Annual Mutual Fund Performance Report - Equity Linked Tax Saving Schemes (ELSS)

Annual Mutual Fund Performance Report 2nd March 2008 – Investorline

Yearly Performance (on the basis of Investment Strategy) of Mutual Funds (As on 21st Feb 2008).

To view the full past performance recordClick here

Provided by – Investorline Services

 

Equity Linked Tax Saving Schemes

Funds

Fund Size (Rs Cr)  Jan  08

1 Year

 Since Inception CAGR

Equity Linked Tax Saving Schemes

 

 

 

ABN AMRO Tax Advantage Plan

194.78

25.48

24.80

Birla Equity Plan

164.49

22.42

32.04

Birla Sun Life Tax Relief 96

656.48

18.08

38.60

Canara Robeco equity TaxSaver

30.78

30.69

21.62

DBS Chola Tax Saver Fund

38.32

10.16

19.51

DSP ML Tax Saver Fund

345.44

47.30

44.16

DWS Tax Saving Fund

61.26

41.58

23.81

Escorts Tax Plan

5.14

29.59

25.50

Fidelity Tax Advantage Fund

1116.98

28.18

28.73

Franklin India Index Tax Fund

3.21

25.19

21.95

Franklin Taxshield Fund

557.17

26.78

37.13

HDFC Long Term Advantage Fund

858.90

18.55

39.93

HDFC Tax Saver Fund

1453.96

17.52

34.87

HSBC Tax Saver Equity Fund

271.62

22.94

18.31

ICICI Prudential  Tax Plan

850.37

17.39

29.65

ING Vysya Tax Savings Fund

58.76

4.02

31.23

Kotak Tax Saver Fund

428.47

28.83

32.43

LICMF Tax Plan 1997

44.60

15.85

10.13

Lotus India Tax Plan

75.76

39.14

30.55

Principal Personal Tax Saver

432.90

45.48

33.33

Principal Tax Saving Fund

305.01

34.97

26.27

Reliance Tax Saver Fund

2066.57

12.59

23.12

Sahara Taxgain 97 Fund

7.39

37.31

33.27

SBI Magnum Tax Gain Scheme 1993

3549.90

28.43

31.20

Standard Chartered Tax Saver Fund

84.06

N.A

41.14

Sundaram Taxsaver

402.00

35.83

27.65

Tata Tax Advantage Fund - 1

180.02

28.19

14.27

Tata Tax Saving Fund

170.18

21.82

29.05

UTI Equity Tax Saving Plan (ETSP)

402.57

26.51

26.43

Avg

 

26.46

28.64

BSE Sensex

 

24.99

19.48

S&P CNX Nifty

 

26.75

14.32


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