+91-22-48913909નાણાકીય વર્ષ 22 - 23 માટે ટોચના 5 શ્રેષ્ઠ ટેક્સ સેવિંગ ELSS મ્યુચ્યુઅલ ફંડ્સ
શ્રેષ્ઠ elss ફંડ્સ અથવા ઇક્વિટી લિંક્ડ સેવિંગ્સ સ્કીમ્સ (ટેક્સ સેવિંગ) ઇક્વિટી ડાઇવર્સિફાઇડ છેમ્યુચ્યુઅલ ફંડ જે પ્રદાન કરવા માટે મોટાભાગે ઇક્વિટી-લિંક્ડ ઇન્સ્ટ્રુમેન્ટ્સ (જેમ કે શેર અને સ્ટોક) માં રોકાણ કરે છેબજાર- લિંક કરેલ વળતર. સામાન્ય રીતે, ફંડ કોર્પસનો 80% ઇક્વિટીમાં અને બાકીનો ડેટ સાધનોમાં રોકાણ કરવામાં આવે છે.
શ્રેષ્ઠELSS 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.
જો કે, પહેલારોકાણ આ કર બચત મ્યુચ્યુઅલ ફંડ્સમાં, શ્રેષ્ઠ ELSS ફંડ્સની સૂચિ ધ્યાનમાં લેવાનું સૂચન કરવામાં આવે છે.
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નાણાકીય વર્ષ 22 - 23 માં રોકાણ કરવા માટે ટોચના 5 ELSS ફંડ્સ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 BOI AXA Tax Advantage Fund Growth ₹162
↑ 0.89 ₹1,402 -0.6 4.5 14.8 17.7 15.4 -3.5 Mahindra Mutual Fund Kar Bachat Yojana Growth ₹28.8771
↑ 0.07 ₹973 -1.5 3.4 13.5 14.5 13.8 7.5 BNP Paribas Long Term Equity Fund (ELSS) Growth ₹98.8763
↑ 0.39 ₹941 -0.5 5 16.3 19.4 13.5 4.8 Edelweiss Long Term Equity Fund Growth ₹114.23
↑ 0.32 ₹451 -1.1 5.6 16.1 16.9 13.4 6.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 22 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Long Term Advantage Fund BOI AXA Tax Advantage Fund Mahindra Mutual Fund Kar Bachat Yojana BNP Paribas Long Term Equity Fund (ELSS) Edelweiss Long Term Equity Fund Point 1 Upper mid AUM (₹1,318 Cr). Highest AUM (₹1,402 Cr). Lower mid AUM (₹973 Cr). Bottom quartile AUM (₹941 Cr). Bottom quartile AUM (₹451 Cr). Point 2 Oldest track record among peers (25 yrs). Established history (16+ yrs). Established history (9+ yrs). Established history (20+ yrs). Established history (17+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Not Rated. Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.39% (top quartile). 5Y return: 15.36% (upper mid). 5Y return: 13.84% (lower mid). 5Y return: 13.55% (bottom quartile). 5Y return: 13.42% (bottom quartile). Point 6 3Y return: 20.64% (top quartile). 3Y return: 17.73% (lower mid). 3Y return: 14.49% (bottom quartile). 3Y return: 19.45% (upper mid). 3Y return: 16.85% (bottom quartile). Point 7 1Y return: 35.51% (top quartile). 1Y return: 14.79% (bottom quartile). 1Y return: 13.46% (bottom quartile). 1Y return: 16.29% (upper mid). 1Y return: 16.13% (lower mid). Point 8 Alpha: 1.75 (top quartile). Alpha: -10.85 (bottom quartile). Alpha: -0.11 (upper mid). Alpha: -2.74 (bottom quartile). Alpha: -1.00 (lower mid). Point 9 Sharpe: 2.27 (top quartile). Sharpe: -0.36 (bottom quartile). Sharpe: 0.17 (upper mid). Sharpe: 0.00 (bottom quartile). Sharpe: 0.11 (lower mid). Point 10 Information ratio: -0.15 (bottom quartile). Information ratio: 0.01 (lower mid). Information ratio: -0.59 (bottom quartile). Information ratio: 0.63 (top quartile). Information ratio: 0.28 (upper mid). HDFC Long Term Advantage Fund
BOI AXA Tax Advantage Fund
Mahindra Mutual Fund Kar Bachat Yojana
BNP Paribas Long Term Equity Fund (ELSS)
Edelweiss Long Term Equity Fund
To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments Below is the key information for HDFC Long Term Advantage 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 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 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 (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 1. 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 31 Jan 21 ₹10,000
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 14 Jan 22 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 2. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (17 Feb 26) ₹162 ↑ 0.89 (0.55 %) Net Assets (Cr) ₹1,402 on 31 Dec 25 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.36 Information Ratio 0.01 Alpha Ratio -10.85 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jan 21 ₹10,000 31 Jan 22 ₹13,895 31 Jan 23 ₹13,855 31 Jan 24 ₹20,018 31 Jan 25 ₹21,539 31 Jan 26 ₹22,366 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month 2.3% 3 Month -0.6% 6 Month 4.5% 1 Year 14.8% 3 Year 17.7% 5 Year 15.4% 10 Year 15 Year Since launch 17.8% 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 3.77 Yr. Data below for BOI AXA Tax Advantage Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 23.83% Industrials 16.76% Basic Materials 14.44% Consumer Cyclical 7.15% Technology 5.52% Consumer Defensive 5.37% Utility 5.15% Communication Services 3.37% Energy 2.29% Health Care 1.77% Real Estate 0.12% Asset Allocation
Asset Class Value Cash 14.11% Equity 85.77% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN5% ₹72 Cr 664,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL4% ₹49 Cr 105,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹48 Cr 355,000
↓ -50,000 Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | VEDL3% ₹48 Cr 700,000
↓ -712,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL3% ₹46 Cr 235,000 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 May 24 | 5433493% ₹42 Cr 221,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK3% ₹41 Cr 437,532 Indian Bank (Financial Services)
Equity, Since 31 Aug 23 | INDIANB3% ₹38 Cr 415,000
↑ 15,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | ITC3% ₹36 Cr 1,120,000 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 23 | COROMANDEL3% ₹36 Cr 157,000 3. Mahindra Mutual Fund Kar Bachat Yojana
Mahindra Mutual Fund Kar Bachat Yojana
Growth Launch Date 18 Oct 16 NAV (17 Feb 26) ₹28.8771 ↑ 0.07 (0.25 %) Net Assets (Cr) ₹973 on 31 Dec 25 Category Equity - ELSS AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 2.17 Sharpe Ratio 0.17 Information Ratio -0.59 Alpha Ratio -0.11 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jan 21 ₹10,000 31 Jan 22 ₹13,971 31 Jan 23 ₹14,036 31 Jan 24 ₹18,426 31 Jan 25 ₹19,651 31 Jan 26 ₹21,091 Returns for Mahindra Mutual Fund Kar Bachat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month 0% 3 Month -1.5% 6 Month 3.4% 1 Year 13.5% 3 Year 14.5% 5 Year 13.8% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 2023 12.3% 2022 25.8% 2021 2% 2020 39.4% 2019 14.1% 2018 4.5% 2017 -9.8% 2016 24.8% 2015 Fund Manager information for Mahindra Mutual Fund Kar Bachat Yojana
Name Since Tenure Fatema Pacha 16 Oct 20 5.3 Yr. Data below for Mahindra Mutual Fund Kar Bachat Yojana as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 34.27% Consumer Cyclical 14.13% Technology 12.99% Industrials 6.93% Energy 6.54% Consumer Defensive 6.16% Basic Materials 5.61% Health Care 4.56% Communication Services 4.49% Utility 2.21% Real Estate 0.71% Asset Allocation
Asset Class Value Cash 1.33% Equity 98.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 19 | ICICIBANK8% ₹73 Cr 541,120 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFCBANK8% ₹72 Cr 775,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE5% ₹49 Cr 351,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 20 | INFY5% ₹47 Cr 284,439 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | AXISBANK4% ₹35 Cr 254,000
↓ -15,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS4% ₹34 Cr 109,362 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | BAJFINANCE4% ₹33 Cr 355,000
↑ 20,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 18 | LT3% ₹28 Cr 71,169
↓ -10,592 State Bank of India (Financial Services)
Equity, Since 29 Feb 24 | SBIN3% ₹27 Cr 250,000
↓ -20,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | HINDUNILVR3% ₹27 Cr 112,000 4. BNP Paribas Long Term Equity Fund (ELSS)
BNP Paribas Long Term Equity Fund (ELSS)
Growth Launch Date 5 Jan 06 NAV (17 Feb 26) ₹98.8763 ↑ 0.39 (0.40 %) Net Assets (Cr) ₹941 on 31 Dec 25 Category Equity - ELSS AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.21 Sharpe Ratio 0 Information Ratio 0.63 Alpha Ratio -2.74 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jan 21 ₹10,000 31 Jan 22 ₹12,514 31 Jan 23 ₹11,918 31 Jan 24 ₹16,230 31 Jan 25 ₹18,649 31 Jan 26 ₹20,215 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 14 Jan 22 Duration Returns 1 Month 0.4% 3 Month -0.5% 6 Month 5% 1 Year 16.3% 3 Year 19.4% 5 Year 13.5% 10 Year 15 Year Since launch 12.1% 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 Sanjay Chawla 14 Mar 22 3.89 Yr. Pratish Krishnan 14 Mar 22 3.89 Yr. Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 32.35% Consumer Cyclical 15.45% Industrials 11.56% Technology 11.49% Basic Materials 8.15% Health Care 6.35% Consumer Defensive 4.21% Energy 3.92% Communication Services 3.13% Utility 1.23% Asset Allocation
Asset Class Value Cash 2.14% Equity 97.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK7% ₹61 Cr 656,320 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | ICICIBANK5% ₹45 Cr 329,900 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE4% ₹36 Cr 255,800 State Bank of India (Financial Services)
Equity, Since 31 Mar 22 | SBIN3% ₹30 Cr 278,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 19 | BHARTIARTL3% ₹29 Cr 144,966 Infosys Ltd (Technology)
Equity, Since 29 Feb 24 | INFY3% ₹26 Cr 158,994 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT3% ₹25 Cr 62,520 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 25 | TECHM3% ₹23 Cr 134,100 Sagility Ltd (Healthcare)
Equity, Since 30 Nov 24 | SAGILITY2% ₹23 Cr 4,551,400 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | TVSMOTOR2% ₹22 Cr 60,500 5. Edelweiss Long Term Equity Fund
Edelweiss Long Term Equity Fund
Growth Launch Date 30 Dec 08 NAV (17 Feb 26) ₹114.23 ↑ 0.32 (0.28 %) Net Assets (Cr) ₹451 on 31 Dec 25 Category Equity - ELSS AMC Edelweiss Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.34 Sharpe Ratio 0.11 Information Ratio 0.28 Alpha Ratio -1 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jan 21 ₹10,000 31 Jan 22 ₹13,213 31 Jan 23 ₹12,914 31 Jan 24 ₹16,950 31 Jan 25 ₹19,096 31 Jan 26 ₹20,875 Returns for Edelweiss Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month -0.1% 3 Month -1.1% 6 Month 5.6% 1 Year 16.1% 3 Year 16.9% 5 Year 13.4% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.7% 2023 20% 2022 26.8% 2021 -0.1% 2020 30.4% 2019 13.7% 2018 9.2% 2017 -9.1% 2016 37.7% 2015 -1.1% Fund Manager information for Edelweiss Long Term Equity Fund
Name Since Tenure Ashwani Agarwalla 1 Aug 23 2.51 Yr. Trideep Bhattacharya 1 Aug 23 2.51 Yr. Raj Koradia 1 Aug 24 1.5 Yr. Data below for Edelweiss Long Term Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 36.73% Technology 11.3% Consumer Cyclical 10.8% Industrials 8.95% Health Care 6.84% Energy 6.68% Basic Materials 5.09% Consumer Defensive 3.92% Communication Services 3.76% Utility 1.97% Real Estate 1.01% Asset Allocation
Asset Class Value Cash 2.93% Equity 97.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | HDFCBANK6% ₹25 Cr 264,546 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE5% ₹22 Cr 154,769 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL4% ₹17 Cr 84,003 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK3% ₹14 Cr 102,311
↓ -7,826 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 15 | LT3% ₹13 Cr 33,431 State Bank of India (Financial Services)
Equity, Since 31 May 18 | SBIN3% ₹12 Cr 111,376
↓ -21,586 Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Dec 24 | MUTHOOTFIN2% ₹11 Cr 28,474 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Aug 24 | MCX2% ₹11 Cr 42,695 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 22 | BEL2% ₹10 Cr 219,943 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY2% ₹9 Cr 55,040
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Research Highlights for HDFC Long Term Advantage Fund