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MF Gainers & Losers: Equity Tax Saving: Absolute Returns (In %) As On Sep 15, 2010
MF Gainers & Losers: Equity Tax Saving: Absolute Returns (In %) As On Sep 15, 2010
Absolute
Annualised
Rank
Mutual Fund Scheme Ratin Assets NAV 1wk 1mt 3mth 6mth 1yr 2yr 3yr 5yr
g (Rs. cr.)(Rs./Unit h
)
Performance Not
0. 15. 22. 42.
Charts Rate 3.71 23.05 5.6 -- -- --
2 5 2 1
Investment Info d
Holdings
Peer Comparison
Performance Not
1. 17. 23. 40.
Charts Rate 1.98 23.04 7.3 -- -- --
9 0 0 7
Investment Info d
Holdings
Peer Comparison
Fidelity Tax Advantage (G) 1,219.0 23.16 2. 7.8 15. 24. 39. 77.8 55. --
1 6 6 4 9 5
Performance
Charts
Investment Info
Holdings
Peer Comparison
Performance
2. 14. 22. 37. 101. 73. 165.
Charts 206.86 27.66 6.4
0 6 3 6 9 4 9
Investment Info
Holdings
Peer Comparison
Performance
1. 13. 20. 34. 43.
Charts 889.05 18.44 7.0 68.5 --
8 5 6 6 1
Investment Info
Holdings
Peer Comparison
Franklin India Tax Shield (G) 822.01 214.3 2. 8.5 14. 16. 33. 65.8 45. 137.
0 8 2 9 2 8 4
Performance
Charts
Investment Info
Holdings
Peer Comparison
Performance Not
2. 14. 22. 31.
Charts Rate 44.07 31.18 7.3 46.7 7.2 69.1
5 8 0 8
Investment Info d
Holdings
Peer Comparison
Performance Not
1. 19. 24. 30. 75.
Charts Rate 53.51 38.89 7.8 71.5 59.4
6 3 1 5 5
Investment Info d
Holdings
Peer Comparison
Performance Not
0. 15. 24. 30. 67. 161.
Charts Rate 10.75 40.12 7.5 86.6
8 7 2 3 8 4
Investment Info d
Holdings
Peer Comparison
Performance Not
2. 14. 18. 30.
Charts Rate 2.71 19.28 7.4 -- -- --
8 5 8 3
Investment Info d
Holdings
Peer Comparison
Escorts Tax Plan (G) Not 5.84 53.64 1. 4.9 12. 22. 30. 27.5 -1.5 83.8
Rate 4 5 4 1
Performance
d
Charts
Investment Info
Holdings
Peer Comparison
Performance
2. 12. 15. 27. 40.
Charts 281.55 15.70 7.1 68.3 --
0 4 0 7 6
Investment Info
Holdings
Peer Comparison
Performance Not
1,511.9 2. 11. 15. 25. 24. 140.
Charts Rate 92.74 7.4 63.5
0 4 7 7 8 1 4
Investment Info d
Holdings
Peer Comparison
Birla SL Tax Relief 96 (G) 1,511.9 12.51 2. 7.4 11. 15. 25. 63.3 -- --
0 4 7 6 7
Performance
Charts
Investment Info
Holdings
Peer Comparison
Performance
104.5 2. 13. 17. 25. 13. 114.
Charts 633.99 7.8 43.1
9 7 6 7 6 6 7
Investment Info
Holdings
Peer Comparison
Performance
1. 14. 15. 25. 21.
Charts 81.02 15.37 5.6 41.1 --
5 6 4 4 6
Investment Info
Holdings
Peer Comparison
Performance Not
2. 10. 13. 25.
Charts Rate 15.64 18.44 6.0 -- -- --
0 9 3 0
Investment Info d
Holdings
Peer Comparison
Performance
2. 14. 16. 24.
Charts 60.96 14.99 7.7 40.3 -4.1 --
8 1 5 7
Investment Info
Holdings
Peer Comparison
L&T Tax Saver Fund (G) Not 30.32 17.31 2. 7.6 15. 16. 24. 58.5 21. 73.1
Rate 6 3 1 5 1
Performance
Charts
Investment Info d
Holdings
Peer Comparison
Performance Not
1. 15. 19. 24.
Charts Rate 0.66 20.88 6.6 -- -- --
7 4 8 4
Investment Info d
Holdings
Peer Comparison
Performance Not
1. 12. 23.
Charts Rate 2.88 25.00 5.4 9.2 -- -- --
1 8 9
Investment Info d
Holdings
Peer Comparison
Performance
1. 10. 14. 23.
Charts 59.70 7.97 4.7 2.9 -- --
2 2 8 8
Investment Info
Holdings
Peer Comparison
Performance Not
1. 12. 23.
Charts Rate 31.92 24.91 5.3 9.1 -- -- --
1 8 6
Investment Info d
Holdings
Peer Comparison
Performance Not
2. 11. 12. 22. 13.
Charts Rate 5.64 13.32 7.2 45.9 --
6 3 6 8 3
Investment Info d
Holdings
Peer Comparison
Birla Sun Life Tax Plan (D) Not 155.86 50.47 1. 7.0 13. 13. 22. 44.1 11. 81.6
Rate 5 5 6 0 8
Performance
Charts
Investment Info d
Holdings
Peer Comparison
Performance
2. 11. 12. 21.
Charts 275.81 82.03 5.9 25.4 -4.2 92.9
0 6 9 8
Investment Info
Holdings
Peer Comparison
Performance Not
3. 13. 15. 19. 19.
Charts Rate 19.73 27.76 7.8 47.3 68.1
0 8 9 3 8
Investment Info d
Holdings
Peer Comparison
Performance
1,450.1 2. 14. 14. 17. 49. 160.
Charts 47.22 6.7 58.2
9 1 4 9 5 8 0
Investment Info
Holdings
Peer Comparison
Performance Not
3. 12. 17.
Charts Rate 9.88 7.64 6.6 5.5 15.9 -- --
1 0 0
Investment Info d
Holdings
Peer Comparison
LIC MF Tax Plan (G) Not 41.71 31.17 3. 8.1 13. 14. 14. 37.0 10. 50.8
Rate 1 9 6 1 8
Performance
Charts
Investment Info d
Holdings
Peer Comparison
Performance Not
2. 12. 17.
Charts Rate 99.91 12.64 7.0 -- -- -- --
7 8 7
Investment Info d
Holdings
Peer Comparison
Performance Not
Charts Rate 8.54 7.03 -- -- -- -- -- -- -- --
Investment Info d
Holdings
Peer Comparison
Performance Not
2. 13. 18.
Charts Rate 31.57 12.62 6.4 -- -- -- --
6 0 5
Investment Info d
Holdings
Peer Comparison
Index Returns(in %) 1wk 1mth 3mth 6mth 1yr 2yr 3yr 5yr
Absolute
Annualised
Rank
View : Index Returns
Mutual Fund Scheme Rating Assets NAV 1yr 2yr 3yr 5yr
(Rs. cr.)
Performance
Charts 2,335.91 22.95 42.2 35.6 12.1 18.1
Investment Info
Holdings
Peer Comparison
Performance Not
Charts 3.71 23.05 42.1 -- -- --
Rated
Investment Info
Holdings
Peer Comparison
Performance Not
Charts 1.98 23.04 40.7 -- -- --
Rated
Investment Info
Holdings
Peer Comparison
Performance
Charts 2,742.15 246.17 40.5 34.1 14.7 19.8
Investment Info
Holdings
Peer Comparison
Performance
Charts 1,219.01 23.16 39.9 33.4 15.9 --
Investment Info
Holdings
Peer Comparison
Performance
Charts 188.61 15.64 39.2 28.2 -- --
Investment Info
Holdings
Peer Comparison
ICICI Pru Tax Plan (G) 1,241.23 146.83 39.0 32.5 15.1 15.7
Performance
Charts
Investment Info
Holdings
Peer Comparison
Performance
Charts 206.86 27.66 37.6 42.1 20.1 21.6
Investment Info
Holdings
Peer Comparison
Performance
Charts 104.27 18.72 37.2 34.1 16.9 --
Investment Info
Holdings
Peer Comparison
Performance
Charts 964.78 142.77 36.4 28.1 11.1 16.2
Investment Info
Holdings
Peer Comparison
Performance
Charts 889.05 18.44 34.6 29.8 12.7 --
Investment Info
Holdings
Peer Comparison
Performance
Charts 822.01 214.30 33.2 28.8 13.4 18.9
Investment Info
Holdings
Peer Comparison
Performance
Not
Charts 44.07 31.18 31.8 21.1 2.3 11.1
Rated
Investment Info
Holdings
Peer Comparison
Performance
Charts 59.91 15.61 30.5 28.0 10.5 --
Investment Info
Holdings
Peer Comparison
Performance
Not
Charts 53.51 38.89 30.5 30.9 20.6 9.8
Rated
Investment Info
Holdings
Peer Comparison
Performance
Not
Charts 10.75 40.12 30.3 36.6 18.8 21.2
Rated
Investment Info
Holdings
Peer Comparison
Performance
Not
Charts 2.71 19.28 30.3 -- -- --
Rated
Investment Info
Holdings
Peer Comparison
Performance
Not
Charts 5.84 53.64 30.1 12.9 -0.5 12.9
Rated
Investment Info
Holdings
Peer Comparison
Performance
Charts 124.16 16.88 29.3 26.4 12.7 --
Investment Info
Holdings
Peer Comparison
Performance
Charts 281.55 15.70 27.7 29.7 12.0 --
Investment Info
Holdings
Peer Comparison
Performance
Charts 585.36 20.04 27.7 23.1 6.0 14.9
Investment Info
Holdings
Peer Comparison
Performance
Charts 140.34 48.16 26.4 22.6 7.5 12.0
Investment Info
Holdings
Peer Comparison
Performance Not
Charts 1,511.90 92.74 25.8 27.9 7.5 19.2
Rated
Investment Info
Holdings
Peer Comparison
Performance
Charts 1,511.90 12.51 25.7 27.8 -- --
Investment Info
Holdings
Peer Comparison
Performance
Charts 633.99 104.59 25.6 19.6 4.3 16.5
Investment Info
Holdings
Peer Comparison
DWS Tax Saving Fund (G) 81.02 15.37 25.4 18.8 6.7 --
Performance
Charts
Investment Info
Holdings
Peer Comparison
Performance
Charts 376.75 13.76 25.3 23.7 7.1 --
Investment Info
Holdings
Peer Comparison
Performance Not
Charts 15.64 18.44 25.0 -- -- --
Rated
Investment Info
Holdings
Peer Comparison
Performance
Charts 510.17 42.36 24.8 20.8 6.7 12.3
Investment Info
Holdings
Peer Comparison
Performance
Charts 60.96 14.99 24.7 18.4 -1.4 --
Investment Info
Holdings
Peer Comparison
Performance Not
Charts 30.32 17.31 24.5 25.9 6.6 11.6
Rated
Investment Info
Holdings
Peer Comparison
Performance Not
Charts 0.66 20.88 24.4 -- -- --
Rated
Investment Info
Holdings
Peer Comparison
Bharti AXA Tax Advtg -Eco (G) Not 2.88 25.00 23.9 -- -- --
Performance
Charts
Investment Info Rated
Holdings
Peer Comparison
Performance
Charts 59.70 7.97 23.8 1.4 -- --
Investment Info
Holdings
Peer Comparison
Performance
Not
Charts 31.92 24.91 23.6 -- -- --
Rated
Investment Info
Holdings
Peer Comparison
Performance
Not
Charts 5.64 13.32 22.8 20.8 4.2 --
Rated
Investment Info
Holdings
Peer Comparison
Performance
Charts 155.86 14.39 22.2 19.8 3.7 --
Investment Info
Holdings
Peer Comparison
Performance Not
Charts 155.86 50.47 22.0 20.1 3.8 12.7
Rated
Investment Info
Holdings
Peer Comparison
Performance
Charts 5,681.65 64.52 21.9 23.1 8.0 17.8
Investment Info
Holdings
Peer Comparison
Performance
Charts 275.81 82.03 21.8 12.0 -1.4 14.0
Investment Info
Holdings
Peer Comparison
Performance
Not
Charts 19.73 27.76 19.3 21.4 6.2 10.9
Rated
Investment Info
Holdings
Peer Comparison
Performance
Charts 1,450.19 47.22 17.5 25.8 14.4 21.1
Investment Info
Holdings
Peer Comparison
Performance Not
Charts 9.88 7.64 17.0 7.7 -- --
Rated
Investment Info
Holdings
Peer Comparison
Performance
Not
Charts 41.71 31.17 14.1 17.0 3.5 8.6
Rated
Investment Info
Holdings
Peer Comparison
Performance Not
Charts 99.91 12.64 -- -- -- --
Rated
Investment Info
Holdings
Peer Comparison
Performance
Not
Charts 31.57 12.62 -- -- -- --
Rated
Investment Info
Holdings
Peer Comparison
Absolute
Annualised
Rank
Mutual Fund Scheme Rating Assets NAV 1wk1mth3mth6mth 1yr 2yr 3yr 5yr
(Rs. cr.) (Rs./Unit)
Performance
Charts 2,335.91 22.95 44 13 2 2 1 3 12 7
Investment Info
Holdings
Peer Comparison
Performance Not
Charts 1.98 23.04 31 21 3 6 3 -- -- --
Rated
Investment Info
Holdings
Peer Comparison
Performance
Charts 2,742.15 246.17 35 25 9 11 4 4 7 4
Investment Info
Holdings
Peer Comparison
Performance
Charts 1,219.01 23.16 11 9 6 2 5 6 5 --
Investment Info
Holdings
Peer Comparison
Performance
Charts 188.61 15.64 30 23 4 1 6 13 -- --
Investment Info
Holdings
Peer Comparison
Performance
Charts 1,241.23 146.83 34 26 31 23 7 7 6 11
Investment Info
Holdings
Peer Comparison
Performance
Charts 206.86 27.66 25 38 17 8 8 1 2 1
Investment Info
Holdings
Peer Comparison
Performance
Charts 964.78 142.77 21 11 7 12 10 14 14 10
Investment Info
Holdings
Peer Comparison
Performance
Charts 889.05 18.44 36 30 30 14 11 10 10 --
Investment Info
Holdings
Peer Comparison
Performance
Charts 822.01 214.30 5 1 21 22 12 12 9 6
Investment Info
Holdings
Peer Comparison
Performance
Not
Charts 44.07 31.18 16 22 14 10 13 27 30 19
Rated
Investment Info
Holdings
Peer Comparison
Performance
Charts 94.55 20.80 32 39 15 27 14 -- -- --
Investment Info
Holdings
Peer Comparison
Performance
Charts 59.91 15.61 27 40 13 24 15 15 15 --
Investment Info
Holdings
Peer Comparison
Performance
Not
Charts 10.75 40.12 47 16 5 4 17 2 3 2
Rated
Investment Info
Holdings
Peer Comparison
Performance
Not
Charts 2.71 19.28 4 18 18 17 17 -- -- --
Rated
Investment Info
Holdings
Peer Comparison
Performance
Not
Charts 5.84 53.64 42 47 37 7 19 36 31 14
Rated
Investment Info
Holdings
Peer Comparison
Performance
Charts 124.16 16.88 24 5 32 19 20 18 10 --
Investment Info
Holdings
Peer Comparison
Performance
Charts 255.41 15.21 6 4 22 25 21 9 -- --
Investment Info
Holdings
Peer Comparison
Performance
Charts 281.55 15.70 29 27 38 33 22 11 13 --
Investment Info
Holdings
Peer Comparison
Performance
Charts 140.34 48.16 28 14 44 37 24 25 17 17
Investment Info
Holdings
Peer Comparison
Performance Not
Charts 1,511.90 92.74 17 17 42 30 25 16 17 5
Rated
Investment Info
Holdings
Peer Comparison
Performance
Charts 1,511.90 12.51 19 19 42 31 26 17 -- --
Investment Info
Holdings
Peer Comparison
Performance
Charts 633.99 104.59 8 10 27 19 27 32 25 9
Investment Info
Holdings
Peer Comparison
Performance
Charts 81.02 15.37 41 43 16 32 28 33 20 --
Investment Info
Holdings
Peer Comparison
Performance
Charts 376.75 13.76 12 8 39 42 29 22 19 --
Investment Info
Holdings
Peer Comparison
Performance
Charts 510.17 42.36 15 20 26 39 31 28 20 16
Investment Info
Holdings
Peer Comparison
Performance
Charts 60.96 14.99 7 12 23 25 32 34 32 --
Investment Info
Holdings
Peer Comparison
Performance Not
Charts 30.32 17.31 13 15 11 28 33 20 22 18
Rated
Investment Info
Holdings
Peer Comparison
Performance Not
Charts 0.66 20.88 37 35 10 16 34 -- -- --
Rated
Investment Info
Holdings
Peer Comparison
Performance
Not
Charts 2.88 25.00 46 45 34 47 35 -- -- --
Rated
Investment Info
Holdings
Peer Comparison
Performance
Charts 59.70 7.97 43 48 49 35 36 39 -- --
Investment Info
Holdings
Peer Comparison
Performance
Not
Charts 5.64 13.32 10 24 46 45 38 28 26 --
Rated
Investment Info
Holdings
Peer Comparison
Performance
Charts 155.86 14.39 39 31 28 40 39 31 28 --
Investment Info
Holdings
Peer Comparison
Performance Not
Charts 155.86 50.47 40 32 28 41 40 30 27 15
Rated
Investment Info
Holdings
Peer Comparison
Performance
Charts 5,681.65 64.52 18 28 48 46 41 23 16 8
Investment Info
Holdings
Peer Comparison
Performance
Charts 783.89 13.27 -- 49 40 38 41 19 -- --
Investment Info
Holdings
Peer Comparison
Performance
Charts 275.81 82.03 26 42 45 44 43 37 32 13
Investment Info
Holdings
Peer Comparison
Performance
Charts 1,450.19 47.22 22 34 20 34 45 21 8 3
Investment Info
Holdings
Peer Comparison
Performance Not
Charts 9.88 7.64 1 36 41 49 46 38 -- --
Rated
Investment Info
Holdings
Peer Comparison
Performance
Not
Charts 41.71 31.17 2 3 24 36 47 35 29 22
Rated
Investment Info
Holdings
Peer Comparison
Performance Not
Charts 99.91 12.64 9 29 36 21 -- -- -- --
Rated
Investment Info
Holdings
Peer Comparison
Performance
Not
Charts 8.54 7.03 -- -- -- -- -- -- -- --
Rated
Investment Info
Holdings
Peer Comparison
Performance
Not
Charts 31.57 12.62 14 37 33 18 -- -- -- --
Rated
Investment Info
Holdings
Peer Comparison
Index Returns(in %) 1wk 1mth 3mth 6mth 1yr 2yr 3yr 5yr
Sensex 4.5 8.0 12.0 13.6 18.5 44.1 25.8 135.4
Nifty 4.5 8.2 12.0 14.3 19.8 43.9 30.4 132.2
BSE-Midcap 1.0 3.9 14.5 19.0 35.2 33.4 15.8 89.1