Election 2014
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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 Apr 17, 2014
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Mutual Fund Scheme Crisil Rank AUM
(Rs. cr.)
Dec 13
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Axis Long Term Equity - Direct (G) Not Ranked
6.51 3.4 11.5 23.2 34.6 -- -- --
Axis Long Term Equity Fund (G) Rank 1
748.82 3.2 11.0 22.4 33.1 22.2 15.6 --
ICICI Pru RIGHT Fund (G) Not Ranked
59.91 3.9 9.7 18.7 32.8 20.3 16.2 --
ICICI Pru Tax Plan- Direct (G) Not Ranked
13.47 6.6 10.9 20.9 31.0 -- -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
11.87 8.9 17.9 32.4 30.5 -- -- --
ICICI Pru Tax Plan (G) Rank 2
1,497.77 6.5 10.6 20.5 30.1 19.1 10.4 24.4
Reliance Tax Saver (ELSS) (G) Rank 3
1,852.11 8.8 17.7 32.0 29.7 14.5 10.8 21.5
Sahara Taxgain - Direct (G) Not Ranked
0.25 8.2 9.8 21.8 29.1 -- -- --
Sahara Taxgain (G) Not Ranked
10.22 8.1 9.8 21.6 28.7 12.9 8.0 19.7
SBI Tax Advantage Sr-2 (G) Not Ranked
29.73 5.2 12.7 30.0 28.6 20.2 -- --
Principal Tax Savings - Direct Not Ranked
0.17 7.6 10.0 19.1 27.9 -- -- --
Principal Tax Savings Rank 2
198.51 7.5 9.9 18.9 27.3 18.6 10.3 17.1
HDFC Tax Saver - Direct (G) Not Ranked
38.15 8.9 13.5 22.2 26.6 -- -- --
L&T Tax Saver Fund (G) Not Ranked
26.90 6.4 9.1 16.8 26.5 13.3 4.3 16.1
HDFC Long Term Advant. - Direct (G) Not Ranked
7.53 5.4 11.0 19.1 26.3 -- -- --
HDFC Tax Saver (G) Rank 4
3,386.28 8.9 13.4 21.8 25.8 13.4 6.9 20.9
HDFC Long Term Advantage (G) Rank 3
828.23 5.4 10.8 18.8 25.7 16.1 9.3 21.9
SBI Tax Advantage Sr-1 (G) Not Ranked
311.09 6.0 11.5 27.8 25.6 13.8 7.3 16.5
L&T Long Term Adv. Fund - I (G) Not Ranked
1.59 6.0 8.8 17.4 25.6 13.6 6.6 18.0
Birla SL Tax Relief 96-Direct (G) Not Ranked
6.72 4.0 7.6 16.2 24.7 -- -- --
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.37 5.2 12.8 19.4 24.5 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
0.82 5.1 9.1 17.6 24.4 -- -- --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
1.62 3.8 5.1 14.0 24.3 -- -- --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
0.84 4.0 7.4 15.8 23.9 -- -- --
Birla SL Tax Relief 96 (G) Rank 3
1,394.59 3.9 7.4 16.0 23.7 16.2 7.0 18.0
HSBC Tax Saver Equity Fund (G) Rank 3
167.29 5.1 12.6 19.0 23.6 18.4 10.3 19.2
IDFC Tax Advantage (ELSS) (G) Rank 2
160.23 3.7 4.9 13.6 23.6 17.5 9.3 18.7
SBI Magnum Tax Gain - Direct (G) Not Ranked
23.36 4.4 8.9 16.1 23.5 -- -- --
Religare Invesco Tax Plan (G) Rank 2
137.69 5.1 8.7 17.0 23.4 16.2 9.9 21.4
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.14 3.4 6.9 10.6 23.3 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.53 3.4 6.8 10.5 23.0 14.5 7.3 18.0
Birla Sun Life Tax Plan (G) Rank 3
115.40 3.9 7.2 15.5 22.9 15.7 8.1 16.8
SBI Magnum Tax Gain (G) Rank 3
4,051.57 4.4 8.7 15.9 22.9 15.5 9.3 17.6
Franklin (I) Tax Shield -Direct (G) Not Ranked
12.03 3.9 9.8 15.3 22.8 -- -- --
BNP Paribas Tax Advantage -Dir (G) Not Ranked
0.30 4.6 8.3 10.7 22.7 -- -- --
Principal Personal Tax Saver Rank 4
338.39 4.7 10.0 13.9 22.7 14.9 6.3 16.6
DSP-BRTax Saver Fund -Direct (G) Not Ranked
2.63 5.2 7.9 14.2 22.5 -- -- --
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.07 3.8 5.8 10.9 22.5 -- -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
27.01 3.3 6.6 10.2 22.3 14.0 6.8 17.6
BNP Paribas Tax Advantage Plan (G) Rank 1
144.47 4.5 8.2 10.6 22.3 15.6 12.0 19.1
Edelweiss ELSS Fund (G) Not Ranked
22.09 3.8 5.7 10.6 22.1 13.6 9.3 16.3
Quantum Tax Saving Fund (G) Not Ranked
14.63 5.1 12.0 16.0 22.0 16.3 9.9 22.3
Franklin India Tax Shield (G) Rank 3
954.92 3.8 9.6 14.9 22.0 14.3 9.5 20.5
DSP-BRTax Saver Fund (G) Rank 3
722.92 5.2 7.9 13.9 21.8 16.2 8.4 19.7
L&T Tax Advantage -Direct (G) Not Ranked
7.37 4.5 8.6 11.9 21.0 -- -- --
JM Tax Gain Fund -Direct (G) Not Ranked
0.04 4.7 12.7 18.2 20.9 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
80.19 4.3 8.0 11.3 20.6 12.3 8.0 18.8
IDFC Tax Saver Fund (G) Not Ranked
34.04 4.0 5.2 8.6 20.5 16.4 9.0 18.4
L&T Tax Advantage (G) Rank 4
1,105.37 4.5 8.4 11.6 20.3 12.7 6.3 19.8
JM Tax Gain Fund (G) Not Ranked
29.20 4.6 12.3 17.5 19.8 12.6 4.6 11.3
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.11 3.8 6.3 11.5 19.6 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.07 4.0 8.7 9.5 19.5 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.02 4.1 7.9 12.1 19.2 -- -- --
DWS Tax Saving Fund (G) Not Ranked
44.54 4.0 8.7 9.7 19.1 15.1 5.6 13.7
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
8.91 5.3 7.9 11.9 18.7 -- -- --
Tata Tax Saving Fund - Direct Not Ranked
0.74 4.4 8.5 7.8 18.6 -- -- --
Escorts Tax Plan (G) Not Ranked
2.55 8.7 10.2 16.9 18.5 -1.0 -5.9 6.6
LIC NOMURA Tax Plan (G) Not Ranked
28.49 3.7 6.0 11.0 18.5 12.2 4.6 12.8
UTI Master Equity Plan (US) Not Ranked
1,254.19 5.1 8.4 11.2 18.3 13.0 6.8 15.6
JPMorgan Tax Advantage (G) Not Ranked
5.08 4.0 7.8 11.7 18.2 11.9 5.7 16.8
Can Robeco Eqty TaxSaver (G) Rank 3
597.49 5.3 7.8 11.7 18.1 13.1 8.7 21.7
Escorts Tax Plan - Direct (G) Not Ranked
0.01 8.8 10.4 15.8 17.8 -- -- --
Reliance ELSF - Series 1 (G) Not Ranked
102.78 6.2 9.7 20.6 17.8 11.1 8.1 18.9
Union KBC Tax Saver - Direct (G) Not Ranked
0.34 4.0 8.0 12.7 17.8 -- -- --
UTI Equity Tax Saving - Direct (G) Not Ranked
1.96 4.7 7.1 10.8 17.6 -- -- --
Union KBC Tax Saver Scheme (G) Not Ranked
53.87 4.0 7.9 12.6 17.6 15.9 -- --
UTI Equity Tax Saving (G) Rank 4
425.54 4.7 7.0 10.6 17.1 12.7 6.0 15.7
UTI Long Term Advantage S2 (G) Not Ranked
117.68 4.8 9.3 13.6 16.8 12.9 6.8 16.2
ING Tax Saving -Direct (G) Not Ranked
0.05 5.3 8.6 11.7 16.3 -- -- --
Tata Tax Saving Fund Rank 3
125.20 4.3 8.4 7.3 16.0 11.7 7.0 17.9
ING Tax Saving (G) Not Ranked
22.20 5.2 8.3 11.0 14.8 10.2 3.9 18.3
Sundaram Tax Saver -Direct (G) Not Ranked
3.94 5.2 8.1 12.4 14.6 -- -- --
Sundaram Tax Saver (G) Rank 5
1,162.76 5.2 8.0 12.2 14.2 11.3 6.3 15.3
UTI Long Term Advantage (G) Not Ranked
186.77 4.7 9.2 12.9 14.0 10.9 3.9 14.6
Taurus Tax Shield - Direct (G) Not Ranked
0.16 3.7 7.7 12.0 13.9 -- -- --
Taurus Tax Shield (G) Not Ranked
87.10 3.7 7.5 11.7 13.5 10.4 4.3 16.6
Religare Invesco AGILE Tax (G) Not Ranked
6.56 3.4 1.3 5.3 13.0 9.7 6.3 10.7
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.03 4.8 0.2 3.7 11.5 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
26.65 4.7 -- 3.1 10.6 5.3 -0.6 10.6
Kotak Tax Saver - Direct (G) Not Ranked
0.57 3.9 7.6 11.0 10.0 -- -- --
Kotak Tax Saver (G) Rank 5
334.45 3.9 7.5 10.8 9.5 7.8 3.0 14.8
Tata Infra Tax Saving Fund (G) Not Ranked
5.80 5.8 15.6 17.2 8.2 2.6 -3.9 7.3
IDBI Equity Advantage -Direct (G) Not Ranked
0.31 4.7 7.8 17.0 -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
18.74 4.7 7.8 16.7 -- -- -- --
CATEGORY AVERAGE 4.9 8.6 14.7 20.4 7.8 3.9 9.0

Note : Returns have been calculated based on NAV's as on Apr 17, 2014 & Index values as on Apr 17, 2014

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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