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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 Jan 23, 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
IDBI Equity Advantage -Direct (G) Not Ranked
1.79 9.4 22.7 40.0 89.4 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
172.69 9.3 22.5 39.5 88.2 -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.02 10.9 21.2 31.8 76.3 27.3 -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.76 9.2 19.1 31.2 70.9 25.4 -- --
Kotak Tax Saver (G) Rank 5
458.12 9.2 18.9 30.9 70.0 24.8 24.9 14.2
Escorts Tax Plan (G) Not Ranked
3.18 10.3 20.5 30.8 74.5 27.3 17.4 5.4
Franklin (I) Tax Shield -Direct (G) Not Ranked
40.19 8.8 15.8 28.5 69.1 32.9 -- --
Axis Long Term Equity - Direct (G) Not Ranked
49.22 9.0 16.7 28.3 81.6 46.3 -- --
Franklin India Tax Shield (G) Rank 3
1,459.91 8.7 15.6 27.9 67.9 32.0 28.9 19.4
Birla SL Tax Relief 96-Direct (G) Not Ranked
20.10 10.2 20.4 27.6 70.4 36.2 -- --
Axis Long Term Equity Fund (G) Rank 1
2,933.79 8.9 16.2 27.2 78.7 44.6 37.0 25.0
Birla SL Tax Relief 96 (G) Rank 3
1,788.89 10.1 20.1 27.0 69.2 35.1 31.4 15.4
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.64 10.1 20.1 27.1 68.8 35.2 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
58.71 7.1 12.8 26.9 103.0 43.4 -- --
ICICI Pru RIGHT Fund (G) Not Ranked
68.25 7.2 14.7 26.4 75.2 40.2 36.9 24.3
Reliance Tax Saver (ELSS) (G) Rank 1
3,398.91 7.0 12.6 26.4 101.4 42.4 36.5 21.9
Birla Sun Life Tax Plan (G) Rank 3
188.94 9.9 19.7 26.4 67.3 34.0 30.7 16.9
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.68 7.8 17.0 24.5 59.6 30.4 -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.66 5.9 11.7 24.1 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
31.03 5.9 11.6 24.0 -- -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.82 8.5 16.7 24.0 54.9 29.0 24.9 14.1
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 10.0 19.8 24.0 61.8 27.6 -- --
LIC NOMURA Tax Plan (G) Not Ranked
37.85 7.8 16.8 23.9 58.1 29.1 24.9 13.5
Reliance ELSF - Series 1 (G) Not Ranked
130.64 6.5 15.4 23.8 65.4 29.4 28.6 17.4
Birla SL Tax Savings (G) Not Ranked
25.28 10.0 19.7 23.5 60.2 26.9 23.0 14.2
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.58 8.9 13.9 23.1 66.2 32.1 -- --
BNP Paribas Long Term Equity (G) Rank 2
290.50 8.8 13.8 22.9 65.8 32.0 30.3 19.0
SBI Tax Advantage Sr-2 (G) Not Ranked
51.98 5.8 10.5 22.7 77.8 35.4 -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
2.57 6.9 13.5 22.7 66.8 33.3 -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.36 9.4 16.1 22.3 53.9 29.0 -- --
Tata Tax Saving Fund - Direct (D) Not Ranked
2.57 8.3 15.4 22.2 59.7 29.5 -- --
Edelweiss ELSS Fund (G) Not Ranked
31.00 9.3 16.0 22.1 53.3 29.4 26.0 16.3
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.16 9.1 16.2 22.0 58.8 28.5 -- --
Religare Invesco Tax Plan (G) Rank 2
202.61 6.7 13.0 21.7 64.5 32.3 28.6 18.4
L&T Tax Saver Fund (G) Not Ranked
31.41 8.3 15.0 21.7 56.0 29.8 23.8 12.1
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
6.22 9.1 16.0 21.7 57.4 32.1 -- --
JPMorgan Tax Advantage (G) Not Ranked
8.29 9.0 15.9 21.4 57.4 27.4 23.6 15.4
Sundaram Tax Saver -Direct (G) Not Ranked
9.64 7.9 14.4 21.1 56.9 24.4 -- --
Tata Tax Advantage Fund-1(G) Not Ranked
95.94 8.0 14.5 21.0 54.7 28.4 24.2 15.9
JM Tax Gain Fund -Direct (G) Not Ranked
0.08 7.1 12.6 21.0 70.7 32.1 -- --
Sundaram Tax Saver (G) Rank 5
1,205.58 7.9 14.3 20.8 56.3 24.4 23.6 12.6
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.53 8.3 14.4 20.7 53.8 30.9 -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
262.05 8.9 15.4 20.6 55.4 31.1 29.4 17.7
JM Tax Gain Fund (G) Not Ranked
33.91 7.0 12.4 20.5 69.0 31.9 25.5 10.9
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.29 8.2 14.1 20.3 53.2 30.5 25.3 12.0
L&T Tax Advantage -Direct (G) Not Ranked
21.37 8.0 13.2 20.2 56.6 27.7 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
8.75 8.0 13.7 20.1 63.7 31.7 -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
40.78 8.1 14.0 19.9 52.2 29.7 24.6 11.6
Tata Infra Tax Saving Fund (G) Not Ranked
6.88 8.7 17.3 19.8 72.1 21.7 17.7 5.5
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.14 7.1 12.2 19.8 46.3 19.2 -- --
L&T Tax Advantage (G) Rank 4
1,509.82 7.9 13.0 19.8 55.6 27.3 23.9 16.4
DSP-BRTax Saver Fund (G) Rank 3
1,010.26 7.9 13.5 19.7 63.0 31.2 30.2 16.9
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.02 7.5 12.4 19.6 63.8 29.5 -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
21.32 8.0 13.4 19.5 56.8 27.1 -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.20 8.8 13.4 19.4 56.5 29.3 -- --
Baroda Pioneer ELSS 96 Not Ranked
37.35 7.0 12.0 19.4 45.2 18.4 17.2 7.7
Can Robeco Eqty TaxSaver (G) Rank 4
828.92 7.9 13.3 19.3 56.1 27.3 25.4 17.2
DWS Tax Saving Fund (G) Not Ranked
45.84 8.7 13.1 19.2 56.1 28.9 25.0 11.8
HSBC Tax Saver Equity Fund (G) Rank 3
198.29 7.4 12.2 19.2 62.7 29.1 28.8 15.9
SBI Magnum Tax Gain - Direct (G) Not Ranked
66.47 8.6 13.9 19.0 60.4 30.6 -- --
Union KBC Tax Saver - Direct (G) Not Ranked
1.17 8.8 14.5 19.0 54.0 27.8 -- --
Union KBC Tax Saver Scheme (G) Not Ranked
85.04 8.8 14.5 18.8 53.7 27.6 27.1 --
SBI Magnum Tax Gain (G) Rank 3
4,936.06 8.6 13.7 18.8 59.6 30.7 28.1 15.3
UTI Equity Tax Saving - Direct (G) Not Ranked
8.05 7.8 13.0 18.6 51.6 26.6 -- --
UTI Equity Tax Saving (G) Rank 3
532.06 7.7 12.7 18.1 50.5 25.9 23.5 13.4
IDFC Tax Saver Fund (G) Not Ranked
37.05 10.7 14.9 17.9 44.7 26.4 24.6 14.9
ICICI Pru Tax Plan- Direct (G) Not Ranked
56.86 7.0 10.2 17.8 61.4 31.9 -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
405.10 5.4 6.5 17.7 70.8 33.5 30.5 14.0
HDFC Tax Saver - Direct (G) Not Ranked
115.70 6.6 12.0 17.4 68.1 31.5 -- --
ICICI Pru Tax Plan (G) Rank 2
2,283.67 6.9 9.9 17.2 60.1 31.5 29.1 17.7
HDFC Tax Saver (G) Rank 4
4,794.48 6.6 11.9 17.1 67.2 30.7 26.1 16.5
UTI Master Equity Plan (US) Not Ranked
1,650.02 7.7 12.3 16.9 49.6 24.3 22.5 13.9
Tata Tax Saving Fund - Plan A (D) Rank 3
176.58 8.2 10.5 16.7 52.1 24.8 22.5 14.0
Principal Tax Savings - Direct Not Ranked
0.67 7.4 11.1 16.5 60.6 30.4 -- --
Principal Personal Tax Saver Rank 4
370.26 9.0 12.8 16.5 53.6 25.3 24.8 12.8
Principal Tax Savings Rank 2
260.43 7.3 11.0 16.2 59.9 30.9 31.3 15.5
UTI Long Term Advantage S2 (G) Not Ranked
137.34 6.9 11.3 15.0 53.2 25.3 23.5 14.1
UTI Long Term Advantage (G) Not Ranked
225.94 6.9 11.3 15.0 52.8 23.5 22.0 11.3
Taurus Tax Shield - Direct (G) Not Ranked
0.34 8.3 10.5 13.3 47.1 19.6 -- --
Quantum Tax Saving Fund (G) Not Ranked
27.82 4.2 5.4 13.2 47.6 23.8 23.8 16.3
Taurus Tax Shield (G) Not Ranked
92.48 8.2 10.4 13.2 46.7 19.8 20.0 12.0
HDFC Long Term Advant. - Direct (G) Not Ranked
32.07 6.6 9.5 12.7 53.3 28.5 -- --
HDFC Long Term Advantage (G) Rank 3
1,133.66 6.5 9.4 12.5 52.5 27.8 25.8 16.7
Sahara Taxgain - Direct (G) Not Ranked
0.67 7.8 6.4 10.0 52.5 27.1 -- --
Sahara Taxgain (G) Not Ranked
11.66 7.7 6.4 9.8 52.1 27.7 23.2 15.2
Religare Invesco AGILE Tax (G) Not Ranked
5.74 6.3 13.1 9.7 20.6 15.7 15.5 8.8
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (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 -- -- -- -- -- -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
2.73 8.7 16.2 -- -- -- -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.30 8.2 15.1 -- -- -- -- --
CATEGORY AVERAGE 8.0 13.9 20.4 58.2 27.3 23.0 12.9

Note : Returns have been calculated based on NAV's as on Jan 23, 2015 & Index values as on Jan 23, 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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