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Performance Tracker

ELSS

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 Oct 19, 2018
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Sep 18
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
DSP Tax Saver Fund - Direct (G) Rank 4
573.61 -9.5 -6.2 -9.9 -8.5 4.6 9.8 17.9
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 3
424.53 -9.0 -2.8 -2.1 5.7 8.1 9.7 18.5
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
5,106.07 -9.0 -3.0 -2.6 4.6 6.8 8.4 17.2
Invesco India Tax Plan - DP (G) Rank 1
37.81 -8.4 -5.8 -3.8 4.4 12.3 11.8 21.3
Invesco India Tax Plan (G) Rank 1
563.04 -8.5 -6.2 -4.5 2.8 10.5 10.0 19.4
Taurus Tax Shield - Direct (G) Not Ranked
1.41 -8.6 -5.3 -6.5 1.7 11.4 11.4 15.8
Sponsored Advt.
Kotak Tax Saver - Direct (G) Not Ranked
34.41 -8.0 -4.2 -4.0 -3.7 7.9 9.5 18.4
CR Equity Tax Saver Fund - D (G) Rank 3
56.19 -8.6 -5.9 -5.3 1.7 8.2 8.0 14.6
Taurus Tax Shield (G) Not Ranked
51.45 -8.6 -5.4 -6.8 1.1 10.8 10.5 14.9
CR Equity Tax Saver Fund (G) Rank 3
834.88 -8.6 -6.0 -5.6 0.9 7.4 7.3 13.9
Axis Long Term Equity - Direct (G) Rank 2
1,504.73 -10.1 -10.1 -7.3 0.3 10.2 9.4 21.7
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
110.38 -8.0 -2.6 -2.8 0.3 15.4 -- --
Sponsored Advt.
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 3
424.53 -9.0 -2.8 -2.1 5.7 8.1 9.7 18.5
HDFC Long Term Advant. - Direct (G) Not Ranked
138.17 -8.1 -4.6 -6.1 -1.0 8.4 11.4 16.6
ICICI Pru RIGHT Fund (G) Not Ranked
50.53 -8.4 -5.8 -6.6 -0.1 12.0 10.0 20.1
Quantum Tax Saving Fund - D(G) Not Ranked
63.56 -6.4 -2.7 -1.8 -0.1 7.0 11.1 15.3
Quantum Tax Saving Fund - (G) Not Ranked
0.81 -6.4 -2.8 -1.9 -0.3 -- -- --
HDFC Long Term Advantage (G) Not Ranked
1,410.34 -8.1 -4.8 -6.4 -1.7 7.7 10.7 15.9
LIC Tax Plan - Direct (G) Not Ranked
9.10 -8.5 -6.5 -7.9 -0.5 9.0 8.8 16.0
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.42 -8.3 -4.6 -5.4 -0.7 7.8 -- --
Axis Long Term Equity Fund (G) Rank 2
16,541.92 -10.2 -10.3 -7.8 -0.7 9.0 8.3 20.3
IDBI Equity Advantage -Direct (G) Rank 3
24.91 -10.2 -6.7 -10.6 -1.3 5.9 7.0 20.1
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
25.58 -8.4 -4.8 -5.8 -1.4 7.1 -- --
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.95 -8.7 -4.7 -5.4 -1.4 6.6 9.4 --
DHFL Pramerica LTEF-DP. (G) Not Ranked
1.80 -7.6 -6.2 -5.7 -1.6 9.4 -- --
LIC Tax Plan (G) Not Ranked
174.26 -8.6 -6.8 -8.4 -1.7 7.7 7.6 14.9
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
23.15 -8.7 -4.8 -5.5 -1.8 6.2 9.0 --
ABSL Tax Relief '96-Direct (G) Rank 2
725.88 -9.4 -5.3 -8.2 -1.9 10.2 11.3 20.8
Franklin (I) Tax Shield -Direct (G) Rank 3
411.04 -8.6 -5.6 -4.7 -2.0 7.1 7.7 18.2
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.52 -8.2 -3.0 -8.1 -2.1 8.3 10.1 --
ABSL Tax Plan-Direct (G) Not Ranked
76.23 -9.7 -5.7 -8.7 -2.6 9.7 10.9 20.1
UTI LTEF (Tax Saving) - Direct (G) Rank 4
56.85 -8.5 -4.7 -7.6 -2.8 7.7 7.7 14.5
L&T Tax Advantage -Direct (G) Rank 2
157.03 -6.1 -4.6 -7.9 -2.8 10.4 11.5 17.4
IDBI Equity Advantage - Reg (G) Rank 3
626.66 -10.4 -7.1 -11.4 -3.1 4.1 5.5 18.7
Franklin India Tax Shield (G) Rank 3
3,348.69 -8.7 -5.8 -5.1 -2.9 6.0 6.7 17.1
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
20.19 -8.2 -3.3 -8.6 -2.9 7.9 9.7 --
ABSL Tax Relief '96 (G) Rank 2
5,808.38 -9.4 -5.6 -8.7 -3.0 9.0 10.1 19.7
L&T Tax Advantage (G) Rank 2
3,156.62 -6.2 -4.8 -8.2 -3.6 9.6 10.7 16.5
DHFL Pramerica Tax Plan-DP (G) Not Ranked
0.88 -7.7 -7.1 -8.0 -3.3 8.0 9.7 15.7
Quant Tax Plan - Direct (G) Not Ranked
2.29 -8.9 -3.6 -6.1 -4.5 6.7 14.5 21.1
UTI Master Equity Plan (US) Not Ranked
1,914.33 -10.1 -7.2 -5.5 -3.4 7.6 8.6 14.5
DHFL Pramerica LTEF-(G) Not Ranked
170.64 -7.8 -6.7 -6.7 -3.6 7.6 -- --
UTI LTEF (Tax Saving) (G) Rank 3
973.24 -8.6 -4.9 -8.0 -3.6 6.7 6.7 13.5
ABSL Tax Plan (G) Not Ranked
638.14 -9.7 -5.9 -9.2 -3.6 8.5 9.6 18.9
Kotak Tax Saver - Direct (G) Not Ranked
34.41 -8.0 -4.2 -4.0 -3.7 7.9 9.5 18.4
Union Tax Saver - Direct (G) Not Ranked
6.72 -8.4 -6.7 -6.7 -3.8 4.3 4.3 11.8
Quant Tax Plan (G) Not Ranked
5.67 -8.9 -3.7 -6.4 -5.0 6.4 14.2 21.0
HDFC Tax Saver - Direct (G) Rank 4
553.70 -6.8 -1.6 -6.2 -4.4 7.3 8.2 16.2
Union Tax Saver Scheme (G) Not Ranked
223.47 -8.5 -6.9 -7.1 -4.4 3.4 3.4 11.0
Edelweiss Tax Advantage -Direct (G) Not Ranked
0.36 -8.9 -9.0 -10.6 -4.5 6.4 6.3 15.0
HDFC Tax Saver (G) Rank 4
6,408.62 -7.8 -2.0 -5.5 -4.6 7.7 7.8 16.2
Kotak Tax Saver - Regular (G) Rank 3
737.92 -8.1 -4.5 -4.5 -4.7 6.5 8.0 17.0
IDFC Tax Adv. (ELSS) -Direct (G) Rank 2
211.03 -9.7 -5.6 -13.3 -4.7 10.9 11.1 18.8
Edelweiss Tax Advantage (G) Not Ranked
10.75 -8.9 -9.0 -10.8 -4.8 5.9 5.7 14.0
Principal Tax Savings - Direct Not Ranked
20.46 -9.4 -4.3 -9.7 -5.0 10.2 11.7 19.2
SBI LTAF-Sr-4 Regular- Direct (G) Not Ranked
12.20 -9.5 -4.3 -9.6 -5.1 -- -- --
DHFL Pramerica Tax Plan (G) Not Ranked
37.84 -7.9 -7.6 -9.0 -5.2 6.1 7.9 14.3
Principal Tax Savings Not Ranked
368.94 -9.2 -4.5 -12.0 -6.9 8.1 10.4 17.9
Edelweiss LT Equity Fund - Direct (G) Not Ranked
2.47 -8.3 -8.7 -11.2 -6.8 4.3 5.6 13.9
IDFC Tax Advantage (ELSS)-RP (G) Rank 2
1,437.16 -9.8 -5.8 -13.8 -5.9 9.6 9.9 17.4
SBI Magnum Tax Gain - Direct (G) Rank 5
346.52 -8.5 -2.4 -7.6 -6.0 4.8 5.5 15.2
SBI LTAF-Sr-4 Regular (G) Not Ranked
128.17 -9.5 -4.6 -10.0 -6.1 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
25.31 -9.9 -1.1 -7.1 -6.4 8.2 12.3 23.6
Tata India Tax Savings Fund - Direct (G) Rank 3
839.93 -9.3 -6.1 -10.3 -6.6 7.8 10.7 --
SBI Magnum Tax Gain (G) Rank 5
6,062.14 -8.6 -2.6 -8.0 -6.7 4.1 4.8 14.5
Principal Personal Tax Saver Not Ranked
287.25 -9.6 -4.3 -9.4 -6.7 4.5 5.9 13.0
Edelweiss LT Equity Fund (G) Not Ranked
73.45 -8.4 -9.0 -11.7 -7.9 3.2 4.5 13.1
Mahindra MF KBY - DP (G) Not Ranked
4.48 -8.3 -4.3 -7.4 -7.0 -- -- --
Motilal Oswal Long Term Eq - D (G) Rank 1
186.25 -11.7 -12.0 -13.5 -7.1 9.7 13.2 --
JM Tax Gain Fund -Direct (G) Not Ranked
1.02 -10.6 -9.8 -10.4 -7.3 8.1 11.0 19.1
Tata India Tax Savings Fund - Reg (G) Rank 3
122.81 -9.4 -6.3 -10.8 -7.6 6.6 9.5 --
DSP Tax Saver Fund - Direct (G) Rank 4
573.61 -9.5 -6.2 -9.9 -8.5 4.6 9.8 17.9
JM Tax Gain Fund (G) Not Ranked
31.03 -10.6 -10.0 -10.8 -8.0 7.0 9.3 17.5
L&T Long Term Adv. Fund - I (G) Not Ranked
2.25 -8.9 -8.6 -10.1 -8.1 4.2 9.2 17.1
Motilal Oswal Long Term Eq - (G) Rank 1
852.81 -11.7 -12.3 -14.0 -8.3 8.2 11.7 --
UTI Long Term Advantage S3 (G) Not Ranked
10.42 -9.7 -4.9 -15.1 -8.4 8.6 -- --
DSP Tax Saver Fund - Regular (G) Rank 4
3,960.43 -9.5 -6.4 -10.3 -9.4 3.4 8.7 16.9
Sundaram Diversified Equity -Direct (G) Not Ranked
58.38 -10.7 -8.4 -11.2 -8.8 4.8 8.0 15.7
Mahindra MF KBY - RP (G) Not Ranked
230.47 -8.5 -4.8 -8.4 -9.1 -- -- --
Sundaram Diversified Equity (G) Rank 3
2,684.40 -10.7 -8.5 -11.4 -9.4 4.2 7.5 15.2
UTI Long Term Advantage S3 (G) Not Ranked
267.68 -9.8 -5.2 -15.6 -9.5 6.8 -- --
BNP Paribas Long Term Equity-DP (G) Rank 4
9.60 -6.6 -7.2 -10.2 -9.6 4.8 4.7 14.7
HSBC Tax Saver Equity -Direct (G) Not Ranked
3.97 -9.6 -7.4 -14.1 -10.9 4.6 6.8 15.7
Sahara Taxgain - Direct (G) Not Ranked
0.49 -8.7 -6.6 -9.9 -11.2 3.5 5.8 12.7
BNP Paribas Long Term Equity (G) Rank 4
513.06 -6.7 -7.5 -10.7 -10.6 3.7 3.7 13.9
HSBC Tax Saver Equity Fund (G) Not Ranked
162.64 -9.7 -7.6 -14.4 -11.6 3.9 6.1 14.9
UTI Long Term Advantage S5 (G) Not Ranked
4.09 -10.1 -2.9 -13.3 -11.6 -- -- --
Sahara Taxgain (G) Not Ranked
5.32 -8.8 -6.9 -10.6 -12.5 2.2 4.6 11.7
BOI AXA Tax Advantage - Direct (G) Not Ranked
24.42 -13.0 -13.9 -19.6 -11.7 6.2 7.5 14.8
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.27 -13.0 -14.0 -19.7 -12.1 5.7 6.8 14.1
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
8.24 -10.1 -9.2 -13.4 -12.2 2.2 5.7 --
BOI AXA Tax Advtg -RP (G) Not Ranked
173.41 -13.0 -14.2 -20.0 -12.8 4.8 6.0 13.3
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
136.26 -10.2 -9.4 -13.7 -13.0 1.2 4.8 --
Tata Infra Tax Saving Fund (G) Not Ranked
5.44 -9.2 -7.7 -16.3 -13.1 0.7 2.8 13.1
UTI Long Term Advantage S5 (G) Not Ranked
120.20 -10.2 -3.3 -14.1 -13.3 -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
3.08 -10.4 -6.1 -14.2 -13.5 1.5 6.5 --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
36.74 -10.5 -6.3 -14.7 -14.2 1.1 6.2 --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
2.10 -10.3 -6.2 -15.0 -14.2 1.7 7.3 --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
31.91 -10.4 -6.5 -15.5 -14.9 1.3 7.0 --
UTI Long Term Advantage S4 (G) Not Ranked
5.64 -10.9 -5.4 -17.2 -16.2 -- -- --
Reliance Tax Saver(ELSS)-Direct (G) Rank 5
717.01 -11.6 -4.6 -14.7 -16.9 1.7 5.5 20.0
Reliance Tax Saver (ELSS) (G) Rank 5
9,308.74 -11.7 -4.8 -15.1 -17.7 0.7 4.6 19.0
UTI Long Term Advantage S4 (G) Not Ranked
124.63 -11.0 -5.8 -17.9 -17.8 -- -- --
SBI LTAF-Sr-6 Regular (G) Not Ranked
0.00 -8.4 -- -- -- -- -- --
UTI Long Term Advantage S7 (G) Not Ranked
4.22 -11.9 -9.7 -16.3 -- -- -- --
UTI Long Term Advantage S7 (G) Not Ranked
232.11 -12.0 -10.2 -17.3 -- -- -- --
UTI Long Term Advantage S6 (G) Not Ranked
12.75 -12.4 -9.8 -18.8 -- -- -- --
UTI Long Term Advantage S6 (G) Not Ranked
346.41 -12.5 -10.3 -19.7 -- -- -- --
SBI LTAF-Sr-5 Regular- Direct (G) Not Ranked
19.59 -8.3 -6.6 -10.8 -- -- -- --
SBI LTAF-Sr-5 Regular (G) Not Ranked
267.94 -8.4 -6.8 -11.3 -- -- -- --
Sundaram LT Tax Adv.- Sr-III- RP (G) Not Ranked
28.39 -10.7 -10.9 -19.4 -- -- -- --
Sundaram LT Tax Adv.- Sr-III- DP (G) Not Ranked
0.95 -10.6 -10.5 -18.7 -- -- -- --
Indiabulls Tax Savings Fund-RP (G) Not Ranked
38.04 -8.7 -7.1 -11.5 -- -- -- --
Sundaram LT Tax Adv.- Sr-IV- RP (G) Not Ranked
19.54 -4.6 -4.9 -- -- -- -- --
Sundaram LT Tax Adv.- Sr-IV- DP (G) Not Ranked
0.52 -4.6 -4.8 -- -- -- -- --
Sundaram LT Tax Adv.- Sr-V- RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Indiabulls Tax Savings Fund-DP (G) Not Ranked
26.83 -8.5 -6.9 -11.2 -- -- -- --
Sundaram LT Tax Adv.- Sr-V- DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI LTAF-Sr-6 Direct (G) Not Ranked
0.00 -8.3 -- -- -- -- -- --
CATEGORY AVERAGE -9.4 -6.3 -9.7 -5.3 5.2 6.0 10.3

Note : Returns have been calculated based on NAV's as on Oct 19, 2018 & Index values as on Oct 19, 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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