+91-22-489139096টি সেরা পারফর্মিং ট্যাক্স সেভিং মিউচুয়াল ফান্ড 2022৷
কোণার চারপাশে ট্যাক্স ঋতু সঙ্গে, বিনিয়োগকারীরা যারা বিনিয়োগইএলএসএস সর্বদা তহবিলের দিকে তাকান যা সেরা পারফর্ম করছেবাজার. যেহেতু, অনেক বিনিয়োগকারী অনেকের মধ্যে একটি তহবিল বেছে নেওয়া কঠিন বলে মনে করেন, আমরা এখানে ELSS বিভাগে কিছু সেরা পারফর্মারদের পরামর্শ দিতে এসেছি।
বিনিয়োগকারীরা এই তহবিলে বিনিয়োগ করতে পারেন এবং প্রতি বছর 1.5 লক্ষ টাকা পর্যন্ত সঞ্চয় করতে পারেন৷ধারা 80C এরআয়কর আইন 1961। ইএলএসএস স্কিমগুলির সর্বনিম্ন 3 বছরের লক-ইন পিরিয়ড থাকে। আমাদের প্রস্তাবিত সেরা পারফর্মিং ট্যাক্স সেভিংযৌথ পুঁজি কিছু গুরুত্বপূর্ণ পরামিতি গ্রহণ করে সাবধানে বাছাই করা হয়েছে যেমন AUM,না, অতীত পারফরম্যান্স, ইত্যাদি
এইভাবে, বিনিয়োগকারীরা সহজেই তাদের ট্যাক্স সঞ্চয়ের পরিকল্পনা করতে পারেবিনিয়োগ এই তহবিল মধ্যে.
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সেরা পারফর্মিং ট্যাক্স সেভিং মিউচুয়াল ফান্ড
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.. Below is the key information for Tata India Tax Savings Fund Returns up to 1 year are on 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 Below is the key information for Bandhan Tax Advantage (ELSS) Fund Returns up to 1 year are on 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 Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on 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 Below is the key information for BOI AXA Tax Advantage Fund Returns up to 1 year are on 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. Research Highlights for Kotak Tax Saver Fund Below is the key information for Kotak Tax Saver Fund Returns up to 1 year are on The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities. Research Highlights for Invesco India Tax Plan Below is the key information for Invesco India Tax Plan Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Tata India Tax Savings Fund Growth ₹43.6598
↓ -0.29 ₹4,427 -5.7 -3.1 -4.5 10.8 9.2 4.9 Bandhan Tax Advantage (ELSS) Fund Growth ₹148.456
↑ 0.48 ₹6,596 -4.9 -2.3 -6.1 8.5 8.8 8 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 BOI AXA Tax Advantage Fund Growth ₹156.2
↓ -1.25 ₹1,366 -3.3 -4.6 -3.9 11.1 9.4 -3.5 Kotak Tax Saver Fund Growth ₹111.495
↓ -0.49 ₹6,071 -4.1 -0.9 -5.5 9.7 9.6 1.8 Invesco India Tax Plan Growth ₹119.4
↓ -0.57 ₹2,598 -4 2.6 -7.3 10.3 7.3 -2.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Oct 26 Research Highlights & Commentary of 6 Funds showcased
Commentary Tata India Tax Savings Fund Bandhan Tax Advantage (ELSS) Fund HDFC Long Term Advantage Fund BOI AXA Tax Advantage Fund Kotak Tax Saver Fund Invesco India Tax Plan Point 1 Upper mid AUM (₹4,427 Cr). Highest AUM (₹6,596 Cr). Bottom quartile AUM (₹1,318 Cr). Bottom quartile AUM (₹1,366 Cr). Upper mid AUM (₹6,071 Cr). Lower mid AUM (₹2,598 Cr). Point 2 Established history (12+ yrs). Established history (17+ yrs). Oldest track record among peers (25 yrs). Established history (17+ yrs). Established history (20+ yrs). Established history (19+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom 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. Point 5 5Y return: 9.23% (lower mid). 5Y return: 8.79% (bottom quartile). 5Y return: 17.39% (top quartile). 5Y return: 9.37% (upper mid). 5Y return: 9.59% (upper mid). 5Y return: 7.28% (bottom quartile). Point 6 3Y return: 10.76% (upper mid). 3Y return: 8.51% (bottom quartile). 3Y return: 20.64% (top quartile). 3Y return: 11.14% (upper mid). 3Y return: 9.68% (bottom quartile). 3Y return: 10.34% (lower mid). Point 7 1Y return: -4.46% (upper mid). 1Y return: -6.13% (bottom quartile). 1Y return: 35.51% (top quartile). 1Y return: -3.88% (upper mid). 1Y return: -5.46% (lower mid). 1Y return: -7.34% (bottom quartile). Point 8 Alpha: 4.83 (top quartile). Alpha: 0.58 (bottom quartile). Alpha: 1.75 (upper mid). Alpha: 3.41 (upper mid). Alpha: 1.21 (lower mid). Alpha: 1.15 (bottom quartile). Point 9 Sharpe: -0.06 (upper mid). Sharpe: -0.30 (bottom quartile). Sharpe: 2.27 (top quartile). Sharpe: -0.11 (upper mid). Sharpe: -0.24 (lower mid). Sharpe: -0.27 (bottom quartile). Point 10 Information ratio: 0.25 (top quartile). Information ratio: -0.66 (bottom quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 0.14 (upper mid). Information ratio: -0.11 (lower mid). Information ratio: 0.21 (upper mid). Tata India Tax Savings Fund
Bandhan Tax Advantage (ELSS) Fund
HDFC Long Term Advantage Fund
BOI AXA Tax Advantage Fund
Kotak Tax Saver Fund
Invesco India Tax Plan
1. Tata India Tax Savings Fund
Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (30 Oct 26) ₹43.6598 ↓ -0.29 (-0.66 %) Net Assets (Cr) ₹4,427 on 30 Sep 26 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.06 Information Ratio 0.25 Alpha Ratio 4.83 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,192 30 Sep 23 ₹12,034 30 Sep 24 ₹16,837 30 Sep 25 ₹15,781 30 Sep 26 ₹16,174 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -2.2% 3 Month -5.7% 6 Month -3.1% 1 Year -4.5% 3 Year 10.8% 5 Year 9.2% 10 Year 15 Year Since launch 13.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.9% 2024 19.5% 2023 24% 2022 5.9% 2021 30.4% 2020 11.9% 2019 13.6% 2018 -8.4% 2017 46% 2016 2.1% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Sailesh Jain 16 Dec 21 4.79 Yr. Data below for Tata India Tax Savings Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 34.96% Industrials 17.33% Consumer Cyclical 13.41% Health Care 6.87% Communication Services 5.66% Basic Materials 5.05% Energy 4.78% Technology 3.01% Real Estate 2.62% Utility 2.52% Consumer Defensive 1.63% Asset Allocation
Asset Class Value Cash 2.15% Equity 97.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL6% ₹251 Cr 1,426,428 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK5% ₹227 Cr 3,210,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK5% ₹217 Cr 1,639,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN4% ₹196 Cr 2,040,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹160 Cr 1,350,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON3% ₹147 Cr 9,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹132 Cr 352,147 Pricol Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | PRICOLLTD3% ₹126 Cr 1,682,941 Motilal Oswal Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 25 | MOTILALOFS3% ₹122 Cr 1,231,123 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 5325553% ₹111 Cr 3,451,000 2. Bandhan Tax Advantage (ELSS) Fund
Bandhan Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (30 Oct 26) ₹148.456 ↑ 0.48 (0.33 %) Net Assets (Cr) ₹6,596 on 30 Sep 26 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio -0.3 Information Ratio -0.66 Alpha Ratio 0.58 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,337 30 Sep 23 ₹12,656 30 Sep 24 ₹16,987 30 Sep 25 ₹15,870 30 Sep 26 ₹15,699 Returns for Bandhan Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -0.1% 3 Month -4.9% 6 Month -2.3% 1 Year -6.1% 3 Year 8.5% 5 Year 8.8% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 8% 2024 13.1% 2023 28.3% 2022 4.2% 2021 49.2% 2020 18.7% 2019 1.9% 2018 -9.4% 2017 53.4% 2016 0.4% Fund Manager information for Bandhan Tax Advantage (ELSS) Fund
Name Since Tenure Daylynn Pinto 20 Oct 16 9.95 Yr. Ritika Behera 7 Oct 23 2.99 Yr. Gaurav Satra 10 Jun 24 2.31 Yr. Data below for Bandhan Tax Advantage (ELSS) Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 36.86% Consumer Defensive 9.95% Technology 8.36% Energy 7.83% Consumer Cyclical 7.52% Health Care 7.13% Basic Materials 6.72% Industrials 4.15% Communication Services 2.66% Real Estate 1.96% Utility 1.88% Asset Allocation
Asset Class Value Cash 4.97% Equity 95.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK8% ₹556 Cr 7,850,000
↑ 250,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK7% ₹438 Cr 10,500,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE6% ₹404 Cr 3,400,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK5% ₹357 Cr 2,700,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS4% ₹256 Cr 1,250,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 5322153% ₹196 Cr 1,600,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY3% ₹189 Cr 1,900,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL3% ₹176 Cr 1,000,000
↑ 50,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | MARUTI3% ₹174 Cr 145,000
↑ 10,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | ITC3% ₹171 Cr 6,500,000
↑ 300,000 3. 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
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 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 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 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 4. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (30 Oct 26) ₹156.2 ↓ -1.25 (-0.79 %) Net Assets (Cr) ₹1,366 on 30 Sep 26 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio -0.12 Information Ratio 0.14 Alpha Ratio 3.41 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,743 30 Sep 23 ₹11,953 30 Sep 24 ₹17,421 30 Sep 25 ₹15,627 30 Sep 26 ₹16,000 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -2.4% 3 Month -3.3% 6 Month -4.6% 1 Year -3.9% 3 Year 11.1% 5 Year 9.4% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.5% 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% Fund Manager information for BOI AXA Tax Advantage Fund
Name Since Tenure Alok Singh 27 Apr 22 4.43 Yr. Data below for BOI AXA Tax Advantage Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 22.44% Financial Services 22.21% Basic Materials 11.44% Consumer Cyclical 8.63% Consumer Defensive 5.08% Utility 4.27% Technology 3.45% Health Care 3.4% Communication Services 3.21% Energy 1.95% Real Estate 0.12% Asset Allocation
Asset Class Value Cash 11.85% Equity 88.02% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN5% ₹69 Cr 715,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹58 Cr 440,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL4% ₹51 Cr 110,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL3% ₹44 Cr 250,000 Quality Power Electrical Equipments Ltd (Industrials)
Equity, Since 31 Jul 25 | QPOWER3% ₹43 Cr 272,000
↓ -52,293 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Apr 25 | ADANIPORTS3% ₹40 Cr 224,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | UNOMINDA3% ₹39 Cr 330,439 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 30 Apr 22 | BALRAMCHIN3% ₹38 Cr 579,622 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Oct 24 | DRREDDY3% ₹38 Cr 311,000 LG Electronics India Ltd (Technology)
Equity, Since 31 Dec 25 | LGEINDIA3% ₹37 Cr 217,000 5. Kotak Tax Saver Fund
Kotak Tax Saver Fund
Growth Launch Date 23 Nov 05 NAV (30 Oct 26) ₹111.495 ↓ -0.49 (-0.44 %) Net Assets (Cr) ₹6,071 on 30 Sep 26 Category Equity - ELSS AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.76 Sharpe Ratio -0.25 Information Ratio -0.11 Alpha Ratio 1.21 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,331 30 Sep 23 ₹12,400 30 Sep 24 ₹17,390 30 Sep 25 ₹16,151 30 Sep 26 ₹16,075 Returns for Kotak Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -0.8% 3 Month -4.1% 6 Month -0.9% 1 Year -5.5% 3 Year 9.7% 5 Year 9.6% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 1.8% 2024 21.8% 2023 23.6% 2022 6.9% 2021 33.2% 2020 14.9% 2019 12.7% 2018 -3.8% 2017 33.8% 2016 7.5% Fund Manager information for Kotak Tax Saver Fund
Name Since Tenure Harsha Upadhyaya 25 Aug 15 11.11 Yr. Data below for Kotak Tax Saver Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 30.83% Industrials 13.71% Consumer Cyclical 13.52% Health Care 10.95% Basic Materials 8.17% Technology 7.16% Communication Services 4.33% Energy 3.77% Consumer Defensive 3.29% Utility 2.76% Asset Allocation
Asset Class Value Cash 1.51% Equity 98.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK7% ₹425 Cr 6,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK5% ₹304 Cr 2,300,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN5% ₹302 Cr 3,150,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 21 | BHARTIARTL3% ₹211 Cr 1,200,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | ETERNAL3% ₹192 Cr 6,000,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 23 | 5327553% ₹183 Cr 1,200,000 NTPC Ltd (Utilities)
Equity, Since 30 Sep 22 | 5325553% ₹168 Cr 5,200,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 May 25 | DIVISLAB3% ₹163 Cr 175,000 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | HEROMOTOCO3% ₹157 Cr 300,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 May 26 | DIXON3% ₹157 Cr 120,000
↑ 30,000 6. Invesco India Tax Plan
Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (30 Oct 26) ₹119.4 ↓ -0.57 (-0.48 %) Net Assets (Cr) ₹2,598 on 30 Sep 26 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.27 Information Ratio 0.21 Alpha Ratio 1.15 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,229 30 Sep 23 ₹10,953 30 Sep 24 ₹15,900 30 Sep 25 ₹14,948 30 Sep 26 ₹14,686 Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -1.8% 3 Month -4% 6 Month 2.6% 1 Year -7.3% 3 Year 10.3% 5 Year 7.3% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 -2.8% 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% Fund Manager information for Invesco India Tax Plan
Name Since Tenure Deepesh Kashyap 1 Jul 25 1.25 Yr. Data below for Invesco India Tax Plan as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 29% Consumer Cyclical 19.74% Industrials 14.94% Health Care 10.45% Technology 6.76% Real Estate 6.23% Basic Materials 5.58% Consumer Defensive 2.96% Communication Services 1.78% Energy 0.87% Asset Allocation
Asset Class Value Cash 1.68% Equity 98.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK5% ₹131 Cr 1,850,471
↑ 169,774 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK4% ₹92 Cr 697,836 Jyoti CNC Automation Ltd (Industrials)
Equity, Since 30 Jun 24 | JYOTICNC3% ₹65 Cr 626,452
↓ -56,018 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | DIVISLAB2% ₹57 Cr 61,507 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5322152% ₹55 Cr 447,024 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL2% ₹53 Cr 1,665,262 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 25 | INDIGO2% ₹53 Cr 105,638 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | KOTAKBANK2% ₹51 Cr 1,222,115
↑ 132,265 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 25 | MCX2% ₹50 Cr 151,060 Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Sep 24 | BECTORFOOD2% ₹49 Cr 2,362,900
ইক্যুইটি লিঙ্কড সেভিং স্কিমে ট্যাক্স সেভিংস
ELSS-এর সাথে এবং ছাড়া কর সঞ্চয় তুলনা করে কর সুবিধাগুলি পরীক্ষা করা যাক:
| বিশেষ | কর পরিকল্পনা (ইএলএসএস) | কোনো ট্যাক্স প্ল্যানিং নেই |
|---|---|---|
| সর্ব মোটআয় | ৮,০০,০০০ | ৮,০০,০০০ |
| কর থেকে অব্যাহতি | 1,50,000 | শূন্য |
| মোটকরযোগ্য আয় | 6,50,000 | ৮,০০,০০০ |
| ট্যাক্স দিতে হবে | 32,500 | ৬২,৫০০ |
| সংরক্ষিত পরিমাণ | 30,000 | শূন্য |
সুতরাং, ELSS-এ বিনিয়োগের মাধ্যমে মোট সংরক্ষিত পরিমাণ হল INR 30,000৷
ট্যাক্স সেভিং মিউচুয়াল ফান্ডে বিনিয়োগের সুবিধা
ট্যাক্স সুবিধার পাশাপাশি, ELSS আপনাকে নিম্নলিখিত সুবিধাগুলিও অফার করে:
ইক্যুইটি রিটার্ন
যেহেতু ELSS হল ইক্যুইটি এবং ট্যাক্স সাশ্রয়ের সংমিশ্রণ, আপনি যে অর্থ বিনিয়োগ করেন তা শেয়ার বাজারের বৃদ্ধির সাথে সাথে বৃদ্ধি পায়। সুতরাং, বিনিয়োগকারীরাও ইক্যুইটি বাজার থেকে আয় করতে পারেন। তাই, ELSS দীর্ঘমেয়াদী সম্পদ সৃষ্টির একটি উপায়ও বটে।
SIP সুবিধা
একমুঠো অর্থ বিনিয়োগ করার পরিবর্তে, বিনিয়োগকারীরা মাসিক বিনিয়োগের মাধ্যমে একটি সহজ পথ বেছে নিতে পারেনচুমুক. একটি SIP-এর মাধ্যমে, কেউ INR 500-এর মতো কম বিনিয়োগ করতে পারে, এটি বিনিয়োগকারীদের জন্য সবচেয়ে সাশ্রয়ী কর-পরিকল্পনা এবং বিনিয়োগের পথ তৈরি করে৷
সংক্ষিপ্ত লক-ইন সময়কাল
ELSS-এর লক-ইন পিরিয়ড 3 বছরের, যা অন্য সব ট্যাক্স-সেভিং ইন্সট্রুমেন্টের মধ্যে সবচেয়ে কম লক-ইন পিরিয়ড।
অনলাইনে ইএলএসএস ফান্ডে কীভাবে বিনিয়োগ করবেন?
Fincash.com এ আজীবনের জন্য বিনামূল্যে বিনিয়োগ অ্যাকাউন্ট খুলুন।
আপনার রেজিস্ট্রেশন এবং KYC প্রক্রিয়া সম্পূর্ণ করুন
নথি আপলোড করুন (প্যান, আধার, ইত্যাদি)।এবং, আপনি বিনিয়োগ করতে প্রস্তুত!
এখানে প্রদত্ত তথ্য সঠিক কিনা তা নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। যাইহোক, তথ্যের সঠিকতা সম্পর্কে কোন গ্যারান্টি দেওয়া হয় না। কোনো বিনিয়োগ করার আগে স্কিমের তথ্য নথির সাথে যাচাই করুন।
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