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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 30, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
164.35 -0.1 6.3 19.0 14.8 11.0 27.7 --
Escorts Tax Plan (G) Not Ranked
3.53 -2.3 6.6 23.8 32.8 23.0 34.4 14.5
Escorts Tax Plan - Direct (G) Not Ranked
0.27 -2.3 6.6 23.8 33.0 21.9 32.8 --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.81 0.4 10.1 22.9 18.2 17.3 27.7 17.9
Birla SL Tax Relief 96-Direct (G) Not Ranked
79.46 1.2 7.4 16.4 14.8 17.2 30.3 --
Tata Tax Advantage Fund-1(G) Not Ranked
71.93 2.8 -7.3 -7.3 -10.8 17.2 15.7 11.6
Birla Sun Life Tax Plan-Direct (G) Not Ranked
13.65 1.1 7.1 15.9 14.4 16.6 29.5 --
L&T Tax Saver Fund (G) Not Ranked
26.10 0.7 9.8 23.6 16.3 16.4 27.5 17.2
Birla SL Tax Relief 96 (G) Rank 1
2,061.57 1.1 7.1 15.9 13.8 16.3 29.4 19.9
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 1.1 7.0 15.7 13.2 16.1 25.8 --
Birla SL Tax Savings (G) Not Ranked
23.59 1.1 6.9 15.6 12.9 16.0 25.2 15.2
DSP-BRTax Saver Fund -Direct (G) Not Ranked
24.04 0.7 10.8 22.3 21.1 15.9 29.3 --
Kotak Tax Saver - Direct (G) Not Ranked
6.40 0.9 10.1 20.1 13.7 15.9 28.1 --
Birla Sun Life Tax Plan (G) Rank 2
331.67 1.0 6.8 15.2 13.1 15.4 28.3 19.2
IDBI Equity Advantage -Direct (G) Not Ranked
9.83 1.5 8.5 16.1 10.3 15.3 31.3 --
DSP-BRTax Saver Fund (G) Rank 2
1,169.27 0.7 10.6 22.0 20.4 15.2 28.5 20.6
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.82 -1.1 7.6 24.4 15.7 14.7 -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
33.77 -1.1 7.6 24.3 15.6 14.5 -- --
Kotak Tax Saver - Regular (G) Rank 4
459.18 0.8 9.6 19.2 12.0 14.4 26.7 16.1
SBI Tax Advantage Sr-2 (G) Not Ranked
27.76 -1.3 11.2 29.1 21.8 14.4 35.7 --
IDBI Equity Advantage - Reg (G) Not Ranked
456.32 1.4 8.3 15.6 9.4 14.4 30.3 --
Franklin (I) Tax Shield -Direct (G) Not Ranked
144.93 -0.6 4.8 13.5 11.5 14.3 27.9 --
Axis Long Term Equity - Direct (G) Not Ranked
413.98 -0.4 5.3 14.5 9.2 14.2 32.6 --
Sundaram Tax Saver -Direct (G) Not Ranked
19.71 0.5 8.1 20.8 17.9 13.6 25.0 --
Invesco India Tax Plan - DP (G) Not Ranked
10.79 -0.5 6.9 16.4 11.8 13.6 29.6 --
JM Tax Gain Fund -Direct (G) Not Ranked
0.43 0.9 11.8 22.4 18.5 13.3 28.9 --
Sundaram Tax Saver (G) Rank 3
1,164.53 0.4 8.0 20.5 17.6 13.3 24.6 16.7
Franklin India Tax Shield (G) Rank 2
1,947.67 -0.7 4.5 13.0 10.4 13.2 26.8 18.3
L&T Tax Advantage -Direct (G) Not Ranked
39.49 1.5 7.7 19.5 13.9 13.2 24.6 --
DHFL Pramerica Tax Plan -Direct (G) Not Ranked
0.91 0.2 8.5 17.3 16.5 13.2 23.7 --
Axis Long Term Equity Fund (G) Rank 2
8,118.15 -0.5 5.0 13.8 8.0 12.9 30.9 22.5
L&T Tax Advantage (G) Rank 3
1,489.04 1.5 7.5 19.1 13.1 12.5 23.8 16.0
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
20.50 -0.7 6.3 16.1 11.1 12.2 25.8 --
BOI AXA Tax Advantage - Direct (G) Not Ranked
2.14 0.9 9.3 18.9 10.0 12.2 23.4 --
Principal Tax Savings - Direct Not Ranked
2.22 1.2 10.8 22.3 18.9 12.1 27.6 --
DHFL Pramerica Tax Plan (G) Not Ranked
40.31 0.1 8.1 16.5 14.9 11.8 22.6 15.9
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.24 -0.7 5.8 13.2 8.7 11.7 23.5 --
Invesco India Tax Plan (G) Not Ranked
276.15 -0.6 6.5 15.5 9.9 11.6 27.7 18.5
SBI Tax Advantage Sr-1 (G) Not Ranked
366.67 -1.6 7.3 24.1 16.5 11.6 33.2 20.1
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.28 -0.3 7.3 13.7 7.1 11.5 22.4 --
Principal Tax Savings Rank 3
249.06 1.1 10.7 22.0 18.3 11.5 27.0 20.2
JM Tax Gain Fund (G) Not Ranked
26.82 0.7 11.2 21.0 15.8 11.4 27.0 17.0
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.45 0.9 9.1 18.4 9.1 11.2 22.5 16.2
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
164.35 -0.1 6.3 19.0 14.8 11.0 27.7 --
Edelweiss ELSS Fund (G) Not Ranked
60.44 -0.4 7.1 13.2 6.3 10.9 21.8 16.2
Tata Infra Tax Saving Fund (G) Not Ranked
5.88 -1.1 5.3 15.6 11.3 10.9 24.0 10.6
HSBC Tax Saver Equity -Direct (G) Not Ranked
2.07 1.5 8.1 18.6 13.5 10.9 26.5 --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
394.93 -0.7 6.0 15.4 9.9 10.7 24.3 18.1
Quantum Tax Saving Fund (G) Not Ranked
41.73 -1.4 6.6 16.9 23.6 10.6 22.6 17.3
ICICI Pru RIGHT Fund (G) Not Ranked
50.09 -1.4 5.8 18.3 7.9 10.5 28.2 21.6
BOI AXA Tax Advtg -RP (G) Not Ranked
50.29 0.8 8.8 18.0 8.3 10.4 21.7 15.5
BNP Paribas Long Term Equity-DP (G) Not Ranked
5.49 -1.0 3.7 11.7 6.8 10.4 24.1 --
JPMorgan Tax Advantage (G) Not Ranked
11.68 -0.8 5.6 12.6 7.6 10.2 22.0 14.4
HSBC Tax Saver Equity Fund (G) Not Ranked
162.73 1.4 7.9 18.2 12.7 10.1 25.6 18.4
LIC NOMURA Tax Plan - Direct (G) Not Ranked
3.17 0.2 7.2 17.1 8.6 9.9 23.2 --
SBI Magnum Tax Gain - Direct (G) Not Ranked
139.91 0.4 7.3 15.9 9.4 9.8 24.9 --
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
2,894.41 -0.2 6.0 18.2 13.4 9.8 26.4 18.9
BNP Paribas Long Term Equity (G) Rank 3
441.69 -1.1 3.5 11.2 6.0 9.8 23.5 18.1
Taurus Tax Shield - Direct (G) Not Ranked
0.92 -1.2 7.0 18.9 13.8 9.8 21.2 --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 0.7 9.1 18.3 12.8 9.8 -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
22.30 -1.1 4.8 13.5 11.0 9.4 21.1 --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
242.31 -0.6 7.7 16.9 17.8 9.4 35.0 --
LIC NOMURA Tax Plan (G) Not Ranked
56.29 0.1 7.0 16.7 7.8 9.3 22.3 15.1
UTI Master Equity Plan (US) Not Ranked
1,537.27 -0.9 6.7 18.2 11.2 9.2 20.6 14.8
Principal Personal Tax Saver Rank 4
300.91 -0.7 8.4 18.2 12.4 9.2 21.3 15.3
SBI Magnum Tax Gain (G) Rank 4
4,363.01 0.3 7.1 15.5 8.8 9.1 24.2 17.3
HDFC Long Term Advant. - Direct (G) Not Ranked
58.50 0.4 8.5 18.8 19.7 9.1 24.7 --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.09 0.6 8.9 18.0 11.9 8.8 -- --
Reliance Tax Saver (ELSS) (G) Rank 3
4,659.48 -0.7 7.5 16.4 16.9 8.6 34.0 20.8
HDFC Long Term Advantage (G) Rank 4
1,058.39 0.3 8.3 18.4 18.9 8.5 24.0 16.5
Taurus Tax Shield (G) Not Ranked
55.75 -1.2 6.8 18.0 12.0 8.4 20.0 13.0
UTI Equity Tax Saving (G) Rank 3
605.32 -1.2 4.5 12.9 9.9 8.4 20.1 14.0
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
34.86 0.8 7.4 14.3 9.6 8.3 21.2 --
UTI Long Term Advantage S2 (G) Not Ranked
117.85 -1.1 5.0 13.9 10.3 8.0 21.0 14.1
UTI Long Term Advantage (G) Not Ranked
194.92 -1.1 4.9 13.9 10.2 7.9 20.4 13.4
Can Robeco Eqty TaxSaver (G) Rank 5
761.15 0.7 7.2 14.0 9.0 7.7 20.5 15.0
IDFC Tax Saver Fund (G) Not Ranked
31.47 0.8 7.7 17.7 14.1 7.4 17.2 14.6
Union KBC Tax Saver - Direct (G) Not Ranked
3.55 0.2 6.1 13.4 4.8 6.6 18.3 --
HDFC Tax Saver - Direct (G) Not Ranked
237.73 -0.2 7.7 17.5 11.5 6.3 24.6 --
HDFC Tax Saver (G) Rank 5
4,433.87 -0.3 7.5 17.1 10.8 5.8 23.9 14.7
Union KBC Tax Saver Scheme (G) Not Ranked
98.03 0.1 5.8 12.7 3.8 5.7 17.7 --
Invesco India AGILE Tax (G) Not Ranked
4.27 -1.7 8.8 15.3 3.9 5.6 8.3 8.8
Reliance ELSF - Series 1 (G) Not Ranked
105.69 -1.6 4.5 12.2 -1.8 4.7 20.7 14.8
Sahara Taxgain - Direct (G) Not Ranked
0.85 0.3 6.8 13.3 13.4 3.6 21.1 --
Sahara Taxgain (G) Not Ranked
7.31 0.2 6.5 12.7 12.3 2.8 20.4 13.4
UTI Long Term Advantage S3 (G) Not Ranked
7.35 -0.6 6.7 -- -- -- -- --
Tata India Tax Savings Fund - Direct (G) Not Ranked
100.70 0.9 8.3 20.4 18.4 -- -- --
Mirae Ultra STBF - Direct (B) Not Ranked
55.98 1.3 11.1 24.0 -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
196.54 -0.8 6.1 -- -- -- -- --
Tata India Tax Savings Fund - Reg (G) Not Ranked
8.20 0.8 8.1 19.9 17.3 -- -- --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.29 -- 7.6 17.0 -- -- -- --
Motilal MOSt Long Term Fund -RP (G) Not Ranked
112.25 2.7 12.4 24.7 18.4 -- -- --
Motilal MOSt Long Term Fund -DP (G) Not Ranked
6.38 2.8 12.9 25.7 20.3 -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
3.17 0.7 9.1 18.3 12.8 -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.91 0.1 10.9 27.5 18.7 -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
34.19 -- 10.6 29.5 19.6 -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.80 -- 10.6 29.5 19.8 -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
39.62 0.1 10.9 27.4 18.5 -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
45.10 0.6 8.9 18.0 11.9 -- -- --
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
23.63 0.7 9.0 20.8 16.0 -- -- --
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.77 0.8 9.1 21.0 16.4 -- -- --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
18.18 -- 7.5 16.9 -- -- -- --
Mirae Ultra STBF - Direct (G) Not Ranked
3.53 1.4 11.5 24.9 -- -- -- --
CATEGORY AVERAGE 0.0 7.4 17.5 12.3 9.7 20.1 12.1

Note : Returns have been calculated based on NAV's as on Sep 30, 2016 & Index values as on Sep 30, 2016

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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