ELSS

Funds aimed at enabling investors to avail tax rebates under Section 80-C of the Income Tax Act

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 17
1mth 3mth 6mth 1yr 2yr 3yr 5yr
* Returns over 1 year are Annualised
Sponsored Advt.
Reliance Tax Saver (ELSS) (G) Rank 3 6,327.36 1.6 8.7 13.0 30.4 9.6 24.7 21.4
Motilal MOSt Long Term Fund -DP (G) Not Ranked 18.18 4.4 11.3 17.7 43.4 25.1
Mirae Asset Tax Saver Fund – DP (G) Not Ranked 13.18 3.8 11.1 15.8 42.8
Motilal MOSt Long Term Fund -RP (G) Not Ranked 235.21 4.3 10.9 16.8 41.2 23.2
JM Tax Gain Fund -Direct (G) Not Ranked 0.56 4.6 14.2 16.6 38.7 16.5 25.0
SBI Tax Advantage Sr-2 (G) Not Ranked 29.65 3.1 6.9 8.3 37.8 16.6 27.3 25.2
Sponsored Advt.
DSP-BRTax Saver Fund (G) Rank 1 1,757.06 2.5 7.4 11.7 32.7 16.6 24.8 21.8
Principal Tax Savings – Direct Rank 3 3.10 3.9 11.7 15.0 37.4 16.9 22.9
Principal Tax Savings Rank 3 287.63 3.9 11.6 14.9 36.9 16.4 22.3 21.6
L&T Tax Saver Fund (G) Not Ranked 28.44 4.4 10.0 12.2 36.7 19.2 23.8 20.0
Kotak Tax Saver – Direct (G) Rank 2 10.94 3.9 10.8 14.2 36.4 15.5 26.4
HDFC Tax Saver – Direct (G) Rank 4 342.52 2.3 7.7 16.5 36.3 12.2 20.0
L&T Tax Advantage -Direct (G) Rank 2 52.44 4.9 12.3 16.2 35.9 16.9 23.3
JM Tax Gain Fund (G) Not Ranked 28.63 4.6 13.7 15.5 35.9 14.0 23.0 19.5
HDFC Tax Saver (G) Rank 4 5,359.88 2.2 7.5 16.1 35.4 11.5 19.3 17.4
HSBC Tax Saver Equity -Direct (G) Not Ranked 2.59 3.1 12.4 16.1 35.4 15.7 22.3
L&T Long Term Adv. Fund – I (G) Not Ranked 2.06 3.7 9.8 11.2 35.1 18.5 23.6 20.5
L&T Tax Advantage (G) Rank 2 1,877.83 4.9 12.1 15.8 35.0 16.1 22.5 18.9
HSBC Tax Saver Equity Fund (G) Not Ranked 174.33 3.1 12.2 15.7 34.5 14.9 21.5 20.4
Kotak Tax Saver – Regular (G) Rank 2 529.67 3.7 10.3 13.3 34.3 13.7 24.8 18.1
DSP-BRTax Saver Fund -Direct (G) Rank 1 98.68 2.7 7.7 12.5 34.0 17.5 25.7
Sundaram LT Tax Advantage- Sr-I – DP (G) Not Ranked 0.93 3.7 8.5 11.0 33.9 12.2
Sundaram LT Tax Advantage- Sr-I – RP (G) Not Ranked 28.45 3.7 8.5 10.8 33.4 11.7
Sundaram Tax Saver -Direct (G) Rank 3 28.60 5.2 10.3 14.3 33.4 16.5 23.5
Sundaram LT Tax Advantage- Sr-II- DP (G) Not Ranked 0.35 3.6 8.1 12.9 33.2
UTI Long Term Advantage S3 (G) Not Ranked 8.60 4.0 13.4 20.0 33.0
Sundaram Tax Saver (G) Rank 3 1,386.92 5.2 10.2 14.1 32.9 16.2 23.1 18.7
Sundaram LT Tax Advantage- Sr-II- RP (G) Not Ranked 21.85 3.6 8.0 12.7 32.8
DSP-BRTax Saver Fund (G) Rank 1 1,757.06 2.5 7.4 11.7 32.7 16.6 24.8 21.8
Tata Infra Tax Saving Fund (G) Not Ranked 6.07 6.4 12.9 17.6 31.8 11.9 21.5 14.2
Reliance Tax Saver(ELSS)-Direct (G) Rank 3 379.90 1.7 8.9 13.6 31.5 10.4 25.7
HDFC Long Term Advant. – Direct (G) Rank 3 82.98 0.9 8.5 12.0 31.4 14.2 19.2
Taurus Tax Shield – Direct (G) Not Ranked 1.03 4.6 10.7 14.5 31.3 12.5 18.7
Escorts Tax Plan (G) Not Ranked 3.97 3.5 8.0 9.1 30.9 18.8 28.8 17.0
Escorts Tax Plan – Direct (G) Not Ranked 1.14 3.5 8.0 9.1 30.8 18.9 29.3
DHFL Pramerica Tax Plan -Direct (G) Not Ranked 1.30 4.1 13.0 14.4 30.7 14.7 21.7
Tata India Tax Savings Fund – Direct (G) Rank 1 229.31 4.4 11.1 13.7 30.7 18.1
HDFC Long Term Advantage (G) Rank 3 1,215.99 0.9 8.3 11.6 30.5 13.5 18.5 17.9
IDFC Tax Adv. (ELSS) -Direct (G) Rank 4 27.93 4.1 12.6 16.1 30.5 11.9 23.9
Reliance Tax Saver (ELSS) (G) Rank 3 6,327.36 1.6 8.7 13.0 30.4 9.6 24.7 21.4
Taurus Tax Shield (G) Not Ranked 52.84 4.6 10.6 14.3 30.3 11.0 17.6 15.2
Baroda Pioneer ELSS 96 – Plan B Dir (G) Not Ranked 6.22 4.5 11.2 12.4 30.2 11.4
Baroda Pioneer ELSS 96 – Plan B Dir (Bo) Not Ranked 0.02 4.5 11.2 12.4 30.2 11.4 20.6
SBI Long Term Advantage-Sr2-DP (G) Not Ranked 2.16 1.6 5.2 6.0 30.1 14.7
UTI Long Term Advantage S3 (G) Not Ranked 226.23 3.8 12.9 18.7 30.1
SBI Long Term Advantage-Sr2-RP (G) Not Ranked 40.93 1.6 5.1 5.9 30.0 14.4
Tata India Tax Savings Fund – Reg (G) Rank 1 283.59 4.2 10.9 13.2 29.5 16.8
Baroda Pioneer ELSS 96 – Plan-A (G) Not Ranked 68.21 4.4 10.9 11.9 29.2 10.4
Baroda Pioneer ELSS 96 – Plan-A (Bonus) Not Ranked 0.10 4.4 10.9 11.9 29.2 10.4 19.2
IDFC Tax Advantage (ELSS)-RP (G) Rank 4 487.12 4.0 12.3 15.5 29.1 10.7 22.3 21.2
ICICI Pru RIGHT Fund (G) Not Ranked 50.84 1.3 6.4 10.0 29.1 8.0 21.8 22.1
DHFL Pramerica Tax Plan (G) Not Ranked 41.46 4.0 12.5 13.6 28.9 13.1 20.4 18.5
SBI Long Term Advantage-Sr1-DP (G) Not Ranked 3.42 1.7 5.2 4.7 27.8 11.6
SBI Long Term Advantage-Sr1-RP (G) Not Ranked 46.56 1.7 5.2 4.6 27.7 11.4
UTI Master Equity Plan (US) Not Ranked 1,708.15 2.7 6.9 11.1 27.5 12.3 17.7 16.4
Reliance ELSF – Series 1 (G) Not Ranked 114.40 1.4 9.5 13.7 27.5 7.8 17.8 15.2
Invesco India AGILE Tax (G) Not Ranked 4.47 5.7 7.6 13.1 27.0 8.7 8.4 9.4
UTI LTEF (Tax Saving) – Direct (G) Rank 3 31.62 2.5 8.7 13.1 26.5 12.4 19.4
Sahara Taxgain – Direct (G) Not Ranked 0.84 3.0 9.2 14.1 26.2 12.2 16.0
Edelweiss ELSS Fund – Direct (G) Not Ranked 1.49 4.0 11.2 13.0 26.1 11.0 20.1
UTI Long Term Advantage S2 (G) Not Ranked 125.50 2.6 8.9 12.7 26.0 11.6 18.2 16.5
BOI AXA Tax Advantage – Direct (G) Not Ranked 3.03 3.8 10.2 9.6 25.9 11.2 19.7
Birla SL Tax Relief 96-Direct (G) Rank 2 155.77 2.9 11.8 11.6 25.9 13.2 26.2
Quantum Tax Saving Fund – D(G) Not Ranked 48.14 0.9 4.3 9.2 25.8 14.9 18.4 17.7
Birla Sun Life Tax Plan-Direct (G) Rank 2 25.01 3.0 11.8 11.6 25.5 12.9 25.6
Edelweiss ELSS Fund (G) Not Ranked 63.66 4.0 11.0 12.6 25.2 10.2 19.4 17.7
UTI LTEF (Tax Saving) (G) Rank 3 705.59 2.4 8.4 12.5 25.2 11.3 18.3 16.3
Invesco India Tax Plan – DP (G) Rank 3 15.88 2.2 8.3 10.4 25.0 12.5 24.0
BOI AXA Tax Advtg -Eco (G) Not Ranked 1.43 3.7 10.0 9.2 25.0 10.2 18.8 17.6
Sahara Taxgain (G) Not Ranked 7.07 2.9 8.9 13.5 24.9 11.1 15.1 14.7
Birla SL Tax Savings (G) Not Ranked 24.14 2.8 11.3 11.5 24.9 11.9 22.0 17.5
Birla SL Tax Savings -Direct (G) Not Ranked 0.07 2.8 11.4 11.4 24.9 12.1 22.3
SBI Tax Advantage Sr-3- Direct (G) Not Ranked 2.09 1.7 4.5 5.1 24.8 11.1 25.7
Birla SL Tax Relief 96 (G) Rank 2 2,579.70 2.8 11.5 11.1 24.7 12.3 25.1 21.8
SBI Tax Advantage Sr-3- Regular (G) Not Ranked 38.99 1.7 4.5 5.1 24.6 10.9 25.4
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 3 252.79 -0.1 7.3 7.3 24.4 12.3 20.5
BOI AXA Tax Advtg -RP (G) Not Ranked 63.64 3.6 9.8 8.8 24.1 9.4 18.0 16.8
LIC Tax Plan – Direct (G) Not Ranked 4.95 2.4 7.2 9.6 24.1 7.3 19.3
Birla Sun Life Tax Plan (G) Rank 2 426.94 2.9 11.5 11.0 24.0 11.7 24.3 21.0
Principal Personal Tax Saver Rank 3 311.05 2.3 5.9 8.1 23.9 9.6 16.2 15.9
IDBI Equity Advantage -Direct (G) Not Ranked 13.50 4.1 12.5 9.5 23.6 11.0 26.6
LIC Tax Plan (G) Not Ranked 76.33 2.3 6.9 9.0 23.0 6.5 18.4 16.0
Can Robeco Eqty TaxSaver-Direct (G) Rank 5 42.65 4.5 9.6 10.7 23.0 9.3 18.1
Invesco India Tax Plan (G) Rank 3 338.65 2.0 7.8 9.4 22.9 10.6 22.0 19.8
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3 3,653.89 -0.2 7.0 6.6 22.8 11.0 19.2 19.4
Can Robeco Eqty TaxSaver (G) Rank 5 770.73 4.5 9.4 10.3 22.2 8.7 17.5 15.7
IDBI Equity Advantage – Reg (G) Not Ranked 536.84 4.0 12.0 8.7 22.2 9.9 25.5
Axis Long Term Equity – Direct (G) Rank 4 660.07 2.8 10.4 8.4 22.1 10.3 24.2
SBI Tax Advantage Sr-1 (G) Not Ranked 390.16 1.1 4.0 3.8 21.4 9.3 22.5 20.1
Franklin (I) Tax Shield -Direct (G) Rank 3 225.79 2.4 7.1 9.5 21.3 11.6 22.7
SBI Magnum Tax Gain – Direct (G) Rank 4 196.00 0.7 6.6 9.0 20.9 8.8 18.4
Edelweiss Tax Advantage -Direct (G) Not Ranked 0.42 2.4 8.9 8.8 20.9 9.7 19.3
Axis Long Term Equity Fund (G) Rank 4 10,675.84 2.7 10.1 7.8 20.7 9.1 22.7 22.9
SBI Magnum Tax Gain (G) Rank 4 4,920.52 0.7 6.4 8.7 20.2 8.1 17.8 17.3
Franklin India Tax Shield (G) Rank 3 2,378.99 2.3 6.8 9.0 20.1 10.5 21.6 19.2
Edelweiss Tax Advantage (G) Not Ranked 11.84 2.3 8.8 8.5 20.0 8.6 17.9 15.6
Union Tax Saver – Direct (G) Not Ranked 4.55 3.0 8.1 8.6 18.9 5.3 14.6
BNP Paribas Long Term Equity-DP (G) Rank 5 6.80 4.0 10.8 10.3 17.9 9.5 21.4
Union Tax Saver Scheme (G) Not Ranked 132.72 2.8 7.9 8.0 17.5 4.2 13.8 14.7
BNP Paribas Long Term Equity (G) Rank 5 491.01 4.0 10.5 9.8 16.9 8.7 20.6 19.0
SBI LTAF-Sr-4 Regular (G) Not Ranked 1.11
UTI Long Term Advantage S5 (G) Not Ranked 0.05 0.2
UTI Long Term Advantage S5 (G) Not Ranked 1.40
UTI Long Term Advantage S4 (G) Not Ranked 3.49 5.7 10.2
UTI Long Term Advantage S4 (G) Not Ranked 79.60 5.5 9.6
Mahindra MF KBY – DP (G) Not Ranked 2.13 1.0 5.7 12.6
SBI LTAF-Sr-4 Regular- Direct (G) Not Ranked 0.10
Mahindra MF KBY – RP (G) Not Ranked 113.56 0.8 5.0 11.3
Quantum Tax Saving Fund – (G) Not Ranked 0.00 0.9
CATEGORY AVERAGE 3.0 8.6 10.5 25.4 10.6 16.2 12.7
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