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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 Jul 28, 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 -2.4 30.4 59.5 83.6 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 -2.5 30.2 58.9 82.4 33.9 20.9 20.2
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 1.0 25.6 46.4 66.1 33.0 16.3 13.2
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 -0.9 24.1 45.7 65.2 36.6 -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 -2.0 22.4 44.8 44.9 14.5 5.2 4.5
Axis Long Term Equity - Direct (G) Not Ranked
23.80 4.2 24.0 44.0 63.3 -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
74.77 -2.6 22.1 43.2 62.6 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 -0.6 22.2 42.9 51.9 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 4.1 23.6 42.9 61.3 37.1 23.0 --
HDFC Tax Saver (G) Rank 3
4,036.36 -2.6 21.9 42.7 61.6 28.3 14.4 17.1
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 2.3 21.4 42.2 62.1 37.0 22.0 --
JM Tax Gain Fund (G) Not Ranked
31.40 -0.7 22.0 42.0 50.4 27.9 14.0 9.9
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 -0.9 18.8 38.4 51.2 -- -- --
Principal Tax Savings - Direct Not Ranked
0.40 -1.3 20.5 38.4 58.0 -- -- --
Principal Tax Savings Rank 2
227.71 -1.3 20.4 38.2 57.5 31.9 19.7 14.7
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 -1.1 20.4 38.1 62.9 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 -1.0 18.6 38.0 50.2 27.4 17.5 15.3
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 2.0 23.1 38.0 54.1 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.49 -5.1 21.3 37.8 54.9 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 -5.2 21.2 37.6 54.4 25.0 15.0 15.8
ICICI Pru Tax Plan (G) Rank 2
1,840.90 -1.2 20.2 37.5 61.7 30.5 17.9 19.9
Religare Invesco Tax Plan (G) Rank 2
159.04 1.9 22.8 37.1 52.6 29.2 16.3 17.9
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 0.8 22.4 37.0 49.8 -- -- --
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 1.4 23.5 37.0 46.9 -- -- --
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 1.4 23.4 36.8 46.6 28.3 18.6 16.7
DSP-BRTax Saver Fund (G) Rank 3
808.27 0.7 22.3 36.8 49.0 29.2 17.1 16.8
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 1.2 19.0 36.5 52.0 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 1.4 20.7 36.2 50.8 -- -- --
HDFC Long Term Advantage (G) Rank 3
967.64 1.1 18.8 36.1 51.2 28.6 16.0 17.2
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 1.2 23.0 36.0 -- -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.01 4.2 18.2 35.9 43.4 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 1.4 20.5 35.9 50.1 27.1 17.2 14.5
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 1.2 22.9 35.6 -- -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 4.1 18.0 35.5 44.3 14.5 -0.1 2.8
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 1.6 22.3 35.3 50.0 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 1.5 22.1 34.8 48.9 29.2 15.1 13.5
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 1.5 22.0 34.5 48.8 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
135.05 1.5 21.8 34.0 47.7 28.5 15.6 14.4
UTI Long Term Advantage S2 (G) Not Ranked
125.42 0.3 19.9 33.8 42.1 23.7 13.4 13.8
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 1.5 18.6 33.5 44.9 -- -- --
UTI Long Term Advantage (G) Not Ranked
204.16 0.3 19.7 33.4 39.7 22.2 11.9 11.2
Reliance ELSF - Series 1 (G) Not Ranked
113.38 -1.0 19.8 33.2 49.5 22.4 14.7 17.1
Franklin India Tax Shield (G) Rank 3
1,133.25 1.5 18.4 33.1 43.9 25.2 16.0 17.3
Principal Personal Tax Saver Rank 4
353.73 0.4 17.6 33.0 46.0 24.3 13.7 12.4
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 0.9 19.7 32.7 41.2 -- -- --
Quantum Tax Saving Fund (G) Not Ranked
20.43 -1.2 16.5 32.7 43.7 25.3 16.7 18.4
ING Tax Saving -Direct (G) Not Ranked
0.05 1.0 18.4 32.7 41.1 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
14.49 0.3 17.8 32.6 40.6 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.12 0.2 18.9 32.5 38.8 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 0.6 18.9 32.5 40.6 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 0.9 19.5 32.4 40.6 23.5 14.5 17.0
L&T Tax Advantage (G) Rank 4
1,262.67 0.3 17.7 32.2 39.8 23.6 13.3 16.1
Kotak Tax Saver (G) Rank 5
369.34 0.2 18.8 32.2 38.2 17.8 9.9 11.1
Tata Tax Saving Fund - Direct Not Ranked
1.47 1.3 19.9 32.2 38.5 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 2.1 20.3 32.0 47.6 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
5.99 0.5 18.7 32.0 39.4 22.1 12.1 13.8
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 1.0 17.9 31.9 37.8 -- -- --
ING Tax Saving (G) Not Ranked
23.44 0.9 18.1 31.8 39.3 21.6 10.1 13.5
DWS Tax Saving Fund (G) Not Ranked
42.77 1.0 17.7 31.8 37.4 24.9 12.3 11.2
Tata Tax Saving Fund Rank 3
144.15 1.2 19.7 31.7 35.5 22.0 13.4 13.6
IDFC Tax Advantage (ELSS) (G) Rank 3
194.72 2.0 20.0 31.4 46.4 29.4 17.5 17.6
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 1.5 19.3 31.2 38.7 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 1.5 19.2 31.0 38.5 27.0 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 -0.7 17.5 30.6 38.2 -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.26 0.2 17.7 30.4 37.7 -- -- --
L&T Tax Saver Fund (G) Not Ranked
28.82 -0.9 15.9 30.4 44.5 22.7 11.6 10.6
Sundaram Tax Saver (G) Rank 5
1,139.83 -0.7 17.4 30.4 37.8 20.8 12.8 11.0
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 3.2 19.8 30.3 41.2 -- -- --
Taurus Tax Shield (G) Not Ranked
90.33 0.2 17.6 30.2 37.2 20.2 11.2 12.0
LIC NOMURA Tax Plan (G) Not Ranked
30.84 3.1 19.5 29.7 39.8 23.6 12.4 10.2
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 0.7 18.1 29.6 37.6 -- -- --
UTI Equity Tax Saving (G) Rank 4
453.64 0.7 17.9 29.2 36.9 22.4 12.5 12.4
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 1.2 17.6 29.2 38.2 22.3 13.3 14.5
UTI Master Equity Plan (US) Not Ranked
1,428.55 0.2 16.8 29.0 37.8 23.3 13.0 12.8
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 0.4 17.1 28.8 41.3 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 0.4 17.1 28.6 41.0 24.4 13.6 12.0
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 0.3 16.8 28.2 40.1 23.7 13.1 11.6
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 0.8 15.9 27.4 36.6 -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 0.1 14.1 27.2 45.0 22.4 12.3 14.5
Edelweiss ELSS Fund (G) Not Ranked
32.96 0.7 15.8 27.1 36.1 25.4 14.5 13.6
IDFC Tax Saver Fund (G) Not Ranked
34.86 1.1 14.8 25.6 34.1 24.3 14.6 15.2
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 -0.4 19.2 23.8 31.4 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 -0.5 19.0 23.2 30.3 15.5 6.9 6.1
Religare Invesco AGILE Tax (G) Not Ranked
6.19 1.8 5.9 10.6 20.4 14.7 9.5 9.3
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 -0.8 26.1 -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 -0.8 26.0 -- -- -- -- --
CATEGORY AVERAGE 0.5 19.5 32.9 43.2 14.1 7.5 7.0

Note : Returns have been calculated based on NAV's as on Jul 28, 2014 & Index values as on Jul 28, 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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