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8 সেরা ELSS ট্যাক্স সেভিং মিউচুয়াল ফান্ড 2022 | fincash.com

ফিনক্যাশ »যৌথ পুঁজি »সেরা ELSS ট্যাক্স সেভিং মিউচুয়াল ফান্ড

8 সেরা ELSS ট্যাক্স সেভিং মিউচুয়াল ফান্ড 2022

Updated on November 29, 2024 , 64400 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।

ELSS

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

FundNAVNet Assets (Cr)Rating3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
BOI AXA Tax Advantage Fund Growth ₹170.02
↑ 1.10
₹1,436-35.532.51925.634.8
Motilal Oswal Long Term Equity Fund Growth ₹54.4157
↑ 0.87
₹4,074Not Rated3.620.653.726.523.637
JM Tax Gain Fund Growth ₹49.5482
↑ 0.40
₹181-4.211.736.919.922.330.9
IDFC Tax Advantage (ELSS) Fund Growth ₹149.925
↑ 0.56
₹6,900-5.46.221.317.12228.3
Canara Robeco Equity Tax Saver Growth ₹174.58
↑ 1.04
₹8,791-2.610.527.214.521.123.7
Franklin India Taxshield Growth ₹1,478.22
↑ 9.77
₹6,833-1.911.832.319.620.931.2
Kotak Tax Saver Fund Growth ₹116.773
↑ 0.56
₹6,148-1.96.329.617.720.323.6
L&T Tax Advantage Fund Growth ₹135.411
↑ 0.78
₹4,253-0.21341.520.219.628.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Dec 24

*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. 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 19.7% since its launch.  Ranked 13 in ELSS category.  Return for 2023 was 34.8% , 2022 was -1.3% and 2021 was 41.5% .

Below is the key information for BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund
Growth
Launch Date 25 Feb 09
NAV (02 Dec 24) ₹170.02 ↑ 1.10   (0.65 %)
Net Assets (Cr) ₹1,436 on 31 Oct 24
Category Equity - ELSS
AMC BOI AXA Investment Mngrs Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio 2.34
Information Ratio 0.53
Alpha Ratio 9.3
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹12,546
30 Nov 21₹18,192
30 Nov 22₹19,034
30 Nov 23₹23,238
30 Nov 24₹31,012

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 2 Dec 24

DurationReturns
1 Month 1.1%
3 Month -3%
6 Month 5.5%
1 Year 32.5%
3 Year 19%
5 Year 25.6%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 44%
Fund Manager information for BOI AXA Tax Advantage Fund
NameSinceTenure
Alok Singh27 Apr 222.52 Yr.

Data below for BOI AXA Tax Advantage Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services26.27%
Industrials16.29%
Basic Materials15.38%
Technology10.7%
Consumer Cyclical5.46%
Utility4.64%
Energy3.81%
Consumer Defensive3.78%
Health Care3.53%
Real Estate1.52%
Communication Services0.99%
Asset Allocation
Asset ClassValue
Cash7.63%
Equity92.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
5%₹76 Cr440,000
↑ 20,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN
4%₹62 Cr752,000
Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 500295
4%₹56 Cr1,211,000
Prudent Corporate Advisory Services Ltd (Financial Services)
Equity, Since 31 Oct 23 | 543527
3%₹40 Cr130,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
3%₹39 Cr955,000
Ami Organics Ltd (Basic Materials)
Equity, Since 31 May 24 | 543349
2%₹34 Cr172,000
General Insurance Corp of India (Financial Services)
Equity, Since 29 Feb 24 | GICRE
2%₹31 Cr850,696
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
2%₹30 Cr228,000
Siemens Ltd (Industrials)
Equity, Since 30 Jun 22 | 500550
2%₹29 Cr41,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL
2%₹28 Cr67,000

2. 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 18.6% since its launch.  Return for 2023 was 37% , 2022 was 1.8% and 2021 was 32.1% .

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 (02 Dec 24) ₹54.4157 ↑ 0.87   (1.63 %)
Net Assets (Cr) ₹4,074 on 31 Oct 24
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 0.74
Sharpe Ratio 3.58
Information Ratio 1.56
Alpha Ratio 22.87
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,204
30 Nov 21₹14,302
30 Nov 22₹15,086
30 Nov 23₹19,044
30 Nov 24₹28,882

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 ₹543,623.
Net Profit of ₹243,623
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 2 Dec 24

DurationReturns
1 Month 1.8%
3 Month 3.6%
6 Month 20.6%
1 Year 53.7%
3 Year 26.5%
5 Year 23.6%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37%
2022 1.8%
2021 32.1%
2020 8.8%
2019 13.2%
2018 -8.7%
2017 44%
2016 12.5%
2015
2014
Fund Manager information for Motilal Oswal Long Term Equity Fund
NameSinceTenure
Ajay Khandelwal11 Dec 230.89 Yr.
Niket Shah17 Oct 231.04 Yr.
Santosh Singh1 Oct 240.08 Yr.
Rakesh Shetty22 Nov 221.94 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Industrials32.36%
Consumer Cyclical25.26%
Financial Services17.45%
Technology7.49%
Real Estate6.96%
Health Care5.64%
Basic Materials4.32%
Asset Allocation
Asset ClassValue
Cash0.53%
Equity99.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 500251
7%₹303 Cr425,260
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
6%₹259 Cr10,702,790
↓ -1,075,547
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | KALYANKJIL
5%₹217 Cr3,296,932
Inox Wind Ltd (Industrials)
Equity, Since 31 Dec 23 | INOXWIND
4%₹178 Cr7,946,960
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM
4%₹176 Cr408,886
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE
4%₹173 Cr1,055,205
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES
4%₹162 Cr297,751
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON
4%₹161 Cr24,068,813
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX
4%₹153 Cr235,083
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS
4%₹149 Cr148,305

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 10.1% since its launch.  Ranked 18 in ELSS category.  Return for 2023 was 30.9% , 2022 was 0.5% and 2021 was 32.2% .

Below is the key information for JM Tax Gain Fund

JM Tax Gain Fund
Growth
Launch Date 31 Mar 08
NAV (02 Dec 24) ₹49.5482 ↑ 0.40   (0.81 %)
Net Assets (Cr) ₹181 on 31 Oct 24
Category Equity - ELSS
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 2.41
Information Ratio 0.63
Alpha Ratio 10.75
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,228
30 Nov 21₹15,527
30 Nov 22₹16,296
30 Nov 23₹19,731
30 Nov 24₹27,051

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 ₹530,691.
Net Profit of ₹230,691
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 2 Dec 24

DurationReturns
1 Month 0%
3 Month -4.2%
6 Month 11.7%
1 Year 36.9%
3 Year 19.9%
5 Year 22.3%
10 Year
15 Year
Since launch 10.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 54.9%
Fund Manager information for JM Tax Gain Fund
NameSinceTenure
Satish Ramanathan1 Oct 240.08 Yr.
Asit Bhandarkar31 Dec 212.84 Yr.
Chaitanya Choksi18 Jul 1410.3 Yr.
Ruchi Fozdar4 Oct 240.08 Yr.

Data below for JM Tax Gain Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services19.39%
Industrials18.36%
Consumer Cyclical13.99%
Technology13%
Basic Materials12.7%
Consumer Defensive7.86%
Health Care7.16%
Communication Services3.14%
Utility1.8%
Real Estate1.11%
Asset Allocation
Asset ClassValue
Cash0.24%
Equity99.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK
5%₹10 Cr55,131
↓ -3,000
Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | INFY
5%₹9 Cr49,465
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK
4%₹7 Cr55,975
↑ 5,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
3%₹6 Cr16,750
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹5 Cr62,900
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
3%₹5 Cr30,700
↑ 7,500
Newgen Software Technologies Ltd (Technology)
Equity, Since 30 Nov 23 | NEWGEN
2%₹4 Cr31,750
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 532977
2%₹4 Cr4,050
↑ 1,850
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | SBILIFE
2%₹4 Cr23,000
↑ 3,500
Hindalco Industries Ltd (Basic Materials)
Equity, Since 30 Apr 24 | HINDALCO
2%₹4 Cr54,000

4. IDFC 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.

IDFC Tax Advantage (ELSS) Fund is a Equity - ELSS fund was launched on 26 Dec 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.5% since its launch.  Ranked 3 in ELSS category.  Return for 2023 was 28.3% , 2022 was 4.2% and 2021 was 49.2% .

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

IDFC Tax Advantage (ELSS) Fund
Growth
Launch Date 26 Dec 08
NAV (02 Dec 24) ₹149.925 ↑ 0.56   (0.38 %)
Net Assets (Cr) ₹6,900 on 31 Oct 24
Category Equity - ELSS
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 1.63
Information Ratio -0.02
Alpha Ratio -2.48
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,002
30 Nov 21₹16,852
30 Nov 22₹18,885
30 Nov 23₹22,323
30 Nov 24₹27,068

IDFC Tax Advantage (ELSS) 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 IDFC 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 2 Dec 24

DurationReturns
1 Month -0.5%
3 Month -5.4%
6 Month 6.2%
1 Year 21.3%
3 Year 17.1%
5 Year 22%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.3%
2022 4.2%
2021 49.2%
2020 18.7%
2019 1.9%
2018 -9.4%
2017 53.4%
2016 0.4%
2015 6.9%
2014 42.2%
Fund Manager information for IDFC Tax Advantage (ELSS) Fund
NameSinceTenure
Daylynn Pinto20 Oct 168.04 Yr.
Ritika Behera7 Oct 231.07 Yr.
Gaurav Satra10 Jun 240.39 Yr.

Data below for IDFC Tax Advantage (ELSS) Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services26.5%
Consumer Cyclical11.23%
Technology10.34%
Industrials9.24%
Consumer Defensive8.93%
Basic Materials8.9%
Health Care8.77%
Energy5.02%
Communication Services3.33%
Utility2.99%
Real Estate1.6%
Asset Allocation
Asset ClassValue
Cash3.17%
Equity96.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
6%₹433 Cr2,500,000
↑ 50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK
5%₹382 Cr3,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
5%₹369 Cr1,250,000
↑ 75,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 532215
4%₹308 Cr2,500,000
↑ 200,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY
4%₹263 Cr1,400,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
3%₹188 Cr1,100,000
↓ -100,000
NTPC Ltd (Utilities)
Equity, Since 30 Sep 22 | 532555
2%₹177 Cr4,000,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 532286
2%₹156 Cr1,500,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Aug 17 | 500093
2%₹156 Cr2,050,000
↓ -50,000
Cipla Ltd (Healthcare)
Equity, Since 30 Sep 20 | 500087
2%₹141 Cr850,000
↓ -50,000

5. Canara Robeco Equity Tax Saver

(ELSS Scheme) Seeking to provide long term capital appreciation by predominantly investing in equities and to facilitate the subscribers to seek tax benefits as provided under Section 80 C of the Income Tax Act, 1961. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Equity Tax Saver is a Equity - ELSS fund was launched on 2 Feb 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.8% since its launch.  Ranked 36 in ELSS category.  Return for 2023 was 23.7% , 2022 was -0.2% and 2021 was 35.1% .

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver
Growth
Launch Date 2 Feb 09
NAV (02 Dec 24) ₹174.58 ↑ 1.04   (0.60 %)
Net Assets (Cr) ₹8,791 on 31 Oct 24
Category Equity - ELSS
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 2.17
Information Ratio -0.55
Alpha Ratio 3.98
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,926
30 Nov 21₹16,888
30 Nov 22₹17,976
30 Nov 23₹20,190
30 Nov 24₹25,729

Canara Robeco Equity Tax Saver 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 Canara Robeco Equity Tax Saver

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Dec 24

DurationReturns
1 Month 0.6%
3 Month -2.6%
6 Month 10.5%
1 Year 27.2%
3 Year 14.5%
5 Year 21.1%
10 Year
15 Year
Since launch 19.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.7%
2022 -0.2%
2021 35.1%
2020 27.4%
2019 10.7%
2018 2.7%
2017 32%
2016 0%
2015 0.6%
2014 45.2%
Fund Manager information for Canara Robeco Equity Tax Saver
NameSinceTenure
Vishal Mishra26 Jun 213.35 Yr.
Shridatta Bhandwaldar1 Oct 195.09 Yr.

Data below for Canara Robeco Equity Tax Saver as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services27.3%
Consumer Cyclical14.45%
Industrials10.64%
Technology9.09%
Basic Materials6.63%
Health Care6.53%
Consumer Defensive6.47%
Energy5.56%
Communication Services3.89%
Utility3.62%
Real Estate1.3%
Asset Allocation
Asset ClassValue
Cash4.53%
Equity95.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹588 Cr3,387,584
↑ 250,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹559 Cr4,326,000
↑ 200,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY
4%₹371 Cr2,111,310
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
4%₹315 Cr2,362,000
↓ -500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL
3%₹289 Cr1,790,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹232 Cr639,369
↓ -50,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
3%₹231 Cr5,650,988
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
2%₹205 Cr2,495,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
2%₹177 Cr1,528,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 20 | TCS
2%₹165 Cr415,073

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

Franklin India Taxshield is a Equity - ELSS fund was launched on 10 Apr 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.5% since its launch.  Ranked 28 in ELSS category.  Return for 2023 was 31.2% , 2022 was 5.4% and 2021 was 36.7% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (02 Dec 24) ₹1,478.22 ↑ 9.77   (0.67 %)
Net Assets (Cr) ₹6,833 on 31 Oct 24
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio 2.24
Information Ratio 0.89
Alpha Ratio 4.48
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,421
30 Nov 21₹14,790
30 Nov 22₹16,419
30 Nov 23₹19,355
30 Nov 24₹25,622

Franklin India Taxshield 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 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 2 Dec 24

DurationReturns
1 Month 1.7%
3 Month -1.9%
6 Month 11.8%
1 Year 32.3%
3 Year 19.6%
5 Year 20.9%
10 Year
15 Year
Since launch 21.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.2%
2022 5.4%
2021 36.7%
2020 9.8%
2019 5.1%
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
2014 56.9%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 168.51 Yr.
Rajasa Kakulavarapu1 Dec 230.92 Yr.

Data below for Franklin India Taxshield as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services27.04%
Consumer Cyclical13.61%
Industrials12.88%
Technology10.08%
Consumer Defensive6.59%
Communication Services6%
Basic Materials5.53%
Health Care5.51%
Utility4.29%
Energy4.04%
Real Estate0.73%
Asset Allocation
Asset ClassValue
Cash2.94%
Equity97.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
8%₹579 Cr4,546,914
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
8%₹565 Cr3,260,417
↑ 215,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
6%₹403 Cr2,356,802
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹361 Cr1,922,741
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
4%₹325 Cr883,853
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹278 Cr2,252,948
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
4%₹263 Cr1,462,587
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR
4%₹262 Cr1,650,000
NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | 532555
3%₹225 Cr5,086,849
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 543320
3%₹205 Cr7,500,000

7. Kotak Tax Saver Fund

The investment objective of the scheme is to generate longterm capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time.

Kotak Tax Saver Fund is a Equity - ELSS fund was launched on 23 Nov 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Ranked 19 in ELSS category.  Return for 2023 was 23.6% , 2022 was 6.9% and 2021 was 33.2% .

Below is the key information for Kotak Tax Saver Fund

Kotak Tax Saver Fund
Growth
Launch Date 23 Nov 05
NAV (02 Dec 24) ₹116.773 ↑ 0.56   (0.49 %)
Net Assets (Cr) ₹6,148 on 31 Oct 24
Category Equity - ELSS
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.81
Sharpe Ratio 2.12
Information Ratio 0.45
Alpha Ratio 4.83
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,969
30 Nov 21₹15,225
30 Nov 22₹16,831
30 Nov 23₹19,329
30 Nov 24₹25,105

Kotak Tax Saver Fund 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 Kotak Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Dec 24

DurationReturns
1 Month 1.2%
3 Month -1.9%
6 Month 6.3%
1 Year 29.6%
3 Year 17.7%
5 Year 20.3%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.6%
2022 6.9%
2021 33.2%
2020 14.9%
2019 12.7%
2018 -3.8%
2017 33.8%
2016 7.5%
2015 1.5%
2014 56.6%
Fund Manager information for Kotak Tax Saver Fund
NameSinceTenure
Harsha Upadhyaya25 Aug 159.19 Yr.

Data below for Kotak Tax Saver Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services24.67%
Industrials14.14%
Basic Materials11.94%
Technology11.44%
Consumer Cyclical8.39%
Utility8.19%
Energy6.86%
Consumer Defensive5.21%
Health Care4.31%
Communication Services3.45%
Asset Allocation
Asset ClassValue
Cash1.4%
Equity98.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹520 Cr3,000,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 05 | INFY
5%₹338 Cr1,800,000
↑ 550,000
ICICI Securities Ltd (Financial Services)
Equity, Since 29 Feb 24 | ISEC
3%₹222 Cr2,545,156
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | 532215
3%₹222 Cr1,800,000
NTPC Ltd (Utilities)
Equity, Since 30 Sep 22 | 532555
3%₹222 Cr5,000,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
3%₹213 Cr2,700,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 14 | LT
3%₹202 Cr550,000
Bosch Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | 500530
3%₹196 Cr52,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 23 | 532755
3%₹189 Cr1,200,000
Linde India Ltd (Basic Materials)
Equity, Since 31 Oct 16 | 523457
3%₹170 Cr200,000

8. 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 14.9% since its launch.  Ranked 7 in ELSS category.  Return for 2023 was 28.4% , 2022 was -3% and 2021 was 30.3% .

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

L&T Tax Advantage Fund
Growth
Launch Date 27 Feb 06
NAV (02 Dec 24) ₹135.411 ↑ 0.78   (0.58 %)
Net Assets (Cr) ₹4,253 on 31 Oct 24
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.72
Information Ratio 0.6
Alpha Ratio 11.67
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,772
30 Nov 21₹14,216
30 Nov 22₹14,865
30 Nov 23₹17,393
30 Nov 24₹24,422

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 ₹493,520.
Net Profit of ₹193,520
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 2 Dec 24

DurationReturns
1 Month 2.3%
3 Month -0.2%
6 Month 13%
1 Year 41.5%
3 Year 20.2%
5 Year 19.6%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 44.8%
Fund Manager information for L&T Tax Advantage Fund
NameSinceTenure
Gautam Bhupal26 Nov 221.93 Yr.
Sonal Gupta21 Jul 213.28 Yr.
Abhishek Gupta1 Mar 240.67 Yr.

Data below for L&T Tax Advantage Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services23.1%
Industrials20.71%
Consumer Cyclical17.12%
Technology10.45%
Basic Materials6.44%
Health Care5.38%
Energy4.3%
Utility3.83%
Consumer Defensive3.66%
Real Estate2.84%
Communication Services1.78%
Asset Allocation
Asset ClassValue
Cash0.39%
Equity99.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
4%₹201 Cr1,162,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
3%₹147 Cr1,155,500
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
3%₹141 Cr475,906
↓ -61,694
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹132 Cr703,100
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 500251
3%₹120 Cr158,100
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
2%₹111 Cr301,450
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT
2%₹101 Cr184,700
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
2%₹95 Cr3,493,588
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹92 Cr258,300
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
2%₹84 Cr518,700

ELSS SIP ক্যালকুলেটর

Know Your SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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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