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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 Mar 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 8.2 6.8 4.7 8.2 10.4 16.4 19.0
CR Equity Tax Saver Fund - D (G) Rank 2
53.62 6.9 5.4 4.0 13.5 14.1 15.5 15.9
CR Equity Tax Saver Fund (G) Rank 2
780.16 6.8 5.2 3.5 12.6 13.1 14.6 15.1
Mirae Asset Tax Saver Fund - DP (G) Rank 1
118.73 7.9 4.1 3.9 12.5 16.1 23.8 --
Kotak Tax Saver - Direct (G) Not Ranked
35.15 7.7 4.0 3.2 9.9 9.8 16.9 18.8
Invesco India Tax Plan - DP (G) Rank 2
69.39 7.7 3.5 0.4 9.9 13.6 17.4 20.0
Sponsored Advt.
Kotak Tax Saver - Direct (G) Not Ranked
35.15 7.7 4.0 3.2 9.9 9.8 16.9 18.8
HDFC Long Term Advant. - Direct (G) Not Ranked
129.26 6.9 6.4 4.2 9.5 12.5 17.4 16.5
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 2
423.26 8.5 2.9 -0.3 9.1 9.4 15.2 16.9
Axis Long Term Equity - Direct (G) Rank 1
1,542.70 5.4 0.6 -0.9 9.0 13.6 15.1 19.6
HDFC Long Term Advantage (G) Not Ranked
1,307.58 6.9 6.3 3.9 8.8 11.8 16.7 15.8
Kotak Tax Saver - Regular (G) Rank 3
708.70 7.6 3.7 2.7 8.7 8.4 15.3 17.4
Sponsored Advt.
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 2
423.26 8.5 2.9 -0.3 9.1 9.4 15.2 16.9
Franklin (I) Tax Shield -Direct (G) Rank 3
404.00 7.8 3.4 0.7 8.4 9.0 13.1 17.3
Quantum Tax Saving Fund - D(G) Rank 2
63.25 6.0 1.0 0.8 8.3 7.2 13.8 14.4
Invesco India Tax Plan (G) Rank 2
566.93 7.6 3.1 -0.4 8.3 11.8 15.5 18.1
DSP Tax Saver Fund - Direct (G) Rank 3
584.39 8.2 6.8 4.7 8.2 10.4 16.4 19.0
ICICI Pru Long Term Equity (Tax Svng)-G Rank 2
4,960.26 8.5 2.7 -0.8 8.1 8.2 13.8 15.7
UTI Master Equity Plan (US) Not Ranked
1,732.57 7.5 4.9 0.7 8.1 9.4 15.6 14.4
Quantum Tax Saving Fund - (G) Not Ranked
0.95 6.0 0.9 0.7 8.0 -- -- --
Axis Long Term Equity Fund (G) Rank 1
15,430.60 5.4 0.4 -1.4 8.0 12.4 13.8 18.2
Tata India Tax Savings Fund - Direct (G) Rank 3
837.71 8.4 5.6 4.9 7.9 12.8 17.9 --
DHFL Pramerica LTEF-DP. (G) Rank 3
1.78 7.4 4.6 1.7 7.5 10.8 15.6 --
Franklin India Tax Shield (G) Rank 3
3,211.91 7.8 3.1 0.2 7.4 7.9 12.0 16.2
DHFL Pramerica Tax Plan-DP (G) Not Ranked
0.82 6.8 5.7 2.2 7.1 11.4 15.0 16.6
DSP Tax Saver Fund - Regular (G) Rank 3
3,836.32 8.1 6.5 4.1 7.1 9.2 15.2 18.0
Taurus Tax Shield - Direct (G) Rank 2
8.95 5.9 5.0 -0.3 6.9 13.9 17.6 15.9
JM Tax Gain Fund -Direct (G) Rank 3
1.04 7.2 3.1 2.5 6.7 11.1 18.3 18.6
Tata India Tax Savings Fund - Reg (G) Rank 3
126.99 8.1 5.2 4.1 6.6 11.4 16.5 --
Taurus Tax Shield (G) Rank 1
47.77 5.9 4.7 -0.7 6.3 13.2 16.8 15.0
LIC Tax Plan - Direct (G) Rank 1
9.11 6.3 0.6 1.1 6.3 11.6 15.9 15.8
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.88 7.7 2.6 -0.3 6.2 8.2 16.1 --
JM Tax Gain Fund (G) Rank 3
27.86 7.1 2.9 2.1 5.9 10.2 16.8 17.1
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
20.39 7.6 2.5 -0.5 5.8 7.9 15.7 --
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.39 7.4 2.3 -0.2 5.8 8.2 -- --
BNP Paribas Long Term Equity-DP (G) Rank 4
9.11 5.7 4.3 4.9 5.6 10.0 11.2 15.9
UTI LTEF (Tax Saving) - Direct (G) Rank 3
56.33 7.4 3.7 1.6 5.6 8.5 13.7 14.7
DHFL Pramerica LTEF-(G) Rank 3
174.83 7.3 4.2 0.9 5.5 8.9 13.9 --
Union Tax Saver - Direct (G) Rank 3
6.32 7.3 2.8 0.3 5.5 7.6 11.3 11.3
LIC Tax Plan (G) Rank 2
174.10 6.2 0.3 0.5 5.1 10.3 14.6 14.7
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
24.05 7.4 2.1 -0.6 5.0 7.5 -- --
Union Tax Saver Scheme (G) Rank 4
214.69 7.3 2.7 0.1 4.9 6.8 10.4 10.5
DHFL Pramerica Tax Plan (G) Not Ranked
33.66 6.6 5.2 1.1 4.8 9.2 13.0 14.9
SBI Magnum Tax Gain - Direct (G) Rank 4
347.48 7.7 3.6 1.7 4.8 7.7 12.4 14.5
Quant Tax Plan - Direct (G) Not Ranked
2.33 7.0 1.6 -1.5 4.8 9.2 16.0 21.1
HDFC Tax Saver - Direct (G) Rank 4
546.19 8.1 5.5 1.3 4.8 8.1 15.0 15.3
UTI LTEF (Tax Saving) (G) Rank 3
975.36 7.3 3.5 1.1 4.7 7.6 12.7 13.6
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.41 9.3 2.8 1.9 4.4 11.2 17.9 --
Sahara Taxgain - Direct (G) Not Ranked
0.42 7.3 4.8 2.4 4.4 6.2 11.0 12.2
BNP Paribas Long Term Equity (G) Rank 4
463.05 5.6 4.0 4.3 4.4 8.7 10.1 14.9
ABSL Tax Relief '96-Direct (G) Rank 2
827.71 4.7 2.1 -1.6 4.3 13.2 16.0 19.8
Quant Tax Plan (G) Not Ranked
5.43 6.9 1.4 -1.8 4.2 8.8 15.8 20.7
SBI Magnum Tax Gain (G) Rank 4
5,882.33 7.7 3.5 1.4 4.0 6.9 11.7 13.7
HDFC Tax Saver (G) Rank 3
6,148.64 9.1 4.3 0.7 3.9 6.6 15.0 14.9
ABSL Tax Plan-Direct (G) Not Ranked
70.30 4.7 2.1 -2.0 3.7 12.7 15.4 19.2
ICICI Pru RIGHT Fund (G) Not Ranked
45.66 6.0 -0.1 -3.0 3.5 10.7 15.9 17.8
Sahara Taxgain (G) Not Ranked
4.79 7.3 4.7 2.0 3.3 5.0 9.7 11.2
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
18.43 9.2 2.6 1.4 3.2 10.4 17.3 --
ABSL Tax Relief '96 (G) Rank 2
5,890.87 4.5 1.9 -2.1 3.1 12.0 14.8 18.7
ABSL Tax Plan (G) Not Ranked
576.97 4.6 1.9 -2.4 2.7 11.5 14.1 17.9
SBI Tax Advantage Sr-2 (G) Not Ranked
23.57 8.5 1.1 -2.3 2.1 8.0 19.1 19.6
Mahindra MF KBY - DP (G) Not Ranked
4.47 6.3 0.6 -0.8 2.1 4.6 -- --
HSBC Tax Saver Equity -Direct (G) Rank 4
3.79 9.9 4.6 2.5 1.3 7.4 14.2 15.3
Sundaram Diversified Equity -Direct (G) Not Ranked
56.40 8.5 3.5 -0.9 2.0 6.7 14.5 15.8
IDBI Equity Advantage -Direct (G) Rank 3
24.36 4.4 -3.1 -4.6 2.6 9.2 11.9 18.4
Edelweiss Tax Advantage -Direct (G) Not Ranked
0.32 8.0 3.0 0.6 1.8 8.8 12.3 14.7
L&T Long Term Adv. Fund - I (G) Not Ranked
2.02 7.3 3.2 0.3 1.8 8.1 15.0 16.5
Edelweiss LT Equity Fund - Direct (G) Rank 4
2.40 6.1 5.1 2.5 1.6 8.8 12.4 14.6
Sundaram Diversified Equity (G) Rank 4
2,470.14 8.5 3.4 -1.2 1.5 6.1 13.9 15.3
Principal Tax Savings - Direct Rank 3
21.20 6.8 2.4 -1.2 1.7 10.6 16.9 17.5
HSBC Tax Saver Equity Fund (G) Rank 4
148.03 9.9 4.4 2.1 0.6 6.6 13.4 14.5
Principal Personal Tax Saver Not Ranked
263.28 8.0 1.2 -2.6 1.3 5.7 11.4 12.1
Edelweiss Tax Advantage (G) Not Ranked
9.46 7.9 2.7 0.1 1.2 8.2 11.6 13.7
IDFC Tax Adv. (ELSS) -Direct (G) Rank 3
218.13 8.9 3.9 -0.2 0.7 13.3 17.1 18.6
Principal Tax Savings Rank 3
346.99 6.7 2.3 -1.6 0.8 9.9 16.3 16.9
UTI Long Term Advantage S3 (G) Not Ranked
9.78 10.0 3.7 1.6 -- 7.9 -- --
IDBI Equity Advantage - Reg (G) Rank 3
583.94 4.3 -3.4 -5.4 0.9 7.4 10.3 17.0
Edelweiss LT Equity Fund (G) Rank 4
69.64 5.9 4.5 1.6 0.1 7.4 11.1 13.6
UTI Long Term Advantage S5 (G) Not Ranked
3.90 10.3 2.0 1.2 0.1 -- -- --
Indiabulls Tax Savings Fund-DP (G) Not Ranked
25.32 6.7 1.8 0.8 -0.5 -- -- --
Mahindra MF KBY - RP (G) Not Ranked
225.65 6.2 0.2 -1.7 -- 2.3 -- --
IDFC Tax Advantage (ELSS)-RP (G) Rank 3
1,423.73 8.7 3.5 -0.8 -0.6 12.0 15.7 17.1
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.90 8.0 5.5 1.8 -1.0 5.3 15.6 --
UTI Long Term Advantage S3 (G) Not Ranked
250.57 10.0 3.5 1.2 -1.1 6.5 -- --
SBI LTAF-Sr-4 Regular- Direct (G) Not Ranked
11.45 8.9 0.5 -3.4 -1.2 -- -- --
Motilal Oswal Long Term Eq - D (G) Rank 3
197.15 8.6 2.2 -1.2 -1.2 9.7 19.6 --
Indiabulls Tax Savings Fund-RP (G) Not Ranked
36.94 6.7 1.6 0.3 -1.3 -- -- --
L&T Tax Advantage -Direct (G) Rank 3
161.62 6.5 0.1 -3.6 -1.6 8.9 14.7 16.3
UTI Long Term Advantage S5 (G) Not Ranked
114.25 10.1 1.5 0.3 -1.7 -- -- --
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.73 8.5 5.0 -0.2 -2.1 4.6 13.8 --
Baroda Pioneer ELSS 96 - Plan B Dir (G) Rank 5
7.42 5.0 3.6 -1.2 -2.1 4.7 10.4 --
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
27.78 7.9 5.2 1.2 -2.1 4.6 15.1 --
SBI LTAF-Sr-4 Regular (G) Not Ranked
119.98 8.8 0.3 -3.9 -2.2 -- -- --
L&T Tax Advantage (G) Rank 3
3,016.71 6.5 -- -3.9 -2.2 8.1 13.9 15.5
Motilal Oswal Long Term Eq - (G) Rank 3
819.08 8.5 1.9 -1.8 -2.4 8.3 18.0 --
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
127.93 5.0 3.3 -1.7 -3.0 3.7 9.5 --
UTI Long Term Advantage S4 (G) Not Ranked
5.32 9.4 1.9 1.6 -3.0 3.9 -- --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
31.80 8.4 4.7 -0.8 -3.2 4.0 13.3 --
UTI Long Term Advantage S4 (G) Not Ranked
117.03 9.3 1.6 0.9 -4.5 1.9 -- --
Tata Infra Tax Saving Fund (G) Rank 3
4.90 13.8 3.0 0.6 -5.1 2.1 10.0 12.3
Reliance Tax Saver(ELSS)-Direct (G) Rank 5
701.20 10.5 1.3 -2.6 -5.2 2.2 11.2 16.7
UTI Long Term Advantage S6 (G) Not Ranked
11.53 9.9 0.8 -2.6 -6.0 -- -- --
Reliance Tax Saver (ELSS) (G) Rank 5
8,946.75 10.4 1.0 -3.0 -6.1 1.2 10.2 15.7
BOI AXA Tax Advantage - Direct (G) Rank 5
23.32 6.6 2.8 -3.9 -7.8 10.3 13.8 15.0
UTI Long Term Advantage S6 (G) Not Ranked
311.58 9.8 0.3 -3.7 -8.0 -- -- --
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.07 6.5 2.7 -4.2 -8.2 9.8 13.1 14.2
BOI AXA Tax Advtg -RP (G) Rank 5
163.70 6.4 2.5 -4.5 -8.9 8.9 12.2 13.4
UTI Long Term Advantage S7 (G) Not Ranked
210.77 9.7 0.5 -2.2 -- -- -- --
UTI Long Term Advantage S7 (G) Not Ranked
3.85 9.9 1.1 -1.0 -- -- -- --
SBI LTAF-Sr-5 Regular- Direct (G) Not Ranked
18.22 8.1 4.0 3.0 -- -- -- --
SBI LTAF-Sr-5 Regular (G) Not Ranked
248.31 8.0 3.7 2.5 -- -- -- --
SBI LTAF-Sr-6 Regular (G) Not Ranked
194.10 8.6 2.3 1.4 -- -- -- --
SBI LTAF-Sr-6 Direct (G) Not Ranked
6.67 8.7 2.6 2.1 -- -- -- --
Sundaram LT Tax Adv.- Sr-III- RP (G) Not Ranked
25.54 12.7 0.6 -3.3 -- -- -- --
Sundaram LT Tax Adv.- Sr-III- DP (G) Not Ranked
0.86 12.8 1.0 -2.5 -- -- -- --
Sundaram LT Tax Adv.- Sr-IV- RP (G) Not Ranked
18.78 10.9 -- 0.6 -- -- -- --
Sundaram LT Tax Adv.- Sr-IV- DP (G) Not Ranked
0.50 11.0 0.2 0.9 -- -- -- --
Sundaram LT Tax Adv.- Sr-V- DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram LT Tax Adv.- Sr-V- RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 8.2 2.5 -0.1 3.0 8.7 14.9 16.2

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