YOU ARE HERE > Moneycontrol > Mutual Funds > Evaluate > Performance Tracker : ELSS
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 29, 2015
Compare With Indices
  • Sensex
  • Nifty
  • BANK Nifty
  • BANKEX
  • BSE Auto
  • BSE CD INDEX
  • BSE FMCG INDEX
  • BSE HEALTHCARE
  • BSE IPO
  • BSE IT INDEX
  • BSE Metal
  • BSE Oil & Gas
  • BSE POWER INDEX
  • BSE PSU INDEX
  • BSE REALTY
  • BSE TECk INDEX
  • BSE-100
  • BSE-200
  • BSE-500
  • BSE-MIDCAP
  • BSE-SMALLCAP
  • CAPITAL GOODS
  • CNX 100
  • CNX IT
  • CNX Midcap
  • CNX NIFTY JR
  • Nifty Midcap 50
  • S&P CNX 500
  • S&P CNX Defty

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
IDBI Equity Advantage -Direct (G) Not Ranked
5.30 3.1 6.4 0.8 42.3 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
317.25 3.1 6.2 0.4 41.4 -- -- --
Kotak Tax Saver - Direct (G) Not Ranked
3.59 2.7 6.1 0.8 33.8 38.0 -- --
Birla SL Tax Relief 96-Direct (G) Not Ranked
34.14 3.5 4.6 2.1 33.7 42.6 -- --
Birla SL Tax Relief 96 (G) Rank 2
1,930.42 3.4 4.4 1.8 32.8 41.6 30.4 13.8
Birla Sun Life Tax Plan-Direct (G) Not Ranked
5.58 3.4 4.4 1.7 32.7 41.5 -- --
Kotak Tax Saver - Regular (G) Rank 3
494.64 2.6 5.8 0.2 32.6 37.0 22.8 12.0
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.84 3.8 5.8 7.2 32.6 -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
34.33 3.8 5.8 6.9 32.2 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
133.29 1.8 4.3 3.1 31.5 47.5 -- --
Birla Sun Life Tax Plan (G) Rank 3
257.62 3.4 4.2 1.3 31.5 40.3 29.5 16.1
Franklin (I) Tax Shield -Direct (G) Not Ranked
69.98 2.7 6.2 2.3 31.2 39.5 -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
11.63 1.2 4.3 5.8 31.1 40.7 -- --
Franklin India Tax Shield (G) Rank 2
1,658.95 2.6 6.0 1.9 30.1 38.4 27.2 17.4
Religare Invesco Tax Plan - DP (G) Not Ranked
4.99 3.3 7.0 4.9 29.9 42.8 -- --
Axis Long Term Equity Fund (G) Rank 1
4,996.45 1.7 4.0 2.5 29.8 45.6 34.8 21.8
ICICI Pru RIGHT Fund (G) Not Ranked
65.19 1.2 2.2 2.7 29.7 46.1 34.6 21.6
BNP Paribas Long Term Equity-DP (G) Not Ranked
3.23 2.9 8.5 3.7 29.7 39.8 -- --
BNP Paribas Long Term Equity (G) Rank 2
388.04 2.9 8.4 3.4 29.1 39.3 29.0 17.8
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
334.20 1.1 4.0 5.1 29.0 39.0 29.5 16.3
Religare Invesco Tax Plan (G) Rank 1
239.56 3.2 6.6 4.0 27.8 41.0 29.0 16.6
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.09 2.7 5.4 3.8 27.6 33.1 -- --
Birla SL Tax Savings (G) Not Ranked
25.76 3.3 4.4 1.6 27.6 34.7 23.8 12.3
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 3.4 4.4 1.4 27.6 35.6 -- --
Edelweiss ELSS Fund (G) Not Ranked
56.67 2.7 5.3 3.6 27.2 32.6 26.2 14.2
Escorts Tax Plan - Direct (G) Not Ranked
0.04 2.1 -0.2 -3.4 27.1 35.6 -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.33 1.8 7.9 1.0 26.6 39.5 -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
1.83 4.5 7.8 1.3 26.6 36.7 24.0 11.1
Escorts Tax Plan (G) Not Ranked
2.91 2.1 -0.2 -3.4 26.2 35.5 18.6 2.8
JM Tax Gain Fund (G) Not Ranked
31.85 1.7 7.4 0.5 25.5 38.2 27.1 10.3
L&T Tax Saver Fund (G) Not Ranked
29.46 5.3 8.9 1.8 25.2 35.6 23.7 10.9
Sundaram Tax Saver -Direct (G) Not Ranked
13.85 3.3 7.5 1.5 25.2 33.0 -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.20 2.1 6.1 1.5 25.2 33.5 -- --
Sundaram Tax Saver (G) Rank 4
1,155.75 3.2 7.4 1.4 24.8 32.6 22.4 11.9
SBI Tax Advantage Sr-1 (G) Not Ranked
405.38 3.2 3.5 4.9 24.6 46.4 30.8 13.3
LIC NOMURA Tax Plan - Direct (G) Not Ranked
1.75 1.1 2.3 -1.0 24.5 33.7 -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
41.69 3.2 3.3 1.4 24.5 45.5 32.8 --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
14.14 3.8 6.9 2.6 24.2 38.2 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
151.51 1.5 -0.9 -5.8 24.0 52.9 -- --
Tata Tax Advantage Fund-1(G) Not Ranked
99.12 3.6 4.8 1.1 24.0 32.3 23.3 14.2
LIC NOMURA Tax Plan (G) Not Ranked
47.17 1.0 2.2 -1.1 23.8 32.7 23.9 12.1
DSP-BRTax Saver Fund (G) Rank 3
1,096.27 3.7 6.8 2.3 23.4 37.5 27.6 14.2
L&T Tax Advantage -Direct (G) Not Ranked
29.39 3.7 7.0 2.5 23.4 33.2 -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.51 1.6 4.8 1.1 23.1 33.0 -- --
JPMorgan Tax Advantage (G) Not Ranked
10.55 2.0 5.7 0.3 23.0 31.8 22.4 12.5
Reliance Tax Saver (ELSS) (G) Rank 2
4,294.44 1.5 -1.1 -6.1 23.0 51.8 30.3 17.7
L&T Tax Advantage (G) Rank 4
1,558.76 3.7 6.8 2.2 22.7 32.4 23.5 13.0
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.00 1.6 4.6 0.6 22.1 32.3 23.8 11.7
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 3.1 3.4 -0.9 22.0 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
96.23 0.6 5.3 0.5 21.3 36.7 -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
46.39 1.5 4.4 0.2 21.3 31.4 23.1 11.2
DWS Tax Saving Fund -Direct (G) Not Ranked
0.56 2.4 4.9 0.5 21.2 30.2 -- --
Reliance ELSF - Series 1 (G) Not Ranked
125.88 3.1 4.2 -2.8 21.2 36.2 22.1 12.9
Tata Infra Tax Saving Fund (G) Not Ranked
6.78 3.4 4.4 -1.8 20.9 33.5 16.7 4.2
SBI Magnum Tax Gain (G) Rank 3
4,788.51 0.6 5.2 0.3 20.6 36.0 25.2 14.0
DWS Tax Saving Fund (G) Not Ranked
44.35 2.4 4.6 -0.1 20.3 29.5 23.5 9.7
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.09 3.0 3.0 -1.5 19.8 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
27.74 3.2 5.3 -0.9 19.8 31.5 -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
13.68 2.5 5.6 -0.5 19.3 29.0 -- --
Can Robeco Eqty TaxSaver (G) Rank 4
849.57 3.1 5.1 -1.2 19.2 30.9 22.4 13.6
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.64 2.6 4.7 -1.9 19.0 35.8 -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
96.03 4.2 4.3 -0.7 18.4 40.6 -- --
UTI Equity Tax Saving (G) Rank 3
590.69 2.5 5.4 -0.9 18.3 28.1 21.2 11.5
HSBC Tax Saver Equity Fund (G) Rank 3
183.33 2.6 4.5 -2.3 18.2 34.9 24.6 13.6
ICICI Pru Tax Plan (G) Rank 3
2,529.16 4.1 4.1 -1.1 17.4 39.5 26.4 15.1
Taurus Tax Shield - Direct (G) Not Ranked
0.75 2.8 4.9 1.7 17.3 28.4 -- --
Principal Tax Savings - Direct Not Ranked
1.73 1.8 5.0 -0.7 17.1 37.9 -- --
Tata Tax Saving Fund - Regular Plan (D) Rank 3
184.61 4.4 6.2 -1.3 16.8 27.0 20.6 12.5
Taurus Tax Shield (G) Not Ranked
79.30 2.6 4.4 1.2 16.6 27.8 19.2 9.9
Principal Tax Savings Rank 3
264.77 1.7 4.9 -0.9 16.4 37.3 26.9 13.4
Union KBC Tax Saver - Direct (G) Not Ranked
2.42 1.1 2.6 -2.8 16.4 27.6 -- --
UTI Long Term Advantage S2 (G) Not Ranked
133.46 2.6 6.2 -0.3 16.2 29.7 21.4 11.7
UTI Long Term Advantage (G) Not Ranked
221.08 2.6 6.2 -0.3 16.2 28.5 20.4 9.7
Union KBC Tax Saver Scheme (G) Not Ranked
78.65 1.0 2.4 -3.1 15.9 27.1 23.1 --
UTI Master Equity Plan (US) Not Ranked
1,645.58 3.2 6.2 -1.6 15.7 27.4 21.0 11.9
Principal Personal Tax Saver Rank 4
351.91 2.2 4.7 -2.0 15.5 30.8 21.4 10.3
IDFC Tax Saver Fund (G) Not Ranked
37.52 -1.6 -0.8 -5.7 13.2 24.2 20.7 11.4
HDFC Tax Saver - Direct (G) Not Ranked
172.28 1.2 1.4 -4.9 12.7 36.6 -- --
HDFC Tax Saver (G) Rank 5
4,794.98 1.2 1.3 -5.1 12.3 35.8 22.9 12.0
Quantum Tax Saving Fund (G) Not Ranked
33.77 0.5 3.9 -1.4 10.6 27.8 20.5 12.9
HDFC Long Term Advant. - Direct (G) Not Ranked
42.45 0.7 1.9 -2.1 10.6 30.8 -- --
HDFC Long Term Advantage (G) Rank 5
1,126.60 0.7 1.8 -2.4 10.1 30.2 22.3 12.9
Sahara Taxgain - Direct (G) Not Ranked
0.84 2.8 6.6 -2.4 7.8 30.7 -- --
Sahara Taxgain (G) Not Ranked
9.54 2.7 6.4 -2.7 7.3 30.2 19.1 11.0
Religare Invesco AGILE Tax (G) Not Ranked
5.15 3.0 4.9 -3.6 6.7 13.6 11.9 8.1
Tata Tax Saving Fund - Direct (G) Not Ranked
31.88 4.5 6.4 3.4 -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
40.63 3.8 3.4 -- -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.97 3.9 3.5 -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
33.67 4.7 4.2 -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.67 3.1 3.4 -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
41.24 3.0 3.0 -- -- -- -- --
Tata Tax Saving Fund - Regular Plan (G) Not Ranked
1.43 4.4 6.2 3.1 -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.77 4.7 4.3 -- -- -- -- --
CATEGORY AVERAGE 2.6 4.6 0.0 20.5 30.3 20.5 10.3

Note : Returns have been calculated based on NAV's as on Jul 29, 2015 & Index values as on Jul 29, 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.

Quick Links (Mouseover on for more information)
Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.