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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 Oct 21, 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 -0.8 10.3 48.1 93.3 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 -0.8 10.1 47.6 91.9 35.1 30.1 20.6
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 -3.3 8.8 39.2 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 -3.3 8.8 39.1 -- -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 -1.2 11.8 38.9 61.7 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 -1.3 11.6 38.5 60.7 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 -3.1 8.5 38.0 77.1 33.0 -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 -4.5 7.6 38.0 74.8 31.7 25.4 13.6
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 -0.2 9.2 35.0 59.8 36.0 29.5 21.4
Axis Long Term Equity - Direct (G) Not Ranked
23.80 -2.4 7.3 33.2 65.1 -- -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
0.99 -1.3 7.7 32.3 47.4 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 -2.5 6.9 32.2 62.8 34.5 28.1 --
BNP Paribas Long Term Equity (G) Rank 2
203.73 -1.3 7.6 32.2 47.1 28.3 23.5 15.9
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 -2.3 7.8 31.2 54.1 -- -- --
Religare Invesco Tax Plan (G) Rank 2
159.04 -2.5 7.5 30.4 52.5 27.8 22.4 16.7
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 -1.0 9.7 30.3 50.8 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.12 -1.4 9.7 29.8 44.8 -- -- --
Franklin India Tax Shield (G) Rank 3
1,133.25 -1.0 9.4 29.8 49.8 26.4 21.4 17.1
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 -2.1 6.8 29.8 57.3 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 -2.1 6.3 29.6 54.8 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 -3.5 5.2 29.6 48.7 -- -- --
Kotak Tax Saver (G) Rank 5
369.34 -1.4 9.5 29.4 44.1 17.6 16.7 10.4
ICICI Pru Tax Plan (G) Rank 2
1,840.90 -2.2 6.6 29.2 56.1 29.2 24.2 17.8
DSP-BRTax Saver Fund (G) Rank 3
808.27 -3.5 5.1 29.2 48.0 26.7 23.7 14.8
JM Tax Gain Fund (G) Not Ranked
31.40 -2.1 6.1 29.1 53.2 24.8 20.5 8.9
HDFC Tax Saver - Direct (G) Not Ranked
74.77 -3.1 3.9 28.6 57.1 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
113.38 -1.0 7.4 28.4 54.4 20.9 22.2 15.3
HDFC Tax Saver (G) Rank 3
4,036.36 -3.1 3.8 28.3 56.2 26.0 21.0 15.4
Escorts Tax Plan - Direct (G) Not Ranked
0.01 -2.0 7.7 28.1 48.0 -- -- --
Principal Tax Savings - Direct Not Ranked
0.40 -3.3 4.1 27.8 51.7 -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 -2.1 7.6 27.7 48.9 13.9 8.1 2.5
Principal Tax Savings Rank 2
227.71 -3.3 4.0 27.6 51.1 28.1 25.9 13.5
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 -3.3 5.3 27.3 48.5 -- -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 -3.3 5.1 26.8 47.4 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 -3.3 5.0 26.7 47.5 25.3 21.5 10.9
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 -1.8 5.4 26.4 31.4 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
135.05 -3.3 4.9 26.2 46.2 24.4 21.1 12.8
Baroda Pioneer ELSS 96 Not Ranked
29.52 -1.9 5.3 26.0 30.3 14.3 12.5 4.9
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 -3.6 4.1 25.6 47.6 -- -- --
Tata Tax Saving Fund - Direct Not Ranked
1.47 -3.4 5.3 25.4 35.8 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 -4.1 5.3 25.3 40.7 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 -3.6 4.0 25.3 46.9 24.1 22.0 12.9
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 -2.7 4.8 25.2 40.5 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 -3.7 4.9 25.3 50.1 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.49 -4.7 1.1 25.2 51.4 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 -4.7 1.1 25.0 51.0 23.3 20.1 13.4
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 -2.7 4.7 24.9 39.9 21.7 19.8 15.2
Tata Tax Saving Fund Rank 3
144.15 -3.5 5.1 25.0 34.7 20.6 17.7 12.8
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 -3.7 4.7 24.8 49.1 24.7 23.3 14.1
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 -4.8 3.7 24.7 41.3 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
30.84 -4.1 5.0 24.6 39.3 21.6 17.6 9.5
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 -1.9 1.3 24.1 45.9 11.5 11.5 3.2
L&T Tax Advantage -Direct (G) Not Ranked
14.49 -2.2 5.1 24.0 39.7 -- -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 -5.0 3.3 23.9 39.9 25.2 20.9 14.6
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 -3.1 4.9 23.8 39.2 -- -- --
L&T Tax Advantage (G) Rank 4
1,262.67 -2.2 4.9 23.6 38.9 21.6 17.7 14.3
Sundaram Tax Saver (G) Rank 5
1,139.83 -3.2 4.8 23.6 38.7 18.9 17.9 9.4
UTI Long Term Advantage S2 (G) Not Ranked
125.42 -3.1 3.3 23.5 40.4 20.7 17.6 12.0
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 -3.0 4.4 23.3 35.3 -- -- --
UTI Long Term Advantage (G) Not Ranked
204.16 -3.1 3.3 23.2 39.9 18.2 16.8 9.7
DWS Tax Saving Fund (G) Not Ranked
42.77 -2.8 4.4 23.2 35.4 22.2 18.0 9.2
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 -2.5 4.2 23.0 36.9 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 -3.4 5.3 23.0 37.6 21.0 17.6 13.8
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 -2.6 3.8 22.9 39.1 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 -2.5 4.1 22.9 36.5 22.4 18.4 10.0
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 -2.6 4.6 22.8 36.0 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 -2.1 4.9 22.6 35.7 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 -4.6 2.5 22.4 46.8 -- -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 -2.6 4.0 22.4 35.6 21.7 17.8 9.6
Edelweiss ELSS Fund (G) Not Ranked
32.96 -2.1 4.8 22.4 35.2 22.5 19.2 12.7
JPMorgan Tax Advantage (G) Not Ranked
5.99 -2.7 3.5 22.3 38.0 19.7 16.5 12.1
UTI Equity Tax Saving (G) Rank 4
453.64 -2.7 4.4 22.3 35.3 19.8 17.1 11.0
Quantum Tax Saving Fund (G) Not Ranked
20.43 -1.3 6.3 22.3 41.6 23.3 21.6 16.5
HDFC Long Term Advantage (G) Rank 3
967.64 -4.6 2.4 22.1 46.0 25.4 21.2 15.3
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 -1.4 3.0 21.7 37.6 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 -1.5 3.0 21.7 37.4 23.2 -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 -2.5 3.1 21.6 36.5 -- -- --
Principal Personal Tax Saver Rank 4
353.73 -2.9 3.2 21.3 39.4 21.2 19.1 10.6
L&T Tax Saver Fund (G) Not Ranked
28.82 -2.1 4.3 21.3 40.1 21.6 17.3 9.1
Taurus Tax Shield - Direct (G) Not Ranked
0.26 -2.4 2.5 21.2 35.2 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 -2.3 2.5 21.2 34.8 16.3 15.5 9.9
ING Tax Saving (G) Not Ranked
23.44 -2.5 2.9 20.9 34.8 18.6 14.1 11.3
UTI Master Equity Plan (US) Not Ranked
1,428.55 -3.1 4.1 20.7 35.0 19.9 17.2 11.8
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 -2.1 4.9 19.8 39.3 21.4 18.0 11.9
IDFC Tax Saver Fund (G) Not Ranked
34.86 -4.5 1.4 16.3 26.3 20.4 17.5 12.0
Religare Invesco AGILE Tax (G) Not Ranked
6.19 -4.6 -2.5 1.6 7.9 7.9 10.4 7.2
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 -2.6 5.2 26.0 43.6 12.8 10.4 6.5

Note : Returns have been calculated based on NAV's as on Oct 21, 2014 & Index values as on Oct 21, 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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