+91-22-489139092022-এর জন্য সেরা 3 সেরা ট্যাক্স সেভিং ELSS মিউচুয়াল ফান্ড
সেরা এলএসএস ফান্ড বা ইক্যুইটি লিঙ্কড সেভিংস স্কিম (ট্যাক্স সেভিং) ইক্যুইটি বৈচিত্র্যময়যৌথ পুঁজি যে প্রধানত ইক্যুইটি-সংযুক্ত উপকরণ (শেয়ার এবং স্টক মত) প্রদান করার জন্য বিনিয়োগবাজার- লিঙ্কযুক্ত রিটার্ন। সাধারণত, ফান্ড কর্পাসের 80% ইক্যুইটিতে বিনিয়োগ করা হয় এবং অবশিষ্টাংশ ঋণ উপকরণে। সেরাইএলএসএস তহবিলগুলি ট্যাক্স সেভিং মিউচুয়াল ফান্ড হিসাবেও পরিচিত কারণ তারা কর সুবিধা প্রদান করেধারা 80C এরআয়কর আইন. অধিকন্তু, ELSS মিউচুয়াল ফান্ডগুলি ওপেন-এন্ডেড, যার অর্থ হল যে বিনিয়োগকারীরা যখন খুশি এই তহবিলে সাবস্ক্রাইব করতে পারেন৷ যাইহোক, আগেবিনিয়োগ এই কর সাশ্রয়ী মিউচুয়াল ফান্ডগুলিতে, সেরা ELSS তহবিলের একটি তালিকা বিবেচনা করার পরামর্শ দেওয়া হচ্ছে।
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2022 সালে বিনিয়োগ করার জন্য শীর্ষ 3টি ELSS ফান্ড
(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. Below is the key information for Motilal Oswal Long Term Equity Fund Returns up to 1 year are on The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income-tax deduction(under section 80C of the Income-tax Act, 1961) on their investments. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to be eligible for income-tax benefits under Section 80C. There can be no assurance that the investment objective under the scheme will be realized. Research Highlights for IDBI Equity Advantage Fund Below is the key information for IDBI Equity Advantage 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 Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹55.4029
↑ 0.39 ₹3,969 12.9 7.1 21.2 25.5 20 -9.1 DSP Tax Saver Fund Growth ₹137.148
↓ -0.90 ₹15,044 -4.5 -2.8 2.5 17.7 15.1 7.5 Nippon India Tax Saver Fund (ELSS) Growth ₹130.214
↓ -0.64 ₹13,422 0.3 -0.4 7.9 17.2 15.3 6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 May 26 Research Highlights & Commentary of 3 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund DSP Tax Saver Fund Nippon India Tax Saver Fund (ELSS) Point 1 Bottom quartile AUM (₹3,969 Cr). Highest AUM (₹15,044 Cr). Lower mid AUM (₹13,422 Cr). Point 2 Established history (11+ yrs). Established history (19+ yrs). Oldest track record among peers (20 yrs). Point 3 Not Rated. Top rated. Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 20.02% (upper mid). 5Y return: 15.08% (bottom quartile). 5Y return: 15.29% (lower mid). Point 6 3Y return: 25.51% (upper mid). 3Y return: 17.72% (lower mid). 3Y return: 17.21% (bottom quartile). Point 7 1Y return: 21.23% (upper mid). 1Y return: 2.47% (bottom quartile). 1Y return: 7.93% (lower mid). Point 8 Alpha: 1.62 (upper mid). Alpha: -2.15 (bottom quartile). Alpha: 0.39 (lower mid). Point 9 Sharpe: -0.25 (upper mid). Sharpe: -0.62 (bottom quartile). Sharpe: -0.45 (lower mid). Point 10 Information ratio: 0.55 (lower mid). Information ratio: 0.75 (upper mid). Information ratio: 0.55 (bottom quartile). Motilal Oswal Long Term Equity Fund
DSP Tax Saver Fund
Nippon India Tax Saver Fund (ELSS)
1. Motilal Oswal Long Term Equity Fund
Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (08 May 26) ₹55.4029 ↑ 0.39 (0.71 %) Net Assets (Cr) ₹3,969 on 31 Mar 26 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.25 Information Ratio 0.55 Alpha Ratio 1.62 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹11,377 30 Apr 23 ₹12,465 30 Apr 24 ₹19,931 30 Apr 25 ₹21,029 30 Apr 26 ₹24,290 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 May 26 Duration Returns 1 Month 12.8% 3 Month 12.9% 6 Month 7.1% 1 Year 21.2% 3 Year 25.5% 5 Year 20% 10 Year 15 Year Since launch 16.4% 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 2.31 Yr. Ankit Agarwal 16 Mar 26 0.04 Yr. Rakesh Shetty 22 Nov 22 3.36 Yr. Atul Mehra 1 Oct 24 1.5 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 28.67% Industrials 26.59% Consumer Cyclical 12.9% Basic Materials 11.92% Technology 11.78% Health Care 4.53% Real Estate 2.9% Asset Allocation
Asset Class Value Cash 0.71% Equity 99.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX8% ₹310 Cr 1,296,040 Piramal Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | PIRAMALFIN6% ₹238 Cr 1,298,583
↓ -220,000 Jain Resource Recycling Ltd (Basic Materials)
Equity, Since 31 Oct 25 | JAINREC6% ₹229 Cr 5,011,074
↑ 268,009 Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS5% ₹213 Cr 215,645
↑ 31,279 Waaree Energies Ltd (Technology)
Equity, Since 31 Oct 24 | 5442775% ₹195 Cr 627,718
↑ 43,739 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER5% ₹181 Cr 276,357
↑ 17,351 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE5% ₹180 Cr 1,221,228
↑ 295,191 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 30 Nov 25 | GROWW4% ₹176 Cr 11,710,407
↑ 768,996 Ather Energy Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | ATHERENERG4% ₹174 Cr 2,301,469
↑ 170,179 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 25 | 5333984% ₹173 Cr 546,874 2. IDBI Equity Advantage Fund
IDBI Equity Advantage Fund
Growth Launch Date 10 Sep 13 NAV (28 Jul 23) ₹43.39 ↑ 0.04 (0.09 %) Net Assets (Cr) ₹485 on 30 Jun 23 Category Equity - ELSS AMC IDBI Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.39 Sharpe Ratio 1.21 Information Ratio -1.13 Alpha Ratio 1.78 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹11,827 30 Apr 23 ₹12,510 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 May 26 Duration Returns 1 Month 3.1% 3 Month 9.7% 6 Month 15.1% 1 Year 16.9% 3 Year 20.8% 5 Year 10% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for IDBI Equity Advantage Fund
Name Since Tenure Data below for IDBI Equity Advantage Fund as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 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 30 Apr 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 8 May 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
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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Research Highlights for Motilal Oswal Long Term Equity Fund