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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 Jul 26, 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 5.0 9.3 14.2 8.1 13.2 27.8 --
Escorts Tax Plan - Direct (G) Not Ranked
0.27 5.3 14.2 22.2 22.7 25.2 31.0 --
Escorts Tax Plan (G) Not Ranked
3.53 5.3 14.2 22.0 22.5 24.6 30.9 8.8
IDBI Equity Advantage -Direct (G) Not Ranked
9.83 5.7 7.2 13.7 2.4 20.6 -- --
IDBI Equity Advantage - Reg (G) Not Ranked
456.32 5.6 7.0 13.2 1.6 19.7 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
79.46 5.6 7.9 15.0 7.4 19.1 28.6 --
Kotak Tax Saver - Direct (G) Not Ranked
6.40 7.6 11.1 19.4 5.5 18.6 25.0 --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.82 5.7 11.4 15.5 5.9 18.6 -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
144.93 5.4 7.1 16.7 6.9 18.5 26.7 --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
13.65 5.5 7.7 14.7 7.1 18.5 27.8 --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
33.77 5.7 11.4 15.4 5.8 18.4 -- --
Birla SL Tax Relief 96 (G) Rank 1
2,061.57 5.5 7.7 14.5 6.5 18.3 27.7 16.1
L&T Long Term Adv. Fund - I (G) Not Ranked
1.81 7.3 12.0 19.1 11.0 18.2 26.5 14.3
Axis Long Term Equity - Direct (G) Not Ranked
413.98 6.3 9.1 13.1 6.6 18.2 31.6 --
Franklin India Tax Shield (G) Rank 2
1,947.67 5.3 6.9 16.1 5.9 17.5 25.7 16.4
Birla Sun Life Tax Plan (G) Rank 2
331.67 5.4 7.4 14.1 5.9 17.3 26.7 16.1
Tata Tax Advantage Fund-1(G) Not Ranked
71.93 2.8 -7.3 -7.3 -10.8 17.2 15.7 11.6
DSP-BRTax Saver Fund -Direct (G) Not Ranked
24.04 7.7 11.6 20.1 10.7 17.2 27.2 --
Kotak Tax Saver - Regular (G) Rank 3
459.18 7.5 10.7 18.5 3.9 17.1 23.8 12.5
SBI Tax Advantage Sr-2 (G) Not Ranked
27.76 6.3 12.2 19.5 9.4 16.9 31.2 --
L&T Tax Saver Fund (G) Not Ranked
26.10 6.9 12.2 18.2 9.9 16.8 25.4 13.5
Axis Long Term Equity Fund (G) Rank 1
8,118.15 6.2 8.8 12.5 5.5 16.8 30.0 20.3
DSP-BRTax Saver Fund (G) Rank 3
1,169.27 7.7 11.4 19.8 10.1 16.5 26.5 16.5
SBI Tax Advantage Sr-1 (G) Not Ranked
366.67 6.2 11.9 17.4 7.3 16.1 30.8 16.0
Sundaram Tax Saver -Direct (G) Not Ranked
19.71 6.8 11.4 19.6 7.7 16.1 23.0 --
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 5.4 7.5 14.4 5.9 16.0 23.8 --
Birla SL Tax Savings (G) Not Ranked
23.59 5.4 7.5 14.3 5.5 15.8 23.2 12.2
Sundaram Tax Saver (G) Rank 4
1,164.53 6.7 11.3 19.4 7.4 15.7 22.6 13.6
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
20.50 6.0 8.4 14.0 1.2 14.9 24.9 --
DHFL Pramerica Tax Plan -Direct (G) Not Ranked
0.91 7.8 9.9 19.3 9.5 14.8 22.0 --
BNP Paribas Long Term Equity-DP (G) Not Ranked
5.49 6.1 5.6 13.4 1.3 14.7 24.6 --
L&T Tax Advantage -Direct (G) Not Ranked
39.49 6.1 11.0 18.5 7.1 14.5 22.6 --
ICICI Pru RIGHT Fund (G) Not Ranked
50.09 6.4 11.0 14.7 0.7 14.2 28.3 18.8
JM Tax Gain Fund -Direct (G) Not Ranked
0.43 8.4 11.7 17.9 4.0 14.2 25.6 --
BNP Paribas Long Term Equity (G) Rank 3
441.69 6.0 5.4 12.9 0.6 14.1 24.0 16.6
L&T Tax Advantage (G) Rank 3
1,489.04 6.1 10.8 18.1 6.4 13.8 21.9 13.2
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.24 6.1 7.5 14.6 4.4 13.7 22.0 --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
242.31 6.6 7.8 15.2 4.9 13.6 33.3 --
DHFL Pramerica Tax Plan (G) Not Ranked
40.31 7.7 9.5 18.4 7.9 13.5 21.0 12.7
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
394.93 5.9 8.1 13.4 -- 13.4 23.5 15.7
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.28 6.7 6.1 10.9 1.1 13.3 20.6 --
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
164.35 5.0 9.3 14.2 8.1 13.2 27.8 --
BOI AXA Tax Advantage - Direct (G) Not Ranked
2.14 7.0 9.3 14.8 3.7 13.0 21.7 --
Reliance Tax Saver (ELSS) (G) Rank 3
4,659.48 6.5 7.5 14.7 4.2 12.8 32.4 17.4
HSBC Tax Saver Equity -Direct (G) Not Ranked
2.07 6.1 10.1 17.5 6.9 12.7 24.3 --
Edelweiss ELSS Fund (G) Not Ranked
60.44 6.7 5.9 10.5 0.4 12.7 20.0 13.6
Quantum Tax Saving Fund (G) Not Ranked
41.73 6.0 9.3 18.7 12.8 12.4 22.0 14.7
JM Tax Gain Fund (G) Not Ranked
26.82 8.2 11.1 16.6 1.6 12.4 23.8 13.3
UTI Equity Tax Saving - Direct (G) Not Ranked
22.30 6.4 9.0 15.6 6.1 12.3 20.2 --
JPMorgan Tax Advantage (G) Not Ranked
11.68 6.0 7.2 14.0 3.4 12.2 20.6 11.9
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
2,894.41 4.9 8.9 13.4 6.8 12.1 26.6 15.2
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.45 6.9 9.1 14.3 2.8 12.1 21.0 12.9
HSBC Tax Saver Equity Fund (G) Not Ranked
162.73 6.1 9.9 17.1 6.2 11.9 23.4 15.1
SBI Magnum Tax Gain - Direct (G) Not Ranked
139.91 6.4 8.2 15.8 2.8 11.8 23.5 --
Principal Tax Savings - Direct Not Ranked
2.22 6.1 9.3 16.5 5.5 11.6 25.3 --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
3.17 5.0 8.0 15.6 -0.1 11.4 20.5 --
BOI AXA Tax Advtg -RP (G) Not Ranked
50.29 6.8 8.9 13.9 2.1 11.3 20.2 12.3
SBI Magnum Tax Gain (G) Rank 4
4,363.01 6.3 8.1 15.4 2.3 11.2 22.9 14.5
UTI Equity Tax Saving (G) Rank 3
605.32 6.3 8.7 15.0 5.0 11.2 19.2 11.8
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 6.0 7.7 14.5 2.0 11.1 -- --
Tata Infra Tax Saving Fund (G) Not Ranked
5.88 7.0 10.9 18.4 3.0 11.1 21.4 7.1
Principal Tax Savings Rank 3
249.06 6.0 9.1 16.1 5.0 11.0 24.7 15.9
Taurus Tax Shield - Direct (G) Not Ranked
0.92 6.9 10.9 17.2 4.4 10.6 19.0 --
LIC NOMURA Tax Plan (G) Not Ranked
56.29 5.0 7.8 15.2 -0.8 10.6 19.6 11.4
UTI Long Term Advantage (G) Not Ranked
194.92 6.6 9.3 15.7 4.3 10.1 19.2 11.0
UTI Long Term Advantage S2 (G) Not Ranked
117.85 6.7 9.4 15.8 4.5 10.1 19.9 11.9
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
34.86 5.9 6.1 11.9 0.4 9.9 19.5 --
HDFC Long Term Advant. - Direct (G) Not Ranked
58.50 6.6 8.8 19.7 9.5 9.8 22.4 --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.09 6.0 7.6 14.1 1.1 9.6 -- --
UTI Master Equity Plan (US) Not Ranked
1,537.27 6.4 10.7 15.3 4.0 9.6 18.3 11.5
Principal Personal Tax Saver Rank 4
300.91 6.9 10.0 16.1 4.5 9.5 20.6 11.7
Can Robeco Eqty TaxSaver (G) Rank 5
761.15 5.9 6.0 11.6 -0.2 9.3 18.9 12.3
Taurus Tax Shield (G) Not Ranked
55.75 6.8 10.4 16.1 2.5 9.2 17.8 10.2
HDFC Long Term Advantage (G) Rank 4
1,058.39 6.5 8.6 19.3 8.8 9.2 21.7 13.1
Reliance ELSF - Series 1 (G) Not Ranked
105.69 6.9 8.1 10.5 -2.2 8.5 20.7 11.9
IDFC Tax Saver Fund (G) Not Ranked
31.47 6.6 10.6 19.2 3.3 8.0 16.1 11.8
HDFC Tax Saver - Direct (G) Not Ranked
237.73 6.9 9.9 17.6 3.4 7.8 23.6 --
HDFC Tax Saver (G) Rank 5
4,433.87 6.9 9.7 17.2 2.8 7.2 23.0 11.3
Union KBC Tax Saver - Direct (G) Not Ranked
3.55 6.5 6.9 12.0 -1.0 7.0 16.6 --
Union KBC Tax Saver Scheme (G) Not Ranked
98.03 6.4 6.6 11.4 -1.9 6.2 16.1 --
Tata India Tax Savings Fund - Reg (D) Rank 2
202.62 6.2 9.8 -1.1 -4.4 5.3 14.5 10.0
Sahara Taxgain - Direct (G) Not Ranked
0.85 5.8 5.4 13.6 1.6 4.9 19.4 --
Sahara Taxgain (G) Not Ranked
7.31 5.7 5.1 13.1 0.7 4.2 18.8 10.4
UTI Long Term Advantage S3 (G) Not Ranked
196.54 4.6 6.9 -- -- -- -- --
Mirae Asset Tax Saver Fund - RP (G) Not Ranked
55.98 6.8 11.0 18.7 -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
7.35 4.8 7.5 -- -- -- -- --
Tata India Tax Savings Fund - Direct (G) Not Ranked
100.70 6.3 10.1 16.6 13.7 -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Tata India Tax Savings Fund - Reg (G) Not Ranked
8.20 6.2 9.9 16.1 12.3 -- -- --
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
3.53 6.9 11.4 19.6 -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
39.62 7.7 13.3 19.4 7.8 -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.91 7.7 13.4 19.4 8.1 -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
34.19 7.4 13.4 21.0 10.5 -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.80 7.4 13.4 21.1 10.7 -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
3.17 6.0 7.7 14.5 2.0 -- -- --
Motilal MOSt Long Term Fund -DP (G) Not Ranked
6.38 7.3 11.1 19.4 9.2 -- -- --
Motilal MOSt Long Term Fund -RP (G) Not Ranked
112.25 7.2 10.6 18.4 7.5 -- -- --
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
23.63 8.1 11.1 21.4 -0.8 -- -- --
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.77 8.1 11.2 21.6 -0.5 -- -- --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
18.18 7.1 10.6 -- -- -- -- --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.29 7.1 10.7 -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
45.10 6.0 7.6 14.1 1.1 -- -- --
CATEGORY AVERAGE 6.4 9.2 15.0 4.6 11.2 18.4 9.8

Note : Returns have been calculated based on NAV's as on Jul 26, 2016 & Index values as on Jul 26, 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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