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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 02, 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 4.0 -2.3 6.2 30.6 44.8 33.9 22.3
ICICI Pru RIGHT Fund (G) Not Ranked
69.12 3.5 -1.5 6.3 30.3 46.4 33.9 22.3
SBI Tax Advantage Sr-2 (G) Not Ranked
55.72 3.8 -3.7 0.8 20.3 43.1 32.0 --
Reliance Tax Saver (ELSS) (G) Rank 2
4,094.47 3.4 -5.0 -0.9 19.0 46.4 29.9 18.6
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
306.46 4.9 -0.2 12.2 29.4 39.8 29.6 17.6
SBI Tax Advantage Sr-1 (G) Not Ranked
413.91 4.5 -2.6 5.5 23.4 42.9 29.1 14.2
Birla SL Tax Relief 96 (G) Rank 2
1,980.10 4.1 -2.1 6.5 29.7 39.3 29.0 13.9
Birla Sun Life Tax Plan (G) Rank 3
233.91 4.0 -2.3 6.0 28.4 37.9 28.1 16.4
Religare Invesco Tax Plan (G) Rank 1
230.36 3.5 -1.5 6.6 26.9 37.7 27.8 16.8
BNP Paribas Long Term Equity (G) Rank 2
348.46 5.3 -1.0 8.5 27.5 38.5 27.7 17.8
JM Tax Gain Fund (G) Not Ranked
33.93 6.3 2.9 7.4 22.8 35.5 27.1 10.9
DSP-BRTax Saver Fund (G) Rank 3
1,098.37 4.6 -0.8 4.0 19.5 34.4 26.5 14.5
Principal Tax Savings Rank 3
272.55 5.0 0.1 2.6 13.1 35.4 26.4 14.0
Franklin India Tax Shield (G) Rank 2
1,616.05 3.6 -0.4 5.3 30.0 36.7 26.3 17.9
SBI Magnum Tax Gain (G) Rank 3
5,212.24 4.6 -0.4 7.0 20.9 35.2 25.4 14.6
Edelweiss ELSS Fund (G) Not Ranked
54.25 3.5 -0.6 8.1 25.0 31.4 25.2 14.7
ICICI Pru Tax Plan (G) Rank 3
2,477.60 2.2 -3.2 0.2 12.3 36.7 24.9 15.2
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 4.8 -2.1 4.6 20.9 32.4 23.6 12.5
HSBC Tax Saver Equity Fund (G) Rank 3
202.82 4.4 -0.9 1.1 14.6 31.1 23.5 14.1
LIC NOMURA Tax Plan (G) Not Ranked
43.99 3.3 -2.2 3.9 26.2 33.6 23.2 12.8
DWS Tax Saving Fund (G) Not Ranked
46.79 4.0 -1.8 3.5 18.1 28.5 23.1 10.6
BOI AXA Tax Advtg -RP (G) Not Ranked
46.36 4.7 -2.3 4.3 20.1 31.6 22.9 12.0
Union KBC Tax Saver Scheme (G) Not Ranked
82.56 3.8 -2.5 0.6 16.3 27.0 22.7 --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.90 5.3 1.5 2.6 21.3 35.4 22.6 11.1
L&T Tax Advantage (G) Rank 4
1,596.56 4.9 0.5 4.2 19.4 31.3 22.4 13.4
Tata Tax Advantage Fund-1(G) Not Ranked
103.20 2.6 -4.6 4.0 21.4 30.5 22.3 14.3
Birla SL Tax Savings (G) Not Ranked
27.12 4.2 -2.1 6.4 25.2 32.5 22.3 12.4
IDFC Tax Saver Fund (G) Not Ranked
39.50 3.0 -5.0 5.8 16.1 26.2 22.2 13.0
HDFC Long Term Advantage (G) Rank 5
1,159.04 4.2 -1.2 0.1 10.6 29.8 21.9 13.8
JPMorgan Tax Advantage (G) Not Ranked
9.97 5.0 -1.6 5.3 19.7 31.4 21.8 13.2
HDFC Tax Saver (G) Rank 5
5,000.51 3.0 -2.6 -2.7 7.9 34.4 21.8 12.8
L&T Tax Saver Fund (G) Not Ranked
31.80 5.3 1.9 2.0 18.0 33.9 21.8 10.8
Kotak Tax Saver - Regular (G) Rank 3
504.50 4.9 -1.1 5.2 30.0 33.9 21.6 12.5
Sundaram Tax Saver (G) Rank 4
1,227.94 5.7 -- 4.6 20.7 29.8 21.5 12.3
Can Robeco Eqty TaxSaver (G) Rank 4
887.30 4.4 -3.4 2.1 16.7 29.6 21.0 13.7
Reliance ELSF - Series 1 (G) Not Ranked
135.34 2.4 -2.9 -3.5 15.8 32.5 20.9 13.1
Principal Personal Tax Saver Rank 4
373.58 3.9 -1.8 1.9 12.3 29.9 20.5 10.7
Quantum Tax Saving Fund (G) Not Ranked
31.43 2.9 0.1 0.6 10.0 27.1 20.2 13.7
UTI Long Term Advantage S2 (G) Not Ranked
140.87 4.5 -1.4 3.0 14.0 27.8 20.1 12.1
UTI Equity Tax Saving (G) Rank 3
575.71 4.3 -2.6 2.9 16.6 27.4 19.9 11.9
UTI Master Equity Plan (US) Not Ranked
1,722.16 4.0 -0.5 1.2 13.1 25.7 19.9 12.1
Tata Tax Saving Fund - Plan A (D) Rank 3
187.63 2.9 -3.2 1.2 13.8 24.8 19.5 12.4
UTI Long Term Advantage (G) Not Ranked
232.30 4.5 -1.4 3.1 14.0 26.2 19.1 9.8
Sahara Taxgain (G) Not Ranked
11.34 4.7 1.3 -1.5 0.8 30.2 18.6 11.5
Taurus Tax Shield (G) Not Ranked
92.36 5.2 -1.9 5.1 14.9 26.5 18.2 10.8
Escorts Tax Plan (G) Not Ranked
3.11 0.9 -1.4 2.2 29.9 34.9 17.1 4.1
Tata Infra Tax Saving Fund (G) Not Ranked
7.36 4.7 -2.9 1.5 14.5 28.4 15.5 4.2
Religare Invesco AGILE Tax (G) Not Ranked
5.66 3.8 -4.6 -1.8 5.3 12.4 11.0 8.8
UTI Equity Tax Saving - Direct (G) Not Ranked
11.03 4.4 -2.4 3.4 17.6 28.3 -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
84.46 4.6 -0.3 7.3 21.6 35.9 -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
16.83 3.0 -3.0 6.4 -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.14 4.2 -2.3 -- -- -- -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.94 3.0 -3.2 5.7 -- -- -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
107.42 3.5 -4.8 -0.4 20.0 47.4 -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
55.24 3.7 -0.2 5.7 31.0 37.7 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
11.83 5.7 0.1 4.8 21.2 30.2 -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
1.86 3.4 -2.9 -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
2.66 4.1 -2.4 -- -- -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
1.63 3.9 -2.3 0.9 16.8 27.4 -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.80 4.8 -0.5 5.8 28.4 -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
33.64 4.8 -0.7 5.5 28.0 -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
25.48 3.4 -3.0 -- -- -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
78.34 2.3 -3.1 0.7 13.3 37.8 -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
3.69 3.6 -1.0 7.6 29.0 39.5 -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.25 4.1 -1.4 4.1 19.1 29.2 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.38 5.4 -1.6 5.5 15.4 27.0 -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
26.01 4.9 0.6 4.5 20.1 32.0 -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
25.51 4.4 -3.3 2.3 17.2 30.2 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
28.00 4.2 -2.0 6.8 30.6 40.2 -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
4.21 4.1 -2.1 6.5 29.5 39.1 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.29 3.3 -3.4 -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.14 3.1 -3.8 -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
42.14 3.1 -3.8 1.3 15.1 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.00 4.9 -1.9 5.2 21.8 33.1 -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
8.43 5.0 0.1 13.1 31.5 41.5 -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
2.28 5.3 -0.8 8.9 28.0 39.0 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
11.66 4.6 -0.6 4.3 20.3 35.2 -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.03 0.9 -1.4 2.8 30.9 35.0 -- --
Kotak Tax Saver - Direct (G) Not Ranked
2.52 5.0 -0.8 5.8 31.1 34.8 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.19 5.1 -1.1 6.6 21.8 33.1 -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.11 6.4 3.3 7.9 23.8 36.7 -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
1.17 3.3 -2.2 3.9 27.0 34.6 -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 4.1 -2.2 6.1 25.4 33.5 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.29 3.3 -3.4 1.9 17.2 -- -- --
Principal Tax Savings - Direct Not Ranked
1.41 5.1 0.2 2.8 13.7 36.0 -- --
IDBI Equity Advantage -Direct (G) Not Ranked
3.75 5.0 -0.8 4.6 39.5 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
267.39 4.9 -1.0 4.2 38.5 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.22 4.5 -0.7 1.5 15.4 32.0 -- --
HDFC Tax Saver - Direct (G) Not Ranked
146.68 3.1 -2.5 -2.5 8.3 35.1 -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
38.18 4.3 -1.1 0.3 11.1 30.5 -- --
Sahara Taxgain - Direct (G) Not Ranked
0.77 4.8 1.5 -1.2 1.2 30.6 -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.85 3.6 -0.5 8.3 25.6 32.0 -- --
Axis Long Term Equity - Direct (G) Not Ranked
83.73 4.1 -2.1 6.8 32.3 46.6 -- --
CATEGORY AVERAGE 4.0 -1.7 3.3 18.5 28.9 19.7 10.7

Note : Returns have been calculated based on NAV's as on Jul 02, 2015 & Index values as on Jul 02, 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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