 -7.1 15.7 45.1 31.7 19.7
Kotak Tax Saver - Regular (G) Rank 3
494.64 -7.7 -0.2 -7.1 15.5 37.0 19.7 9.3
Tata Tax Saving Fund - Regular Plan (G) Not Ranked
1.43 -9.1 -1.0 -7.2 -- -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
14.14 -9.2 -0.7 -7.2 7.4 34.3 -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
11.63 -10.0 -3.0 -7.2 13.9 36.9 -- --
ICICI Pru RIGHT Fund (G) Not Ranked
65.19 -10.2 -3.1 -7.3 13.9 41.7 30.1 18.8
Tata Tax Saving Fund - Regular Plan (D) Rank 4
184.61 -9.1 -1.1 -7.3 3.2 24.0 17.3 10.0
DSP-BRTax Saver Fund (G) Rank 3
1,096.27 -9.2 -0.9 -7.4 6.8 33.6 24.0 11.5
Tata Tax Advantage Fund-1(G) Not Ranked
99.12 -8.2 -0.1 -7.6 11.3 29.8 20.6 11.9
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.51 -8.2 -0.3 -7.7 9.6 30.6 -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
41.69 -9.0 -2.0 -7.7 5.8 43.8 28.5 --
JM Tax Gain Fund -Direct (G) Not Ranked
0.33 -10.3 -2.6 -7.7 8.2 37.1 -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 2
334.20 -10.0 -3.2 -7.8 12.1 35.2 25.4 13.3
Religare Invesco Tax Plan - DP (G) Not Ranked
4.99 -8.8 -2.4 -7.9 12.2 39.1 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
34.14 -10.0 -1.4 -8.0 16.9 38.7 -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
5.58 -9.9 -1.4 -8.1 16.2 37.7 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.00 -8.3 -0.6 -8.1 8.6 29.9 21.3 8.9
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.97 -9.7 -1.8 -8.2 -- -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
96.03 -7.3 -0.7 -8.2 4.0 34.3 -- --
Birla SL Tax Relief 96 (G) Rank 2
1,930.42 -10.0 -1.5 -8.2 16.1 37.8 26.4 11.1
Birla SL Tax Savings (G) Not Ranked
25.76 -10.1 -1.6 -8.3 14.6 31.7 20.5 9.4
Reliance ELSF - Series 1 (G) Not Ranked
125.88 -7.7 -0.4 -8.3 8.7 32.2 19.1 10.9
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
40.63 -9.7 -1.9 -8.3 -- -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.56 -9.1 -1.8 -8.4 6.4 27.3 -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
46.39 -8.4 -0.7 -8.4 7.9 29.1 20.6 8.4
JM Tax Gain Fund (G) Not Ranked
31.85 -10.4 -3.1 -8.5 7.1 35.7 23.1 7.3
Birla Sun Life Tax Plan (G) Rank 3
257.62 -9.9 -1.6 -8.5 15.1 36.6 25.5 13.1
SBI Magnum Tax Gain - Direct (G) Not Ranked
96.23 -8.9 -3.0 -8.5 6.3 34.2 -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 -10.0 -1.6 -8.6 14.6 32.6 -- --
ICICI Pru Tax Plan (G) Rank 3
2,529.16 -7.3 -0.9 -8.6 3.1 33.2 23.6 12.7
Religare Invesco Tax Plan (G) Rank 1
239.56 -8.9 -2.8 -8.7 10.2 37.2 24.6 13.2
SBI Magnum Tax Gain (G) Rank 3
4,788.51 -9.0 -3.2 -8.8 5.7 33.5 22.0 11.6
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.20 -8.9 -1.3 -8.9 10.0 31.1 -- --
DWS Tax Saving Fund (G) Not Ranked
44.35 -9.2 -2.1 -9.0 5.5 26.5 20.3 7.0
Sundaram Tax Saver -Direct (G) Not Ranked
13.85 -11.3 -1.9 -9.0 5.4 28.8 -- --
Sundaram Tax Saver (G) Rank 4
1,155.75 -11.3 -2.0 -9.2 5.1 28.4 18.4 8.6
Escorts Tax Plan - Direct (G) Not Ranked
0.04 -8.5 -5.2 -9.2 11.4 32.4 -- --
Escorts Tax Plan (G) Not Ranked
2.91 -8.5 -5.2 -9.3 10.6 32.3 17.5 0.9
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.64 -9.5 -0.9 -9.3 3.1 33.9 -- --
HSBC Tax Saver Equity Fund (G) Rank 3
183.33 -9.6 -1.1 -9.6 2.4 32.9 21.5 10.8
Quantum Tax Saving Fund (G) Not Ranked
33.77 -9.9 -7.0 -9.8 -5.5 22.1 16.5 9.2
HDFC Long Term Advant. - Direct (G) Not Ranked
42.45 -10.3 -3.3 -9.8 -3.6 27.7 -- --
JPMorgan Tax Advantage (G) Not Ranked
10.55 -9.0 -1.6 -9.9 8.0 29.4 19.3 9.8
HDFC Long Term Advantage (G) Rank 5
1,126.60 -10.3 -3.4 -10.0 -4.0 27.0 19.6 10.0
UTI Long Term Advantage S2 (G) Not Ranked
133.46 -11.1 -2.8 -10.1 1.4 26.8 17.9 8.7
UTI Master Equity Plan (US) Not Ranked
1,645.58 -11.0 -2.8 -10.1 0.1 23.7 17.4 9.0
UTI Long Term Advantage (G) Not Ranked
221.08 -11.1 -2.9 -10.1 1.4 25.6 16.9 6.8
UTI Equity Tax Saving - Direct (G) Not Ranked
13.68 -10.3 -2.2 -10.3 4.3 26.6 -- --
Principal Personal Tax Saver Rank 3
351.91 -9.5 -2.5 -10.6 0.9 26.0 17.8 7.5
UTI Equity Tax Saving (G) Rank 4
590.69 -10.4 -2.4 -10.7 3.4 25.7 17.9 8.7
Principal Tax Savings - Direct Not Ranked
1.73 -11.9 -3.2 -10.9 1.0 32.2 -- --
Principal Tax Savings Rank 3
264.77 -11.9 -3.3 -11.2 0.5 31.7 22.5 10.5
LIC NOMURA Tax Plan - Direct (G) Not Ranked
1.75 -9.5 -4.1 -11.2 8.6 30.8 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.75 -11.8 -3.8 -11.3 1.2 25.5 -- --
LIC NOMURA Tax Plan (G) Not Ranked
47.17 -9.5 -4.3 -11.4 8.0 29.8 20.9 9.5
Sahara Taxgain - Direct (G) Not Ranked
0.84 -12.3 -5.2 -11.7 -8.8 25.6 -- --
Religare Invesco AGILE Tax (G) Not Ranked
5.15 -10.0 -2.1 -11.7 -2.3 10.8 8.4 5.4
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
27.74 -10.8 -3.7 -11.8 1.7 26.8 -- --
Taurus Tax Shield (G) Not Ranked
79.30 -11.9 -4.3 -11.9 0.4 24.8 15.1 6.0
Can Robeco Eqty TaxSaver (G) Rank 4
849.57 -10.8 -3.8 -12.0 1.2 26.2 18.4 10.0
Sahara Taxgain (G) Not Ranked
9.54 -12.3 -5.4 -12.0 -9.2 25.1 15.5 7.1
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.67 -10.6 -3.8 -12.7 -- -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 -10.6 -3.8 -12.7 4.3 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
2.42 -10.9 -3.3 -12.7 2.9 25.4 -- --
Union KBC Tax Saver Scheme (G) Not Ranked
78.65 -11.0 -3.5 -13.0 2.3 24.9 19.7 --
HDFC Tax Saver - Direct (G) Not Ranked
172.28 -11.9 -5.5 -13.0 -3.8 31.3 -- --
HDFC Tax Saver (G) Rank 5
4,794.98 -12.0 -5.6 -13.2 -4.3 30.6 19.5 8.6
Tata Infra Tax Saving Fund (G) Not Ranked
6.78 -11.7 -3.9 -13.2 4.9 31.9 12.7 1.3
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.09 -10.7 -4.1 -13.3 2.3 -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
41.24 -10.7 -4.1 -13.3 -- -- -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
151.51 -13.5 -6.9 -17.1 1.5 46.1 -- --
Reliance Tax Saver (ELSS) (G) Rank 3
4,294.44 -13.5 -7.1 -17.4 0.7 45.0 26.0 13.5
IDFC Tax Saver Fund (G) Not Ranked
37.52 -10.2 -9.5 -17.8 -3.0 19.1 16.6 8.0
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
33.67 -9.1 0.9 -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.77 -9.1 1.0 -- -- -- -- --
CATEGORY AVERAGE -8.1 -1.6 -8.9 6.8 30.3 18.0 8.5

Note : Returns have been calculated based on NAV's as on Sep 04, 2015 & Index values as on Sep 04, 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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