+91-22-489139098 શ્રેષ્ઠ ELSS ટેક્સ સેવિંગ મ્યુચ્યુઅલ ફંડ્સ 2022
નાણાકીય વર્ષ પૂરા થવા સાથે, તે તમારી શરૂઆત કરવાનો સમય છેટેક્સ પ્લાનિંગ. ભારતમાં ટેક્સ બચતના ઘણા વિકલ્પો સાથે,ELSS શ્રેષ્ઠ છે કારણ કે તેઓ કર બચત ઉપરાંત લાભો ઓફર કરે છે.
ELSS અથવા ઇક્વિટી લિંક્ડ સેવિંગ સ્કીમ્સ 3 વર્ષના લોક-ઇન સમયગાળા સાથે આવે છે, જે અન્ય તમામ ટેક્સ બચતની સરખામણીમાં સૌથી ટૂંકી હોલ્ડિંગ છે. દ્વારારોકાણ ELSS માં, વ્યક્તિ INR 1,50 સુધીની કપાત મેળવી શકે છે,000 તેમના કરપાત્રમાંથીઆવક મુજબકલમ 80C નાઆવક વેરો એક્ટ. જેમ કે, ELSS ફંડ ઇક્વિટી અને સંબંધિત ઉત્પાદનોમાં રોકાણ કરવામાં આવતા ફંડના મોટા ભાગ સાથે ઇક્વિટી વૈવિધ્યસભર છે, તેઓ ઇક્વિટી વળતર પણ આપે છે. આનો અર્થ એ છે કે રોકાણકારો તેમના રોકાણ પર ઇક્વિટી વળતર પણ મેળવી શકે છે.
આ સ્કીમની કેટલીક અન્ય મહત્વની વિશેષતાઓ જોઈએ તે પહેલાં, ચાલો શ્રેષ્ઠ ELSS ટેક્સ બચત તપાસીએમ્યુચ્યુઅલ ફંડ 2022 - 2023 માટે.
ટેક્સ બચત માટે ELSS શા માટે પસંદ કરો?
ELSS ના અન્ય મુખ્ય ફાયદાઓ છે:
ટેક્સ ફ્રી રિટર્ન
બજેટ 2018 મુજબ, ELSS લાંબા ગાળા માટે આકર્ષિત થશેપાટનગર ગેન્સ (LTCG). રોકાણકારો પર લાંબા ગાળા માટે 10% (કોઈ ઇન્ડેક્સેશન વિના) ટેક્સ લાગશેમૂડી લાભ કર INR 1 લાખ સુધીના લાભો કરમુક્ત છે. INR 1 લાખથી વધુના નફા પર 10% ટેક્સ લાગુ થાય છે.
ન્યૂનતમ રોકાણની રકમ
એ લઈનેSIP રૂટ, રોકાણકારો INR 500 જેટલી ઓછી રકમનું રોકાણ કરી શકે છે. આ વ્યક્તિને પરવાનગી આપે છેનાણાં બચાવવા એક સામટી રકમને બદલે દર મહિને.
ઇક્વિટી રિટર્ન્સ
આ મ્યુચ્યુઅલ ફંડ ઇક્વિટી-સંબંધિત સાધનોમાં રોકાણ કરે છે, તેથી તમે જે નાણાંનું રોકાણ કરો છો તે સ્ટોક તરીકે વધે છેબજાર વધે. તેથી, ELSS ફંડ્સમાં નફો વધારે છે.
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શ્રેષ્ઠ પ્રદર્શન કરનાર ELSS ટેક્સ સેવિંગ મ્યુચ્યુઅલ ફંડ નાણાકીય વર્ષ 22 - 23
Fund NAV Net Assets (Cr) Rating 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹52.0557
↓ -0.28 ₹4,515 4.4 2.7 -0.9 23.7 22.7 47.7 Bandhan Tax Advantage (ELSS) Fund Growth ₹158.5
↓ -0.18 ₹7,215 ☆☆☆☆☆ 5.6 5.7 6.3 15.5 21.4 13.1 Franklin India Taxshield Growth ₹1,514.6
↓ -2.59 ₹6,788 ☆☆ 3.9 3.5 2.9 17.6 20.5 22.4 JM Tax Gain Fund Growth ₹50.8839
↓ -0.04 ₹224 ☆☆☆ 5.5 9.1 3.5 20.2 20.1 29 ICICI Prudential Long Term Equity Fund (Tax Saving) Growth ₹972.46
↓ -0.68 ₹14,844 ☆☆ 4.2 6.3 8.9 16.2 18.8 16.4 BOI AXA Tax Advantage Fund Growth ₹161.6
↓ -0.17 ₹1,417 ☆☆☆ 3.5 1.7 -4 16.3 18.8 21.6 Mahindra Mutual Fund Kar Bachat Yojana Growth ₹29.4398
↑ 0.03 ₹970 3.9 4.1 6.7 14.4 18.8 12.3 Kotak Tax Saver Fund Growth ₹118.505
↑ 0.01 ₹6,449 ☆☆☆ 4 3.7 2.4 15.4 18.6 21.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25 Research Highlights & Commentary of 8 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund Bandhan Tax Advantage (ELSS) Fund Franklin India Taxshield JM Tax Gain Fund ICICI Prudential Long Term Equity Fund (Tax Saving) BOI AXA Tax Advantage Fund Mahindra Mutual Fund Kar Bachat Yojana Kotak Tax Saver Fund Point 1 Lower mid AUM (₹4,515 Cr). Top quartile AUM (₹7,215 Cr). Upper mid AUM (₹6,788 Cr). Bottom quartile AUM (₹224 Cr). Highest AUM (₹14,844 Cr). Lower mid AUM (₹1,417 Cr). Bottom quartile AUM (₹970 Cr). Upper mid AUM (₹6,449 Cr). Point 2 Established history (10+ yrs). Established history (16+ yrs). Oldest track record among peers (26 yrs). Established history (17+ yrs). Established history (26+ yrs). Established history (16+ yrs). Established history (9+ yrs). Established history (20+ yrs). Point 3 Not Rated. Top rated. Rating: 2★ (lower mid). Rating: 3★ (top quartile). Rating: 2★ (lower mid). Rating: 3★ (upper mid). Not Rated. Rating: 3★ (upper mid). 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. Point 5 5Y return: 22.74% (top quartile). 5Y return: 21.41% (top quartile). 5Y return: 20.46% (upper mid). 5Y return: 20.06% (upper mid). 5Y return: 18.80% (lower mid). 5Y return: 18.78% (lower mid). 5Y return: 18.76% (bottom quartile). 5Y return: 18.63% (bottom quartile). Point 6 3Y return: 23.69% (top quartile). 3Y return: 15.49% (lower mid). 3Y return: 17.64% (upper mid). 3Y return: 20.16% (top quartile). 3Y return: 16.21% (lower mid). 3Y return: 16.28% (upper mid). 3Y return: 14.44% (bottom quartile). 3Y return: 15.40% (bottom quartile). Point 7 1Y return: -0.91% (bottom quartile). 1Y return: 6.35% (upper mid). 1Y return: 2.94% (lower mid). 1Y return: 3.48% (upper mid). 1Y return: 8.86% (top quartile). 1Y return: -4.02% (bottom quartile). 1Y return: 6.69% (top quartile). 1Y return: 2.42% (lower mid). Point 8 Alpha: -2.71 (lower mid). Alpha: -1.66 (upper mid). Alpha: -1.98 (upper mid). Alpha: -3.62 (lower mid). Alpha: 0.64 (top quartile). Alpha: -7.70 (bottom quartile). Alpha: -0.49 (top quartile). Alpha: -3.83 (bottom quartile). Point 9 Sharpe: -0.08 (upper mid). Sharpe: -0.14 (lower mid). Sharpe: -0.12 (upper mid). Sharpe: -0.23 (bottom quartile). Sharpe: 0.07 (top quartile). Sharpe: -0.37 (bottom quartile). Sharpe: -0.02 (top quartile). Sharpe: -0.23 (lower mid). Point 10 Information ratio: 0.75 (top quartile). Information ratio: -0.27 (bottom quartile). Information ratio: 0.58 (upper mid). Information ratio: 0.71 (top quartile). Information ratio: -0.12 (lower mid). Information ratio: 0.10 (upper mid). Information ratio: -0.62 (bottom quartile). Information ratio: -0.26 (lower mid). Motilal Oswal Long Term Equity Fund
Bandhan Tax Advantage (ELSS) Fund
Franklin India Taxshield
JM Tax Gain Fund
ICICI Prudential Long Term Equity Fund (Tax Saving)
BOI AXA Tax Advantage Fund
Mahindra Mutual Fund Kar Bachat Yojana
Kotak Tax Saver Fund
*ઉપર ELSS ની યાદી છે -ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ વચ્ચે ચોખ્ખી સંપત્તિ ધરાવે છે100 - 15000 કરોડ અને છેલ્લા 3 વર્ષથી સંપત્તિનું સંચાલન. છેલ્લા 5 વર્ષના રિટર્ન પર ક્રમાંકિતવાર્ષિક/CAGR આધાર.
ELSS ફંડમાં કોણ રોકાણ કરી શકે છે?
સામાન્ય રીતે, ELSS મ્યુચ્યુઅલ ફંડ એવા તમામ પ્રકારના રોકાણકારો માટે યોગ્ય છે જેઓ કર આયોજન અને નાણાં બચાવવા માટે બજાર સાથે જોડાયેલા જોખમો લેવા તૈયાર હોય છે. 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.
તેથી, કર બચાવો અને એક જ સમયે રોકાણ કરીને સારું વળતર મેળવોશ્રેષ્ઠ elss ફંડ્સ. રોકાણકારોએ જાણવું જોઈએ કે ELSS ફંડમાં રોકાણ કરેલી રકમ 3 વર્ષ માટે લૉક છે.
રોકાણકારો ELSS મ્યુચ્યુઅલ ફંડમાં SIP (સિસ્ટમેટિક) ના એકમ (એક સમય) તરીકે રોકાણ કરી શકે છેરોકાણ 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.
(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 investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related securities. There can be no assurance that the investment objective of the scheme will be realised. Research Highlights for Bandhan Tax Advantage (ELSS) Fund Below is the key information for Bandhan Tax Advantage (ELSS) Fund Returns up to 1 year are on The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate Research Highlights for Franklin India Taxshield Below is the key information for Franklin India Taxshield 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 To generate long-term capital appreciation through investments made primarily in equity and equity related securities of companies. Research Highlights for ICICI Prudential Long Term Equity Fund (Tax Saving) Below is the key information for ICICI Prudential Long Term Equity Fund (Tax Saving) 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 appreciation through a diversified portfolio of equity and equity related securities. The Scheme does not guarantee or assure any returns. Research Highlights for Mahindra Mutual Fund Kar Bachat Yojana Below is the key information for Mahindra Mutual Fund Kar Bachat Yojana Returns up to 1 year are on The investment objective of the scheme is to generate longterm capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time. Research Highlights for Kotak Tax Saver Fund Below is the key information for Kotak Tax Saver Fund 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 (27 Nov 25) ₹52.0557 ↓ -0.28 (-0.54 %) Net Assets (Cr) ₹4,515 on 31 Oct 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.08 Information Ratio 0.75 Alpha Ratio -2.71 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 27 Nov 25 Duration Returns 1 Month -0.8% 3 Month 4.4% 6 Month 2.7% 1 Year -0.9% 3 Year 23.7% 5 Year 22.7% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 47.7% 2023 37% 2022 1.8% 2021 32.1% 2020 8.8% 2019 13.2% 2018 -8.7% 2017 44% 2016 12.5% 2015 Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Data below for Motilal Oswal Long Term Equity Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Bandhan Tax Advantage (ELSS) Fund
Bandhan Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (27 Nov 25) ₹158.5 ↓ -0.18 (-0.11 %) Net Assets (Cr) ₹7,215 on 31 Oct 25 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio -0.14 Information Ratio -0.27 Alpha Ratio -1.66 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Bandhan Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 1.8% 3 Month 5.6% 6 Month 5.7% 1 Year 6.3% 3 Year 15.5% 5 Year 21.4% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.1% 2023 28.3% 2022 4.2% 2021 49.2% 2020 18.7% 2019 1.9% 2018 -9.4% 2017 53.4% 2016 0.4% 2015 6.9% Fund Manager information for Bandhan Tax Advantage (ELSS) Fund
Name Since Tenure Data below for Bandhan Tax Advantage (ELSS) Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Franklin India Taxshield
Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (27 Nov 25) ₹1,514.6 ↓ -2.59 (-0.17 %) Net Assets (Cr) ₹6,788 on 31 Oct 25 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.13 Information Ratio 0.58 Alpha Ratio -1.98 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 0% 3 Month 3.9% 6 Month 3.5% 1 Year 2.9% 3 Year 17.6% 5 Year 20.5% 10 Year 15 Year Since launch 20.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.4% 2023 31.2% 2022 5.4% 2021 36.7% 2020 9.8% 2019 5.1% 2018 -3% 2017 29.1% 2016 4.7% 2015 4% Fund Manager information for Franklin India Taxshield
Name Since Tenure Data below for Franklin India Taxshield as on 31 Oct 25
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 (27 Nov 25) ₹50.8839 ↓ -0.04 (-0.08 %) Net Assets (Cr) ₹224 on 31 Oct 25 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.23 Information Ratio 0.71 Alpha Ratio -3.62 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 27 Nov 25 Duration Returns 1 Month 0.8% 3 Month 5.5% 6 Month 9.1% 1 Year 3.5% 3 Year 20.2% 5 Year 20.1% 10 Year 15 Year Since launch 9.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -0.6% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Data below for JM Tax Gain Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. ICICI Prudential Long Term Equity Fund (Tax Saving)
ICICI Prudential Long Term Equity Fund (Tax Saving)
Growth Launch Date 19 Aug 99 NAV (27 Nov 25) ₹972.46 ↓ -0.68 (-0.07 %) Net Assets (Cr) ₹14,844 on 31 Oct 25 Category Equity - ELSS AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.07 Information Ratio -0.12 Alpha Ratio 0.64 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for ICICI Prudential Long Term Equity Fund (Tax Saving)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 0.3% 3 Month 4.2% 6 Month 6.3% 1 Year 8.9% 3 Year 16.2% 5 Year 18.8% 10 Year 15 Year Since launch 19% Historical performance (Yearly) on absolute basis
Year Returns 2024 16.4% 2023 23.2% 2022 2.3% 2021 33.7% 2020 13.6% 2019 8.8% 2018 0.5% 2017 26% 2016 3.9% 2015 4.3% Fund Manager information for ICICI Prudential Long Term Equity Fund (Tax Saving)
Name Since Tenure Data below for ICICI Prudential Long Term Equity Fund (Tax Saving) as on 31 Oct 25
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 (27 Nov 25) ₹161.6 ↓ -0.17 (-0.11 %) Net Assets (Cr) ₹1,417 on 31 Oct 25 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.37 Information Ratio 0.1 Alpha Ratio -7.7 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 27 Nov 25 Duration Returns 1 Month -0.4% 3 Month 3.5% 6 Month 1.7% 1 Year -4% 3 Year 16.3% 5 Year 18.8% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 2.1% Fund Manager information for BOI AXA Tax Advantage Fund
Name Since Tenure Data below for BOI AXA Tax Advantage Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Mahindra Mutual Fund Kar Bachat Yojana
Mahindra Mutual Fund Kar Bachat Yojana
Growth Launch Date 18 Oct 16 NAV (27 Nov 25) ₹29.4398 ↑ 0.03 (0.10 %) Net Assets (Cr) ₹970 on 31 Oct 25 Category Equity - ELSS AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 2.17 Sharpe Ratio -0.02 Information Ratio -0.62 Alpha Ratio -0.49 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Mahindra Mutual Fund Kar Bachat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 0.9% 3 Month 3.9% 6 Month 4.1% 1 Year 6.7% 3 Year 14.4% 5 Year 18.8% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.3% 2023 25.8% 2022 2% 2021 39.4% 2020 14.1% 2019 4.5% 2018 -9.8% 2017 24.8% 2016 2015 Fund Manager information for Mahindra Mutual Fund Kar Bachat Yojana
Name Since Tenure Data below for Mahindra Mutual Fund Kar Bachat Yojana as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Kotak Tax Saver Fund
Kotak Tax Saver Fund
Growth Launch Date 23 Nov 05 NAV (27 Nov 25) ₹118.505 ↑ 0.01 (0.00 %) Net Assets (Cr) ₹6,449 on 31 Oct 25 Category Equity - ELSS AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.76 Sharpe Ratio -0.23 Information Ratio -0.26 Alpha Ratio -3.83 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Kotak Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 0.9% 3 Month 4% 6 Month 3.7% 1 Year 2.4% 3 Year 15.4% 5 Year 18.6% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.8% 2023 23.6% 2022 6.9% 2021 33.2% 2020 14.9% 2019 12.7% 2018 -3.8% 2017 33.8% 2016 7.5% 2015 1.5% Fund Manager information for Kotak Tax Saver Fund
Name Since Tenure Data below for Kotak Tax Saver Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
ELSS SIP કેલ્ક્યુલેટર
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