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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 25, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Axis Long Term Equity Fund (G) Rank 1
4,161.99 5.0 2.3 10.5 46.3 41.7 36.6 24.2
ICICI Pru RIGHT Fund (G) Not Ranked
69.12 6.6 5.2 9.5 45.5 42.8 35.2 24.5
SBI Tax Advantage Sr-2 (G) Not Ranked
55.72 4.8 2.3 5.4 37.5 39.0 33.0 --
Reliance Tax Saver (ELSS) (G) Rank 2
4,094.47 2.0 -4.4 2.9 36.2 41.2 31.6 20.6
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
306.46 4.7 3.5 13.1 40.3 35.2 31.6 18.4
Birla SL Tax Relief 96 (G) Rank 2
1,980.10 3.3 -0.2 10.8 42.4 35.5 30.7 15.3
SBI Tax Advantage Sr-1 (G) Not Ranked
413.91 6.3 4.9 8.8 40.5 39.5 30.3 15.8
Birla Sun Life Tax Plan (G) Rank 3
233.91 3.2 -0.5 10.2 40.9 34.2 29.8 17.9
Religare Invesco Tax Plan (G) Rank 1
230.36 3.4 -1.8 6.3 36.6 33.2 29.1 17.9
BNP Paribas Long Term Equity (G) Rank 2
348.46 3.6 0.5 8.8 35.5 33.8 28.9 19.2
Franklin India Tax Shield (G) Rank 2
1,616.05 4.0 1.2 7.0 38.1 33.0 27.9 18.9
ICICI Pru Tax Plan (G) Rank 3
2,477.60 2.6 -2.3 1.4 22.6 33.4 27.7 16.9
Principal Tax Savings Rank 3
272.55 4.4 -1.3 1.5 20.2 30.4 27.6 15.0
DSP-BRTax Saver Fund (G) Rank 3
1,098.37 3.4 -0.7 3.2 26.7 29.8 27.3 15.5
JM Tax Gain Fund (G) Not Ranked
33.93 6.8 2.1 4.8 28.9 29.6 27.2 11.4
SBI Magnum Tax Gain (G) Rank 3
5,212.24 6.7 0.9 6.7 31.2 31.1 26.9 15.9
HSBC Tax Saver Equity Fund (G) Rank 3
202.82 3.3 -3.0 2.2 22.3 25.6 26.1 15.1
Edelweiss ELSS Fund (G) Not Ranked
54.25 5.9 2.3 9.7 33.4 27.8 25.6 16.5
LIC NOMURA Tax Plan (G) Not Ranked
43.99 5.6 0.9 8.4 38.2 30.3 25.5 14.5
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 4.1 0.1 5.6 27.2 28.8 25.3 12.8
DWS Tax Saving Fund (G) Not Ranked
46.79 4.1 -0.5 3.3 24.9 25.1 25.1 11.6
IDFC Tax Saver Fund (G) Not Ranked
39.50 2.8 -1.3 7.9 26.5 25.1 24.7 14.7
BOI AXA Tax Advtg -RP (G) Not Ranked
46.36 4.0 -0.1 5.2 26.3 28.0 24.6 12.3
Union KBC Tax Saver Scheme (G) Not Ranked
82.56 2.6 -3.1 2.4 22.9 23.6 24.1 --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.90 3.7 -0.3 4.3 25.1 29.4 23.9 12.5
Tata Tax Advantage Fund-1(G) Not Ranked
103.20 3.1 -2.3 7.8 30.7 27.8 23.8 15.7
HDFC Tax Saver (G) Rank 5
5,000.51 2.2 -2.4 -2.2 16.6 29.8 23.5 14.3
Kotak Tax Saver - Regular (G) Rank 3
504.50 4.5 -0.6 6.4 37.1 27.5 23.5 13.7
Birla SL Tax Savings (G) Not Ranked
27.12 3.2 -0.3 10.3 30.5 27.9 23.4 14.2
L&T Tax Advantage (G) Rank 4
1,596.56 4.1 0.4 4.4 25.6 26.3 23.2 14.7
Can Robeco Eqty TaxSaver (G) Rank 4
887.30 4.3 -1.3 2.4 25.6 25.5 23.1 15.1
L&T Tax Saver Fund (G) Not Ranked
31.80 5.0 1.0 3.9 23.2 29.1 23.0 11.7
JPMorgan Tax Advantage (G) Not Ranked
9.97 4.2 -1.1 4.9 26.2 26.7 22.9 14.4
HDFC Long Term Advantage (G) Rank 5
1,159.04 1.9 -2.0 -2.2 17.4 25.1 22.9 15.2
Principal Personal Tax Saver Rank 4
373.58 3.8 -1.7 1.4 18.8 25.6 22.7 12.2
Reliance ELSF - Series 1 (G) Not Ranked
135.34 2.8 -3.3 -0.5 26.6 27.8 22.5 15.5
Sundaram Tax Saver (G) Rank 4
1,227.94 3.8 -1.1 3.2 25.6 24.1 22.5 13.2
Quantum Tax Saving Fund (G) Not Ranked
31.43 2.9 -0.4 -1.3 17.3 23.5 22.5 15.2
UTI Equity Tax Saving (G) Rank 3
575.71 3.1 -3.1 2.2 23.5 23.4 21.9 13.0
UTI Long Term Advantage S2 (G) Not Ranked
140.87 3.8 -1.7 1.2 20.9 23.7 21.8 13.2
UTI Master Equity Plan (US) Not Ranked
1,722.16 3.4 -2.6 -0.1 18.2 21.4 21.3 13.1
Tata Tax Saving Fund - Plan A (D) Rank 3
187.63 4.6 -0.5 1.3 23.5 22.3 21.3 13.7
UTI Long Term Advantage (G) Not Ranked
232.30 3.8 -1.7 1.2 20.8 21.9 21.1 10.9
Taurus Tax Shield (G) Not Ranked
92.36 3.0 -1.8 4.0 19.2 21.6 19.8 12.0
Sahara Taxgain (G) Not Ranked
11.34 4.1 -2.9 -2.3 8.9 25.6 19.6 13.0
Escorts Tax Plan (G) Not Ranked
3.11 2.3 -0.9 10.7 40.4 33.6 19.2 5.5
Tata Infra Tax Saving Fund (G) Not Ranked
7.36 3.1 -2.5 4.9 20.6 22.4 17.8 5.3
Religare Invesco AGILE Tax (G) Not Ranked
5.66 2.3 -3.3 -2.2 10.7 7.5 11.4 8.8
Union KBC Tax Saver - Direct (G) Not Ranked
1.63 2.7 -2.9 2.7 23.3 24.0 -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
11.03 3.2 -2.8 2.7 24.6 24.2 -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.14 0.7 -- -- -- -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.80 6.6 6.6 10.7 46.8 -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
55.24 4.0 1.5 7.4 39.2 33.9 -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.94 4.7 -0.3 9.9 -- -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
84.46 6.7 1.1 7.1 31.9 31.8 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
11.83 3.8 -1.0 3.4 26.2 24.6 -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
33.64 6.6 6.3 10.4 46.4 -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
2.66 0.7 -- -- -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
1.86 1.9 0.7 -- -- -- -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
16.83 4.7 -0.2 11.4 -- -- -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
107.42 2.0 -4.2 3.4 37.3 42.2 -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
25.48 1.8 0.6 -- -- -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
78.34 2.7 -2.1 1.9 23.6 34.4 -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
3.69 3.6 -1.3 7.3 38.8 34.8 -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.25 4.2 -0.2 3.9 25.8 25.7 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.38 3.2 -1.6 4.2 19.6 22.0 -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
26.01 4.1 0.5 4.7 26.3 27.0 -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
25.51 4.3 -1.1 2.7 26.1 26.1 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
28.00 3.3 -0.1 11.1 43.4 36.4 -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
4.21 3.3 -0.3 10.7 42.2 35.3 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.29 3.5 -6.4 -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.14 3.4 -7.1 -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
42.14 3.4 -1.4 2.2 24.7 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.00 4.2 0.4 6.2 28.0 29.4 -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
8.43 4.8 3.8 14.1 42.6 36.8 -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
2.28 3.6 0.6 9.1 36.1 34.3 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
11.66 3.5 -0.6 3.6 27.5 30.5 -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.03 2.3 -0.9 11.3 41.6 33.8 -- --
Kotak Tax Saver - Direct (G) Not Ranked
2.52 4.6 -0.3 7.0 38.2 28.3 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.19 4.4 -0.3 6.2 28.3 28.4 -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.11 7.0 2.0 5.1 29.7 30.6 -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
1.17 5.6 0.9 8.6 39.1 31.4 -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 3.3 -0.5 10.2 31.1 28.9 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.29 3.5 -1.0 2.7 26.8 -- -- --
Principal Tax Savings - Direct Not Ranked
1.41 4.4 -1.2 1.7 20.9 31.0 -- --
IDBI Equity Advantage -Direct (G) Not Ranked
3.75 4.9 0.4 11.9 57.2 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
267.39 4.8 0.2 11.5 56.1 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.22 3.3 -2.9 2.5 23.1 26.5 -- --
HDFC Tax Saver - Direct (G) Not Ranked
146.68 2.3 -2.3 -2.0 17.2 30.5 -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
38.18 1.9 -1.9 -2.0 18.0 25.7 -- --
Sahara Taxgain - Direct (G) Not Ranked
0.77 4.2 -2.8 -2.1 9.3 26.0 -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.85 6.0 2.4 9.9 34.0 28.3 -- --
Axis Long Term Equity - Direct (G) Not Ranked
83.73 5.1 2.5 11.2 48.3 43.5 -- --
CATEGORY AVERAGE 3.8 -0.6 4.7 26.9 25.3 21.1 11.8

Note : Returns have been calculated based on NAV's as on May 25, 2015 & Index values as on May 25, 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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