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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 Nov 20, 2018
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Sep 18
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
DSP Tax Saver Fund - Direct (G) Rank 3
432.65 5.3 -8.5 -3.0 -5.4 11.5 12.2 18.9
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 2
372.40 3.3 -6.0 2.2 3.7 13.2 10.5 17.7
CR Equity Tax Saver Fund - D (G) Rank 2
52.65 4.4 -9.0 0.3 5.0 15.3 10.6 15.6
Axis Long Term Equity - Direct (G) Rank 2
1,176.21 4.7 -8.7 -3.1 4.3 17.5 12.2 21.8
ICICI Pru Long Term Equity (Tax Svng)-G Rank 2
4,658.41 3.2 -6.3 1.7 2.7 11.9 9.2 16.5
CR Equity Tax Saver Fund (G) Rank 2
813.70 4.3 -9.2 -0.1 4.1 14.4 9.8 14.9
Sponsored Advt.
Kotak Tax Saver - Direct (G) Not Ranked
27.74 4.2 -6.7 -0.5 -2.9 13.2 11.8 18.7
Axis Long Term Equity Fund (G) Rank 2
14,939.31 4.6 -8.9 -3.6 3.2 16.2 11.0 20.4
LIC Tax Plan - Direct (G) Rank 3
7.96 4.0 -7.5 -3.9 2.1 15.2 11.2 16.0
Invesco India Tax Plan - DP (G) Rank 1
26.14 2.7 -10.0 -2.2 1.7 16.7 13.1 20.6
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
79.39 4.1 -6.4 1.7 0.4 20.4 -- --
Taurus Tax Shield - Direct (G) Rank 1
1.33 1.8 -9.4 -3.1 1.9 17.3 13.4 15.9
Sponsored Advt.
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 2
372.40 3.3 -6.0 2.2 3.7 13.2 10.5 17.7
LIC Tax Plan (G) Rank 3
147.63 3.9 -7.8 -4.5 0.8 13.8 10.1 14.9
Quantum Tax Saving Fund - D(G) Not Ranked
60.32 3.3 -3.8 1.6 0.1 10.6 11.9 15.0
Quantum Tax Saving Fund - (G) Not Ranked
0.50 3.3 -3.8 1.5 -0.1 -- -- --
Taurus Tax Shield (G) Rank 1
51.41 1.7 -9.5 -3.4 1.3 16.7 12.5 15.0
Invesco India Tax Plan (G) Rank 1
479.08 2.5 -10.3 -2.9 0.1 14.9 11.3 18.7
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
1.08 4.2 -7.3 -1.9 -0.4 10.9 12.1 --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.41 4.0 -7.2 -2.0 -0.3 11.7 -- --
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
32.98 4.2 -7.4 -2.1 -0.7 10.5 11.7 --
IDBI Equity Advantage -Direct (G) Rank 3
22.21 5.7 -6.1 -3.9 -0.1 14.8 10.1 20.7
Quant Tax Plan - Direct (G) Not Ranked
2.04 4.9 -5.0 1.1 -1.9 13.3 15.4 21.9
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
25.45 4.0 -7.4 -2.4 -1.1 11.0 -- --
HDFC Long Term Advant. - Direct (G) Not Ranked
130.42 5.0 -6.0 0.2 -1.3 14.7 14.1 17.3
Quant Tax Plan (G) Not Ranked
5.60 4.9 -5.2 0.8 -2.4 13.0 15.2 21.8
Franklin (I) Tax Shield -Direct (G) Rank 3
357.80 2.8 -7.5 -3.3 -1.8 11.0 9.5 17.8
HDFC Long Term Advantage (G) Not Ranked
1,466.27 4.9 -6.1 -0.1 -2.0 14.0 13.4 16.6
Franklin India Tax Shield (G) Rank 3
3,118.09 2.8 -7.7 -3.7 -2.8 9.9 8.5 16.8
Union Tax Saver - Direct (G) Rank 3
6.43 3.2 -8.4 -3.5 -2.4 9.7 6.5 11.5
DHFL Pramerica LTEF-DP. (G) Not Ranked
1.49 2.4 -8.4 -3.4 -2.8 15.2 -- --
ABSL Tax Relief '96-Direct (G) Rank 1
463.99 2.6 -8.3 -4.7 -1.6 17.5 13.5 20.7
IDBI Equity Advantage - Reg (G) Rank 3
642.81 5.6 -6.5 -4.7 -1.8 12.8 8.6 19.3
Kotak Tax Saver - Direct (G) Not Ranked
27.74 4.2 -6.7 -0.5 -2.9 13.2 11.8 18.7
Union Tax Saver Scheme (G) Rank 3
197.09 3.1 -8.6 -3.9 -3.0 8.8 5.6 10.7
L&T Tax Advantage (G) Rank 2
2,878.05 2.5 -7.2 -5.0 -3.1 15.0 12.8 17.1
L&T Tax Advantage -Direct (G) Rank 3
112.59 2.5 -7.0 -4.7 -2.3 15.9 13.6 17.9
ABSL Tax Plan-Direct (G) Not Ranked
62.42 2.6 -8.9 -5.3 -2.3 16.9 13.0 20.1
ICICI Pru RIGHT Fund (G) Not Ranked
55.08 1.5 -9.8 -2.7 -3.3 14.8 11.0 19.1
UTI Master Equity Plan (US) Not Ranked
1,906.60 3.9 -10.8 -2.7 -3.4 12.8 10.4 14.3
Tata India Tax Savings Fund - Direct (G) Rank 4
638.16 4.9 -8.7 -4.6 -4.2 14.6 12.4 --
ABSL Tax Relief '96 (G) Rank 1
4,539.51 2.5 -8.6 -5.3 -2.7 16.3 12.3 19.7
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.82 4.8 -4.8 -3.4 -3.4 14.3 12.0 --
Motilal Oswal Long Term Eq - D (G) Rank 2
111.10 4.2 -10.7 -9.5 -4.1 15.5 14.6 --
JM Tax Gain Fund -Direct (G) Rank 2
0.88 5.5 -9.8 -5.6 -3.8 15.8 13.8 19.2
Kotak Tax Saver - Regular (G) Rank 3
697.22 4.1 -6.9 -1.1 -3.9 11.7 10.3 17.4
DHFL Pramerica Tax Plan-DP (G) Not Ranked
1.49 2.6 -8.5 -3.4 -3.4 15.5 12.4 16.4
ABSL Tax Plan (G) Not Ranked
623.17 2.5 -9.1 -5.8 -3.4 15.6 11.7 18.9
UTI LTEF (Tax Saving) - Direct (G) Rank 3
50.35 2.0 -8.9 -4.7 -4.8 11.5 9.3 14.5
DHFL Pramerica LTEF-(G) Not Ranked
128.71 2.3 -8.8 -4.4 -4.7 13.4 -- --
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
26.34 4.7 -5.1 -4.0 -4.2 13.8 11.6 --
Tata India Tax Savings Fund - Reg (G) Rank 4
83.11 4.8 -9.0 -5.1 -5.2 13.3 11.2 --
JM Tax Gain Fund (G) Rank 2
31.63 5.4 -9.9 -5.9 -4.5 14.6 12.1 17.6
DSP Tax Saver Fund - Direct (G) Rank 3
432.65 5.3 -8.5 -3.0 -5.4 11.5 12.2 18.9
IDFC Tax Adv. (ELSS) -Direct (G) Rank 2
111.08 3.5 -7.9 -8.0 -4.0 18.4 13.4 18.6
Edelweiss Tax Advantage -Direct (G) Not Ranked
0.41 3.0 -10.8 -7.5 -5.1 11.5 8.3 15.0
Motilal Oswal Long Term Eq - (G) Rank 3
671.17 4.1 -11.0 -10.0 -5.3 14.0 13.0 --
UTI LTEF (Tax Saving) (G) Rank 3
918.47 1.9 -9.1 -5.1 -5.6 10.5 8.3 13.5
Edelweiss Tax Advantage (G) Not Ranked
11.91 3.0 -10.9 -7.7 -5.5 11.0 7.7 14.0
SBI Magnum Tax Gain - Direct (G) Rank 4
312.37 4.5 -6.3 -1.1 -6.0 10.2 7.9 15.4
DSP Tax Saver Fund - Regular (G) Rank 3
3,493.31 5.2 -8.7 -3.4 -6.3 10.3 11.1 17.9
IDFC Tax Advantage (ELSS)-RP (G) Rank 2
943.06 3.4 -8.2 -8.5 -5.1 17.0 12.1 17.2
Edelweiss LT Equity Fund - Direct (G) Rank 3
2.06 3.4 -9.7 -6.5 -6.5 11.7 7.8 14.6
Principal Tax Savings - Direct Rank 3
13.37 3.8 -7.4 -4.2 -6.8 15.7 13.3 18.6
DHFL Pramerica Tax Plan (G) Not Ranked
43.28 2.3 -9.0 -4.6 -5.4 13.4 10.6 15.0
SBI Magnum Tax Gain (G) Rank 4
6,111.16 4.4 -6.5 -1.5 -6.8 9.4 7.1 14.7
SBI LTAF-Sr-4 Regular- Direct (G) Not Ranked
12.60 4.0 -7.8 -6.9 -6.7 -- -- --
L&T Long Term Adv. Fund - I (G) Not Ranked
2.35 3.1 -10.5 -6.5 -6.0 11.3 11.2 17.2
Principal Tax Savings Rank 3
372.89 3.7 -7.6 -4.7 -7.6 15.1 12.7 18.0
Edelweiss LT Equity Fund (G) Rank 3
73.46 3.3 -10.0 -7.1 -7.7 10.4 6.7 13.7
SBI LTAF-Sr-4 Regular (G) Not Ranked
133.12 3.9 -8.0 -7.4 -7.6 -- -- --
Principal Personal Tax Saver Not Ranked
315.63 3.5 -7.8 -3.9 -7.9 8.7 7.8 13.2
BNP Paribas Long Term Equity-DP (G) Rank 5
9.30 4.2 -7.3 -4.7 -7.0 12.3 7.5 15.6
HDFC Tax Saver - Direct (G) Rank 4
521.59 1.7 -7.3 -1.7 -8.7 10.2 9.9 15.7
Mahindra MF KBY - DP (G) Not Ranked
3.90 2.5 -7.7 -3.7 -8.2 7.2 -- --
UTI Long Term Advantage S3 (G) Not Ranked
11.18 5.9 -6.9 -6.0 -9.0 14.5 -- --
Sundaram Diversified Equity -Direct (G) Not Ranked
50.48 3.0 -11.6 -8.9 -8.5 10.6 9.4 15.5
SBI Tax Advantage Sr-2 (G) Not Ranked
30.59 3.2 -7.5 -2.7 -9.2 14.2 13.8 22.8
HDFC Tax Saver (G) Rank 4
6,563.84 1.6 -7.5 -2.0 -9.4 9.4 9.2 15.0
BNP Paribas Long Term Equity (G) Rank 5
568.43 4.2 -7.6 -5.3 -8.1 11.1 6.5 14.8
HSBC Tax Saver Equity -Direct (G) Rank 4
3.88 4.4 -9.9 -7.1 -9.1 12.3 10.1 16.6
Sundaram Diversified Equity (G) Rank 4
2,546.46 3.0 -11.7 -9.1 -9.0 10.0 8.9 15.0
Sahara Taxgain - Direct (G) Not Ranked
0.68 3.4 -9.3 -5.1 -9.5 8.4 7.4 12.6
UTI Long Term Advantage S3 (G) Not Ranked
288.99 5.8 -7.2 -6.6 -10.1 12.7 -- --
HSBC Tax Saver Equity Fund (G) Rank 4
178.95 4.3 -10.0 -7.5 -9.7 11.5 9.3 15.8
BOI AXA Tax Advantage - Direct (G) Rank 4
11.78 3.9 -16.2 -15.7 -9.4 15.0 10.2 15.6
Mahindra MF KBY - RP (G) Not Ranked
206.14 2.4 -8.1 -4.7 -10.2 4.8 -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.48 3.9 -16.3 -15.8 -9.7 14.4 9.5 14.9
Sahara Taxgain (G) Not Ranked
6.31 3.4 -9.6 -5.7 -10.7 7.1 6.2 11.6
BOI AXA Tax Advtg -RP (G) Rank 4
130.62 3.8 -16.5 -16.2 -10.5 13.5 8.7 14.1
UTI Long Term Advantage S5 (G) Not Ranked
4.45 6.2 -6.0 -2.7 -12.2 -- -- --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Rank 5
8.21 1.2 -13.6 -10.0 -11.8 7.5 7.0 --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
122.33 1.1 -13.8 -10.4 -12.5 6.5 6.1 --
UTI Long Term Advantage S5 (G) Not Ranked
132.10 6.0 -6.4 -3.6 -13.8 -- -- --
Tata Infra Tax Saving Fund (G) Rank 3
6.45 4.7 -9.4 -12.1 -13.4 5.0 5.4 13.2
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
2.68 5.8 -8.0 -8.6 -14.0 8.5 9.7 --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
4.07 4.0 -9.7 -9.1 -14.6 7.3 8.4 --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
50.54 5.7 -8.3 -9.1 -14.7 8.0 9.3 --
UTI Long Term Advantage S4 (G) Not Ranked
6.28 7.2 -6.7 -5.6 -15.4 -- -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
53.89 3.9 -9.9 -9.6 -15.4 6.8 8.0 --
UTI Long Term Advantage S4 (G) Not Ranked
139.90 7.1 -7.1 -6.4 -16.9 -- -- --
Reliance Tax Saver(ELSS)-Direct (G) Rank 5
706.48 5.7 -7.8 -5.3 -18.0 7.3 7.7 19.8
Reliance Tax Saver (ELSS) (G) Rank 5
9,729.27 5.6 -8.0 -5.7 -18.7 6.2 6.8 18.8
SBI LTAF-Sr-6 Regular (G) Not Ranked
170.51 4.5 -7.5 -- -- -- -- --
Sundaram LT Tax Adv.- Sr-IV- DP (G) Not Ranked
0.52 1.8 -4.2 -- -- -- -- --
UTI Long Term Advantage S6 (G) Not Ranked
10.02 4.7 -10.5 -10.6 -- -- -- --
UTI Long Term Advantage S7 (G) Not Ranked
10.99 5.2 -9.9 -11.2 -- -- -- --
UTI Long Term Advantage S7 (G) Not Ranked
0.20 5.4 -9.4 -10.1 -- -- -- --
SBI LTAF-Sr-6 Direct (G) Not Ranked
5.85 4.6 -7.1 -- -- -- -- --
Sundaram LT Tax Adv.- Sr-V- DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI LTAF-Sr-5 Regular- Direct (G) Not Ranked
1.09 3.3 -8.4 -7.4 -- -- -- --
SBI LTAF-Sr-5 Regular (G) Not Ranked
15.16 3.2 -8.6 -8.0 -- -- -- --
Sundaram LT Tax Adv.- Sr-III- RP (G) Not Ranked
1.38 3.3 -9.8 -16.1 -- -- -- --
Sundaram LT Tax Adv.- Sr-III- DP (G) Not Ranked
0.05 3.5 -9.4 -15.4 -- -- -- --
Sundaram LT Tax Adv.- Sr-IV- RP (G) Not Ranked
19.54 1.8 -4.3 -- -- -- -- --
Indiabulls Tax Savings Fund-RP (G) Not Ranked
33.16 4.4 -8.6 -5.1 -- -- -- --
Sundaram LT Tax Adv.- Sr-V- RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Indiabulls Tax Savings Fund-DP (G) Not Ranked
25.36 4.4 -8.3 -4.7 -- -- -- --
UTI Long Term Advantage S6 (G) Not Ranked
274.09 4.5 -11.0 -11.6 -- -- -- --
CATEGORY AVERAGE 4.6 -7.5 -4.6 -4.4 9.9 7.7 10.2

Note : Returns have been calculated based on NAV's as on Nov 20, 2018 & Index values as on Nov 20, 2018

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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