কেন ELSS অন্যান্য ট্যাক্স সেভিং বিনিয়োগের উপর

1. JM Tax Gain Fund

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.

JM Tax Gain Fund is a Equity - ELSS fund was launched on 31 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.5% since its launch.  Ranked 18 in ELSS category.  Return for 2024 was 29% , 2023 was 30.9% and 2022 was 0.5% .

Below is the key information for JM Tax Gain Fund

2. BOI AXA Tax Advantage Fund

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.)

BOI AXA Tax Advantage Fund is a Equity - ELSS fund was launched on 25 Feb 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.5% since its launch.  Ranked 13 in ELSS category.  Return for 2024 was 21.6% , 2023 was 34.8% and 2022 was -1.3% .

Below is the key information for BOI AXA Tax Advantage Fund

3. BNP Paribas Long Term Equity Fund (ELSS)

The investment objective of the Scheme is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities along with income tax rebate, as may be prevalent fromtime to time. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

BNP Paribas Long Term Equity Fund (ELSS) is a Equity - ELSS fund was launched on 5 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Ranked 22 in ELSS category.  Return for 2024 was 23.6% , 2023 was 31.3% and 2022 was -2.1% .

Below is the key information for BNP Paribas Long Term Equity Fund (ELSS)

4. Edelweiss Long Term Equity Fund

(Erstwhile Edelweiss ELSS Fund)

The primary objective of the scheme is to generate long-term capital appreciation with an option of periodic payouts at the end of lock in periods from a portfolio that invests predominantly in equity and equity related instruments.

Edelweiss Long Term Equity Fund is a Equity - ELSS fund was launched on 30 Dec 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.7% since its launch.  Ranked 25 in ELSS category.  Return for 2024 was 20% , 2023 was 26.8% and 2022 was -0.1% .

Below is the key information for Edelweiss Long Term Equity Fund

5. LIC MF Tax Plan

The investment objective of the scheme is to provide capital growth along with tax rebate and tax relief to our investors through prudent investments in the stock markets. However, there is no assurance that the investment objective of the Scheme will be realised.

LIC MF Tax Plan is a Equity - ELSS fund was launched on 3 Feb 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.2% since its launch.  Ranked 35 in ELSS category.  Return for 2024 was 22.6% , 2023 was 26.3% and 2022 was -1.6% .

Below is the key information for LIC MF Tax Plan