+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 To achieve capital appreciation by investing
predominantly in equities and equity-related
instruments. A three-year lock-in period shall
apply in line with the regulation for ELSS
schemes. Research Highlights for Sundaram Diversified Equity Fund Below is the key information for Sundaram Diversified Equity Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Tata India Tax Savings Fund Growth ₹44.8426
↑ 1.00 ₹4,519 4.1 -2.4 1.9 13.8 12.5 4.9 Bandhan Tax Advantage (ELSS) Fund Growth ₹150.121
↑ 2.95 ₹6,835 1.8 -5 -0.5 11.4 11.9 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 ₹160.79
↑ 2.60 ₹1,403 4.1 1.4 0.3 14.8 12.7 -3.5 Kotak Tax Saver Fund Growth ₹111.802
↑ 2.68 ₹6,112 2.2 -4.7 -2.2 11.8 11.7 1.8 Sundaram Diversified Equity Fund Growth ₹206.287
↑ 4.45 ₹1,323 -1.1 -8.8 -5.3 8.7 9.4 7.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Jun 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 Sundaram Diversified Equity Fund Point 1 Upper mid AUM (₹4,519 Cr). Highest AUM (₹6,835 Cr). Bottom quartile AUM (₹1,318 Cr). Lower mid AUM (₹1,403 Cr). Upper mid AUM (₹6,112 Cr). Bottom quartile AUM (₹1,323 Cr). Point 2 Established history (11+ yrs). Established history (17+ yrs). Established history (25+ yrs). Established history (17+ yrs). Established history (20+ yrs). Oldest track record among peers (26 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: 12.52% (upper mid). 5Y return: 11.87% (lower mid). 5Y return: 17.39% (top quartile). 5Y return: 12.70% (upper mid). 5Y return: 11.71% (bottom quartile). 5Y return: 9.45% (bottom quartile). Point 6 3Y return: 13.78% (upper mid). 3Y return: 11.36% (bottom quartile). 3Y return: 20.64% (top quartile). 3Y return: 14.83% (upper mid). 3Y return: 11.83% (lower mid). 3Y return: 8.74% (bottom quartile). Point 7 1Y return: 1.92% (upper mid). 1Y return: -0.47% (lower mid). 1Y return: 35.51% (top quartile). 1Y return: 0.28% (upper mid). 1Y return: -2.23% (bottom quartile). 1Y return: -5.26% (bottom quartile). Point 8 Alpha: 3.49 (upper mid). Alpha: -0.80 (lower mid). Alpha: 1.75 (upper mid). Alpha: 4.27 (top quartile). Alpha: -2.24 (bottom quartile). Alpha: -3.04 (bottom quartile). Point 9 Sharpe: 0.18 (upper mid). Sharpe: -0.07 (lower mid). Sharpe: 2.27 (top quartile). Sharpe: 0.22 (upper mid). Sharpe: -0.13 (bottom quartile). Sharpe: -0.17 (bottom quartile). Point 10 Information ratio: 0.09 (upper mid). Information ratio: -0.34 (lower mid). Information ratio: -0.15 (upper mid). Information ratio: 0.26 (top quartile). Information ratio: -0.46 (bottom quartile). Information ratio: -1.17 (bottom quartile). Tata India Tax Savings Fund
Bandhan Tax Advantage (ELSS) Fund
HDFC Long Term Advantage Fund
BOI AXA Tax Advantage Fund
Kotak Tax Saver Fund
Sundaram Diversified Equity Fund
1. Tata India Tax Savings Fund
Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (12 Jun 26) ₹44.8426 ↑ 1.00 (2.29 %) Net Assets (Cr) ₹4,519 on 30 Apr 26 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.18 Information Ratio 0.09 Alpha Ratio 3.49 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹10,871 31 May 23 ₹12,215 31 May 24 ₹16,051 31 May 25 ₹17,815 31 May 26 ₹18,393 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Jun 26 Duration Returns 1 Month 1.8% 3 Month 4.1% 6 Month -2.4% 1 Year 1.9% 3 Year 13.8% 5 Year 12.5% 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 4.46 Yr. Data below for Tata India Tax Savings Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 34.36% Industrials 15.3% Consumer Cyclical 12.74% Basic Materials 6.26% Health Care 6.07% Communication Services 5.96% Energy 5.56% Technology 4.72% Utility 3.05% Real Estate 2.01% Consumer Defensive 1.25% Asset Allocation
Asset Class Value Cash 1.84% Equity 98.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL6% ₹269 Cr 1,426,428 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK6% ₹259 Cr 2,050,000
↓ -50,000 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK6% ₹259 Cr 3,350,000
↓ -75,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN5% ₹218 Cr 2,040,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹193 Cr 1,350,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹141 Cr 352,147 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 5325553% ₹138 Cr 3,451,000 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 5004803% ₹121 Cr 230,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON3% ₹119 Cr 9,850,000
↓ -350,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 26 | POLICYBZR2% ₹111 Cr 664,850 2. Bandhan Tax Advantage (ELSS) Fund
Bandhan Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (12 Jun 26) ₹150.121 ↑ 2.95 (2.01 %) Net Assets (Cr) ₹6,835 on 30 Apr 26 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio -0.07 Information Ratio -0.34 Alpha Ratio -0.8 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹11,100 31 May 23 ₹12,823 31 May 24 ₹16,847 31 May 25 ₹17,909 31 May 26 ₹17,906 Returns for Bandhan Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Jun 26 Duration Returns 1 Month 0.9% 3 Month 1.8% 6 Month -5% 1 Year -0.5% 3 Year 11.4% 5 Year 11.9% 10 Year 15 Year Since launch 16.8% 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 9.62 Yr. Ritika Behera 7 Oct 23 2.65 Yr. Gaurav Satra 10 Jun 24 1.97 Yr. Data below for Bandhan Tax Advantage (ELSS) Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 33.07% Consumer Cyclical 10% Consumer Defensive 9.68% Technology 9.55% Energy 8.44% Basic Materials 6.54% Health Care 6.51% Industrials 4.3% Utility 2.77% Communication Services 2.38% Real Estate 1.96% Asset Allocation
Asset Class Value Cash 3.81% Equity 96.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK7% ₹486 Cr 6,300,000
↑ 200,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE7% ₹472 Cr 3,300,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK5% ₹341 Cr 2,700,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK5% ₹326 Cr 8,500,000
↑ 600,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS4% ₹272 Cr 1,100,000
↑ 250,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 5322153% ₹231 Cr 1,825,000
↑ 325,000 Sterlite Technologies Ltd (Technology)
Equity, Since 30 Apr 24 | STLTECH3% ₹192 Cr 6,500,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY3% ₹189 Cr 1,600,000
↑ 500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | MARUTI2% ₹166 Cr 125,000
↑ 25,000 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 5322862% ₹165 Cr 1,350,000 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 31 May 21 ₹10,000
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 12 Jun 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 4. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (12 Jun 26) ₹160.79 ↑ 2.60 (1.64 %) Net Assets (Cr) ₹1,403 on 30 Apr 26 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio 0.22 Information Ratio 0.26 Alpha Ratio 4.27 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹10,526 31 May 23 ₹12,217 31 May 24 ₹18,824 31 May 25 ₹18,578 31 May 26 ₹18,770 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Jun 26 Duration Returns 1 Month 0.5% 3 Month 4.1% 6 Month 1.4% 1 Year 0.3% 3 Year 14.8% 5 Year 12.7% 10 Year 15 Year Since launch 17.4% 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 4.1 Yr. Data below for BOI AXA Tax Advantage Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 25.57% Industrials 19.91% Basic Materials 15.58% Consumer Cyclical 9.77% Consumer Defensive 6.46% Utility 5.23% Technology 3.43% Communication Services 3.16% Energy 2.3% Health Care 1.89% Real Estate 0.1% Asset Allocation
Asset Class Value Cash 3.56% Equity 96.32% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN4% ₹62 Cr 584,286
↑ 32,286 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL4% ₹49 Cr 114,000 Quality Power Electrical Equipments Ltd (Industrials)
Equity, Since 31 Jul 25 | QPOWER3% ₹45 Cr 324,293 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL3% ₹44 Cr 235,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK3% ₹42 Cr 335,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹42 Cr 1,041,000 Power Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 26 | 5328103% ₹40 Cr 885,000
↑ 85,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK3% ₹39 Cr 510,000 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Apr 25 | ADANIPORTS3% ₹37 Cr 224,000
↑ 10,000 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 May 24 | 5433493% ₹37 Cr 142,759 5. Kotak Tax Saver Fund
Kotak Tax Saver Fund
Growth Launch Date 23 Nov 05 NAV (12 Jun 26) ₹111.802 ↑ 2.68 (2.46 %) Net Assets (Cr) ₹6,112 on 30 Apr 26 Category Equity - ELSS AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.76 Sharpe Ratio -0.13 Information Ratio -0.46 Alpha Ratio -2.24 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹10,833 31 May 23 ₹12,588 31 May 24 ₹17,504 31 May 25 ₹18,127 31 May 26 ₹17,651 Returns for Kotak Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Jun 26 Duration Returns 1 Month 2.3% 3 Month 2.2% 6 Month -4.7% 1 Year -2.2% 3 Year 11.8% 5 Year 11.7% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 1.8% 2023 21.8% 2022 23.6% 2021 6.9% 2020 33.2% 2019 14.9% 2018 12.7% 2017 -3.8% 2016 33.8% 2015 7.5% Fund Manager information for Kotak Tax Saver Fund
Name Since Tenure Harsha Upadhyaya 25 Aug 15 10.77 Yr. Data below for Kotak Tax Saver Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 32.47% Industrials 11.98% Consumer Cyclical 11.53% Basic Materials 8.48% Technology 6.53% Energy 6.18% Health Care 5.89% Communication Services 5.29% Utility 4.88% Consumer Defensive 4.81% Asset Allocation
Asset Class Value Cash 1.97% Equity 98.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹463 Cr 6,000,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN6% ₹337 Cr 3,150,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK5% ₹291 Cr 2,300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 21 | BHARTIARTL4% ₹229 Cr 1,215,714 NTPC Ltd (Utilities)
Equity, Since 30 Sep 22 | 5325553% ₹200 Cr 5,000,000
↑ 330,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 23 | 5327553% ₹177 Cr 1,200,000
↓ -150,000 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | 5008253% ₹163 Cr 285,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 14 | LT3% ₹161 Cr 400,000
↑ 13,500 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | HEROMOTOCO3% ₹153 Cr 300,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | ETERNAL2% ₹148 Cr 6,000,000 6. Sundaram Diversified Equity Fund
Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (12 Jun 26) ₹206.287 ↑ 4.45 (2.20 %) Net Assets (Cr) ₹1,323 on 30 Apr 26 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.18 Information Ratio -1.17 Alpha Ratio -3.04 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 May 21 ₹10,000 31 May 22 ₹10,963 31 May 23 ₹12,435 31 May 24 ₹15,465 31 May 25 ₹16,863 31 May 26 ₹16,184 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Jun 26 Duration Returns 1 Month 0.6% 3 Month -1.1% 6 Month -8.8% 1 Year -5.3% 3 Year 8.7% 5 Year 9.4% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.1% 2023 12% 2022 23.3% 2021 4% 2020 31.5% 2019 9.9% 2018 6.2% 2017 -10.6% 2016 38.4% 2015 6.8% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure S. Bharath 11 May 26 0.06 Yr. Sandeep Agarwal 11 May 26 0.06 Yr. Siddarth Mohta 11 May 26 0.06 Yr. Shalav Saket 20 Mar 26 0.2 Yr. Data below for Sundaram Diversified Equity Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 25.54% Consumer Cyclical 12.65% Industrials 11.4% Utility 9.71% Energy 9.2% Consumer Defensive 7.53% Basic Materials 7.28% Technology 6.95% Health Care 4.15% Communication Services 3.42% Real Estate 0.5% Asset Allocation
Asset Class Value Cash 1.65% Equity 98.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK7% ₹90 Cr 1,162,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE6% ₹78 Cr 545,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK5% ₹67 Cr 529,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322155% ₹61 Cr 480,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN4% ₹57 Cr 530,000 NTPC Ltd (Utilities)
Equity, Since 31 Oct 24 | 5325554% ₹49 Cr 1,215,766 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY4% ₹47 Cr 400,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹45 Cr 240,000 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Aug 25 | KIRLOSENG3% ₹44 Cr 256,337 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹41 Cr 103,000
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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