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Performance Tracker

ELSS

These mutual funds maintain portfolio largely in the stocks. However you cannot sell these units for 3 years from purchase date. You can save taxes by showing investment as deduction under 80c.
ELSS - Returns (in %) - as on Dec 09, 2018
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Sep 18
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
DSP Tax Saver Fund - Direct (G) Rank 3
432.65 1.6 -8.0 -3.4 -5.1 11.5 12.4 18.3
Axis Long Term Equity - Direct (G) Rank 2
1,176.21 2.5 -8.0 -3.2 5.8 18.2 13.2 21.4
CR Equity Tax Saver Fund - D (G) Rank 2
52.65 2.3 -7.7 0.8 5.4 15.9 11.2 15.3
Axis Long Term Equity Fund (G) Rank 2
14,939.31 2.4 -8.3 -3.7 4.7 16.9 12.0 19.9
CR Equity Tax Saver Fund (G) Rank 2
813.70 2.3 -7.9 0.4 4.5 14.9 10.4 14.6
Invesco India Tax Plan - DP (G) Rank 1
26.14 2.4 -9.1 -2.9 2.3 16.6 13.5 20.1
Sponsored Advt.
Kotak Tax Saver - Direct (G) Not Ranked
27.74 2.4 -5.8 0.4 -1.3 13.8 12.5 18.5
Taurus Tax Shield - Direct (G) Rank 1
1.33 1.1 -9.4 -3.0 2.2 17.2 13.8 15.3
Taurus Tax Shield (G) Rank 1
51.41 1.0 -9.5 -3.3 1.6 16.6 12.9 14.3
LIC Tax Plan - Direct (G) Rank 3
7.96 2.4 -6.3 -1.9 1.4 15.4 12.3 15.9
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 2
372.40 -1.8 -10.5 -1.6 1.1 11.6 10.0 16.4
Quantum Tax Saving Fund - D(G) Not Ranked
60.32 -0.6 -6.0 -- 1.0 9.4 11.7 14.3
Sponsored Advt.
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 2
372.40 -1.8 -10.5 -1.6 1.1 11.6 10.0 16.4
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
79.39 1.5 -6.5 0.4 0.9 20.2 -- --
Quantum Tax Saving Fund - (G) Not Ranked
0.50 -0.7 -6.0 -0.1 0.8 -- -- --
Invesco India Tax Plan (G) Rank 1
479.08 2.2 -9.5 -3.6 0.7 14.8 11.7 18.2
LIC Tax Plan (G) Rank 3
147.63 2.3 -6.6 -2.5 0.2 14.0 11.1 14.8
ICICI Pru Long Term Equity (Tax Svng)-G Rank 2
4,658.41 -1.9 -10.8 -2.2 0.1 10.3 8.7 15.2
IDBI Equity Advantage -Direct (G) Rank 3
22.21 0.5 -7.4 -5.5 -0.1 14.8 10.6 20.0
ABSL Tax Relief '96-Direct (G) Rank 1
463.99 2.3 -9.1 -3.5 -0.9 17.7 13.5 20.4
Kotak Tax Saver - Direct (G) Not Ranked
27.74 2.4 -5.8 0.4 -1.3 13.8 12.5 18.5
HDFC Long Term Advant. - Direct (G) Not Ranked
130.42 1.6 -6.5 -0.4 -1.4 14.7 14.7 16.6
ABSL Tax Plan-Direct (G) Not Ranked
62.42 2.2 -9.6 -4.1 -1.6 17.0 13.0 19.7
Franklin (I) Tax Shield -Direct (G) Rank 3
357.80 0.3 -8.4 -5.3 -1.6 10.9 9.7 17.1
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
1.08 -- -8.9 -4.6 -1.7 10.0 11.2 --
IDBI Equity Advantage - Reg (G) Rank 3
642.81 0.4 -7.8 -6.3 -1.8 12.8 9.0 18.6
Union Tax Saver - Direct (G) Rank 3
6.43 1.7 -8.1 -3.1 -1.8 9.3 6.7 11.4
DHFL Pramerica LTEF-DP. (G) Not Ranked
1.49 1.1 -8.1 -4.1 -2.0 14.9 -- --
ABSL Tax Relief '96 (G) Rank 1
4,539.51 2.2 -9.3 -4.0 -2.0 16.4 12.3 19.3
HDFC Long Term Advantage (G) Not Ranked
1,466.27 1.5 -6.6 -0.7 -2.0 14.0 13.9 15.9
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
32.98 -- -8.9 -4.8 -2.1 9.7 10.8 --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.41 -0.1 -8.7 -4.2 -2.2 11.1 -- --
Union Tax Saver Scheme (G) Rank 3
197.09 1.6 -8.3 -3.5 -2.4 8.5 5.8 10.6
Kotak Tax Saver - Regular (G) Rank 3
697.22 2.3 -6.1 -0.2 -2.4 12.3 11.0 17.1
DHFL Pramerica Tax Plan-DP (G) Not Ranked
1.49 1.2 -8.1 -4.2 -2.5 15.3 12.9 16.2
Franklin India Tax Shield (G) Rank 3
3,118.09 0.2 -8.6 -5.7 -2.5 9.8 8.6 16.0
JM Tax Gain Fund -Direct (G) Rank 2
0.88 3.0 -8.1 -5.1 -2.6 15.5 13.9 18.2
ABSL Tax Plan (G) Not Ranked
623.17 2.1 -9.8 -4.6 -2.7 15.8 11.8 18.5
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
25.45 -0.2 -8.9 -4.6 -3.0 10.4 -- --
JM Tax Gain Fund (G) Rank 2
31.63 3.0 -8.2 -5.4 -3.3 14.4 12.3 16.6
UTI Master Equity Plan (US) Not Ranked
1,906.60 0.2 -10.7 -4.7 -3.4 12.1 10.3 13.1
DHFL Pramerica LTEF-(G) Not Ranked
128.71 1.0 -8.4 -4.9 -3.8 13.0 -- --
Quant Tax Plan - Direct (G) Not Ranked
2.04 -0.8 -9.4 -2.2 -3.9 11.6 13.9 21.2
ICICI Pru RIGHT Fund (G) Not Ranked
55.08 -0.9 -9.6 -4.1 -4.3 14.8 11.6 18.3
Quant Tax Plan (G) Not Ranked
5.60 -0.9 -9.5 -2.5 -4.4 11.3 13.6 21.1
DHFL Pramerica Tax Plan (G) Not Ranked
43.28 1.0 -8.7 -5.3 -4.5 13.1 11.0 14.8
L&T Tax Advantage -Direct (G) Rank 3
112.59 -1.3 -8.7 -5.7 -4.6 14.2 13.0 17.1
Edelweiss Tax Advantage -Direct (G) Not Ranked
0.41 1.7 -9.1 -6.5 -4.6 11.8 8.7 14.6
Edelweiss Tax Advantage (G) Not Ranked
11.91 1.6 -9.2 -6.6 -5.0 11.3 8.1 13.5
DSP Tax Saver Fund - Direct (G) Rank 3
432.65 1.6 -8.0 -3.4 -5.1 11.5 12.4 18.3
Motilal Oswal Long Term Eq - D (G) Rank 2
111.10 1.7 -9.9 -8.9 -5.3 14.5 15.5 --
L&T Tax Advantage (G) Rank 2
2,878.05 -1.3 -8.9 -6.1 -5.3 13.3 12.1 16.3
Tata India Tax Savings Fund - Direct (G) Rank 4
638.16 2.1 -7.9 -4.2 -5.4 15.3 12.3 --
UTI LTEF (Tax Saving) - Direct (G) Rank 3
50.35 -0.4 -9.8 -5.6 -5.6 10.8 9.4 13.9
DSP Tax Saver Fund - Regular (G) Rank 3
3,493.31 1.5 -8.3 -3.9 -6.0 10.3 11.3 17.3
L&T Long Term Adv. Fund - I (G) Not Ranked
2.35 0.9 -9.9 -7.2 -6.2 10.4 11.1 16.9
Tata India Tax Savings Fund - Reg (G) Rank 4
83.11 2.0 -8.1 -4.7 -6.4 14.0 11.1 --
UTI LTEF (Tax Saving) (G) Rank 3
918.47 -0.5 -10.0 -6.0 -6.4 9.8 8.3 13.0
IDFC Tax Adv. (ELSS) -Direct (G) Rank 2
111.08 -0.4 -10.5 -7.8 -6.4 17.6 13.0 18.0
Edelweiss LT Equity Fund - Direct (G) Rank 3
2.06 1.8 -8.2 -4.8 -6.4 11.5 8.3 14.4
Motilal Oswal Long Term Eq - (G) Rank 3
671.17 1.6 -10.2 -9.5 -6.5 13.0 13.9 --
SBI Magnum Tax Gain - Direct (G) Rank 4
312.37 -0.4 -8.7 -4.1 -7.1 9.3 7.5 14.4
BNP Paribas Long Term Equity-DP (G) Rank 5
9.30 2.3 -5.2 -3.5 -7.1 12.7 7.9 15.6
Mahindra MF KBY - DP (G) Not Ranked
3.90 1.2 -8.4 -2.9 -7.2 7.4 -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.82 -0.4 -7.4 -4.6 -7.3 12.9 11.8 --
SBI LTAF-Sr-4 Regular- Direct (G) Not Ranked
12.60 -1.0 -9.3 -4.8 -7.4 -- -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 2
943.06 -0.5 -10.8 -8.4 -7.6 16.2 11.7 16.6
Edelweiss LT Equity Fund (G) Rank 3
73.46 1.6 -8.6 -5.4 -7.7 10.2 7.2 13.5
SBI Magnum Tax Gain (G) Rank 4
6,111.16 -0.4 -8.9 -4.5 -7.8 8.6 6.7 13.7
Principal Tax Savings - Direct Rank 3
13.37 -0.6 -9.6 -5.9 -7.9 15.2 13.1 17.7
Sahara Taxgain - Direct (G) Not Ranked
0.68 0.9 -9.2 -4.8 -7.9 8.6 7.0 12.0
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
26.34 -0.5 -7.7 -5.2 -8.1 12.3 11.4 --
Principal Personal Tax Saver Not Ranked
315.63 -0.8 -10.1 -5.9 -8.1 8.4 7.7 12.6
BNP Paribas Long Term Equity (G) Rank 5
568.43 2.2 -5.5 -4.0 -8.1 11.4 6.9 14.7
SBI LTAF-Sr-4 Regular (G) Not Ranked
133.12 -1.0 -9.6 -5.3 -8.3 -- -- --
Sundaram Diversified Equity -Direct (G) Not Ranked
50.48 0.4 -11.1 -8.8 -8.6 10.3 9.6 15.1
Principal Tax Savings Rank 3
372.89 -0.7 -9.9 -6.4 -8.7 14.5 12.5 17.1
Sahara Taxgain (G) Not Ranked
6.31 0.9 -9.4 -5.4 -9.1 7.2 5.7 11.1
Sundaram Diversified Equity (G) Rank 4
2,546.46 0.3 -11.2 -9.0 -9.1 9.7 9.1 14.6
Mahindra MF KBY - RP (G) Not Ranked
206.14 1.0 -8.8 -3.9 -9.2 4.9 -- --
HDFC Tax Saver - Direct (G) Rank 4
521.59 -2.0 -9.6 -4.3 -9.7 9.6 9.5 14.5
HSBC Tax Saver Equity -Direct (G) Rank 4
3.88 0.1 -9.4 -7.9 -9.9 11.5 10.2 15.9
HDFC Tax Saver (G) Rank 4
6,563.84 -2.1 -9.7 -4.7 -10.4 8.8 8.7 13.8
HSBC Tax Saver Equity Fund (G) Rank 4
178.95 0.1 -9.5 -8.2 -10.6 10.8 9.4 15.1
SBI Tax Advantage Sr-2 (G) Not Ranked
30.59 -0.2 -9.5 -3.4 -10.9 12.6 13.6 21.8
UTI Long Term Advantage S3 (G) Not Ranked
11.18 -1.5 -9.6 -7.5 -12.1 12.3 -- --
UTI Long Term Advantage S5 (G) Not Ranked
4.45 -- -7.5 -4.9 -12.4 -- -- --
BOI AXA Tax Advantage - Direct (G) Rank 4
11.78 0.4 -14.6 -14.2 -12.6 13.6 10.1 15.0
Baroda Pioneer ELSS 96 - Plan B Dir (G) Rank 5
8.21 -0.1 -12.6 -9.9 -12.6 7.5 7.2 --
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.48 0.4 -14.6 -14.4 -12.9 13.1 9.5 14.3
UTI Long Term Advantage S3 (G) Not Ranked
288.99 -1.5 -9.9 -8.0 -13.2 10.5 -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
122.33 -0.2 -12.8 -10.2 -13.4 6.5 6.3 --
BOI AXA Tax Advtg -RP (G) Rank 4
130.62 0.3 -14.8 -14.7 -13.6 12.1 8.6 13.4
UTI Long Term Advantage S5 (G) Not Ranked
132.10 -0.1 -8.0 -5.7 -14.1 -- -- --
Tata Infra Tax Saving Fund (G) Rank 3
6.45 0.1 -8.6 -10.3 -14.9 4.6 4.8 12.0
UTI Long Term Advantage S4 (G) Not Ranked
6.28 0.1 -8.2 -7.4 -15.6 -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
2.68 -0.9 -9.7 -10.3 -16.0 6.4 9.2 --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
50.54 -1.0 -9.9 -10.8 -16.8 5.9 8.8 --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
4.07 -1.8 -11.3 -10.7 -16.8 5.4 8.0 --
UTI Long Term Advantage S4 (G) Not Ranked
139.90 -0.1 -8.6 -8.2 -17.1 -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
53.89 -1.9 -11.6 -11.2 -17.6 4.8 7.6 --
Reliance Tax Saver(ELSS)-Direct (G) Rank 5
706.48 -1.3 -10.5 -7.8 -19.6 6.1 6.8 17.9
Reliance Tax Saver (ELSS) (G) Rank 5
9,729.27 -1.4 -10.7 -8.2 -20.3 5.0 5.8 16.9
UTI Long Term Advantage S6 (G) Not Ranked
274.09 -2.4 -13.0 -15.2 -- -- -- --
UTI Long Term Advantage S6 (G) Not Ranked
10.02 -2.2 -12.5 -14.2 -- -- -- --
UTI Long Term Advantage S7 (G) Not Ranked
10.99 -2.0 -11.7 -14.0 -- -- -- --
UTI Long Term Advantage S7 (G) Not Ranked
0.20 -1.8 -11.1 -13.0 -- -- -- --
SBI LTAF-Sr-6 Direct (G) Not Ranked
5.85 1.2 -6.3 -- -- -- -- --
Sundaram LT Tax Adv.- Sr-III- DP (G) Not Ranked
0.05 0.2 -11.0 -14.6 -- -- -- --
SBI LTAF-Sr-6 Regular (G) Not Ranked
170.51 1.1 -6.5 -- -- -- -- --
Sundaram LT Tax Adv.- Sr-IV- RP (G) Not Ranked
19.54 0.6 -4.7 -- -- -- -- --
Sundaram LT Tax Adv.- Sr-IV- DP (G) Not Ranked
0.52 0.6 -4.6 -- -- -- -- --
Sundaram LT Tax Adv.- Sr-V- RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram LT Tax Adv.- Sr-V- DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI LTAF-Sr-5 Regular- Direct (G) Not Ranked
1.09 1.2 -8.3 -6.7 -- -- -- --
Sundaram LT Tax Adv.- Sr-III- RP (G) Not Ranked
1.38 0.1 -11.4 -15.4 -- -- -- --
Indiabulls Tax Savings Fund-DP (G) Not Ranked
25.36 1.4 -7.7 -3.3 -- -- -- --
Indiabulls Tax Savings Fund-RP (G) Not Ranked
33.16 1.3 -8.0 -3.7 -- -- -- --
SBI LTAF-Sr-5 Regular (G) Not Ranked
15.16 1.1 -8.6 -7.2 -- -- -- --
CATEGORY AVERAGE 0.3 -9.3 -5.9 -5.9 9.1 7.3 9.8

Note : Returns have been calculated based on NAV's as on Dec 09, 2018 & Index values as on Dec 07, 2018

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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