Check performance of different Tax Saving mutual funds



Below is the comparison chart of different tax saving mutual funds (ELSS) over different period of time.

 

 

 

 



 

 

  Absolute Compounded Annualised
Schemes 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
Axis Long Term Equity Fund – Growth 9.65% 1.10% 1.80% 12.50% N.A N.A
Baroda Pioneer ELSS 96 11.06% 2.58% 1.92% -6.50% 19.62% 1.12%
Bharti AXA Tax Advantage Fund – Eco – Growth 8.44% 0.38% 0.77% 2.58% N.A N.A
Birla Sun Life Tax Plan – Growth 12.11% 1.71% -1.29% 3.41% 21.98% 2.95%
Birla Sun Life Tax Relief 96 – Growth 12.00% 1.41% -2.61% -1.27% 25.09% N.A
BNP Paribas Tax Advantage Plan – Growth 10.10% 1.88% 1.85% 13.11% 23.95% 0.63%
DWS Tax Saving Fund – Growth 8.51% -1.07% -3.41% -1.08% 16.75% 2.08%
Edelweiss ELSS Fund – Growth 10.54% 2.07% 1.13% 6.53% 23.27% N.A
Escorts Tax Plan – Growth 14.68% 1.70% -4.73% -5.93% 14.53% -2.38%
Franklin India Index Tax Fund N.A N.A -1.86% -4.58% 22.99% 3.93%
HDFC Taxsaver – Growth 11.14% 3.87% -0.10% 2.49% 30.07% 6.35%
IDFC Tax Advantage (ELSS) Fund  – Growth 13.73% 1.10% 3.65% 4.78% 23.67% N.A
ING Tax Saving Fund – Growth 7.84% -0.25% -1.48% 0.98% 30.49% -0.02%
JM Tax Gain Fund – Growth 13.89% 2.84% 2.33% -0.82% 16.81% N.A
JPMorgan India Tax Advantage Fund – Growth 9.61% 0.84% 0.44% 3.33% 20.75% N.A
Kotak Taxsaver – Growth 11.97% 2.95% 1.85% 2.65% 23.95% 2.94%
LIC Nomura Tax Plan – Growth 10.21% 1.99% 1.08% -0.94% 17.94% 0.03%
Principal Personal Taxsaver 11.41% 2.86% -0.57% -2.66% 23.06% -8.52%
PRINCIPAL Tax Savings Fund 12.87% 4.60% 1.76% -0.16% 18.68% -3.30%
Reliance Tax Saver (ELSS) Fund – Growth 17.55% 7.29% 2.01% 10.58% 29.12% 6.41%
Tata Tax Saving Fund 4.47% -7.19% -7.06% -3.80% 15.44% -1.35%
UTI Equity Tax Savings Plan – Growth 9.44% 0.54% -0.21% 2.10% 21.20% 3.37%
             
             
             
Indices            
S&P Nifty 10.97% 3.08% 4.27% 2.98% 22.40% 5.14%
BSE Sensex 9.80% 2.23% 3.61% 1.64% 22.53% 4.07%
BSE200 12.08% 2.90% 2.25% 1.84% 24.56% 4.70%
CNX500 12.50% 2.68% 1.82% 2.26% 23.72% 4.28%
BSE100 11.82% 2.98% 3.12% 2.60% 23.92% 4.86%
CNX 100 11.89% 3.16% 3.35% 2.73% 24.04% 5.42%
Performance as on 10-feb-2012            
Check performance of different Tax Saving mutual funds
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