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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 Nov 21, 2014
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Sep 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
IDBI Equity Advantage -Direct (G) Not Ranked
1.19 9.2 19.9 42.0 75.7 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
112.18 9.2 19.8 41.5 74.7 -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.50 7.0 13.7 35.8 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
28.06 7.0 13.6 35.7 -- -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
34.87 9.1 14.2 35.0 77.9 -- -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
37.93 6.5 16.3 34.7 105.0 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 6.5 16.1 34.2 103.5 41.0 37.0 21.7
ICICI Pru RIGHT Fund (G) Not Ranked
66.71 8.2 17.2 34.1 72.3 41.0 35.4 23.2
Axis Long Term Equity Fund (G) Rank 1
2,020.07 9.0 13.7 33.9 75.3 41.4 35.0 --
SBI Tax Advantage Sr-2 (G) Not Ranked
47.21 6.8 13.6 33.0 85.5 37.0 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
16.39 9.5 13.3 32.0 63.8 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.40 10.2 15.9 31.8 65.7 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,672.91 9.4 13.0 31.5 62.7 33.0 28.3 13.0
Kotak Tax Saver (G) Rank 5
412.11 10.2 15.7 31.5 64.9 24.7 23.4 12.5
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.13 9.4 13.0 31.4 62.4 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
2.06 7.3 12.6 31.4 67.0 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
162.91 9.3 12.7 30.9 61.1 32.0 27.7 15.1
SBI Tax Advantage Sr-1 (G) Not Ranked
394.83 4.1 10.7 30.8 79.1 34.3 30.0 13.8
Religare Invesco Tax Plan (G) Rank 2
183.93 7.2 12.1 30.5 65.1 33.1 28.1 18.1
Franklin (I) Tax Shield -Direct (G) Not Ranked
31.48 7.6 14.2 30.1 64.3 -- -- --
Franklin India Tax Shield (G) Rank 3
1,303.34 7.5 14.0 29.6 63.1 31.8 26.7 18.1
Reliance ELSF - Series 1 (G) Not Ranked
122.31 10.5 16.4 29.5 69.8 28.7 29.6 16.5
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.46 8.2 11.0 29.2 55.4 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
34.88 8.2 10.7 28.5 53.8 28.2 23.9 11.8
Escorts Tax Plan - Direct (G) Not Ranked
0.02 7.9 10.6 27.7 60.6 -- -- --
Escorts Tax Plan (G) Not Ranked
3.02 7.8 10.4 27.3 61.6 21.1 15.2 3.9
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
5.24 8.6 10.1 26.6 53.5 -- -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.30 5.4 9.6 26.6 58.8 -- -- --
BNP Paribas Long Term Equity (G) Rank 2
249.55 5.4 9.6 26.5 58.4 31.6 28.1 17.0
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 7.3 8.7 25.8 61.9 -- -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
231.04 8.4 9.6 25.7 51.8 30.7 27.4 16.4
SBI Magnum Tax Gain (G) Rank 3
4,777.58 7.2 8.5 25.5 61.2 29.9 27.2 14.1
DSP-BRTax Saver Fund -Direct (G) Not Ranked
6.96 7.6 10.2 25.2 62.8 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.07 7.9 12.1 25.1 68.3 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
927.87 7.5 10.0 24.9 62.0 31.7 29.5 15.8
JM Tax Gain Fund (G) Not Ranked
33.36 7.9 11.8 24.6 66.6 30.2 26.6 10.2
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
18.68 7.3 10.1 24.1 55.8 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
787.13 7.2 10.0 23.9 55.1 27.4 24.7 16.9
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.31 7.9 12.6 23.7 50.8 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
8.26 8.1 10.9 23.6 54.4 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
40.74 7.9 12.4 23.5 50.1 27.8 24.6 14.2
Sundaram Tax Saver (G) Rank 5
1,190.75 8.1 10.8 23.4 53.9 24.6 23.2 11.1
UTI Equity Tax Saving - Direct (G) Not Ranked
6.10 7.2 10.4 23.3 51.8 -- -- --
Tata Tax Saving Fund - Direct (D) Not Ranked
2.04 5.7 9.6 23.2 48.7 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.12 8.8 11.3 23.0 55.5 -- -- --
UTI Equity Tax Saving (G) Rank 3
499.12 7.1 10.2 22.8 50.9 25.9 22.2 12.2
Tata Tax Saving Fund - Plan A (D) Rank 3
164.23 5.6 9.3 22.7 47.4 24.5 22.0 13.4
ICICI Pru Tax Plan- Direct (G) Not Ranked
44.58 5.5 9.3 22.6 64.2 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
7.19 8.7 11.0 22.4 54.2 26.0 22.1 13.7
L&T Tax Advantage -Direct (G) Not Ranked
18.13 6.3 9.9 22.4 52.9 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.97 8.1 10.8 22.2 51.7 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.36 7.2 10.4 22.2 51.3 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
25.03 7.3 7.8 22.1 58.7 -- -- --
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.10 6.5 11.0 22.1 44.9 -- -- --
ICICI Pru Tax Plan (G) Rank 2
2,123.44 5.5 9.0 22.1 62.9 33.7 29.6 18.6
Union KBC Tax Saver Scheme (G) Not Ranked
76.45 8.1 10.7 22.1 51.5 28.2 -- --
L&T Tax Advantage (G) Rank 4
1,410.66 6.3 9.8 22.0 52.0 26.4 23.1 15.1
Tata Tax Advantage Fund-1(G) Not Ranked
91.99 5.6 9.3 22.0 50.8 25.7 22.0 14.5
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.34 7.2 10.4 22.0 50.8 28.2 24.2 10.8
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.89 5.9 9.4 21.9 62.0 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
135.11 7.2 9.3 21.8 55.3 26.8 22.9 13.2
HDFC Long Term Advantage (G) Rank 3
1,082.39 7.2 7.7 21.8 57.8 32.5 26.2 16.5
HDFC Tax Saver - Direct (G) Not Ranked
95.72 7.0 8.8 21.7 68.3 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.19 7.4 10.9 21.7 51.7 -- -- --
UTI Long Term Advantage (G) Not Ranked
221.68 7.3 9.3 21.7 54.7 23.7 21.8 10.7
Baroda Pioneer ELSS 96 Not Ranked
33.59 6.4 10.9 21.7 43.7 19.7 17.7 6.2
BOI AXA Tax Advtg -RP (G) Not Ranked
36.81 7.1 10.2 21.6 49.9 27.5 23.6 10.4
DWS Tax Saving Fund (G) Not Ranked
44.93 7.4 10.9 21.6 51.9 28.9 23.4 10.8
HSBC Tax Saver Equity Fund (G) Rank 3
196.18 5.9 9.2 21.4 60.9 28.7 27.9 14.6
HDFC Tax Saver (G) Rank 4
4,525.59 7.0 8.7 21.4 67.4 32.8 26.1 15.9
L&T Long Term Adv. Fund - I (G) Not Ranked
1.75 7.8 11.5 20.9 52.9 27.8 23.7 13.3
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 9.2 10.9 20.7 54.7 -- -- --
Principal Tax Savings - Direct Not Ranked
0.53 6.6 9.6 20.7 63.8 -- -- --
UTI Master Equity Plan (US) Not Ranked
1,573.80 6.7 8.6 20.5 47.6 25.4 22.2 12.9
Principal Tax Savings Rank 2
250.70 6.6 9.4 20.4 63.2 32.5 30.9 14.4
Birla SL Tax Savings (G) Not Ranked
24.68 9.2 10.8 20.1 52.9 24.7 19.7 13.1
L&T Tax Saver Fund (G) Not Ranked
30.21 7.1 10.9 20.0 54.2 28.0 22.9 10.6
Principal Personal Tax Saver Rank 4
369.00 6.8 8.8 19.8 53.9 26.3 24.4 11.7
IDFC Tax Saver Fund (G) Not Ranked
36.96 7.3 6.0 18.9 41.4 26.1 23.1 13.4
Quantum Tax Saving Fund (G) Not Ranked
24.19 4.0 8.3 18.6 49.9 27.5 25.7 16.7
Tata Infra Tax Saving Fund (G) Not Ranked
6.79 7.8 9.0 17.1 61.4 18.3 17.4 4.3
Taurus Tax Shield - Direct (G) Not Ranked
0.31 5.2 7.0 16.5 46.1 -- -- --
Taurus Tax Shield (G) Not Ranked
93.70 5.2 7.0 16.5 45.6 20.7 19.7 11.4
Religare Invesco AGILE Tax (G) Not Ranked
6.03 6.4 2.1 14.4 21.5 12.6 13.6 7.0
Sahara Taxgain - Direct (G) Not Ranked
0.60 2.6 6.6 13.1 55.4 -- -- --
Sahara Taxgain (G) Not Ranked
11.82 2.6 6.6 13.0 55.0 26.5 24.1 14.2
Tata Tax Saving Fund - Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 7.0 10.4 23.9 55.1 15.5 13.0 6.9

Note : Returns have been calculated based on NAV's as on Nov 21, 2014 & Index values as on Nov 21, 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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