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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, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
8.43 1.3 -0.7 12.8 32.1 39.6 -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
306.46 1.2 -1.0 11.9 30.0 37.9 29.2 17.2
BNP Paribas Long Term Equity-DP (G) Not Ranked
2.28 0.7 -1.4 8.3 28.2 37.0 -- --
BNP Paribas Long Term Equity (G) Rank 2
348.46 0.6 -1.6 8.0 27.6 36.5 27.4 17.5
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.85 -2.0 -1.1 8.0 25.3 30.2 -- --
Edelweiss ELSS Fund (G) Not Ranked
54.25 -2.0 -1.2 7.7 24.7 29.6 24.5 14.4
SBI Magnum Tax Gain - Direct (G) Not Ranked
84.46 0.2 -0.5 7.5 22.8 34.1 -- --
SBI Magnum Tax Gain (G) Rank 3
5,212.24 0.1 -0.7 7.1 22.2 33.4 24.9 14.3
Axis Long Term Equity - Direct (G) Not Ranked
83.73 -- -2.1 7.0 33.8 44.9 -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
3.69 -0.4 -2.0 7.0 28.6 36.9 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
28.00 -0.8 -2.8 6.9 30.5 37.9 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.19 0.3 -1.9 6.7 22.2 30.9 -- --
Birla SL Tax Relief 96 (G) Rank 2
1,980.10 -0.8 -2.8 6.6 29.6 36.9 28.5 13.5
Birla Sun Life Tax Plan-Direct (G) Not Ranked
4.21 -0.8 -2.8 6.5 29.4 36.8 -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.11 1.3 1.6 6.5 22.8 34.1 -- --
Birla SL Tax Savings (G) Not Ranked
27.12 -0.6 -2.8 6.4 24.8 30.2 21.8 12.0
Axis Long Term Equity Fund (G) Rank 1
4,161.99 -0.1 -2.4 6.4 32.0 43.1 33.7 22.1
Tata Tax Saving Fund - Direct (G) Not Ranked
16.83 -2.0 -4.0 6.1 -- -- -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 -0.8 -2.9 6.1 25.0 31.1 -- --
JM Tax Gain Fund (G) Not Ranked
33.93 1.2 1.2 6.0 21.8 33.0 26.3 10.4
Birla Sun Life Tax Plan (G) Rank 3
233.91 -0.8 -3.0 6.0 28.3 35.6 27.5 16.0
Religare Invesco Tax Plan (G) Rank 1
230.36 -0.6 -2.5 6.0 26.5 35.1 27.2 16.4
Kotak Tax Saver - Direct (G) Not Ranked
2.52 -- -1.5 5.6 30.9 32.0 -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
55.24 -0.6 -1.3 5.6 30.7 35.8 -- --
ICICI Pru RIGHT Fund (G) Not Ranked
69.12 -1.0 -1.7 5.6 30.3 44.7 33.4 22.2
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.94 -2.1 -4.1 5.5 -- -- -- --
IDFC Tax Saver Fund (G) Not Ranked
39.50 -1.1 -5.0 5.5 16.4 24.6 21.8 12.7
JPMorgan Tax Advantage (G) Not Ranked
9.97 0.2 -2.4 5.3 20.1 29.2 21.3 12.8
Franklin India Tax Shield (G) Rank 2
1,616.05 -0.7 -1.5 5.2 29.6 34.8 26.0 17.5
Taurus Tax Shield - Direct (G) Not Ranked
0.38 -0.1 -2.6 5.0 14.6 24.4 -- --
Kotak Tax Saver - Regular (G) Rank 3
504.50 -0.1 -1.8 5.0 29.7 31.2 21.1 12.1
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.00 -0.3 -2.6 4.8 21.5 31.1 -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.80 -1.3 -1.6 4.7 27.0 -- -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
413.91 -1.7 -4.0 4.6 22.6 40.5 28.2 13.7
Taurus Tax Shield (G) Not Ranked
92.36 -0.3 -2.9 4.6 14.1 23.9 17.7 10.4
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
33.64 -1.3 -1.8 4.4 26.6 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
103.20 -1.7 -5.0 4.3 21.6 28.7 22.0 14.1
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 -0.4 -2.9 4.3 20.5 30.4 23.1 12.1
Sundaram Tax Saver -Direct (G) Not Ranked
11.83 0.7 -0.9 4.1 21.0 27.7 -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.25 -0.5 -1.7 4.1 19.4 27.4 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
11.66 -0.2 -1.6 4.0 20.7 33.1 -- --
Sundaram Tax Saver (G) Rank 4
1,227.94 0.7 -1.0 3.9 20.5 27.3 21.1 11.9
BOI AXA Tax Advtg -RP (G) Not Ranked
46.36 -0.4 -3.1 3.9 19.7 29.6 22.4 11.6
DSP-BRTax Saver Fund (G) Rank 3
1,098.37 -0.2 -1.7 3.7 19.9 32.3 26.0 14.2
IDBI Equity Advantage -Direct (G) Not Ranked
3.75 -0.7 -2.4 3.7 39.8 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
26.01 -- -0.3 3.7 19.5 29.6 -- --
DWS Tax Saving Fund (G) Not Ranked
46.79 -0.7 -2.0 3.4 18.5 26.7 22.7 10.3
L&T Tax Advantage (G) Rank 4
1,596.56 -0.1 -0.4 3.4 18.7 28.9 21.9 13.0
IDBI Equity Advantage - Reg (G) Not Ranked
267.39 -0.8 -2.6 3.3 38.8 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
1.17 -1.7 -3.7 3.3 27.0 32.2 -- --
LIC NOMURA Tax Plan (G) Not Ranked
43.99 -1.8 -3.7 3.2 26.2 31.1 22.6 12.4
Escorts Tax Plan - Direct (G) Not Ranked
0.03 -2.7 -3.1 3.1 31.1 33.3 -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
11.03 -0.2 -3.0 3.0 17.7 26.4 -- --
Escorts Tax Plan (G) Not Ranked
3.11 -2.7 -3.1 2.6 30.0 33.1 16.6 3.7
UTI Long Term Advantage (G) Not Ranked
232.30 -0.1 -2.1 2.6 14.0 24.0 18.7 9.5
UTI Equity Tax Saving (G) Rank 3
575.71 -0.3 -3.2 2.5 16.7 25.5 19.6 11.6
UTI Long Term Advantage S2 (G) Not Ranked
140.87 -0.1 -2.1 2.5 14.0 25.4 19.7 11.7
L&T Long Term Adv. Fund - I (G) Not Ranked
1.90 0.5 0.5 2.3 21.1 33.0 22.2 10.8
Principal Tax Savings - Direct Not Ranked
1.41 -0.7 -0.4 2.2 13.6 33.5 -- --
Principal Tax Savings Rank 3
272.55 -0.7 -0.6 1.9 13.0 32.9 26.0 13.6
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
25.51 -0.9 -4.0 1.9 17.5 27.9 -- --
Principal Personal Tax Saver Rank 4
373.58 -0.5 -2.1 1.9 12.8 27.7 20.3 10.4
Can Robeco Eqty TaxSaver (G) Rank 4
887.30 -1.0 -4.1 1.7 17.0 27.3 20.5 13.5
L&T Tax Saver Fund (G) Not Ranked
31.80 -- 0.8 1.6 17.5 31.5 21.2 10.4
Tata Infra Tax Saving Fund (G) Not Ranked
7.36 -0.4 -4.0 1.5 13.7 25.5 15.2 3.7
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.22 -0.3 -1.5 1.2 15.0 29.8 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.29 -1.6 -4.6 1.1 17.1 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
1.63 -1.0 -2.5 1.0 16.2 25.5 -- --
Tata Tax Saving Fund - Plan A (D) Rank 3
187.63 -2.1 -4.2 1.0 13.3 22.7 19.0 11.9
UTI Master Equity Plan (US) Not Ranked
1,722.16 -0.9 -1.2 0.9 12.6 23.5 19.4 11.7
HSBC Tax Saver Equity Fund (G) Rank 3
202.82 -0.3 -1.7 0.8 14.2 28.9 23.1 13.7
Union KBC Tax Saver Scheme (G) Not Ranked
82.56 -1.1 -2.6 0.7 15.8 25.1 22.4 --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
42.14 -1.8 -5.0 0.5 15.0 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
38.18 -- -1.5 0.4 11.0 28.8 -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
78.34 -1.6 -3.6 0.4 12.7 35.3 -- --
HDFC Long Term Advantage (G) Rank 5
1,159.04 -- -1.6 0.2 10.5 28.1 21.6 13.5
Quantum Tax Saving Fund (G) Not Ranked
31.43 -0.7 -0.5 0.1 9.6 25.0 20.0 13.5
ICICI Pru Tax Plan (G) Rank 3
2,477.60 -1.7 -3.8 -- 11.7 34.2 24.5 14.9
SBI Tax Advantage Sr-2 (G) Not Ranked
55.72 -2.6 -5.1 -0.2 19.7 40.9 31.2 --
Sahara Taxgain - Direct (G) Not Ranked
0.77 -1.0 0.6 -2.3 -0.2 28.2 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
107.42 -3.2 -6.6 -2.4 18.7 44.1 -- --
Sahara Taxgain (G) Not Ranked
11.34 -1.0 0.4 -2.6 -0.5 27.8 18.1 11.2
Religare Invesco AGILE Tax (G) Not Ranked
5.66 -1.4 -5.3 -2.6 4.3 11.0 10.3 8.4
Reliance Tax Saver (ELSS) (G) Rank 2
4,094.47 -3.3 -6.7 -2.8 17.7 43.1 29.2 18.3
Reliance ELSF - Series 1 (G) Not Ranked
135.34 -2.0 -4.0 -2.9 15.5 30.5 20.5 12.9
HDFC Tax Saver - Direct (G) Not Ranked
146.68 -2.1 -3.4 -3.0 8.3 32.6 -- --
HDFC Tax Saver (G) Rank 5
5,000.51 -2.1 -3.5 -3.2 7.8 31.9 21.4 12.4
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
25.48 -2.0 -3.5 -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.14 -1.8 -5.0 -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.29 -1.6 -4.6 -- -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
1.86 -2.0 -3.4 -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
2.66 -1.7 -4.1 -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.14 -1.7 -4.0 -- -- -- -- --
CATEGORY AVERAGE -0.9 -2.5 2.9 18.3 27.0 19.4 10.5

Note : Returns have been calculated based on NAV's as on Jun 30, 2015 & Index values as on Jul 01, 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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