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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 Sep 19, 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 9.3 17.8 61.4 103.1 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 9.2 17.6 60.8 101.7 38.7 29.0 21.1
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 10.1 18.5 53.1 93.5 37.1 25.3 14.1
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 9.4 17.1 48.3 93.5 39.5 -- --
HDFC Tax Saver - Direct (G) Not Ranked
74.77 4.9 10.6 46.9 70.8 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 11.0 21.4 46.6 69.5 -- -- --
HDFC Tax Saver (G) Rank 3
4,036.36 4.8 10.5 46.5 69.8 30.9 21.3 16.6
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 10.9 21.2 46.1 68.3 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
23.80 7.3 18.6 43.3 77.2 -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 5.8 12.0 42.9 68.9 -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.01 4.9 19.2 42.8 57.3 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 5.8 13.7 42.7 61.4 -- -- --
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 8.9 15.1 42.6 71.7 38.9 28.8 21.4
Escorts Tax Plan (G) Not Ranked
2.72 4.8 19.0 42.4 58.3 18.7 8.2 3.9
ICICI Pru Tax Plan (G) Rank 2
1,840.90 5.7 11.8 42.4 67.6 32.8 24.9 19.3
DSP-BRTax Saver Fund (G) Rank 3
808.27 5.8 13.6 42.3 60.5 31.7 24.1 16.2
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 6.9 16.8 42.3 67.9 -- -- --
Principal Tax Savings - Direct Not Ranked
0.40 5.4 11.6 42.2 66.1 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 7.1 18.2 42.1 74.8 38.6 28.4 --
Principal Tax Savings Rank 2
227.71 5.4 11.5 42.0 65.4 33.3 26.1 14.5
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 5.6 13.7 41.6 56.1 -- -- --
Religare Invesco Tax Plan (G) Rank 2
159.04 6.8 16.5 41.6 66.3 31.8 22.2 18.0
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 5.6 13.7 41.4 55.8 30.9 23.8 16.5
Sahara Taxgain - Direct (G) Not Ranked
0.49 7.0 9.3 41.0 65.4 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 7.0 9.2 40.8 65.0 27.7 20.1 14.7
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 5.3 12.4 40.5 62.9 -- -- --
JM Tax Gain Fund (G) Not Ranked
31.40 5.2 12.2 40.0 61.3 28.7 20.4 10.1
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 6.7 14.2 38.1 60.4 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
113.38 5.6 11.2 38.0 59.8 23.1 21.7 15.9
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 6.4 15.6 37.9 56.4 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
1.12 6.5 14.6 37.6 54.3 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 7.2 15.1 37.6 60.1 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 6.7 14.0 37.6 59.4 30.5 21.5 12.4
Franklin India Tax Shield (G) Rank 3
1,133.25 6.3 15.4 37.5 55.4 29.2 21.7 17.8
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 6.6 14.0 37.4 59.1 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 6.5 13.3 37.3 63.3 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 4.9 12.7 37.2 59.2 -- -- --
Kotak Tax Saver (G) Rank 5
369.34 6.5 14.4 37.2 53.5 20.1 16.7 11.0
Tata Tax Saving Fund - Direct Not Ranked
1.47 7.0 14.4 36.9 44.6 -- -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 7.1 14.7 36.9 58.7 31.3 22.8 16.6
SBI Magnum Tax Gain (G) Rank 3
4,327.68 4.9 12.6 36.9 58.5 28.7 22.5 13.9
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 6.4 13.1 36.8 62.2 30.0 24.0 15.2
Birla Sun Life Tax Plan (G) Rank 3
135.05 6.5 13.7 36.8 57.9 29.6 21.0 14.1
Tata Tax Saving Fund Rank 3
144.15 6.9 14.2 36.4 43.5 24.7 18.7 14.1
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 4.6 11.6 36.3 60.9 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 5.0 12.0 36.2 50.7 -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 3.0 5.6 36.2 53.4 14.8 10.3 4.0
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 7.0 16.1 36.2 53.0 -- -- --
HDFC Long Term Advantage (G) Rank 3
967.64 4.6 11.5 36.0 60.1 30.1 22.0 17.0
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 5.0 11.9 35.9 50.0 25.5 19.7 16.4
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 5.7 11.4 35.7 37.6 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 6.1 12.8 35.6 48.7 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
30.84 6.9 15.8 35.5 51.5 26.0 18.8 10.1
Baroda Pioneer ELSS 96 Not Ranked
29.52 5.7 11.3 35.3 36.4 16.5 12.7 5.5
Sundaram Tax Saver (G) Rank 5
1,139.83 6.1 12.7 35.3 48.1 23.1 18.6 10.3
UTI Long Term Advantage S2 (G) Not Ranked
125.42 4.9 10.3 34.7 50.3 24.6 18.2 13.0
UTI Long Term Advantage (G) Not Ranked
204.16 4.9 10.2 34.2 48.3 23.3 17.2 10.5
L&T Tax Advantage -Direct (G) Not Ranked
14.49 6.0 10.8 34.2 49.2 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 6.5 13.7 33.8 46.0 25.2 18.7 15.0
L&T Tax Advantage (G) Rank 4
1,262.67 6.0 10.7 33.8 48.3 24.9 18.1 15.4
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 5.8 11.3 32.6 46.2 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 4.7 10.3 32.6 48.7 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 5.1 11.3 32.5 45.3 -- -- --
L&T Tax Saver Fund (G) Not Ranked
28.82 6.2 10.0 32.5 52.0 24.8 16.9 9.9
Principal Personal Tax Saver Rank 4
353.73 4.5 10.0 32.2 49.7 24.8 19.2 11.4
UTI Equity Tax Saving (G) Rank 4
453.64 5.7 11.1 32.1 45.5 23.9 17.5 11.9
UTI Master Equity Plan (US) Not Ranked
1,428.55 4.8 9.4 32.1 43.3 24.1 18.1 12.6
DWS Tax Saving Fund (G) Not Ranked
42.77 5.1 11.1 32.0 44.9 26.6 18.1 10.2
JPMorgan Tax Advantage (G) Not Ranked
5.99 4.6 10.0 31.9 47.5 23.2 16.9 13.1
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 5.2 11.2 31.8 47.5 -- -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 3.6 9.1 31.8 46.1 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 5.2 11.1 31.6 47.0 26.4 19.1 11.5
Quantum Tax Saving Fund (G) Not Ranked
20.43 4.2 9.4 31.5 49.2 26.0 21.6 17.0
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 5.1 10.9 31.2 46.1 25.7 18.5 11.0
ING Tax Saving (G) Not Ranked
23.44 3.5 8.8 30.9 44.3 21.9 14.3 11.9
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 6.6 12.2 30.5 45.0 -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 6.1 10.9 30.2 52.0 25.3 17.7 13.3
Edelweiss ELSS Fund (G) Not Ranked
32.96 6.6 12.1 30.2 44.5 26.3 19.1 13.0
Taurus Tax Shield - Direct (G) Not Ranked
0.26 3.8 8.5 29.9 44.8 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 4.5 9.3 29.9 45.0 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 4.5 9.3 29.8 44.8 26.4 -- --
Taurus Tax Shield (G) Not Ranked
90.33 3.8 8.4 29.8 44.3 20.2 15.2 10.8
IDFC Tax Saver Fund (G) Not Ranked
34.86 3.9 10.0 27.4 39.2 24.9 18.9 13.9
Religare Invesco AGILE Tax (G) Not Ranked
6.19 1.0 7.5 11.8 19.0 13.2 12.1 8.0
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 9.9 18.5 -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 9.9 18.5 -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 5.9 12.6 35.6 53.9 15.0 10.6 7.0

Note : Returns have been calculated based on NAV's as on Sep 19, 2014 & Index values as on Sep 19, 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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