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- 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 કરો અને રોકાણ પર 3 વર્ષનું લોક-ઇન રાખો.
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To deliver the benefit of investment in a portfolio of equity shares, while offering
deduction on such investment made in the scheme under section 80C of the
Income-tax Act, 1961. It also seeks to distribute income periodically depending
on distributable surplus. Investments in this scheme would be subject to a
statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits. Research Highlights for SBI Magnum Tax Gain Fund Below is the key information for SBI Magnum Tax Gain Fund Returns up to 1 year are on (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. Research Highlights for Motilal Oswal Long Term Equity Fund Below is the key information for Motilal Oswal Long Term Equity Fund Returns up to 1 year are on The fund plans to provide long term growth of capital. Research Highlights for HDFC Tax Saver Fund Below is the key information for HDFC Tax Saver 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 સંપત્તિ >= 100 કરોડ & પર છટણી કરેલ3 વર્ષCAGR પરત.1. SBI Magnum Tax Gain Fund
SBI Magnum Tax Gain Fund
Growth Launch Date 7 May 07 NAV (27 Jan 26) ₹435.726 ↑ 1.62 (0.37 %) Net Assets (Cr) ₹32,609 on 31 Dec 25 Category Equity - ELSS AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio 0.1 Information Ratio 1.95 Alpha Ratio -0.86 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for SBI Magnum Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -3.2% 3 Month -2.8% 6 Month -0.3% 1 Year 8.3% 3 Year 23.3% 5 Year 20.2% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.6% 2023 27.7% 2022 40% 2021 6.9% 2020 31% 2019 18.9% 2018 4% 2017 -8.3% 2016 33% 2015 2.1% Fund Manager information for SBI Magnum Tax Gain Fund
Name Since Tenure Data below for SBI Magnum Tax Gain Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Motilal Oswal Long Term Equity Fund
Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (27 Jan 26) ₹47.0272 ↑ 0.03 (0.07 %) Net Assets (Cr) ₹4,341 on 31 Dec 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.43 Information Ratio 0.53 Alpha Ratio -16.15 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 Jan 26 Duration Returns 1 Month -7.6% 3 Month -11.5% 6 Month -10.7% 1 Year 2.6% 3 Year 21.2% 5 Year 18% 10 Year 15 Year Since launch 15.1% 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 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. HDFC Tax Saver Fund
HDFC Tax Saver Fund
Growth Launch Date 31 Mar 96 NAV (27 Jan 26) ₹1,415.4 ↑ 9.77 (0.70 %) Net Assets (Cr) ₹17,163 on 31 Dec 25 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 0.41 Information Ratio 1.27 Alpha Ratio 2.58 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for HDFC Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -2.3% 3 Month -3.6% 6 Month 0.8% 1 Year 12.6% 3 Year 20.9% 5 Year 20.6% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 10.3% 2023 21.3% 2022 33.2% 2021 10.5% 2020 35.3% 2019 5.8% 2018 3.7% 2017 -10.9% 2016 38.7% 2015 7.6% Fund Manager information for HDFC Tax Saver Fund
Name Since Tenure Data below for HDFC Tax Saver Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. 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 27 Jan 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 5. 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 27 Jan 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
Nice article