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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 10, 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 -5.5 -5.8 -9.5 -8.1 23.1 18.2 --
Escorts Tax Plan - Direct (G) Not Ranked
0.04 -7.2 -0.1 -4.0 -3.1 30.9 17.4 --
Escorts Tax Plan (G) Not Ranked
2.76 -7.4 -0.3 -4.2 -3.3 30.1 17.0 5.5
Tata India Tax Savings Fund - Direct (G) Not Ranked
43.23 -7.9 -5.6 -10.1 -3.4 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
222.67 -4.1 -3.1 -10.8 -3.7 31.7 26.8 --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.84 -8.6 -6.7 -14.5 -4.2 -- -- --
Tata India Tax Savings Fund - Reg (G) Not Ranked
2.44 -8.0 -5.8 -10.7 -4.5 -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
34.07 -8.6 -6.8 -14.6 -4.5 -- -- --
Axis Long Term Equity Fund (G) Rank 1
6,256.92 -4.2 -3.4 -11.3 -4.7 30.0 25.3 20.1
Tata India Tax Savings Fund - Reg (D) Rank 1
188.10 -8.0 -5.9 -10.9 -4.8 19.4 12.8 10.8
SBI Tax Advantage Sr-1 (G) Not Ranked
374.37 -7.5 -4.6 -13.5 -6.0 25.9 19.2 12.7
Birla SL Tax Relief 96-Direct (G) Not Ranked
43.55 -5.9 -4.1 -11.7 -6.0 28.0 20.6 --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
7.32 -5.6 -3.9 -11.5 -6.1 27.3 20.0 --
Birla SL Tax Relief 96 (G) Rank 2
1,904.12 -6.0 -4.3 -12.1 -6.6 27.1 19.7 13.8
L&T Tax Saver Fund (G) Not Ranked
28.44 -8.3 -8.5 -14.0 -6.7 19.8 15.6 9.1
Quantum Tax Saving Fund (G) Not Ranked
35.84 -5.1 -3.0 -7.1 -6.7 16.5 12.1 11.2
Birla Sun Life Tax Plan (G) Rank 2
276.61 -5.7 -4.2 -12.0 -7.0 26.1 18.9 14.5
L&T Long Term Adv. Fund - I (G) Not Ranked
1.84 -7.8 -8.1 -13.4 -7.2 18.9 15.2 10.6
Franklin (I) Tax Shield -Direct (G) Not Ranked
93.31 -4.3 -6.0 -12.3 -7.4 25.5 18.3 --
Birla SL Tax Savings (G) Not Ranked
24.26 -6.1 -4.7 -12.7 -7.4 23.0 14.6 10.2
Religare Invesco Tax Plan - DP (G) Not Ranked
6.94 -6.7 -7.1 -13.5 -7.4 25.4 19.2 --
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 -6.1 -4.6 -12.5 -7.5 23.5 15.4 --
IDBI Equity Advantage -Direct (G) Not Ranked
7.29 -3.8 -4.9 -12.9 -7.7 32.0 -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.90 -6.8 -5.8 -14.0 -7.8 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
97.00 -7.1 -7.5 -12.9 -7.9 21.0 15.5 12.0
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
119.50 -5.5 -5.8 -9.5 -8.1 23.1 18.2 --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
39.53 -6.8 -5.8 -14.2 -8.1 -- -- --
BNP Paribas Long Term Equity-DP (G) Not Ranked
3.96 -6.7 -5.5 -14.2 -8.2 24.2 17.6 --
Franklin India Tax Shield (G) Rank 3
1,741.37 -4.3 -6.2 -12.7 -8.2 24.5 17.4 14.6
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.14 -7.0 -7.6 -13.5 -8.4 19.0 17.8 --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
16.65 -7.6 -7.7 -14.0 -8.4 22.6 16.6 --
IDBI Equity Advantage - Reg (G) Not Ranked
368.22 -3.9 -5.1 -13.3 -8.5 31.0 -- --
BNP Paribas Long Term Equity (G) Rank 2
405.24 -6.7 -5.6 -14.4 -8.7 23.7 17.1 16.0
DWS Tax Saving Fund -Direct (G) Not Ranked
0.70 -4.0 -5.1 -12.3 -8.7 19.8 15.2 --
DSP-BRTax Saver Fund (G) Rank 3
1,087.20 -7.6 -7.8 -14.2 -9.0 21.9 16.1 12.9
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
2,674.98 -5.6 -6.0 -10.0 -9.0 22.0 17.2 13.5
Religare Invesco Tax Plan (G) Rank 2
247.69 -6.9 -7.5 -14.2 -9.0 23.4 17.6 14.3
Edelweiss ELSS Fund (G) Not Ranked
59.13 -7.0 -7.7 -13.8 -9.0 18.4 15.3 12.6
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.22 -5.2 -6.2 -13.6 -9.1 21.0 14.5 --
SBI Tax Advantage Sr-2 (G) Not Ranked
31.09 -9.0 -7.2 -14.6 -9.1 24.6 18.7 --
L&T Tax Advantage -Direct (G) Not Ranked
33.58 -6.4 -7.2 -14.9 -9.2 20.0 14.0 --
L&T Tax Advantage (G) Rank 3
1,507.18 -6.5 -7.4 -15.1 -9.8 19.2 13.4 10.4
DWS Tax Saving Fund (G) Not Ranked
42.37 -4.1 -5.4 -12.9 -9.9 18.6 14.0 9.9
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
14.88 -9.0 -7.3 -16.5 -10.5 20.6 16.7 --
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.79 -5.9 -8.3 -15.4 -10.5 17.4 15.5 --
JPMorgan Tax Advantage (G) Not Ranked
11.48 -5.3 -6.5 -14.0 -10.6 19.3 13.2 10.0
JM Tax Gain Fund -Direct (G) Not Ranked
0.42 -5.2 -4.9 -16.2 -11.0 24.1 16.6 --
UTI Equity Tax Saving - Direct (G) Not Ranked
16.50 -7.1 -7.1 -13.7 -11.2 17.5 12.7 --
Religare Invesco AGILE Tax (G) Not Ranked
4.78 -4.7 -5.0 -14.4 -11.3 1.7 4.1 4.5
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.77 -5.9 -8.5 -15.7 -11.4 16.6 14.8 10.5
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
341.33 -9.1 -7.6 -17.0 -11.6 19.0 15.7 12.9
Kotak Tax Saver - Direct (G) Not Ranked
4.61 -6.9 -8.9 -16.5 -11.9 23.4 11.9 --
BOI AXA Tax Advtg -RP (G) Not Ranked
46.69 -5.9 -8.6 -16.0 -12.0 15.8 14.1 10.0
UTI Long Term Advantage S2 (G) Not Ranked
126.29 -7.5 -8.1 -15.2 -12.0 16.5 11.3 9.5
UTI Equity Tax Saving (G) Rank 3
601.52 -7.1 -7.4 -14.2 -12.0 16.5 11.9 9.3
UTI Long Term Advantage (G) Not Ranked
209.97 -7.5 -8.1 -15.3 -12.1 16.3 10.3 7.9
SBI Magnum Tax Gain - Direct (G) Not Ranked
114.21 -7.5 -9.5 -16.3 -12.1 19.3 15.2 --
Sundaram Tax Saver -Direct (G) Not Ranked
15.83 -8.7 -9.4 -15.6 -12.2 18.7 11.5 --
Taurus Tax Shield - Direct (G) Not Ranked
0.91 -7.7 -8.1 -15.5 -12.3 14.5 8.8 --
Sundaram Tax Saver (G) Rank 4
1,163.57 -8.7 -9.5 -15.7 -12.5 18.4 11.2 9.3
JM Tax Gain Fund (G) Not Ranked
28.42 -5.4 -5.4 -17.1 -12.5 22.4 15.3 9.5
HDFC Long Term Advant. - Direct (G) Not Ranked
46.89 -6.4 -8.1 -14.9 -12.6 14.9 12.8 --
SBI Magnum Tax Gain (G) Rank 4
4,604.80 -7.5 -9.6 -16.5 -12.6 18.7 14.6 12.0
Principal Tax Savings - Direct Not Ranked
1.93 -10.6 -10.6 -16.2 -12.9 17.4 14.3 --
Kotak Tax Saver - Regular (G) Rank 3
482.27 -7.0 -9.2 -17.1 -13.1 22.2 11.0 9.3
HDFC Long Term Advantage (G) Rank 5
1,076.87 -6.4 -8.2 -15.2 -13.1 14.3 12.2 10.0
Principal Tax Savings Rank 3
256.35 -10.7 -10.7 -16.5 -13.4 16.8 13.7 11.6
Taurus Tax Shield (G) Not Ranked
67.14 -7.8 -8.5 -16.3 -13.6 13.5 8.0 7.2
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
29.81 -8.5 -9.1 -15.6 -13.6 17.0 11.9 --
ICICI Pru RIGHT Fund (G) Not Ranked
56.19 -8.1 -10.2 -18.9 -13.6 22.1 19.1 18.4
Sahara Taxgain - Direct (G) Not Ranked
0.89 -9.2 -7.4 -14.7 -13.8 12.5 11.6 --
UTI Master Equity Plan (US) Not Ranked
1,602.66 -7.5 -9.4 -16.0 -13.8 13.7 9.9 8.7
Can Robeco Eqty TaxSaver (G) Rank 4
805.93 -8.5 -9.2 -15.8 -14.0 16.4 11.3 10.8
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.94 -7.7 -9.1 -15.8 -14.0 18.7 13.6 --
Principal Personal Tax Saver Rank 4
323.03 -7.6 -9.8 -15.9 -14.3 14.5 10.4 8.0
Sahara Taxgain (G) Not Ranked
8.15 -9.2 -7.6 -15.1 -14.4 12.0 11.1 8.6
HSBC Tax Saver Equity Fund (G) Not Ranked
174.14 -7.8 -9.2 -16.1 -14.6 17.9 12.8 11.5
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 -6.6 -7.9 -15.6 -15.0 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
2.91 -5.9 -6.5 -16.2 -15.8 14.5 11.3 --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.09 -6.7 -8.1 -16.0 -16.0 16.1 -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
2.23 -6.8 -9.2 -19.1 -16.2 16.6 12.9 --
Tata Infra Tax Saving Fund (G) Not Ranked
6.22 -7.4 -9.0 -18.2 -16.4 21.3 8.4 3.3
Union KBC Tax Saver Scheme (G) Not Ranked
78.44 -5.9 -6.6 -16.5 -16.4 13.9 10.9 --
LIC NOMURA Tax Plan (G) Not Ranked
48.56 -6.9 -9.3 -19.4 -16.5 15.7 11.9 8.4
Reliance ELSF - Series 1 (G) Not Ranked
118.97 -8.5 -11.9 -18.6 -17.8 16.8 11.4 11.0
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
182.05 -8.5 -9.1 -15.3 -18.0 29.9 20.3 --
Reliance Tax Saver (ELSS) (G) Rank 3
4,269.30 -8.5 -9.2 -15.5 -18.6 28.9 19.4 15.8
IDFC Tax Saver Fund (G) Not Ranked
32.43 -4.0 -6.5 -15.0 -19.1 9.9 9.8 8.9
HDFC Tax Saver - Direct (G) Not Ranked
197.25 -9.7 -13.0 -19.7 -19.1 15.1 11.2 --
HDFC Tax Saver (G) Rank 5
4,600.50 -9.8 -13.1 -19.9 -19.5 14.5 10.6 8.1
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.53 -6.7 -8.1 -16.0 -20.1 -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.79 -6.6 -6.0 -13.7 -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
0.00 -- -- -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
33.82 -6.7 -6.1 -13.9 -- -- -- --
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
23.60 -9.8 -10.4 -22.4 -- -- -- --
Mirae Asset Tax Saver Fund - RP (G) Not Ranked
1.03 -6.9 -- -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.88 -6.6 -7.9 -15.6 -- -- -- --
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.77 -9.8 -10.3 -22.3 -- -- -- --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
0.07 -6.8 -- -- -- -- -- --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE -7.0 -7.1 -14.3 -10.5 17.2 11.9 8.6

Note : Returns have been calculated based on NAV's as on Feb 10, 2016 & Index values as on Feb 10, 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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