+91-22-4891390911 શ્રેષ્ઠ કર બચત ELSS મ્યુચ્યુઅલ ફંડ્સ 2022
શ્રેષ્ઠ elss ફંડ્સ અથવા ઇક્વિટી લિંક્ડ સેવિંગ્સ સ્કીમ્સ ઇક્વિટી ડાઇવર્સિફાઇડ છેમ્યુચ્યુઅલ ફંડ જે પ્રદાન કરવા માટે મોટાભાગે ઇક્વિટી-લિંક્ડ ઇન્સ્ટ્રુમેન્ટ્સ (જેમ કે શેર્સ અને સ્ટોક્સ) માં રોકાણ કરે છેબજાર-લિંક્ડ રિટર્ન અને ડાયરેક્ટ ટેક્સ બચાવવામાં મદદ કરે છેઆવક. સામાન્ય રીતે, ફંડ કોર્પસનો 80% ઇક્વિટીમાં અને બાકીનો ડેટ ઇન્સ્ટ્રુમેન્ટ્સમાં રોકાણ કરવામાં આવે છે.
ELSS ફંડ્સને ટેક્સ સેવિંગ મ્યુચ્યુઅલ ફંડ્સ તરીકે પણ ઓળખવામાં આવે છે કારણ કે તે હેઠળ કર લાભો ઓફર કરે છેકલમ 80C નાઆવક વેરો એક્ટ. વધુમાં, ELSS મ્યુચ્યુઅલ ફંડ્સ ઓપન-એન્ડેડ છે, જેનો અર્થ છે કે રોકાણકારો જ્યારે ઈચ્છે ત્યારે આ ફંડ્સમાં સબ્સ્ક્રાઇબ કરી શકે છે.
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ELSS ફંડમાં કોણ રોકાણ કરી શકે છે?
સામાન્ય રીતે, ELSS મ્યુચ્યુઅલ ફંડ તમામ પ્રકારના રોકાણકારો માટે યોગ્ય છે જેઓ બજાર સાથે જોડાયેલા જોખમો લેવા તૈયાર છે.ટેક્સ પ્લાનિંગ અને પૈસાની બચત. કોઈપણ વ્યક્તિ તેમના જીવનના કોઈપણ સમયે ELSS ફંડમાં રોકાણ કરી શકે છે. જો કે, તમારી કારકિર્દીના પ્રારંભિક તબક્કા દરમિયાન કર બચત ELSS ફંડમાં રોકાણ કરવાનું સૂચન કરવામાં આવે છે જેથી કરીને સમય જતાં તમારા પૈસા વધે અને તમને વધુ સારું વળતર મળે.
આથી, ટેક્સ બચાવો અને એક જ સમયે સારું વળતર મેળવોરોકાણ શ્રેષ્ઠ ELSS ફંડમાં. રોકાણકારોએ જાણવું જોઈએ કે ELSS ફંડમાં રોકાણ કરેલી રકમ 3 વર્ષ માટે લૉક છે.
રોકાણકારો ELSS મ્યુચ્યુઅલ ફંડમાં લમ્પસમ (એક વખત) તરીકે રોકાણ કરી શકે છેSIP (વ્યવસ્થિતરોકાણ યોજના). નવા નિશાળીયા માટે સલાહ આપવામાં આવે છે કે તેઓ સામાન્ય રીતે SIP નો ઉપયોગ કરીને રોકાણ કરે કારણ કે તે તેમના માટે વધુ યોગ્ય છે.
અન્ય કર બચત વિકલ્પો?
કલમ 80c હેઠળ ELSS જેવા અન્ય વિકલ્પોમાં નીચેનાનો સમાવેશ થાય છે:જીવન વીમો પ્રીમિયમ,ટેક્સ સેવિંગ ફિક્સ્ડ ડિપોઝિટ,પીપીએફ,એનએસસી,ઇપીએફ, યુનિટ લિંક્ડ ઇક્વિટી પ્લાન્સ (યુલિપ). કલમ 80c હેઠળ બચતની મર્યાદા 1.5 લાખ પ્રતિ નાણાકીય વર્ષ સુધી મર્યાદિત છે તે જાણવું જોઈએ.
નાણાકીય વર્ષ 22 - 23 માં રોકાણ માટે ટોચના 11 શ્રેષ્ઠ પ્રદર્શન કરતા ELSS મ્યુચ્યુઅલ ફંડ્સ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Tata India Tax Savings Fund Growth ₹46.9188
↓ -0.04 ₹4,664 6.6 6.8 6.7 11.4 11.4 4.9 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 9.7 15.1 16.9 20.8 10 JM Tax Gain Fund Growth ₹52.6854
↓ -0.07 ₹242 11 16.3 7.5 14.6 13.4 2.5 BNP Paribas Long Term Equity Fund (ELSS) Growth ₹99.5416
↓ -0.06 ₹917 5.9 6.1 4.4 13.8 10.8 4.8 BOI AXA Tax Advantage Fund Growth ₹164.83
↑ 0.15 ₹1,395 3.7 5.8 4.2 11.2 10.2 -3.5 Invesco India Tax Plan Growth ₹127.36
↑ 0.02 ₹2,699 10.4 12.5 0.1 11.5 9.3 -2.8 Sundaram Diversified Equity Fund Growth ₹207.79
↑ 0.26 ₹1,303 2.3 -2.2 -6 5.7 7.2 7.1 Edelweiss Long Term Equity Fund Growth ₹115.01
↑ 0.16 ₹455 6 5.5 4.9 11.8 10.4 6.7 UTI Long Term Equity Fund Growth ₹197.566
↑ 0.06 ₹3,524 2.5 0.8 -4.2 6.9 6.5 4.5 LIC MF Tax Plan Growth ₹147.335
↑ 0.41 ₹1,030 5.5 3.3 -3.5 8.4 8.2 0.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Sep 26 Research Highlights & Commentary of 11 Funds showcased
Commentary Tata India Tax Savings Fund HDFC Long Term Advantage Fund IDBI Equity Advantage Fund JM Tax Gain Fund BNP Paribas Long Term Equity Fund (ELSS) BOI AXA Tax Advantage Fund Invesco India Tax Plan Sundaram Diversified Equity Fund Edelweiss Long Term Equity Fund UTI Long Term Equity Fund LIC MF Tax Plan Point 1 Highest AUM (₹4,664 Cr). Upper mid AUM (₹1,318 Cr). Bottom quartile AUM (₹485 Cr). Bottom quartile AUM (₹242 Cr). Lower mid AUM (₹917 Cr). Upper mid AUM (₹1,395 Cr). Upper mid AUM (₹2,699 Cr). Lower mid AUM (₹1,303 Cr). Bottom quartile AUM (₹455 Cr). Top quartile AUM (₹3,524 Cr). Lower mid AUM (₹1,030 Cr). Point 2 Established history (11+ yrs). Established history (25+ yrs). Established history (13+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (17+ yrs). Established history (19+ yrs). Established history (26+ yrs). Established history (17+ yrs). Established history (26+ yrs). Oldest track record among peers (27 yrs). Point 3 Top rated. Rating: 3★ (lower mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (top quartile). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 1★ (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. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 11.35% (upper mid). 5Y return: 17.39% (top quartile). 5Y return: 9.97% (lower mid). 5Y return: 13.41% (top quartile). 5Y return: 10.78% (upper mid). 5Y return: 10.24% (lower mid). 5Y return: 9.30% (lower mid). 5Y return: 7.16% (bottom quartile). 5Y return: 10.42% (upper mid). 5Y return: 6.50% (bottom quartile). 5Y return: 8.18% (bottom quartile). Point 6 3Y return: 11.39% (lower mid). 3Y return: 20.64% (top quartile). 3Y return: 20.84% (top quartile). 3Y return: 14.65% (upper mid). 3Y return: 13.81% (upper mid). 3Y return: 11.19% (lower mid). 3Y return: 11.54% (lower mid). 3Y return: 5.73% (bottom quartile). 3Y return: 11.76% (upper mid). 3Y return: 6.89% (bottom quartile). 3Y return: 8.37% (bottom quartile). Point 7 1Y return: 6.68% (upper mid). 1Y return: 35.51% (top quartile). 1Y return: 16.92% (top quartile). 1Y return: 7.51% (upper mid). 1Y return: 4.39% (lower mid). 1Y return: 4.21% (lower mid). 1Y return: 0.13% (lower mid). 1Y return: -6.02% (bottom quartile). 1Y return: 4.93% (upper mid). 1Y return: -4.23% (bottom quartile). 1Y return: -3.46% (bottom quartile). Point 8 Alpha: 3.16 (upper mid). Alpha: 1.75 (lower mid). Alpha: 1.78 (upper mid). Alpha: 5.40 (top quartile). Alpha: 2.86 (upper mid). Alpha: -0.56 (lower mid). Alpha: -2.23 (lower mid). Alpha: -7.12 (bottom quartile). Alpha: 3.50 (top quartile). Alpha: -3.45 (bottom quartile). Alpha: -5.55 (bottom quartile). Point 9 Sharpe: 0.13 (lower mid). Sharpe: 2.27 (top quartile). Sharpe: 1.21 (top quartile). Sharpe: 0.22 (upper mid). Sharpe: 0.14 (upper mid). Sharpe: -0.10 (lower mid). Sharpe: -0.18 (lower mid). Sharpe: -0.44 (bottom quartile). Sharpe: 0.17 (upper mid). Sharpe: -0.25 (bottom quartile). Sharpe: -0.36 (bottom quartile). Point 10 Information ratio: 0.02 (lower mid). Information ratio: -0.15 (lower mid). Information ratio: -1.13 (bottom quartile). Information ratio: 0.70 (top quartile). Information ratio: 0.74 (top quartile). Information ratio: 0.08 (upper mid). Information ratio: 0.06 (upper mid). Information ratio: -1.43 (bottom quartile). Information ratio: 0.19 (upper mid). Information ratio: -0.95 (bottom quartile). Information ratio: -0.44 (lower mid). Tata India Tax Savings Fund
HDFC Long Term Advantage Fund
IDBI Equity Advantage Fund
JM Tax Gain Fund
BNP Paribas Long Term Equity Fund (ELSS)
BOI AXA Tax Advantage Fund
Invesco India Tax Plan
Sundaram Diversified Equity Fund
Edelweiss Long Term Equity Fund
UTI Long Term Equity Fund
LIC MF Tax Plan
*ઉપર ટોચની યાદી છેELSS (ઇક્વિટી લિંક્ડ સેવિંગ સ્કીમ) કરતાં વધુની AUM/નેટ અસ્કયામતો ધરાવે છે500 કરોડ અને ફંડની ઉંમર >= 3 વર્ષ.
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.. Research Highlights for Tata India Tax Savings Fund Below is the key information for Tata India Tax Savings 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 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 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 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. Research Highlights for BNP Paribas Long Term Equity Fund (ELSS) Below is the key information for BNP Paribas Long Term Equity Fund (ELSS) 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 long term capital growth from a diversified portfolio of predominantly equity and equity-related securities. Research Highlights for Invesco India Tax Plan Below is the key information for Invesco India Tax Plan 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 (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. Research Highlights for Edelweiss Long Term Equity Fund Below is the key information for Edelweiss Long Term Equity Fund Returns up to 1 year are on (Erstwhile UTI Long Term Equity Fund (Tax Saving)) The funds collected under the scheme shall be invested in equities, fully convertible debentures/ bonds and warrants of companies. Investment may also be made in issues of partly convertible debentures/bonds including those issued on rights basis subject to the condition that, as far as possible, the non-convertible portion of the debentures/bonds so acquired or subscribed shall be disinvested within a period of twelve months from their acquisition. Research Highlights for UTI Long Term Equity Fund Below is the key information for UTI Long Term Equity Fund Returns up to 1 year are on 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. Research Highlights for LIC MF Tax Plan Below is the key information for LIC MF Tax Plan Returns up to 1 year are on 1. Tata India Tax Savings Fund
Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (10 Sep 26) ₹46.9188 ↓ -0.04 (-0.09 %) Net Assets (Cr) ₹4,664 on 31 Jul 26 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.13 Information Ratio 0.02 Alpha Ratio 3.16 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 26 Duration Returns 1 Month -1.8% 3 Month 6.6% 6 Month 6.8% 1 Year 6.7% 3 Year 11.4% 5 Year 11.4% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.9% 2024 19.5% 2023 24% 2022 5.9% 2021 30.4% 2020 11.9% 2019 13.6% 2018 -8.4% 2017 46% 2016 2.1% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Data below for Tata India Tax Savings Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. 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
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 10 Sep 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 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 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 3. 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 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 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 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 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 4. JM Tax Gain Fund
JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (10 Sep 26) ₹52.6854 ↓ -0.07 (-0.14 %) Net Assets (Cr) ₹242 on 31 Jul 26 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio 0.22 Information Ratio 0.7 Alpha Ratio 5.4 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 26 Duration Returns 1 Month -1.1% 3 Month 11% 6 Month 16.3% 1 Year 7.5% 3 Year 14.6% 5 Year 13.4% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 2.5% 2024 29% 2023 30.9% 2022 0.5% 2021 32.2% 2020 18.3% 2019 14.9% 2018 -4.6% 2017 42.6% 2016 5.2% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Data below for JM Tax Gain Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. BNP Paribas Long Term Equity Fund (ELSS)
BNP Paribas Long Term Equity Fund (ELSS)
Growth Launch Date 5 Jan 06 NAV (10 Sep 26) ₹99.5416 ↓ -0.06 (-0.06 %) Net Assets (Cr) ₹917 on 31 Jul 26 Category Equity - ELSS AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.21 Sharpe Ratio 0.14 Information Ratio 0.74 Alpha Ratio 2.86 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for BNP Paribas Long Term Equity Fund (ELSS)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 26 Duration Returns 1 Month -3.4% 3 Month 5.9% 6 Month 6.1% 1 Year 4.4% 3 Year 13.8% 5 Year 10.8% 10 Year 15 Year Since launch 11.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.8% 2024 23.6% 2023 31.3% 2022 -2.1% 2021 23.6% 2020 17.8% 2019 14.3% 2018 -9.3% 2017 42.3% 2016 -6.6% Fund Manager information for BNP Paribas Long Term Equity Fund (ELSS)
Name Since Tenure Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (10 Sep 26) ₹164.83 ↑ 0.15 (0.09 %) Net Assets (Cr) ₹1,395 on 31 Jul 26 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.1 Information Ratio 0.08 Alpha Ratio -0.56 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 26 Duration Returns 1 Month -1.1% 3 Month 3.7% 6 Month 5.8% 1 Year 4.2% 3 Year 11.2% 5 Year 10.2% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.5% 2024 21.6% 2023 34.8% 2022 -1.3% 2021 41.5% 2020 31.2% 2019 14.6% 2018 -16.3% 2017 57.7% 2016 -1.2% Fund Manager information for BOI AXA Tax Advantage Fund
Name Since Tenure Data below for BOI AXA Tax Advantage Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Invesco India Tax Plan
Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (10 Sep 26) ₹127.36 ↑ 0.02 (0.02 %) Net Assets (Cr) ₹2,699 on 31 Jul 26 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio -0.18 Information Ratio 0.06 Alpha Ratio -2.23 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 26 Duration Returns 1 Month 0% 3 Month 10.4% 6 Month 12.5% 1 Year 0.1% 3 Year 11.5% 5 Year 9.3% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 -2.8% 2024 25.2% 2023 30.9% 2022 -7.7% 2021 32.6% 2020 19.2% 2019 9.4% 2018 -1.3% 2017 35.7% 2016 3.4% Fund Manager information for Invesco India Tax Plan
Name Since Tenure Data below for Invesco India Tax Plan as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Sundaram Diversified Equity Fund
Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (10 Sep 26) ₹207.79 ↑ 0.26 (0.13 %) Net Assets (Cr) ₹1,303 on 31 Jul 26 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.44 Information Ratio -1.43 Alpha Ratio -7.12 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 26 Duration Returns 1 Month -3.3% 3 Month 2.3% 6 Month -2.2% 1 Year -6% 3 Year 5.7% 5 Year 7.2% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.1% 2024 12% 2023 23.3% 2022 4% 2021 31.5% 2020 9.9% 2019 6.2% 2018 -10.6% 2017 38.4% 2016 6.8% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure Data below for Sundaram Diversified Equity Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Edelweiss Long Term Equity Fund
Edelweiss Long Term Equity Fund
Growth Launch Date 30 Dec 08 NAV (10 Sep 26) ₹115.01 ↑ 0.16 (0.14 %) Net Assets (Cr) ₹455 on 31 Jul 26 Category Equity - ELSS AMC Edelweiss Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.34 Sharpe Ratio 0.17 Information Ratio 0.19 Alpha Ratio 3.5 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Edelweiss Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 26 Duration Returns 1 Month -2.8% 3 Month 6% 6 Month 5.5% 1 Year 4.9% 3 Year 11.8% 5 Year 10.4% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.7% 2024 20% 2023 26.8% 2022 -0.1% 2021 30.4% 2020 13.7% 2019 9.2% 2018 -9.1% 2017 37.7% 2016 -1.1% Fund Manager information for Edelweiss Long Term Equity Fund
Name Since Tenure Data below for Edelweiss Long Term Equity Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. UTI Long Term Equity Fund
UTI Long Term Equity Fund
Growth Launch Date 15 Dec 99 NAV (10 Sep 26) ₹197.566 ↑ 0.06 (0.03 %) Net Assets (Cr) ₹3,524 on 31 Jul 26 Category Equity - ELSS AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.25 Information Ratio -0.95 Alpha Ratio -3.45 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for UTI Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 26 Duration Returns 1 Month -4.2% 3 Month 2.5% 6 Month 0.8% 1 Year -4.2% 3 Year 6.9% 5 Year 6.5% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.5% 2024 13.9% 2023 24.3% 2022 -3.5% 2021 33.1% 2020 20.2% 2019 10.4% 2018 -6.5% 2017 33.1% 2016 3.3% Fund Manager information for UTI Long Term Equity Fund
Name Since Tenure Data below for UTI Long Term Equity Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 11. LIC MF Tax Plan
LIC MF Tax Plan
Growth Launch Date 3 Feb 99 NAV (10 Sep 26) ₹147.335 ↑ 0.41 (0.28 %) Net Assets (Cr) ₹1,030 on 31 Jul 26 Category Equity - ELSS AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 2.01 Sharpe Ratio -0.36 Information Ratio -0.44 Alpha Ratio -5.55 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for LIC MF Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 26 Duration Returns 1 Month -2.4% 3 Month 5.5% 6 Month 3.3% 1 Year -3.5% 3 Year 8.4% 5 Year 8.2% 10 Year 15 Year Since launch 10.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 0.8% 2024 22.6% 2023 26.3% 2022 -1.6% 2021 26.2% 2020 8.9% 2019 11.9% 2018 -1.1% 2017 37.3% 2016 3.3% Fund Manager information for LIC MF Tax Plan
Name Since Tenure Data below for LIC MF Tax Plan as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
ELSS SIP કેલ્ક્યુલેટર
Know Your SIP Returns
ELSS માં રોકાણ મોડ્સ
ELSS માં SIP (સિસ્ટમેટિક ઇન્વેસ્ટમેન્ટ પ્લાન).
ટેક્સ સેવિંગ મ્યુચ્યુઅલ ફંડ્સ (ELSS) માં રોકાણ કરવા માટે SIP ને રોકાણ મોડ તરીકે પસંદ કરી શકાય છે કારણ કે દર મહિને ચોક્કસ રકમનું રોકાણ કરવામાં આવે છે.
નીચેના નમૂનામાં બતાવ્યા પ્રમાણે-
| માસ | રકમ | મોડ | |||
|---|---|---|---|---|---|
| એપ્રિલ | 12,500 છે | SIP | મે | 12,500 છે | SIP |
| જૂન | 12,500 છે | SIP | જુલાઈ | 12,500 છે | SIP |
| ઓગસ્ટ | 12,500 છે | SIP | સપ્ટેમ્બર | 12,500 છે | SIP |
| ઓક્ટોબર | 12,500 છે | SIP | નવેમ્બર | 12,500 છે | SIP |
| ડિસેમ્બર | 12,500 છે | SIP | જાન્યુઆરી | 12,500 છે | SIP |
| ફેબ્રુઆરી | 12,500 છે | SIP | કુચ | 12,500 છે | SIP |
| કુલ | 1,50,000 |
SIP પદ્ધતિ દ્વારા રોકાણ કરતી વખતે રૂપિયાની સરેરાશ કિંમતના SIP લાભો મેળવવામાં આવે છે કારણ કે તે દર મહિને ખરીદીને વિખેરી નાખે છે અને રોકાણ ચોક્કસ કિંમતને બદલે સરેરાશ કિંમતે કરવામાં આવે છે જે લમ્પસમ ઇન્વેસ્ટમેન્ટ્સમાં હોઈ શકે છે.
ELSS માં લમ્પસમ રોકાણ
જેમ કે ULIP, NSC, PF/EPF જેવા અન્ય કર બચત સાધનોમાં બચત થઈ શકે છે.વીમા (સેક્ટર 80c હેઠળ) વ્યક્તિ અન્ય સાધનોને બાદ કર્યા પછી ટેક્સ બચાવવા માટે જરૂરી હોય તે રકમ નક્કી કરી શકે છે અને વર્ષમાં લમ્પસમ ખરીદી તરીકે રોકાણ કરી શકે છે અથવા નાણાકીય વર્ષ (જાન્યુઆરી - માર્ચ) ના અંતમાં એક વખત.
શ્રેષ્ઠ ટેક્સ સેવિંગ ELSS ફંડ્સમાં રોકાણ કરવા માટેની ટિપ્સ
નાણાકીય વર્ષની શરૂઆતમાં (એટલે કે એપ્રિલમાં) SIP (સિસ્ટમેટિક ઇન્વેસ્ટમેન્ટ પ્લાન) દ્વારા શ્રેષ્ઠ ELSS ફંડ્સમાં રોકાણ કરો અને જ્યારે નાણાકીય વર્ષ પૂરું થાય ત્યારે નહીં.
શ્રેષ્ઠ ELSS ફંડ્સની સૂચિમાંથી કાળજીપૂર્વક ELSS મ્યુચ્યુઅલ ફંડ પસંદ કરો અને દર વર્ષે અન્ય ટેક્સ બચત ELSS ફંડ્સમાં જવાને બદલે એક વર્ષ માટે તેમાં રોકાણ કરો.
જ્યારે 5-7 વર્ષ માટે રોકાણ કરવામાં આવે ત્યારે સારું ELSS વળતર મેળવી શકાય છે, તેથી એવું સૂચન કરવામાં આવે છે કે એકવાર તમારાલોક-ઇન 3 વર્ષ પછી સમાપ્ત થાય છે. વધુ સારું વળતર મેળવવા માટે તેને લાંબા સમય સુધી પકડી રાખવાનો પ્રયાસ કરો.
જો તમે જોખમ-વિરોધી છોરોકાણકાર અને ઓછા વોલેટાઈલ ફંડ જોઈએ છે, લાર્જ-કેપ મ્યુચ્યુઅલ ફંડમાં રોકાણ કરવાનું વિચારો.
ELSS ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?
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તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો
દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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Nice article. Highly recommended for guys who are looking to save tax under section 80c.