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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 Nov 26, 2014
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Sep 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
37.93 5.2 15.1 33.3 100.0 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 5.2 14.9 32.8 98.6 39.2 36.0 22.1
SBI Tax Advantage Sr-2 (G) Not Ranked
47.21 4.9 10.6 29.4 83.4 33.6 -- --
SBI Tax Advantage Sr-1 (G) Not Ranked
394.83 3.1 8.4 27.9 76.9 31.8 28.9 13.4
IDBI Equity Advantage -Direct (G) Not Ranked
1.19 7.5 17.7 40.8 72.2 -- -- --
Axis Long Term Equity - Direct (G) Not Ranked
34.87 7.1 12.0 33.1 72.0 -- -- --
IDBI Equity Advantage - Reg (G) Not Ranked
112.18 7.4 17.5 40.3 71.1 -- -- --
Axis Long Term Equity Fund (G) Rank 1
2,020.07 7.0 11.5 32.1 69.4 39.3 34.1 --
Reliance ELSF - Series 1 (G) Not Ranked
122.31 9.1 15.3 27.3 67.6 27.0 28.9 17.0
ICICI Pru RIGHT Fund (G) Not Ranked
66.71 7.2 15.4 32.9 67.1 38.8 34.4 23.1
HDFC Tax Saver - Direct (G) Not Ranked
95.72 6.9 8.8 20.8 65.8 -- -- --
Religare Invesco Tax Plan - DP (G) Not Ranked
2.06 7.2 11.1 29.9 65.3 -- -- --
HDFC Tax Saver (G) Rank 4
4,525.59 6.9 8.7 20.5 64.9 31.5 25.4 16.4
JM Tax Gain Fund -Direct (G) Not Ranked
0.07 7.2 12.7 24.7 64.7 -- -- --
Religare Invesco Tax Plan (G) Rank 2
183.93 7.0 10.7 29.1 63.4 31.8 27.4 18.3
JM Tax Gain Fund (G) Not Ranked
33.36 7.2 12.5 24.3 63.1 28.7 25.7 10.5
Kotak Tax Saver - Direct (G) Not Ranked
1.40 9.1 14.4 30.1 63.1 -- -- --
Franklin (I) Tax Shield -Direct (G) Not Ranked
31.48 6.8 13.4 30.4 63.1 -- -- --
ICICI Pru Tax Plan- Direct (G) Not Ranked
44.58 5.7 8.9 22.3 62.8 -- -- --
Kotak Tax Saver (G) Rank 5
412.11 9.0 14.2 29.7 62.3 22.7 22.6 13.0
Franklin India Tax Shield (G) Rank 3
1,303.34 6.8 13.2 29.9 62.0 30.4 26.2 18.5
ICICI Pru Tax Plan (G) Rank 2
2,123.44 5.6 8.7 21.8 61.5 32.4 29.1 18.9
Birla SL Tax Relief 96-Direct (G) Not Ranked
16.39 8.6 12.6 29.8 60.8 -- -- --
Principal Tax Savings - Direct Not Ranked
0.53 5.7 8.7 19.1 60.6 -- -- --
DSP-BRTax Saver Fund -Direct (G) Not Ranked
6.96 6.7 9.1 23.7 60.2 -- -- --
Escorts Tax Plan (G) Not Ranked
3.02 6.8 9.9 28.1 60.0 18.4 14.3 4.1
Principal Tax Savings Rank 2
250.70 5.7 8.6 18.9 59.9 30.0 29.9 14.8
Birla SL Tax Relief 96 (G) Rank 3
1,672.91 8.5 12.4 29.3 59.7 31.3 27.5 13.5
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 6.9 8.1 23.9 59.6 -- -- --
DSP-BRTax Saver Fund (G) Rank 3
927.87 6.6 9.0 23.3 59.4 29.5 28.9 16.3
Birla Sun Life Tax Plan-Direct (G) Not Ranked
2.13 8.5 12.4 29.2 59.4 -- -- --
Tata Infra Tax Saving Fund (G) Not Ranked
6.79 7.4 10.0 16.0 59.1 17.4 16.7 4.8
Escorts Tax Plan - Direct (G) Not Ranked
0.02 6.8 10.0 28.5 59.0 -- -- --
SBI Magnum Tax Gain (G) Rank 3
4,777.58 6.8 8.0 23.6 58.9 28.8 26.7 14.5
HSBC Tax Saver Equity -Direct (G) Not Ranked
0.89 4.8 8.2 20.6 58.6 -- -- --
Birla Sun Life Tax Plan (G) Rank 3
162.91 8.4 12.1 28.6 58.1 30.4 27.1 15.5
HSBC Tax Saver Equity Fund (G) Rank 3
196.18 4.8 8.0 20.2 57.5 26.8 27.2 15.0
BNP Paribas Long Term Equity-DP (G) Not Ranked
1.30 4.4 8.7 25.3 57.1 -- -- --
BNP Paribas Long Term Equity (G) Rank 2
249.55 4.4 8.6 25.1 56.8 29.2 27.4 17.4
HDFC Long Term Advant. - Direct (G) Not Ranked
25.03 6.5 6.8 20.6 55.8 -- -- --
HDFC Long Term Advantage (G) Rank 3
1,082.39 6.5 6.7 20.3 55.0 31.0 25.9 16.9
LIC NOMURA Tax Plan - Direct (G) Not Ranked
0.46 7.9 10.1 28.2 54.1 -- -- --
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
18.68 6.9 9.6 23.2 53.9 -- -- --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.12 7.9 10.7 21.6 53.4 -- -- --
UTI Long Term Advantage S2 (G) Not Ranked
135.11 6.7 8.4 20.3 53.2 25.4 22.3 13.7
Can Robeco Eqty TaxSaver (G) Rank 4
787.13 6.9 9.5 23.0 53.2 25.6 24.1 17.1
Sahara Taxgain - Direct (G) Not Ranked
0.60 0.7 5.0 12.5 53.1 -- -- --
Sundaram Tax Saver -Direct (G) Not Ranked
8.26 7.5 10.5 22.7 53.0 -- -- --
UTI Long Term Advantage (G) Not Ranked
221.68 6.7 8.4 20.1 52.7 22.5 21.2 11.1
Sahara Taxgain (G) Not Ranked
11.82 0.7 4.9 12.3 52.7 25.0 23.0 14.4
LIC NOMURA Tax Plan (G) Not Ranked
34.88 7.8 9.8 27.6 52.6 27.1 23.5 12.4
Birla SL Tax Savings -Direct (G) Not Ranked
0.07 8.4 10.1 19.9 52.5 -- -- --
L&T Tax Saver Fund (G) Not Ranked
30.21 6.1 9.9 19.2 52.4 25.6 22.0 11.0
Sundaram Tax Saver (G) Rank 5
1,190.75 7.4 10.4 22.5 52.4 23.3 22.2 11.8
JPMorgan Tax Advantage (G) Not Ranked
7.19 7.8 10.5 21.0 52.1 24.7 21.8 14.3
Principal Personal Tax Saver Rank 4
369.00 6.6 8.5 17.9 51.7 24.7 23.8 12.0
L&T Long Term Adv. Fund - I (G) Not Ranked
1.75 6.9 10.3 20.5 51.3 25.8 22.9 13.2
Birla SL Tax Savings (G) Not Ranked
24.68 8.3 9.9 19.3 50.8 23.2 19.2 13.4
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
5.24 7.2 9.0 25.7 50.7 -- -- --
DWS Tax Saving Fund (G) Not Ranked
44.93 6.8 10.4 21.4 50.6 27.7 23.2 11.5
UTI Equity Tax Saving - Direct (G) Not Ranked
6.10 6.7 9.4 21.8 50.6 -- -- --
L&T Tax Advantage -Direct (G) Not Ranked
18.13 5.6 8.8 21.3 50.6 -- -- --
DWS Tax Saving Fund -Direct (G) Not Ranked
0.19 6.9 10.4 21.6 50.5 -- -- --
Tata Tax Advantage Fund-1(G) Not Ranked
91.99 5.6 8.3 21.9 49.8 24.5 21.7 15.0
Union KBC Tax Saver - Direct (G) Not Ranked
0.97 6.9 10.6 20.9 49.7 -- -- --
UTI Equity Tax Saving (G) Rank 3
499.12 6.7 9.2 21.3 49.7 24.8 21.8 12.7
L&T Tax Advantage (G) Rank 4
1,410.66 5.6 8.6 20.9 49.6 24.1 22.5 15.5
Union KBC Tax Saver Scheme (G) Not Ranked
76.45 6.9 10.5 20.7 49.4 26.5 -- --
BOI AXA Tax Advantage - Direct (G) Not Ranked
0.36 6.5 9.8 21.1 49.4 -- -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
231.04 7.0 8.5 24.8 49.0 28.3 26.9 16.8
BOI AXA Tax Advtg -Eco (G) Not Ranked
2.34 6.5 9.7 20.9 49.0 27.0 23.7 11.5
Edelweiss ELSS Fund - Direct (G) Not Ranked
0.31 7.5 11.1 22.4 48.8 -- -- --
Edelweiss ELSS Fund (G) Not Ranked
40.74 7.5 11.0 22.2 48.2 26.1 24.1 14.8
Quantum Tax Saving Fund (G) Not Ranked
24.19 4.1 7.4 20.3 48.2 26.8 25.1 16.9
BOI AXA Tax Advtg -RP (G) Not Ranked
36.81 6.4 9.5 20.5 48.1 26.3 23.1 11.0
Tata Tax Saving Fund - Direct (D) Not Ranked
2.04 5.7 8.7 23.0 47.9 -- -- --
Tata Tax Saving Fund - Plan A (D) Rank 3
164.23 5.6 8.5 22.5 46.6 23.2 21.6 13.8
UTI Master Equity Plan (US) Not Ranked
1,573.80 6.6 7.9 19.0 45.4 24.4 21.6 13.3
Baroda Pioneer ELSS 96 - Direct Not Ranked
0.10 7.0 11.8 22.7 43.9 -- -- --
Taurus Tax Shield - Direct (G) Not Ranked
0.31 4.4 6.2 15.3 43.1 -- -- --
Baroda Pioneer ELSS 96 Not Ranked
33.59 6.9 11.7 22.3 42.8 19.0 17.4 6.9
Taurus Tax Shield (G) Not Ranked
93.70 4.4 6.1 15.2 42.6 19.0 19.1 11.7
IDFC Tax Saver Fund (G) Not Ranked
36.96 6.3 5.3 17.7 39.0 24.5 22.7 14.0
Religare Invesco AGILE Tax (G) Not Ranked
6.03 5.9 3.2 12.5 21.0 11.8 13.3 7.8
Tata Tax Saving Fund - Direct (G) Not Ranked
0.00 5.6 -- -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
28.06 5.3 11.1 31.6 -- -- -- --
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.50 5.3 11.1 31.7 -- -- -- --
Tata Tax Saving Fund - Plan A (G) Not Ranked
0.00 5.8 -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 6.3 9.6 22.8 52.9 14.6 12.7 7.1

Note : Returns have been calculated based on NAV's as on Nov 26, 2014 & Index values as on Nov 26, 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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