Mutual Funds Performance Report - Equity Linked Tax Saving Schemes (Growth Option)

Equity Linked Tax Saving Schemes (Growth Option)

See Detailed Report Here

Invest in Mutual Fund – Transact Online          

Invest in Mutual Fund - Offline

 

Returns as on 3-11-2008

Equity Linked Tax Saving Schemes   (Growth Option)

1 Year

2 Year

3 Year

Since Inception

ABN AMRO Tax Advantage Plan

25.15

10.05

N.A

16.85

Birla Equity Plan

26.75

17.15

30.72

31.05

Birla Sun Life Tax Relief 96

32.26

23.58

34.66

39.06

Canara Robeco equity TaxSaver

35.02

18.26

31.94

20.64

DBS Chola Tax Saver Fund

13.48

8.22

N.A

15.38

DSP ML Tax Saver Fund

46.18

N.A

N.A

31.14

DWS Tax Saving Fund

44.39

N.A

N.A

18.26

Escorts Tax Plan

37.50

19.35

28.02

23.56

Fidelity Tax Advantage Fund

28.08

21.82

N.A

22.74

Franklin India Index Tax Fund

28.83

22.95

30.71

20.67

Franklin Taxshield Fund

27.71

13.91

28.73

35.54

HDFC Long Term Advantage Fund

20.17

10.57

27.31

38.05

HDFC Tax Saver Fund

20.93

12.71

31.55

33.30

HSBC Tax Saver Equity Fund

21.73

N.A

N.A

10.45

ICICI Prudential  Tax Plan

20.22

8.87

25.30

28.31

ING Vysya Tax Savings Fund

9.29

7.30

26.66

28.79

Kotak Tax Saver Fund

28.03

19.02

N.A

26.66

LICMF Tax Plan 1997

19.58

7.99

18.16

9.06

Lotus India Tax Plan

45.48

N.A

N.A

24.28

Principal Personal Tax Saver

43.28

25.54

33.02

31.91

Principal Tax Saving Fund

34.60

22.49

35.73

25.08

Reliance Tax Saver Fund

16.26

8.94

N.A

18.90

Sahara Taxgain 97 Fund

40.36

16.70

31.97

32.09

SBI Magnum Tax Gain Scheme 1993

28.81

23.96

43.17

30.13

Standard Chartered Tax Saver Fund

N.A

N.A

N.A

28.13

Sundaram Taxsaver

37.42

21.09

35.20

26.31

Tata Tax Advantage Fund - 1

32.07

N.A

N.A

10.27

Tata Tax Saving Fund

27.54

10.58

23.90

28.16

UTI Equity Tax Saving Plan (ETSP)

30.46

11.83

N.A

22.40

Average / No of Funds

29.34

15.78

30.40

25.07

Maximum

46.18

25.54

43.17

39.06

Minimum

9.29

7.30

18.16

9.06

Median

28.45

16.70

30.72

26.31

BSE Sensex

25.03

22.31

32.96

19.04

S&P CNX Nifty

30.38

23.55

31.18

13.65

 

Comments

Post a Comment

Popular posts from this blog

US stocks manage a decent turnaround

06 Feb 2009 | 09:30 US stocks manage a decent turnaround Stocks at Wall Street ended higher on Thursday, 05 January, 2009. Couple of better than earning reports helped stocks gain momentum which had otherwise had a slow start due to a weaker than expected guidance from Cisco Systems after yesterday's close. Economic reports dominated the first half today and all were almost in line with expectations pointing out towards an economy in recession. Financial and technology sectors contributed to the turnaround. After opening 103 points lower earlier in the day, The Dow Jones Industrial Average ended higher by 106 points at 8,063, the Nasdaq closed higher by 31 points at 1,546 and the S&P 500 closed higher by 13 points at 845. Indices managed a turnaround after reports hit the wires that Treasury Secretary Geithner is expected to unveil a comprehensive financial framework plan on next Monday. The traders ant...
Read more
30 Apr 2008 | 12:02 Lotus India MF files another offer document Name of Fund: Lotus India Fixed Maturity Plan 3 Months Series XXXIII to XXXV Scheme: It is a close-ended debt scheme. Objective: The investment objective of the scheme is to seek to generate income by investing in a portfolio of debt and money market instruments normally maturing in line with the duration of the scheme. Investment Options: Investors will have a choice of two options viz. growth option and dividend re-investment facility. Tenure of the schemes: 90 days from the date of allotment of the scheme (including the date of allotment). Asset Allocation: The scheme will invest 0-85% in money market instruments including reverse repo. 0-50% in Government Securities issued by the Central Government and/or State Government (s). 15-100% in debt instruments such as bonds and debentures. 0-50% in securitized debt. Investment in fixed income Derivatives Upto 50% of the net asset of the scheme. None of the sche...
Read more