+91-22-489139094 সেরা ট্যাক্স সেভিং ELSS মিউচুয়াল ফান্ড FY 22 - 23
ইএলএসএস (ইক্যুইটি লিঙ্কড সেভিং স্কিম) হল সেরা ট্যাক্স-সঞ্চয় বিকল্পগুলির মধ্যে একটি যা আপনাকে প্রচুর অর্থ সঞ্চয় করতে সহায়তা করেআয়কর উপার্জনের সাথে সাথেমূলধন বিনিয়োগের উপর প্রশংসা।
ট্যাক্স সেভিং ELSS ফান্ডগুলি INR 1,50 পর্যন্ত কর ছাড়ের অনুমতি দেয়,000 অধীনধারা 80C এরআয় কর আইন। অতএব, দ্বারাবিনিয়োগ এই ট্যাক্স সংরক্ষণযৌথ পুঁজি, এমনকি 30% এর সর্বোচ্চ ট্যাক্স ব্র্যাকেটের বিনিয়োগকারীরাও ভাল রিটার্ন উপার্জনের সাথে একটি নির্দিষ্ট আর্থিক বছরের জন্য প্রায় INR 46,000 এর কর ছাড় পেতে পারেন।
ELSS হয়বাজার-সংযুক্ত বিনিয়োগ, আপনাকে এই তহবিলে বিজ্ঞতার সাথে বিনিয়োগ করার পরামর্শ দেওয়া হচ্ছে যাতে দীর্ঘমেয়াদী ক্ষতি এবং ঝুঁকি এড়ানো যায়।
ELSS ফান্ডে বিনিয়োগের সুবিধা FY 22 - 23
- ELSS মিউচুয়াল ফান্ডগুলি INR 1,50,000 পর্যন্ত কর ছাড় দেয়৷
- রিটার্ন অন্যদের দ্বারা দেওয়া রিটার্নের তুলনায় অনেক বেশিট্যাক্স সেভিং ইনভেস্টমেন্ট বিকল্প
- ELSS-এর লক-ইন সময়কাল 3 বছরের সবচেয়ে কম, যা অন্যান্য কর সাশ্রয়ী বিনিয়োগের তুলনায় তুলনামূলকভাবে অনেক কম।
- ELSS তহবিলগুলির মাধ্যমে বিনিয়োগ করার একটি বিকল্প অফার করেচুমুক, যাতে বিনিয়োগকারীরা মাসিক অল্প পরিমাণে বিনিয়োগ করে সহজেই তাদের ELSS বিনিয়োগ পরিচালনা করতে পারে।
উপরে উল্লিখিত সমস্ত কারণ ELSS কে সেরা কর সংরক্ষণ বিকল্পগুলির মধ্যে একটি করে তোলে।
আপনি যদি বিনিয়োগ করার পরিকল্পনা করছেন, তাহলে SIP (সিস্টেমেটিকবিনিয়োগ পরিকল্পনা) এর মধ্যে একটিঅর্থ বিনিয়োগ করার সেরা উপায় ইএলএসএস-এ। নিয়মিত বিনিয়োগের অভ্যাস আপনার পোর্টফোলিওকে সুশৃঙ্খল এবং ভারসাম্যপূর্ণ রাখে। এছাড়াও, ট্যাক্স ক্যালেন্ডারের শেষ মুহূর্তে একমুঠো অর্থের ব্যবস্থা করার ঝামেলা দূর হয়। এসআইপি-তে, আপনি বিনিয়োগের পরিমাণ ঠিক করতে পারেন, যা কম হতে পারে Rs. 500, এবং একটি তারিখ যেখানে আপনার টাকা আপনার থেকে স্বয়ংক্রিয়ভাবে কাটা হবেব্যাংক ELSS ফান্ডে অ্যাকাউন্ট।
Talk to our investment specialist
কীভাবে অনলাইনে ইএলএসএস ফান্ডে 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!
শীর্ষ 4 সেরা পারফর্মিং ট্যাক্স সেভিং ELSS মিউচুয়াল ফান্ড
To generate long-term capital appreciation through investments made primarily in equity and equity related securities of companies. Below is the key information for ICICI Prudential Long Term Equity Fund (Tax Saving) Returns up to 1 year are on (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. Research Highlights for Canara Robeco Equity Tax Saver Below is the key information for Canara Robeco Equity Tax Saver 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 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 Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Since launch (%) ICICI Prudential Long Term Equity Fund (Tax Saving) Growth ₹902.7
↓ -5.68 ₹14,353 -5.2 -5 6.6 15.2 13.7 9.9 18.4 Canara Robeco Equity Tax Saver Growth ₹169.76
↓ -1.17 ₹8,800 -4.1 -4.1 8.2 13.8 12.9 5.3 17.9 BOI AXA Tax Advantage Fund Growth ₹158.09
↓ -0.08 ₹1,384 0.7 -0.4 10.5 16.6 15.1 -3.5 17.5 Bandhan Tax Advantage (ELSS) Fund Growth ₹147.539
↓ -0.95 ₹7,056 -5.1 -3.7 7.6 13.7 14.5 8 16.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Apr 26 Research Highlights & Commentary of 4 Funds showcased
Commentary ICICI Prudential Long Term Equity Fund (Tax Saving) Canara Robeco Equity Tax Saver BOI AXA Tax Advantage Fund Bandhan Tax Advantage (ELSS) Fund Point 1 Highest AUM (₹14,353 Cr). Upper mid AUM (₹8,800 Cr). Bottom quartile AUM (₹1,384 Cr). Lower mid AUM (₹7,056 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (17+ yrs). Established history (17+ yrs). Established history (17+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.74% (lower mid). 5Y return: 12.93% (bottom quartile). 5Y return: 15.11% (top quartile). 5Y return: 14.48% (upper mid). Point 6 3Y return: 15.23% (upper mid). 3Y return: 13.76% (lower mid). 3Y return: 16.56% (top quartile). 3Y return: 13.71% (bottom quartile). Point 7 1Y return: 6.55% (bottom quartile). 1Y return: 8.20% (upper mid). 1Y return: 10.53% (top quartile). 1Y return: 7.56% (lower mid). Point 8 Alpha: 0.75 (upper mid). Alpha: 0.96 (top quartile). Alpha: 0.34 (lower mid). Alpha: -0.03 (bottom quartile). Point 9 Sharpe: 1.06 (upper mid). Sharpe: 1.08 (top quartile). Sharpe: 0.92 (bottom quartile). Sharpe: 0.99 (lower mid). Point 10 Information ratio: -0.17 (upper mid). Information ratio: -0.68 (bottom quartile). Information ratio: 0.10 (top quartile). Information ratio: -0.45 (lower mid). ICICI Prudential Long Term Equity Fund (Tax Saving)
Canara Robeco Equity Tax Saver
BOI AXA Tax Advantage Fund
Bandhan Tax Advantage (ELSS) Fund
100 কোটি লঞ্চ / সূচনা থেকে বার্ষিক রিটার্ন অনুসারে সাজানো।1. ICICI Prudential Long Term Equity Fund (Tax Saving)
ICICI Prudential Long Term Equity Fund (Tax Saving)
Growth Launch Date 19 Aug 99 NAV (13 Apr 26) ₹902.7 ↓ -5.68 (-0.63 %) Net Assets (Cr) ₹14,353 on 28 Feb 26 Category Equity - ELSS AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 1.06 Information Ratio -0.17 Alpha Ratio 0.75 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,333 31 Mar 23 ₹11,998 31 Mar 24 ₹16,529 31 Mar 25 ₹17,932 31 Mar 26 ₹17,446 Returns for ICICI Prudential Long Term Equity Fund (Tax Saving)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 26 Duration Returns 1 Month 4% 3 Month -5.2% 6 Month -5% 1 Year 6.6% 3 Year 15.2% 5 Year 13.7% Since launch 18.4% 10 Year 15 Year Historical performance (Yearly) on absolute basis
Year Returns 2024 9.9% 2023 16.4% 2022 23.2% 2021 2.3% 2020 33.7% 2019 13.6% 2018 8.8% 2017 0.5% 2016 26% 2015 3.9% Fund Manager information for ICICI Prudential Long Term Equity Fund (Tax Saving)
Name Since Tenure Mittul Kalawadia 18 Sep 23 2.54 Yr. Priyanka Khandelwal 2 Mar 26 0.08 Yr. Sharmila D'Silva 31 Jul 22 3.67 Yr. Data below for ICICI Prudential Long Term Equity Fund (Tax Saving) as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 27.76% Consumer Cyclical 16.97% Health Care 11.04% Industrials 8.36% Energy 7.06% Consumer Defensive 6.44% Utility 4.73% Technology 4.46% Basic Materials 4.35% Communication Services 4% Real Estate 1.25% Asset Allocation
Asset Class Value Cash 3.41% Equity 96.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK8% ₹973 Cr 8,065,055 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK7% ₹846 Cr 11,567,789
↑ 1,219,921 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 17 | SUNPHARMA6% ₹793 Cr 4,512,053
↓ -780,170 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 5322156% ₹742 Cr 6,388,192 Reliance Industries Ltd (Energy)
Equity, Since 31 May 20 | RELIANCE6% ₹721 Cr 5,362,304
↓ -151,274 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 29 Feb 20 | 5403765% ₹666 Cr 1,683,535 NTPC Ltd (Utilities)
Equity, Since 31 Oct 23 | 5325555% ₹587 Cr 15,836,093
↓ -748,422 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 18 | LT4% ₹574 Cr 1,638,689 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | 5323434% ₹527 Cr 1,567,366 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | MARUTI4% ₹457 Cr 371,642 2. Canara Robeco Equity Tax Saver
Canara Robeco Equity Tax Saver
Growth Launch Date 2 Feb 09 NAV (13 Apr 26) ₹169.76 ↓ -1.17 (-0.68 %) Net Assets (Cr) ₹8,800 on 28 Feb 26 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 1.08 Information Ratio -0.68 Alpha Ratio 0.96 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,029 31 Mar 23 ₹11,965 31 Mar 24 ₹15,957 31 Mar 25 ₹17,073 31 Mar 26 ₹16,704 Returns for Canara Robeco Equity Tax Saver
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 26 Duration Returns 1 Month 4.1% 3 Month -4.1% 6 Month -4.1% 1 Year 8.2% 3 Year 13.8% 5 Year 12.9% Since launch 17.9% 10 Year 15 Year Historical performance (Yearly) on absolute basis
Year Returns 2024 5.3% 2023 17.5% 2022 23.7% 2021 -0.2% 2020 35.1% 2019 27.4% 2018 10.7% 2017 2.7% 2016 32% 2015 0% Fund Manager information for Canara Robeco Equity Tax Saver
Name Since Tenure Vishal Mishra 26 Jun 21 4.77 Yr. Shridatta Bhandwaldar 1 Oct 19 6.5 Yr. Data below for Canara Robeco Equity Tax Saver as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 28.96% Consumer Cyclical 14.92% Industrials 13.19% Health Care 6.58% Technology 6.15% Consumer Defensive 5.98% Basic Materials 5.78% Energy 5.77% Communication Services 4.1% Utility 3.24% Real Estate 2.32% Asset Allocation
Asset Class Value Cash 3% Equity 96.98% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK7% ₹522 Cr 7,140,168
↑ 15,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK7% ₹520 Cr 4,311,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE4% ₹338 Cr 2,512,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY4% ₹279 Cr 2,228,659
↑ 47,500 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹271 Cr 2,765,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL3% ₹263 Cr 1,475,000
↑ 15,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹247 Cr 705,619
↑ 1,250 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322153% ₹204 Cr 1,753,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 5000342% ₹187 Cr 2,329,500 GE Vernova T&D India Ltd (Industrials)
Equity, Since 29 Feb 24 | 5222752% ₹174 Cr 478,949
↓ -48,213 3. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (13 Apr 26) ₹158.09 ↓ -0.08 (-0.05 %) Net Assets (Cr) ₹1,384 on 28 Feb 26 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio 0.92 Information Ratio 0.1 Alpha Ratio 0.34 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,399 31 Mar 23 ₹12,357 31 Mar 24 ₹19,093 31 Mar 25 ₹19,073 31 Mar 26 ₹18,602 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 26 Duration Returns 1 Month 4.6% 3 Month 0.7% 6 Month -0.4% 1 Year 10.5% 3 Year 16.6% 5 Year 15.1% Since launch 17.5% 10 Year 15 Year 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 3.93 Yr. Data below for BOI AXA Tax Advantage Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 25.9% Industrials 17.39% Basic Materials 16.84% Consumer Cyclical 9.84% Consumer Defensive 7.41% Utility 5.12% Technology 4.11% Communication Services 3.33% Energy 2.4% Health Care 1.99% Real Estate 0.1% Asset Allocation
Asset Class Value Cash 5.44% Equity 94.43% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 5002954% ₹56 Cr 850,000
↑ 610,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN4% ₹54 Cr 552,000
↑ 82,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL3% ₹42 Cr 235,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK3% ₹40 Cr 335,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL3% ₹40 Cr 114,000
↑ 9,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹39 Cr 1,041,000
↑ 86,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK3% ₹37 Cr 510,000 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 May 24 | 5433493% ₹37 Cr 142,759
↓ -7,241 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | UNOMINDA3% ₹34 Cr 330,439
↑ 96,628 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | ITC3% ₹32 Cr 1,120,000
↓ -220,000 4. Bandhan Tax Advantage (ELSS) Fund
Bandhan Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (13 Apr 26) ₹147.539 ↓ -0.95 (-0.64 %) Net Assets (Cr) ₹7,056 on 28 Feb 26 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 0.99 Information Ratio -0.45 Alpha Ratio -0.03 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹13,119 31 Mar 23 ₹13,213 31 Mar 24 ₹18,398 31 Mar 25 ₹18,911 31 Mar 26 ₹18,440 Returns for Bandhan Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 26 Duration Returns 1 Month 2.4% 3 Month -5.1% 6 Month -3.7% 1 Year 7.6% 3 Year 13.7% 5 Year 14.5% Since launch 16.8% 10 Year 15 Year 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 9.45 Yr. Ritika Behera 7 Oct 23 2.48 Yr. Gaurav Satra 10 Jun 24 1.81 Yr. Data below for Bandhan Tax Advantage (ELSS) Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 31.63% Consumer Cyclical 10.14% Consumer Defensive 9.11% Technology 8.71% Energy 8.66% Health Care 7.65% Basic Materials 7.13% Industrials 4.58% Communication Services 2.7% Utility 2.68% Real Estate 1.82% Asset Allocation
Asset Class Value Cash 5.19% Equity 94.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK7% ₹446 Cr 6,100,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE7% ₹443 Cr 3,300,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK5% ₹326 Cr 2,700,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK4% ₹279 Cr 7,900,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS3% ₹201 Cr 850,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 5322153% ₹174 Cr 1,500,000 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 5322862% ₹150 Cr 1,350,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL2% ₹143 Cr 801,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY2% ₹138 Cr 1,100,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN2% ₹132 Cr 1,350,000
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।
You Might Also Like
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2026 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for ICICI Prudential Long Term Equity Fund (Tax Saving)