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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 May 23, 2017
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 17
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
Reliance Tax Saver (ELSS) (G) Rank 3
6,327.36 1.5 5.8 19.2 32.4 9.0 17.1 22.6
HSBC Tax Saver Equity -Direct (G) Not Ranked
2.59 0.8 7.7 24.5 32.4 13.9 16.8 --
UTI Long Term Advantage S3 (G) Not Ranked
8.60 -1.2 6.7 24.5 29.6 -- -- --
HSBC Tax Saver Equity Fund (G) Not Ranked
174.33 0.7 7.5 24.1 31.5 13.1 15.9 21.4
IDFC Tax Adv. (ELSS) -Direct (G) Rank 3
27.93 0.8 9.6 23.8 29.1 10.1 19.8 --
Motilal MOSt Long Term Fund -DP (G) Not Ranked
18.18 -1.2 7.4 23.5 40.7 20.2 -- --
Sponsored Advt.
DSP-BRTax Saver Fund (G) Rank 1
1,757.06 0.7 5.4 16.0 31.4 14.6 18.4 22.7
JM Tax Gain Fund -Direct (G) Not Ranked
0.56 0.9 8.0 23.2 35.5 12.5 17.5 --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
487.12 0.7 9.3 23.2 27.7 8.9 18.3 22.5
UTI Long Term Advantage S3 (G) Not Ranked
226.23 -1.4 6.2 23.2 26.7 -- -- --
Principal Tax Savings - Direct Rank 1
3.10 1.4 9.1 22.8 37.3 14.5 16.4 --
Principal Tax Savings Rank 1
287.63 1.4 9.1 22.6 36.8 14.0 15.8 22.8
Motilal MOSt Long Term Fund -RP (G) Not Ranked
235.21 -1.4 7.0 22.6 38.6 18.4 -- --
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
13.18 1.6 8.2 22.3 41.7 -- -- --
JM Tax Gain Fund (G) Not Ranked
28.63 0.8 7.7 22.2 32.8 10.1 15.6 20.7
DHFL Pramerica Tax Plan -Direct (G) Not Ranked
1.30 1.5 7.7 22.0 29.2 12.1 16.4 --
L&T Tax Advantage -Direct (G) Rank 2
52.44 1.4 9.5 21.9 34.4 14.9 18.3 --
L&T Tax Advantage (G) Not Ranked
1,877.83 1.3 9.3 21.4 33.4 14.1 17.6 20.1
Sundaram Tax Saver -Direct (G) Rank 3
28.60 0.4 6.9 21.1 31.1 13.6 17.6 --
DHFL Pramerica Tax Plan (G) Not Ranked
41.46 1.4 7.3 21.1 27.4 10.5 15.1 19.7
Tata India Tax Savings Fund - Direct (G) Rank 2
229.31 -0.1 8.0 20.9 28.0 15.0 -- --
Sundaram Tax Saver (G) Rank 3
1,386.92 0.4 6.7 20.8 30.6 13.2 17.2 19.4
Taurus Tax Shield - Direct (G) Not Ranked
1.03 2.3 8.2 20.5 29.9 11.2 13.9 --
L&T Long Term Adv. Fund - I (G) Not Ranked
2.06 1.5 7.6 20.3 32.9 16.9 19.4 21.8
Tata India Tax Savings Fund - Reg (G) Rank 2
283.59 -0.3 7.7 20.3 26.8 13.8 -- --
Taurus Tax Shield (G) Not Ranked
52.84 2.3 8.1 20.2 29.0 9.8 12.8 16.5
L&T Tax Saver Fund (G) Not Ranked
28.44 1.8 8.2 19.8 33.9 16.8 18.6 21.2
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
379.90 1.6 6.0 19.8 33.5 9.8 18.0 --
Kotak Tax Saver - Direct (G) Rank 2
10.94 0.3 6.1 19.7 34.2 12.5 20.6 --
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.49 0.5 6.8 19.4 25.7 8.1 16.2 --
HDFC Tax Saver - Direct (G) Rank 3
342.52 1.1 6.8 19.3 38.6 10.9 12.9 --
Reliance Tax Saver (ELSS) (G) Rank 3
6,327.36 1.5 5.8 19.2 32.4 9.0 17.1 22.6
Birla SL Tax Relief 96-Direct (G) Not Ranked
155.77 -0.4 7.6 18.9 23.7 11.1 21.1 --
HDFC Long Term Advant. - Direct (G) Rank 2
82.98 1.4 6.1 18.9 32.0 13.5 15.1 --
HDFC Tax Saver (G) Not Ranked
5,359.88 1.1 6.6 18.9 37.6 10.3 12.3 18.7
Edelweiss ELSS Fund (G) Not Ranked
63.66 0.4 6.6 18.9 24.7 7.3 15.4 18.6
Tata Infra Tax Saving Fund (G) Not Ranked
6.07 -1.2 8.4 18.8 27.7 9.0 12.9 15.1
Kotak Tax Saver - Regular (G) Rank 2
529.67 0.2 5.7 18.7 32.1 10.8 19.1 19.0
Birla Sun Life Tax Plan-Direct (G) Not Ranked
25.01 -0.4 7.6 18.7 23.2 10.8 20.5 --
Reliance ELSF - Series 1 (G) Not Ranked
114.40 1.1 6.1 18.6 28.0 5.8 12.1 16.0
SBI Tax Advantage Sr-2 (G) Not Ranked
29.65 -0.1 3.6 18.5 35.0 14.5 21.2 25.7
HDFC Long Term Advantage (G) Rank 2
1,215.99 1.4 5.9 18.5 31.1 12.8 14.4 19.4
Birla SL Tax Savings (G) Not Ranked
24.14 -0.7 6.8 18.4 22.5 9.7 16.1 18.4
Birla SL Tax Relief 96 (G) Not Ranked
2,579.70 -0.5 7.4 18.4 22.5 10.1 20.1 22.8
UTI LTEF (Tax Saving) - Direct (G) Rank 3
31.62 0.4 5.6 18.3 26.0 10.3 15.1 --
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 -0.6 6.8 18.3 22.6 9.9 16.4 --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
42.65 1.7 8.2 18.0 24.5 7.5 13.4 --
Birla Sun Life Tax Plan (G) Not Ranked
426.94 -0.5 7.3 18.0 21.8 9.6 19.3 22.1
UTI Long Term Advantage S2 (G) Not Ranked
125.50 0.5 5.3 17.9 25.5 9.0 12.8 17.3
BNP Paribas Long Term Equity-DP (G) Rank 5
6.80 0.2 7.3 17.9 17.3 6.7 15.6 --
UTI LTEF (Tax Saving) (G) Rank 3
705.59 0.3 5.3 17.7 24.7 9.2 14.0 17.4
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.02 -0.2 6.1 17.7 27.1 8.5 14.3 --
Sahara Taxgain - Direct (G) Not Ranked
0.84 0.3 5.6 17.7 28.4 9.6 8.7 --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
6.22 -0.2 6.1 17.7 27.1 8.5 -- --
ICICI Pru RIGHT Fund (G) Not Ranked
50.84 2.8 5.4 17.6 29.2 6.9 18.2 23.7
Can Robeco Eqty TaxSaver (G) Not Ranked
770.73 1.7 8.0 17.6 23.7 6.8 12.8 17.0
BOI AXA Tax Advantage - Direct (G) Not Ranked
3.03 -0.7 6.1 17.6 23.4 8.0 14.3 --
Edelweiss Tax Advantage -Direct (G) Not Ranked
0.42 2.2 7.1 17.5 21.6 7.9 14.4 --
BNP Paribas Long Term Equity (G) Rank 5
491.01 0.1 7.1 17.4 16.3 5.9 14.8 19.7
Edelweiss Tax Advantage (G) Not Ranked
11.84 2.2 7.0 17.2 20.7 6.9 13.0 16.8
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
68.21 -0.3 5.9 17.2 26.1 7.5 -- --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.10 -0.3 5.9 17.2 26.1 7.5 13.0 --
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.43 -0.7 6.0 17.2 22.5 7.2 13.5 18.5
UTI Master Equity Plan (US) Not Ranked
1,708.15 1.0 3.8 17.1 26.0 9.9 12.9 17.8
Sahara Taxgain (G) Not Ranked
7.07 0.2 5.3 17.1 27.0 8.5 7.9 15.7
Invesco India Tax Plan - DP (G) Rank 3
15.88 1.6 5.6 17.0 25.2 11.2 19.6 --
DSP-BRTax Saver Fund -Direct (G) Rank 1
98.68 0.8 5.8 16.8 32.8 15.6 19.3 --
BOI AXA Tax Advtg -RP (G) Not Ranked
63.64 -0.8 5.8 16.8 21.7 6.4 12.7 17.8
LIC Tax Plan - Direct (G) Not Ranked
4.95 1.0 5.7 16.7 24.2 5.3 15.7 --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.35 0.3 5.5 16.7 32.3 -- -- --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
21.85 0.2 5.4 16.5 31.8 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
13.50 -0.2 7.7 16.2 20.6 7.5 21.6 --
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.93 0.9 6.8 16.1 34.6 11.3 -- --
LIC Tax Plan (G) Not Ranked
76.33 0.9 5.3 16.1 23.0 4.4 14.8 17.4
DSP-BRTax Saver Fund (G) Rank 1
1,757.06 0.7 5.4 16.0 31.4 14.6 18.4 22.7
Invesco India Tax Plan (G) Rank 3
338.65 1.4 5.2 16.0 23.1 9.3 17.6 21.4
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
28.45 0.9 6.7 15.9 34.1 10.8 -- --
Axis Long Term Equity - Direct (G) Rank 4
660.07 0.6 6.8 15.9 19.5 7.3 19.5 --
SBI Magnum Tax Gain - Direct (G) Not Ranked
196.00 1.4 5.4 15.4 23.0 6.5 14.6 --
Axis Long Term Equity Fund (G) Rank 4
10,675.84 0.5 6.5 15.2 18.2 6.1 18.1 24.1
IDBI Equity Advantage - Reg (G) Not Ranked
536.84 -0.3 7.2 15.2 19.1 6.4 20.5 --
SBI Magnum Tax Gain (G) Not Ranked
4,920.52 1.3 5.3 15.1 22.3 5.9 13.9 18.6
Invesco India AGILE Tax (G) Not Ranked
4.47 -0.7 3.4 14.8 23.5 5.7 7.7 9.7
Principal Personal Tax Saver Not Ranked
311.05 2.4 4.9 14.4 25.1 7.7 11.5 17.3
Escorts Tax Plan (G) Not Ranked
3.97 0.4 5.5 14.4 23.2 17.1 24.1 19.0
Escorts Tax Plan - Direct (G) Not Ranked
1.14 0.4 5.5 14.3 23.2 17.2 24.5 --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
2.16 -0.9 3.0 14.1 26.5 13.2 -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
40.93 -0.9 2.9 14.0 26.5 13.0 -- --
Quantum Tax Saving Fund - D(G) Not Ranked
48.14 2.0 3.0 13.9 26.7 13.0 14.1 19.3
Union Tax Saver - Direct (G) Not Ranked
4.55 0.1 4.9 13.8 17.4 3.1 9.3 --
Franklin (I) Tax Shield -Direct (G) Rank 3
225.79 0.5 3.1 13.7 19.5 9.3 18.2 --
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 3
252.79 -1.4 2.8 13.6 22.9 9.7 14.0 --
Union Tax Saver Scheme (G) Not Ranked
132.72 -- 4.6 13.2 16.1 2.1 8.4 15.5
Franklin India Tax Shield (G) Rank 3
2,378.99 0.5 2.8 13.1 18.3 8.3 17.2 20.4
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
3,653.89 -1.5 2.5 12.8 21.4 8.4 12.8 20.4
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
46.56 -0.7 3.1 12.5 24.7 9.6 -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
3.42 -0.7 3.1 12.5 24.7 9.8 -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
2.09 -0.6 2.5 12.4 22.9 8.4 19.5 --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
38.99 -0.7 2.4 12.3 22.8 8.3 19.3 --
Mahindra MF KBY - DP (G) Not Ranked
2.13 1.1 3.9 12.2 -- -- -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
390.16 -0.5 1.9 12.1 19.8 7.5 17.0 20.9
Mahindra MF KBY - RP (G) Not Ranked
113.56 0.9 3.2 10.8 -- -- -- --
SBI LTAF-Sr-4 Regular- Direct (G) Not Ranked
0.10 -0.8 -- -- -- -- -- --
UTI Long Term Advantage S4 (G) Not Ranked
79.60 1.7 8.4 -- -- -- -- --
Quantum Tax Saving Fund - (G) Not Ranked
0.00 2.0 -- -- -- -- -- --
UTI Long Term Advantage S5 (G) Not Ranked
1.40 -2.6 -- -- -- -- -- --
UTI Long Term Advantage S5 (G) Not Ranked
0.05 -2.4 -- -- -- -- -- --
SBI LTAF-Sr-4 Regular (G) Not Ranked
1.11 -0.8 -- -- -- -- -- --
UTI Long Term Advantage S4 (G) Not Ranked
3.49 1.9 9.0 -- -- -- -- --
CATEGORY AVERAGE 0.4 5.6 16.2 24.0 8.6 12.2 13.4

Note : Returns have been calculated based on NAV's as on May 23, 2017 & Index values as on May 23, 2017

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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