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Performance Tracker

ELSS

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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 Aug 17, 2018
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 18
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
DSP BR Tax Saver Fund - Direct (G) Rank 4
432.65 6.4 4.0 4.0 9.3 15.2 13.5 23.9
Invesco India Tax Plan - DP (G) Rank 1
26.14 5.3 6.9 11.3 21.5 19.5 14.6 26.0
Axis Long Term Equity - Direct (G) Rank 2
1,176.21 2.1 5.0 12.1 20.2 18.4 12.8 27.3
BOI AXA Tax Advantage - Direct (G) Not Ranked
11.78 6.0 -0.3 4.9 20.2 21.4 14.4 22.9
Invesco India Tax Plan (G) Rank 1
479.08 5.2 6.4 10.5 19.6 17.6 12.7 24.1
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.48 6.0 -0.4 4.7 19.6 20.7 13.7 22.2
Sponsored Advt.
Kotak Tax Saver - Direct (G) Not Ranked
27.74 4.9 4.8 5.8 8.7 15.3 11.4 22.5
Axis Long Term Equity Fund (G) Rank 2
14,939.31 2.0 4.8 11.6 19.0 17.1 11.6 25.8
CR Equity Tax Saver Fund - D (G) Rank 3
52.65 6.9 8.9 11.9 18.8 18.1 12.1 20.0
BOI AXA Tax Advtg -RP (G) Not Ranked
130.62 5.9 -0.6 4.3 18.6 19.8 12.8 21.3
Taurus Tax Shield - Direct (G) Not Ranked
1.33 5.0 5.5 8.4 18.0 18.9 14.4 20.7
ICICI Pru RIGHT Fund (G) Not Ranked
55.08 4.5 6.0 7.0 17.8 18.6 12.1 25.0
Sponsored Advt.
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 3
372.40 5.2 6.9 7.4 17.6 14.0 11.9 23.0
CR Equity Tax Saver Fund (G) Rank 3
813.70 6.9 8.7 11.5 17.8 17.2 11.3 19.3
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 3
372.40 5.2 6.9 7.4 17.6 14.0 11.9 23.0
ABSL Tax Relief '96-Direct (G) Rank 2
463.99 4.5 2.8 5.6 17.6 18.8 14.2 26.0
ABSL Tax Plan-Direct (G) Not Ranked
62.42 4.6 2.8 5.6 17.5 18.6 13.9 25.4
Taurus Tax Shield (G) Not Ranked
51.41 4.9 5.3 8.1 17.3 18.3 13.3 19.8
SBI LTAF-Sr-4 Regular- Direct (G) Not Ranked
12.60 6.2 0.1 0.4 16.4 -- -- --
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
4,658.41 5.1 6.6 6.9 16.2 12.6 10.5 21.7
ABSL Tax Plan (G) Not Ranked
623.17 4.5 2.5 5.1 16.2 17.3 12.7 24.2
ABSL Tax Relief '96 (G) Rank 2
4,539.51 4.4 2.5 5.0 16.2 17.6 13.1 24.9
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
79.39 6.8 6.6 6.7 15.7 24.1 -- --
SBI LTAF-Sr-4 Regular (G) Not Ranked
133.12 6.1 -0.2 -0.2 15.2 -- -- --
LIC Tax Plan - Direct (G) Not Ranked
7.96 3.9 2.3 5.1 14.8 16.6 10.4 20.5
IDBI Equity Advantage -Direct (G) Rank 3
22.21 2.5 0.9 5.1 14.7 14.4 9.6 --
LIC Tax Plan (G) Not Ranked
147.63 3.7 2.0 4.5 13.4 15.3 9.3 19.4
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.41 5.3 4.3 5.2 13.0 16.4 -- --
Edelweiss Tax Advantage -Direct (G) Not Ranked
0.41 3.6 2.3 4.2 12.7 13.8 9.8 20.0
IDBI Equity Advantage - Reg (G) Rank 3
642.81 2.4 0.5 4.2 12.6 12.6 8.1 --
UTI Master Equity Plan (US) Not Ranked
1,906.60 6.0 7.8 8.3 13.5 15.8 11.9 19.9
Edelweiss Tax Advantage (G) Not Ranked
11.91 3.6 2.2 4.0 12.3 13.2 9.1 18.9
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
25.45 5.2 4.1 4.8 12.1 15.7 -- --
IDFC Tax Adv. (ELSS) -Direct (G) Rank 2
111.08 4.2 -1.9 -- 11.9 20.1 13.3 24.3
Invesco India AGILE Tax (G) Not Ranked
3.47 -2.6 -5.4 -6.7 11.8 14.6 3.5 7.8
UTI Long Term Advantage S2 (G) Not Ranked
135.80 -2.5 -5.0 5.1 11.8 17.4 8.3 15.7
DHFL Pramerica LTEF-DP. (G) Not Ranked
1.49 2.9 3.8 5.6 11.5 15.6 -- --
Principal Tax Savings - Direct Not Ranked
13.37 5.3 1.5 0.7 11.5 18.7 14.5 24.0
JM Tax Gain Fund -Direct (G) Not Ranked
0.88 3.9 3.2 6.4 11.4 18.2 13.5 24.5
HDFC Long Term Advant. - Direct (G) Not Ranked
130.42 4.8 4.4 3.3 11.3 17.4 13.8 21.7
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
1.08 5.4 4.3 5.4 11.1 15.6 10.3 --
UTI LTEF (Tax Saving) - Direct (G) Rank 4
50.35 6.0 3.4 4.0 11.4 14.1 10.5 19.2
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.82 4.7 0.3 -0.8 11.1 14.1 11.6 --
Tata India Tax Savings Fund - Direct (G) Rank 3
638.16 6.0 2.5 3.1 11.0 16.1 14.4 --
L&T Tax Advantage -Direct (G) Rank 2
112.59 3.9 1.3 2.7 11.0 19.3 13.8 22.2
DHFL Pramerica Tax Plan-DP (G) Not Ranked
1.49 2.7 3.9 5.2 11.0 15.7 13.0 21.0
Edelweiss LT Equity Fund - Direct (G) Not Ranked
2.06 3.0 2.1 1.3 10.9 13.8 9.4 19.1
Principal Tax Savings Not Ranked
372.89 5.2 1.3 0.2 10.8 18.1 14.0 23.4
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
32.98 5.4 4.2 5.2 10.7 15.2 9.9 --
HDFC Long Term Advantage (G) Not Ranked
1,466.27 4.8 4.2 2.9 10.6 16.6 13.0 21.0
SBI Tax Advantage Sr-1 (G) Not Ranked
406.73 -2.3 -5.5 3.4 10.5 18.1 7.5 20.1
IDFC Tax Advantage (ELSS)-RP (G) Rank 2
943.06 4.1 -2.2 -0.7 10.5 18.8 12.0 22.8
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
26.34 4.6 -- -1.3 10.5 13.7 11.3 --
JM Tax Gain Fund (G) Not Ranked
31.63 3.8 3.0 6.0 10.5 16.8 11.7 22.9
Union Tax Saver - Direct (G) Not Ranked
6.43 3.3 4.0 3.9 11.2 10.7 6.2 15.6
UTI LTEF (Tax Saving) (G) Rank 3
918.47 5.9 3.2 3.5 10.5 13.1 9.4 18.2
L&T Tax Advantage (G) Rank 2
2,878.05 3.8 1.1 2.3 10.1 18.3 13.0 21.3
Union Tax Saver Scheme (G) Not Ranked
197.09 3.3 3.9 3.6 10.6 9.8 5.2 14.9
Franklin India Tax Shield (G) Rank 3
3,118.09 3.5 3.1 5.9 9.7 11.8 9.0 21.1
Edelweiss LT Equity Fund (G) Not Ranked
73.46 2.9 1.8 0.6 9.7 12.6 8.4 18.2
Franklin (I) Tax Shield -Direct (G) Rank 3
357.80 3.6 3.3 6.4 10.8 12.9 10.1 22.2
Tata India Tax Savings Fund - Reg (G) Rank 3
83.11 5.9 2.2 2.6 9.7 14.8 13.1 --
DHFL Pramerica LTEF-(G) Not Ranked
128.71 2.7 3.3 4.5 9.4 13.8 -- --
DSP BR Tax Saver Fund - Direct (G) Rank 4
432.65 6.4 4.0 4.0 9.3 15.2 13.5 23.9
DHFL Pramerica Tax Plan (G) Not Ranked
43.28 2.5 3.3 4.2 8.9 13.8 11.3 19.6
SBI Tax Advantage Sr-2 (G) Not Ranked
30.59 9.0 4.6 0.9 8.9 16.9 14.9 27.0
L&T Long Term Adv. Fund - I (G) Not Ranked
2.35 4.1 3.2 4.4 8.8 15.5 13.5 23.1
Kotak Tax Saver - Direct (G) Not Ranked
27.74 4.9 4.8 5.8 8.7 15.3 11.4 22.5
Motilal Oswal Long Term Eq - D (G) Not Ranked
111.10 1.3 0.3 2.7 8.4 22.2 17.4 --
DSP BR Tax Saver Fund - Regular (G) Rank 4
3,493.31 6.3 3.8 3.5 8.2 13.9 12.4 22.9
Principal Personal Tax Saver Not Ranked
315.63 5.6 2.4 1.2 7.8 10.7 8.3 17.5
Kotak Tax Saver - Regular (G) Rank 3
697.22 4.8 4.5 5.2 7.5 13.7 9.8 21.2
Sundaram Diversified Equity -Direct (G) Not Ranked
50.48 4.9 1.3 3.1 7.5 14.1 11.7 20.8
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
8.21 5.1 2.6 3.6 7.4 13.3 9.6 --
Escorts Tax Plan - Direct (G) Not Ranked
2.04 4.3 4.0 2.1 7.4 12.4 16.7 24.6
Motilal Oswal Long Term Eq - (G) Not Ranked
671.17 1.2 -- 2.1 7.0 20.5 15.7 --
Escorts Tax Plan (G) Not Ranked
5.60 4.3 3.9 1.7 6.9 12.2 16.5 24.4
Quantum Tax Saving Fund - D(G) Not Ranked
60.32 2.3 3.6 3.0 6.9 10.5 12.2 18.4
Sundaram Diversified Equity (G) Rank 3
2,546.46 4.8 1.2 2.8 6.9 13.5 11.2 20.3
Quantum Tax Saving Fund - (G) Not Ranked
0.50 2.3 3.5 2.9 6.7 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
3.88 5.4 1.4 0.5 6.6 14.9 11.3 22.1
UTI Long Term Advantage S3 (G) Not Ranked
11.18 5.9 -1.7 -3.3 6.7 15.3 -- --
SBI Magnum Tax Gain - Direct (G) Rank 5
312.37 6.8 3.6 0.3 6.3 10.7 7.7 19.7
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
122.33 5.0 2.4 3.3 6.3 12.2 8.6 --
HDFC Tax Saver - Direct (G) Rank 4
521.59 6.2 3.7 -- 6.2 14.6 9.9 20.9
BNP Paribas Long Term Equity-DP (G) Rank 4
9.30 3.3 1.2 2.0 5.8 11.2 7.6 19.7
HSBC Tax Saver Equity Fund (G) Not Ranked
178.95 5.4 1.2 0.1 5.8 14.1 10.5 21.2
SBI Magnum Tax Gain (G) Rank 5
6,111.16 6.8 3.4 -0.1 5.5 9.9 7.0 19.0
UTI Long Term Advantage S3 (G) Not Ranked
288.99 5.8 -2.0 -3.8 5.3 13.3 -- --
HDFC Tax Saver (G) Rank 4
6,563.84 6.2 3.5 -0.5 5.4 13.8 9.1 20.2
BNP Paribas Long Term Equity (G) Rank 4
568.43 3.2 0.9 1.4 4.6 10.1 6.6 18.9
Mahindra MF KBY - DP (G) Not Ranked
3.90 4.4 2.1 1.0 4.3 -- -- --
Sahara Taxgain - Direct (G) Not Ranked
0.68 5.0 3.3 2.5 3.1 11.9 8.6 17.6
Mahindra MF KBY - RP (G) Not Ranked
206.14 4.2 1.5 -0.1 1.9 -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
4.07 5.9 -0.8 -3.7 1.7 9.6 9.5 --
Sahara Taxgain (G) Not Ranked
6.31 4.9 3.0 1.8 1.7 10.5 7.4 16.6
Tata Infra Tax Saving Fund (G) Not Ranked
6.45 4.9 -4.8 -6.3 1.6 7.9 5.7 17.6
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
53.89 5.8 -1.1 -4.2 1.1 9.2 9.2 --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
2.68 5.3 -2.2 -4.4 0.6 10.3 10.2 --
UTI Long Term Advantage S5 (G) Not Ranked
4.45 7.7 0.6 -5.5 1.2 -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
50.54 5.2 -2.4 -4.9 0.1 10.0 9.9 --
UTI Long Term Advantage S5 (G) Not Ranked
132.10 7.5 0.1 -6.4 -0.9 -- -- --
UTI Long Term Advantage S4 (G) Not Ranked
6.28 6.7 -1.8 -7.6 -2.0 -- -- --
Reliance Tax Saver(ELSS)-Direct (G) Rank 5
706.48 6.9 -0.6 -9.8 -3.9 9.3 7.9 25.0
UTI Long Term Advantage S4 (G) Not Ranked
139.90 6.5 -2.3 -8.4 -4.0 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 5
9,729.27 6.8 -0.8 -10.2 -4.8 8.3 7.0 24.0
UTI Long Term Advantage S6 (G) Not Ranked
274.09 3.9 -2.5 -3.1 -- -- -- --
UTI Long Term Advantage S6 (G) Not Ranked
10.02 4.1 -1.9 -2.0 -- -- -- --
UTI Long Term Advantage S7 (G) Not Ranked
10.99 3.6 -2.7 -- -- -- -- --
UTI Long Term Advantage S7 (G) Not Ranked
0.20 3.8 -2.2 -- -- -- -- --
SBI LTAF-Sr-6 Regular (G) Not Ranked
0.00 -- -- -- -- -- -- --
Indiabulls Tax Savings Fund-DP (G) Not Ranked
25.36 3.3 1.6 -1.1 -- -- -- --
SBI LTAF-Sr-5 Regular- Direct (G) Not Ranked
1.09 5.3 0.8 -- -- -- -- --
Sundaram LT Tax Adv.- Sr-III- RP (G) Not Ranked
1.38 1.4 -7.3 -- -- -- -- --
Sundaram LT Tax Adv.- Sr-III- DP (G) Not Ranked
0.05 1.5 -6.9 -- -- -- -- --
Sundaram LT Tax Adv.- Sr-IV- RP (G) Not Ranked
0.00 0.9 -- -- -- -- -- --
Sundaram LT Tax Adv.- Sr-IV- DP (G) Not Ranked
0.00 1.0 -- -- -- -- -- --
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 (G) Not Ranked
15.16 5.2 0.4 -- -- -- -- --
Indiabulls Tax Savings Fund-RP (G) Not Ranked
33.16 3.2 1.3 -1.6 -- -- -- --
SBI LTAF-Sr-6 Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 4.5 0.8 1.3 7.9 11.4 7.8 13.0

Note : Returns have been calculated based on NAV's as on Aug 17, 2018 & Index values as on Aug 17, 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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