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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 May 05, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Escorts Tax Plan - Direct (G) Not Ranked
0.04 5.6 8.4 11.4 11.2 29.8 24.2 --
Escorts Tax Plan (G) Not Ranked
2.76 5.6 8.4 11.2 10.9 29.1 24.0 7.0
Tata India Tax Savings Fund - Direct (G) Not Ranked
43.23 2.6 5.1 0.8 7.7 -- -- --
Tata India Tax Savings Fund - Reg (G) Not Ranked
2.44 2.5 4.9 0.4 6.4 -- -- --
L&T Tax Saver Fund (G) Not Ranked
28.44 3.4 4.5 -2.0 5.1 17.4 19.0 10.2
L&T Long Term Adv. Fund - I (G) Not Ranked
1.84 2.9 5.3 -0.7 5.1 18.0 19.3 11.7
Quantum Tax Saving Fund (G) Not Ranked
35.84 2.5 6.0 3.5 5.0 14.8 15.5 12.2
DSP-BRTax Saver Fund -Direct (G) Not Ranked
16.65 2.2 7.1 0.3 4.5 21.2 20.5 --
DSP-BRTax Saver Fund (G) Rank 3
1,087.20 2.1 7.0 -- 4.0 20.5 19.8 13.7
Franklin (I) Tax Shield -Direct (G) Not Ranked
93.31 1.6 5.6 -0.3 3.6 22.8 21.8 --
Sundaram Tax Saver -Direct (G) Not Ranked
15.83 3.7 7.7 -0.5 2.9 18.2 15.6 --
Religare Invesco Tax Plan - DP (G) Not Ranked
6.94 1.8 5.0 -1.5 2.8 23.2 22.2 --
Sundaram Tax Saver (G) Rank 4
1,163.57 3.7 7.6 -0.6 2.7 17.8 15.3 11.2
Franklin India Tax Shield (G) Rank 3
1,741.37 1.5 5.3 -0.7 2.6 21.7 20.8 15.0
Birla SL Tax Relief 96-Direct (G) Not Ranked
43.55 2.5 5.3 1.7 2.5 26.0 23.5 --
Birla Sun Life Tax Plan-Direct (G) Not Ranked
7.32 2.4 5.2 1.7 2.4 25.3 22.8 --
DHFL Pramerica Tax Saving Fund -Direct ( Not Ranked
0.70 1.5 5.0 -0.2 2.3 17.1 16.8 --
L&T Tax Advantage -Direct (G) Not Ranked
33.58 3.3 6.1 -0.5 2.2 17.3 17.2 --
ICICI Pru Long Term Equity-Tax Svng-DP-G Not Ranked
119.50 4.0 3.1 -1.3 2.2 18.7 21.2 --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.79 5.2 5.6 -0.1 1.9 -- -- --
Birla SL Tax Relief 96 (G) Rank 2
1,904.12 2.4 5.1 1.3 1.8 25.1 22.6 14.3
L&T Tax Advantage (G) Rank 3
1,507.18 3.3 5.9 -0.8 1.6 16.6 16.5 11.1
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
33.82 5.2 5.6 -0.3 1.5 -- -- --
Birla Sun Life Tax Plan (G) Rank 2
276.61 2.3 4.9 1.2 1.4 24.2 21.7 14.6
Birla SL Tax Savings -Direct (G) Not Ranked
0.09 2.4 5.1 1.0 1.2 20.5 18.4 --
BNP Paribas Long Term Equity-DP (G) Not Ranked
3.96 3.2 5.1 -0.1 1.1 22.3 20.8 --
Religare Invesco Tax Plan (G) Rank 2
247.69 1.6 4.5 -2.3 1.0 21.3 20.6 14.4
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
2,674.98 3.9 2.7 -1.9 1.0 17.5 20.1 13.6
Birla SL Tax Savings (G) Not Ranked
24.26 2.4 5.0 0.8 1.0 20.0 17.6 10.7
Axis Long Term Equity - Direct (G) Not Ranked
222.67 2.5 1.7 -0.8 1.0 25.2 26.7 --
DHFL Pramerica Tax Saving Fund (G) Not Ranked
42.37 1.4 4.7 -0.9 0.9 15.9 15.9 10.2
HSBC Tax Saver Equity -Direct (G) Not Ranked
1.94 3.3 7.5 -1.7 0.9 16.1 16.8 --
UTI Equity Tax Saving - Direct (G) Not Ranked
16.50 1.6 5.2 -1.6 0.6 15.8 15.1 --
Principal Tax Savings - Direct Not Ranked
1.93 1.9 6.6 -2.3 0.6 16.1 18.7 --
HDFC Long Term Advant. - Direct (G) Not Ranked
46.89 2.7 8.0 1.1 0.6 12.8 16.7 --
JPMorgan Tax Advantage -Direct (G) Not Ranked
0.22 1.2 3.8 -2.3 0.6 18.0 17.0 --
HDFC Long Term Advantage (G) Rank 5
1,076.87 2.7 7.8 0.8 -- 12.2 16.1 10.9
BNP Paribas Long Term Equity (G) Rank 2
405.24 3.2 5.0 -0.4 0.5 21.7 20.3 15.9
HSBC Tax Saver Equity Fund (G) Not Ranked
174.14 3.3 7.3 -2.1 0.2 15.3 16.0 12.5
Axis Long Term Equity Fund (G) Rank 1
6,256.92 2.4 1.5 -1.4 -- 23.6 25.2 19.5
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.84 4.2 3.0 -2.1 -0.2 25.0 -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
34.07 4.2 3.0 -2.1 -0.3 24.8 -- --
UTI Equity Tax Saving (G) Rank 3
601.52 1.6 4.9 -2.1 -0.4 14.7 14.3 9.8
Principal Tax Savings Rank 3
256.35 1.9 6.5 -2.5 -- 15.5 18.1 13.1
JPMorgan Tax Advantage (G) Not Ranked
11.48 1.1 3.6 -2.7 -0.5 16.4 15.6 10.3
Sahara Taxgain - Direct (G) Not Ranked
0.89 1.1 5.3 -0.2 -0.6 10.1 15.1 --
SBI Tax Advantage Sr-2 (G) Not Ranked
31.09 3.9 4.6 -1.8 -0.7 21.7 21.7 --
UTI Long Term Advantage S2 (G) Not Ranked
126.29 1.8 5.2 -2.6 -0.8 14.0 14.1 10.1
SBI Tax Advantage Sr-1 (G) Not Ranked
374.37 5.2 4.4 0.9 -0.8 22.1 21.4 14.1
IDBI Equity Advantage -Direct (G) Not Ranked
7.29 0.7 2.1 -2.9 -0.9 28.1 -- --
UTI Long Term Advantage (G) Not Ranked
209.97 1.8 5.2 -2.6 -0.9 13.8 12.8 8.5
Kotak Tax Saver - Direct (G) Not Ranked
4.61 1.7 5.7 -2.9 -0.9 21.3 16.3 --
BOI AXA Tax Advantage - Direct (G) Not Ranked
1.79 2.8 3.2 -3.7 -1.1 16.2 17.1 --
JM Tax Gain Fund -Direct (G) Not Ranked
0.42 2.0 3.2 -1.3 -1.1 17.9 17.5 --
SBI Magnum Tax Gain - Direct (G) Not Ranked
114.21 2.0 6.1 -3.3 -1.2 16.8 18.2 --
Sahara Taxgain (G) Not Ranked
8.15 1.0 5.0 -0.7 -1.5 9.4 14.6 9.3
SBI Magnum Tax Gain (G) Rank 4
4,604.80 1.9 5.9 -3.6 -1.7 16.1 17.6 12.5
IDBI Equity Advantage - Reg (G) Not Ranked
368.22 0.6 1.8 -3.3 -1.7 27.1 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.77 2.7 3.0 -4.1 -2.0 15.3 16.4 10.9
Principal Personal Tax Saver Rank 4
323.03 1.9 4.8 -4.2 -2.1 12.1 14.4 9.0
Kotak Tax Saver - Regular (G) Rank 3
482.27 1.6 5.4 -3.6 -2.3 20.0 15.3 9.9
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.90 3.7 3.9 -1.5 -2.3 -- -- --
UTI Master Equity Plan (US) Not Ranked
1,602.66 2.7 3.7 -4.5 -2.3 11.4 12.0 9.0
Can Robeco Eqty TaxSaver-Direct (G) Not Ranked
29.81 1.8 5.0 -3.1 -2.4 15.1 14.7 --
Edelweiss ELSS Fund - Direct (G) Not Ranked
1.14 0.8 2.6 -4.1 -2.4 17.0 16.9 --
Taurus Tax Shield - Direct (G) Not Ranked
0.91 2.2 4.7 -2.8 -2.5 12.6 12.0 --
IDFC Tax Adv. (ELSS) -Direct (G) Not Ranked
14.88 3.7 6.0 0.2 -2.5 20.6 20.8 --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
39.53 3.7 3.9 -1.6 -2.5 -- -- --
BOI AXA Tax Advtg -RP (G) Not Ranked
46.69 2.6 2.8 -4.5 -2.7 14.5 15.7 10.3
Can Robeco Eqty TaxSaver (G) Rank 4
805.93 1.8 4.8 -3.3 -2.9 14.5 14.2 11.1
Edelweiss ELSS Fund (G) Not Ranked
59.13 0.7 2.4 -4.4 -3.1 16.3 16.4 12.4
Baroda Pioneer ELSS 96 - Plan B Dir (Bo) Not Ranked
0.01 2.4 5.0 -2.1 -3.3 15.6 -- --
JM Tax Gain Fund (G) Not Ranked
28.42 1.8 2.6 -2.5 -3.3 16.2 16.1 10.3
Baroda Pioneer ELSS 96 - Plan B Dir (G) Not Ranked
0.88 2.4 5.0 -2.1 -3.3 -- -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
341.33 3.6 5.8 -0.3 -3.5 19.0 19.5 14.0
Tata Infra Tax Saving Fund (G) Not Ranked
6.22 0.9 4.5 -4.1 -4.3 15.2 11.5 4.2
Baroda Pioneer ELSS 96 - Plan-A (Bonus) Not Ranked
0.09 2.3 4.8 -2.4 -4.3 14.1 -- --
Taurus Tax Shield (G) Not Ranked
67.14 2.1 4.2 -3.8 -4.3 11.4 11.1 7.8
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
42.53 2.3 4.8 -2.4 -4.3 -- -- --
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.77 3.1 8.8 -0.2 -4.8 -- -- --
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
23.60 3.1 8.8 -0.3 -5.2 -- -- --
Union KBC Tax Saver - Direct (G) Not Ranked
2.91 2.3 3.1 -2.5 -5.6 12.1 12.9 --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
182.05 1.4 5.2 -2.0 -6.0 22.6 23.5 --
Union KBC Tax Saver Scheme (G) Not Ranked
78.44 2.2 2.9 -2.9 -6.3 11.5 12.4 --
LIC NOMURA Tax Plan - Direct (G) Not Ranked
2.23 3.2 5.6 -2.7 -6.4 16.4 16.1 --
Religare Invesco AGILE Tax (G) Not Ranked
4.78 1.5 -1.2 -6.7 -6.4 -0.1 2.8 3.9
Reliance Tax Saver (ELSS) (G) Rank 3
4,269.30 1.3 5.0 -2.4 -6.6 21.7 22.7 15.3
LIC NOMURA Tax Plan (G) Not Ranked
48.56 3.1 5.4 -3.0 -7.0 15.6 15.2 9.3
HDFC Tax Saver - Direct (G) Not Ranked
197.25 1.4 5.7 -5.7 -7.5 11.4 15.6 --
ICICI Pru RIGHT Fund (G) Not Ranked
56.19 2.9 2.1 -5.7 -7.8 18.5 22.6 18.1
Reliance ELSF - Series 1 (G) Not Ranked
118.97 2.1 1.5 -9.4 -8.0 12.5 13.1 10.2
HDFC Tax Saver (G) Rank 5
4,600.50 1.4 5.6 -5.9 -8.0 10.9 15.0 9.0
IDFC Tax Saver Fund (G) Not Ranked
32.43 2.8 5.8 -1.5 -8.4 9.5 12.0 10.0
Tata India Tax Savings Fund - Reg (D) Rank 1
188.10 2.5 -10.6 -14.5 -9.5 8.8 9.8 7.9
Tata Tax Advantage Fund-1(G) Not Ranked
97.00 2.8 -7.3 -7.3 -10.8 17.2 15.7 11.6
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
0.07 2.9 6.0 -- -- -- -- --
L&T Long Term Adv. - I -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
L&T Tax Saver Fund -Direct (G) Not Ranked
0.00 -- -- -- -- -- -- --
Mirae Asset Tax Saver Fund - RP (G) Not Ranked
1.03 2.8 5.6 -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
0.00 0.1 -- -- -- -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
0.00 0.3 -- -- -- -- -- --
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
0.00 0.9 -- -- -- -- -- --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.00 0.9 -- -- -- -- -- --
CATEGORY AVERAGE 2.5 4.1 -1.9 -1.2 14.7 13.7 8.7

Note : Returns have been calculated based on NAV's as on May 05, 2016 & Index values as on May 05, 2016

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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