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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 03, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.84 2.1 4.8 9.2 32.8 -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
34.33 2.1 4.7 9.0 32.4 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
11.63 0.5 4.8 8.5 33.6 42.1 -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 2
334.20 0.4 4.5 7.7 31.5 40.4 29.2 16.1
BNP Paribas Long Term Equity-DP (G) Not Ranked
3.23 2.3 8.4 7.4 32.8 41.2 -- --
BNP Paribas Long Term Equity (G) Rank 2
388.04 2.3 8.3 7.1 32.2 40.8 29.3 17.8
SBI Tax Advantage Sr-1 (G) Not Ranked
405.38 1.1 3.3 6.4 25.4 49.2 30.3 13.5
Religare Invesco Tax Plan - DP (G) Not Ranked
4.99 1.6 6.7 6.4 32.4 43.7 -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
31.88 3.7 7.0 6.1 -- -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.09 2.0 6.0 6.0 30.8 34.8 -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.97 2.2 3.6 6.0 -- -- -- --
ICICI Pru RIGHT Fund (G) Not Ranked
65.19 1.3 2.6 5.9 32.6 46.8 34.6 21.6
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
40.63 2.2 3.5 5.9 -- -- -- --
Edelweiss ELSS Fund (G) Not Ranked
56.67 2.1 5.9 5.8 30.3 34.3 26.3 14.5
Tata Tax Saving Fund - Regular Plan (G) Not Ranked
1.43 3.6 6.8 5.8 -- -- -- --
Religare Invesco Tax Plan (G) Rank 1
239.56 1.5 6.3 5.5 30.2 41.8 28.7 16.2
L&T Tax Saver Fund (G) Not Ranked
29.46 3.9 9.2 5.4 27.8 36.9 23.9 10.9
L&T Tax Advantage -Direct (G) Not Ranked
29.39 3.0 7.0 5.4 26.3 34.7 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
14.14 2.5 7.0 5.4 25.9 39.9 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
34.14 3.2 4.8 5.3 36.7 44.9 -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.83 3.8 8.4 5.2 29.2 37.9 24.4 11.2
Franklin (I) Tax Shield -Direct (G) Not Ranked
69.98 2.1 6.6 5.1 34.1 41.3 -- --
Axis Long Term Equity - Direct (G) Not Ranked
133.29 1.1 3.9 5.1 34.7 48.7 -- --
DSP-BRTax Saver Fund (G) Rank 3
1,096.27 2.5 6.9 5.1 25.1 39.2 27.6 14.2
L&T Tax Advantage (G) Rank 3
1,558.76 3.0 6.9 5.0 25.5 33.9 23.6 13.1
Birla SL Tax Relief 96 (G) Rank 2
1,930.42 3.1 4.7 5.0 35.8 44.0 30.1 13.9
Birla Sun Life Tax Plan-Direct (G) Not Ranked
5.58 3.1 4.7 4.9 35.6 43.8 -- --
Birla SL Tax Savings (G) Not Ranked
25.76 3.0 4.7 4.9 30.4 36.5 24.2 12.4
Franklin India Tax Shield (G) Rank 2
1,658.95 2.0 6.3 4.7 33.0 40.2 27.2 17.3
Axis Long Term Equity Fund (G) Rank 1
4,996.45 1.0 3.7 4.6 32.9 46.9 33.9 21.5
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 3.1 4.7 4.6 30.5 37.5 -- --
Tata Tax Advantage Fund-1(G) Not Ranked
99.12 4.1 6.3 4.6 28.2 34.4 23.9 14.5
Birla Sun Life Tax Plan (G) Rank 3
257.62 3.0 4.5 4.5 34.3 42.6 29.1 16.2
IDBI Equity Advantage -Direct (G) Not Ranked
5.30 2.2 6.6 4.4 45.3 -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.75 2.3 5.5 4.3 20.3 30.5 -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.33 0.2 7.4 4.3 27.6 40.6 -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.51 1.9 5.8 4.3 27.0 34.9 -- --
Kotak Tax Saver - Direct (G) Not Ranked
3.59 2.6 6.6 4.2 37.1 39.9 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.20 1.9 6.7 4.2 28.2 35.2 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
13.85 2.7 8.4 4.2 28.4 35.4 -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
41.69 2.9 3.5 4.1 26.3 48.7 32.5 --
IDBI Equity Advantage - Reg (G) Not Ranked
317.25 2.1 6.4 4.0 44.2 -- -- --
Sundaram Tax Saver (G) Rank 4
1,155.75 2.7 8.4 4.1 27.9 35.0 22.7 12.0
JM Tax Gain Fund (G) Not Ranked
31.85 -- 6.8 3.9 26.4 39.3 26.0 10.2
SBI Magnum Tax Gain - Direct (G) Not Ranked
96.23 0.1 5.5 3.8 24.6 38.7 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.00 1.8 5.5 3.8 25.9 34.1 24.2 11.9
Taurus Tax Shield (G) Not Ranked
79.30 2.1 5.0 3.7 19.5 29.9 19.3 10.0
SBI Magnum Tax Gain (G) Rank 3
4,788.51 0.1 5.4 3.5 23.9 38.0 25.3 14.1
Kotak Tax Saver - Regular (G) Rank 3
494.64 2.4 6.3 3.5 35.8 38.9 23.0 12.0
BOI AXA Tax Advtg -RP (G) Not Ranked
46.39 1.8 5.3 3.4 25.1 33.3 23.5 11.3
DWS Tax Saving Fund -Direct (G) Not Ranked
0.56 1.9 5.2 3.4 24.1 32.0 -- --
JPMorgan Tax Advantage (G) Not Ranked
10.55 1.9 6.3 3.0 26.0 33.4 22.4 12.6
DWS Tax Saving Fund (G) Not Ranked
44.35 1.8 4.9 2.8 23.1 31.2 23.8 9.6
Principal Tax Savings - Direct Not Ranked
1.73 2.2 5.9 2.5 20.0 40.8 -- --
UTI Long Term Advantage (G) Not Ranked
221.08 2.6 6.7 2.6 19.8 30.8 20.8 9.8
UTI Long Term Advantage S2 (G) Not Ranked
133.46 2.6 6.7 2.6 19.8 32.4 21.8 11.8
LIC NOMURA Tax Plan - Direct (G) Not Ranked
1.75 1.0 2.5 2.4 27.1 35.3 -- --
Principal Tax Savings Rank 3
264.77 2.2 5.7 2.3 19.3 40.2 27.3 13.7
LIC NOMURA Tax Plan (G) Not Ranked
47.17 1.0 2.4 2.3 26.4 34.3 24.0 12.1
UTI Master Equity Plan (US) Not Ranked
1,645.58 3.4 7.0 2.1 19.6 29.5 21.4 12.1
UTI Equity Tax Saving - Direct (G) Not Ranked
13.68 2.6 6.2 2.1 23.3 31.5 -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.64 3.2 6.5 2.1 23.2 38.6 -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
42.45 2.5 3.9 2.0 14.8 33.8 -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
27.74 2.2 4.8 1.9 22.5 33.0 -- --
HDFC Long Term Advantage (G) Rank 5
1,126.60 2.5 3.8 1.7 14.2 33.1 23.2 13.2
HSBC Tax Saver Equity Fund (G) Rank 3
183.33 3.2 6.3 1.7 22.4 37.7 25.4 13.9
Tata Infra Tax Saving Fund (G) Not Ranked
6.78 2.9 5.3 1.7 23.7 36.7 16.7 4.4
UTI Equity Tax Saving (G) Rank 4
590.69 2.5 6.0 1.7 22.2 30.6 21.4 11.6
Escorts Tax Plan (G) Not Ranked
2.91 2.3 2.3 1.6 30.3 38.7 18.7 3.3
Escorts Tax Plan - Direct (G) Not Ranked
0.04 2.3 2.3 1.7 31.2 38.8 -- --
Religare Invesco AGILE Tax (G) Not Ranked
5.15 1.8 5.2 1.6 8.8 15.4 11.9 8.4
Can Robeco Eqty TaxSaver (G) Rank 4
849.57 2.1 4.7 1.6 21.9 32.4 22.6 13.5
Principal Personal Tax Saver Rank 3
351.91 1.9 4.8 1.6 17.6 32.3 21.3 10.3
Tata Tax Saving Fund - Regular Plan (D) Rank 4
184.61 3.6 6.8 1.2 19.7 28.4 20.7 12.6
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 2.7 4.1 1.2 25.0 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.84 2.3 6.7 0.8 10.4 32.6 -- --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.09 2.6 3.7 0.5 22.7 -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
96.03 3.2 4.1 0.6 20.1 42.3 -- --
Sahara Taxgain (G) Not Ranked
9.54 2.2 6.4 0.5 9.9 32.2 19.5 11.3
Union KBC Tax Saver - Direct (G) Not Ranked
2.42 1.5 3.6 0.2 20.3 29.6 -- --
ICICI Pru Tax Plan (G) Rank 3
2,529.16 3.1 3.9 0.1 19.1 41.2 26.1 14.9
Union KBC Tax Saver Scheme (G) Not Ranked
78.65 1.5 3.4 -0.1 19.7 29.1 23.4 --
HDFC Tax Saver - Direct (G) Not Ranked
172.28 2.4 3.0 -- 15.9 39.3 -- --
Quantum Tax Saving Fund (G) Not Ranked
33.77 -0.4 2.9 -0.2 12.0 28.8 20.3 12.8
HDFC Tax Saver (G) Rank 5
4,794.98 2.4 2.9 -0.2 15.4 38.6 23.9 12.3
Reliance ELSF - Series 1 (G) Not Ranked
125.88 2.3 4.2 -1.0 23.2 38.5 22.1 13.0
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
151.51 0.6 -0.5 -2.6 26.1 56.6 -- --
Reliance Tax Saver (ELSS) (G) Rank 3
4,294.44 0.6 -0.6 -3.0 25.1 55.5 30.4 18.0
IDFC Tax Saver Fund (G) Not Ranked
37.52 -2.9 -1.4 -4.5 15.3 24.4 20.6 11.1
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
41.24 2.6 3.7 -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.67 2.7 4.1 -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
33.67 3.4 5.5 -- -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.77 3.4 5.6 -- -- -- -- --
CATEGORY AVERAGE 2.1 5.0 3.0 23.2 32.1 20.6 10.4

Note : Returns have been calculated based on NAV's as on Aug 03, 2015 & Index values as on Aug 04, 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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