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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 Oct 30, 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
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
37.93 4.9 16.9 52.0 94.4 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 4.8 16.6 51.4 93.1 37.8 30.6 23.2
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.50 3.2 13.0 45.7 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
28.06 3.2 12.9 45.6 -- -- -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
394.83 2.1 11.5 43.4 79.8 34.7 25.4 15.1
IDBI Equity Advantage -Direct (G) Not Ranked
1.19 1.1 16.5 43.2 64.2 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
47.21 2.8 13.1 42.9 84.2 36.3 -- --
IDBI Equity Advantage - Reg (G) Not Ranked
112.18 1.1 16.2 42.7 63.2 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
34.87 3.3 12.1 39.2 67.7 -- -- --
ICICI Pru RIGHT Fund (G) Not Ranked
66.71 4.5 13.4 38.3 61.9 39.1 30.2 22.5
Axis Long Term Equity Fund (G) Rank 1
2,020.07 3.1 11.6 38.2 65.3 37.6 28.4 --
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.30 2.1 10.3 37.0 48.5 -- -- --
BNP Paribas Long Term Equity (G) Rank 2
249.55 2.1 10.3 36.9 48.2 30.2 23.5 18.4
Kotak Tax Saver - Direct (G) Not Ranked
1.40 4.7 13.9 36.3 48.2 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.07 3.6 11.3 36.2 56.0 -- -- --
Kotak Tax Saver (G) Rank 5
412.11 4.6 13.8 36.0 47.4 20.7 16.9 13.6
Religare Invesco Tax Plan - DP (G) Not Ranked
2.06 0.4 9.9 35.9 53.9 -- -- --
JM Tax Gain Fund (G) Not Ranked
33.36 3.5 11.1 35.7 54.5 27.0 20.0 11.6
Religare Invesco Tax Plan (G) Rank 2
183.93 0.3 9.6 35.1 52.2 29.5 22.0 18.7
DSP-BRTax Saver Fund -Direct (G) Not Ranked
6.96 2.4 9.5 34.9 50.6 -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
95.72 3.7 9.5 34.9 57.7 -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
31.48 3.4 12.5 34.6 51.6 -- -- --
HDFC Tax Saver (G) Rank 4
4,525.59 3.7 9.4 34.6 56.8 29.5 21.0 17.0
DSP-BRTax Saver Fund (G) Rank 3
927.87 2.3 9.3 34.6 49.8 29.4 23.7 17.1
Franklin India Tax Shield (G) Rank 3
1,303.34 3.3 12.3 34.2 50.6 28.7 21.2 19.0
ICICI Pru Tax Plan- Direct (G) Not Ranked
44.58 2.4 10.0 34.0 58.3 -- -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
16.39 1.9 9.7 33.6 49.6 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
122.31 3.9 11.2 33.6 56.2 22.8 21.8 17.2
ICICI Pru Tax Plan (G) Rank 2
2,123.44 2.3 9.7 33.4 57.1 31.3 23.9 19.8
Birla SL Tax Relief 96 (G) Rank 3
1,672.91 1.9 9.4 33.0 48.7 28.1 21.5 14.0
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.13 1.9 9.5 33.0 48.4 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
162.91 1.7 9.2 32.5 47.3 27.3 21.1 15.8
Escorts Tax Plan - Direct (G) Not Ranked
0.02 1.2 10.9 32.4 49.5 -- -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.46 2.0 9.8 32.1 43.1 -- -- --
Principal Tax Savings - Direct Not Ranked
0.53 3.2 8.6 32.0 53.5 -- -- --
Escorts Tax Plan (G) Not Ranked
3.02 1.2 10.8 32.0 50.4 17.0 7.5 4.6
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.10 3.1 11.0 31.8 33.3 -- -- --
Principal Tax Savings Rank 2
250.70 3.1 8.5 31.7 52.9 31.2 25.8 15.5
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.89 2.9 10.0 31.7 52.8 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
34.88 1.9 9.5 31.4 41.7 24.9 17.6 12.9
Baroda Pioneer ELSS 96 Not Ranked
33.59 3.0 10.8 31.4 32.3 17.0 12.0 7.4
HSBC Tax Saver Equity Fund (G) Rank 3
196.18 2.9 9.9 31.2 51.8 27.0 23.4 16.5
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
18.68 2.6 8.6 31.1 41.8 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.60 2.3 7.0 30.8 53.0 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
787.13 2.5 8.5 30.8 41.2 24.1 19.7 17.4
Tata Tax Saving Fund - Direct Not Ranked
2.04 1.0 8.2 30.8 37.7 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
8.26 2.7 10.4 30.7 41.9 -- -- --
Sahara Taxgain (G) Not Ranked
11.82 2.3 6.9 30.6 52.6 26.7 20.0 16.3
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 1.1 7.7 30.5 49.3 -- -- --
Sundaram Tax Saver (G) Rank 5
1,190.75 2.6 10.3 30.4 41.4 21.6 18.1 12.2
Tata Infra Tax Saving Fund (G) Not Ranked
6.79 4.9 5.6 30.3 46.4 14.2 11.2 5.2
SBI Magnum Tax Gain (G) Rank 3
4,777.58 1.1 7.6 30.2 48.6 27.1 21.9 15.3
Tata Tax Saving Fund Rank 3
164.23 0.9 8.0 30.2 36.6 22.7 17.4 14.7
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.12 2.8 8.9 29.4 41.4 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.36 4.1 9.7 28.9 39.4 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.19 2.9 9.4 28.8 38.6 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.34 4.1 9.6 28.8 39.1 25.5 18.4 12.9
JPMorgan Tax Advantage (G) Not Ranked
7.19 2.7 8.6 28.8 40.2 22.5 16.4 14.9
L&T Tax Advantage -Direct (G) Not Ranked
18.13 2.9 8.8 28.7 41.4 -- -- --
DWS Tax Saving Fund (G) Not Ranked
44.93 2.9 9.4 28.6 38.7 25.9 18.0 12.1
UTI Long Term Advantage S2 (G) Not Ranked
135.11 2.1 6.4 28.6 42.2 23.3 17.3 14.2
UTI Equity Tax Saving - Direct (G) Not Ranked
6.10 1.7 8.4 28.5 39.2 -- -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
36.81 4.0 9.5 28.4 38.2 24.7 17.8 12.5
L&T Tax Advantage (G) Rank 4
1,410.66 2.9 8.7 28.3 40.5 24.1 17.5 16.4
UTI Long Term Advantage (G) Not Ranked
221.68 2.1 6.4 28.2 41.1 20.5 16.7 11.8
UTI Equity Tax Saving (G) Rank 3
499.12 1.6 8.2 28.0 38.4 22.7 17.1 13.4
Quantum Tax Saving Fund (G) Not Ranked
24.19 3.1 8.8 27.9 42.5 25.8 21.3 17.8
Tata Tax Advantage Fund-1(G) Not Ranked
91.99 0.7 7.9 27.9 39.6 23.4 17.3 15.7
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
5.24 -1.4 6.4 27.6 41.5 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
25.03 1.7 6.7 27.6 47.2 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
0.97 3.2 7.2 27.4 38.3 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
76.45 3.2 7.2 27.3 38.0 25.1 -- --
HDFC Long Term Advantage (G) Rank 3
1,082.39 1.6 6.6 27.3 46.4 28.7 21.1 17.5
Principal Personal Tax Saver Rank 4
369.00 3.4 7.7 27.0 41.5 24.0 18.8 12.8
L&T Tax Saver Fund (G) Not Ranked
30.21 2.8 9.7 26.9 43.3 24.5 17.3 12.3
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
231.04 -1.6 6.0 26.8 40.1 27.1 20.4 17.4
UTI Master Equity Plan (US) Not Ranked
1,573.80 1.8 7.5 26.0 35.7 22.5 16.7 13.8
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 2.7 6.0 25.5 38.1 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.31 1.7 7.9 25.3 36.7 -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.31 2.4 6.3 25.1 35.9 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
40.74 1.6 7.8 25.0 36.3 24.5 19.3 15.2
Taurus Tax Shield (G) Not Ranked
93.70 2.4 6.3 25.0 35.3 18.6 14.9 13.0
Birla SL Tax Savings (G) Not Ranked
24.68 2.7 5.8 24.9 36.5 20.8 14.1 13.8
L&T Long Term Adv. Fund - I (G) Not Ranked
1.75 2.1 9.3 24.7 41.2 23.9 18.0 14.2
IDFC Tax Saver Fund (G) Not Ranked
36.96 0.2 4.7 19.8 28.6 22.8 17.4 14.7
Religare Invesco AGILE Tax (G) Not Ranked
6.03 4.8 0.7 6.3 12.0 10.5 9.9 8.8
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 2.4 9.2 31.1 45.3 14.3 10.4 7.7

Note : Returns have been calculated based on NAV's as on Oct 30, 2014 & Index values as on Oct 30, 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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