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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 May 06, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Escorts Tax Plan - Direct (G) Not Ranked
0.04 5.8 8.8 10.8 13.1 30.4 24.1 --
Escorts Tax Plan (G) Not Ranked
2.76 5.8 8.8 10.6 12.9 29.7 23.9 7.2
IDBI Equity Advantage -Direct (G) Not Ranked
7.29 1.3 2.7 -2.2 1.5 28.4 -- --
IDBI Equity Advantage - Reg (G) Not Ranked
368.22 1.1 2.4 -2.6 0.6 27.4 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
43.55 3.4 5.3 1.7 4.1 26.4 23.1 --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
7.32 3.3 5.2 1.7 3.9 25.7 22.4 --
Birla SL Tax Relief 96 (G) Rank 2
1,904.12 3.3 5.1 1.2 3.3 25.5 22.2 14.4
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.84 4.7 3.2 -2.0 1.5 25.3 -- --
Axis Long Term Equity - Direct (G) Not Ranked
222.67 2.9 1.5 -0.6 1.9 25.1 26.3 --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
34.07 4.7 3.2 -2.0 1.4 25.0 -- --
Birla Sun Life Tax Plan (G) Rank 2
276.61 3.2 5.0 1.2 2.9 24.6 21.3 14.7
Axis Long Term Equity Fund (G) Rank 1
6,256.92 2.9 1.3 -1.2 0.8 23.6 24.8 19.3
Religare Invesco Tax Plan - DP (G) Not Ranked
6.94 2.7 5.0 -1.1 3.9 23.5 22.1 --
Franklin (I) Tax Shield -Direct (G) Not Ranked
93.31 2.4 5.6 -- 4.5 23.1 21.4 --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
182.05 2.3 5.5 -2.5 -4.0 23.0 23.2 --
BNP Paribas Long Term Equity-DP (G) Not Ranked
3.96 3.7 5.0 0.1 2.1 22.7 20.4 --
Franklin India Tax Shield (G) Rank 3
1,741.37 2.3 5.4 -0.5 3.5 22.1 20.4 14.8
BNP Paribas Long Term Equity (G) Rank 2
405.24 3.7 4.8 -0.2 1.5 22.1 19.9 15.8
Reliance Tax Saver (ELSS) (G) Rank 3
4,269.30 2.2 5.2 -2.8 -4.6 22.1 22.4 15.2
SBI Tax Advantage Sr-1 (G) Not Ranked
374.37 5.9 4.8 0.9 1.0 22.0 21.5 14.1
SBI Tax Advantage Sr-2 (G) Not Ranked
31.09 4.7 5.0 -1.7 1.0 21.7 21.8 --
Kotak Tax Saver - Direct (G) Not Ranked
4.61 2.2 5.7 -2.9 0.5 21.6 15.9 --
Religare Invesco Tax Plan (G) Rank 2
247.69 2.5 4.6 -2.0 2.1 21.5 20.4 14.4
DSP-BRTax Saver Fund -Direct (G) Not Ranked
16.65 2.6 7.1 -0.1 6.2 21.4 20.1 --
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 3.3 5.2 1.0 2.8 20.9 18.0 --
DSP-BRTax Saver Fund (G) Rank 3
1,087.20 2.6 7.0 -0.4 5.6 20.7 19.4 13.7
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
14.88 3.9 5.8 0.1 -1.5 20.6 20.4 --
Birla SL Tax Savings (G) Not Ranked
24.26 3.3 5.1 0.8 2.5 20.5 17.2 10.7
Kotak Tax Saver - Regular (G) Rank 3
482.27 2.1 5.3 -3.6 -1.0 20.3 14.9 9.9
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
119.50 4.0 3.2 -1.8 2.8 19.1 20.9 --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
341.33 3.8 5.6 -0.4 -2.5 19.0 19.1 13.9
ICICI Pru RIGHT Fund (G) Not Ranked
56.19 3.8 1.8 -6.4 -6.6 18.7 22.2 18.0
Sundaram Tax Saver -Direct (G) Not Ranked
15.83 4.2 7.5 -0.6 4.3 18.5 15.2 --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.84 3.7 5.4 -1.1 7.1 18.4 19.0 11.8
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.22 1.9 3.8 -1.9 1.8 18.3 16.5 --
JM Tax Gain Fund -Direct (G) Not Ranked
0.42 3.3 3.6 -0.8 0.9 18.2 17.1 --
Sundaram Tax Saver (G) Rank 4
1,163.57 4.2 7.4 -0.8 4.1 18.1 14.8 11.1
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
2,674.98 3.9 2.8 -2.4 1.7 17.9 19.9 13.6
L&T Tax Saver Fund (G) Not Ranked
28.44 4.1 4.6 -2.3 7.0 17.8 18.7 10.2
DHFL Pramerica Tax Saving Fund -Direct ( Not Ranked
0.70 2.4 5.0 0.1 3.8 17.6 16.3 --
L&T Tax Advantage -Direct (G) Not Ranked
33.58 3.4 5.7 -0.7 3.1 17.4 16.8 --
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.14 1.1 2.4 -4.5 -1.5 17.2 16.4 --
Tata Tax Advantage Fund-1(G) Not Ranked
97.00 2.8 -7.3 -7.3 -10.8 17.2 15.7 11.6
SBI Magnum Tax Gain - Direct (G) Not Ranked
114.21 2.5 6.2 -3.1 -- 17.0 17.8 --
JPMorgan Tax Advantage (G) Not Ranked
11.48 1.8 3.5 -2.4 0.7 16.7 15.2 10.2
L&T Tax Advantage (G) Rank 3
1,507.18 3.4 5.6 -1.0 2.5 16.7 16.1 11.1
LIC NOMURA Tax Plan - Direct (G) Not Ranked
2.23 3.6 5.6 -2.8 -5.2 16.7 15.7 --
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.79 3.1 3.0 -3.9 0.4 16.6 16.6 --
Principal Tax Savings - Direct Not Ranked
1.93 2.8 6.6 -2.3 2.0 16.6 18.2 --
Edelweiss ELSS Fund (G) Not Ranked
59.13 1.0 2.2 -4.9 -2.1 16.6 15.9 12.3
JM Tax Gain Fund (G) Not Ranked
28.42 3.1 3.0 -2.0 -1.3 16.5 15.7 10.2
SBI Magnum Tax Gain (G) Rank 4
4,604.80 2.4 6.0 -3.4 -0.6 16.4 17.2 12.5
DHFL Pramerica Tax Saving Fund (G) Not Ranked
42.37 2.3 4.6 -0.6 2.3 16.4 15.4 10.2
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.94 4.0 7.3 -2.0 2.2 16.2 16.4 --
UTI Equity Tax Saving - Direct (G) Not Ranked
16.50 2.2 5.1 -1.8 1.6 16.1 14.6 --
LIC NOMURA Tax Plan (G) Not Ranked
48.56 3.5 5.4 -3.1 -5.9 15.9 14.8 9.3
Principal Tax Savings Rank 3
256.35 2.7 6.4 -2.6 1.4 15.9 17.6 13.1
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 2.8 4.8 -2.3 -1.7 15.8 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.77 3.0 2.8 -4.3 -0.6 15.7 15.9 10.8
HSBC Tax Saver Equity Fund (G) Not Ranked
174.14 3.9 7.1 -2.3 1.5 15.4 15.6 12.5
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
29.81 2.1 4.9 -3.2 -0.8 15.4 14.3 --
Quantum Tax Saving Fund (G) Not Ranked
35.84 3.7 6.2 3.5 5.5 15.3 15.2 12.3
Tata Infra Tax Saving Fund (G) Not Ranked
6.22 1.2 4.3 -3.8 -2.5 15.1 11.2 4.1
UTI Equity Tax Saving (G) Rank 3
601.52 2.1 4.8 -2.3 0.6 15.0 13.8 9.8
BOI AXA Tax Advtg -RP (G) Not Ranked
46.69 2.9 2.6 -4.6 -1.3 14.9 15.1 10.2
Can Robeco Eqty TaxSaver (G) Rank 4
805.93 2.1 4.8 -3.4 -1.3 14.8 13.8 11.0
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.09 2.7 4.6 -2.7 -2.7 14.3 -- --
UTI Long Term Advantage S2 (G) Not Ranked
126.29 2.5 5.2 -2.7 0.4 14.2 13.7 10.1
UTI Long Term Advantage (G) Not Ranked
209.97 2.5 5.2 -2.7 0.3 14.0 12.4 8.5
HDFC Long Term Advant. - Direct (G) Not Ranked
46.89 3.4 8.1 1.2 1.4 13.3 16.4 --
Taurus Tax Shield - Direct (G) Not Ranked
0.91 2.9 4.7 -2.9 -0.8 13.0 11.7 --
HDFC Long Term Advantage (G) Rank 5
1,076.87 3.4 8.0 0.8 0.8 12.7 15.7 10.9
Principal Personal Tax Saver Rank 4
323.03 2.6 4.7 -4.1 -1.2 12.5 13.9 9.0
Reliance ELSF - Series 1 (G) Not Ranked
118.97 2.4 1.2 -9.4 -7.5 12.5 12.8 10.0
Union KBC Tax Saver - Direct (G) Not Ranked
2.91 2.7 2.7 -2.5 -5.0 12.2 12.4 --
UTI Master Equity Plan (US) Not Ranked
1,602.66 3.4 3.8 -4.5 -1.1 11.9 11.6 9.0
HDFC Tax Saver - Direct (G) Not Ranked
197.25 2.3 5.9 -6.0 -6.0 11.8 15.4 --
Taurus Tax Shield (G) Not Ranked
67.14 2.8 4.3 -3.9 -2.7 11.8 10.8 7.8
Union KBC Tax Saver Scheme (G) Not Ranked
78.44 2.6 2.5 -2.9 -5.8 11.6 11.9 --
HDFC Tax Saver (G) Rank 5
4,600.50 2.3 5.7 -6.3 -6.5 11.2 14.8 9.0
Sahara Taxgain - Direct (G) Not Ranked
0.89 1.4 5.1 -0.7 1.1 10.4 14.9 --
IDFC Tax Saver Fund (G) Not Ranked
32.43 3.2 5.6 -1.0 -7.6 10.0 11.5 9.9
Sahara Taxgain (G) Not Ranked
8.15 1.3 4.9 -1.2 0.1 9.7 14.3 9.1
Tata India Tax Savings Fund - Reg (D) Rank 1
188.10 2.7 -10.7 -14.6 -8.2 9.2 9.4 7.8
Religare Invesco AGILE Tax (G) Not Ranked
4.78 2.3 -1.2 -6.5 -4.8 0.8 2.4 4.0
UTI Long Term Advantage S3 (G) Not Ranked
0.00 0.1 -- -- -- -- -- --
Mirae Asset Tax Saver Fund - RP (G) Not Ranked
1.03 3.7 5.9 -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
0.00 0.3 -- -- -- -- -- --
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
0.07 3.8 6.3 -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.88 2.8 4.8 -2.3 -1.7 -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
39.53 4.1 4.2 -1.5 -0.5 -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.79 5.6 6.1 -0.1 4.0 -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
33.82 5.6 6.0 -0.2 3.7 -- -- --
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
23.60 3.8 8.8 -0.5 -3.8 -- -- --
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.77 3.8 8.8 -0.3 -3.4 -- -- --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
0.00 1.1 -- -- -- -- -- --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.00 1.0 -- -- -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.90 4.1 4.2 -1.4 -0.2 -- -- --
Tata India Tax Savings Fund - Reg (G) Not Ranked
2.44 2.7 4.8 0.4 7.9 -- -- --
Tata India Tax Savings Fund - Direct (G) Not Ranked
43.23 2.8 5.0 0.8 9.2 -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.53 2.7 4.6 -2.7 -2.7 -- -- --
CATEGORY AVERAGE 3.0 4.2 -1.9 0.1 15.0 13.5 8.7

Note : Returns have been calculated based on NAV's as on May 06, 2016 & Index values as on May 06, 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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