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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 Aug 19, 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 0.9 17.6 62.4 103.7 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 0.9 17.4 61.8 102.4 33.8 26.6 21.4
HDFC Tax Saver - Direct (G) Not Ranked
74.77 2.4 11.9 48.1 77.8 -- -- --
HDFC Tax Saver (G) Rank 3
4,036.36 2.4 11.8 47.7 76.7 29.8 20.0 18.3
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 0.3 8.0 47.1 62.8 13.7 9.8 5.5
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 2.8 12.5 45.6 72.1 -- -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 2.1 18.9 45.3 80.0 32.3 21.7 12.9
JM Tax Gain Fund (G) Not Ranked
31.40 2.7 12.3 44.7 70.4 26.2 20.0 11.4
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 3.9 12.5 44.5 72.9 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
23.80 2.9 18.4 44.2 78.8 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 1.5 18.4 44.0 80.7 34.7 -- --
ICICI Pru Tax Plan (G) Rank 2
1,840.90 3.9 12.3 43.9 71.5 31.3 24.3 20.6
Axis Long Term Equity Fund (G) Rank 1
1,310.99 2.8 18.1 43.1 76.7 35.0 27.1 --
Principal Tax Savings - Direct Not Ranked
0.40 2.6 12.4 43.0 72.3 -- -- --
Principal Tax Savings Rank 2
227.71 2.5 12.3 42.8 71.7 31.7 25.7 15.6
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 2.8 14.6 41.6 66.0 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
808.27 2.8 14.4 41.2 65.2 29.4 22.9 17.4
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 4.3 15.9 41.2 59.5 -- -- --
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 4.3 15.8 41.1 59.2 29.4 22.4 18.0
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 4.2 16.9 40.5 69.0 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 1.4 20.8 40.4 -- -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.01 4.3 16.3 40.3 53.5 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 1.8 12.3 40.1 69.8 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 1.3 20.6 40.0 -- -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 4.2 16.2 40.0 54.5 17.0 8.3 4.2
Religare Invesco Tax Plan (G) Rank 2
159.04 4.1 16.5 39.8 67.3 28.9 20.6 18.8
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 1.7 12.1 39.6 68.7 27.5 22.8 16.5
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 2.6 14.9 38.7 67.3 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 3.3 13.9 38.5 68.2 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 2.6 14.8 38.4 66.5 26.3 22.1 15.4
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 0.8 14.5 38.2 70.0 35.1 26.5 --
Kotak Tax Saver - Direct (G) Not Ranked
1.12 4.5 13.6 38.1 55.9 -- -- --
HDFC Long Term Advantage (G) Rank 3
967.64 3.2 13.7 38.1 67.3 29.5 21.4 18.4
Kotak Tax Saver (G) Rank 5
369.34 4.5 13.5 37.7 55.1 18.2 15.9 12.2
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 1.7 16.1 37.6 63.6 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.49 -1.2 7.8 37.5 65.6 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 -1.3 7.7 37.3 65.1 24.5 18.4 15.8
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 1.7 15.9 37.0 62.5 27.2 20.0 14.0
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 2.5 12.4 37.0 54.8 -- -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 1.7 15.9 36.8 62.2 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 2.5 12.3 36.7 54.1 23.8 18.7 17.0
UTI Long Term Advantage S2 (G) Not Ranked
125.42 1.9 11.4 36.6 56.9 23.0 17.4 14.4
Reliance ELSF - Series 1 (G) Not Ranked
113.38 0.6 11.1 36.6 58.4 20.9 19.7 16.7
Birla Sun Life Tax Plan (G) Rank 3
135.05 1.6 15.7 36.3 61.1 26.4 19.9 14.7
UTI Long Term Advantage (G) Not Ranked
204.16 1.9 11.3 36.2 52.9 21.5 16.4 11.8
L&T Tax Advantage -Direct (G) Not Ranked
14.49 1.9 10.6 36.0 52.5 -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 3.3 14.2 35.7 58.7 -- -- --
Tata Tax Saving Fund - Direct Not Ranked
1.47 2.8 13.9 35.6 48.5 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 2.3 11.4 35.6 54.3 -- -- --
L&T Tax Advantage (G) Rank 4
1,262.67 1.9 10.4 35.6 51.6 22.8 17.4 16.6
Sundaram Tax Saver (G) Rank 5
1,139.83 2.3 11.3 35.3 53.8 20.2 17.2 11.9
Franklin India Tax Shield (G) Rank 3
1,133.25 3.3 14.1 35.3 57.7 25.5 21.0 18.4
Principal Personal Tax Saver Rank 4
353.73 1.7 9.6 35.1 56.4 23.4 18.6 13.0
Tata Tax Saving Fund Rank 3
144.15 2.7 13.7 35.1 47.3 21.4 17.2 14.6
ING Tax Saving -Direct (G) Not Ranked
0.05 2.5 9.2 35.0 55.4 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 2.5 10.3 34.9 51.8 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 1.9 10.4 34.6 54.6 -- -- --
DWS Tax Saving Fund (G) Not Ranked
42.77 2.5 10.1 34.3 51.3 24.9 17.3 11.9
ING Tax Saving (G) Not Ranked
23.44 2.4 8.9 34.1 53.4 21.6 14.4 14.1
Quantum Tax Saving Fund (G) Not Ranked
20.43 3.4 10.0 34.1 54.5 24.9 21.6 18.6
JPMorgan Tax Advantage (G) Not Ranked
5.99 1.8 10.1 34.0 53.3 21.3 16.4 14.7
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 3.2 16.0 33.9 55.7 -- -- --
UTI Master Equity Plan (US) Not Ranked
1,428.55 3.3 10.6 33.8 52.1 22.7 18.0 13.9
LIC NOMURA Tax Plan (G) Not Ranked
30.84 3.1 15.7 33.3 54.2 23.4 17.8 11.1
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 1.6 14.7 33.0 61.0 -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.26 2.1 8.9 33.0 52.3 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 2.1 8.9 32.7 51.7 19.5 15.2 12.4
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 2.3 11.7 32.7 51.2 -- -- --
L&T Tax Saver Fund (G) Not Ranked
28.82 0.5 7.6 32.6 55.1 21.5 15.7 11.3
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 2.9 13.0 32.5 49.9 21.8 17.3 15.8
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 1.5 14.4 32.4 59.7 27.9 22.6 17.8
UTI Equity Tax Saving (G) Rank 4
453.64 2.3 11.5 32.3 50.5 21.8 16.5 13.1
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 1.1 10.6 32.0 50.5 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 1.1 10.5 31.9 50.1 25.4 -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 2.1 10.9 30.7 55.3 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 2.1 10.8 30.5 54.8 24.1 18.6 12.7
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 2.0 10.7 30.1 53.9 23.5 18.1 12.3
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 1.2 8.3 28.9 54.3 22.2 16.3 14.9
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 1.3 10.9 27.6 49.1 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
32.96 1.3 10.8 27.3 48.5 23.5 17.9 14.2
IDFC Tax Saver Fund (G) Not Ranked
34.86 2.0 9.6 26.2 45.5 23.6 19.7 15.5
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 1.6 11.5 24.6 45.6 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 1.6 11.3 24.1 44.4 15.1 12.1 6.9
Religare Invesco AGILE Tax (G) Not Ranked
6.19 2.3 10.2 10.8 31.8 12.8 13.3 10.7
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 2.1 20.8 -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 2.1 20.8 -- -- -- -- --
CATEGORY AVERAGE 2.2 12.8 35.4 56.2 13.8 10.1 7.4

Note : Returns have been calculated based on NAV's as on Aug 19, 2014 & Index values as on Aug 19, 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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