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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 28, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
ICICI Pru RIGHT Fund (G) Not Ranked
65.19 1.5 2.4 0.8 29.2 44.9 34.5 21.4
Axis Long Term Equity Fund (G) Rank 1
4,996.45 1.5 3.3 0.6 28.6 44.4 34.4 21.6
SBI Tax Advantage Sr-2 (G) Not Ranked
41.69 3.5 3.1 0.4 24.0 43.8 32.7 --
SBI Tax Advantage Sr-1 (G) Not Ranked
405.38 3.4 3.6 3.9 23.9 44.5 30.6 13.1
Birla SL Tax Relief 96 (G) Rank 2
1,930.42 2.8 3.0 -0.1 30.9 39.6 29.8 13.5
Reliance Tax Saver (ELSS) (G) Rank 2
4,294.44 0.8 -2.7 -8.3 21.2 48.8 29.6 17.4
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
334.20 0.9 3.6 3.8 28.1 37.2 29.2 16.1
Birla Sun Life Tax Plan (G) Rank 3
257.62 2.8 2.8 -0.6 29.6 38.3 28.8 15.8
Religare Invesco Tax Plan (G) Rank 1
239.56 3.0 5.5 2.6 26.9 39.6 28.7 16.5
BNP Paribas Long Term Equity (G) Rank 2
388.04 3.7 7.4 1.7 28.2 37.8 28.7 17.6
DSP-BRTax Saver Fund (G) Rank 3
1,096.27 3.7 5.7 0.6 22.6 35.7 27.3 14.1
Franklin India Tax Shield (G) Rank 2
1,658.95 2.4 4.7 -0.2 28.9 36.9 26.8 17.1
JM Tax Gain Fund (G) Not Ranked
31.85 1.2 6.7 -1.5 24.4 36.8 26.7 10.2
Principal Tax Savings Rank 3
264.77 2.1 4.3 -2.2 15.8 35.6 26.6 13.2
ICICI Pru Tax Plan (G) Rank 3
2,529.16 4.2 3.0 -2.6 16.6 37.9 26.1 14.8
Edelweiss ELSS Fund (G) Not Ranked
56.67 2.5 4.3 1.9 25.6 31.0 25.7 14.0
SBI Magnum Tax Gain (G) Rank 3
4,788.51 0.5 4.5 -1.3 19.6 34.5 24.9 13.7
HSBC Tax Saver Equity Fund (G) Rank 3
183.33 2.4 3.6 -3.8 17.3 33.2 24.3 13.4
LIC NOMURA Tax Plan (G) Not Ranked
47.17 1.1 1.5 -2.6 22.8 31.4 23.6 11.8
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.00 1.7 3.5 -0.9 21.5 31.1 23.6 11.5
L&T Long Term Adv. Fund - I (G) Not Ranked
1.83 4.2 6.7 -0.6 25.5 35.2 23.6 10.9
L&T Tax Saver Fund (G) Not Ranked
29.46 5.1 8.1 -- 24.3 34.2 23.4 10.7
Birla SL Tax Savings (G) Not Ranked
25.76 2.7 3.0 -0.3 25.8 32.8 23.2 11.9
L&T Tax Advantage (G) Rank 4
1,558.76 3.6 5.7 0.3 21.6 30.7 23.1 12.8
DWS Tax Saving Fund (G) Not Ranked
44.35 2.3 3.4 -2.3 19.2 28.2 23.1 9.6
BOI AXA Tax Advtg -RP (G) Not Ranked
46.39 1.6 3.3 -1.3 20.7 30.3 22.9 11.0
Union KBC Tax Saver Scheme (G) Not Ranked
78.65 1.0 1.4 -4.9 15.1 26.1 22.8 --
Tata Tax Advantage Fund-1(G) Not Ranked
99.12 2.8 3.1 -1.2 22.4 30.7 22.7 14.0
HDFC Tax Saver (G) Rank 5
4,794.98 1.2 0.1 -7.3 11.4 34.4 22.5 11.7
Kotak Tax Saver - Regular (G) Rank 3
494.64 2.6 4.8 -2.3 31.3 35.1 22.4 11.7
Can Robeco Eqty TaxSaver (G) Rank 4
849.57 4.0 4.6 -2.6 18.9 29.8 22.3 13.5
Sundaram Tax Saver (G) Rank 4
1,155.75 3.4 6.3 -0.3 23.9 31.1 22.1 11.6
JPMorgan Tax Advantage (G) Not Ranked
10.55 1.9 4.6 -2.2 21.9 30.4 22.0 12.3
HDFC Long Term Advantage (G) Rank 5
1,126.60 0.1 0.7 -4.8 9.0 28.6 21.9 12.6
Reliance ELSF - Series 1 (G) Not Ranked
125.88 1.9 2.0 -5.4 19.6 34.0 21.6 12.7
UTI Long Term Advantage S2 (G) Not Ranked
133.46 2.5 5.0 -2.5 15.2 28.3 21.1 11.4
Principal Personal Tax Saver Rank 4
351.91 2.2 3.4 -4.2 14.5 29.4 21.0 10.0
UTI Equity Tax Saving (G) Rank 3
590.69 2.4 4.3 -2.9 17.3 27.0 20.8 11.2
UTI Master Equity Plan (US) Not Ranked
1,645.58 2.9 5.0 -3.9 14.8 26.2 20.7 11.6
Quantum Tax Saving Fund (G) Not Ranked
33.77 0.1 2.5 -2.7 10.1 26.3 20.3 12.7
IDFC Tax Saver Fund (G) Not Ranked
37.52 -2.0 -2.5 -6.8 12.1 22.9 20.2 11.2
UTI Long Term Advantage (G) Not Ranked
221.08 2.5 5.0 -2.5 15.2 27.2 20.1 9.4
Tata Tax Saving Fund - Regular Plan (D) Rank 3
184.61 3.6 4.3 -3.8 15.1 25.4 20.0 12.2
Taurus Tax Shield (G) Not Ranked
79.30 2.8 3.8 -0.9 15.7 26.3 18.9 9.8
Sahara Taxgain (G) Not Ranked
9.54 2.7 5.8 -4.7 6.7 28.8 18.8 10.9
Escorts Tax Plan (G) Not Ranked
2.91 2.1 -0.2 -3.4 26.2 35.5 18.6 2.8
Tata Infra Tax Saving Fund (G) Not Ranked
6.78 2.6 2.7 -4.3 19.3 31.6 16.2 3.9
Religare Invesco AGILE Tax (G) Not Ranked
5.15 3.2 4.2 -6.8 5.7 12.7 11.6 7.8
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.77 5.1 3.0 -- -- -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
13.68 2.4 4.5 -2.5 18.3 27.8 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
151.51 0.9 -2.6 -7.9 22.2 49.9 -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
69.98 2.5 4.9 0.2 30.0 37.9 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
13.85 3.4 6.4 -0.2 24.3 31.5 -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.84 4.1 5.7 6.0 32.0 -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
34.33 4.1 5.7 5.7 31.5 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
96.23 0.6 4.6 -1.0 20.3 35.2 -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
31.88 3.7 4.5 0.7 -- -- -- --
Tata Tax Saving Fund - Regular Plan (G) Not Ranked
1.43 3.7 4.3 0.5 -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
33.67 5.1 2.9 -- -- -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
2.42 1.1 1.6 -4.5 15.6 26.4 -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.97 3.6 2.1 -- -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
40.63 3.5 2.0 -- -- -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
96.03 4.3 3.2 -2.2 17.6 39.0 -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
4.99 3.2 5.9 3.5 29.1 41.4 -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.56 2.4 3.8 -1.7 20.2 28.9 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.75 2.9 4.3 -0.4 16.4 26.9 -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
29.39 3.6 5.9 0.6 22.3 31.4 -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
27.74 4.0 4.8 -2.4 19.4 30.4 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
34.14 2.9 3.1 0.1 31.8 40.6 -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
5.58 2.8 3.0 -0.2 30.8 39.5 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.67 2.6 2.3 -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
41.24 2.5 1.9 -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.09 2.5 1.9 -3.2 18.6 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.51 1.7 3.8 -0.4 22.4 31.8 -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
11.63 1.0 3.9 4.6 30.2 38.9 -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
3.23 3.7 7.6 2.0 28.8 38.2 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
14.14 3.7 5.8 0.9 23.3 36.4 -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.04 2.1 -0.2 -3.4 27.1 35.6 -- --
Kotak Tax Saver - Direct (G) Not Ranked
3.59 2.7 5.1 -1.6 32.6 36.1 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.20 1.9 5.0 -1.1 24.0 32.1 -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.33 1.4 7.3 -1.0 25.5 38.1 -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
1.75 1.2 1.6 -2.5 23.5 32.4 -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 2.8 3.0 -0.6 25.9 33.7 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 2.6 2.3 -2.5 20.8 -- -- --
Principal Tax Savings - Direct Not Ranked
1.73 2.2 4.4 -1.9 16.4 36.2 -- --
IDBI Equity Advantage -Direct (G) Not Ranked
5.30 3.6 5.6 -0.5 41.3 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
317.25 3.5 5.4 -0.9 40.3 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.64 2.4 3.7 -3.5 18.1 34.1 -- --
HDFC Tax Saver - Direct (G) Not Ranked
172.28 1.2 0.2 -7.1 11.9 35.1 -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
42.45 0.2 0.9 -4.6 9.5 29.3 -- --
Sahara Taxgain - Direct (G) Not Ranked
0.84 2.8 6.0 -4.4 7.1 29.2 -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.09 2.5 4.3 2.1 26.0 31.6 -- --
Axis Long Term Equity - Direct (G) Not Ranked
133.29 1.6 3.6 1.1 30.4 46.2 -- --
CATEGORY AVERAGE 2.5 3.6 -1.7 19.6 29.0 20.2 10.2

Note : Returns have been calculated based on NAV's as on Jul 28, 2015 & Index values as on Jul 28, 2015

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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