Scorecard : Open Ended Tax Funds
|
|
Performance
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Investment
Pattern
|
Load
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Rank
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|||||||||||
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Scheme Name
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Inception
|
Fund Manager
|
Fund Size
|
NAV
|
3 Mths
|
1yr
|
Since Incept.
|
EQ.
|
Debt
|
Other
|
Entry
|
Exit
|
UR
|
CR
|
RR
|
|
Open
Ended Tax Planning Fund
|
|||||||||||||||
|
Alliance Capital Tax Relief
96
|
Mar-96
|
Samir Arora
|
17.7
|
61.02
|
-9.24
|
4.14
|
59.28
|
95.50
|
0.00
|
4.50
|
1
|
0
|
5
|
1
|
Avg
|
|
Birla Equity Plan
|
Feb-99
|
Bharat C. Shah
|
n.a.
|
15
|
-18.96
|
-45.79
|
24.21
|
95.36
|
0.00
|
4.64
|
2
|
0
|
41
|
10
|
Avg
|
|
Canequity Taxsaver
|
Mar-93
|
Mahesh Sabris
|
13.52
|
17.85
|
-12.46
|
-18.49
|
13.26
|
82.31
|
0.01
|
17.45
|
0
|
0
|
34
|
9
|
low
|
|
Dundee Taxsaver Fund
|
Mar-00
|
Bhupinder Sethi
|
1.23
|
9.36
|
-0.15
|
n.a.
|
-6.4
|
80.30
|
0.00
|
19.70
|
1.5
|
0
|
#
|
#
|
#
|
|
Escorts Tax Plan
|
Mar-00
|
K. K. Mittal
|
0.4
|
9.7675
|
-1.94
|
n.a.
|
-2.32
|
64.35
|
0.00
|
35.65
|
0
|
0
|
#
|
#
|
#
|
|
HDFC Tax Plan 2000
|
Dec-00
|
Pankaj Chopra
|
0.7
|
n.a.
|
n.a.
|
n.a.
|
n.a.
|
n.a.
|
n.a.
|
n.a.
|
n.a.
|
n.a.
|
#
|
#
|
#
|
|
KP Taxshield-Growth
|
Apr-99
|
Ravi Mehrotra
|
71.71
|
25.13
|
-7.51
|
2.11
|
71.2
|
92.62
|
0.00
|
7.38
|
1
|
0
|
7
|
2
|
Avg
|
|
LIC Tax Plan
|
Mar-97
|
n.a.
|
0.51
|
12.66
|
2.59
|
-23.64
|
13.2
|
100.00
|
0.00
|
0.00
|
2
|
0
|
75
|
11
|
Avg
|
|
Prudential ICICI Taxplan
- Growth
|
Aug-99
|
Kannan V
|
61.28
|
11.93
|
-8.09
|
-40.59
|
13.82
|
93.07
|
0.00
|
6.93
|
1
|
0
|
32
|
8
|
Avg
|
|
SBI Magnum Tax Gain Scheme
93
|
Mar-93
|
Sandip Sabharwal
|
75.33
|
21.9189
|
-14.86
|
-46.62
|
13.25
|
99.43
|
0.00
|
0.57
|
1.75
|
0
|
25
|
7
|
Avg
|
|
Sundaram Taxsaver
|
Nov-99
|
Anand Radhakrishnan
|
3.4
|
9.02
|
-2.38
|
-18.07
|
-5.12
|
81.50
|
0.00
|
18.50
|
0
|
0
|
23
|
6
|
low
|
|
Tata Tax Saving Fund
|
Dec-96
|
S Sankaranarayanan
|
25.88
|
10.7023
|
-14.08
|
-46.58
|
8.94
|
91.84
|
0.00
|
8.16
|
0
|
0
|
16
|
4
|
|