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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 Oct 22, 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 1.5 11.3 49.0 95.7 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 1.5 11.1 48.5 94.3 35.7 30.5 20.8
SBI Tax Advantage Sr-2 (G) Not Ranked
38.94 -0.3 9.6 38.8 80.9 34.1 -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
351.87 -1.2 8.9 39.2 78.8 32.9 26.1 14.0
Axis Long Term Equity - Direct (G) Not Ranked
23.80 0.3 9.1 33.8 67.4 -- -- --
Axis Long Term Equity Fund (G) Rank 1
1,310.99 0.1 8.7 32.8 65.1 35.5 28.6 --
IDBI Equity Advantage -Direct (G) Not Ranked
0.87 0.4 12.6 39.3 63.2 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
68.49 0.2 12.4 38.8 62.1 -- -- --
ICICI Pru RIGHT Fund (G) Not Ranked
62.49 2.3 10.4 34.0 61.5 37.0 30.0 21.6
ICICI Pru Tax Plan- Direct (G) Not Ranked
33.18 0.6 7.5 30.6 59.1 -- -- --
HDFC Tax Saver - Direct (G) Not Ranked
74.77 -0.3 4.7 29.3 58.5 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,840.90 0.6 7.3 30.1 57.9 30.1 24.6 17.8
HDFC Tax Saver (G) Rank 3
4,036.36 -0.3 4.6 29.0 57.6 26.7 21.3 15.4
JM Tax Gain Fund -Direct (G) Not Ranked
0.05 0.5 7.0 29.9 56.4 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
1.56 -0.3 8.5 32.8 56.2 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
113.38 1.2 7.9 29.0 56.0 21.4 22.5 15.4
JM Tax Gain Fund (G) Not Ranked
31.40 0.4 6.8 29.4 54.8 25.4 20.8 8.8
Religare Invesco Tax Plan (G) Rank 2
159.04 -0.4 8.1 32.0 54.5 28.6 22.8 16.7
Sahara Taxgain - Direct (G) Not Ranked
0.49 -0.9 2.8 26.9 53.9 -- -- --
Principal Tax Savings - Direct Not Ranked
0.40 -0.3 5.1 28.6 53.5 -- -- --
Sahara Taxgain (G) Not Ranked
10.96 -0.9 2.8 26.7 53.4 24.4 20.6 13.6
Principal Tax Savings Rank 2
227.71 -0.4 5.0 28.3 52.9 28.8 26.3 13.6
Franklin (I) Tax Shield -Direct (G) Not Ranked
24.46 1.4 10.7 30.7 52.9 -- -- --
Franklin India Tax Shield (G) Rank 3
1,133.25 1.3 10.4 30.3 51.9 27.1 21.8 17.2
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.74 -1.5 5.6 25.7 51.8 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 3
183.20 -1.6 5.4 25.3 50.7 25.5 23.7 14.2
Birla SL Tax Relief 96-Direct (G) Not Ranked
12.74 -- 5.8 29.1 50.7 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
5.49 -0.9 5.6 29.9 50.0 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,503.25 -0.1 5.6 28.6 49.8 26.5 22.1 11.6
Birla Sun Life Tax Plan-Direct (G) Not Ranked
1.66 -- 5.6 28.6 49.5 -- -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 -1.1 4.7 26.2 49.5 -- -- --
Escorts Tax Plan (G) Not Ranked
2.72 0.2 8.6 27.5 49.5 14.2 8.2 2.6
DSP-BRTax Saver Fund (G) Rank 3
808.27 -1.0 5.4 29.5 49.2 27.2 24.0 14.7
SBI Magnum Tax Gain (G) Rank 3
4,327.68 -1.2 4.5 26.0 48.8 24.7 22.3 13.0
BNP Paribas Long Term Equity-DP (G) Not Ranked
0.99 0.8 8.2 32.6 48.6 -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.01 0.2 8.7 27.9 48.6 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
135.05 -0.1 5.4 28.1 48.4 25.7 21.6 13.3
BNP Paribas Long Term Equity (G) Rank 2
203.73 0.8 8.1 32.5 48.3 28.8 23.8 15.9
HDFC Long Term Advant. - Direct (G) Not Ranked
19.04 -2.0 2.7 22.7 47.6 -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.39 0.6 2.3 24.6 47.0 12.0 11.8 3.1
HDFC Long Term Advantage (G) Rank 3
967.64 -2.1 2.6 22.4 46.9 25.9 21.5 15.4
Kotak Tax Saver - Direct (G) Not Ranked
1.12 1.3 10.0 30.4 46.8 -- -- --
Kotak Tax Saver (G) Rank 5
369.34 1.3 9.9 30.1 46.1 18.4 17.1 10.5
Quantum Tax Saving Fund (G) Not Ranked
20.43 1.3 7.4 23.6 43.0 24.4 22.0 16.6
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.33 -1.1 6.3 26.2 42.8 -- -- --
L&T Tax Saver Fund (G) Not Ranked
28.82 1.2 5.5 22.3 42.3 22.6 17.8 9.3
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
4.09 -2.5 4.7 25.3 42.3 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
15.53 -0.2 5.6 25.8 42.1 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
125.42 -0.6 3.7 24.3 42.0 21.2 17.8 12.0
L&T Tax Advantage -Direct (G) Not Ranked
14.49 0.2 6.2 24.3 41.7 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
699.44 -0.2 5.6 25.5 41.5 22.2 20.1 15.3
LIC NOMURA Tax Plan (G) Not Ranked
30.84 -1.2 6.0 25.5 41.4 22.6 18.0 9.8
UTI Long Term Advantage (G) Not Ranked
204.16 -0.6 3.6 24.0 41.3 18.8 17.0 9.7
Principal Personal Tax Saver Rank 4
353.73 -0.4 3.9 21.7 41.1 22.0 19.5 10.7
L&T Long Term Adv. Fund - I (G) Not Ranked
1.68 0.8 5.9 20.5 41.1 22.3 18.5 11.9
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
194.72 -2.6 4.3 24.6 40.9 25.7 21.2 14.6
Sundaram Tax Saver -Direct (G) Not Ranked
6.78 -0.5 5.9 24.6 40.9 -- -- --
L&T Tax Advantage (G) Rank 4
1,262.67 0.2 6.0 23.9 40.8 22.5 18.1 14.4
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.06 -0.2 4.9 23.2 40.8 -- -- --
Sundaram Tax Saver (G) Rank 5
1,139.83 -0.5 5.9 24.3 40.4 19.4 18.3 9.5
Tata Tax Advantage Fund-1(G) Not Ranked
84.41 -1.0 6.2 23.8 39.7 21.8 18.0 13.9
JPMorgan Tax Advantage (G) Not Ranked
5.99 -0.2 4.7 22.6 39.6 20.3 16.8 12.2
Union KBC Tax Saver - Direct (G) Not Ranked
0.79 1.1 3.8 22.5 38.7 -- -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.29 0.3 5.3 23.6 38.6 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
66.83 1.1 3.8 22.3 38.5 23.7 -- --
ING Tax Saving -Direct (G) Not Ranked
0.05 0.2 3.5 22.2 38.3 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 0.2 5.3 23.4 38.2 23.3 18.8 10.2
Tata Tax Saving Fund - Direct Not Ranked
1.47 -1.1 6.3 26.2 37.8 -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
4.47 -0.6 5.2 23.4 37.8 -- -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
32.62 0.2 5.1 23.0 37.3 22.5 18.2 9.7
UTI Equity Tax Saving (G) Rank 4
453.64 -0.7 5.0 23.0 37.1 20.5 17.4 11.1
DWS Tax Saving Fund (G) Not Ranked
42.77 -0.4 5.6 23.8 37.0 23.1 18.4 9.3
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.25 0.3 5.7 23.2 37.0 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.16 -0.5 5.5 24.0 36.9 -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.26 0.1 3.0 21.6 36.7 -- -- --
ING Tax Saving (G) Not Ranked
23.44 0.1 3.3 21.5 36.7 19.3 14.4 11.3
Tata Tax Saving Fund Rank 3
144.15 -1.2 6.1 25.7 36.6 21.2 18.0 12.9
Edelweiss ELSS Fund (G) Not Ranked
32.96 0.3 5.6 23.0 36.5 23.0 19.5 12.8
UTI Master Equity Plan (US) Not Ranked
1,428.55 -1.0 4.6 21.2 36.4 20.6 17.5 11.8
Taurus Tax Shield (G) Not Ranked
90.33 0.1 2.9 21.5 36.2 16.9 15.9 9.9
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.08 1.0 6.5 26.9 33.2 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
29.52 0.9 6.3 26.4 32.2 15.2 12.9 5.1
IDFC Tax Saver Fund (G) Not Ranked
34.86 -1.9 2.6 16.8 28.1 21.1 17.9 12.0
Religare Invesco AGILE Tax (G) Not Ranked
6.19 -1.6 -2.2 2.6 10.3 8.8 10.8 7.2
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
22.97 -0.6 9.9 40.0 -- -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.23 -0.6 9.9 40.1 -- -- -- --
CATEGORY AVERAGE -0.1 6.0 26.7 45.3 13.2 10.6 6.5

Note : Returns have been calculated based on NAV's as on Oct 22, 2014 & Index values as on Oct 22, 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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