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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 18, 2014
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 9.6 17.4 60.7 101.7 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 9.5 17.2 60.1 100.4 38.8 29.6 21.2
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 11.0 19.3 53.6 93.9 37.3 25.7 14.1
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 10.4 18.3 49.6 92.9 39.8 -- --
Axis Long Term Equity - Direct (G) Not Ranked
23.80 6.8 17.1 41.9 73.7 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 6.7 16.6 40.8 71.4 38.1 28.8 --
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 8.4 14.6 41.7 69.2 38.7 29.2 21.3
HDFC Tax Saver - Direct (G) Not Ranked
74.77 5.5 10.4 46.5 68.2 -- -- --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 10.4 20.7 45.3 67.9 -- -- --
HDFC Tax Saver (G) Rank 3
4,036.36 5.4 10.3 46.1 67.2 31.3 22.0 16.7
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 5.9 11.5 42.7 67.0 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 10.3 20.5 44.8 66.8 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,840.90 5.8 11.3 42.1 65.7 32.8 25.5 19.3
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 6.0 15.5 40.9 64.4 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.49 7.2 8.8 41.3 63.9 -- -- --
Principal Tax Savings - Direct Not Ranked
0.40 5.0 10.6 41.5 63.5 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 7.2 8.8 41.1 63.4 27.9 20.9 14.7
Principal Tax Savings Rank 2
227.71 5.0 10.5 41.3 62.9 33.2 26.7 14.4
Religare Invesco Tax Plan (G) Rank 2
159.04 5.9 15.2 40.1 62.8 31.3 22.4 17.8
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 6.7 12.8 36.7 62.3 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 6.6 12.7 36.2 61.2 30.1 24.7 15.2
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 5.1 12.2 39.2 60.4 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 5.9 13.0 42.0 58.9 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 4.6 11.1 36.4 58.8 -- -- --
JM Tax Gain Fund (G) Not Ranked
31.40 5.1 12.0 38.6 58.8 28.8 21.2 10.2
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 5.6 12.5 37.3 58.4 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
113.38 7.6 11.6 37.8 58.3 23.5 22.5 16.1
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 7.1 13.5 36.3 58.2 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
808.27 5.8 12.9 41.6 58.0 31.6 24.6 16.2
HDFC Long Term Advantage (G) Rank 3
967.64 4.6 11.0 36.0 58.0 30.2 22.6 17.0
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 6.2 13.9 36.6 57.6 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 5.5 12.3 36.9 57.6 28.9 23.3 14.0
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 7.0 13.2 35.6 56.8 31.0 23.3 16.5
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 6.1 13.7 36.1 56.6 30.1 21.8 12.3
Escorts Tax Plan (G) Not Ranked
2.72 5.3 17.6 41.2 56.5 18.3 8.3 3.7
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 6.1 13.6 36.0 56.3 -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.01 5.4 17.8 41.6 55.6 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
135.05 6.0 13.5 35.4 55.2 29.3 21.4 14.0
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 6.2 15.1 36.7 54.1 -- -- --
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.99 4.8 12.5 39.8 53.3 -- -- --
Franklin India Tax Shield (G) Rank 3
1,133.25 6.2 14.9 36.3 53.1 29.0 22.1 17.7
BNP Paribas Tax Advantage Plan (G) Rank 2
203.73 4.7 12.5 39.7 53.0 30.4 23.9 16.3
Kotak Tax Saver - Direct (G) Not Ranked
1.12 6.2 13.7 37.1 51.8 -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 3.3 5.4 35.1 51.6 15.0 10.7 4.1
Kotak Tax Saver (G) Rank 5
369.34 6.2 13.5 36.7 51.1 20.0 17.3 11.0
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 6.5 10.5 30.2 50.1 25.3 18.0 13.3
L&T Tax Saver Fund (G) Not Ranked
28.82 6.6 9.7 32.2 49.9 24.9 17.6 10.0
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 6.0 15.4 35.1 49.7 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 5.4 11.6 35.9 48.8 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
125.42 4.8 9.6 33.7 48.3 24.5 18.7 13.0
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 5.3 11.4 35.6 48.2 25.6 20.3 16.4
LIC NOMURA Tax Plan (G) Not Ranked
30.84 5.9 15.1 34.4 48.2 25.6 19.3 10.0
Principal Personal Tax Saver Rank 4
353.73 4.8 9.9 31.8 47.9 25.0 20.0 11.5
Quantum Tax Saving Fund (G) Not Ranked
20.43 4.6 9.4 30.7 47.7 26.1 22.4 17.1
L&T Tax Advantage -Direct (G) Not Ranked
14.49 6.0 10.7 33.5 47.1 -- -- --
UTI Long Term Advantage (G) Not Ranked
204.16 4.7 9.5 33.3 46.7 23.2 17.8 10.5
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 4.5 9.8 31.9 46.6 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 6.0 11.9 34.8 46.6 -- -- --
L&T Tax Advantage (G) Rank 4
1,262.67 5.9 10.5 33.0 46.2 24.9 18.7 15.5
Sundaram Tax Saver (G) Rank 5
1,139.83 6.0 11.8 34.5 46.1 23.0 19.1 10.2
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 5.3 11.0 31.5 45.5 -- -- --
JPMorgan Tax Advantage (G) Not Ranked
5.99 4.5 9.5 31.3 45.4 23.2 17.5 13.1
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 5.3 11.0 31.3 45.1 26.5 19.9 11.5
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 5.3 10.8 30.9 44.2 25.8 19.3 11.1
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 6.0 12.6 32.7 44.0 24.8 18.9 14.9
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 5.6 10.5 32.0 44.0 -- -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 3.1 8.4 31.0 43.8 -- -- --
UTI Equity Tax Saving (G) Rank 4
453.64 5.5 10.3 31.5 43.3 23.7 18.0 11.8
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 4.0 8.5 29.4 43.1 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 4.0 8.6 29.3 42.8 26.3 -- --
Tata Tax Saving Fund - Direct Not Ranked
1.47 6.5 13.3 35.9 42.6 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 5.9 11.5 30.4 42.6 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 4.9 10.6 31.8 42.5 -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.26 3.7 8.4 29.4 42.3 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
32.96 5.9 11.3 30.1 42.0 26.0 19.4 12.9
DWS Tax Saving Fund (G) Not Ranked
42.77 4.9 10.5 31.4 42.0 26.5 18.4 10.2
ING Tax Saving (G) Not Ranked
23.44 3.0 8.1 30.1 41.9 21.8 14.8 11.8
Taurus Tax Shield (G) Not Ranked
90.33 3.7 8.3 29.3 41.8 20.2 15.9 10.8
Tata Tax Saving Fund Rank 3
144.15 6.4 13.1 35.4 41.4 24.4 19.0 14.0
UTI Master Equity Plan (US) Not Ranked
1,428.55 4.5 9.1 31.5 41.2 24.2 18.7 12.6
IDFC Tax Saver Fund (G) Not Ranked
34.86 4.0 9.2 26.3 37.6 24.7 19.2 13.8
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 5.7 10.9 35.0 34.9 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 5.6 10.7 34.5 33.7 16.4 13.4 5.5
Religare Invesco AGILE Tax (G) Not Ranked
6.19 1.0 6.9 12.3 19.1 13.4 12.8 8.1
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 10.8 19.7 -- -- -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 10.8 19.7 -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 5.8 12.1 35.0 51.9 15.0 10.9 7.0

Note : Returns have been calculated based on NAV's as on Sep 18, 2014 & Index values as on Sep 18, 2014

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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