YOU ARE HERE > Moneycontrol > Mutual Funds > Evaluate > Performance Tracker : ELSS
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 24, 2016
Compare With Indices
  • Sensex
  • Nifty
  • BANK Nifty
  • BANKEX
  • BSE Auto
  • BSE CD INDEX
  • BSE FMCG INDEX
  • BSE HEALTHCARE
  • BSE IPO
  • BSE IT INDEX
  • BSE Metal
  • BSE Oil & Gas
  • BSE POWER INDEX
  • BSE PSU INDEX
  • BSE REALTY
  • BSE TECk INDEX
  • BSE-100
  • BSE-200
  • BSE-500
  • BSE-MIDCAP
  • BSE-SMALLCAP
  • CAPITAL GOODS
  • CNX 100
  • CNX IT
  • CNX Midcap
  • CNX NIFTY JR
  • Nifty Midcap 50
  • S&P CNX 500
  • S&P CNX Defty

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 6.9 23.1 10.0 12.0 25.9 26.1 --
Escorts Tax Plan (G) Not Ranked
2.76 6.9 23.1 9.8 11.7 25.3 25.9 8.4
IDBI Equity Advantage -Direct (G) Not Ranked
7.29 -0.6 8.8 -1.4 -3.5 23.2 -- --
IDBI Equity Advantage - Reg (G) Not Ranked
368.22 -0.7 8.6 -1.8 -4.3 22.2 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
43.55 -0.2 12.4 0.9 0.2 19.9 23.1 --
Axis Long Term Equity - Direct (G) Not Ranked
222.67 0.1 9.7 -0.7 -3.6 19.6 25.7 --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
7.32 -0.2 12.0 0.9 -- 19.2 22.3 --
Birla SL Tax Relief 96 (G) Rank 1
1,904.12 -0.3 12.1 0.5 -0.6 19.0 22.2 15.0
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.84 -0.1 16.3 -2.7 -4.7 18.3 -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
93.31 -0.8 12.8 0.5 0.2 18.1 21.6 --
Axis Long Term Equity Fund (G) Rank 1
6,256.92 0.1 9.4 -1.3 -4.6 18.1 24.2 19.7
Birla Sun Life Tax Plan (G) Rank 2
276.61 -0.3 11.7 0.4 -1.0 18.1 21.2 15.3
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
34.07 -0.1 16.2 -2.8 -4.8 18.1 -- --
Tata Tax Advantage Fund-1(G) Not Ranked
97.00 2.8 -7.3 -7.3 -10.8 17.2 15.7 11.6
Franklin India Tax Shield (G) Rank 2
1,741.37 -0.8 12.5 -- -0.7 17.1 20.6 15.5
SBI Tax Advantage Sr-1 (G) Not Ranked
374.37 0.7 17.2 0.1 -4.1 16.0 23.1 14.8
SBI Tax Advantage Sr-2 (G) Not Ranked
31.09 0.1 19.1 -2.4 -3.0 15.5 23.3 --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
14.88 -- 14.1 -1.1 -6.6 15.4 20.4 --
BNP Paribas Long Term Equity-DP (G) Not Ranked
3.96 -1.9 10.6 -2.8 -3.5 14.6 20.3 --
Kotak Tax Saver - Direct (G) Not Ranked
4.61 -1.9 11.8 -2.8 -5.3 14.4 15.9 --
BNP Paribas Long Term Equity (G) Rank 3
405.24 -1.9 10.4 -3.1 -4.1 14.0 19.7 15.9
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
341.33 -0.1 13.8 -1.6 -7.6 13.8 19.1 14.7
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 -0.4 12.2 0.2 -1.2 13.8 18.0 --
ICICI Pru RIGHT Fund (G) Not Ranked
56.19 -1.0 11.3 -6.4 -11.5 13.5 21.7 18.2
DSP-BRTax Saver Fund -Direct (G) Not Ranked
16.65 -1.6 14.1 -0.7 0.8 13.4 19.8 --
Birla SL Tax Savings (G) Not Ranked
24.26 -0.4 12.1 -- -1.4 13.4 17.3 11.5
L&T Long Term Adv. Fund - I (G) Not Ranked
1.84 0.7 15.9 -0.8 2.8 13.4 19.9 12.7
Kotak Tax Saver - Regular (G) Rank 3
482.27 -2.0 11.4 -3.5 -6.7 13.1 14.9 10.5
DSP-BRTax Saver Fund (G) Rank 3
1,087.20 -1.7 13.9 -1.0 0.3 12.7 19.1 14.3
L&T Tax Saver Fund (G) Not Ranked
28.44 0.6 14.7 -2.1 1.8 12.0 19.3 11.4
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
182.05 -4.3 13.0 -4.5 -9.2 11.7 22.5 --
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.14 -2.8 9.2 -4.9 -7.0 11.6 15.3 --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
2.23 -1.3 13.6 -2.4 -10.5 11.6 15.6 --
Sundaram Tax Saver -Direct (G) Not Ranked
15.83 -1.4 16.4 -2.2 -1.4 11.5 15.2 --
L&T Tax Advantage -Direct (G) Not Ranked
33.58 -0.4 12.7 -1.4 -1.9 11.3 16.6 --
Sundaram Tax Saver (G) Rank 4
1,163.57 -1.4 16.3 -2.3 -1.6 11.2 14.9 11.7
DHFL Pramerica Tax Saving Fund -Direct ( Not Ranked
0.70 -1.7 11.0 0.5 -1.9 11.1 15.7 --
Edelweiss ELSS Fund (G) Not Ranked
59.13 -2.9 9.0 -5.3 -7.6 11.0 14.7 12.5
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.22 -1.9 10.3 -1.6 -3.9 11.0 16.5 --
LIC NOMURA Tax Plan (G) Not Ranked
48.56 -1.4 13.4 -2.7 -11.1 10.9 14.7 10.1
Reliance Tax Saver (ELSS) (G) Rank 3
4,269.30 -4.4 12.8 -4.8 -9.8 10.9 21.6 15.8
L&T Tax Advantage (G) Rank 3
1,507.18 -0.5 12.6 -1.7 -2.5 10.7 15.9 11.5
SBI Magnum Tax Gain - Direct (G) Not Ranked
114.21 -2.3 11.3 -4.2 -7.6 10.4 17.1 --
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
119.50 -1.2 11.3 -3.8 -1.7 10.2 21.1 --
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.79 -0.7 11.5 -3.3 -5.4 10.1 16.6 --
JM Tax Gain Fund -Direct (G) Not Ranked
0.42 -0.6 11.8 -1.0 -6.6 10.1 16.8 --
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.94 -0.2 15.9 -1.3 -1.8 10.0 16.3 --
UTI Equity Tax Saving - Direct (G) Not Ranked
16.50 -1.2 11.1 -2.1 -2.8 10.0 14.5 --
DHFL Pramerica Tax Saving Fund (G) Not Ranked
42.37 -1.8 10.7 -0.2 -3.3 9.9 14.8 11.0
SBI Magnum Tax Gain (G) Rank 4
4,604.80 -2.3 11.1 -4.5 -8.2 9.8 16.4 13.1
JPMorgan Tax Advantage (G) Not Ranked
11.48 -2.0 10.0 -2.1 -4.9 9.5 15.2 10.8
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
2,674.98 -1.3 10.9 -4.4 -2.8 9.2 20.0 14.0
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.77 -0.8 11.3 -3.7 -6.2 9.2 15.9 11.4
HSBC Tax Saver Equity Fund (G) Not Ranked
174.14 -0.2 15.7 -1.6 -2.5 9.2 15.4 13.4
UTI Equity Tax Saving (G) Rank 3
601.52 -1.3 10.8 -2.6 -3.8 9.0 13.6 10.5
Quantum Tax Saving Fund (G) Not Ranked
35.84 -2.0 11.8 1.7 1.2 9.0 15.6 12.8
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 -0.9 11.4 -2.3 -6.9 8.6 -- --
JM Tax Gain Fund (G) Not Ranked
28.42 -0.8 11.2 -2.1 -8.7 8.5 15.3 10.7
BOI AXA Tax Advtg -RP (G) Not Ranked
46.69 -0.8 11.1 -4.0 -6.9 8.5 15.1 10.9
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
29.81 -2.9 11.8 -4.7 -7.1 8.3 13.9 --
Can Robeco Eqty TaxSaver (G) Rank 5
805.93 -2.9 11.6 -5.0 -7.6 7.7 13.4 11.3
HDFC Long Term Advant. - Direct (G) Not Ranked
46.89 -1.9 15.1 0.4 -1.6 7.7 15.8 --
Principal Tax Savings - Direct Not Ranked
1.93 -1.9 15.0 -4.5 -4.0 7.7 18.1 --
UTI Long Term Advantage S2 (G) Not Ranked
126.29 -1.3 11.8 -3.3 -4.6 7.4 13.4 10.8
UTI Long Term Advantage (G) Not Ranked
209.97 -1.3 11.9 -3.3 -4.7 7.3 12.3 9.3
Principal Tax Savings Rank 3
256.35 -1.9 14.9 -4.8 -4.5 7.2 17.5 13.8
HDFC Long Term Advantage (G) Rank 4
1,076.87 -2.0 14.9 0.1 -2.2 7.2 15.2 11.6
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.09 -0.9 11.2 -2.7 -7.8 7.2 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.91 -0.2 13.9 -1.9 -4.4 6.9 12.5 --
Tata Infra Tax Saving Fund (G) Not Ranked
6.22 -1.3 15.4 -2.6 -6.3 6.3 12.0 5.2
Union KBC Tax Saver - Direct (G) Not Ranked
2.91 -1.2 11.1 -3.3 -9.2 5.8 11.7 --
Taurus Tax Shield (G) Not Ranked
67.14 -0.3 13.3 -2.8 -6.2 5.8 11.5 8.5
UTI Master Equity Plan (US) Not Ranked
1,602.66 -0.7 11.7 -4.5 -5.3 5.8 11.7 9.8
Reliance ELSF - Series 1 (G) Not Ranked
118.97 -3.7 9.1 -9.4 -12.0 5.6 12.9 10.6
IDFC Tax Saver Fund (G) Not Ranked
32.43 0.4 9.5 -0.5 -11.8 5.6 11.3 10.6
Principal Personal Tax Saver Rank 4
323.03 -1.8 11.9 -4.3 -6.6 5.3 13.8 9.7
Union KBC Tax Saver Scheme (G) Not Ranked
78.44 -1.2 10.9 -3.7 -10.0 5.2 11.2 --
Tata India Tax Savings Fund - Reg (D) Rank 2
188.10 -1.0 -2.9 -15.1 -13.1 3.6 9.1 8.5
HDFC Tax Saver - Direct (G) Not Ranked
197.25 -4.2 12.5 -7.9 -10.8 2.2 15.0 --
HDFC Tax Saver (G) Rank 5
4,600.50 -4.2 12.3 -8.1 -11.3 1.7 14.4 9.3
Sahara Taxgain - Direct (G) Not Ranked
0.89 -4.9 9.1 -6.4 -6.1 1.3 14.2 --
Sahara Taxgain (G) Not Ranked
8.15 -5.0 8.8 -6.8 -7.0 0.7 13.6 9.4
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
0.07 -0.7 14.1 -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
0.00 -0.4 -- -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
0.00 -0.2 -- -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.88 -0.9 11.4 -2.3 -6.9 -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.53 -0.9 11.2 -2.7 -7.8 -- -- --
Mirae Asset Tax Saver Fund - RP (G) Not Ranked
1.03 -0.8 13.6 -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
33.82 1.7 18.8 1.0 1.5 -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.90 0.6 16.4 -0.3 -3.2 -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
39.53 0.6 16.4 -0.4 -3.5 -- -- --
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
23.60 -2.1 17.5 -2.5 -7.9 -- -- --
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.77 -2.0 17.6 -2.3 -7.5 -- -- --
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 -1.1 -- -- -- -- -- --
Tata India Tax Savings Fund - Reg (G) Not Ranked
2.44 -1.0 13.8 -0.3 2.2 -- -- --
Tata India Tax Savings Fund - Direct (G) Not Ranked
43.23 -0.9 14.1 0.1 3.4 -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.79 1.7 18.9 1.1 1.8 -- -- --
CATEGORY AVERAGE -0.8 12.0 -2.3 -4.3 9.6 13.5 9.1

Note : Returns have been calculated based on NAV's as on May 24, 2016 & Index values as on May 24, 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.

Quick Links (Mouseover on for more information)
Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.