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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 Sep 02, 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
Axis Long Term Equity Fund (G) Rank 1
4,996.45 -4.0 1.1 -5.3 17.0 47.9 31.9 20.2
ICICI Pru RIGHT Fund (G) Not Ranked
65.19 -7.5 -2.4 -6.3 14.5 44.9 30.2 19.3
SBI Tax Advantage Sr-2 (G) Not Ranked
41.69 -7.1 -0.1 -7.1 8.2 45.5 28.9 --
SBI Tax Advantage Sr-1 (G) Not Ranked
405.38 -6.4 -0.1 -5.4 9.0 46.5 27.0 11.3
Birla SL Tax Relief 96 (G) Rank 2
1,930.42 -7.7 -0.2 -7.4 17.5 41.2 26.7 11.7
Reliance Tax Saver (ELSS) (G) Rank 3
4,294.44 -10.9 -6.2 -17.1 2.9 48.4 26.2 14.1
IDFC Tax Advantage (ELSS)-RP (G) Rank 2
334.20 -7.6 -2.0 -5.3 14.1 37.9 26.0 13.9
Birla Sun Life Tax Plan (G) Rank 3
257.62 -7.7 -0.3 -7.6 16.4 39.9 25.7 13.6
BNP Paribas Long Term Equity (G) Rank 2
388.04 -9.2 -1.3 -6.2 11.2 36.5 25.2 14.9
Religare Invesco Tax Plan (G) Rank 1
239.56 -7.6 -1.9 -8.5 11.2 40.3 24.9 13.6
Franklin India Tax Shield (G) Rank 2
1,658.95 -7.6 -1.6 -6.5 13.1 39.0 24.2 15.0
DSP-BRTax Saver Fund (G) Rank 3
1,096.27 -7.6 -- -7.4 7.6 36.5 24.2 12.0
ICICI Pru Tax Plan (G) Rank 3
2,529.16 -6.7 -0.7 -9.2 3.5 35.5 23.7 13.1
JM Tax Gain Fund (G) Not Ranked
31.85 -8.7 -3.1 -8.7 6.9 38.4 22.8 7.6
Principal Tax Savings Rank 3
264.77 -10.3 -2.9 -11.0 1.3 35.1 22.7 11.0
Edelweiss ELSS Fund (G) Not Ranked
56.67 -8.0 -1.9 -6.2 12.6 32.4 22.3 11.5
SBI Magnum Tax Gain (G) Rank 3
4,788.51 -7.3 -1.8 -8.5 7.1 36.6 22.1 12.1
HSBC Tax Saver Equity Fund (G) Rank 3
183.33 -7.9 0.1 -9.2 4.3 36.5 21.9 11.4
L&T Long Term Adv. Fund - I (G) Not Ranked
1.83 -8.0 1.6 -5.4 11.7 34.4 21.5 8.6
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.00 -6.5 0.4 -7.6 9.6 33.2 21.4 9.5
LIC NOMURA Tax Plan (G) Not Ranked
47.17 -7.7 -3.5 -10.9 8.6 32.8 21.1 10.0
L&T Tax Saver Fund (G) Not Ranked
29.46 -7.6 2.3 -4.7 10.8 34.7 21.0 8.5
Birla SL Tax Savings (G) Not Ranked
25.76 -7.8 -0.3 -7.5 15.1 35.3 20.9 10.0
Tata Tax Advantage Fund-1(G) Not Ranked
99.12 -6.5 1.1 -6.9 12.8 32.7 20.9 12.5
BOI AXA Tax Advtg -RP (G) Not Ranked
46.39 -6.6 0.3 -7.9 8.9 32.4 20.6 8.9
DWS Tax Saving Fund (G) Not Ranked
44.35 -7.7 -1.5 -8.7 6.3 29.7 20.5 7.5
L&T Tax Advantage (G) Rank 3
1,558.76 -8.2 -- -6.8 7.8 31.7 19.9 10.7
Union KBC Tax Saver Scheme (G) Not Ranked
78.65 -8.9 -3.3 -12.4 3.6 27.7 19.9 --
HDFC Tax Saver (G) Rank 5
4,794.98 -10.4 -4.8 -13.7 -3.6 33.7 19.6 9.1
Kotak Tax Saver - Regular (G) Rank 3
494.64 -8.5 -0.9 -9.1 14.2 37.6 19.5 9.4
JPMorgan Tax Advantage (G) Not Ranked
10.55 -7.7 -0.8 -9.5 8.6 32.1 19.4 10.4
HDFC Long Term Advantage (G) Rank 5
1,126.60 -9.4 -2.8 -10.1 -3.9 29.8 19.4 10.4
Reliance ELSF - Series 1 (G) Not Ranked
125.88 -5.3 0.2 -8.4 10.7 35.1 19.4 11.4
Can Robeco Eqty TaxSaver (G) Rank 4
849.57 -9.7 -2.8 -12.3 2.1 29.0 18.7 10.4
Sundaram Tax Saver (G) Rank 4
1,155.75 -10.1 -1.3 -9.1 6.5 31.0 18.6 9.0
UTI Long Term Advantage S2 (G) Not Ranked
133.46 -9.3 -1.7 -10.1 2.3 29.7 18.2 9.2
UTI Equity Tax Saving (G) Rank 4
590.69 -8.6 -1.3 -10.6 4.3 28.4 18.0 9.2
Principal Personal Tax Saver Rank 3
351.91 -8.5 -2.1 -10.9 1.5 28.8 17.8 8.0
Tata Tax Saving Fund - Regular Plan (D) Rank 4
184.61 -6.9 0.3 -6.7 4.5 26.9 17.6 10.6
Escorts Tax Plan (G) Not Ranked
2.91 -7.2 -4.9 -9.2 12.6 33.3 17.6 1.5
UTI Master Equity Plan (US) Not Ranked
1,645.58 -10.1 -2.4 -10.9 0.5 26.5 17.4 9.4
UTI Long Term Advantage (G) Not Ranked
221.08 -9.3 -1.7 -10.1 2.4 28.4 17.1 7.3
Quantum Tax Saving Fund (G) Not Ranked
33.77 -9.2 -6.3 -10.3 -4.4 24.5 16.8 9.7
IDFC Tax Saver Fund (G) Not Ranked
37.52 -9.7 -9.1 -17.3 -2.7 21.1 16.7 8.4
Sahara Taxgain (G) Not Ranked
9.54 -11.1 -3.8 -12.2 -7.2 27.8 15.8 7.6
Taurus Tax Shield (G) Not Ranked
79.30 -10.4 -3.0 -11.6 1.2 27.9 15.3 6.5
Tata Infra Tax Saving Fund (G) Not Ranked
6.78 -9.9 -2.5 -13.0 6.2 35.9 13.0 1.8
Religare Invesco AGILE Tax (G) Not Ranked
5.15 -8.8 -2.0 -12.6 -3.1 12.0 8.4 5.8
SBI Magnum Tax Gain - Direct (G) Not Ranked
96.23 -7.2 -1.7 -8.2 7.7 37.3 -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
13.68 -8.5 -1.1 -10.2 5.3 29.3 -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.77 -6.7 2.1 -- -- -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
69.98 -7.5 -1.4 -6.0 14.1 40.0 -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
31.88 -6.8 0.5 -6.1 -- -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
2.42 -8.8 -3.2 -12.2 4.2 28.1 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
151.51 -10.8 -6.1 -16.8 3.7 49.5 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
13.85 -10.0 -1.2 -8.9 6.8 31.5 -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.84 -7.1 0.4 -2.8 14.8 -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.97 -7.3 -0.7 -7.3 -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
33.67 -6.7 2.0 -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
34.33 -7.1 0.4 -3.1 14.5 -- -- --
Tata Tax Saving Fund - Regular Plan (G) Not Ranked
1.43 -6.9 0.3 -6.5 -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
40.63 -7.3 -0.8 -7.5 -- -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
96.03 -6.6 -0.5 -8.8 4.4 36.6 -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
4.99 -7.5 -1.5 -7.7 13.1 42.2 -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.56 -7.6 -1.1 -8.1 7.3 30.5 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.75 -10.2 -2.5 -11.0 2.0 28.6 -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
29.39 -8.2 0.2 -6.6 8.5 32.5 -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
27.74 -9.6 -2.6 -12.1 2.6 29.5 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
34.14 -7.7 -0.1 -7.2 18.2 42.1 -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
5.58 -7.6 -0.1 -7.2 17.5 41.1 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.67 -9.2 -3.3 -12.0 -- -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
41.24 -9.3 -3.6 -13.1 -- -- -- --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.09 -9.3 -3.6 -13.1 3.1 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.51 -6.4 0.7 -7.1 10.5 34.0 -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
11.63 -7.5 -1.7 -4.7 16.0 39.6 -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
3.23 -9.2 -1.2 -5.9 11.7 36.9 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
14.14 -7.6 0.1 -7.2 8.2 37.3 -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.04 -7.2 -4.9 -9.1 13.4 33.4 -- --
Kotak Tax Saver - Direct (G) Not Ranked
3.59 -8.4 -0.5 -8.5 15.4 38.6 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.20 -7.6 -0.5 -8.5 10.6 33.8 -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.33 -8.5 -2.6 -7.9 8.0 39.8 -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
1.75 -7.6 -3.4 -10.8 9.2 33.8 -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 -7.8 -0.4 -7.7 15.1 36.2 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 -9.2 -3.3 -12.4 5.1 -- -- --
Principal Tax Savings - Direct Not Ranked
1.73 -10.2 -2.8 -10.8 1.8 35.7 -- --
IDBI Equity Advantage -Direct (G) Not Ranked
5.30 -5.4 2.3 -5.0 26.3 42.9 -- --
IDBI Equity Advantage - Reg (G) Not Ranked
317.25 -5.4 2.1 -5.3 25.3 41.9 -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.64 -7.8 0.3 -8.9 5.0 37.4 -- --
HDFC Tax Saver - Direct (G) Not Ranked
172.28 -10.4 -4.7 -13.5 -3.2 34.4 -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
42.45 -9.4 -2.7 -9.9 -3.4 30.4 -- --
Sahara Taxgain - Direct (G) Not Ranked
0.84 -11.0 -3.6 -11.8 -6.8 28.3 -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.09 -8.0 -1.8 -6.0 13.1 33.0 -- --
Axis Long Term Equity - Direct (G) Not Ranked
133.29 -3.9 1.4 -4.8 18.6 49.8 -- --
CATEGORY AVERAGE -8.1 -1.6 -8.9 6.8 30.3 18.0 8.5

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