Feb 24, 2008

Equity Linked Saving Scheme (G) Mutual Funds Performance Snapshot as on 15th Feb 2008.

Equity Linked Saving Scheme (G) Mutual Funds Performance Snapshot as on 15th Feb 2008.

 

Equity Linked Tax Saving Schemes   (Growth Option)

1 Year

2 Year

3 Year

Since Inception

 

Absolute Returns (%) **

Equity Linked Tax Saving Schemes

ABN AMRO Tax Advantage Plan

24.80

23.04

N.A

24.89

Birla Equity Plan

22.74

25.28

36.55

32.27

Birla Sun Life Tax Relief 96

18.91

24.72

32.82

38.84

Canara Robeco equity TaxSaver

30.62

26.34

36.58

21.87

DBS Chola Tax Saver Fund

8.99

16.50

N.A

20.37

DSP ML Tax Saver Fund

45.87

N.A

N.A

45.39

DWS Tax Saving Fund

38.56

N.A

N.A

23.63

Escorts Tax Plan

33.25

29.99

32.85

25.36

Fidelity Tax Advantage Fund

28.33

N.A

N.A

29.70

Franklin India Index Tax Fund

26.27

31.63

35.78

22.37

Franklin Taxshield Fund

27.85

24.01

34.72

37.53

HDFC Long Term Advantage Fund

17.92

18.14

32.08

40.34

HDFC Tax Saver Fund

18.47

22.40

37.71

35.34

HSBC Tax Saver Equity Fund

24.50

N.A

N.A

21.35

ICICI Prudential  Tax Plan

15.07

15.44

30.40

29.60

ING Vysya Tax Savings Fund

3.81

13.37

30.85

31.58

Kotak Tax Saver Fund

28.91

27.75

N.A

33.30

LICMF Tax Plan 1997

17.41

19.39

22.93

10.49

Lotus India Tax Plan

40.57

N.A

N.A

34.04

Principal Personal Tax Saver

43.82

38.46

40.37

33.37

Principal Tax Saving Fund

33.79

35.37

42.63

26.35

Reliance Tax Saver Fund

10.89

18.36

N.A

23.79

Sahara Taxgain 97 Fund

36.90

26.01

36.76

33.40

SBI Magnum Tax Gain Scheme 1993

30.14

33.30

51.56

31.24

Standard Chartered Tax Saver Fund

N.A

N.A

N.A

44.11

Sundaram Taxsaver

37.25

28.82

40.70

28.09

Tata Tax Advantage Fund - 1

28.44

N.A

N.A

15.17

Tata Tax Saving Fund

22.76

19.13

28.95

29.22

UTI Equity Tax Saving Plan (ETSP)

26.68

19.17

N.A

27.46

Average / No of Funds

26.55

24.39

35.54

29.33

Maximum

45.87

38.46

51.56

45.39

Minimum

3.81

13.37

22.93

10.49

Median

27.26

24.36

35.78

29.60

BSE Sensex

26.19

33.84

39.52

19.58

S&P CNX Nifty

27.90

32.46

36.39

14.53

 

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