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ELSS
Equity Taxing Saving Mutual Funds aimed at enabling investors to avail tax rebates under Section 80 C of the Income Tax Act.
ELSS - Returns (in %) - as on May 28, 2012
| Mutual Fund Scheme | Crisil Rank | AUM (Rs. cr.) Mar 12 |
1mth | 3mth | 6mth | 1yr | 2yr | 3yr | 5yr | |
|---|---|---|---|---|---|---|---|---|---|---|
| * Returns over 1 year are Annualised | ||||||||||
ICICI Pru RIGHT Fund (G)  |
Not Ranked |
103.83 | -4.0 | -1.4 | 8.4 | 4.1 | 8.0 | -- | -- |  |
| Reliance ELSF - Series 1 (G) |
Not Ranked |
133.92 | -3.8 | 2.0 | 17.0 | 0.8 | 4.7 | 13.3 | -- | |
| Reliance Tax Saver (ELSS) (G) |
Rank 2 |
1,972.80 | -4.9 | -1.5 | 14.2 | -0.3 | 4.4 | 13.5 | 6.9 | |
| BNP Paribas Tax Advantage Plan (G) | Rank 3 |
61.32 | -3.2 | -3.2 | 5.7 | -0.5 | 4.1 | 10.3 | -- | |
| Axis Long Term Equity Fund (G) | Not Ranked |
162.58 | -5.1 | -2.9 | 5.0 | -1.1 | 5.9 | -- | -- | |
| Can Robeco Eqty TaxSaver (G) | Rank 1 |
362.35 | -3.8 | -3.7 | 6.1 | -2.3 | 2.3 | 12.8 | 11.6 | |
| Franklin India Tax Shield (G) |
Rank 1 |
812.36 | -4.0 | -5.4 | 3.9 | -3.0 | 5.2 | 12.6 | 8.4 | |
| SBI Magnum Tax Gain (G) |
Rank 3 |
4,778.54 | -3.5 | -3.5 | 7.2 | -3.4 | -0.5 | 6.8 | 3.7 | |
| Religare AGILE Tax (G) |
Not Ranked |
8.33 | -4.9 | -1.5 | 3.3 | -3.4 | 3.3 | 6.0 | -- | |
| Quantum Tax Saving Fund (G) |
Not Ranked |
5.45 | -4.9 | -7.8 | 5.3 | -3.5 | 3.4 | 15.0 | -- | |
| Edelweiss ELSS Fund (G) |
Not Ranked |
5.93 | -3.8 | -3.4 | 6.4 | -3.7 | 2.5 | 7.1 | -- | |
| Sahara Taxgain (G) | Not Ranked |
11.11 | -4.4 | -5.1 | 6.6 | -3.8 | 2.1 | 11.1 | 9.7 | |
| Tata Tax Advantage Fund-1(G) |
Not Ranked |
188.22 | -4.0 | -5.0 | 3.3 | -4.4 | 2.7 | 10.8 | 7.6 | |
| Tata Tax Saving Fund |
Rank 3 |
121.65 | -4.1 | -5.3 | 3.1 | -5.0 | 1.6 | 9.4 | 3.9 | |
| IDFC Tax Saver Fund (G) |
Not Ranked |
39.56 | -4.5 | -5.1 | 2.8 | -5.1 | -0.6 | 9.5 | 4.2 | |
| UTI Long Term Advantage S2 (G) |
Not Ranked |
166.28 | -2.7 | -5.1 | 3.0 | -5.6 | -0.3 | 7.9 | -- | |
| Principal Tax Savings | Rank 5 |
221.65 | -4.5 | -4.0 | 8.0 | -5.7 | -3.3 | 5.7 | -3.0 | |
| Religare Tax Plan (G) |
Rank 2 |
111.53 | -5.1 | -4.9 | 3.2 | -5.7 | 1.4 | 13.0 | 9.5 | |
| Sundaram Tax Saver (G) | Rank 3 |
1,391.33 | -3.7 | -7.6 | 3.5 | -6.0 | -1.3 | 4.2 | 6.6 | |
| HSBC Tax Saver Equity Fund (G) | Rank 3 |
205.59 | -3.9 | -4.4 | 5.6 | -6.2 | -1.1 | 7.9 | 4.7 | |
| HDFC Long Term Advantage (G) |
Rank 2 |
840.52 | -5.7 | -6.1 | 5.7 | -6.6 | 2.8 | 12.9 | 5.5 | |
| ICICI Pru Tax Plan (G) |
Rank 2 |
1,278.42 | -3.5 | -6.1 | 5.9 | -7.0 | 0.9 | 15.0 | 6.9 | |
| UTI Master Equity Plan (US) |
Not Ranked |
1,165.86 | -5.5 | -7.7 | 1.5 | -7.1 | 0.2 | 6.7 | 3.3 | |
| JPMorgan Tax Advantage (G) | Not Ranked |
4.20 | -3.9 | -4.9 | 3.1 | -7.2 | 0.9 | 9.9 | -- | |
| DSP-BRTax Saver Fund (G) |
Rank 3 |
724.44 | -3.6 | -4.3 | 8.0 | -7.3 | -1.6 | 9.9 | 6.6 | |
| Birla Sun Life Tax Plan (D) |
Not Ranked |
80.74 | -4.5 | -5.0 | 4.4 | -7.4 | -1.0 | 4.4 | 0.2 | |
| Fidelity Tax Advantage (G) |
Rank 1 |
1,167.14 | -4.3 | -5.4 | 3.2 | -7.4 | 1.3 | 12.7 | 7.5 | |
| Birla Sun Life Tax Plan (G) |
Rank 3 |
45.17 | -4.5 | -5.0 | 4.4 | -7.4 | 0.2 | 5.2 | 0.6 | |
| UTI Equity Tax Saving (G) |
Rank 4 |
461.60 | -4.0 | -5.2 | 2.6 | -7.5 | -0.9 | 6.4 | 2.4 | |
| SBI Tax Advantage Sr-1 (G) |
Not Ranked |
456.32 | -4.3 | -1.9 | 6.2 | -7.6 | -4.2 | 2.9 | -- | |
| IDFC Tax Advantage (ELSS) (G) |
Rank 3 |
134.85 | -5.6 | -6.8 | 2.2 | -8.1 | -0.3 | 7.8 | -- | |
| Kotak Tax Saver (G) |
Rank 3 |
433.14 | -4.3 | -5.7 | 5.1 | -8.1 | -1.6 | 6.0 | 0.5 | |
| ING Tax Saving (G) | Rank 2 |
29.49 | -4.6 | -5.5 | 0.2 | -8.8 | -0.3 | 10.1 | -1.5 | |
| Taurus Tax Shield (G) | Rank 3 |
72.79 | -4.1 | -5.2 | 2.6 | -8.8 | -0.3 | 6.2 | 10.3 | |
| HDFC Tax Saver (G) |
Rank 2 |
3,114.05 | -5.6 | -7.7 | 3.1 | -8.9 | -- | 12.8 | 6.3 | |
| Bharti AXA Tax Advtg -Eco (G) | Not Ranked |
3.13 | -4.9 | -6.4 | 2.2 | -9.0 | -4.7 | 4.4 | -- | |
| Bharti AXA Tax Advtg -RP (G) | Rank 4 |
32.48 | -4.9 | -6.5 | 2.1 | -9.2 | -4.9 | 4.1 | -- | |
| L&T Tax Advtg - Sr I (G) |
Not Ranked |
3.04 | -5.1 | -8.8 | 3.0 | -9.2 | -4.6 | 10.7 | -- | |
| LIC NOMURA Tax Plan (G) | Rank 5 |
34.20 | -4.6 | -6.6 | 4.2 | -9.6 | -1.8 | 1.2 | -0.8 | |
| UTI Long Term Advantage (G) |
Not Ranked |
244.38 | -4.5 | -7.1 | 2.0 | -9.8 | -4.4 | 4.3 | 0.7 | |
| Principal Personal Tax Saver | Rank 4 |
468.30 | -4.1 | -5.3 | 5.1 | -10.4 | -3.7 | 6.0 | 1.3 | |
| Birla SL Tax Relief 96 (G) |
Rank 4 |
600.39 | -4.6 | -5.0 | 3.8 | -10.9 | -5.9 | 4.6 | -- | |
| L&T Tax Saver Fund (G) |
Rank 4 |
27.77 | -4.5 | -7.8 | 2.4 | -11.8 | -5.0 | 3.7 | -0.8 | |
| Baroda Pioneer ELSS 96 | Not Ranked |
21.67 | -5.2 | -9.2 | 1.3 | -12.7 | -7.4 | 1.4 | -1.0 | |
| Birla SL Tax Relief 96 (D) |
Not Ranked |
765.86 | -4.5 | -7.0 | 1.6 | -12.8 | -9.1 | 2.2 | -0.2 | |
| DWS Tax Saving Fund (G) | Rank 5 |
58.70 | -5.4 | -6.4 | -0.9 | -13.1 | -7.3 | 2.4 | 0.6 | |
| JM Tax Gain Fund (G) | Rank 4 |
40.82 | -6.9 | -8.4 | 2.7 | -13.7 | -9.8 | -1.4 | -- | |
| Tata Infra Tax Saving Fund (G) |
Not Ranked |
11.75 | -5.7 | -11.1 | 3.2 | -17.9 | -12.4 | -2.0 | -- | |
| Escorts Tax Plan (G) | Not Ranked |
3.78 | -8.1 | -11.7 | -1.6 | -22.2 | -13.7 | -2.2 | -6.3 | |
| SBI Tax Advantage Sr-2 (G) |
Not Ranked |
0.17 | -2.3 | -- | -- | -- | -- | -- | -- | |
| Union KBC Tax Saver Scheme (G) | Not Ranked |
30.88 | -3.7 | -4.0 | -- | -- | -- | -- | -- | |
| CATEGORY AVERAGE | -4.6 | -4.1 | 2.3 | -6.7 | -0.1 | 8.5 | 2.2 | |||
Note : Returns have been calculated based on NAV's as on May 28, 2012 & Index values as on May 28, 2012
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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