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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 Sep 25, 2018
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 18
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
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
Sponsored Advt.
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
Sponsored Advt.
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

Note : Returns have been calculated based on NAV's as on Sep 25, 2018 & Index values as on Sep 25, 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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