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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 Jul 06, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
IDBI Equity Advantage -Direct (G) Not Ranked
3.75 7.7 -0.2 7.4 40.2 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
267.39 7.7 -0.3 7.0 39.2 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
83.73 5.5 -1.8 9.7 32.3 46.0 -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
8.43 6.7 1.0 16.5 31.8 41.0 -- --
Kotak Tax Saver - Direct (G) Not Ranked
2.52 6.6 -0.3 9.6 31.5 35.3 -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
55.24 5.5 0.5 9.1 31.1 38.0 -- --
Axis Long Term Equity Fund (G) Rank 1
4,161.99 5.4 -2.0 9.1 30.5 44.2 34.1 22.3
Birla SL Tax Relief 96-Direct (G) Not Ranked
28.00 5.8 -1.6 10.1 30.4 40.5 -- --
Kotak Tax Saver - Regular (G) Rank 3
504.50 6.5 -0.6 8.9 30.3 34.4 21.8 12.5
ICICI Pru RIGHT Fund (G) Not Ranked
69.12 5.6 -1.3 9.5 30.2 46.0 34.0 22.4
Franklin India Tax Shield (G) Rank 2
1,616.05 5.5 0.2 8.6 30.1 37.0 26.8 18.0
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
306.46 6.6 0.7 15.7 29.7 39.3 29.6 17.5
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.80 6.7 -0.5 9.8 29.6 -- -- --
Birla SL Tax Relief 96 (G) Rank 2
1,980.10 5.8 -1.6 9.8 29.6 39.6 29.4 14.0
Birla Sun Life Tax Plan-Direct (G) Not Ranked
4.21 5.7 -1.6 9.7 29.5 39.4 -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
3.69 5.6 -0.1 11.5 29.4 40.4 -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
33.64 6.7 -0.7 9.5 29.2 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
233.91 5.7 -1.8 9.2 28.3 38.2 28.4 16.4
Escorts Tax Plan - Direct (G) Not Ranked
0.03 1.3 -1.6 5.3 28.2 34.6 -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
2.28 6.8 -0.1 11.7 28.1 39.1 -- --
BNP Paribas Long Term Equity (G) Rank 2
348.46 6.8 -0.2 11.3 27.5 38.6 28.3 18.1
Religare Invesco Tax Plan (G) Rank 1
230.36 5.4 -0.5 10.5 27.3 38.6 28.3 16.9
Escorts Tax Plan (G) Not Ranked
3.11 1.3 -1.6 4.7 27.2 34.5 16.3 3.9
LIC NOMURA Tax Plan - Direct (G) Not Ranked
1.17 4.4 -2.3 7.4 26.0 34.2 -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.85 6.1 0.1 12.1 25.9 32.0 -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 5.7 -1.7 9.3 25.3 33.7 -- --
Edelweiss ELSS Fund (G) Not Ranked
54.25 6.1 -- 11.8 25.3 31.5 25.9 14.8
LIC NOMURA Tax Plan (G) Not Ranked
43.99 4.4 -2.3 7.3 25.2 33.1 23.3 12.8
Birla SL Tax Savings (G) Not Ranked
27.12 5.8 -1.6 9.6 25.1 32.7 22.6 12.5
SBI Tax Advantage Sr-1 (G) Not Ranked
413.91 6.0 -2.4 10.0 24.3 43.4 29.9 14.4
JM Tax Gain Fund -Direct (G) Not Ranked
0.11 7.8 2.8 11.2 23.3 36.4 -- --
JM Tax Gain Fund (G) Not Ranked
33.93 7.6 2.4 10.7 22.3 35.3 27.0 10.8
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.19 6.5 -0.7 10.5 22.0 32.8 -- --
Tata Tax Advantage Fund-1(G) Not Ranked
103.20 4.8 -3.8 7.3 21.9 30.9 22.7 14.6
L&T Long Term Adv. Fund - I (G) Not Ranked
1.90 7.1 2.3 5.9 21.8 35.4 23.1 11.3
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.00 6.4 -1.4 9.2 21.7 32.7 -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
84.46 6.6 0.8 11.8 21.7 36.4 -- --
Sundaram Tax Saver -Direct (G) Not Ranked
11.83 8.0 1.0 9.1 21.2 30.4 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
107.42 6.3 -4.2 3.1 21.2 48.3 -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
55.72 4.8 -3.6 4.2 21.0 43.1 32.9 --
SBI Magnum Tax Gain (G) Rank 3
5,212.24 6.5 0.6 11.5 21.0 35.8 25.8 14.8
Sundaram Tax Saver (G) Rank 4
1,227.94 8.0 0.9 8.9 20.8 29.9 21.9 12.5
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 6.4 -1.6 8.7 20.8 32.0 23.9 12.7
DSP-BRTax Saver Fund -Direct (G) Not Ranked
11.66 6.4 0.4 8.3 20.4 35.6 -- --
L&T Tax Advantage -Direct (G) Not Ranked
26.01 6.8 1.4 8.3 20.3 32.3 -- --
Reliance Tax Saver (ELSS) (G) Rank 2
4,094.47 6.2 -4.4 2.7 20.2 47.3 30.1 18.7
JPMorgan Tax Advantage (G) Not Ranked
9.97 6.4 -1.2 9.0 19.9 31.1 22.0 13.2
BOI AXA Tax Advtg -RP (G) Not Ranked
46.36 6.3 -1.8 8.3 19.9 31.1 23.2 12.2
DSP-BRTax Saver Fund (G) Rank 3
1,098.37 6.4 0.2 7.9 19.7 34.8 26.8 14.6
L&T Tax Advantage (G) Rank 4
1,596.56 6.7 1.2 8.0 19.5 31.5 22.7 13.6
DWS Tax Saving Fund -Direct (G) Not Ranked
0.25 6.2 -0.6 8.1 19.4 29.4 -- --
L&T Tax Saver Fund (G) Not Ranked
31.80 7.6 2.9 5.5 18.7 34.1 22.2 11.0
DWS Tax Saving Fund (G) Not Ranked
46.79 6.1 -1.0 7.4 18.4 28.7 23.2 10.7
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
25.51 6.1 -2.3 6.7 18.0 30.6 -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
11.03 6.3 -1.7 6.9 17.5 28.5 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.29 4.9 -2.9 5.4 17.4 -- -- --
Can Robeco Eqty TaxSaver (G) Rank 4
887.30 6.1 -2.4 6.4 17.4 30.0 21.4 13.8
Reliance ELSF - Series 1 (G) Not Ranked
135.34 4.9 -1.7 0.1 17.0 32.9 21.3 13.0
UTI Equity Tax Saving (G) Rank 3
575.71 6.3 -1.9 6.4 16.5 27.6 20.6 12.1
IDFC Tax Saver Fund (G) Not Ranked
39.50 4.6 -4.5 9.7 16.3 26.0 22.2 13.0
Union KBC Tax Saver - Direct (G) Not Ranked
1.63 6.4 -1.6 5.1 16.3 27.3 -- --
Union KBC Tax Saver Scheme (G) Not Ranked
82.56 6.4 -1.8 4.7 15.8 26.9 23.1 --
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.22 6.2 0.2 5.6 15.7 32.5 -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.38 7.0 -0.8 8.7 15.4 27.0 -- --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
42.14 4.7 -3.3 4.7 15.3 -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
7.36 5.6 -2.2 5.1 15.2 29.1 16.1 4.3
HSBC Tax Saver Equity Fund (G) Rank 3
202.82 6.1 -- 5.2 14.9 31.6 24.2 14.3
Taurus Tax Shield (G) Not Ranked
92.36 6.8 -1.2 8.2 14.8 26.5 18.3 10.9
Tata Tax Saving Fund - Plan A (D) Rank 3
187.63 4.9 -2.4 4.3 14.1 25.2 19.8 12.7
Principal Tax Savings - Direct Not Ranked
1.41 7.7 0.7 7.3 14.0 35.9 -- --
UTI Long Term Advantage (G) Not Ranked
232.30 6.7 -0.7 7.4 13.6 26.7 19.7 10.0
UTI Long Term Advantage S2 (G) Not Ranked
140.87 6.7 -0.7 7.3 13.5 28.4 20.6 12.3
Principal Tax Savings Rank 3
272.55 7.7 0.6 7.0 13.4 35.3 26.5 14.2
UTI Master Equity Plan (US) Not Ranked
1,722.16 5.8 -- 4.9 13.0 25.9 20.3 12.3
Principal Personal Tax Saver Rank 4
373.58 6.1 -0.8 6.3 12.9 30.3 21.1 10.8
ICICI Pru Tax Plan- Direct (G) Not Ranked
78.34 4.1 -2.4 4.3 12.6 37.8 -- --
ICICI Pru Tax Plan (G) Rank 3
2,477.60 4.0 -2.6 3.8 11.7 36.7 25.1 15.3
HDFC Long Term Advant. - Direct (G) Not Ranked
38.18 5.4 -0.8 4.0 10.4 30.4 -- --
HDFC Long Term Advantage (G) Rank 5
1,159.04 5.4 -0.9 3.7 9.9 29.8 22.0 13.8
Quantum Tax Saving Fund (G) Not Ranked
31.43 4.3 0.1 3.9 9.8 27.6 20.7 13.8
HDFC Tax Saver - Direct (G) Not Ranked
146.68 4.9 -1.8 1.1 8.5 35.5 -- --
HDFC Tax Saver (G) Rank 5
5,000.51 4.8 -1.9 0.9 8.1 34.8 22.1 12.8
Religare Invesco AGILE Tax (G) Not Ranked
5.66 6.8 -2.4 2.9 6.6 12.5 12.0 9.1
Sahara Taxgain - Direct (G) Not Ranked
0.77 6.0 2.3 2.7 0.9 30.8 -- --
Sahara Taxgain (G) Not Ranked
11.34 5.9 2.1 2.5 0.5 30.3 18.9 11.8
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
25.48 5.6 -2.2 -- -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
1.86 5.6 -2.1 -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
2.66 6.4 -1.0 -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.29 4.9 -2.9 -- -- -- -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
16.83 4.9 -2.3 9.6 -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.94 4.9 -2.4 9.0 -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.14 4.7 -3.3 -- -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.14 6.5 -0.9 -- -- -- -- --
CATEGORY AVERAGE 5.8 -1.1 6.8 18.6 29.1 20.0 10.8

Note : Returns have been calculated based on NAV's as on Jul 06, 2015 & Index values as on Jul 06, 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.

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