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