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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 May 29, 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 4.2 -1.8 9.5 57.8 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
267.39 4.2 -2.0 9.1 56.7 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
83.73 3.1 -1.5 9.9 47.5 42.6 -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.80 2.7 1.7 7.8 45.7 -- -- --
Axis Long Term Equity Fund (G) Rank 1
4,161.99 3.0 -1.8 9.2 45.5 40.8 36.8 23.3
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
33.64 2.7 1.5 7.5 45.3 -- -- --
ICICI Pru RIGHT Fund (G) Not Ranked
69.12 2.1 0.4 8.3 44.6 41.9 35.3 23.5
Birla SL Tax Relief 96-Direct (G) Not Ranked
28.00 2.2 -2.9 10.3 44.3 36.8 -- --
Birla SL Tax Relief 96 (G) Rank 2
1,980.10 2.1 -3.1 9.9 43.1 35.8 31.4 14.8
Escorts Tax Plan - Direct (G) Not Ranked
0.03 2.3 -2.8 9.3 43.0 34.2 -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
8.43 2.7 1.2 12.8 42.9 36.9 -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
4.21 2.1 -3.1 9.9 42.9 35.6 -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
3.69 4.1 -3.1 7.4 42.3 35.3 -- --
Escorts Tax Plan (G) Not Ranked
3.11 2.3 -2.8 8.7 41.8 34.1 20.0 5.0
Birla Sun Life Tax Plan (G) Rank 3
233.91 2.1 -3.2 9.4 41.7 34.5 30.5 17.2
Franklin (I) Tax Shield -Direct (G) Not Ranked
55.24 4.2 -1.4 7.2 41.6 34.5 -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
1.17 3.4 -3.7 7.2 40.7 31.1 -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
306.46 2.6 0.9 11.8 40.6 35.4 31.8 17.9
Franklin India Tax Shield (G) Rank 2
1,616.05 4.2 -1.6 6.8 40.5 33.5 28.8 18.6
BNP Paribas Long Term Equity-DP (G) Not Ranked
2.28 5.4 -0.6 9.1 40.4 34.7 -- --
Religare Invesco Tax Plan (G) Rank 1
230.36 3.9 -3.5 6.5 40.0 33.6 30.1 17.6
BNP Paribas Long Term Equity (G) Rank 2
348.46 5.3 -0.8 8.7 39.8 34.2 30.0 18.9
LIC NOMURA Tax Plan (G) Not Ranked
43.99 3.3 -3.6 7.1 39.8 30.0 26.1 13.9
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
107.42 1.4 -5.7 3.1 39.1 43.4 -- --
Kotak Tax Saver - Direct (G) Not Ranked
2.52 1.9 -5.9 4.2 38.5 27.8 -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.85 5.2 0.9 10.2 38.0 29.3 -- --
Reliance Tax Saver (ELSS) (G) Rank 2
4,094.47 1.4 -5.9 2.7 37.9 42.4 32.6 20.3
Kotak Tax Saver - Regular (G) Rank 3
504.50 1.8 -6.2 3.6 37.4 27.1 23.2 12.6
SBI Tax Advantage Sr-1 (G) Not Ranked
413.91 1.8 -0.2 7.6 37.4 38.3 29.8 14.8
Edelweiss ELSS Fund (G) Not Ranked
54.25 5.1 0.7 9.9 37.4 28.7 26.7 16.2
SBI Tax Advantage Sr-2 (G) Not Ranked
55.72 1.7 -1.6 3.6 36.8 38.4 33.1 --
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 2.1 -3.4 9.4 35.0 29.0 -- --
Tata Tax Advantage Fund-1(G) Not Ranked
103.20 3.6 -3.2 7.6 34.6 28.5 25.0 15.3
Birla SL Tax Savings (G) Not Ranked
27.12 2.1 -3.1 9.5 34.5 28.0 24.2 13.5
SBI Magnum Tax Gain - Direct (G) Not Ranked
84.46 4.6 -2.7 6.0 33.3 31.5 -- --
SBI Magnum Tax Gain (G) Rank 3
5,212.24 4.6 -2.8 5.7 32.6 30.9 27.5 15.2
JM Tax Gain Fund -Direct (G) Not Ranked
0.11 4.3 -3.6 3.7 32.1 30.1 -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
11.66 3.0 -3.9 3.6 31.4 31.2 -- --
JM Tax Gain Fund (G) Not Ranked
33.93 4.1 -3.9 3.4 31.2 29.1 27.6 10.8
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.19 3.8 -4.4 5.2 30.8 28.4 -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.00 3.8 -3.4 6.0 30.7 29.3 -- --
DSP-BRTax Saver Fund (G) Rank 3
1,098.37 3.0 -4.0 3.2 30.6 30.5 28.2 15.1
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.32 3.7 -3.6 5.5 29.8 28.7 26.1 12.6
Sundaram Tax Saver -Direct (G) Not Ranked
11.83 3.5 -4.3 3.4 29.2 25.7 -- --
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.29 2.2 -5.6 1.9 28.9 -- -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
46.36 3.6 -3.8 5.1 28.9 27.9 25.3 12.1
Reliance ELSF - Series 1 (G) Not Ranked
135.34 3.4 -4.9 -0.5 28.8 29.0 23.3 15.4
Sundaram Tax Saver (G) Rank 4
1,227.94 3.5 -4.4 3.2 28.7 25.3 23.5 12.6
JPMorgan Tax Advantage (G) Not Ranked
9.97 3.6 -5.1 3.9 28.6 26.7 23.6 13.8
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
25.51 3.3 -5.4 2.2 28.3 26.2 -- --
L&T Tax Advantage -Direct (G) Not Ranked
26.01 3.1 -3.0 4.2 28.3 27.5 -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.25 3.3 -2.9 3.0 28.0 25.9 -- --
IDFC Tax Saver Fund (G) Not Ranked
39.50 2.5 -5.4 5.4 27.8 24.5 24.6 13.8
Can Robeco Eqty TaxSaver (G) Rank 4
887.30 3.2 -5.6 1.9 27.7 25.7 23.8 14.4
L&T Long Term Adv. Fund - I (G) Not Ranked
1.90 2.7 -3.5 2.9 27.6 29.7 24.6 11.8
L&T Tax Advantage (G) Rank 4
1,596.56 3.1 -3.2 3.9 27.5 26.7 23.9 14.1
DWS Tax Saving Fund (G) Not Ranked
46.79 3.2 -3.2 2.4 27.1 25.3 26.1 11.1
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
42.14 2.0 -6.0 1.3 26.8 -- -- --
Tata Tax Saving Fund - Plan A (D) Rank 3
187.63 4.7 -2.0 0.9 26.8 23.0 22.3 13.4
UTI Equity Tax Saving - Direct (G) Not Ranked
11.03 3.3 -5.1 2.8 26.5 24.6 -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.22 2.0 -6.1 1.9 26.0 26.5 -- --
L&T Tax Saver Fund (G) Not Ranked
31.80 3.7 -2.8 2.6 25.8 29.4 23.9 11.2
ICICI Pru Tax Plan- Direct (G) Not Ranked
78.34 2.2 -5.0 1.5 25.6 34.6 -- --
UTI Equity Tax Saving (G) Rank 3
575.71 3.3 -5.4 2.3 25.3 23.8 22.6 12.5
HSBC Tax Saver Equity Fund (G) Rank 3
202.82 2.0 -6.3 1.6 25.1 25.6 26.6 14.5
Union KBC Tax Saver - Direct (G) Not Ranked
1.63 2.4 -5.0 2.5 24.9 24.0 -- --
Union KBC Tax Saver Scheme (G) Not Ranked
82.56 2.3 -5.2 2.3 24.5 23.7 24.8 --
ICICI Pru Tax Plan (G) Rank 3
2,477.60 2.1 -5.2 1.1 24.5 33.5 27.8 16.2
Principal Tax Savings - Direct Not Ranked
1.41 3.8 -3.7 1.7 24.0 31.2 -- --
UTI Long Term Advantage S2 (G) Not Ranked
140.87 3.7 -4.6 1.6 23.7 24.0 22.4 12.6
UTI Long Term Advantage (G) Not Ranked
232.30 3.6 -4.6 1.7 23.6 22.2 21.9 10.3
Principal Tax Savings Rank 3
272.55 3.8 -3.9 1.5 23.4 30.6 28.7 14.5
Taurus Tax Shield - Direct (G) Not Ranked
0.38 2.4 -4.4 3.8 22.9 22.6 -- --
Tata Infra Tax Saving Fund (G) Not Ranked
7.36 1.6 -7.5 4.7 22.7 23.0 18.5 4.8
Taurus Tax Shield (G) Not Ranked
92.36 2.2 -4.6 3.5 22.5 22.2 20.4 11.6
Principal Personal Tax Saver Rank 4
373.58 3.2 -5.5 0.9 21.6 25.7 23.3 11.5
HDFC Tax Saver - Direct (G) Not Ranked
146.68 1.9 -5.7 -2.8 21.5 31.2 -- --
UTI Master Equity Plan (US) Not Ranked
1,722.16 3.8 -5.3 -- 21.1 22.0 22.2 12.6
HDFC Tax Saver (G) Rank 5
5,000.51 1.9 -5.8 -3.0 20.9 30.5 24.3 13.8
HDFC Long Term Advant. - Direct (G) Not Ranked
38.18 1.0 -3.7 -2.2 20.4 25.8 -- --
Quantum Tax Saving Fund (G) Not Ranked
31.43 3.8 -1.7 -1.5 20.0 23.7 22.8 14.6
HDFC Long Term Advantage (G) Rank 5
1,159.04 1.0 -3.8 -2.4 19.8 25.2 23.5 14.6
Religare Invesco AGILE Tax (G) Not Ranked
5.66 2.9 -8.0 -3.0 12.3 8.5 12.7 8.7
Sahara Taxgain - Direct (G) Not Ranked
0.77 4.4 -4.3 -0.9 11.9 26.7 -- --
Sahara Taxgain (G) Not Ranked
11.34 4.3 -4.4 -1.1 11.6 26.3 20.6 12.7
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
0.14 1.7 -- -- -- -- -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.94 4.7 -1.9 9.5 -- -- -- --
Tata Tax Saving Fund - Direct (G) Not Ranked
16.83 4.8 -1.7 11.1 -- -- -- --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.14 2.0 -6.7 -- -- -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.29 2.2 -5.9 -- -- -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
2.66 1.7 -- -- -- -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
1.86 2.2 -1.1 -- -- -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
25.48 2.2 -1.2 -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 3.0 -3.5 4.0 28.8 25.5 21.6 11.3

Note : Returns have been calculated based on NAV's as on May 29, 2015 & Index values as on May 29, 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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