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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 Feb 11, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
119.50 -8.1 -8.8 -11.4 -12.1 20.8 16.7 --
Escorts Tax Plan - Direct (G) Not Ranked
0.04 -8.8 -3.7 -6.1 -7.1 28.4 16.1 --
Escorts Tax Plan (G) Not Ranked
2.76 -9.0 -3.8 -6.3 -7.3 27.7 15.7 4.0
Axis Long Term Equity - Direct (G) Not Ranked
222.67 -6.5 -6.3 -12.7 -7.8 29.3 25.4 --
Tata India Tax Savings Fund - Direct (G) Not Ranked
43.23 -10.4 -9.0 -11.9 -8.2 -- -- --
Axis Long Term Equity Fund (G) Rank 1
6,256.92 -6.6 -6.5 -13.2 -8.8 27.6 23.9 18.8
Tata India Tax Savings Fund - Reg (G) Not Ranked
2.44 -10.4 -9.2 -12.6 -9.2 -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.84 -11.3 -10.1 -15.6 -9.2 -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
34.07 -11.3 -10.1 -15.6 -9.5 -- -- --
Tata India Tax Savings Fund - Reg (D) Rank 1
188.10 -10.5 -9.3 -12.7 -9.6 17.1 11.2 9.4
Quantum Tax Saving Fund (G) Not Ranked
35.84 -7.4 -6.0 -8.8 -10.0 14.4 10.8 9.9
SBI Tax Advantage Sr-1 (G) Not Ranked
374.37 -10.1 -7.7 -14.5 -10.3 23.5 17.7 11.9
Birla SL Tax Relief 96-Direct (G) Not Ranked
43.55 -8.4 -7.2 -13.0 -10.4 25.8 19.2 --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
7.32 -8.0 -6.9 -12.8 -10.5 25.1 18.6 --
L&T Tax Saver Fund (G) Not Ranked
28.44 -10.7 -11.8 -15.3 -10.7 17.4 14.1 7.7
L&T Long Term Adv. Fund - I (G) Not Ranked
1.84 -10.2 -11.3 -14.7 -11.0 16.6 13.7 9.1
Birla SL Tax Relief 96 (G) Rank 2
1,904.12 -8.4 -7.4 -13.4 -11.0 24.8 18.4 12.3
Franklin (I) Tax Shield -Direct (G) Not Ranked
93.31 -6.1 -8.6 -13.6 -11.1 23.5 17.0 --
IDBI Equity Advantage -Direct (G) Not Ranked
7.29 -5.4 -7.1 -13.5 -11.2 30.6 -- --
Birla Sun Life Tax Plan (G) Rank 2
276.61 -8.1 -7.1 -13.2 -11.3 23.9 17.6 13.2
Religare Invesco Tax Plan - DP (G) Not Ranked
6.94 -8.9 -10.3 -15.4 -11.7 23.0 17.6 --
Birla SL Tax Savings (G) Not Ranked
24.26 -8.6 -7.8 -14.0 -11.8 20.8 13.2 8.8
IDBI Equity Advantage - Reg (G) Not Ranked
368.22 -5.5 -7.2 -13.8 -11.9 29.7 -- --
Franklin India Tax Shield (G) Rank 3
1,741.37 -6.2 -8.8 -14.0 -11.9 22.5 16.1 13.4
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.90 -9.5 -8.8 -14.6 -11.9 -- -- --
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 -8.6 -7.7 -13.9 -11.9 21.3 13.9 --
BNP Paribas Long Term Equity-DP (G) Not Ranked
3.96 -9.0 -8.5 -15.7 -12.0 21.9 16.1 --
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
119.50 -8.1 -8.8 -11.4 -12.1 20.8 16.7 --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
39.53 -9.5 -8.9 -14.7 -12.2 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
16.65 -9.7 -10.6 -15.0 -12.3 20.4 15.3 --
Tata Tax Advantage Fund-1(G) Not Ranked
97.00 -9.8 -10.7 -14.9 -12.3 18.7 13.9 10.7
DWS Tax Saving Fund -Direct (G) Not Ranked
0.70 -6.4 -8.1 -13.7 -12.4 17.7 13.8 --
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.14 -9.5 -10.6 -15.1 -12.5 16.8 16.4 --
BNP Paribas Long Term Equity (G) Rank 2
405.24 -9.0 -8.6 -16.0 -12.6 21.4 15.6 14.6
DSP-BRTax Saver Fund (G) Rank 3
1,087.20 -9.8 -10.8 -15.2 -12.9 19.7 14.7 11.5
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
2,674.98 -8.2 -9.0 -11.8 -12.9 19.7 15.8 12.2
Edelweiss ELSS Fund (G) Not Ranked
59.13 -9.6 -10.8 -15.4 -13.0 16.2 13.9 11.3
L&T Tax Advantage -Direct (G) Not Ranked
33.58 -9.1 -10.5 -16.3 -13.0 17.6 12.6 --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.22 -7.5 -9.2 -15.0 -13.1 18.9 13.1 --
Religare Invesco Tax Plan (G) Rank 2
247.69 -9.0 -10.7 -16.1 -13.2 21.1 16.1 13.0
DWS Tax Saving Fund (G) Not Ranked
42.37 -6.5 -8.4 -14.3 -13.5 16.5 12.6 8.4
L&T Tax Advantage (G) Rank 3
1,507.18 -9.1 -10.7 -16.6 -13.6 16.9 11.9 9.1
SBI Tax Advantage Sr-2 (G) Not Ranked
31.09 -11.5 -10.7 -15.4 -13.7 22.2 17.4 --
JPMorgan Tax Advantage (G) Not Ranked
11.48 -7.5 -9.4 -15.4 -14.5 17.3 11.8 8.7
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
14.88 -11.2 -10.4 -17.5 -14.6 18.5 15.2 --
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.79 -8.4 -11.5 -16.7 -14.7 15.1 14.0 --
Religare Invesco AGILE Tax (G) Not Ranked
4.78 -7.4 -8.2 -15.4 -14.9 -0.1 2.7 3.3
JM Tax Gain Fund -Direct (G) Not Ranked
0.42 -7.7 -8.1 -17.3 -14.9 21.6 15.3 --
UTI Equity Tax Saving - Direct (G) Not Ranked
16.50 -9.6 -10.3 -15.4 -15.4 15.3 11.3 --
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.77 -8.5 -11.7 -17.1 -15.5 14.3 13.4 9.1
Kotak Tax Saver - Direct (G) Not Ranked
4.61 -8.7 -11.5 -17.4 -15.5 21.5 10.7 --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
341.33 -11.3 -10.7 -18.0 -15.6 16.9 14.2 11.5
SBI Magnum Tax Gain - Direct (G) Not Ranked
114.21 -9.5 -12.3 -17.6 -15.7 17.2 13.9 --
HDFC Long Term Advant. - Direct (G) Not Ranked
46.89 -8.3 -10.6 -16.0 -15.7 12.8 11.5 --
BOI AXA Tax Advtg -RP (G) Not Ranked
46.69 -8.5 -11.8 -17.4 -16.1 13.5 12.7 8.5
HDFC Long Term Advantage (G) Rank 5
1,076.87 -8.3 -10.8 -16.3 -16.1 12.2 10.9 8.8
UTI Equity Tax Saving (G) Rank 3
601.52 -9.6 -10.5 -15.8 -16.2 14.3 10.5 8.0
SBI Magnum Tax Gain (G) Rank 4
4,604.80 -9.5 -12.4 -17.8 -16.2 16.5 13.3 10.6
Taurus Tax Shield - Direct (G) Not Ranked
0.91 -10.2 -11.4 -16.7 -16.3 12.2 7.3 --
JM Tax Gain Fund (G) Not Ranked
28.42 -7.8 -8.7 -18.2 -16.3 19.9 14.0 7.8
UTI Long Term Advantage S2 (G) Not Ranked
126.29 -9.9 -11.2 -16.7 -16.3 14.3 9.9 8.1
Sundaram Tax Saver -Direct (G) Not Ranked
15.83 -11.2 -12.7 -16.9 -16.4 16.4 10.2 --
UTI Long Term Advantage (G) Not Ranked
209.97 -9.9 -11.3 -16.7 -16.4 14.0 8.8 6.5
Sundaram Tax Saver (G) Rank 4
1,163.57 -11.2 -12.7 -17.0 -16.6 16.0 9.8 8.1
Kotak Tax Saver - Regular (G) Rank 3
482.27 -8.8 -11.8 -18.0 -16.7 20.3 9.8 8.2
ICICI Pru RIGHT Fund (G) Not Ranked
56.19 -9.6 -12.6 -19.9 -16.8 19.8 17.9 17.1
Principal Tax Savings - Direct Not Ranked
1.93 -13.2 -14.2 -17.6 -17.3 14.9 12.7 --
Sahara Taxgain - Direct (G) Not Ranked
0.89 -11.6 -10.5 -15.7 -17.4 10.5 10.2 --
UTI Master Equity Plan (US) Not Ranked
1,602.66 -9.8 -12.4 -17.4 -17.5 11.6 8.5 7.4
Taurus Tax Shield (G) Not Ranked
67.14 -10.3 -11.8 -17.5 -17.6 11.1 6.5 5.9
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
29.81 -10.9 -12.2 -16.8 -17.6 14.7 10.4 --
Principal Tax Savings Rank 3
256.35 -13.2 -14.3 -17.8 -17.7 14.4 12.1 10.0
Principal Personal Tax Saver Rank 4
323.03 -9.6 -12.5 -17.1 -17.7 12.3 9.2 6.9
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.94 -9.7 -12.1 -17.3 -17.9 16.3 12.1 --
Sahara Taxgain (G) Not Ranked
8.15 -11.6 -10.7 -16.1 -18.1 10.0 9.8 7.4
Can Robeco Eqty TaxSaver (G) Rank 4
805.93 -10.9 -12.4 -17.0 -18.1 14.1 9.9 9.6
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 -8.6 -10.7 -16.9 -18.4 13.3 -- --
HSBC Tax Saver Equity Fund (G) Not Ranked
174.14 -9.8 -12.3 -17.5 -18.5 15.5 11.3 10.2
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.09 -8.7 -10.9 -17.3 -19.4 14.0 -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
2.23 -8.7 -11.7 -19.7 -19.5 14.7 11.6 --
Union KBC Tax Saver - Direct (G) Not Ranked
2.91 -9.0 -10.3 -18.0 -19.8 11.8 9.6 --
LIC NOMURA Tax Plan (G) Not Ranked
48.56 -8.7 -11.8 -19.9 -19.9 13.9 10.7 7.2
Union KBC Tax Saver Scheme (G) Not Ranked
78.44 -9.0 -10.4 -18.3 -20.4 11.3 9.2 --
Tata Infra Tax Saving Fund (G) Not Ranked
6.22 -9.6 -12.2 -19.0 -20.5 18.8 6.9 2.0
Reliance ELSF - Series 1 (G) Not Ranked
118.97 -9.7 -14.4 -19.6 -20.6 14.8 10.3 9.7
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
182.05 -11.0 -12.3 -16.4 -22.0 27.7 19.0 --
IDFC Tax Saver Fund (G) Not Ranked
32.43 -5.8 -8.9 -15.7 -22.5 8.3 8.6 7.7
HDFC Tax Saver - Direct (G) Not Ranked
197.25 -11.6 -15.7 -20.5 -22.5 13.0 10.0 --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.53 -8.7 -10.9 -17.3 -22.5 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 3
4,269.30 -11.0 -12.4 -16.6 -22.5 26.7 18.2 14.3
HDFC Tax Saver (G) Rank 5
4,600.50 -11.6 -15.8 -20.7 -22.9 12.4 9.4 6.8
UTI Long Term Advantage S3 (G) Not Ranked
0.00 -- -- -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
0.00 -- -- -- -- -- -- --
Mirae Asset Tax Saver Fund - RP (G) Not Ranked
1.03 -9.5 -- -- -- -- -- --
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
0.07 -9.3 -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
33.82 -9.5 -9.3 -14.5 -- -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.79 -9.4 -9.3 -14.3 -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
23.60 -12.2 -14.0 -23.2 -- -- -- --
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.77 -12.2 -13.9 -23.1 -- -- -- --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.88 -8.6 -10.7 -16.9 -- -- -- --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE -9.3 -10.1 -15.5 -14.2 15.3 10.7 7.6

Note : Returns have been calculated based on NAV's as on Feb 11, 2016 & Index values as on Feb 11, 2016

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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