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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 Jan 21, 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 0.8 7.7 0.1 -8.2 10.8 16.2 18.2
CR Equity Tax Saver Fund - D (G) Rank 2
53.62 1.8 8.6 1.3 2.8 16.0 15.6 15.5
CR Equity Tax Saver Fund (G) Rank 2
780.16 1.7 8.3 0.9 1.9 15.1 14.8 14.8
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 2
423.26 -0.3 4.3 0.7 -1.6 12.2 14.0 16.8
Taurus Tax Shield - Direct (G) Rank 1
8.95 1.7 4.7 -1.6 -1.6 16.6 17.7 15.9
Taurus Tax Shield (G) Rank 1
47.77 1.7 4.6 -1.9 -2.2 15.9 16.9 15.0
Sponsored Advt.
Kotak Tax Saver - Direct (G) Not Ranked
35.15 0.7 7.4 1.5 -3.5 12.3 16.6 18.4
Invesco India Tax Plan - DP (G) Rank 1
69.39 0.7 4.9 -2.6 -2.3 15.9 16.6 19.8
ICICI Pru Long Term Equity (Tax Svng)-G Rank 2
4,960.26 -0.4 4.0 0.1 -2.6 10.9 12.6 15.5
LIC Tax Plan - Direct (G) Rank 3
9.11 -0.8 7.2 0.5 -2.9 14.6 16.1 15.7
Kotak Tax Saver - Direct (G) Not Ranked
35.15 0.7 7.4 1.5 -3.5 12.3 16.6 18.4
Axis Long Term Equity - Direct (G) Rank 2
1,542.70 -3.4 4.8 -6.8 -3.6 16.9 14.8 20.5
Sponsored Advt.
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 2
423.26 -0.3 4.3 0.7 -1.6 12.2 14.0 16.8
Quantum Tax Saving Fund - D(G) Not Ranked
63.25 -1.2 4.2 1.1 -3.7 8.5 14.1 14.8
Quantum Tax Saving Fund - (G) Not Ranked
0.95 -1.2 4.1 1.0 -3.8 -- -- --
Mirae Asset Tax Saver Fund - DP (G) Not Ranked
118.73 0.1 6.1 3.3 -3.8 19.0 22.9 --
Invesco India Tax Plan (G) Rank 1
566.93 0.6 4.5 -3.4 -3.9 14.1 14.7 17.8
ABSL Tax Relief '96-Direct (G) Rank 1
827.71 0.2 5.1 -1.0 -4.0 16.3 16.6 20.0
LIC Tax Plan (G) Rank 3
174.10 -0.9 6.9 -0.1 -4.0 13.2 14.8 14.6
Franklin (I) Tax Shield -Direct (G) Rank 3
404.00 -0.3 4.7 -0.5 -4.0 10.9 13.1 17.4
HDFC Long Term Advant. - Direct (G) Not Ranked
129.26 2.3 8.2 2.5 -4.4 14.4 18.4 16.7
Axis Long Term Equity Fund (G) Rank 2
15,430.60 -3.5 4.5 -7.3 -4.6 15.6 13.6 19.1
ABSL Tax Plan-Direct (G) Not Ranked
70.30 0.2 5.0 -1.5 -4.6 15.7 16.0 19.4
Kotak Tax Saver - Regular (G) Rank 3
708.70 0.6 7.1 1.0 -4.6 10.9 15.0 17.0
DHFL Pramerica LTEF-DP. (G) Not Ranked
1.78 1.7 5.5 -2.3 -4.8 14.6 14.3 --
Franklin India Tax Shield (G) Rank 3
3,211.91 -0.4 4.5 -1.0 -4.9 9.8 12.0 16.3
HDFC Long Term Advantage (G) Not Ranked
1,307.58 2.2 8.1 2.2 -5.0 13.7 17.7 16.0
JM Tax Gain Fund -Direct (G) Rank 2
1.04 -0.2 7.6 -4.2 -5.0 14.6 17.1 18.9
ABSL Tax Relief '96 (G) Rank 1
5,890.87 0.1 4.9 -1.5 -5.0 15.1 15.4 19.0
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked
0.39 0.7 5.2 0.3 -5.0 10.3 -- --
DHFL Pramerica Tax Plan-DP (G) Not Ranked
0.82 1.8 5.7 -2.5 -5.1 14.8 16.2 16.7
IDBI Equity Advantage -Direct (G) Rank 3
24.36 -3.3 5.4 -2.0 -5.2 13.2 13.4 19.4
Sundaram LT Tax Advantage- Sr-I - DP (G) Not Ranked
0.88 0.9 5.3 -0.1 -5.4 9.9 16.7 --
ICICI Pru RIGHT Fund (G) Not Ranked
45.66 -0.2 4.6 -2.4 -5.6 14.3 16.1 18.7
Sundaram LT Tax Advantage- Sr-I - RP (G) Not Ranked
20.39 0.9 5.2 -0.3 -5.7 9.6 16.3 --
JM Tax Gain Fund (G) Rank 2
27.86 -0.3 7.4 -4.6 -5.7 13.6 15.5 17.4
ABSL Tax Plan (G) Not Ranked
576.97 0.1 4.8 -2.0 -5.7 14.5 14.7 18.2
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked
24.05 0.7 4.9 -0.1 -5.7 9.6 -- --
Quant Tax Plan - Direct (G) Not Ranked
2.33 -0.5 5.0 0.7 -6.0 11.6 17.0 21.2
UTI Master Equity Plan (US) Not Ranked
1,732.57 0.9 5.7 -3.4 -6.3 11.2 14.1 13.7
Union Tax Saver - Direct (G) Rank 3
6.32 1.1 6.0 -2.2 -6.4 9.3 10.4 11.3
Quant Tax Plan (G) Not Ranked
5.43 -0.5 4.8 0.4 -6.5 11.3 16.7 20.8
DHFL Pramerica LTEF-(G) Not Ranked
174.83 1.6 5.2 -3.1 -6.5 12.6 12.7 --
UTI LTEF (Tax Saving) - Direct (G) Rank 3
56.33 0.9 5.2 -0.3 -6.8 11.0 13.0 14.2
IDBI Equity Advantage - Reg (G) Rank 3
583.94 -3.4 5.0 -2.8 -6.9 11.2 11.8 18.0
Union Tax Saver Scheme (G) Rank 3
214.69 1.1 5.8 -2.6 -7.0 8.5 9.4 10.5
DHFL Pramerica Tax Plan (G) Not Ranked
33.66 1.6 5.1 -3.7 -7.1 12.6 14.2 15.1
UTI LTEF (Tax Saving) (G) Rank 3
975.36 0.9 4.9 -0.7 -7.6 10.0 11.9 13.2
Tata India Tax Savings Fund - Direct (G) Rank 4
837.71 0.7 8.3 1.2 -7.8 14.1 16.0 --
Edelweiss Tax Advantage -Direct (G) Not Ranked
0.32 1.4 6.1 -4.3 -8.0 11.8 12.2 14.7
DSP Tax Saver Fund - Direct (G) Rank 3
584.39 0.8 7.7 0.1 -8.2 10.8 16.2 18.2
BNP Paribas Long Term Equity-DP (G) Rank 5
9.11 1.1 7.6 -0.6 -8.3 12.3 11.2 15.8
Edelweiss Tax Advantage (G) Not Ranked
9.46 1.3 5.9 -4.6 -8.4 11.3 11.5 13.7
Edelweiss LT Equity Fund - Direct (G) Rank 3
2.40 1.8 7.3 -2.9 -8.6 11.8 12.1 14.5
SBI Magnum Tax Gain - Direct (G) Rank 4
347.48 1.9 7.4 3.9 -8.6 10.3 12.5 14.6
Tata India Tax Savings Fund - Reg (G) Rank 4
126.99 0.6 8.0 0.6 -8.8 12.8 14.8 --
DSP Tax Saver Fund - Regular (G) Rank 3
3,836.32 0.7 7.4 -0.4 -9.0 9.6 15.0 17.3
L&T Long Term Adv. Fund - I (G) Not Ranked
2.02 -0.2 5.2 -4.6 -9.2 10.3 15.3 16.4
SBI Magnum Tax Gain (G) Rank 4
5,882.33 1.8 7.2 3.5 -9.3 9.5 11.7 13.9
BNP Paribas Long Term Equity (G) Rank 5
463.05 1.1 7.3 -1.2 -9.3 11.1 10.1 14.9
Sahara Taxgain - Direct (G) Not Ranked
0.42 0.5 6.2 -1.7 -9.4 8.7 11.4 11.6
Mahindra MF KBY - DP (G) Not Ranked
4.47 -0.5 4.6 -0.6 -9.5 6.6 -- --
Edelweiss LT Equity Fund (G) Rank 3
69.64 1.6 6.8 -3.7 -9.9 10.4 10.9 13.5
Indiabulls Tax Savings Fund-DP (G) Not Ranked
25.32 -0.7 5.8 -2.3 -10.3 -- -- --
Motilal Oswal Long Term Eq - D (G) Rank 2
197.15 -1.1 5.3 -8.6 -10.4 12.8 17.8 --
Sahara Taxgain (G) Not Ranked
4.79 0.4 6.1 -2.3 -10.5 7.4 10.2 10.7
HDFC Tax Saver - Direct (G) Rank 4
546.19 1.1 3.5 1.0 -10.7 9.6 15.2 15.2
Indiabulls Tax Savings Fund-RP (G) Not Ranked
36.94 -0.8 5.6 -2.8 -11.1 -- -- --
HDFC Tax Saver (G) Rank 4
6,148.64 1.0 3.4 0.7 -11.3 8.8 14.4 14.5
Principal Tax Savings - Direct Rank 3
21.20 -0.1 4.7 -- -11.3 14.0 17.6 17.5
Mahindra MF KBY - RP (G) Not Ranked
225.65 -0.7 4.1 -1.7 -11.4 4.2 -- --
Motilal Oswal Long Term Eq - (G) Rank 3
819.08 -1.2 5.0 -9.2 -11.5 11.4 16.2 --
L&T Tax Advantage -Direct (G) Rank 3
161.62 -1.5 0.3 -5.0 -11.6 12.0 16.1 16.7
Principal Personal Tax Saver Not Ranked
263.28 -0.1 4.3 -0.4 -11.6 8.3 11.3 12.4
IDFC Tax Adv. (ELSS) -Direct (G) Rank 2
218.13 -1.5 3.3 -2.9 -11.8 15.2 16.3 17.5
Principal Tax Savings Rank 3
346.99 -0.2 4.5 -0.5 -12.2 13.4 16.9 16.9
SBI Tax Advantage Sr-3- Direct (G) Not Ranked
1.41 -1.4 4.8 1.5 -12.3 13.3 15.1 --
Sundaram Diversified Equity -Direct (G) Not Ranked
56.40 -- 4.7 -4.8 -12.3 8.8 13.6 15.1
L&T Tax Advantage (G) Rank 2
3,016.71 -1.5 0.2 -5.3 -12.3 11.2 15.2 15.9
Sundaram Diversified Equity (G) Rank 4
2,470.14 -0.1 4.6 -5.1 -12.8 8.2 13.1 14.6
IDFC Tax Advantage (ELSS)-RP (G) Rank 2
1,423.73 -1.5 3.0 -3.5 -12.9 13.9 15.0 16.1
SBI Tax Advantage Sr-2 (G) Not Ranked
23.57 -0.5 4.1 2.1 -12.9 11.8 17.6 20.6
SBI Tax Advantage Sr-3- Regular (G) Not Ranked
18.43 -1.5 4.5 0.9 -13.2 12.6 14.6 --
HSBC Tax Saver Equity -Direct (G) Rank 4
3.79 -0.3 6.7 -1.8 -13.3 10.5 14.3 15.8
Baroda Pioneer ELSS 96 - Plan B Dir (G) Rank 5
7.42 0.8 4.2 -5.7 -13.3 7.2 11.1 --
SBI LTAF-Sr-4 Regular- Direct (G) Not Ranked
11.45 -2.4 3.8 -1.7 -13.6 -- -- --
HSBC Tax Saver Equity Fund (G) Rank 4
148.03 -0.4 6.5 -2.1 -13.9 9.7 13.5 15.0
Baroda Pioneer ELSS 96 - Plan-A (G) Not Ranked
127.93 0.7 3.9 -6.2 -14.1 6.1 10.1 --
UTI Long Term Advantage S3 (G) Not Ranked
9.78 0.1 6.1 0.1 -14.3 11.4 -- --
SBI LTAF-Sr-4 Regular (G) Not Ranked
119.98 -2.5 3.5 -2.2 -14.5 -- -- --
UTI Long Term Advantage S5 (G) Not Ranked
3.90 -0.4 6.9 4.1 -14.9 -- -- --
UTI Long Term Advantage S3 (G) Not Ranked
250.57 0.1 5.8 -0.4 -15.3 9.8 -- --
UTI Long Term Advantage S5 (G) Not Ranked
114.25 -0.5 6.3 3.2 -16.5 -- -- --
UTI Long Term Advantage S4 (G) Not Ranked
5.32 -0.1 8.5 3.3 -16.7 -- -- --
BOI AXA Tax Advantage - Direct (G) Rank 4
23.32 -0.6 4.0 -11.1 -17.9 12.9 14.1 14.8
UTI Long Term Advantage S4 (G) Not Ranked
117.03 -0.2 8.1 2.5 -18.0 -- -- --
SBI Long Term Advantage-Sr2-DP (G) Not Ranked
1.90 1.3 7.0 0.1 -18.1 7.5 13.4 --
BOI AXA Tax Advtg -Eco (G) Not Ranked
1.07 -0.6 3.9 -11.3 -18.2 12.3 13.5 14.1
BOI AXA Tax Advtg -RP (G) Rank 4
163.70 -0.7 3.7 -11.7 -18.8 11.4 12.6 13.3
SBI Long Term Advantage-Sr2-RP (G) Not Ranked
27.78 1.2 6.7 -0.5 -18.9 7.0 12.9 --
Tata Infra Tax Saving Fund (G) Rank 3
4.90 -1.0 4.9 -4.0 -19.5 3.1 8.7 12.9
SBI Long Term Advantage-Sr1-DP (G) Not Ranked
2.73 0.6 4.9 -1.7 -19.8 6.7 11.6 --
SBI Long Term Advantage-Sr1-RP (G) Not Ranked
31.80 0.5 4.6 -2.3 -20.7 6.1 11.2 --
Reliance Tax Saver(ELSS)-Direct (G) Rank 5
701.20 -0.6 5.7 1.5 -22.2 5.2 11.0 17.9
Reliance Tax Saver (ELSS) (G) Rank 5
8,946.75 -0.7 5.4 1.0 -22.9 4.2 10.0 16.9
UTI Long Term Advantage S6 (G) Not Ranked
311.58 -1.5 5.4 -4.8 -- -- -- --
UTI Long Term Advantage S7 (G) Not Ranked
210.77 -1.2 6.3 -4.2 -- -- -- --
UTI Long Term Advantage S7 (G) Not Ranked
3.85 -1.0 6.9 -3.0 -- -- -- --
UTI Long Term Advantage S6 (G) Not Ranked
11.53 -1.3 6.0 -3.7 -- -- -- --
SBI LTAF-Sr-5 Regular (G) Not Ranked
248.31 1.2 7.1 -0.6 -- -- -- --
Sundaram LT Tax Adv.- Sr-V- DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram LT Tax Adv.- Sr-IV- DP (G) Not Ranked
0.50 -2.5 1.7 -3.5 -- -- -- --
Sundaram LT Tax Adv.- Sr-IV- RP (G) Not Ranked
18.78 -2.6 1.6 -3.7 -- -- -- --
Sundaram LT Tax Adv.- Sr-III- DP (G) Not Ranked
0.86 -2.3 3.7 -6.0 -- -- -- --
Sundaram LT Tax Adv.- Sr-III- RP (G) Not Ranked
25.54 -2.4 3.2 -6.8 -- -- -- --
SBI LTAF-Sr-6 Direct (G) Not Ranked
6.67 0.6 7.5 -- -- -- -- --
SBI LTAF-Sr-6 Regular (G) Not Ranked
194.10 0.5 7.2 -- -- -- -- --
SBI LTAF-Sr-5 Regular- Direct (G) Not Ranked
18.22 1.3 7.3 -0.1 -- -- -- --
Sundaram LT Tax Adv.- Sr-V- RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 0.0 5.4 -1.8 -9.3 11.4 14.2 16.1

Note : Returns have been calculated based on NAV's as on Jan 21, 2019 & Index values as on Jan 21, 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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