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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 Dec 05, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Oct 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Tata Tax Advantage Fund-1(G) Not Ranked
71.93 2.8 -7.3 -7.3 -10.8 17.2 15.7 11.6
Escorts Tax Plan (G) Not Ranked
3.53 -4.4 -6.0 4.5 18.6 14.6 29.4 15.7
Escorts Tax Plan - Direct (G) Not Ranked
0.44 -4.4 -6.0 4.5 18.7 13.7 27.8 --
Tata India Tax Savings Fund - Direct (G) Not Ranked
134.32 -5.7 -7.6 2.5 7.2 8.8 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
30.10 -3.3 -4.9 9.0 14.5 8.3 23.2 --
Sponsored Advt.
DSP-BRTax Saver Fund (G) Rank 2
1,342.95 -3.5 -5.2 8.5 13.7 7.6 22.5 19.8
L&T Long Term Adv. Fund - I (G) Not Ranked
2.02 -5.5 -5.6 6.4 12.4 8.1 21.4 17.1
L&T Tax Saver Fund (G) Not Ranked
28.47 -5.0 -4.6 7.3 11.8 7.9 21.2 16.3
DSP-BRTax Saver Fund (G) Rank 2
1,342.95 -3.5 -5.2 8.5 13.7 7.6 22.5 19.8
Tata India Tax Savings Fund - Reg (G) Not Ranked
245.47 -5.7 -7.9 2.1 6.3 7.5 -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
30.14 -6.1 -4.8 11.1 16.0 7.2 28.6 --
Birla SL Tax Relief 96-Direct (G) Not Ranked
98.11 -5.1 -6.6 1.6 6.1 6.5 22.5 --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
16.55 -5.0 -6.4 1.5 5.9 6.1 21.9 --
Invesco India Tax Plan - DP (G) Not Ranked
12.61 -3.5 -6.5 2.5 7.7 6.1 22.6 --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
2.06 -5.3 -6.8 6.5 9.3 6.0 -- --
L&T Tax Advantage -Direct (G) Not Ranked
45.22 -3.5 -3.7 6.6 10.4 6.0 19.1 --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
38.27 -5.3 -6.8 6.5 9.1 5.8 -- --
Birla SL Tax Relief 96 (G) Rank 1
2,275.47 -5.2 -6.8 1.1 5.1 5.7 21.6 18.5
Quantum Tax Saving Fund (G) Not Ranked
47.29 -2.0 -4.6 6.3 15.9 5.7 17.7 16.4
Franklin (I) Tax Shield -Direct (G) Not Ranked
172.92 -3.1 -6.2 2.1 7.7 5.6 21.7 --
Kotak Tax Saver - Direct (G) Not Ranked
7.71 -5.2 -5.4 7.4 10.5 5.5 22.1 --
L&T Tax Advantage (G) Rank 3
1,690.41 -3.6 -3.8 6.3 9.7 5.3 18.4 15.1
SBI Tax Advantage Sr-1 (G) Not Ranked
403.20 -5.8 -8.6 2.6 9.6 5.2 24.7 18.8
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 -5.1 -6.6 1.1 5.0 5.1 19.4 --
Birla Sun Life Tax Plan (G) Rank 2
374.81 -5.1 -6.7 0.9 4.7 5.0 20.7 17.9
Birla SL Tax Savings (G) Not Ranked
24.92 -5.1 -6.7 1.0 4.7 5.0 18.9 13.6
Axis Long Term Equity - Direct (G) Not Ranked
505.95 -5.5 -7.9 -0.4 4.7 4.8 23.8 --
Sundaram Tax Saver -Direct (G) Not Ranked
22.99 -5.8 -7.3 4.8 8.2 4.7 18.6 --
Franklin India Tax Shield (G) Rank 2
2,170.83 -3.2 -6.5 1.5 6.7 4.6 20.6 17.1
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
23.64 -5.9 -7.9 2.4 4.4 4.6 18.5 --
Sundaram Tax Saver (G) Rank 3
1,309.13 -5.9 -7.4 4.6 7.9 4.4 18.2 14.7
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
199.18 -4.8 -5.9 6.6 7.2 4.3 20.0 --
Invesco India Tax Plan (G) Not Ranked
310.46 -3.7 -6.9 1.7 5.9 4.2 20.7 17.6
Kotak Tax Saver - Regular (G) Rank 4
488.27 -5.3 -5.8 6.6 8.8 4.0 20.8 14.9
Principal Tax Savings - Direct Not Ranked
2.55 -5.4 -6.4 7.9 9.1 4.0 19.9 --
JM Tax Gain Fund -Direct (G) Not Ranked
0.49 -4.9 -7.6 5.7 11.4 3.7 20.1 --
HDFC Long Term Advant. - Direct (G) Not Ranked
67.55 -3.2 -3.3 6.5 14.5 3.7 18.1 --
Axis Long Term Equity Fund (G) Rank 2
9,518.03 -5.6 -8.1 -1.0 3.5 3.6 22.2 20.8
DHFL Pramerica Tax Plan -Direct (G) Not Ranked
1.29 -5.6 -9.0 1.4 9.0 3.5 17.2 --
Principal Tax Savings Rank 3
276.82 -5.4 -6.4 7.7 8.5 3.4 19.3 18.6
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.38 -4.9 -6.6 2.8 2.0 3.4 16.5 --
ICICI Pru RIGHT Fund (G) Not Ranked
52.14 -3.5 -4.6 6.8 6.6 3.3 21.0 20.9
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
442.10 -6.0 -8.2 1.8 3.3 3.3 17.0 16.8
IDBI Equity Advantage -Direct (G) Not Ranked
11.24 -7.2 -7.7 -0.3 3.0 3.2 23.7 --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.28 -9.0 -7.0 2.3 2.7 3.1 17.4 --
HDFC Long Term Advantage (G) Rank 4
1,149.50 -3.3 -3.4 6.1 13.8 3.1 17.4 15.9
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
3,296.21 -4.9 -6.2 5.9 5.9 3.1 18.8 17.7
Taurus Tax Shield - Direct (G) Not Ranked
1.00 -4.1 -7.4 2.8 7.8 3.0 14.2 --
HSBC Tax Saver Equity -Direct (G) Not Ranked
2.34 -5.3 -6.0 2.5 7.7 3.0 19.2 --
Edelweiss ELSS Fund (G) Not Ranked
65.36 -5.0 -6.8 2.4 1.2 2.8 15.9 15.0
UTI LTEF (Tax Saving) - Direct (G) Not Ranked
26.08 -3.3 -5.9 3.1 6.7 2.6 16.2 --
SBI Magnum Tax Gain - Direct (G) Not Ranked
162.70 -3.5 -6.9 1.6 4.3 2.5 18.1 --
BOI AXA Tax Advantage - Direct (G) Not Ranked
2.49 -6.9 -8.0 2.4 3.6 2.4 16.0 --
IDBI Equity Advantage - Reg (G) Not Ranked
520.17 -7.3 -7.9 -0.8 2.2 2.4 22.7 --
HSBC Tax Saver Equity Fund (G) Not Ranked
174.22 -5.4 -6.2 2.1 6.9 2.3 18.4 16.5
DHFL Pramerica Tax Plan (G) Not Ranked
43.24 -5.7 -9.3 0.7 7.5 2.1 16.1 14.2
BNP Paribas Long Term Equity-DP (G) Not Ranked
6.31 -6.5 -9.9 -3.0 -0.7 2.0 17.7 --
SBI Magnum Tax Gain (G) Rank 4
4,743.99 -3.5 -7.0 1.3 3.6 1.9 17.5 15.9
Tata Infra Tax Saving Fund (G) Not Ranked
6.34 -2.8 -6.5 5.5 5.6 1.9 17.5 10.6
JM Tax Gain Fund (G) Not Ranked
29.28 -5.1 -8.1 4.5 8.9 1.8 18.3 15.3
JPMorgan Tax Advantage (G) Not Ranked
12.50 -9.0 -7.3 1.8 1.7 1.6 16.0 13.8
UTI LTEF (Tax Saving) (G) Rank 3
673.64 -3.3 -6.2 2.6 5.6 1.6 15.2 13.3
Principal Personal Tax Saver Rank 4
324.43 -4.7 -7.7 3.7 6.5 1.6 15.5 14.0
Taurus Tax Shield (G) Not Ranked
56.92 -4.1 -7.5 2.4 6.3 1.6 13.1 11.5
UTI Master Equity Plan (US) Not Ranked
1,692.46 -4.7 -7.8 2.2 4.8 1.5 14.3 13.2
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.49 -6.9 -8.2 2.0 2.8 1.5 15.2 14.1
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 -5.7 -6.7 4.6 7.1 1.4 -- --
UTI Long Term Advantage (G) Not Ranked
209.99 -3.3 -6.3 2.8 5.4 1.3 15.5 12.6
UTI Long Term Advantage S2 (G) Not Ranked
126.56 -3.3 -6.3 2.8 5.5 1.3 15.7 13.1
BNP Paribas Long Term Equity (G) Rank 3
488.12 -6.6 -10.1 -3.4 -1.4 1.3 17.1 16.1
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
286.90 -3.2 -4.9 7.7 7.8 0.9 26.9 --
BOI AXA Tax Advtg -RP (G) Not Ranked
57.31 -7.0 -8.3 1.6 2.0 0.8 14.4 13.4
LIC NOMURA Tax Plan - Direct (G) Not Ranked
3.80 -4.4 -6.5 3.2 6.4 0.7 16.3 --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.10 -5.7 -6.9 4.3 6.3 0.5 -- --
Reliance Tax Saver (ELSS) (G) Rank 3
5,324.76 -3.2 -5.0 7.3 6.9 0.2 26.0 21.1
HDFC Tax Saver - Direct (G) Not Ranked
278.01 -1.0 -2.0 10.6 9.1 -- 18.1 --
LIC NOMURA Tax Plan (G) Not Ranked
64.61 -4.4 -6.6 2.8 5.7 0.1 15.5 13.5
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
39.55 -5.2 -6.7 1.8 2.1 -0.3 15.0 --
HDFC Tax Saver (G) Rank 5
4,916.70 -1.0 -2.2 10.2 8.4 -0.5 17.5 14.4
IDFC Tax Saver Fund (G) Not Ranked
32.56 -5.6 -8.3 1.3 7.1 -0.7 11.2 12.6
Sahara Taxgain - Direct (G) Not Ranked
0.90 -2.7 -6.0 4.7 4.4 -0.7 14.6 --
Can Robeco Eqty TaxSaver (G) Rank 5
796.26 -5.2 -6.8 1.4 1.4 -0.8 14.4 13.5
Sahara Taxgain (G) Not Ranked
7.46 -2.8 -6.3 4.1 3.3 -1.5 13.9 12.4
Union KBC Tax Saver - Direct (G) Not Ranked
4.03 -3.3 -6.5 1.9 2.3 -1.9 13.0 --
Invesco India AGILE Tax (G) Not Ranked
4.55 -2.0 -6.1 5.1 3.5 -2.6 5.7 6.8
Union KBC Tax Saver Scheme (G) Not Ranked
115.04 -3.5 -6.8 1.3 1.1 -2.8 12.3 --
Reliance ELSF - Series 1 (G) Not Ranked
112.74 -3.5 -5.3 3.7 -1.1 -3.8 15.4 15.0
UTI Long Term Advantage S3 (G) Not Ranked
213.30 -3.5 -7.1 2.8 -- -- -- --
UTI Long Term Advantage S4 (G) Not Ranked
0.00 -- -- -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
8.01 -3.3 -6.5 4.0 -- -- -- --
UTI Long Term Advantage S4 (G) Not Ranked
0.00 -- -- -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
5.62 -5.7 -6.7 4.6 7.1 -- -- --
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
4.71 -3.7 -2.6 10.3 -- -- -- --
Motilal MOSt Long Term Fund -RP (G) Not Ranked
144.74 -2.2 -1.2 11.4 15.5 -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
39.19 -6.0 -5.5 8.8 14.6 -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
52.81 -5.7 -6.9 4.3 6.3 -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
3.33 -6.2 -6.3 8.1 13.0 -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
45.43 -6.2 -6.3 8.1 12.9 -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
26.75 -3.3 -2.7 11.5 13.4 -- -- --
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.87 -3.3 -2.7 11.7 13.8 -- -- --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
20.22 -3.2 -2.8 10.1 -- -- -- --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.32 -3.1 -2.7 10.3 -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Motilal MOSt Long Term Fund -DP (G) Not Ranked
8.45 -2.0 -0.8 12.3 17.3 -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
2.07 -6.0 -5.5 8.8 14.7 -- -- --
CATEGORY AVERAGE -4.5 -6.4 4.0 6.8 3.0 15.2 11.5

Note : Returns have been calculated based on NAV's as on Dec 05, 2016 & Index values as on Dec 05, 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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