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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 Dec 08, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Oct 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Escorts Tax Plan (G) Not Ranked
3.53 -4.6 -4.6 6.6 21.0 16.0 30.2 16.5
SBI Tax Advantage Sr-2 (G) Not Ranked
30.14 -6.3 -5.3 9.6 17.7 8.2 28.7 --
Escorts Tax Plan - Direct (G) Not Ranked
0.44 -4.6 -4.6 6.5 21.1 15.1 28.6 --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
286.90 -3.2 -6.3 7.2 11.1 2.6 27.3 --
Reliance Tax Saver (ELSS) (G) Rank 3
5,324.76 -3.3 -6.5 6.8 10.2 1.8 26.3 21.8
Sponsored Advt.
DSP-BRTax Saver Fund (G) Rank 2
1,342.95 -4.2 -6.3 8.5 15.9 8.9 22.8 20.5
SBI Tax Advantage Sr-1 (G) Not Ranked
403.20 -5.7 -8.8 2.4 11.5 6.4 24.9 19.6
Axis Long Term Equity - Direct (G) Not Ranked
505.95 -4.5 -7.8 0.4 6.4 5.7 24.2 --
IDBI Equity Advantage -Direct (G) Not Ranked
11.24 -6.5 -7.7 0.7 4.6 4.0 24.1 --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
30.10 -4.1 -6.0 9.0 16.7 9.6 23.6 --
Invesco India Tax Plan - DP (G) Not Ranked
12.61 -3.3 -6.2 3.8 10.1 7.6 23.2 --
IDBI Equity Advantage - Reg (G) Not Ranked
520.17 -6.6 -8.0 0.2 3.8 3.2 23.2 --
Birla SL Tax Relief 96-Direct (G) Not Ranked
98.11 -5.0 -6.9 2.3 7.8 7.4 22.8 --
DSP-BRTax Saver Fund (G) Rank 2
1,342.95 -4.2 -6.3 8.5 15.9 8.9 22.8 20.5
Axis Long Term Equity Fund (G) Rank 2
9,518.03 -4.6 -8.0 -0.2 5.2 4.6 22.7 21.5
Kotak Tax Saver - Direct (G) Not Ranked
7.71 -5.2 -6.2 8.0 12.7 7.0 22.5 --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
16.55 -4.9 -6.8 2.2 7.6 7.0 22.1 --
Franklin (I) Tax Shield -Direct (G) Not Ranked
172.92 -3.2 -6.8 2.4 9.5 6.8 22.0 --
L&T Long Term Adv. Fund - I (G) Not Ranked
2.02 -4.7 -5.5 7.6 15.0 9.6 22.0 18.2
Birla SL Tax Relief 96 (G) Rank 1
2,275.47 -5.0 -7.1 1.8 6.8 6.6 21.9 19.2
L&T Tax Saver Fund (G) Not Ranked
28.47 -4.5 -5.0 8.1 14.2 9.4 21.8 17.2
ICICI Pru RIGHT Fund (G) Not Ranked
52.14 -3.4 -4.7 6.8 8.5 4.5 21.6 21.6
Invesco India Tax Plan (G) Not Ranked
310.46 -3.4 -6.6 3.0 8.2 5.8 21.3 18.5
Kotak Tax Saver - Regular (G) Rank 4
488.27 -5.3 -6.5 7.1 11.0 5.5 21.1 15.6
Franklin India Tax Shield (G) Rank 2
2,170.83 -3.3 -7.1 1.9 8.4 5.9 20.9 17.9
Birla Sun Life Tax Plan (G) Rank 2
374.81 -4.9 -7.1 1.5 6.4 5.9 20.9 18.6
JM Tax Gain Fund -Direct (G) Not Ranked
0.49 -4.1 -7.7 7.3 13.5 5.3 20.7 --
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
199.18 -4.6 -6.3 7.0 9.1 5.6 20.3 --
Principal Tax Savings - Direct Not Ranked
2.55 -5.8 -7.6 7.4 11.9 5.4 20.1 --
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 -4.9 -6.9 1.9 6.8 6.0 19.7 --
L&T Tax Advantage -Direct (G) Not Ranked
45.22 -3.2 -3.8 7.0 13.1 7.4 19.7 --
Principal Tax Savings Rank 3
276.82 -5.8 -7.7 7.1 11.3 4.8 19.5 19.4
HSBC Tax Saver Equity -Direct (G) Not Ranked
2.34 -5.9 -7.2 2.4 10.0 4.1 19.4 --
Birla SL Tax Savings (G) Not Ranked
24.92 -4.9 -7.0 1.7 6.5 5.9 19.2 14.3
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
3,296.21 -4.7 -6.6 6.3 7.6 4.4 19.1 18.4
Sundaram Tax Saver -Direct (G) Not Ranked
22.99 -6.0 -8.0 4.2 11.0 6.2 19.0 --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
23.64 -6.1 -8.1 2.4 7.1 5.9 18.9 --
L&T Tax Advantage (G) Rank 3
1,690.41 -3.3 -4.0 6.6 12.4 6.7 18.9 15.9
JM Tax Gain Fund (G) Not Ranked
29.28 -4.3 -8.2 6.1 10.9 3.3 18.8 16.2
HSBC Tax Saver Equity Fund (G) Not Ranked
174.22 -6.0 -7.4 2.1 9.2 3.3 18.6 17.2
Sundaram Tax Saver (G) Rank 3
1,309.13 -6.0 -8.0 4.0 10.7 5.9 18.6 15.6
SBI Magnum Tax Gain - Direct (G) Not Ranked
162.70 -3.4 -7.5 2.3 6.3 3.8 18.5 --
HDFC Tax Saver - Direct (G) Not Ranked
278.01 -1.2 -3.0 10.2 12.3 1.7 18.5 --
HDFC Long Term Advant. - Direct (G) Not Ranked
67.55 -3.0 -3.8 6.7 17.2 5.2 18.4 --
Quantum Tax Saving Fund (G) Not Ranked
47.29 -1.2 -4.1 7.3 19.3 7.4 18.3 17.1
BNP Paribas Long Term Equity-DP (G) Not Ranked
6.31 -7.0 -10.6 -3.0 1.0 2.8 18.1 --
SBI Magnum Tax Gain (G) Rank 4
4,743.99 -3.5 -7.6 2.0 5.7 3.2 17.9 16.6
HDFC Tax Saver (G) Rank 5
4,916.70 -1.2 -3.2 9.8 11.5 1.2 17.9 15.1
HDFC Long Term Advantage (G) Rank 4
1,149.50 -3.1 -4.0 6.4 16.4 4.6 17.8 16.6
Tata Infra Tax Saving Fund (G) Not Ranked
6.34 -3.5 -7.1 3.7 7.9 2.9 17.8 11.3
DHFL Pramerica Tax Plan -Direct (G) Not Ranked
1.29 -5.2 -9.6 1.5 11.3 4.7 17.6 --
BNP Paribas Long Term Equity (G) Rank 3
488.12 -7.1 -10.8 -3.4 0.2 2.2 17.5 16.8
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
442.10 -6.2 -8.4 1.8 5.9 4.6 17.4 17.6
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.28 -9.0 -7.0 2.3 2.7 3.1 17.4 --
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.38 -4.9 -7.1 3.5 4.4 4.7 16.9 --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
3.80 -4.7 -7.7 3.4 8.4 2.1 16.7 --
UTI LTEF (Tax Saving) - Direct (G) Not Ranked
26.08 -3.1 -6.0 3.0 9.3 3.9 16.7 --
DHFL Pramerica Tax Plan (G) Not Ranked
43.24 -5.2 -9.8 0.9 9.8 3.3 16.6 15.0
BOI AXA Tax Advantage - Direct (G) Not Ranked
2.49 -6.7 -8.1 2.5 5.4 3.6 16.4 --
Edelweiss ELSS Fund (G) Not Ranked
65.36 -4.9 -7.3 3.1 3.6 4.0 16.2 15.6
UTI Long Term Advantage S2 (G) Not Ranked
126.56 -3.4 -6.5 2.4 8.0 2.5 16.1 13.7
JPMorgan Tax Advantage (G) Not Ranked
12.50 -9.0 -7.3 1.8 1.7 1.6 16.0 13.8
Principal Personal Tax Saver Rank 4
324.43 -4.8 -8.0 4.2 8.7 3.1 16.0 14.8
UTI Long Term Advantage (G) Not Ranked
209.99 -3.3 -6.5 2.4 7.9 2.5 15.9 13.2
Reliance ELSF - Series 1 (G) Not Ranked
112.74 -3.3 -5.2 3.7 1.4 -2.3 15.8 15.8
LIC NOMURA Tax Plan (G) Not Ranked
64.61 -4.8 -7.9 3.0 7.7 1.5 15.8 14.2
UTI LTEF (Tax Saving) (G) Rank 3
673.64 -3.2 -6.2 2.5 8.1 2.9 15.7 13.9
Tata Tax Advantage Fund-1(G) Not Ranked
71.93 2.8 -7.3 -7.3 -10.8 17.2 15.7 11.6
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.49 -6.7 -8.3 2.1 4.5 2.7 15.6 14.7
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
39.55 -4.7 -6.6 2.8 4.6 1.2 15.5 --
Sahara Taxgain - Direct (G) Not Ranked
0.90 -3.1 -6.3 4.3 6.8 0.7 14.9 --
Can Robeco Eqty TaxSaver (G) Rank 5
796.26 -4.7 -6.8 2.5 4.0 0.7 14.9 14.1
BOI AXA Tax Advtg -RP (G) Not Ranked
57.31 -6.8 -8.5 1.7 3.8 1.9 14.8 14.1
Taurus Tax Shield - Direct (G) Not Ranked
1.00 -3.8 -7.5 3.5 10.2 4.5 14.7 --
UTI Master Equity Plan (US) Not Ranked
1,692.46 -4.7 -8.1 2.6 7.4 2.9 14.7 13.8
Sahara Taxgain (G) Not Ranked
7.46 -3.1 -6.5 3.8 5.7 -0.2 14.2 13.2
Taurus Tax Shield (G) Not Ranked
56.92 -3.9 -7.6 3.0 8.7 3.2 13.5 12.3
Union KBC Tax Saver - Direct (G) Not Ranked
4.03 -3.8 -6.9 2.1 3.9 -1.0 13.2 --
Union KBC Tax Saver Scheme (G) Not Ranked
115.04 -3.9 -7.1 1.4 2.8 -1.9 12.5 --
IDFC Tax Saver Fund (G) Not Ranked
32.56 -5.9 -9.3 1.3 8.8 0.3 11.5 13.2
Invesco India AGILE Tax (G) Not Ranked
4.55 -2.2 -6.1 8.0 5.5 -1.0 6.3 7.6
Tata India Tax Savings Fund - Reg (G) Not Ranked
245.47 -6.5 -8.2 2.0 7.9 8.5 -- --
Tata India Tax Savings Fund - Direct (G) Not Ranked
134.32 -6.4 -8.0 2.4 8.9 9.8 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
5.62 -5.9 -7.4 5.2 9.2 -- -- --
UTI Long Term Advantage S4 (G) Not Ranked
0.00 -- -- -- -- -- -- --
UTI Long Term Advantage S4 (G) Not Ranked
0.00 -- -- -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
8.01 -2.9 -6.6 5.4 -- -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
52.81 -5.9 -7.6 4.8 8.5 -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
213.30 -3.1 -7.2 4.2 -- -- -- --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.32 -3.5 -3.1 10.1 -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Motilal MOSt Long Term Fund -RP (G) Not Ranked
144.74 -2.1 -2.0 12.4 17.8 -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 -5.9 -7.4 5.2 9.2 2.9 -- --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.10 -5.9 -7.6 4.8 8.5 1.9 -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
45.43 -5.1 -6.4 8.0 15.2 -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
3.33 -5.1 -6.4 8.0 15.3 -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
39.19 -5.1 -5.5 8.5 17.2 -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
2.07 -5.1 -5.4 8.6 17.4 -- -- --
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
4.71 -4.1 -3.4 10.9 -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
38.27 -4.7 -6.8 6.0 11.4 6.9 -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
2.06 -4.7 -6.7 6.0 11.6 7.1 -- --
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
26.75 -4.4 -3.8 10.1 16.0 -- -- --
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.87 -4.4 -3.7 10.3 16.5 -- -- --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
20.22 -3.5 -3.1 9.9 -- -- -- --
Motilal MOSt Long Term Fund -DP (G) Not Ranked
8.45 -2.0 -1.6 13.3 19.7 -- -- --
CATEGORY AVERAGE -4.5 -6.7 4.3 8.9 4.1 15.5 12.0

Note : Returns have been calculated based on NAV's as on Dec 08, 2016 & Index values as on Dec 08, 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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