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সেরা এলএসএস ফান্ড বা ইক্যুইটি লিঙ্কড সেভিংস স্কিমগুলি ইক্যুইটি বৈচিত্রপূর্ণযৌথ পুঁজি যেগুলি প্রধানত প্রদানের জন্য ইক্যুইটি-সংযুক্ত যন্ত্রগুলিতে (যেমন শেয়ার এবং স্টক) বিনিয়োগ করে৷বাজার- লিঙ্কযুক্ত রিটার্ন। সাধারণত, ফান্ড কর্পাসের 80% ইক্যুইটিতে বিনিয়োগ করা হয় এবং বাকিটা ঋণের উপকরণে। সেরাইএলএসএস তহবিলগুলি ট্যাক্স সেভিং মিউচুয়াল ফান্ড হিসাবেও পরিচিত কারণ তারা কর সুবিধা দেয়ধারা 80C এরআয়কর আইন করুন এবং বিনিয়োগে 3 বছরের লক-ইন করুন।
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সেরা 5টি সেরা পারফর্মিং ELSS মিউচুয়াল ফান্ড 2022 - 2023৷
(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. Research Highlights for Motilal Oswal Long Term Equity Fund 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 To deliver the benefit of investment in a portfolio of equity shares, while offering
deduction on such investment made in the scheme under section 80C of the
Income-tax Act, 1961. It also seeks to distribute income periodically depending
on distributable surplus. Investments in this scheme would be subject to a
statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits. Research Highlights for SBI Magnum Tax Gain Fund Below is the key information for SBI Magnum Tax Gain Fund Returns up to 1 year are on 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. Research Highlights for JM Tax Gain Fund Below is the key information for JM Tax Gain Fund Returns up to 1 year are on সম্পদ >= 100 কোটি & সাজানো হয়েছে3 বছরসিএজিআর প্রত্যাবর্তন.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 4. SBI Magnum Tax Gain Fund
SBI Magnum Tax Gain Fund
Growth Launch Date 7 May 07 NAV (08 May 26) ₹433.635 ↓ -2.34 (-0.54 %) Net Assets (Cr) ₹28,441 on 31 Mar 26 Category Equity - ELSS AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio -0.6 Information Ratio 1.57 Alpha Ratio -1.33 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 ₹11,912 30 Apr 23 ₹13,286 30 Apr 24 ₹21,339 30 Apr 25 ₹22,861 30 Apr 26 ₹23,364 Returns for SBI Magnum Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 May 26 Duration Returns 1 Month 3.5% 3 Month -3% 6 Month -2% 1 Year 4.8% 3 Year 20.5% 5 Year 18.4% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.6% 2023 27.7% 2022 40% 2021 6.9% 2020 31% 2019 18.9% 2018 4% 2017 -8.3% 2016 33% 2015 2.1% Fund Manager information for SBI Magnum Tax Gain Fund
Name Since Tenure Milind Agrawal 1 Jan 26 0.24 Yr. Data below for SBI Magnum Tax Gain Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 36.81% Basic Materials 10.81% Consumer Cyclical 9.02% Industrials 8.79% Energy 8.03% Health Care 7.02% Technology 6.41% Utility 4.24% Communication Services 3.06% Consumer Defensive 2% Real Estate 0.93% Asset Allocation
Asset Class Value Cash 2.75% Equity 97.11% Debt 0.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK9% ₹2,655 Cr 22,017,451
↑ 3,966,090 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE5% ₹1,515 Cr 11,275,148 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK5% ₹1,405 Cr 39,750,000
↑ 7,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK4% ₹1,177 Cr 16,086,506 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Oct 21 | TATASTEEL4% ₹1,176 Cr 61,312,247
↓ -687,753 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 11 | 5322154% ₹1,158 Cr 9,973,332 State Bank of India (Financial Services)
Equity, Since 31 May 06 | SBIN4% ₹1,091 Cr 11,138,360
↓ -1,197,279 Torrent Power Ltd (Utilities)
Equity, Since 31 Jul 19 | 5327793% ₹733 Cr 5,610,813 Infosys Ltd (Technology)
Equity, Since 31 Mar 18 | INFY2% ₹634 Cr 5,070,498 Lupin Ltd (Healthcare)
Equity, Since 30 Apr 18 | 5002572% ₹622 Cr 2,687,887 5. JM Tax Gain Fund
JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (08 May 26) ₹48.9699 ↓ -0.14 (-0.28 %) Net Assets (Cr) ₹196 on 31 Mar 26 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.68 Information Ratio 0.32 Alpha Ratio -2.8 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 ₹11,727 30 Apr 23 ₹12,473 30 Apr 24 ₹18,958 30 Apr 25 ₹19,566 30 Apr 26 ₹20,443 Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 May 26 Duration Returns 1 Month 7.9% 3 Month 1.7% 6 Month -1.6% 1 Year 9.7% 3 Year 18.5% 5 Year 16.1% 10 Year 15 Year Since launch 9.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.5% 2023 29% 2022 30.9% 2021 0.5% 2020 32.2% 2019 18.3% 2018 14.9% 2017 -4.6% 2016 42.6% 2015 5.2% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 1.5 Yr. Asit Bhandarkar 31 Dec 21 4.25 Yr. Ruchi Fozdar 4 Oct 24 1.49 Yr. Deepak Gupta 11 Apr 25 0.97 Yr. Data below for JM Tax Gain Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 28.74% Consumer Cyclical 16.59% Industrials 11.66% Technology 9.81% Basic Materials 9.25% Health Care 8.13% Consumer Defensive 3.8% Energy 3.43% Real Estate 3.21% Communication Services 2.85% Asset Allocation
Asset Class Value Cash 2.52% Equity 97.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK4% ₹9 Cr 98,262 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT4% ₹8 Cr 18,447
↓ -1,200 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 25 | RELIANCE3% ₹7 Cr 53,400 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK3% ₹7 Cr 48,500 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | KARURVYSYA3% ₹6 Cr 199,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹6 Cr 32,950 Lupin Ltd (Healthcare)
Equity, Since 31 May 25 | LUPIN3% ₹6 Cr 25,000 Travel Food Services Ltd (Consumer Cyclical)
Equity, Since 31 Jul 25 | TRAVELFOOD3% ₹6 Cr 45,598
↓ -4,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jul 25 | POLYCAB3% ₹6 Cr 6,500 Vedanta Ltd (Basic Materials)
Equity, Since 31 Oct 25 | VEDL2% ₹5 Cr 75,500
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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Nice article