+91-22-489139094 શ્રેષ્ઠ કર બચત ELSS મ્યુચ્યુઅલ ફંડ નાણાકીય વર્ષ 22 - 23
ELSS (ઇક્વિટી લિંક્ડ સેવિંગ સ્કીમ) શ્રેષ્ઠ ટેક્સ-બચત વિકલ્પોમાંથી એક છે જે તમને ઘણા પૈસા બચાવવામાં મદદ કરે છે.આવક વેરો કમાણી સાથેપાટનગર રોકાણ પર પ્રશંસા.
ટેક્સ સેવિંગ ELSS ફંડ્સ INR 1,50 સુધીની કર મુક્તિને મંજૂરી આપે છે,000 હેઠળકલમ 80C નાઆવક ટેક્સ એક્ટ. તેથી, દ્વારારોકાણ આ કર બચતમાંમ્યુચ્યુઅલ ફંડ, 30% ના ઉચ્ચતમ ટેક્સ બ્રેકેટમાં રોકાણકારો પણ સારા વળતરની સાથે ચોક્કસ નાણાકીય વર્ષ માટે લગભગ INR 46,000 ની કર મુક્તિ મેળવી શકે છે.
ELSS છેબજાર-લિંક્ડ રોકાણો, તમને આ ફંડ્સમાં સમજદારીપૂર્વક રોકાણ કરવાનું સૂચન કરવામાં આવે છે જેથી કરીને લાંબા ગાળાના નુકસાન અને જોખમોને ટાળી શકાય.
નાણાકીય વર્ષ 22 - 23 માં ELSS ફંડમાં રોકાણ કરવાના લાભો
- ELSS મ્યુચ્યુઅલ ફંડ્સ INR 1,50,000 સુધીની કર મુક્તિ આપે છે.
- વળતર અન્ય દ્વારા ઓફર કરવામાં આવતા વળતર કરતાં ઘણું વધારે છેકર બચત રોકાણ વિકલ્પો
- ELSS પાસે 3 વર્ષનો સૌથી ટૂંકો લોક-ઇન સમયગાળો છે, જે અન્ય કર બચત રોકાણો કરતાં તુલનાત્મક રીતે ઘણો ઓછો છે.
- ELSS ફંડ્સ દ્વારા રોકાણ કરવાનો વિકલ્પ આપે છેSIP, જેથી રોકાણકારો માસિક નાની રકમનું રોકાણ કરીને સરળતાથી તેમના ELSS રોકાણનું સંચાલન કરી શકે છે.
ઉપરોક્ત તમામ પરિબળો ELSS ને શ્રેષ્ઠ કર બચત વિકલ્પોમાંથી એક બનાવે છે.
જો તમે રોકાણ કરવાનું વિચારી રહ્યા છો, તો SIP (સિસ્ટમેટિકરોકાણ યોજના) એક છેનાણાંનું રોકાણ કરવાની શ્રેષ્ઠ રીતો ELSS માં. નિયમિત રોકાણની આદત તમારા પોર્ટફોલિયોને શિસ્તબદ્ધ અને સંતુલિત રાખે છે. ઉપરાંત, ટેક્સ કેલેન્ડરની છેલ્લી ક્ષણે એકસાથે નાણાંની વ્યવસ્થા કરવાની ઝંઝટ દૂર થાય છે. SIP માં, તમે રોકાણની રકમ નક્કી કરી શકો છો, જે રૂ. જેટલી ઓછી હોઈ શકે છે. 500, અને તે તારીખ જ્યાં તમારા પૈસા તમારામાંથી ઓટો-કપાત કરવામાં આવશેબેંક ELSS ફંડમાં ખાતું.
Talk to our investment specialist
ELSS ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?
Fincash.com પર આજીવન માટે મફત રોકાણ ખાતું ખોલો.
તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો
દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!
ટોચના 4 શ્રેષ્ઠ પ્રદર્શન કર બચત ELSS મ્યુચ્યુઅલ ફંડ્સ
To generate long-term capital appreciation through investments made primarily in equity and equity related securities of companies. Below is the key information for ICICI Prudential Long Term Equity Fund (Tax Saving) Returns up to 1 year are on (ELSS Scheme) Seeking to provide long term capital appreciation by predominantly investing in equities and to facilitate the subscribers to seek tax benefits as provided under Section 80 C of the Income Tax Act, 1961. However, there can be no assurance that the investment objective of
the scheme will be realized. Research Highlights for Canara Robeco Equity Tax Saver Below is the key information for Canara Robeco Equity Tax Saver 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 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 Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Since launch (%) ICICI Prudential Long Term Equity Fund (Tax Saving) Growth ₹839.9
↓ -0.04 ₹14,353 -12.7 -9.9 -2.7 13.3 11.8 9.9 18.1 Canara Robeco Equity Tax Saver Growth ₹157.67
↓ -0.01 ₹8,800 -12.2 -9.1 -2.2 11.8 10.8 5.3 17.4 BOI AXA Tax Advantage Fund Growth ₹146.08
↓ -0.01 ₹1,384 -9.2 -7 -2.5 14.6 13.2 -3.5 17 Bandhan Tax Advantage (ELSS) Fund Growth ₹137.744
↓ -0.01 ₹7,056 -13.4 -8.1 -2.5 11.8 13 8 16.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 26 Research Highlights & Commentary of 4 Funds showcased
Commentary ICICI Prudential Long Term Equity Fund (Tax Saving) Canara Robeco Equity Tax Saver BOI AXA Tax Advantage Fund Bandhan Tax Advantage (ELSS) Fund Point 1 Highest AUM (₹14,353 Cr). Upper mid AUM (₹8,800 Cr). Bottom quartile AUM (₹1,384 Cr). Lower mid AUM (₹7,056 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (17+ yrs). Established history (17+ yrs). Established history (17+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 11.77% (lower mid). 5Y return: 10.81% (bottom quartile). 5Y return: 13.22% (top quartile). 5Y return: 13.02% (upper mid). Point 6 3Y return: 13.29% (upper mid). 3Y return: 11.76% (lower mid). 3Y return: 14.61% (top quartile). 3Y return: 11.75% (bottom quartile). Point 7 1Y return: -2.71% (bottom quartile). 1Y return: -2.16% (top quartile). 1Y return: -2.47% (upper mid). 1Y return: -2.49% (lower mid). Point 8 Alpha: 0.75 (upper mid). Alpha: 0.96 (top quartile). Alpha: 0.34 (lower mid). Alpha: -0.03 (bottom quartile). Point 9 Sharpe: 1.06 (upper mid). Sharpe: 1.08 (top quartile). Sharpe: 0.92 (bottom quartile). Sharpe: 0.99 (lower mid). Point 10 Information ratio: -0.17 (upper mid). Information ratio: -0.68 (bottom quartile). Information ratio: 0.10 (top quartile). Information ratio: -0.45 (lower mid). ICICI Prudential Long Term Equity Fund (Tax Saving)
Canara Robeco Equity Tax Saver
BOI AXA Tax Advantage Fund
Bandhan Tax Advantage (ELSS) Fund
100 કરોડ લૉન્ચ/પ્રારંભથી વાર્ષિક વળતર પર ક્રમાંકિત.1. ICICI Prudential Long Term Equity Fund (Tax Saving)
ICICI Prudential Long Term Equity Fund (Tax Saving)
Growth Launch Date 19 Aug 99 NAV (31 Mar 26) ₹839.9 ↓ -0.04 (0.00 %) Net Assets (Cr) ₹14,353 on 28 Feb 26 Category Equity - ELSS AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 1.06 Information Ratio -0.17 Alpha Ratio 0.75 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,333 31 Mar 23 ₹11,998 31 Mar 24 ₹16,529 31 Mar 25 ₹17,932 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 31 Mar 26 Duration Returns 1 Month -10.4% 3 Month -12.7% 6 Month -9.9% 1 Year -2.7% 3 Year 13.3% 5 Year 11.8% Since launch 18.1% 10 Year 15 Year Historical performance (Yearly) on absolute basis
Year Returns 2024 9.9% 2023 16.4% 2022 23.2% 2021 2.3% 2020 33.7% 2019 13.6% 2018 8.8% 2017 0.5% 2016 26% 2015 3.9% Fund Manager information for ICICI Prudential Long Term Equity Fund (Tax Saving)
Name Since Tenure Mittul Kalawadia 18 Sep 23 2.45 Yr. Priyanka Khandelwal 2 Mar 26 0 Yr. Sharmila D'Silva 31 Jul 22 3.58 Yr. Data below for ICICI Prudential Long Term Equity Fund (Tax Saving) as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 28.76% Consumer Cyclical 17.51% Health Care 11.62% Industrials 8.86% Energy 7.14% Consumer Defensive 5.76% Utility 4.56% Basic Materials 4.47% Technology 3.97% Communication Services 3.83% Real Estate 1.35% Asset Allocation
Asset Class Value Cash 2.04% Equity 97.91% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK8% ₹1,112 Cr 8,065,055
↓ -306,923 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 17 | SUNPHARMA6% ₹919 Cr 5,292,223 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK6% ₹919 Cr 10,347,868 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | AXISBANK6% ₹884 Cr 6,388,192 Reliance Industries Ltd (Energy)
Equity, Since 31 May 20 | RELIANCE5% ₹769 Cr 5,513,578 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 18 | LT5% ₹701 Cr 1,638,689 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 29 Feb 20 | DMART5% ₹648 Cr 1,683,535 NTPC Ltd (Utilities)
Equity, Since 31 Oct 23 | NTPC4% ₹633 Cr 16,584,515
↓ -1,003,775 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | TVSMOTOR4% ₹607 Cr 1,567,366 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | MARUTI4% ₹552 Cr 371,642 2. Canara Robeco Equity Tax Saver
Canara Robeco Equity Tax Saver
Growth Launch Date 2 Feb 09 NAV (31 Mar 26) ₹157.67 ↓ -0.01 (-0.01 %) Net Assets (Cr) ₹8,800 on 28 Feb 26 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 1.08 Information Ratio -0.68 Alpha Ratio 0.96 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,029 31 Mar 23 ₹11,965 31 Mar 24 ₹15,957 31 Mar 25 ₹17,073 Returns for Canara Robeco Equity Tax Saver
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 26 Duration Returns 1 Month -10.9% 3 Month -12.2% 6 Month -9.1% 1 Year -2.2% 3 Year 11.8% 5 Year 10.8% Since launch 17.4% 10 Year 15 Year Historical performance (Yearly) on absolute basis
Year Returns 2024 5.3% 2023 17.5% 2022 23.7% 2021 -0.2% 2020 35.1% 2019 27.4% 2018 10.7% 2017 2.7% 2016 32% 2015 0% Fund Manager information for Canara Robeco Equity Tax Saver
Name Since Tenure Vishal Mishra 26 Jun 21 4.68 Yr. Shridatta Bhandwaldar 1 Oct 19 6.42 Yr. Data below for Canara Robeco Equity Tax Saver as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 30.49% Consumer Cyclical 15.2% Industrials 13.73% Health Care 6.32% Consumer Defensive 6.05% Basic Materials 5.77% Technology 5.62% Energy 5.24% Communication Services 3.8% Utility 2.94% Real Estate 2.24% Asset Allocation
Asset Class Value Cash 2.58% Equity 97.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK7% ₹633 Cr 7,125,168 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK7% ₹594 Cr 4,311,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE4% ₹350 Cr 2,512,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN4% ₹332 Cr 2,765,000
↓ -235,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹301 Cr 704,369 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY3% ₹284 Cr 2,181,159 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL3% ₹274 Cr 1,460,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | AXISBANK3% ₹243 Cr 1,753,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | BAJFINANCE3% ₹232 Cr 2,329,500 GE Vernova T&D India Ltd (Industrials)
Equity, Since 29 Feb 24 | GVT&D2% ₹203 Cr 527,162
↓ -32,761 3. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (31 Mar 26) ₹146.08 ↓ -0.01 (-0.01 %) 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 31 Mar 21 ₹10,000 31 Mar 22 ₹12,399 31 Mar 23 ₹12,357 31 Mar 24 ₹19,093 31 Mar 25 ₹19,073 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 26 Duration Returns 1 Month -8.8% 3 Month -9.2% 6 Month -7% 1 Year -2.5% 3 Year 14.6% 5 Year 13.2% Since launch 17% 10 Year 15 Year 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 Alok Singh 27 Apr 22 3.84 Yr. Data below for BOI AXA Tax Advantage Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 22.16% Industrials 16.61% Basic Materials 10.05% Consumer Cyclical 7.27% Consumer Defensive 7.16% Utility 5.51% Technology 3.94% Communication Services 3.19% Energy 2.27% Health Care 1.86% Real Estate 0.11% Asset Allocation
Asset Class Value Cash 18.39% Equity 80.13% Debt 1.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN4% ₹56 Cr 470,000
↓ -194,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK3% ₹46 Cr 335,000
↓ -20,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK3% ₹45 Cr 510,000
↑ 72,468 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL3% ₹44 Cr 235,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | ITC3% ₹42 Cr 1,340,000
↑ 220,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL3% ₹41 Cr 105,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | NTPC3% ₹36 Cr 955,000 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 23 | COROMANDEL3% ₹35 Cr 157,000 HEG Ltd (Industrials)
Equity, Since 31 Dec 22 | HEG2% ₹34 Cr 580,000 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Apr 25 | ADANIPORTS2% ₹33 Cr 214,000 4. Bandhan Tax Advantage (ELSS) Fund
Bandhan Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (31 Mar 26) ₹137.744 ↓ -0.01 (0.00 %) Net Assets (Cr) ₹7,056 on 28 Feb 26 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 0.99 Information Ratio -0.45 Alpha Ratio -0.03 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹13,119 31 Mar 23 ₹13,213 31 Mar 24 ₹18,398 31 Mar 25 ₹18,911 Returns for Bandhan Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 26 Duration Returns 1 Month -10.6% 3 Month -13.4% 6 Month -8.1% 1 Year -2.5% 3 Year 11.8% 5 Year 13% Since launch 16.4% 10 Year 15 Year Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 13.1% 2022 28.3% 2021 4.2% 2020 49.2% 2019 18.7% 2018 1.9% 2017 -9.4% 2016 53.4% 2015 0.4% Fund Manager information for Bandhan Tax Advantage (ELSS) Fund
Name Since Tenure Daylynn Pinto 20 Oct 16 9.36 Yr. Ritika Behera 7 Oct 23 2.4 Yr. Gaurav Satra 10 Jun 24 1.72 Yr. Data below for Bandhan Tax Advantage (ELSS) Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 33.81% Consumer Cyclical 9.68% Basic Materials 8.62% Consumer Defensive 8.33% Technology 8.14% Energy 7.71% Health Care 6.21% Industrials 5.01% Communication Services 2.61% Utility 2.55% Real Estate 1.95% Asset Allocation
Asset Class Value Cash 5.38% Equity 94.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK8% ₹542 Cr 6,100,000
↑ 100,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE7% ₹460 Cr 3,300,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK5% ₹372 Cr 2,700,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK5% ₹328 Cr 7,900,000
↑ 400,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS3% ₹224 Cr 850,000
↓ -250,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | AXISBANK3% ₹208 Cr 1,500,000 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JINDALSTEL2% ₹168 Cr 1,350,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN2% ₹162 Cr 1,350,000
↓ -350,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL2% ₹151 Cr 801,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | MARUTI2% ₹149 Cr 100,000
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.
You Might Also Like
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2026 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for ICICI Prudential Long Term Equity Fund (Tax Saving)