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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 Feb 22, 2019
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 18
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
DSP Tax Saver Fund - Direct (G) Rank 3
584.39 -1.7 0.7 -8.5 -2.5 6.6 16.3 18.2
CR Equity Tax Saver Fund - D (G) Rank 2
53.62 -2.8 1.8 -8.6 3.4 11.4 15.4 15.5
CR Equity Tax Saver Fund (G) Rank 2
780.16 -2.9 1.6 -9.0 2.6 10.5 14.5 14.8
Axis Long Term Equity - Direct (G) Rank 1
1,542.70 -1.1 -0.5 -10.1 2.8 12.4 14.6 20.0
Mirae Asset Tax Saver Fund - DP (G) Rank 1
118.73 -1.8 1.1 -6.1 2.3 13.8 23.2 --
Axis Long Term Equity Fund (G) Rank 1
15,430.60 -1.1 -0.8 -10.6 1.8 11.2 13.4 18.6
Sponsored Advt.
Kotak Tax Saver - Direct (G) Not Ranked
35.15 -1.4 1.9 -6.1 1.5 7.4 16.2 18.6
Invesco India Tax Plan - DP (G) Rank 2
69.39 -2.2 0.1 -10.6 0.9 11.1 16.7 19.4
Kotak Tax Saver - Direct (G) Not Ranked
35.15 -1.4 1.9 -6.1 1.5 7.4 16.2 18.6
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 2
423.26 -2.4 -0.9 -8.2 0.6 7.3 13.9 16.7
Kotak Tax Saver - Regular (G) Rank 3
708.70 -1.5 1.7 -6.6 0.3 6.1 14.7 17.1
Taurus Tax Shield - Direct (G) Rank 2
8.95 -2.6 1.0 -9.5 -0.4 11.2 17.7 15.8
Sponsored Advt.
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 2
423.26 -2.4 -0.9 -8.2 0.6 7.3 13.9 16.7
Quantum Tax Saving Fund - D(G) Rank 2
63.25 -0.6 1.3 -3.9 0.7 5.5 13.7 14.5
Invesco India Tax Plan (G) Rank 2
566.93 -2.3 -0.3 -11.3 -0.6 9.4 14.8 17.5
Quantum Tax Saving Fund - (G) Not Ranked
0.95 -0.6 1.2 -4.1 0.5 -- -- --
Franklin (I) Tax Shield -Direct (G) Rank 3
404.00 -1.7 0.7 -7.6 -- 6.1 12.4 17.1
Taurus Tax Shield (G) Rank 1
47.77 -2.6 0.9 -9.8 -1.0 10.6 16.8 14.8
ICICI Pru Long Term Equity (Tax Svng)-G Rank 2
4,960.26 -2.4 -1.2 -8.7 -0.4 6.1 12.6 15.4
DHFL Pramerica LTEF-DP. (G) Rank 3
1.78 -2.3 0.9 -8.2 -0.9 8.8 14.3 --
HDFC Long Term Advant. - Direct (G) Not Ranked
129.26 -2.3 1.2 -5.8 -1.1 9.4 18.4 16.2
JM Tax Gain Fund -Direct (G) Rank 3
1.04 -1.6 0.9 -9.4 -1.2 9.4 17.5 18.8
LIC Tax Plan - Direct (G) Rank 1
9.11 -3.0 0.3 -8.0 -1.3 9.6 15.6 15.4
DHFL Pramerica Tax Plan-DP (G) Not Ranked
0.82 -2.4 0.8 -8.4 -1.4 9.0 15.0 16.5
UTI Master Equity Plan (US) Not Ranked
1,732.57 -0.9 1.6 -10.4 -1.2 6.6 14.8 14.0
Franklin India Tax Shield (G) Rank 3
3,211.91 -1.8 0.5 -8.0 -1.0 5.1 11.3 16.0
HDFC Long Term Advantage (G) Not Ranked
1,307.58 -2.4 1.0 -6.1 -1.7 8.7 17.7 15.5
JM Tax Gain Fund (G) Rank 3
27.86 -1.6 0.7 -9.8 -1.9 8.5 16.0 17.3
ABSL Tax Relief '96-Direct (G) Rank 2
827.71 -2.2 0.2 -8.6 -1.5 11.9 16.0 20.0
Tata India Tax Savings Fund - Direct (G) Rank 3
837.71 -1.2 2.6 -7.0 -1.9 10.0 16.6 --
LIC Tax Plan (G) Rank 2
174.10 -3.0 -- -8.5 -2.4 8.3 14.4 14.3
DHFL Pramerica LTEF-(G) Rank 3
174.83 -2.5 0.5 -9.0 -2.8 7.0 12.7 --
ABSL Tax Plan-Direct (G) Not Ranked
70.30 -2.2 0.1 -9.2 -2.2 11.4 15.4 19.3
ICICI Pru RIGHT Fund (G) Not Ranked
45.66 -3.4 -0.6 -10.7 -1.9 8.9 15.9 17.8
DSP Tax Saver Fund - Direct (G) Rank 3
584.39 -1.7 0.7 -8.5 -2.5 6.6 16.3 18.2
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.39 -3.1 -1.7 -9.3 -3.2 5.1 -- --
ABSL Tax Relief '96 (G) Rank 2
5,890.87 -2.3 -- -9.0 -2.6 10.7 14.8 18.9
Tata India Tax Savings Fund - Reg (G) Rank 3
126.99 -1.3 2.3 -7.5 -2.9 8.8 15.3 --
BNP Paribas Long Term Equity-DP (G) Rank 4
9.11 -2.2 1.3 -6.7 -2.8 7.6 10.6 15.7
UTI LTEF (Tax Saving) - Direct (G) Rank 3
56.33 -1.6 1.8 -8.2 -2.9 6.1 13.0 14.4
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.88 -3.4 -2.2 -9.8 -3.6 5.1 16.3 --
Union Tax Saver - Direct (G) Rank 3
6.32 -2.7 0.5 -8.9 -3.1 5.3 10.0 10.9
DHFL Pramerica Tax Plan (G) Not Ranked
33.66 -2.6 0.3 -9.4 -3.5 6.9 13.0 14.8
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
20.39 -3.4 -2.3 -10.0 -3.9 4.7 15.9 --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
24.05 -3.2 -1.9 -9.7 -4.0 4.4 -- --
ABSL Tax Plan (G) Not Ranked
576.97 -2.3 -0.1 -9.7 -3.2 10.2 14.1 18.1
Union Tax Saver Scheme (G) Rank 4
214.69 -2.7 0.4 -9.2 -3.7 4.6 9.1 10.1
DSP Tax Saver Fund - Regular (G) Rank 3
3,836.32 -1.8 0.4 -8.9 -3.4 5.4 15.1 17.2
UTI LTEF (Tax Saving) (G) Rank 3
975.36 -1.7 1.6 -8.6 -3.8 5.2 11.9 13.3
BNP Paribas Long Term Equity (G) Rank 4
463.05 -2.3 1.0 -7.2 -3.9 6.4 9.5 14.8
IDBI Equity Advantage -Direct (G) Rank 3
24.36 -3.8 -3.5 -10.6 -4.0 8.5 11.3 19.0
SBI Magnum Tax Gain - Direct (G) Rank 4
347.48 -2.7 0.4 -7.2 -4.5 5.6 11.9 14.2
Quant Tax Plan - Direct (G) Not Ranked
2.33 -4.7 -4.0 -9.8 -5.0 6.0 15.8 20.3
Sahara Taxgain - Direct (G) Not Ranked
0.42 -2.6 0.2 -9.8 -5.1 3.2 10.6 11.4
Quant Tax Plan (G) Not Ranked
5.43 -4.8 -4.1 -10.1 -5.5 5.6 15.5 19.9
Mahindra MF KBY - DP (G) Not Ranked
4.47 -3.0 -0.8 -8.9 -5.4 2.5 -- --
SBI Magnum Tax Gain (G) Rank 4
5,882.33 -2.7 0.2 -7.5 -5.2 4.9 11.2 13.5
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.41 -1.6 -1.8 -7.2 -4.7 8.1 16.2 --
Sahara Taxgain (G) Not Ranked
4.79 -2.6 0.1 -10.2 -6.1 2.0 9.3 10.5
Edelweiss LT Equity Fund - Direct (G) Rank 4
2.40 -2.1 1.1 -8.8 -6.2 6.1 12.1 14.1
IDBI Equity Advantage - Reg (G) Rank 3
583.94 -3.9 -3.9 -11.4 -5.6 6.6 9.7 17.6
L&T Long Term Adv. Fund - I (G) Not Ranked
2.02 -3.5 -1.3 -12.1 -6.3 5.0 14.9 16.0
Edelweiss Tax Advantage -Direct (G) Not Ranked
0.32 -2.9 -0.3 -11.5 -6.6 6.5 10.9 14.3
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
18.43 -1.7 -2.1 -7.8 -5.7 7.4 15.6 --
HDFC Tax Saver - Direct (G) Rank 4
546.19 -3.0 -0.5 -9.0 -7.0 4.3 15.1 14.8
Edelweiss Tax Advantage (G) Not Ranked
9.46 -3.0 -0.6 -11.9 -7.2 5.9 10.2 13.2
Edelweiss LT Equity Fund (G) Rank 4
69.64 -2.2 0.6 -9.6 -7.6 4.8 10.8 13.2
Mahindra MF KBY - RP (G) Not Ranked
225.65 -3.2 -1.2 -9.8 -7.4 0.2 -- --
HDFC Tax Saver (G) Rank 3
6,148.64 -3.0 -0.6 -9.3 -7.6 3.5 14.3 14.1
Sundaram Diversified Equity -Direct (G) Not Ranked
56.40 -2.3 -0.6 -12.5 -8.3 3.6 14.1 15.3
Indiabulls Tax Savings Fund-DP (G) Not Ranked
25.32 -1.9 -0.4 -9.5 -8.3 -- -- --
SBI Tax Advantage Sr-2 (G) Not Ranked
23.57 -3.6 -3.1 -10.6 -7.8 5.5 18.0 19.2
Sundaram Diversified Equity (G) Rank 4
2,470.14 -2.3 -0.7 -12.7 -8.8 2.9 13.5 14.8
Principal Tax Savings - Direct Rank 3
21.20 -3.6 -2.3 -10.9 -8.2 8.1 17.6 17.2
Baroda Pioneer ELSS 96 - Plan B Dir (G) Rank 5
7.42 -2.2 1.7 -13.5 -8.2 2.9 10.8 --
Indiabulls Tax Savings Fund-RP (G) Not Ranked
36.94 -2.0 -0.6 -9.8 -9.0 -- -- --
Principal Personal Tax Saver Not Ranked
263.28 -3.7 -2.5 -11.5 -8.5 3.0 10.8 11.7
Motilal Oswal Long Term Eq - D (G) Rank 3
197.15 -2.4 -0.7 -12.1 -8.8 7.1 18.5 --
Principal Tax Savings Rank 3
346.99 -3.7 -2.4 -11.3 -9.1 7.4 16.9 16.5
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
127.93 -2.3 1.4 -13.9 -9.0 1.9 9.8 --
L&T Tax Advantage -Direct (G) Rank 3
161.62 -4.2 -5.9 -13.3 -9.4 6.2 14.7 16.3
SBI LTAF-Sr-4 Regular- Direct (G) Not Ranked
11.45 -3.4 -4.5 -12.0 -9.3 -- -- --
L&T Tax Advantage (G) Rank 3
3,016.71 -4.3 -6.0 -13.6 -10.0 5.4 13.9 15.5
IDFC Tax Adv. (ELSS) -Direct (G) Rank 3
218.13 -2.9 -3.2 -11.4 -9.4 9.6 16.4 17.3
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.90 -2.4 -0.4 -8.7 -10.3 2.6 14.1 --
HSBC Tax Saver Equity -Direct (G) Rank 4
3.79 -3.7 -1.9 -12.2 -9.9 3.6 13.4 14.9
Motilal Oswal Long Term Eq - (G) Rank 3
819.08 -2.5 -1.0 -12.6 -9.9 5.8 16.9 --
SBI LTAF-Sr-4 Regular (G) Not Ranked
119.98 -3.5 -4.8 -12.5 -10.3 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 4
148.03 -3.8 -2.1 -12.6 -10.6 2.9 12.6 14.1
UTI Long Term Advantage S3 (G) Not Ranked
9.78 -2.8 -2.1 -10.1 -11.1 4.8 -- --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
27.78 -2.5 -0.7 -9.2 -11.2 2.0 13.6 --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
1,423.73 -3.0 -3.5 -11.9 -10.5 8.4 15.1 15.9
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.73 -2.4 -1.1 -10.9 -11.6 1.9 12.4 --
UTI Long Term Advantage S3 (G) Not Ranked
250.57 -2.8 -2.3 -10.5 -12.1 3.3 -- --
UTI Long Term Advantage S5 (G) Not Ranked
3.90 -4.1 -3.9 -9.9 -12.5 -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
31.80 -2.5 -1.3 -11.4 -12.6 1.2 11.9 --
BOI AXA Tax Advantage - Direct (G) Rank 5
23.32 -2.3 -2.6 -18.6 -13.0 7.8 13.4 14.3
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.07 -2.3 -2.8 -18.8 -13.4 7.2 12.8 13.6
UTI Long Term Advantage S6 (G) Not Ranked
11.53 -3.4 -2.1 -13.4 -13.9 -- -- --
UTI Long Term Advantage S4 (G) Not Ranked
5.32 -4.0 -3.4 -9.9 -14.0 0.4 -- --
UTI Long Term Advantage S5 (G) Not Ranked
114.25 -4.3 -4.4 -10.8 -14.1 -- -- --
BOI AXA Tax Advtg -RP (G) Rank 5
163.70 -2.4 -3.0 -19.1 -14.1 6.4 11.9 12.7
UTI Long Term Advantage S4 (G) Not Ranked
117.03 -4.1 -3.7 -10.5 -15.4 -1.5 -- --
UTI Long Term Advantage S6 (G) Not Ranked
311.58 -3.6 -2.6 -14.4 -15.8 -- -- --
Tata Infra Tax Saving Fund (G) Rank 3
4.90 -5.7 -4.6 -15.0 -18.6 -2.4 7.5 11.8
Reliance Tax Saver(ELSS)-Direct (G) Rank 5
701.20 -4.9 -4.6 -12.8 -18.0 -1.2 10.0 16.7
Reliance Tax Saver (ELSS) (G) Rank 5
8,946.75 -5.0 -4.8 -13.1 -18.7 -2.1 9.0 15.7
UTI Long Term Advantage S7 (G) Not Ranked
210.77 -3.6 -2.5 -13.1 -- -- -- --
UTI Long Term Advantage S7 (G) Not Ranked
3.85 -3.4 -1.9 -12.1 -- -- -- --
SBI LTAF-Sr-5 Regular (G) Not Ranked
248.31 -3.2 0.8 -8.6 -- -- -- --
Sundaram LT Tax Adv.- Sr-III- DP (G) Not Ranked
0.86 -6.2 -6.2 -14.9 -- -- -- --
Sundaram LT Tax Adv.- Sr-IV- RP (G) Not Ranked
18.78 -5.5 -5.9 -9.9 -- -- -- --
Sundaram LT Tax Adv.- Sr-IV- DP (G) Not Ranked
0.50 -5.5 -5.7 -9.7 -- -- -- --
Sundaram LT Tax Adv.- Sr-V- RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram LT Tax Adv.- Sr-V- DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI LTAF-Sr-6 Direct (G) Not Ranked
6.67 -3.6 -1.0 -8.6 -- -- -- --
SBI LTAF-Sr-6 Regular (G) Not Ranked
194.10 -3.7 -1.3 -9.1 -- -- -- --
SBI LTAF-Sr-5 Regular- Direct (G) Not Ranked
18.22 -3.2 1.0 -8.1 -- -- -- --
Sundaram LT Tax Adv.- Sr-III- RP (G) Not Ranked
25.54 -6.3 -6.6 -15.6 -- -- -- --
CATEGORY AVERAGE -3.2 -1.8 -10.3 -6.3 6.0 14.0 15.7

Note : Returns have been calculated based on NAV's as on Feb 22, 2019 & Index values as on Feb 22, 2019

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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