|
Crisil Rank |
AUM
(Rs. cr.)
Jun 18 |
1mth |
3mth |
6mth |
1yr |
2yr |
3yr |
5yr |
|
|
|
|
|
|
|
|
* Returns over 1 year are Annualised |
|
|
DSP Tax Saver Fund - Direct (G)  |
Rank 4
|
432.65 |
-6.1 |
0.4 |
3.2 |
2.6 |
9.4 |
13.8 |
21.0 |
|
|
|
|
| Taurus Tax Shield - Direct (G) |
Not Ranked
|
1.33 |
-4.9 |
1.7 |
7.3 |
13.2 |
15.1 |
15.6 |
18.8 |
|
| ICICI Pru Long Term Equity-Tax Svng-DP-G |
Rank 3
|
372.40 |
-3.7 |
3.7 |
8.1 |
14.9 |
10.8 |
13.1 |
20.8 |
|
| Taurus Tax Shield (G) |
Not Ranked
|
51.41 |
-5.0 |
1.5 |
7.0 |
12.6 |
14.6 |
14.6 |
17.8 |
 |
| CR Equity Tax Saver Fund - D (G) |
Rank 3
|
52.65 |
-7.1 |
2.7 |
9.3 |
12.5 |
12.5 |
12.1 |
17.6 |
|
ICICI Pru Long Term Equity (Tax Svng)-G  |
Rank 3
|
4,658.41 |
-3.8 |
3.4 |
7.6 |
13.7 |
9.4 |
11.7 |
19.5 |
|
| Kotak Tax Saver - Direct (G) |
Not Ranked
|
27.74 |
-5.5 |
1.9 |
5.6 |
4.8 |
10.4 |
12.3 |
20.7 |
|
|
|
|
| UTI Long Term Advantage S2 (G) |
Not Ranked
|
135.80 |
-2.5 |
-5.0 |
5.1 |
11.8 |
17.4 |
8.3 |
15.7 |
|
| Invesco India AGILE Tax (G) |
Not Ranked
|
3.47 |
-2.6 |
-5.4 |
-6.7 |
11.8 |
14.6 |
3.5 |
7.8 |
|
| CR Equity Tax Saver Fund (G) |
Rank 3
|
813.70 |
-7.1 |
2.5 |
8.9 |
11.6 |
11.7 |
11.3 |
16.8 |
|
| Axis Long Term Equity - Direct (G) |
Rank 2
|
1,176.21 |
-6.1 |
-0.7 |
9.1 |
11.4 |
14.3 |
13.0 |
24.9 |
|
| Invesco India Tax Plan - DP (G) |
Rank 1
|
26.14 |
-6.4 |
-0.2 |
8.0 |
13.4 |
14.3 |
14.4 |
23.7 |
|
| ICICI Pru Long Term Equity-Tax Svng-DP-G |
Rank 3
|
372.40 |
-3.7 |
3.7 |
8.1 |
14.9 |
10.8 |
13.1 |
20.8 |
|
|
|
|
| ABSL Tax Relief '96-Direct (G) |
Rank 2
|
463.99 |
-4.8 |
-0.5 |
5.0 |
10.8 |
14.7 |
15.1 |
23.9 |
|
| SBI Tax Advantage Sr-1 (G) |
Not Ranked
|
406.73 |
-2.3 |
-5.5 |
3.4 |
10.5 |
18.1 |
7.5 |
20.1 |
|
| Axis Long Term Equity Fund (G) |
Rank 2
|
14,939.31 |
-6.2 |
-1.0 |
8.6 |
10.3 |
13.0 |
11.8 |
23.5 |
|
| ABSL Tax Plan-Direct (G) |
Not Ranked
|
62.42 |
-5.1 |
-0.8 |
4.8 |
10.2 |
14.3 |
14.7 |
23.2 |
|
| ABSL Tax Relief '96 (G) |
Rank 2
|
4,539.51 |
-4.9 |
-0.8 |
4.4 |
9.6 |
13.5 |
14.0 |
22.8 |
|
| Invesco India Tax Plan (G) |
Rank 1
|
479.08 |
-6.6 |
-0.6 |
7.2 |
11.7 |
12.5 |
12.6 |
21.7 |
|
| ABSL Tax Plan (G) |
Not Ranked
|
623.17 |
-5.2 |
-1.1 |
4.2 |
9.0 |
13.1 |
13.4 |
22.0 |
|
| Mirae Asset Tax Saver Fund - DP (G) |
Not Ranked
|
79.39 |
-4.3 |
3.0 |
8.6 |
10.8 |
18.5 |
-- |
-- |
|
| LIC Tax Plan - Direct (G) |
Not Ranked
|
7.96 |
-6.2 |
0.1 |
3.9 |
10.3 |
11.1 |
11.0 |
18.0 |
|
| HDFC Long Term Advant. - Direct (G) |
Not Ranked
|
130.42 |
-3.8 |
2.5 |
5.3 |
8.7 |
13.2 |
15.9 |
19.7 |
|
| IDBI Equity Advantage -Direct (G) |
Rank 3
|
22.21 |
-5.2 |
-1.8 |
5.6 |
9.1 |
10.8 |
10.7 |
22.8 |
|
| LIC Tax Plan (G) |
Not Ranked
|
147.63 |
-6.3 |
-0.2 |
3.3 |
9.0 |
9.8 |
9.9 |
17.0 |
|
| ICICI Pru RIGHT Fund (G) |
Not Ranked
|
55.08 |
-5.5 |
-- |
5.1 |
9.5 |
14.2 |
12.9 |
22.7 |
|
| HDFC Long Term Advantage (G) |
Not Ranked
|
1,466.27 |
-3.9 |
2.3 |
4.9 |
7.9 |
12.4 |
15.1 |
19.0 |
|
| Sundaram LT Tax Advantage- Sr-II- DP (G) |
Not Ranked
|
0.41 |
-5.2 |
0.5 |
4.9 |
8.5 |
11.0 |
-- |
-- |
|
| DHFL Pramerica Tax Plan-DP (G) |
Not Ranked
|
1.49 |
-5.1 |
-0.4 |
4.9 |
6.5 |
11.3 |
13.8 |
18.6 |
|
| Quantum Tax Saving Fund - D(G) |
Not Ranked
|
60.32 |
-1.2 |
3.1 |
7.7 |
7.2 |
8.6 |
14.6 |
17.1 |
|
| Quantum Tax Saving Fund - (G) |
Not Ranked
|
0.50 |
-1.2 |
3.1 |
7.6 |
7.0 |
-- |
-- |
-- |
|
| Sundaram LT Tax Advantage- Sr-II- RP (G) |
Not Ranked
|
25.45 |
-5.3 |
0.3 |
4.5 |
7.7 |
10.3 |
-- |
-- |
|
| IDFC Tax Adv. (ELSS) -Direct (G) |
Rank 2
|
111.08 |
-5.0 |
-2.3 |
-- |
5.5 |
15.2 |
14.5 |
22.1 |
|
| Franklin (I) Tax Shield -Direct (G) |
Rank 3
|
357.80 |
-4.0 |
0.5 |
6.8 |
7.1 |
9.5 |
11.0 |
20.1 |
|
| Sundaram LT Tax Advantage- Sr-I - DP (G) |
Not Ranked
|
1.08 |
-5.5 |
0.5 |
5.1 |
6.9 |
9.4 |
12.6 |
-- |
|
| IDBI Equity Advantage - Reg (G) |
Rank 3
|
642.81 |
-5.3 |
-2.3 |
4.6 |
7.2 |
8.9 |
9.2 |
21.4 |
|
| DHFL Pramerica LTEF-DP. (G) |
Not Ranked
|
1.49 |
-4.8 |
-0.1 |
5.2 |
7.2 |
11.3 |
-- |
-- |
|
| Sundaram LT Tax Advantage- Sr-I - RP (G) |
Not Ranked
|
32.98 |
-5.6 |
0.4 |
4.9 |
6.5 |
9.0 |
12.2 |
-- |
|
| UTI LTEF (Tax Saving) - Direct (G) |
Rank 4
|
50.35 |
-5.5 |
0.4 |
2.9 |
6.9 |
9.3 |
10.9 |
16.5 |
|
| UTI Master Equity Plan (US) |
Not Ranked
|
1,906.60 |
-6.7 |
0.8 |
6.4 |
6.2 |
9.9 |
12.1 |
16.8 |
|
| DHFL Pramerica Tax Plan (G) |
Not Ranked
|
43.28 |
-5.3 |
-1.0 |
3.8 |
4.4 |
9.4 |
12.0 |
17.2 |
|
| Franklin India Tax Shield (G) |
Rank 3
|
3,118.09 |
-4.1 |
0.2 |
6.3 |
6.1 |
8.4 |
9.9 |
19.0 |
|
| IDFC Tax Advantage (ELSS)-RP (G) |
Rank 2
|
943.06 |
-5.1 |
-2.6 |
-0.6 |
4.2 |
13.9 |
13.2 |
20.6 |
|
| L&T Tax Advantage -Direct (G) |
Rank 2
|
112.59 |
-5.0 |
-0.9 |
1.4 |
4.2 |
13.2 |
14.0 |
19.7 |
|
| SBI LTAF-Sr-4 Regular- Direct (G) |
Not Ranked
|
12.60 |
-6.1 |
0.3 |
0.1 |
5.3 |
-- |
-- |
-- |
|
| UTI LTEF (Tax Saving) (G) |
Rank 3
|
918.47 |
-5.6 |
0.2 |
2.5 |
6.0 |
8.3 |
9.9 |
15.5 |
|
| Union Tax Saver - Direct (G) |
Not Ranked
|
6.43 |
-5.0 |
1.7 |
4.9 |
6.1 |
6.7 |
7.0 |
13.7 |
|
| Union Tax Saver Scheme (G) |
Not Ranked
|
197.09 |
-5.1 |
1.5 |
4.4 |
5.5 |
5.8 |
6.1 |
12.9 |
|
| Principal Tax Savings - Direct |
Not Ranked
|
13.37 |
-5.5 |
-0.4 |
2.3 |
5.4 |
12.2 |
15.7 |
21.6 |
|
| Kotak Tax Saver - Direct (G) |
Not Ranked
|
27.74 |
-5.5 |
1.9 |
5.6 |
4.8 |
10.4 |
12.3 |
20.7 |
|
| SBI Tax Advantage Sr-3- Direct (G) |
Not Ranked
|
1.82 |
-4.6 |
-0.1 |
1.0 |
4.0 |
9.9 |
13.3 |
-- |
|
| SBI LTAF-Sr-4 Regular (G) |
Not Ranked
|
133.12 |
-6.2 |
-- |
-0.4 |
4.3 |
-- |
-- |
-- |
|
| DHFL Pramerica LTEF-(G) |
Not Ranked
|
128.71 |
-5.0 |
-0.6 |
4.1 |
5.0 |
9.5 |
-- |
-- |
|
| Principal Tax Savings |
Not Ranked
|
372.89 |
-5.6 |
-0.7 |
1.8 |
4.6 |
11.6 |
15.2 |
21.0 |
|
| HDFC Tax Saver - Direct (G) |
Rank 4
|
521.59 |
-3.5 |
2.3 |
3.7 |
3.7 |
10.7 |
11.8 |
18.9 |
|
| SBI Tax Advantage Sr-3- Regular (G) |
Not Ranked
|
26.34 |
-4.7 |
-0.4 |
0.4 |
3.3 |
9.4 |
12.9 |
-- |
|
| Escorts Tax Plan - Direct (G) |
Not Ranked
|
2.04 |
-3.1 |
3.8 |
6.7 |
5.5 |
11.7 |
18.8 |
24.0 |
|
| L&T Tax Advantage (G) |
Rank 2
|
2,878.05 |
-5.0 |
-1.1 |
1.0 |
3.4 |
12.3 |
13.2 |
18.9 |
|
| Edelweiss Tax Advantage -Direct (G) |
Not Ranked
|
0.41 |
-7.8 |
-3.5 |
-0.2 |
3.9 |
7.8 |
9.1 |
17.0 |
|
| Kotak Tax Saver - Regular (G) |
Rank 3
|
697.22 |
-5.6 |
1.6 |
5.0 |
3.6 |
8.9 |
10.7 |
19.3 |
|
| Edelweiss LT Equity Fund - Direct (G) |
Not Ranked
|
2.06 |
-6.6 |
-2.3 |
-0.9 |
3.5 |
8.3 |
9.2 |
16.8 |
|
| Escorts Tax Plan (G) |
Not Ranked
|
5.60 |
-3.2 |
3.7 |
6.4 |
5.0 |
11.5 |
18.5 |
23.8 |
|
| BOI AXA Tax Advantage - Direct (G) |
Not Ranked
|
11.78 |
-11.3 |
-8.1 |
-6.0 |
1.9 |
11.6 |
11.6 |
18.3 |
|
| L&T Long Term Adv. Fund - I (G) |
Not Ranked
|
2.35 |
-7.0 |
-2.1 |
1.5 |
1.8 |
8.9 |
13.0 |
20.1 |
|
| HDFC Tax Saver (G) |
Rank 4
|
6,563.84 |
-3.6 |
2.1 |
3.2 |
2.9 |
9.9 |
11.0 |
18.2 |
|
| Edelweiss Tax Advantage (G) |
Not Ranked
|
11.91 |
-7.8 |
-3.6 |
-0.3 |
3.5 |
7.3 |
8.4 |
16.0 |
|
| DSP Tax Saver Fund - Regular (G) |
Rank 4
|
3,493.31 |
-6.2 |
0.2 |
2.7 |
1.6 |
8.1 |
12.7 |
20.0 |
|
| BOI AXA Tax Advtg -Eco (G) |
Not Ranked
|
1.48 |
-11.3 |
-8.2 |
-6.2 |
1.5 |
10.9 |
10.9 |
17.5 |
|
| SBI Tax Advantage Sr-2 (G) |
Not Ranked
|
30.59 |
-4.9 |
3.2 |
3.2 |
1.6 |
11.3 |
16.1 |
25.9 |
|
| Principal Personal Tax Saver |
Not Ranked
|
315.63 |
-5.7 |
-0.2 |
2.8 |
2.9 |
6.1 |
9.2 |
15.2 |
|
| SBI Magnum Tax Gain - Direct (G) |
Rank 5
|
312.37 |
-5.1 |
0.8 |
2.0 |
3.0 |
6.6 |
8.4 |
17.4 |
|
| BOI AXA Tax Advtg -RP (G) |
Not Ranked
|
130.62 |
-11.4 |
-8.4 |
-6.5 |
0.7 |
10.1 |
10.0 |
16.7 |
|
| Edelweiss LT Equity Fund (G) |
Not Ranked
|
73.46 |
-6.7 |
-2.6 |
-1.5 |
2.3 |
7.2 |
8.1 |
15.9 |
|
| UTI Long Term Advantage S3 (G) |
Not Ranked
|
11.18 |
-6.5 |
-0.8 |
-3.7 |
2.1 |
10.2 |
-- |
-- |
|
| DSP Tax Saver Fund - Direct (G) |
Rank 4
|
432.65 |
-6.1 |
0.4 |
3.2 |
2.6 |
9.4 |
13.8 |
21.0 |
|
| Tata India Tax Savings Fund - Direct (G) |
Rank 3
|
638.16 |
-7.3 |
-2.1 |
1.1 |
1.9 |
10.2 |
13.3 |
-- |
|
| SBI Magnum Tax Gain (G) |
Rank 5
|
6,111.16 |
-5.2 |
0.6 |
1.6 |
2.2 |
5.9 |
7.7 |
16.7 |
|
| Motilal Oswal Long Term Eq - D (G) |
Not Ranked
|
111.10 |
-6.2 |
-4.9 |
-2.5 |
1.8 |
14.4 |
17.2 |
-- |
|
| JM Tax Gain Fund -Direct (G) |
Not Ranked
|
0.88 |
-8.3 |
-2.3 |
2.2 |
2.1 |
11.1 |
14.5 |
21.4 |
|
| UTI Long Term Advantage S3 (G) |
Not Ranked
|
288.99 |
-6.6 |
-1.1 |
-4.2 |
0.9 |
8.4 |
-- |
-- |
|
| BNP Paribas Long Term Equity-DP (G) |
Rank 4
|
9.30 |
-6.2 |
-2.8 |
1.1 |
-0.8 |
6.6 |
7.8 |
17.1 |
|
| Tata India Tax Savings Fund - Reg (G) |
Rank 3
|
83.11 |
-7.4 |
-2.4 |
0.5 |
0.8 |
9.0 |
12.2 |
-- |
|
| Baroda Pioneer ELSS 96 - Plan B Dir (G) |
Not Ranked
|
8.21 |
-8.6 |
-3.7 |
-0.9 |
-1.0 |
6.5 |
9.1 |
-- |
|
| JM Tax Gain Fund (G) |
Not Ranked
|
31.63 |
-8.3 |
-2.5 |
1.8 |
1.3 |
9.9 |
12.8 |
19.8 |
|
| Motilal Oswal Long Term Eq - (G) |
Not Ranked
|
671.17 |
-6.3 |
-5.2 |
-3.1 |
0.5 |
12.9 |
15.5 |
-- |
|
| Sundaram Diversified Equity -Direct (G) |
Not Ranked
|
50.48 |
-7.9 |
-3.6 |
0.6 |
-0.3 |
7.6 |
11.7 |
17.8 |
|
| Mahindra MF KBY - DP (G) |
Not Ranked
|
3.90 |
-4.6 |
0.1 |
2.5 |
0.2 |
-- |
-- |
-- |
|
| Baroda Pioneer ELSS 96 - Plan-A (G) |
Not Ranked
|
122.33 |
-8.7 |
-3.9 |
-1.2 |
-1.9 |
5.5 |
8.1 |
-- |
|
| BNP Paribas Long Term Equity (G) |
Rank 4
|
568.43 |
-6.3 |
-3.1 |
0.5 |
-2.0 |
5.5 |
6.8 |
16.3 |
|
| Sundaram Diversified Equity (G) |
Rank 3
|
2,546.46 |
-8.0 |
-3.7 |
0.3 |
-0.9 |
7.0 |
11.2 |
17.3 |
|
| Sahara Taxgain - Direct (G) |
Not Ranked
|
0.68 |
-6.7 |
-0.9 |
1.5 |
-1.4 |
6.3 |
9.7 |
15.3 |
|
| HSBC Tax Saver Equity -Direct (G) |
Not Ranked
|
3.88 |
-7.5 |
-2.9 |
-2.1 |
-1.0 |
8.2 |
10.6 |
18.9 |
|
| HSBC Tax Saver Equity Fund (G) |
Not Ranked
|
178.95 |
-7.6 |
-3.1 |
-2.5 |
-1.7 |
7.4 |
9.8 |
18.0 |
|
| Mahindra MF KBY - RP (G) |
Not Ranked
|
206.14 |
-4.7 |
-0.4 |
1.3 |
-2.1 |
-- |
-- |
-- |
|
| Sahara Taxgain (G) |
Not Ranked
|
6.31 |
-6.8 |
-1.2 |
0.7 |
-2.7 |
5.0 |
8.5 |
14.3 |
|
| UTI Long Term Advantage S5 (G) |
Not Ranked
|
4.45 |
-6.2 |
0.6 |
-2.4 |
-4.0 |
-- |
-- |
-- |
|
| SBI Long Term Advantage-Sr1-DP (G) |
Not Ranked
|
4.07 |
-6.1 |
-2.6 |
-2.9 |
-4.8 |
4.1 |
9.9 |
-- |
|
| SBI Long Term Advantage-Sr1-RP (G) |
Not Ranked
|
53.89 |
-6.2 |
-2.9 |
-3.5 |
-5.5 |
3.7 |
9.6 |
-- |
|
| SBI Long Term Advantage-Sr2-DP (G) |
Not Ranked
|
2.68 |
-6.0 |
-2.7 |
-3.8 |
-5.6 |
4.6 |
10.7 |
-- |
|
| UTI Long Term Advantage S5 (G) |
Not Ranked
|
132.10 |
-6.3 |
0.2 |
-3.2 |
-5.9 |
-- |
-- |
-- |
|
| SBI Long Term Advantage-Sr2-RP (G) |
Not Ranked
|
50.54 |
-6.1 |
-3.0 |
-4.4 |
-6.3 |
4.3 |
10.4 |
-- |
|
| Tata Infra Tax Saving Fund (G) |
Not Ranked
|
6.45 |
-8.4 |
-4.6 |
-8.1 |
-7.3 |
2.0 |
5.8 |
14.6 |
|
| UTI Long Term Advantage S4 (G) |
Not Ranked
|
6.28 |
-7.2 |
-2.3 |
-6.3 |
-7.8 |
-- |
-- |
-- |
|
| Reliance Tax Saver(ELSS)-Direct (G) |
Rank 5
|
706.48 |
-4.5 |
-0.7 |
-2.9 |
-7.4 |
5.5 |
10.0 |
22.6 |
|
| Reliance Tax Saver (ELSS) (G) |
Rank 5
|
9,729.27 |
-4.6 |
-0.9 |
-3.4 |
-8.3 |
4.5 |
9.1 |
21.6 |
|
| UTI Long Term Advantage S4 (G) |
Not Ranked
|
139.90 |
-7.4 |
-2.7 |
-7.1 |
-9.6 |
-- |
-- |
-- |
|
| SBI LTAF-Sr-5 Regular (G) |
Not Ranked
|
15.16 |
-6.4 |
-3.8 |
-- |
-- |
-- |
-- |
-- |
|
| Indiabulls Tax Savings Fund-RP (G) |
Not Ranked
|
33.16 |
-6.4 |
-0.3 |
-1.9 |
-- |
-- |
-- |
-- |
|
| UTI Long Term Advantage S7 (G) |
Not Ranked
|
0.20 |
-5.8 |
-5.1 |
-- |
-- |
-- |
-- |
-- |
|
| UTI Long Term Advantage S7 (G) |
Not Ranked
|
10.99 |
-6.0 |
-5.7 |
-- |
-- |
-- |
-- |
-- |
|
| UTI Long Term Advantage S6 (G) |
Not Ranked
|
10.02 |
-6.2 |
-5.4 |
-6.2 |
-- |
-- |
-- |
-- |
|
| UTI Long Term Advantage S6 (G) |
Not Ranked
|
274.09 |
-6.4 |
-5.9 |
-7.3 |
-- |
-- |
-- |
-- |
|
| Sundaram LT Tax Adv.- Sr-III- DP (G) |
Not Ranked
|
0.05 |
-7.7 |
-9.9 |
-- |
-- |
-- |
-- |
-- |
|
| Sundaram LT Tax Adv.- Sr-IV- RP (G) |
Not Ranked
|
0.00 |
-4.2 |
-- |
-- |
-- |
-- |
-- |
-- |
|
| Sundaram LT Tax Adv.- Sr-IV- DP (G) |
Not Ranked
|
0.00 |
-4.2 |
-- |
-- |
-- |
-- |
-- |
-- |
|
| Sundaram LT Tax Adv.- Sr-V- RP (G) |
Not Ranked
|
0.00 |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
|
| Indiabulls Tax Savings Fund-DP (G) |
Not Ranked
|
25.36 |
-6.4 |
-0.2 |
-1.6 |
-- |
-- |
-- |
-- |
|
| Sundaram LT Tax Adv.- Sr-V- DP (G) |
Not Ranked
|
0.00 |
-- |
-- |
-- |
-- |
-- |
-- |
-- |
|
| SBI LTAF-Sr-6 Direct (G) |
Not Ranked
|
0.00 |
-5.6 |
-- |
-- |
-- |
-- |
-- |
-- |
|
| SBI LTAF-Sr-6 Regular (G) |
Not Ranked
|
0.00 |
-5.7 |
-- |
-- |
-- |
-- |
-- |
-- |
|
| SBI LTAF-Sr-5 Regular- Direct (G) |
Not Ranked
|
1.09 |
-6.3 |
-3.6 |
-- |
-- |
-- |
-- |
-- |
|
| Sundaram LT Tax Adv.- Sr-III- RP (G) |
Not Ranked
|
1.38 |
-7.8 |
-10.3 |
-- |
-- |
-- |
-- |
-- |
|
| CATEGORY AVERAGE |
|
|
-6.2 |
-2.4 |
0.9 |
1.8 |
7.5 |
8.3 |
11.9 |
|
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