+91-22-48913909કલમ 80C હેઠળ ટોચના 7 શ્રેષ્ઠ ELSS ટેક્સ સેવિંગ ફંડ્સ
આ તે સમય છે જ્યારે દરેક જણ ભયજનક પર બચાવવા માટે જોઈ રહ્યા છેઆવક વેરો. ઘણા રોકાણકારો તેમના પૈસા જેવી યોજનાઓમાં રોકાણ કરે છેમ્યુચ્યુઅલ ફંડ, વગેરે, તેમની મહેનતના પૈસા બચાવવા માટે. ટેક્સ સીઝન 2018 ઝડપથી નજીક આવી રહી છે, અમે તમારા માટે શ્રેષ્ઠ લાવ્યા છીએELSS તમારા બચાવવા માટે કર બચત ભંડોળઆવક કર ELSS અથવા ઇક્વિટી લિંક્ડ સેવિંગ સ્કીમ એ છેકર બચત રોકાણ જેના દ્વારા વ્યક્તિ INR 1,50 સુધીની કપાત મેળવી શકે છે,000 તેમની પાસેથીકરપાત્ર આવક મુજબકલમ 80C આવકવેરા કાયદાના. ઇક્વિટી અને ટેક્સ સેવિંગનું મિશ્રણ હોવાથી, ELSS સ્કીમ ઇક્વિટી માટે શ્રેષ્ઠ પ્રવેશદ્વાર છે. તમે જે નાણાંનું રોકાણ કરો છો તે સ્ટોક તરીકે વધે છેબજાર વધે. તેથી, ઇક્વિટી લિંક્ડ સેવિંગ સ્કીમમાં નફો વધુ છે. પહેલાં, અમે આ ફંડના બહુવિધ લાભો જોઈએ, ચાલો કલમ 80C હેઠળ ટોચના 7 શ્રેષ્ઠ ELSS ટેક્સ સેવિંગ ફંડ્સ જોઈએ.
કલમ 80C હેઠળ ELSS દ્વારા કર બચતના બહુવિધ લાભો
ELSS સ્કીમ એ બેવડા લાભો મેળવવાની એક સરળ રીત છે - બચત કરોકર અને શેરબજારોમાં પૈસા ઉગાડે છે. તેવી જ રીતે, તેના ઘણા ફાયદા છે જેમ કે:
ELSS દ્વારા કર બચત
એનરોકાણકાર કર માટે પાત્ર છેકપાત કલમ 80C હેઠળ INR 1.5 લાખ સુધી. INR 1,50,000નું આ રોકાણ INR 46,350 સુધીનો ટેક્સ બચાવી શકે છે. પરંતુ, આ ફક્ત તે રોકાણકારો માટે છે જેઓ 30% આવકવેરા કૌંસમાં છે. 20% ના આવકવેરા સ્લેબ માટે તે INR 30,000 છે અને 5% સ્લેબ માટે તે INR 7,525 છે.
ન્યૂનતમ અને મહત્તમ રોકાણ
રોકાણકારો કરી શકે છેમ્યુચ્યુઅલ ફંડમાં રોકાણ કરો બે રીતે -SIP અને એકીકૃત રકમ. ELSS માં રોકાણ કરવા માટે, SIP દ્વારા રોકાણ કરવાની લઘુત્તમ રકમ INR 500 છે. અને એક સામટી માટે તે INR 5000 છે.
ELSS નો લોક-ઇન સમયગાળો
ELSSનો એક મહત્વનો ફાયદો એ છે કે તે અન્ય કર બચત વિકલ્પોની તુલનામાં 3 વર્ષના સૌથી ટૂંકા લોક-ઇન સમયગાળા સાથે આવે છે.
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કલમ 80C હેઠળ શ્રેષ્ઠ ELSS મ્યુચ્યુઅલ ફંડ્સ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹52.0863
↑ 0.09 ₹4,175 4.2 -2.3 14.4 24.4 19 -9.1 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 9.7 15.1 16.9 20.8 10 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 BNP Paribas Long Term Equity Fund (ELSS) Growth ₹95.7411
↑ 0.39 ₹906 -2.7 -0.9 8 18.4 13.7 4.8 JM Tax Gain Fund Growth ₹46.604
↑ 0.35 ₹217 -4.6 -6.7 4.3 17.9 15.2 2.5 BOI AXA Tax Advantage Fund Growth ₹162.39
↑ 1.56 ₹1,384 2.6 1.5 9.4 17.6 15.4 -3.5 Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 ₹210 -6.1 -3.5 17.6 16.7 11.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 26 Research Highlights & Commentary of 7 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund IDBI Equity Advantage Fund HDFC Long Term Advantage Fund BNP Paribas Long Term Equity Fund (ELSS) JM Tax Gain Fund BOI AXA Tax Advantage Fund Baroda Pioneer ELSS 96 Point 1 Highest AUM (₹4,175 Cr). Lower mid AUM (₹485 Cr). Upper mid AUM (₹1,318 Cr). Lower mid AUM (₹906 Cr). Bottom quartile AUM (₹217 Cr). Upper mid AUM (₹1,384 Cr). Bottom quartile AUM (₹210 Cr). Point 2 Established history (11+ yrs). Established history (12+ yrs). Oldest track record among peers (25 yrs). Established history (20+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (11+ yrs). Point 3 Not Rated. Top rated. Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Not Rated. 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. Point 5 5Y return: 18.99% (top quartile). 5Y return: 9.97% (bottom quartile). 5Y return: 17.39% (upper mid). 5Y return: 13.67% (lower mid). 5Y return: 15.17% (lower mid). 5Y return: 15.41% (upper mid). 5Y return: 11.62% (bottom quartile). Point 6 3Y return: 24.38% (top quartile). 3Y return: 20.84% (upper mid). 3Y return: 20.64% (upper mid). 3Y return: 18.42% (lower mid). 3Y return: 17.90% (lower mid). 3Y return: 17.61% (bottom quartile). 3Y return: 16.70% (bottom quartile). Point 7 1Y return: 14.38% (lower mid). 1Y return: 16.92% (upper mid). 1Y return: 35.51% (top quartile). 1Y return: 7.96% (bottom quartile). 1Y return: 4.32% (bottom quartile). 1Y return: 9.43% (lower mid). 1Y return: 17.56% (upper mid). Point 8 Alpha: -3.97 (bottom quartile). Alpha: 1.78 (upper mid). Alpha: 1.75 (upper mid). Alpha: 1.53 (lower mid). Alpha: -4.18 (bottom quartile). Alpha: 0.34 (lower mid). Alpha: 5.69 (top quartile). Point 9 Sharpe: 0.64 (bottom quartile). Sharpe: 1.21 (upper mid). Sharpe: 2.27 (upper mid). Sharpe: 1.13 (lower mid). Sharpe: 0.59 (bottom quartile). Sharpe: 0.92 (lower mid). Sharpe: 2.51 (top quartile). Point 10 Information ratio: 0.36 (upper mid). Information ratio: -1.13 (bottom quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 0.41 (top quartile). Information ratio: 0.22 (upper mid). Information ratio: 0.10 (lower mid). Information ratio: -0.09 (lower mid). Motilal Oswal Long Term Equity Fund
IDBI Equity Advantage Fund
HDFC Long Term Advantage Fund
BNP Paribas Long Term Equity Fund (ELSS)
JM Tax Gain Fund
BOI AXA Tax Advantage Fund
Baroda Pioneer ELSS 96
100 - 5,000 કરોડ અને 1 વર્ષથી વધુ સમય માટે ભંડોળનું સંચાલન કર્યું છે અને ભાગના વાર્ષિક વળતર પર વર્ગીકરણ કર્યું છે3 વર્ષ.
(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 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 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 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 main objective of the scheme is to provide the investor long term capital growth as also tax benefit under section 80C of the Income Tax Act, 1961. Research Highlights for Baroda Pioneer ELSS 96 Below is the key information for Baroda Pioneer ELSS 96 Returns up to 1 year are on 1. Motilal Oswal Long Term Equity Fund
Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (16 Apr 26) ₹52.0863 ↑ 0.09 (0.18 %) Net Assets (Cr) ₹4,175 on 28 Feb 26 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio 0.64 Information Ratio 0.36 Alpha Ratio -3.97 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 26 Duration Returns 1 Month 11.2% 3 Month 4.2% 6 Month -2.3% 1 Year 14.4% 3 Year 24.4% 5 Year 19% 10 Year 15 Year Since launch 15.8% 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 Data below for Motilal Oswal Long Term Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 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 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 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
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 16 Apr 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. BNP Paribas Long Term Equity Fund (ELSS)
BNP Paribas Long Term Equity Fund (ELSS)
Growth Launch Date 5 Jan 06 NAV (16 Apr 26) ₹95.7411 ↑ 0.39 (0.41 %) Net Assets (Cr) ₹906 on 28 Feb 26 Category Equity - ELSS AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.21 Sharpe Ratio 1.13 Information Ratio 0.41 Alpha Ratio 1.53 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 16 Apr 26 Duration Returns 1 Month 5.7% 3 Month -2.7% 6 Month -0.9% 1 Year 8% 3 Year 18.4% 5 Year 13.7% 10 Year 15 Year Since launch 11.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.8% 2023 23.6% 2022 31.3% 2021 -2.1% 2020 23.6% 2019 17.8% 2018 14.3% 2017 -9.3% 2016 42.3% 2015 -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 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. JM Tax Gain Fund
JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (16 Apr 26) ₹46.604 ↑ 0.35 (0.75 %) Net Assets (Cr) ₹217 on 28 Feb 26 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio 0.59 Information Ratio 0.22 Alpha Ratio -4.18 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 16 Apr 26 Duration Returns 1 Month 7.2% 3 Month -4.6% 6 Month -6.7% 1 Year 4.3% 3 Year 17.9% 5 Year 15.2% 10 Year 15 Year Since launch 8.9% 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 Data below for JM Tax Gain Fund as on 28 Feb 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 (16 Apr 26) ₹162.39 ↑ 1.56 (0.97 %) 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 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 26 Duration Returns 1 Month 7.3% 3 Month 2.6% 6 Month 1.5% 1 Year 9.4% 3 Year 17.6% 5 Year 15.4% 10 Year 15 Year Since launch 17.7% 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 Data below for BOI AXA Tax Advantage Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Baroda Pioneer ELSS 96
Baroda Pioneer ELSS 96
Growth Launch Date 2 Mar 15 NAV (11 Mar 22) ₹68.6676 ↑ 0.33 (0.48 %) Net Assets (Cr) ₹210 on 31 Jan 22 Category Equity - ELSS AMC Baroda Pioneer Asset Management Co. Ltd. Rating Risk Moderately High Expense Ratio 2.55 Sharpe Ratio 2.51 Information Ratio -0.09 Alpha Ratio 5.69 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Baroda Pioneer ELSS 96
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 26 Duration Returns 1 Month -3.9% 3 Month -6.1% 6 Month -3.5% 1 Year 17.6% 3 Year 16.7% 5 Year 11.6% 10 Year 15 Year Since launch 8.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Baroda Pioneer ELSS 96
Name Since Tenure Data below for Baroda Pioneer ELSS 96 as on 31 Jan 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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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Research Highlights for Motilal Oswal Long Term Equity Fund