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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 Mar 31, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Birla SL Tax Relief 96-Direct (G) Not Ranked
20.10 -2.3 8.7 22.9 60.1 41.5 -- --
Birla SL Tax Savings (G) Not Ranked
25.28 -2.4 8.3 22.8 51.0 31.6 21.8 13.7
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 -2.7 8.1 22.7 51.9 32.8 -- --
Birla SL Tax Relief 96 (G) Rank 2
1,788.89 -2.4 8.5 22.4 58.8 40.4 29.0 14.5
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.64 -2.4 8.4 22.2 58.6 40.3 -- --
IDBI Equity Advantage -Direct (G) Not Ranked
1.79 -1.1 5.4 22.1 73.2 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
172.69 -1.2 5.2 21.7 72.0 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
188.94 -2.4 8.2 21.6 57.1 39.1 28.0 16.3
Axis Long Term Equity - Direct (G) Not Ranked
49.22 -1.2 8.0 20.9 65.7 49.8 -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.76 -4.5 6.2 20.7 57.9 31.5 -- --
Kotak Tax Saver - Regular (G) Rank 3
458.12 -4.6 6.0 20.2 56.8 30.8 21.7 12.9
Axis Long Term Equity Fund (G) Rank 1
2,933.79 -1.3 7.7 20.1 63.2 48.0 34.9 23.2
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
6.22 0.5 11.6 19.6 56.8 39.2 -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.88 -6.0 3.9 19.2 47.5 26.4 15.1 4.3
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
262.05 0.4 11.0 18.4 54.4 37.7 28.4 17.1
Tata Tax Saving Fund - Direct (D) Not Ranked
2.57 -1.8 8.8 18.0 52.6 34.0 -- --
ICICI Pru RIGHT Fund (G) Not Ranked
68.25 -1.7 5.5 18.0 58.1 44.2 32.5 22.9
Franklin (I) Tax Shield -Direct (G) Not Ranked
40.19 -2.9 5.6 17.6 53.7 36.7 -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.58 -0.3 8.5 17.4 57.5 38.8 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.16 -3.7 7.4 17.4 47.5 32.7 -- --
BNP Paribas Long Term Equity (G) Rank 2
290.50 -0.4 8.3 17.2 57.1 38.3 27.9 18.3
Franklin India Tax Shield (G) Rank 2
1,459.91 -2.9 5.4 17.1 52.6 35.7 25.5 17.8
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.53 -2.8 6.2 17.1 45.6 34.5 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
58.71 -3.2 4.0 16.9 72.9 51.3 -- --
Tata Tax Advantage Fund-1(G) Not Ranked
95.94 -1.6 8.6 16.9 48.4 33.0 22.9 15.5
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.36 -2.7 7.8 16.9 47.5 33.1 -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.02 -5.2 3.8 16.7 56.0 33.6 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.29 -2.9 5.9 16.6 44.8 33.9 23.7 11.2
Edelweiss ELSS Fund (G) Not Ranked
31.00 -2.8 7.6 16.6 46.9 32.6 23.1 15.5
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.68 -4.4 4.7 16.6 51.3 34.3 -- --
Reliance Tax Saver (ELSS) (G) Rank 1
3,398.91 -3.3 3.7 16.4 71.5 50.3 31.3 20.9
Religare Invesco Tax Plan - DP (G) Not Ranked
2.57 -3.5 8.1 16.3 57.3 39.7 -- --
JPMorgan Tax Advantage (G) Not Ranked
8.29 -4.0 6.6 16.2 45.3 31.2 21.8 13.8
LIC NOMURA Tax Plan (G) Not Ranked
37.85 -4.4 4.6 16.2 50.0 33.1 23.0 13.0
BOI AXA Tax Advtg -RP (G) Not Ranked
40.78 -2.9 5.8 16.2 43.8 33.1 23.0 10.7
Escorts Tax Plan (G) Not Ranked
3.18 -5.2 3.3 16.0 54.6 33.4 14.7 4.9
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.66 -0.9 5.1 15.9 62.5 -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
31.03 -0.9 5.0 15.8 62.3 -- -- --
IDFC Tax Saver Fund (G) Not Ranked
37.05 -3.3 9.7 15.5 38.8 30.1 23.0 13.9
Religare Invesco Tax Plan (G) Rank 2
202.61 -3.6 7.5 15.3 55.0 38.2 27.5 17.9
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 -4.3 4.4 13.4 46.3 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
21.32 -3.9 4.8 13.3 45.0 30.9 -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
51.98 -1.6 4.0 13.3 58.5 44.3 32.4 --
Reliance ELSF - Series 1 (G) Not Ranked
130.64 -4.7 -0.4 13.3 44.6 31.5 22.8 15.4
Union KBC Tax Saver - Direct (G) Not Ranked
1.17 -4.6 2.3 13.2 40.0 28.2 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
8.75 -3.2 4.7 13.1 51.2 36.0 -- --
Can Robeco Eqty TaxSaver (G) Rank 4
828.92 -3.9 4.7 13.1 44.3 30.3 22.1 15.2
Union KBC Tax Saver Scheme (G) Not Ranked
85.04 -4.7 2.1 13.0 39.6 27.9 22.8 --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.03 -4.3 4.2 13.0 44.1 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
66.47 -4.1 6.7 12.9 48.2 35.6 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
9.64 -4.6 3.6 12.8 43.5 28.0 -- --
Religare Invesco AGILE Tax (G) Not Ranked
5.74 -5.1 1.8 12.8 16.8 14.3 12.1 7.8
JM Tax Gain Fund -Direct (G) Not Ranked
0.08 -4.8 3.5 12.8 48.7 36.9 -- --
DSP-BRTax Saver Fund (G) Rank 3
1,010.26 -3.3 4.5 12.7 50.2 35.3 26.6 15.3
Sundaram Tax Saver (G) Rank 5
1,205.58 -4.7 3.4 12.6 42.9 27.6 20.1 12.3
SBI Magnum Tax Gain (G) Rank 3
4,936.06 -4.2 6.6 12.6 47.5 35.0 24.4 14.6
JM Tax Gain Fund (G) Not Ranked
33.91 -4.8 3.5 12.6 47.8 35.9 22.5 10.4
DWS Tax Saving Fund -Direct (G) Not Ranked
0.20 -3.6 4.2 12.4 41.1 30.7 -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
405.10 -1.3 7.4 12.2 59.4 41.7 28.2 14.6
L&T Tax Advantage -Direct (G) Not Ranked
21.37 -4.6 3.0 12.0 40.5 30.7 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.34 -3.5 6.3 12.0 37.4 25.6 -- --
Taurus Tax Shield (G) Not Ranked
92.48 -3.5 6.3 11.9 37.2 25.3 18.9 11.6
DWS Tax Saving Fund (G) Not Ranked
45.84 -3.7 3.9 11.9 40.2 30.1 22.5 9.9
L&T Tax Advantage (G) Rank 4
1,509.82 -4.6 2.8 11.7 39.6 30.0 20.9 14.6
UTI Equity Tax Saving - Direct (G) Not Ranked
8.05 -4.8 4.9 11.6 40.7 28.9 -- --
UTI Equity Tax Saving (G) Rank 3
532.06 -4.9 4.6 11.1 39.5 28.1 20.6 12.1
L&T Long Term Adv. Fund - I (G) Not Ranked
1.82 -5.6 0.5 11.1 36.9 30.9 20.4 11.8
Principal Personal Tax Saver Rank 4
370.26 -4.9 3.2 10.4 35.4 29.0 21.1 11.2
UTI Long Term Advantage (G) Not Ranked
225.94 -4.9 3.3 9.7 38.5 26.2 18.7 9.9
UTI Long Term Advantage S2 (G) Not Ranked
137.34 -5.0 3.3 9.7 38.8 27.4 20.4 12.3
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.02 -5.7 1.6 9.5 40.1 31.3 -- --
L&T Tax Saver Fund (G) Not Ranked
31.41 -5.9 -0.6 9.3 36.5 30.7 19.7 10.1
HSBC Tax Saver Equity Fund (G) Rank 3
198.29 -5.8 1.5 9.1 39.1 30.3 24.1 13.9
ICICI Pru Tax Plan- Direct (G) Not Ranked
56.86 -5.0 3.3 8.9 45.9 37.1 -- --
Principal Tax Savings - Direct Not Ranked
0.67 -5.0 1.5 8.8 42.6 34.4 -- --
Principal Tax Savings Rank 3
260.43 -5.0 1.3 8.5 42.0 33.8 25.5 13.6
ICICI Pru Tax Plan (G) Rank 3
2,283.67 -5.0 3.0 8.4 44.7 36.0 25.7 16.3
Tata Tax Saving Fund - Plan A (D) Rank 3
176.58 -1.9 4.1 8.1 39.3 26.6 19.8 12.9
HDFC Tax Saver - Direct (G) Not Ranked
115.70 -5.2 -0.9 8.1 44.5 33.3 -- --
HDFC Tax Saver (G) Rank 4
4,794.48 -5.3 -1.0 7.8 43.8 32.6 21.2 13.8
UTI Master Equity Plan (US) Not Ranked
1,650.02 -6.3 1.1 7.2 32.6 25.1 18.7 12.0
HDFC Long Term Advant. - Direct (G) Not Ranked
32.07 -2.7 1.3 5.7 34.7 29.6 -- --
HDFC Long Term Advantage (G) Rank 5
1,133.66 -2.7 1.2 5.4 34.0 28.9 21.2 14.7
Quantum Tax Saving Fund (G) Not Ranked
27.82 -2.0 0.2 4.8 28.9 25.6 19.6 14.7
Sahara Taxgain - Direct (G) Not Ranked
0.67 -6.4 -3.8 -1.0 29.5 28.0 -- --
Sahara Taxgain (G) Not Ranked
11.66 -6.4 -3.9 -1.1 29.2 27.7 17.3 12.5
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
2.73 -1.7 9.2 -- -- -- -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.30 -1.8 8.7 -- -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
0.00 -3.6 -- -- -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
0.00 -3.6 -- -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
0.00 -5.1 -- -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.00 -4.6 -- -- -- -- -- --
CATEGORY AVERAGE -3.7 4.2 12.8 43.9 29.2 19.8 11.3

Note : Returns have been calculated based on NAV's as on Mar 31, 2015 & Index values as on Mar 31, 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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