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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 Jun 30, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Escorts Tax Plan - Direct (G) Not Ranked
0.07 2.7 15.6 12.1 19.1 25.9 29.0 --
Escorts Tax Plan (G) Not Ranked
2.69 2.8 15.6 11.9 18.9 25.3 28.9 8.6
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
2.34 3.4 11.6 8.0 -- -- -- --
Quantum Tax Saving Fund (G) Not Ranked
83.66 2.9 10.4 7.3 8.6 9.7 19.8 13.8
HDFC Long Term Advant. - Direct (G) Not Ranked
48.91 1.9 9.2 7.3 4.2 8.1 20.4 --
Mirae Asset Tax Saver Fund - RP (G) Not Ranked
31.01 3.3 11.2 7.1 -- -- -- --
HDFC Long Term Advantage (G) Rank 4
986.72 1.9 9.0 7.0 3.5 7.5 19.7 12.1
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
3.00 5.3 16.0 6.9 9.3 -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
54.74 5.3 16.0 6.8 9.0 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
18.28 3.7 10.2 6.5 6.9 14.2 24.2 --
DHFL Pramerica Tax Plan -Direct (G) Not Ranked
0.70 2.1 8.3 6.3 4.3 12.2 19.6 --
DSP-BRTax Saver Fund (G) Rank 3
1,037.84 3.7 10.0 6.2 6.3 13.6 23.5 15.3
Franklin (I) Tax Shield -Direct (G) Not Ranked
187.43 2.6 8.4 6.2 4.6 17.6 25.0 --
IDFC Tax Saver Fund (G) Not Ranked
29.98 2.5 9.6 6.0 -4.6 6.1 14.5 11.0
Franklin India Tax Shield (G) Rank 2
1,691.96 2.5 8.2 5.7 3.6 16.6 24.0 16.0
Sundaram Tax Saver -Direct (G) Not Ranked
25.73 4.7 11.4 5.7 4.2 13.0 19.9 --
SBI Tax Advantage Sr-1 (G) Not Ranked
1,202.92 3.6 14.0 5.7 4.4 13.9 27.9 15.3
DHFL Pramerica Tax Plan (G) Not Ranked
39.21 2.1 8.0 5.6 2.9 11.0 18.6 11.5
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
1.06 5.1 10.8 5.6 -3.7 -- -- --
Sundaram Tax Saver (G) Rank 4
1,681.56 4.7 11.3 5.5 3.9 12.7 19.5 12.9
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
35.06 5.1 10.7 5.4 -4.0 -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
4.65 5.3 14.2 5.3 5.0 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
34.10 4.1 10.5 5.3 4.0 12.3 21.1 --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
65.71 5.3 14.1 5.3 4.8 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
42.79 4.4 14.8 5.2 6.4 13.6 28.9 --
L&T Tax Advantage (G) Rank 3
1,401.66 4.1 10.3 5.0 3.3 11.6 20.3 12.4
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.89 2.4 9.7 4.7 3.7 9.8 20.9 --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 2.6 11.3 4.7 8.4 15.3 24.7 13.7
HSBC Tax Saver Equity Fund (G) Not Ranked
157.10 2.4 9.5 4.4 3.0 9.1 20.1 14.1
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
2.76 5.2 14.5 4.3 4.3 15.8 -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.42 2.6 9.1 4.3 -2.5 10.4 21.3 --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
52.73 5.2 14.5 4.2 4.2 15.6 -- --
Kotak Tax Saver - Direct (G) Not Ranked
5.07 3.7 8.8 4.2 0.6 15.4 21.1 --
Tata Infra Tax Saving Fund (G) Not Ranked
8.80 5.3 9.3 4.1 -0.6 7.3 16.8 6.2
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
129.43 6.3 11.6 4.1 7.9 11.0 26.0 --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
2.45 3.4 9.4 3.9 -3.2 11.5 19.6 --
Tata India Tax Savings Fund - Direct (G) Not Ranked
115.25 3.9 10.6 3.7 11.5 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
48.27 3.4 9.2 3.6 -3.9 10.7 18.7 10.7
L&T Tax Saver Fund (G) Not Ranked
25.12 3.1 12.0 3.6 8.3 13.6 23.9 12.2
Taurus Tax Shield - Direct (G) Not Ranked
0.87 2.8 10.7 3.5 1.0 8.3 16.5 --
Kotak Tax Saver - Regular (G) Rank 3
436.34 3.5 8.4 3.4 -0.9 14.1 20.0 11.2
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
2,610.17 6.2 11.2 3.4 6.7 9.8 24.8 14.9
Tata India Tax Savings Fund - Reg (G) Not Ranked
5.11 3.8 10.3 3.3 10.2 -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
28.06 3.2 8.3 3.2 2.8 10.7 18.4 --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
9.68 2.3 7.8 3.2 5.1 17.2 25.7 --
JM Tax Gain Fund (G) Not Ranked
25.98 2.4 8.5 3.1 -4.7 8.7 19.7 11.2
UTI Master Equity Plan (US) Not Ranked
1,458.15 3.1 10.8 3.1 1.0 7.4 16.0 10.6
Birla SL Tax Relief 96-Direct (G) Not Ranked
53.07 2.3 8.0 3.1 5.3 17.8 26.5 --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 3.4 8.1 3.0 -0.5 8.7 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
1.16 3.4 8.1 3.0 -0.5 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
192.27 3.2 8.6 2.9 1.1 8.0 17.2 11.0
Axis Long Term Equity - Direct (G) Not Ranked
293.00 1.3 8.3 2.9 2.8 17.8 29.7 --
UTI Long Term Advantage (G) Not Ranked
305.21 3.2 8.6 2.9 1.0 7.9 16.2 9.9
UTI Equity Tax Saving (G) Rank 3
814.34 3.2 8.1 2.7 1.8 9.6 17.5 11.0
IDBI Equity Advantage -Direct (G) Not Ranked
8.19 1.7 6.4 2.7 1.3 19.6 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.23 2.1 6.8 2.7 0.3 11.4 20.3 --
Birla SL Tax Relief 96 (G) Rank 1
1,855.65 2.3 7.8 2.6 4.5 16.9 25.5 15.4
Birla SL Tax Savings -Direct (G) Not Ranked
0.08 2.3 7.7 2.7 4.0 14.6 21.8 --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.55 3.3 8.0 2.6 -1.3 -- -- --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.08 3.3 8.0 2.6 -1.3 7.2 -- --
Birla Sun Life Tax Plan (G) Rank 2
285.75 2.2 7.5 2.6 4.1 16.1 24.6 15.6
Birla SL Tax Savings (G) Not Ranked
22.53 2.3 7.7 2.5 3.6 14.3 21.0 11.5
Taurus Tax Shield (G) Not Ranked
57.00 2.6 10.2 2.5 -0.9 7.0 15.5 9.2
Principal Personal Tax Saver Rank 4
289.99 2.6 8.9 2.5 0.4 7.0 18.3 10.4
Principal Tax Savings - Direct Not Ranked
1.93 4.2 9.8 2.4 2.5 8.6 22.8 --
Axis Long Term Equity Fund (G) Rank 1
6,664.75 1.2 8.0 2.3 1.7 16.4 28.1 19.6
IDBI Equity Advantage - Reg (G) Not Ranked
384.30 1.6 6.1 2.3 0.4 18.7 -- --
JPMorgan Tax Advantage (G) Not Ranked
10.96 2.0 6.6 2.2 -0.7 9.9 18.8 11.0
Principal Tax Savings Rank 3
232.09 4.2 9.7 2.1 1.9 8.0 22.2 14.9
HDFC Tax Saver - Direct (G) Not Ranked
198.86 4.5 9.0 2.1 -1.7 3.8 20.5 --
SBI Magnum Tax Gain - Direct (G) Not Ranked
187.17 2.0 7.6 1.9 -2.1 10.2 21.1 --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
545.08 5.1 7.9 1.8 0.3 10.0 28.4 --
HDFC Tax Saver (G) Rank 5
7,055.58 4.4 8.8 1.7 -2.3 3.3 19.9 10.3
SBI Magnum Tax Gain (G) Rank 4
6,115.50 1.9 7.5 1.6 -2.7 9.6 20.5 13.5
Reliance Tax Saver (ELSS) (G) Rank 3
13,525.88 5.1 7.7 1.4 -0.3 9.2 27.5 17.1
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.78 2.5 8.3 1.3 -0.9 10.4 19.9 --
ICICI Pru RIGHT Fund (G) Not Ranked
132.32 4.0 10.6 1.2 -3.2 12.9 27.0 18.6
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
16.74 3.2 8.5 1.2 -3.1 13.8 24.0 --
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.57 2.4 8.1 0.9 -1.7 9.5 19.1 11.8
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
341.64 3.1 8.2 0.6 -4.2 12.2 22.6 14.9
BNP Paribas Long Term Equity-DP (G) Not Ranked
4.36 1.9 7.9 0.6 -0.5 13.4 23.6 --
BOI AXA Tax Advtg -RP (G) Not Ranked
45.22 2.4 7.9 0.5 -2.4 8.7 18.3 11.2
BNP Paribas Long Term Equity (G) Rank 3
395.13 1.8 7.7 0.3 -1.1 12.8 23.0 16.1
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
29.15 2.4 6.1 -0.2 -1.8 8.1 17.6 --
Union KBC Tax Saver - Direct (G) Not Ranked
5.62 2.3 6.2 -0.3 -5.0 5.6 14.7 --
Can Robeco Eqty TaxSaver (G) Rank 5
731.86 2.4 6.0 -0.5 -2.4 7.6 17.0 11.6
Sahara Taxgain - Direct (G) Not Ranked
0.83 3.3 5.5 -0.5 -0.9 0.2 18.2 --
Union KBC Tax Saver Scheme (G) Not Ranked
153.99 2.2 5.8 -0.8 -5.8 4.9 14.2 --
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.14 2.0 5.3 -0.9 -2.0 11.4 18.8 --
Sahara Taxgain (G) Not Ranked
7.29 3.2 5.3 -1.0 -1.8 -0.5 17.6 10.0
Edelweiss ELSS Fund (G) Not Ranked
55.47 1.9 5.1 -1.3 -2.6 10.7 18.2 12.6
Reliance ELSF - Series 1 (G) Not Ranked
179.09 3.5 6.7 -4.2 -5.8 4.9 17.5 11.1
Tata Tax Advantage Fund-1(G) Not Ranked
71.93 2.8 -7.3 -7.3 -10.8 17.2 15.7 11.6
Tata India Tax Savings Fund - Reg (D) Rank 2
180.68 3.8 10.3 -12.0 -6.3 3.7 12.6 9.1
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
3.62 4.6 8.1 -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
2.15 2.9 4.4 -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
0.08 3.1 5.0 -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.07 4.6 8.1 -- -- -- -- --
CATEGORY AVERAGE 3.2 9.1 2.9 1.4 9.6 16.9 9.4

Note : Returns have been calculated based on NAV's as on Jun 30, 2016 & Index values as on Jun 30, 2016

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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