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Top 7 Best ELSS Tax Saving Funds Under Section 80C | Fincash.com

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Top 7 Best ELSS Tax Saving Funds Under Section 80C

Updated on June 27, 2025 , 8763 views

It is that time when everyone is looking to save on the dreaded income tax. Many investors invest their money in schemes like Mutual Funds, etc., to save their hard-earned money. With tax season 2018 approaching fast, we bring you the best ELSS tax saving funds to save your Income tax. ELSS or Equity Linked Saving Scheme is a Tax Saving Investment through which one can attain deductions up to INR 1,50,000 from their Taxable Income as per the Section 80C of Income Tax Act. Being a combination of equity and tax saving, ELSS scheme is an optimal gateway to equity. The money you invest grows as the stock Market grows. So, the gains are high in Equity Linked Saving Scheme. Before, we look at the multiple benefits of this fund, let’s see the top 7 best ELSS tax saving funds under Section 80C.

Multiple Benefits of Tax Saving Through ELSS Under Sec 80C

ELSS scheme is a simple way to avail dual benefits– save Taxes and grow money in stock markets. Likewise, there are many benefits such as:

Tax Saving Through ELSS

An investor is eligible for a tax Deduction up to INR 1.5 lac under Sec 80C. This investment of INR 1,50,000 can save tax up to INR 46,350. But, this is only for those investors who are in the 30% income tax bracket. For income tax slab of 20% it is INR 30,000 and for 5% slab it is INR 7,525.

Minimum & Maximum Investment

Investors can invest in Mutual Funds in two ways— SIP and Lump sum. The minimum amount to invest via a SIP is INR 500, for the investment into the ELSS. And for a lump sum it is INR 5000.

Lock-in Period of ELSS

One of the important benefits of ELSS is that it comes with the shortest lock-in period of 3 years compared to other tax saving options.

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Best ELSS Mutual Funds Under Sec 80C

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Long Term Equity Fund Growth ₹52.7429
↑ 0.38
₹4,36015.1-6.28.831.827.347.7
L&T Tax Advantage Fund Growth ₹136.443
↑ 0.40
₹4,12910.70.86.525.423.333
JM Tax Gain Fund Growth ₹48.9765
↑ 0.41
₹1999.2-0.11.425.225.329
BOI AXA Tax Advantage Fund Growth ₹162.72
↑ 1.36
₹1,3988.2-3.7-4.623.725.721.6
BNP Paribas Long Term Equity Fund (ELSS) Growth ₹96.1964
↑ 0.35
₹9129.10.86.322.620.823.6
Invesco India Tax Plan Growth ₹128.19
↑ 0.88
₹2,84511.30.1622.121.625.2
Edelweiss Long Term Equity Fund Growth ₹112.61
↑ 0.51
₹41210.83.34.621.222.220
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25
*Above is list of Equity Linked Saving Sechemes having net Assets higher between 100 - 5,000 Crore and have managed funds for over 1 year and sorted on annualized return of part 3 Years.

1. Motilal Oswal Long Term Equity Fund

(Erstwhile Motilal Oswal MOSt Focused Long Term Fund)

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Long Term Equity Fund is a Equity - ELSS fund was launched on 21 Jan 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.2% since its launch.  Return for 2024 was 47.7% , 2023 was 37% and 2022 was 1.8% .

Below is the key information for Motilal Oswal Long Term Equity Fund

Motilal Oswal Long Term Equity Fund
Growth
Launch Date 21 Jan 15
NAV (27 Jun 25) ₹52.7429 ↑ 0.38   (0.72 %)
Net Assets (Cr) ₹4,360 on 31 May 25
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 0.74
Sharpe Ratio 0.44
Information Ratio 0.98
Alpha Ratio 7.68
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹16,160
31 May 22₹16,757
31 May 23₹20,100
31 May 24₹30,805
31 May 25₹35,818

Motilal Oswal Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for Motilal Oswal Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25

DurationReturns
1 Month 2.8%
3 Month 15.1%
6 Month -6.2%
1 Year 8.8%
3 Year 31.8%
5 Year 27.3%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 47.7%
2023 37%
2022 1.8%
2021 32.1%
2020 8.8%
2019 13.2%
2018 -8.7%
2017 44%
2016 12.5%
2015
Fund Manager information for Motilal Oswal Long Term Equity Fund
NameSinceTenure
Ajay Khandelwal11 Dec 231.47 Yr.
Rakesh Shetty22 Nov 222.52 Yr.
Atul Mehra1 Oct 240.66 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Industrials37.3%
Consumer Cyclical20.59%
Financial Services17.43%
Technology8.6%
Real Estate6.27%
Basic Materials5.67%
Health Care2.96%
Asset Allocation
Asset ClassValue
Cash1.18%
Equity98.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT
6%₹240 Cr425,260
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
5%₹236 Cr9,923,692
Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 23 | BDL
5%₹213 Cr1,056,315
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES
4%₹178 Cr297,751
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON
4%₹177 Cr24,702,337
Inox Wind Ltd (Industrials)
Equity, Since 31 Dec 23 | 539083
4%₹159 Cr8,173,777
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER
4%₹156 Cr240,350
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX
4%₹155 Cr235,083
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE
4%₹155 Cr1,055,205
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 24 | BEL
3%₹152 Cr3,950,000

2. L&T Tax Advantage Fund

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

L&T Tax Advantage Fund is a Equity - ELSS fund was launched on 27 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.5% since its launch.  Ranked 7 in ELSS category.  Return for 2024 was 33% , 2023 was 28.4% and 2022 was -3% .

Below is the key information for L&T Tax Advantage Fund

L&T Tax Advantage Fund
Growth
Launch Date 27 Feb 06
NAV (27 Jun 25) ₹136.443 ↑ 0.40   (0.29 %)
Net Assets (Cr) ₹4,129 on 31 May 25
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.31
Information Ratio 0.58
Alpha Ratio 2.34
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹16,072
31 May 22₹16,614
31 May 23₹19,190
31 May 24₹26,811
31 May 25₹29,875

L&T Tax Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for L&T Tax Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25

DurationReturns
1 Month 4%
3 Month 10.7%
6 Month 0.8%
1 Year 6.5%
3 Year 25.4%
5 Year 23.3%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 33%
2023 28.4%
2022 -3%
2021 30.3%
2020 13.5%
2019 4.6%
2018 -8.1%
2017 42.3%
2016 8.1%
2015 2.9%
Fund Manager information for L&T Tax Advantage Fund
NameSinceTenure
Sonal Gupta21 Jul 213.86 Yr.
Abhishek Gupta1 Mar 241.25 Yr.

Data below for L&T Tax Advantage Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services26.16%
Consumer Cyclical18.76%
Industrials16.95%
Technology10.59%
Basic Materials5.95%
Health Care5.84%
Energy4.51%
Consumer Defensive3.35%
Utility3.26%
Communication Services2.22%
Real Estate1.47%
Asset Allocation
Asset ClassValue
Cash0.65%
Equity99.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
6%₹224 Cr1,162,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
4%₹165 Cr1,155,500
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
3%₹134 Cr951,812
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹116 Cr774,900
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
3%₹101 Cr301,450
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL
2%₹87 Cr467,000
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹79 Cr1,291,500
State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN
2%₹78 Cr984,432
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
2%₹73 Cr3,150,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT
2%₹71 Cr133,000

3. JM Tax Gain Fund

The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

JM Tax Gain Fund is a Equity - ELSS fund was launched on 31 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.7% since its launch.  Ranked 18 in ELSS category.  Return for 2024 was 29% , 2023 was 30.9% and 2022 was 0.5% .

Below is the key information for JM Tax Gain Fund

JM Tax Gain Fund
Growth
Launch Date 31 Mar 08
NAV (27 Jun 25) ₹48.9765 ↑ 0.41   (0.85 %)
Net Assets (Cr) ₹199 on 31 May 25
Category Equity - ELSS
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 0.04
Information Ratio 0.52
Alpha Ratio -2.44
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹17,163
31 May 22₹18,477
31 May 23₹21,370
31 May 24₹31,000
31 May 25₹32,810

JM Tax Gain Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for JM Tax Gain Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25

DurationReturns
1 Month 5%
3 Month 9.2%
6 Month -0.1%
1 Year 1.4%
3 Year 25.2%
5 Year 25.3%
10 Year
15 Year
Since launch 9.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 29%
2023 30.9%
2022 0.5%
2021 32.2%
2020 18.3%
2019 14.9%
2018 -4.6%
2017 42.6%
2016 5.2%
2015 -0.6%
Fund Manager information for JM Tax Gain Fund
NameSinceTenure
Satish Ramanathan1 Oct 240.66 Yr.
Asit Bhandarkar31 Dec 213.42 Yr.
Ruchi Fozdar4 Oct 240.66 Yr.
Deepak Gupta11 Apr 250.14 Yr.

Data below for JM Tax Gain Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services29%
Consumer Cyclical13.65%
Basic Materials13.62%
Industrials11.55%
Technology9.09%
Health Care8.2%
Consumer Defensive5.61%
Communication Services3.03%
Utility1.22%
Energy1.12%
Real Estate1.02%
Asset Allocation
Asset ClassValue
Cash2.89%
Equity97.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK
6%₹11 Cr77,975
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
5%₹10 Cr28,947
↑ 14,500
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK
5%₹9 Cr49,131
Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | INFY
4%₹7 Cr45,965
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | MARUTI
3%₹6 Cr4,706
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹6 Cr72,900
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
3%₹6 Cr30,700
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 532977
3%₹5 Cr6,300
↓ -1,000
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 24 | CREDITACC
3%₹5 Cr43,600
OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE
2%₹5 Cr28,195

4. BOI AXA Tax Advantage Fund

The Scheme seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns.(There can be no assurance that the investment objectives of the Scheme will be realized.)

BOI AXA Tax Advantage Fund is a Equity - ELSS fund was launched on 25 Feb 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.6% since its launch.  Ranked 13 in ELSS category.  Return for 2024 was 21.6% , 2023 was 34.8% and 2022 was -1.3% .

Below is the key information for BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund
Growth
Launch Date 25 Feb 09
NAV (27 Jun 25) ₹162.72 ↑ 1.36   (0.84 %)
Net Assets (Cr) ₹1,398 on 31 May 25
Category Equity - ELSS
AMC BOI AXA Investment Mngrs Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio -0.27
Information Ratio 0.4
Alpha Ratio -9.18
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹17,501
31 May 22₹18,420
31 May 23₹21,380
31 May 24₹32,943
31 May 25₹32,512

BOI AXA Tax Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for BOI AXA Tax Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25

DurationReturns
1 Month 2.4%
3 Month 8.2%
6 Month -3.7%
1 Year -4.6%
3 Year 23.7%
5 Year 25.7%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 21.6%
2023 34.8%
2022 -1.3%
2021 41.5%
2020 31.2%
2019 14.6%
2018 -16.3%
2017 57.7%
2016 -1.2%
2015 2.1%
Fund Manager information for BOI AXA Tax Advantage Fund
NameSinceTenure
Alok Singh27 Apr 223.1 Yr.

Data below for BOI AXA Tax Advantage Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services27.55%
Industrials17.65%
Basic Materials15.91%
Technology8.64%
Utility6.77%
Consumer Defensive5.29%
Consumer Cyclical5.17%
Health Care3.9%
Communication Services2.62%
Real Estate2.61%
Energy1.44%
Asset Allocation
Asset ClassValue
Cash1.5%
Equity98.5%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
5%₹68 Cr355,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN
5%₹66 Cr839,000
Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 500295
4%₹59 Cr1,412,000
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
4%₹48 Cr65,600
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL
4%₹47 Cr105,000
↑ 19,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
4%₹47 Cr329,000
↑ 24,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Dec 23 | DIXON
3%₹39 Cr24,000
Ami Organics Ltd (Basic Materials)
Equity, Since 31 May 24 | 543349
3%₹36 Cr317,800
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 23 | 506395
3%₹35 Cr157,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL
3%₹35 Cr186,000
↑ 35,000

5. BNP Paribas Long Term Equity Fund (ELSS)

The investment objective of the Scheme is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities along with income tax rebate, as may be prevalent fromtime to time. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

BNP Paribas Long Term Equity Fund (ELSS) is a Equity - ELSS fund was launched on 5 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.3% since its launch.  Ranked 22 in ELSS category.  Return for 2024 was 23.6% , 2023 was 31.3% and 2022 was -2.1% .

Below is the key information for BNP Paribas Long Term Equity Fund (ELSS)

BNP Paribas Long Term Equity Fund (ELSS)
Growth
Launch Date 5 Jan 06
NAV (27 Jun 25) ₹96.1964 ↑ 0.35   (0.37 %)
Net Assets (Cr) ₹912 on 31 May 25
Category Equity - ELSS
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 0.24
Information Ratio 0.3
Alpha Ratio 0.76
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹15,407
31 May 22₹15,618
31 May 23₹17,419
31 May 24₹24,435
31 May 25₹26,806

BNP Paribas Long Term Equity Fund (ELSS) SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for BNP Paribas Long Term Equity Fund (ELSS)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25

DurationReturns
1 Month 3.6%
3 Month 9.1%
6 Month 0.8%
1 Year 6.3%
3 Year 22.6%
5 Year 20.8%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.6%
2023 31.3%
2022 -2.1%
2021 23.6%
2020 17.8%
2019 14.3%
2018 -9.3%
2017 42.3%
2016 -6.6%
2015 7.7%
Fund Manager information for BNP Paribas Long Term Equity Fund (ELSS)
NameSinceTenure
Sanjay Chawla14 Mar 223.22 Yr.
Pratish Krishnan14 Mar 223.22 Yr.

Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services29.59%
Industrials11.15%
Consumer Cyclical9.94%
Technology9.44%
Health Care8.21%
Basic Materials7.12%
Consumer Defensive7.07%
Energy4.5%
Utility3.31%
Communication Services3.21%
Asset Allocation
Asset ClassValue
Cash6.44%
Equity93.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
7%₹63 Cr328,160
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | ICICIBANK
7%₹59 Cr411,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE
5%₹40 Cr284,200
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 19 | BHARTIARTL
3%₹28 Cr152,566
↓ -8,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 24 | INFY
3%₹26 Cr173,000
↑ 20,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 24 | KOTAKBANK
3%₹23 Cr104,000
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 23 | POWERINDIA
2%₹21 Cr14,266
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 24 | 500271
2%₹21 Cr158,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 22 | SBIN
2%₹19 Cr243,000
Sagility India Ltd (Healthcare)
Equity, Since 30 Nov 24 | SAGILITY
2%₹19 Cr4,551,400

6. Invesco India Tax Plan

The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

Invesco India Tax Plan is a Equity - ELSS fund was launched on 29 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.8% since its launch.  Ranked 17 in ELSS category.  Return for 2024 was 25.2% , 2023 was 30.9% and 2022 was -7.7% .

Below is the key information for Invesco India Tax Plan

Invesco India Tax Plan
Growth
Launch Date 29 Dec 06
NAV (27 Jun 25) ₹128.19 ↑ 0.88   (0.69 %)
Net Assets (Cr) ₹2,845 on 31 May 25
Category Equity - ELSS
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 0.32
Information Ratio 0.16
Alpha Ratio 2.99
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹16,334
31 May 22₹16,560
31 May 23₹18,212
31 May 24₹24,910
31 May 25₹27,808

Invesco India Tax Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Invesco India Tax Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25

DurationReturns
1 Month 3.2%
3 Month 11.3%
6 Month 0.1%
1 Year 6%
3 Year 22.1%
5 Year 21.6%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 25.2%
2023 30.9%
2022 -7.7%
2021 32.6%
2020 19.2%
2019 9.4%
2018 -1.3%
2017 35.7%
2016 3.4%
2015 5.8%
Fund Manager information for Invesco India Tax Plan
NameSinceTenure
Amit Nigam3 Sep 204.74 Yr.
Dhimant Kothari29 Mar 187.18 Yr.

Data below for Invesco India Tax Plan as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services24.16%
Consumer Cyclical18.07%
Industrials15.67%
Technology11.15%
Health Care9.95%
Basic Materials5.94%
Consumer Defensive5.71%
Energy3.41%
Communication Services2.31%
Utility1.79%
Real Estate1.02%
Asset Allocation
Asset ClassValue
Cash0.84%
Equity99.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK
7%₹195 Cr1,012,536
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
4%₹99 Cr693,204
↓ -25,733
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
4%₹95 Cr805,531
↓ -166,568
Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY
3%₹79 Cr529,552
↑ 119,733
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 500034
3%₹72 Cr83,586
↑ 7,032
Home First Finance Co India Ltd --- (Financial Services)
Equity, Since 31 Mar 23 | HOMEFIRST
3%₹71 Cr579,833
↑ 14,285
Metro Brands Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | 543426
3%₹69 Cr648,682
LTIMindtree Ltd (Technology)
Equity, Since 30 Sep 24 | LTIM
2%₹65 Cr142,248
↑ 8,724
Poly Medicure Ltd (Healthcare)
Equity, Since 30 Jun 24 | POLYMED
2%₹64 Cr249,456
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | EICHERMOT
2%₹63 Cr113,084
↓ -4,573

7. Edelweiss Long Term Equity Fund

(Erstwhile Edelweiss ELSS Fund)

The primary objective of the scheme is to generate long-term capital appreciation with an option of periodic payouts at the end of lock in periods from a portfolio that invests predominantly in equity and equity related instruments.

Edelweiss Long Term Equity Fund is a Equity - ELSS fund was launched on 30 Dec 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.8% since its launch.  Ranked 25 in ELSS category.  Return for 2024 was 20% , 2023 was 26.8% and 2022 was -0.1% .

Below is the key information for Edelweiss Long Term Equity Fund

Edelweiss Long Term Equity Fund
Growth
Launch Date 30 Dec 08
NAV (27 Jun 25) ₹112.61 ↑ 0.51   (0.45 %)
Net Assets (Cr) ₹412 on 31 May 25
Category Equity - ELSS
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.33
Sharpe Ratio 0.17
Information Ratio -0.25
Alpha Ratio -0.42
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹16,081
31 May 22₹17,141
31 May 23₹19,391
31 May 24₹25,752
31 May 25₹27,949

Edelweiss Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Edelweiss Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25

DurationReturns
1 Month 4.8%
3 Month 10.8%
6 Month 3.3%
1 Year 4.6%
3 Year 21.2%
5 Year 22.2%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 20%
2023 26.8%
2022 -0.1%
2021 30.4%
2020 13.7%
2019 9.2%
2018 -9.1%
2017 37.7%
2016 -1.1%
2015 6.7%
Fund Manager information for Edelweiss Long Term Equity Fund
NameSinceTenure
Ashwani Agarwalla1 Aug 231.83 Yr.
Trideep Bhattacharya1 Aug 231.83 Yr.
Raj Koradia1 Aug 240.83 Yr.

Data below for Edelweiss Long Term Equity Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services38.19%
Technology10.39%
Health Care8.85%
Industrials8.62%
Consumer Cyclical7.56%
Energy5.86%
Consumer Defensive5.26%
Basic Materials4.28%
Communication Services3.96%
Utility2.4%
Real Estate1.4%
Asset Allocation
Asset ClassValue
Cash3.06%
Equity96.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | HDFCBANK
8%₹31 Cr160,598
↑ 15,319
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK
6%₹23 Cr163,216
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
5%₹20 Cr139,249
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
4%₹16 Cr84,003
↑ 10,588
State Bank of India (Financial Services)
Equity, Since 31 May 18 | SBIN
3%₹12 Cr149,214
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 15 | LT
3%₹11 Cr33,431
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY
2%₹9 Cr59,889
↓ -7,798
BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE
2%₹9 Cr13,617
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 25 | KOTAKBANK
2%₹8 Cr38,039
↑ 4,491
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
2%₹8 Cr69,282

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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