8 সেরা ELSS ট্যাক্স সেভিং মিউচুয়াল ফান্ড 2022

Updated on March 16, 2026 , 65375 views

আর্থিক বছর শেষ হওয়ার সাথে সাথে, এটি আপনার শুরু করার সময়কর পরিকল্পনা. ভারতে অনেক ট্যাক্স সেভিং অপশন সহ,ইএলএসএস তারা ট্যাক্স সঞ্চয়ের বাইরেও সুবিধা অফার করে, কারণ তারা সেরা দাঁড়িয়েছে।

ELSS বা ইক্যুইটি লিঙ্কড সেভিং স্কিমগুলি 3 বছরের লক-ইন পিরিয়ডের সাথে আসে, যা অন্য সব ট্যাক্স সেভিংসের তুলনায় সবচেয়ে কম হোল্ডিং। দ্বারাবিনিয়োগ ELSS-এ, একজন INR 1,50 পর্যন্ত ছাড় পেতে পারেন,000 তাদের করযোগ্য থেকেআয় অনুযায়ীধারা 80C এরআয়কর আইন. যেহেতু, ELSS তহবিলগুলি ইক্যুইটি এবং সম্পর্কিত পণ্যগুলিতে বিনিয়োগ করা তহবিলের একটি বড় অংশের সাথে ইক্যুইটি বৈচিত্র্যময়, তারা ইক্যুইটি রিটার্নও প্রদান করে। এর মানে হল যে বিনিয়োগকারীরাও তাদের বিনিয়োগের উপর ইক্যুইটি রিটার্ন অর্জন করতে পারে।

এই স্কিমের অন্যান্য গুরুত্বপূর্ণ বৈশিষ্ট্যগুলির কিছু দেখার আগে, আসুন সেরা ELSS ট্যাক্স সাশ্রয় পরীক্ষা করা যাকযৌথ পুঁজি 2022 - 2023 এর জন্য।

ট্যাক্স সেভিংসের জন্য কেন ELSS বেছে নেবেন?

ELSS এর অন্যান্য প্রধান সুবিধা হল:

ট্যাক্স ফ্রি রিটার্ন

বাজেট 2018 অনুযায়ী, ELSS দীর্ঘমেয়াদী আকর্ষণ করবেমূলধন লাভ (LTCG)। দীর্ঘমেয়াদে বিনিয়োগকারীদের 10% (কোনও সূচক ছাড়াই) ট্যাক্স করা হবেমূলধন অর্জন ট্যাক্স INR 1 লক্ষ পর্যন্ত লাভ করমুক্ত। INR 1 লাখের বেশি লাভের ক্ষেত্রে 10% ট্যাক্স প্রযোজ্য।

ন্যূনতম বিনিয়োগের পরিমাণ

গ্রহণ করে aচুমুক রুট, বিনিয়োগকারীরা INR 500 এর মতো কম পরিমাণ বিনিয়োগ করতে পারে। এটি একজন ব্যক্তিকে অনুমতি দেয়অর্থ সঞ্চয় একমুঠো টাকার পরিবর্তে প্রতি মাসে।

ইক্যুইটি রিটার্ন

যেহেতু এই মিউচুয়াল ফান্ডগুলি ইক্যুইটি-সম্পর্কিত উপকরণগুলিতে বিনিয়োগ করে, তাই আপনার বিনিয়োগ করা অর্থ স্টক হিসাবে বৃদ্ধি পায়বাজার বৃদ্ধি পায় তাই, ELSS ফান্ডে লাভ বেশি।

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সেরা পারফর্মিং ELSS ট্যাক্স সেভিং মিউচুয়াল ফান্ড FY 22 - 23৷

Fund	NAV	Net Assets (Cr)	Rating	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Motilal Oswal Long Term Equity Fund Growth	₹48.5875 ↑ 1.09	₹4,188	Not Rated	-0.7	-9.2	11.4	22.4	17.5	-9.1
HDFC Long Term Advantage Fund Growth	₹595.168 ↑ 0.28	₹1,318	☆☆☆	1.2	15.4	35.5	20.6	17.4
Nippon India Tax Saver Fund (ELSS) Growth	₹124.579 ↑ 1.37	₹14,881	☆☆☆	-3.5	-4.7	9.6	17.6	15.1	6
Bandhan Tax Advantage (ELSS) Fund Growth	₹146.244 ↑ 1.21	₹7,060	☆☆☆☆☆	-6.9	-5.7	6.1	14.4	14.7	8
BOI AXA Tax Advantage Fund Growth	₹153.82 ↑ 1.27	₹1,374	☆☆☆	-3.6	-5.9	8.4	16.7	14.2	-3.5
Franklin India Taxshield Growth	₹1,374.77 ↑ 14.83	₹6,440	☆☆	-8.5	-8.8	3.7	16.2	14.1	2.1
JM Tax Gain Fund Growth	₹44.6162 ↑ 0.68	₹216	☆☆☆	-11.1	-11.5	2.9	16.4	13.6	2.5
Tata India Tax Savings Fund Growth	₹43.2113 ↑ 0.57	₹4,566	☆☆☆☆☆	-5.2	-3.9	8.3	15.7	13.4	4.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Mar 26

Research Highlights & Commentary of 8 Funds showcased

Commentary	Motilal Oswal Long Term Equity Fund	HDFC Long Term Advantage Fund	Nippon India Tax Saver Fund (ELSS)	Bandhan Tax Advantage (ELSS) Fund	BOI AXA Tax Advantage Fund	Franklin India Taxshield	JM Tax Gain Fund	Tata India Tax Savings Fund
Point 1	Lower mid AUM (₹4,188 Cr).	Bottom quartile AUM (₹1,318 Cr).	Highest AUM (₹14,881 Cr).	Top quartile AUM (₹7,060 Cr).	Lower mid AUM (₹1,374 Cr).	Upper mid AUM (₹6,440 Cr).	Bottom quartile AUM (₹216 Cr).	Upper mid AUM (₹4,566 Cr).
Point 2	Established history (11+ yrs).	Established history (25+ yrs).	Established history (20+ yrs).	Established history (17+ yrs).	Established history (17+ yrs).	Oldest track record among peers (26 yrs).	Established history (17+ yrs).	Established history (11+ yrs).
Point 3	Not Rated.	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Top rated.	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Rating: 5★ (top quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 17.53% (top quartile).	5Y return: 17.39% (top quartile).	5Y return: 15.14% (upper mid).	5Y return: 14.71% (upper mid).	5Y return: 14.21% (lower mid).	5Y return: 14.06% (lower mid).	5Y return: 13.61% (bottom quartile).	5Y return: 13.40% (bottom quartile).
Point 6	3Y return: 22.45% (top quartile).	3Y return: 20.64% (top quartile).	3Y return: 17.58% (upper mid).	3Y return: 14.43% (bottom quartile).	3Y return: 16.69% (upper mid).	3Y return: 16.22% (lower mid).	3Y return: 16.36% (lower mid).	3Y return: 15.71% (bottom quartile).
Point 7	1Y return: 11.41% (top quartile).	1Y return: 35.51% (top quartile).	1Y return: 9.55% (upper mid).	1Y return: 6.08% (lower mid).	1Y return: 8.40% (upper mid).	1Y return: 3.69% (bottom quartile).	1Y return: 2.86% (bottom quartile).	1Y return: 8.31% (lower mid).
Point 8	Alpha: -5.20 (bottom quartile).	Alpha: 1.75 (top quartile).	Alpha: 0.95 (top quartile).	Alpha: 0.34 (upper mid).	Alpha: -3.63 (lower mid).	Alpha: -3.02 (lower mid).	Alpha: -4.56 (bottom quartile).	Alpha: -0.76 (upper mid).
Point 9	Sharpe: -0.04 (bottom quartile).	Sharpe: 2.27 (top quartile).	Sharpe: 0.26 (top quartile).	Sharpe: 0.21 (upper mid).	Sharpe: -0.02 (lower mid).	Sharpe: -0.04 (lower mid).	Sharpe: -0.12 (bottom quartile).	Sharpe: 0.14 (upper mid).
Point 10	Information ratio: 0.49 (top quartile).	Information ratio: -0.15 (lower mid).	Information ratio: 0.22 (upper mid).	Information ratio: -0.30 (bottom quartile).	Information ratio: 0.13 (lower mid).	Information ratio: 0.47 (top quartile).	Information ratio: 0.46 (upper mid).	Information ratio: -0.35 (bottom quartile).

Motilal Oswal Long Term Equity Fund

Lower mid AUM (₹4,188 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 17.53% (top quartile).
3Y return: 22.45% (top quartile).
1Y return: 11.41% (top quartile).
Alpha: -5.20 (bottom quartile).
Sharpe: -0.04 (bottom quartile).
Information ratio: 0.49 (top quartile).

HDFC Long Term Advantage Fund

Bottom quartile AUM (₹1,318 Cr).
Established history (25+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.39% (top quartile).
3Y return: 20.64% (top quartile).
1Y return: 35.51% (top quartile).
Alpha: 1.75 (top quartile).
Sharpe: 2.27 (top quartile).
Information ratio: -0.15 (lower mid).

Nippon India Tax Saver Fund (ELSS)

Highest AUM (₹14,881 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.14% (upper mid).
3Y return: 17.58% (upper mid).
1Y return: 9.55% (upper mid).
Alpha: 0.95 (top quartile).
Sharpe: 0.26 (top quartile).
Information ratio: 0.22 (upper mid).

Bandhan Tax Advantage (ELSS) Fund

Top quartile AUM (₹7,060 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.71% (upper mid).
3Y return: 14.43% (bottom quartile).
1Y return: 6.08% (lower mid).
Alpha: 0.34 (upper mid).
Sharpe: 0.21 (upper mid).
Information ratio: -0.30 (bottom quartile).

BOI AXA Tax Advantage Fund

Lower mid AUM (₹1,374 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.21% (lower mid).
3Y return: 16.69% (upper mid).
1Y return: 8.40% (upper mid).
Alpha: -3.63 (lower mid).
Sharpe: -0.02 (lower mid).
Information ratio: 0.13 (lower mid).

Franklin India Taxshield

Upper mid AUM (₹6,440 Cr).
Oldest track record among peers (26 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.06% (lower mid).
3Y return: 16.22% (lower mid).
1Y return: 3.69% (bottom quartile).
Alpha: -3.02 (lower mid).
Sharpe: -0.04 (lower mid).
Information ratio: 0.47 (top quartile).

JM Tax Gain Fund

Bottom quartile AUM (₹216 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.61% (bottom quartile).
3Y return: 16.36% (lower mid).
1Y return: 2.86% (bottom quartile).
Alpha: -4.56 (bottom quartile).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.46 (upper mid).

Tata India Tax Savings Fund

Upper mid AUM (₹4,566 Cr).
Established history (11+ yrs).
Rating: 5★ (top quartile).
Risk profile: Moderately High.
5Y return: 13.40% (bottom quartile).
3Y return: 15.71% (bottom quartile).
1Y return: 8.31% (lower mid).
Alpha: -0.76 (upper mid).
Sharpe: 0.14 (upper mid).
Information ratio: -0.35 (bottom quartile).

*উপরে ELSS-এর তালিকা রয়েছে-ইক্যুইটি মিউচুয়াল ফান্ড মধ্যে নিট সম্পদ আছে100 - 15000 বিগত 3 বছর থেকে কোটি টাকা এবং সম্পদ ব্যবস্থাপনা। গত 5 বছরের রিটার্ন অনুসারে সাজানো হয়েছেবার্ষিক/সিএজিআর ভিত্তি.

কে ELSS ফান্ডে বিনিয়োগ করতে পারে?

সাধারণত, ELSS মিউচুয়াল ফান্ড সব ধরনের বিনিয়োগকারীদের জন্য উপযুক্ত যারা ট্যাক্স পরিকল্পনা এবং অর্থ সঞ্চয়ের জন্য বাজার-সংযুক্ত ঝুঁকি নিতে ইচ্ছুক। যে কেউ তাদের জীবনের যেকোনো সময়ে ELSS ফান্ডে বিনিয়োগ করতে পারে। যাইহোক, আপনার কর্মজীবনের প্রাথমিক পর্যায়ে কর সাশ্রয়ী ELSS তহবিলে বিনিয়োগ করার পরামর্শ দেওয়া হচ্ছে যাতে আপনার অর্থ সময়ের সাথে বৃদ্ধি পায় এবং আপনি আরও ভাল রিটার্ন অর্জন করেন।

তাই, ট্যাক্স বাঁচান এবং বিনিয়োগ করে একই সময়ে ভাল রিটার্ন উপার্জন করুনসেরা এলএসএস ফান্ড. বিনিয়োগকারীদের সচেতন হওয়া উচিত যে ELSS তহবিলে বিনিয়োগ করা পরিমাণ 3 বছরের জন্য লক করা আছে।

বিনিয়োগকারীরা ELSS মিউচুয়াল ফান্ডে SIP (সিস্টেমেটিক) এর একমাস (এক সময়) হিসাবে বিনিয়োগ করতে পারেনবিনিয়োগ পরিকল্পনা) নতুনদের সাধারণত SIP ব্যবহার করে বিনিয়োগ করার পরামর্শ দেওয়া হয় কারণ এটি তাদের জন্য আরও উপযুক্ত।

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.

Research Highlights for Motilal Oswal Long Term Equity Fund

Lower mid AUM (₹4,188 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 17.53% (top quartile).
3Y return: 22.45% (top quartile).
1Y return: 11.41% (top quartile).
Alpha: -5.20 (bottom quartile).
Sharpe: -0.04 (bottom quartile).
Information ratio: 0.49 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Multi Commodity Exchange of India Ltd (~7.6%).

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 (18 Mar 26)	₹48.5875 ↑ 1.09 (2.30 %)
Net Assets (Cr)	₹4,188 on 31 Jan 26
Category	Equity - ELSS
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.65
Sharpe Ratio	-0.04
Information Ratio	0.49
Alpha Ratio	-5.2
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,557
28 Feb 23	₹12,203
29 Feb 24	₹18,441
28 Feb 25	₹18,888
28 Feb 26	₹22,113

Motilal Oswal Long Term Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 18 Mar 26

Duration	Returns
1 Month	-1.7%
3 Month	-0.7%
6 Month	-9.2%
1 Year	11.4%
3 Year	22.4%
5 Year	17.5%
10 Year
15 Year
Since launch	15.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-9.1%
2023	47.7%
2022	37%
2021	1.8%
2020	32.1%
2019	8.8%
2018	13.2%
2017	-8.7%
2016	44%
2015	12.5%

Fund Manager information for Motilal Oswal Long Term Equity Fund

Name	Since	Tenure
Ajay Khandelwal	11 Dec 23	2.22 Yr.
Rakesh Shetty	22 Nov 22	3.27 Yr.
Atul Mehra	1 Oct 24	1.41 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	30.43%
Industrials	23.89%
Consumer Cyclical	17.17%
Basic Materials	10.09%
Technology	9.8%
Real Estate	3.41%
Health Care	2.99%
Consumer Defensive	1.24%

Asset Allocation

Asset Class	Value
Cash	0.97%
Equity	99.03%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 29 Feb 24 \| MCX	8%	₹317 Cr	1,296,040
Piramal Finance Ltd (Financial Services) Equity, Since 30 Sep 25 \| PIRAMALFIN	6%	₹264 Cr	1,518,583 ↑ 116,662
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Mar 24 \| AMBER	5%	₹207 Cr	259,006
Apar Industries Ltd (Industrials) Equity, Since 31 Dec 23 \| APARINDS	5%	₹206 Cr	184,366 ↓ -10,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Oct 23 \| 543320	5%	₹197 Cr	8,000,000
PTC Industries Ltd (Industrials) Equity, Since 30 Sep 24 \| 539006	5%	₹192 Cr	107,189 ↑ 4,558
Jain Resource Recycling Ltd (Basic Materials) Equity, Since 31 Oct 25 \| JAINREC	4%	₹188 Cr	4,743,065 ↑ 872,201
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Jun 25 \| MUTHOOTFIN	4%	₹183 Cr	546,874
Billionbrains Garage Ventures Ltd (Financial Services) Equity, Since 30 Nov 25 \| GROWW	4%	₹179 Cr	10,941,411
Waaree Energies Ltd (Technology) Equity, Since 31 Oct 24 \| 544277	4%	₹158 Cr	583,979

2. HDFC Long Term Advantage Fund

To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments

Research Highlights for HDFC Long Term Advantage Fund

Bottom quartile AUM (₹1,318 Cr).
Established history (25+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.39% (top quartile).
3Y return: 20.64% (top quartile).
1Y return: 35.51% (top quartile).
Alpha: 1.75 (top quartile).
Sharpe: 2.27 (top quartile).
Information ratio: -0.15 (lower mid).

Below is the key information for HDFC Long Term Advantage Fund

HDFC Long Term Advantage Fund Growth
Launch Date	2 Jan 01
NAV (14 Jan 22)	₹595.168 ↑ 0.28 (0.05 %)
Net Assets (Cr)	₹1,318 on 30 Nov 21
Category	Equity - ELSS
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.25
Sharpe Ratio	2.27
Information Ratio	-0.15
Alpha Ratio	1.75
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000

HDFC Long Term Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Purchase not allowed

Returns for HDFC Long Term 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 18 Mar 26

Duration	Returns
1 Month	4.4%
3 Month	1.2%
6 Month	15.4%
1 Year	35.5%
3 Year	20.6%
5 Year	17.4%
10 Year
15 Year
Since launch	21.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Fund Manager information for HDFC Long Term Advantage Fund

Name	Since	Tenure

Data below for HDFC Long Term Advantage Fund as on 30 Nov 21

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

3. Nippon India Tax Saver Fund (ELSS)

The primary objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. However, there can be no assurance that the scheme’s investment objective shall be achieved.

Research Highlights for Nippon India Tax Saver Fund (ELSS)

Highest AUM (₹14,881 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.14% (upper mid).
3Y return: 17.58% (upper mid).
1Y return: 9.55% (upper mid).
Alpha: 0.95 (top quartile).
Sharpe: 0.26 (top quartile).
Information ratio: 0.22 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding ICICI Bank Ltd (~7.7%).

Below is the key information for Nippon India Tax Saver Fund (ELSS)

Nippon India Tax Saver Fund (ELSS) Growth
Launch Date	21 Sep 05
NAV (18 Mar 26)	₹124.579 ↑ 1.37 (1.11 %)
Net Assets (Cr)	₹14,881 on 31 Jan 26
Category	Equity - ELSS
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.7
Sharpe Ratio	0.26
Information Ratio	0.22
Alpha Ratio	0.95
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹12,008
28 Feb 23	₹12,537
29 Feb 24	₹17,589
28 Feb 25	₹17,662
28 Feb 26	₹21,075

Nippon India Tax Saver Fund (ELSS) SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for Nippon India Tax Saver 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 18 Mar 26

Duration	Returns
1 Month	-5.9%
3 Month	-3.5%
6 Month	-4.7%
1 Year	9.6%
3 Year	17.6%
5 Year	15.1%
10 Year
15 Year
Since launch	13.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6%
2023	17.6%
2022	28.6%
2021	6.9%
2020	37.6%
2019	-0.4%
2018	1.5%
2017	-20.7%
2016	46%
2015	4.2%

Fund Manager information for Nippon India Tax Saver Fund (ELSS)

Name	Since	Tenure
Rupesh Patel	1 Jul 21	4.67 Yr.
Ritesh Rathod	19 Aug 24	1.53 Yr.
Kinjal Desai	25 May 18	7.77 Yr.
Lokesh Maru	5 Sep 25	0.48 Yr.
Divya Sharma	5 Sep 25	0.48 Yr.

Data below for Nippon India Tax Saver Fund (ELSS) as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	37.02%
Consumer Cyclical	12.21%
Industrials	10.8%
Consumer Defensive	9.51%
Utility	7.34%
Health Care	6.44%
Energy	5.36%
Communication Services	4.08%
Technology	3.96%
Basic Materials	2.56%

Asset Allocation

Asset Class	Value
Cash	0.71%
Equity	99.29%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 28 Feb 15 \| ICICIBANK	8%	₹1,144 Cr	8,300,000 ↑ 216,519
HDFC Bank Ltd (Financial Services) Equity, Since 29 Feb 20 \| HDFCBANK	7%	₹994 Cr	11,200,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 20 \| AXISBANK	5%	₹706 Cr	5,100,000
State Bank of India (Financial Services) Equity, Since 31 Dec 13 \| SBIN	4%	₹613 Cr	5,100,000 ↓ -300,000
NTPC Ltd (Utilities) Equity, Since 28 Feb 19 \| NTPC	4%	₹535 Cr	14,000,000
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| MOTHERSON	3%	₹511 Cr	38,319,861
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 20 \| RELIANCE	3%	₹509 Cr	3,650,000
Infosys Ltd (Technology) Equity, Since 31 Mar 20 \| INFY	3%	₹494 Cr	3,800,000 ↑ 300,000
TVS Holdings Ltd (Consumer Cyclical) Equity, Since 30 Jun 13 \| TVSHLTD	3%	₹429 Cr	284,018
Power Finance Corp Ltd (Financial Services) Equity, Since 30 Nov 22 \| PFC	3%	₹377 Cr	9,111,111

4. Bandhan Tax Advantage (ELSS) Fund

The investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related securities. There can be no assurance that the investment objective of the scheme will be realised.

Research Highlights for Bandhan Tax Advantage (ELSS) Fund

Top quartile AUM (₹7,060 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.71% (upper mid).
3Y return: 14.43% (bottom quartile).
1Y return: 6.08% (lower mid).
Alpha: 0.34 (upper mid).
Sharpe: 0.21 (upper mid).
Information ratio: -0.30 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding HDFC Bank Ltd (~7.7%).

Below is the key information for Bandhan Tax Advantage (ELSS) Fund

Bandhan Tax Advantage (ELSS) Fund Growth
Launch Date	26 Dec 08
NAV (18 Mar 26)	₹146.244 ↑ 1.21 (0.83 %)
Net Assets (Cr)	₹7,060 on 31 Jan 26
Category	Equity - ELSS
AMC	IDFC Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.74
Sharpe Ratio	0.21
Information Ratio	-0.3
Alpha Ratio	0.34
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹12,531
28 Feb 23	₹13,184
29 Feb 24	₹18,397
28 Feb 25	₹17,986
28 Feb 26	₹20,751

Bandhan Tax Advantage (ELSS) Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Bandhan Tax Advantage (ELSS) Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26

Duration	Returns
1 Month	-7.1%
3 Month	-6.9%
6 Month	-5.7%
1 Year	6.1%
3 Year	14.4%
5 Year	14.7%
10 Year
15 Year
Since launch	16.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8%
2023	13.1%
2022	28.3%
2021	4.2%
2020	49.2%
2019	18.7%
2018	1.9%
2017	-9.4%
2016	53.4%
2015	0.4%

Fund Manager information for Bandhan Tax Advantage (ELSS) Fund

Name	Since	Tenure
Daylynn Pinto	20 Oct 16	9.36 Yr.
Ritika Behera	7 Oct 23	2.4 Yr.
Gaurav Satra	10 Jun 24	1.72 Yr.

Data below for Bandhan Tax Advantage (ELSS) Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	33.81%
Consumer Cyclical	9.68%
Basic Materials	8.62%
Consumer Defensive	8.33%
Technology	8.14%
Energy	7.71%
Health Care	6.21%
Industrials	5.01%
Communication Services	2.61%
Utility	2.55%
Real Estate	1.95%

Asset Allocation

Asset Class	Value
Cash	5.38%
Equity	94.62%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 14 \| HDFCBANK	8%	₹542 Cr	6,100,000 ↑ 100,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jul 18 \| RELIANCE	7%	₹460 Cr	3,300,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 16 \| ICICIBANK	5%	₹372 Cr	2,700,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| KOTAKBANK	5%	₹328 Cr	7,900,000 ↑ 400,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Oct 21 \| TCS	3%	₹224 Cr	850,000 ↓ -250,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 21 \| AXISBANK	3%	₹208 Cr	1,500,000
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Mar 18 \| JINDALSTEL	2%	₹168 Cr	1,350,000
State Bank of India (Financial Services) Equity, Since 30 Jun 20 \| SBIN	2%	₹162 Cr	1,350,000 ↓ -350,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 20 \| BHARTIARTL	2%	₹151 Cr	801,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| MARUTI	2%	₹149 Cr	100,000

5. 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.)

Research Highlights for BOI AXA Tax Advantage Fund

Lower mid AUM (₹1,374 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.21% (lower mid).
3Y return: 16.69% (upper mid).
1Y return: 8.40% (upper mid).
Alpha: -3.63 (lower mid).
Sharpe: -0.02 (lower mid).
Information ratio: 0.13 (lower mid).
Top sector: Financial Services.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~80%).
High-quality debt (AAA/AA ~100%).
Largest holding State Bank of India (~4.1%).

Below is the key information for BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund Growth
Launch Date	25 Feb 09
NAV (18 Mar 26)	₹153.82 ↑ 1.27 (0.83 %)
Net Assets (Cr)	₹1,374 on 31 Jan 26
Category	Equity - ELSS
AMC	BOI AXA Investment Mngrs Private Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.09
Sharpe Ratio	-0.02
Information Ratio	0.13
Alpha Ratio	-3.63
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹12,206
28 Feb 23	₹12,558
29 Feb 24	₹19,130
28 Feb 25	₹17,525
28 Feb 26	₹20,796

BOI AXA Tax Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 18 Mar 26

Duration	Returns
1 Month	-5.8%
3 Month	-3.6%
6 Month	-5.9%
1 Year	8.4%
3 Year	16.7%
5 Year	14.2%
10 Year
15 Year
Since launch	17.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-3.5%
2023	21.6%
2022	34.8%
2021	-1.3%
2020	41.5%
2019	31.2%
2018	14.6%
2017	-16.3%
2016	57.7%
2015	-1.2%

Fund Manager information for BOI AXA Tax Advantage Fund

Name	Since	Tenure
Alok Singh	27 Apr 22	3.84 Yr.

Data below for BOI AXA Tax Advantage Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	22.16%
Industrials	16.61%
Basic Materials	10.05%
Consumer Cyclical	7.27%
Consumer Defensive	7.16%
Utility	5.51%
Technology	3.94%
Communication Services	3.19%
Energy	2.27%
Health Care	1.86%
Real Estate	0.11%

Asset Allocation

Asset Class	Value
Cash	18.39%
Equity	80.13%
Debt	1.48%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 31 Oct 21 \| SBIN	4%	₹56 Cr	470,000 ↓ -194,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	3%	₹46 Cr	335,000 ↓ -20,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 10 \| HDFCBANK	3%	₹45 Cr	510,000 ↑ 72,468
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 24 \| BHARTIARTL	3%	₹44 Cr	235,000
ITC Ltd (Consumer Defensive) Equity, Since 30 Jun 25 \| ITC	3%	₹42 Cr	1,340,000 ↑ 220,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 Jul 23 \| HAL	3%	₹41 Cr	105,000
NTPC Ltd (Utilities) Equity, Since 30 Apr 22 \| NTPC	3%	₹36 Cr	955,000
Coromandel International Ltd (Basic Materials) Equity, Since 31 Jan 23 \| COROMANDEL	3%	₹35 Cr	157,000
HEG Ltd (Industrials) Equity, Since 31 Dec 22 \| HEG	2%	₹34 Cr	580,000
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 30 Apr 25 \| ADANIPORTS	2%	₹33 Cr	214,000

6. Franklin India Taxshield

The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate

Research Highlights for Franklin India Taxshield

Upper mid AUM (₹6,440 Cr).
Oldest track record among peers (26 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.06% (lower mid).
3Y return: 16.22% (lower mid).
1Y return: 3.69% (bottom quartile).
Alpha: -3.02 (lower mid).
Sharpe: -0.04 (lower mid).
Information ratio: 0.47 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~9.0%).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (18 Mar 26)	₹1,374.77 ↑ 14.83 (1.09 %)
Net Assets (Cr)	₹6,440 on 31 Jan 26
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.81
Sharpe Ratio	-0.04
Information Ratio	0.47
Alpha Ratio	-3.02
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,879
28 Feb 23	₹12,421
29 Feb 24	₹17,984
28 Feb 25	₹18,525
28 Feb 26	₹20,775

Franklin India Taxshield SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Franklin India Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26

Duration	Returns
1 Month	-8.2%
3 Month	-8.5%
6 Month	-8.8%
1 Year	3.7%
3 Year	16.2%
5 Year	14.1%
10 Year
15 Year
Since launch	20%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	2.1%
2023	22.4%
2022	31.2%
2021	5.4%
2020	36.7%
2019	9.8%
2018	5.1%
2017	-3%
2016	29.1%
2015	4.7%

Fund Manager information for Franklin India Taxshield

Name	Since	Tenure
R. Janakiraman	2 May 16	9.83 Yr.
Rajasa Kakulavarapu	1 Dec 23	2.25 Yr.

Data below for Franklin India Taxshield as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	33.98%
Industrials	14.59%
Consumer Cyclical	9.16%
Technology	8.19%
Basic Materials	6.77%
Consumer Defensive	6.34%
Health Care	4.38%
Utility	3.84%
Communication Services	3.5%
Energy	3.2%
Real Estate	1.32%

Asset Allocation

Asset Class	Value
Cash	4.71%
Equity	95.29%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	9%	₹579 Cr	6,520,834
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	7%	₹455 Cr	3,297,903
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	6%	₹378 Cr	883,853
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| AXISBANK	5%	₹343 Cr	2,477,634
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	5%	₹340 Cr	2,833,344
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	4%	₹244 Cr	1,876,441
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	3%	₹224 Cr	1,192,303 ↓ -229,268
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Nov 17 \| KOTAKBANK	3%	₹207 Cr	4,981,055
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹205 Cr	1,472,922
HCL Technologies Ltd (Technology) Equity, Since 31 Oct 21 \| HCLTECH	3%	₹203 Cr	1,462,587

7. 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.

Research Highlights for JM Tax Gain Fund

Bottom quartile AUM (₹216 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.61% (bottom quartile).
3Y return: 16.36% (lower mid).
1Y return: 2.86% (bottom quartile).
Alpha: -4.56 (bottom quartile).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.46 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding HDFC Bank Ltd (~4.0%).

Below is the key information for JM Tax Gain Fund

JM Tax Gain Fund Growth
Launch Date	31 Mar 08
NAV (18 Mar 26)	₹44.6162 ↑ 0.68 (1.55 %)
Net Assets (Cr)	₹216 on 31 Jan 26
Category	Equity - ELSS
AMC	JM Financial Asset Management Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.37
Sharpe Ratio	-0.12
Information Ratio	0.46
Alpha Ratio	-4.56
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,792
28 Feb 23	₹12,113
29 Feb 24	₹17,481
28 Feb 25	₹18,094
28 Feb 26	₹20,367

JM Tax Gain Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 18 Mar 26

Duration	Returns
1 Month	-9.1%
3 Month	-11.1%
6 Month	-11.5%
1 Year	2.9%
3 Year	16.4%
5 Year	13.6%
10 Year
15 Year
Since launch	8.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	2.5%
2023	29%
2022	30.9%
2021	0.5%
2020	32.2%
2019	18.3%
2018	14.9%
2017	-4.6%
2016	42.6%
2015	5.2%

Fund Manager information for JM Tax Gain Fund

Name	Since	Tenure
Satish Ramanathan	1 Oct 24	1.41 Yr.
Asit Bhandarkar	31 Dec 21	4.16 Yr.
Ruchi Fozdar	4 Oct 24	1.4 Yr.
Deepak Gupta	11 Apr 25	0.89 Yr.

Data below for JM Tax Gain Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	28.74%
Consumer Cyclical	16.59%
Industrials	11.66%
Technology	9.81%
Basic Materials	9.25%
Health Care	8.13%
Consumer Defensive	3.8%
Energy	3.43%
Real Estate	3.21%
Communication Services	2.85%

Asset Allocation

Asset Class	Value
Cash	2.52%
Equity	97.48%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 11 \| HDFCBANK	4%	₹9 Cr	98,262
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 10 \| LT	4%	₹8 Cr	18,447 ↓ -1,200
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 25 \| RELIANCE	3%	₹7 Cr	53,400
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 22 \| ICICIBANK	3%	₹7 Cr	48,500
Karur Vysya Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| KARURVYSYA	3%	₹6 Cr	199,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 24 \| BHARTIARTL	3%	₹6 Cr	32,950
Lupin Ltd (Healthcare) Equity, Since 31 May 25 \| LUPIN	3%	₹6 Cr	25,000
Travel Food Services Ltd (Consumer Cyclical) Equity, Since 31 Jul 25 \| TRAVELFOOD	3%	₹6 Cr	45,598 ↓ -4,000
Polycab India Ltd (Industrials) Equity, Since 31 Jul 25 \| POLYCAB	3%	₹6 Cr	6,500
Vedanta Ltd (Basic Materials) Equity, Since 31 Oct 25 \| VEDL	2%	₹5 Cr	75,500

8. Tata India Tax Savings Fund

To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation..

Research Highlights for Tata India Tax Savings Fund

Upper mid AUM (₹4,566 Cr).
Established history (11+ yrs).
Rating: 5★ (top quartile).
Risk profile: Moderately High.
5Y return: 13.40% (bottom quartile).
3Y return: 15.71% (bottom quartile).
1Y return: 8.31% (lower mid).
Alpha: -0.76 (upper mid).
Sharpe: 0.14 (upper mid).
Information ratio: -0.35 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding HDFC Bank Ltd (~6.5%).

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund Growth
Launch Date	13 Oct 14
NAV (18 Mar 26)	₹43.2113 ↑ 0.57 (1.33 %)
Net Assets (Cr)	₹4,566 on 31 Jan 26
Category	Equity - ELSS
AMC	Tata Asset Management Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.83
Sharpe Ratio	0.14
Information Ratio	-0.35
Alpha Ratio	-0.76
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,546
28 Feb 23	₹12,189
29 Feb 24	₹16,029
28 Feb 25	₹16,422
28 Feb 26	₹19,638

Tata India Tax Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Tata India Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26

Duration	Returns
1 Month	-6.7%
3 Month	-5.2%
6 Month	-3.9%
1 Year	8.3%
3 Year	15.7%
5 Year	13.4%
10 Year
15 Year
Since launch	13.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	4.9%
2023	19.5%
2022	24%
2021	5.9%
2020	30.4%
2019	11.9%
2018	13.6%
2017	-8.4%
2016	46%
2015	2.1%

Fund Manager information for Tata India Tax Savings Fund

Name	Since	Tenure
Sailesh Jain	16 Dec 21	4.21 Yr.

Data below for Tata India Tax Savings Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	34.89%
Industrials	14.23%
Consumer Cyclical	13.29%
Basic Materials	6.89%
Health Care	5.67%
Energy	5.14%
Communication Services	4.84%
Technology	4.77%
Utility	2.82%
Real Estate	1.93%
Consumer Defensive	0.94%

Asset Allocation

Asset Class	Value
Cash	4.59%
Equity	95.41%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 10 \| HDFCBANK	7%	₹304 Cr	3,425,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| ICICIBANK	6%	₹290 Cr	2,100,000
State Bank of India (Financial Services) Equity, Since 30 Nov 18 \| SBIN	5%	₹245 Cr	2,040,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Nov 21 \| 890157	5%	₹226 Cr	1,426,428
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 18 \| RELIANCE	4%	₹188 Cr	1,350,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 16 \| LT	3%	₹151 Cr	352,147
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 30 Nov 22 \| MOTHERSON	3%	₹136 Cr	10,200,000
NTPC Ltd (Utilities) Equity, Since 30 Jun 21 \| NTPC	3%	₹132 Cr	3,451,000
Cummins India Ltd (Industrials) Equity, Since 31 Dec 20 \| CUMMINSIND	2%	₹113 Cr	230,000
Infosys Ltd (Technology) Equity, Since 30 Sep 18 \| INFY	2%	₹106 Cr	816,081 ↓ -75,000

ELSS SIP ক্যালকুলেটর

Know Your SIP Returns

Total investment amount is ₹720,000
expected amount after 5 Years is ₹1,074,189.
Net Profit of ₹354,189 Invest Now

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