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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 Jan 20, 2017
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
Reliance Tax Saver (ELSS) (G) Rank 3
5,579.17 4.4 -4.4 3.4 22.6 1.1 26.3 21.3
SBI Tax Advantage Sr-2 (G) Not Ranked
29.46 3.4 -7.0 7.2 31.2 8.0 27.0 --
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.89 3.5 -4.1 4.8 32.6 -- -- --
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
6.75 5.1 -3.4 7.9 31.2 -- -- --
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
27.43 3.4 -4.2 4.6 32.1 -- -- --
Escorts Tax Plan - Direct (G) Not Ranked
0.73 4.4 -4.1 4.6 28.7 10.0 27.9 --
Sponsored Advt.
DSP-BRTax Saver Fund (G) Rank 1
1,420.48 4.9 -4.5 4.5 26.4 7.5 22.8 20.7
Escorts Tax Plan (G) Not Ranked
3.47 4.4 -4.1 4.6 28.5 11.1 29.0 15.5
DSP-BRTax Saver Fund -Direct (G) Not Ranked
40.84 5.0 -4.2 5.0 27.5 8.2 23.5 --
HDFC Tax Saver - Direct (G) Not Ranked
295.69 4.7 -1.5 5.7 27.3 1.7 19.3 --
Motilal MOSt Long Term Fund -DP (G) Not Ranked
11.09 5.8 -3.0 8.8 28.4 -- -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
72.16 3.6 -3.1 5.0 26.9 5.3 18.4 --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
2.10 2.7 -8.4 2.3 26.7 -- -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
39.72 2.7 -8.4 2.2 26.6 -- -- --
DSP-BRTax Saver Fund (G) Rank 1
1,420.48 4.9 -4.5 4.5 26.4 7.5 22.8 20.7
HDFC Long Term Advantage (G) Rank 3
1,162.62 3.5 -3.3 4.6 26.0 4.6 17.8 16.9
L&T Tax Saver Fund (G) Not Ranked
28.08 3.7 -5.1 4.2 25.9 7.0 21.0 17.1
L&T Long Term Adv. Fund - I (G) Not Ranked
2.02 4.5 -5.9 3.8 25.7 7.0 20.7 17.8
HDFC Tax Saver (G) Rank 5
4,970.51 4.6 -1.7 5.3 26.4 1.2 18.6 15.4
Quantum Tax Saving Fund (G) Not Ranked
49.00 3.3 -2.0 3.7 25.5 7.8 19.2 17.3
Motilal MOSt Long Term Fund -RP (G) Not Ranked
171.52 5.6 -3.4 7.9 26.4 -- -- --
Principal Tax Savings - Direct Not Ranked
2.69 5.3 -5.4 4.4 25.2 5.1 20.1 --
L&T Tax Advantage -Direct (G) Not Ranked
46.95 4.5 -2.9 3.0 24.6 6.0 20.0 --
Principal Tax Savings Rank 3
275.17 5.2 -5.5 4.2 24.6 4.6 19.6 19.8
Kotak Tax Saver - Direct (G) Not Ranked
8.39 5.5 -3.7 4.3 25.7 5.2 22.9 --
Kotak Tax Saver - Regular (G) Rank 3
490.66 5.4 -4.1 3.5 23.8 3.7 21.4 15.9
L&T Tax Advantage (G) Rank 3
1,731.58 4.4 -3.1 2.6 23.7 5.3 19.2 16.1
Sundaram Tax Saver -Direct (G) Not Ranked
24.02 6.1 -5.5 1.9 24.3 5.4 19.6 --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
311.42 4.5 -4.2 3.8 23.6 1.8 27.3 --
Sundaram Tax Saver (G) Rank 3
1,307.56 6.1 -5.6 1.7 23.9 5.0 19.2 16.0
HSBC Tax Saver Equity -Direct (G) Not Ranked
2.37 5.7 -4.8 2.5 22.9 3.0 19.7 --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
3.35 1.8 -8.5 0.8 22.8 -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
45.66 1.8 -8.5 0.8 22.8 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 3
5,579.17 4.4 -4.4 3.4 22.6 1.1 26.3 21.3
JM Tax Gain Fund -Direct (G) Not Ranked
0.50 5.9 -5.7 3.2 22.1 4.3 22.1 --
HSBC Tax Saver Equity Fund (G) Not Ranked
167.87 5.7 -5.0 2.1 22.0 2.3 18.8 17.7
Tata Infra Tax Saving Fund (G) Not Ranked
5.94 5.8 -2.9 0.4 20.9 1.3 20.1 10.8
Taurus Tax Shield - Direct (G) Not Ranked
0.97 4.8 -4.7 0.1 20.1 3.3 15.5 --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
2.05 2.2 -7.4 0.5 19.7 5.6 -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
38.11 2.2 -7.4 0.4 19.6 5.4 -- --
IDFC Tax Saver Fund (G) Not Ranked
31.07 6.1 -6.3 -0.7 19.6 -0.9 11.6 13.7
SBI Tax Advantage Sr-1 (G) Not Ranked
388.43 3.3 -8.7 -0.8 19.5 5.4 23.5 20.1
JM Tax Gain Fund (G) Not Ranked
27.93 5.7 -6.2 2.0 19.3 2.3 20.1 15.9
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
5.81 5.0 -5.7 3.3 19.1 -- -- --
ICICI Pru RIGHT Fund (G) Not Ranked
49.66 5.1 -2.3 2.6 19.6 3.0 22.0 22.0
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 5.0 -5.7 3.3 19.1 1.8 -- --
Tata India Tax Savings Fund - Direct (G) Not Ranked
172.61 5.5 -5.5 0.9 20.0 8.8 -- --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
4.12 4.3 -5.5 1.2 18.9 0.1 16.6 --
DHFL Pramerica Tax Plan -Direct (G) Not Ranked
1.24 5.1 -6.6 -1.3 18.9 3.6 18.1 --
Taurus Tax Shield (G) Not Ranked
53.26 4.7 -4.8 -0.2 18.7 2.0 14.4 12.5
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
24.57 5.4 -4.9 2.1 18.7 4.4 19.2 --
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.10 5.0 -5.9 3.0 18.3 0.8 16.3 --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
56.76 5.0 -5.9 3.0 18.3 -- -- --
LIC NOMURA Tax Plan (G) Not Ranked
66.81 4.2 -5.7 0.8 18.1 -0.4 15.7 14.3
Tata India Tax Savings Fund - Reg (G) Not Ranked
249.60 5.4 -5.7 0.5 19.0 7.7 -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
187.94 3.5 -4.3 -0.7 17.9 4.5 22.1 --
IDFC Tax Advantage (ELSS)-RP (G) Rank 4
446.68 5.3 -5.1 1.6 17.4 3.1 17.8 18.5
DHFL Pramerica Tax Plan (G) Not Ranked
40.67 5.0 -6.9 -1.9 17.3 2.3 16.9 15.3
Invesco India Tax Plan - DP (G) Not Ranked
13.38 3.3 -4.6 0.8 17.6 6.0 22.5 --
UTI Master Equity Plan (US) Not Ranked
1,633.41 5.1 -4.5 0.9 17.6 2.3 15.7 14.4
Birla SL Tax Relief 96-Direct (G) Not Ranked
114.11 4.0 -6.2 0.8 17.0 5.1 22.7 --
UTI LTEF (Tax Saving) - Direct (G) Not Ranked
27.59 3.5 -3.5 -- 17.2 3.1 16.4 --
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
214.77 3.1 -5.7 0.8 17.2 4.3 20.1 --
Franklin India Tax Shield (G) Rank 3
2,196.18 3.4 -4.6 -1.2 16.8 3.5 21.0 17.9
Birla Sun Life Tax Plan-Direct (G) Not Ranked
18.82 3.9 -6.1 0.7 16.4 4.7 22.0 --
Sahara Taxgain - Direct (G) Not Ranked
0.85 3.7 -4.0 1.1 16.4 -0.8 13.7 --
Principal Personal Tax Saver Rank 3
310.05 3.4 -5.6 -0.3 17.0 1.1 15.3 14.6
BOI AXA Tax Advantage - Direct (G) Not Ranked
2.62 5.3 -8.0 0.3 16.2 2.0 16.3 --
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 4.0 -6.1 0.5 16.1 3.8 19.8 --
SBI Magnum Tax Gain - Direct (G) Not Ranked
170.43 3.4 -5.5 -0.5 16.7 1.9 17.7 --
Birla SL Tax Relief 96 (G) Rank 2
2,308.45 3.9 -6.4 0.3 15.9 4.3 21.8 19.9
Birla SL Tax Savings (G) Not Ranked
23.89 4.0 -6.2 0.4 15.8 3.8 19.3 15.0
UTI Long Term Advantage S2 (G) Not Ranked
120.92 3.3 -4.2 -1.0 16.3 1.7 16.0 14.2
UTI Long Term Advantage (G) Not Ranked
201.03 3.3 -4.1 -0.9 16.4 1.7 15.8 13.5
UTI LTEF (Tax Saving) (G) Rank 4
673.18 3.4 -3.7 -0.5 16.0 2.1 15.4 14.3
Invesco India Tax Plan (G) Rank 2
314.43 3.1 -5.1 -- 15.6 4.1 20.5 18.3
Sahara Taxgain (G) Not Ranked
7.07 3.6 -4.3 0.6 15.3 -1.7 13.0 12.6
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.42 5.2 -8.1 -0.1 15.3 1.1 15.5 14.9
SBI Magnum Tax Gain (G) Rank 4
4,650.56 3.4 -5.6 -0.8 15.9 1.3 17.0 16.5
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
39.12 3.9 -5.3 -0.1 15.2 -- 15.4 --
Birla Sun Life Tax Plan (G) Rank 2
386.47 3.8 -6.3 0.1 15.2 3.7 20.9 19.2
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
3,369.59 3.0 -6.0 0.1 15.7 3.1 18.9 17.9
Can Robeco Eqty TaxSaver (G) Rank 5
760.20 3.8 -5.4 -0.4 14.5 -0.6 14.8 14.2
BOI AXA Tax Advtg -RP (G) Not Ranked
57.90 5.2 -8.3 -0.4 14.5 0.4 14.7 14.3
Reliance ELSF - Series 1 (G) Not Ranked
109.21 3.0 -1.1 1.0 15.0 -2.8 15.6 15.3
IDBI Equity Advantage -Direct (G) Not Ranked
11.65 4.6 -7.7 -2.0 13.4 0.4 23.7 --
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.38 4.3 -6.6 0.5 13.3 2.2 16.3 --
Edelweiss Tax Advantage -Direct (G) Not Ranked
0.32 3.6 -6.6 -2.9 12.9 1.4 16.8 --
Union KBC Tax Saver - Direct (G) Not Ranked
4.11 2.6 -5.6 -0.5 13.3 -3.0 12.7 --
Edelweiss ELSS Fund (G) Not Ranked
62.49 4.2 -6.8 0.1 12.5 1.5 15.6 15.7
IDBI Equity Advantage - Reg (G) Not Ranked
514.29 4.5 -8.0 -2.5 12.3 -0.5 22.7 --
Edelweiss Tax Advantage (G) Not Ranked
11.84 3.5 -6.7 -3.3 12.0 -- 15.5 13.6
Union KBC Tax Saver Scheme (G) Not Ranked
119.27 2.5 -5.9 -1.1 12.1 -3.9 12.0 13.8
Invesco India AGILE Tax (G) Not Ranked
4.37 7.2 -2.8 6.3 11.8 -1.4 4.7 8.1
Axis Long Term Equity - Direct (G) Not Ranked
552.73 2.5 -6.9 -4.1 10.5 2.1 22.9 --
Axis Long Term Equity Fund (G) Rank 3
9,956.36 2.4 -7.2 -4.6 9.3 1.0 21.4 21.4
BNP Paribas Long Term Equity-DP (G) Not Ranked
6.29 5.2 -6.7 -5.0 9.0 0.9 18.3 --
BNP Paribas Long Term Equity (G) Rank 4
471.92 5.1 -7.0 -5.5 8.1 0.2 17.7 17.2
Tata Tax Advantage Fund-1(G) Not Ranked
71.93 2.8 -7.3 -7.3 -10.8 17.2 15.7 11.6
UTI Long Term Advantage S3 (G) Not Ranked
7.92 4.5 -2.8 2.4 -- -- -- --
UTI Long Term Advantage S4 (G) Not Ranked
0.00 -- -- -- -- -- -- --
UTI Long Term Advantage S4 (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI LTAF-Sr-4 Regular- Direct (G) Not Ranked
254.67 -- -- -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.33 3.6 -2.8 5.4 -- -- -- --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
20.76 3.6 -2.8 5.2 -- -- -- --
SBI LTAF-Sr-4 Regular (G) Not Ranked
124.36 -- -- -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
209.67 4.3 -3.4 1.2 -- -- -- --
CATEGORY AVERAGE 4.2 -5.3 1.2 18.2 2.8 15.7 12.3

Note : Returns have been calculated based on NAV's as on Jan 20, 2017 & Index values as on Jan 20, 2017

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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