Thursday, July 28, 2011

Equity Linked Savings Scheme (ELSS)-CRISIL Mutual Fund Ranking : Quarter Ended March 2011

Equity Linked Savings Scheme (ELSS)
  Mar-11 Rank Change Dec-10 Rank Superior
Return
Score
Industry
Concentration
Company
Concentration
Liquidity
Weightages       80% 10% 5% 5%
Fidelity Tax Advantage Fund 1 1 1 3 2 3
HDFC Tax Saver Fund 1 1 1 1 2 5
ICICI Prudential Tax Plan 1 1 1 2 2 5
               
Canara Robeco Equity Tax Saver 2 2 2 1 2 4
DSP BlackRock Tax Saver Fund 2 2 2 3 1 4
Franklin Taxshield Fund 2 3 2 2 4 3
HDFC Long Term Advantage Fund 2 2 2 3 5 4
ING Tax Savings Fund 2 2 2 4 5 1
Reliance Tax Saver Fund 2 2 2 3 3 5
               
Bharti AXA Tax Advantage Fund - Regular Plan 3   N.A 4 5 4 1
Birla Sun Life Tax Plan 3 4 3 3 3 2
HSBC Tax Saver Equity Fund 3 3 3 2 4 3
IDFC Tax Advantage (ELSS) Fund 3 3 3 3 3 3
Kotak Tax Saver Scheme 3 3 3 3 1 4
L&T Tax Saver Fund 3 3 3 5 3 2
Principal Personal Tax Saver 3 3 3 4 2 2
Religare Tax Plan 3 2 3 2 3 3
Tata Tax Saving Fund 3 3 3 2 3 4
Taurus Taxshield 3 3 3 1 4 2
               
Birla Sun Life Tax Relief 96 4 3 3 4 3 4
JM Tax Gain Fund 4 5 4 2 5 2
LIC NOMURA MF Tax Plan 1997 4 4 4 4 4 1
SBI Magnum Tax Gain Scheme 1993 4 4 4 3 2 3
Sundaram Taxsaver 4 4 4 5 3 2
UTI Equity Tax Saving Plan (ETSP) 4 4 4 4 3 3
               
BNP Paribas Tax Advantage Plan 5 5 5 4 3 3
DWS Tax Saving Fund 5 4 5 3 4 3
Principal Tax Saving Fund 5 5 5 3 1 3