Table of Contents
- ईएलएसएस फंड में कौन निवेश कर सकता है?
- अन्य टैक्स सेविंग विकल्प?
- वित्त वर्ष 22 - 23 में निवेश के लिए शीर्ष 11 सर्वश्रेष्ठ प्रदर्शन करने वाले ईएलएसएस म्युचुअल फंड
- ईएलएसएस एसआईपी कैलकुलेटर
- ईएलएसएस में निवेश के तरीके
- बेस्ट टैक्स सेविंग ईएलएसएस फंड में निवेश करने के टिप्स
- ईएलएसएस फंड में ऑनलाइन निवेश कैसे करें?
Top 11 Equity - ELSS Funds
11 बेस्ट टैक्स सेविंग ईएलएसएस म्यूचुअल फंड 2022
बेस्ट एल्स फंड्स या इक्विटी लिंक्ड सेविंग्स स्कीम इक्विटी डायवर्सिफाइड हैंम्यूचुअल फंड्स प्रदान करने के लिए मुख्य रूप से इक्विटी से जुड़े उपकरणों (जैसे शेयर और स्टॉक) में निवेश करते हैंमंडी-लिंक्ड रिटर्न और प्रत्यक्ष कर बचाने में मददआय. आमतौर पर, फंड कॉर्पस का 80% इक्विटी में और शेष डेट इंस्ट्रूमेंट्स में निवेश किया जाता है।
ईएलएसएस फंड को टैक्स सेविंग म्यूचुअल फंड के रूप में भी जाना जाता है क्योंकि वे कर लाभ प्रदान करते हैंधारा 80सी काआयकर कार्य। इसके अलावा, ईएलएसएस म्यूचुअल फंड ओपन-एंडेड हैं, जिसका अर्थ है कि निवेशक जब चाहें इन फंडों में सदस्यता ले सकते हैं।
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ईएलएसएस फंड में कौन निवेश कर सकता है?
आम तौर पर, ईएलएसएस म्यूचुअल फंड उन सभी प्रकार के निवेशकों के लिए उपयुक्त होते हैं जो बाजार से जुड़े जोखिम लेने के इच्छुक हैंकर योजना और पैसे की बचत। कोई भी व्यक्ति अपने जीवन में किसी भी समय ईएलएसएस फंड में निवेश कर सकता है। हालांकि, अपने करियर के शुरुआती चरण में टैक्स सेविंग ईएलएसएस फंड में निवेश करने का सुझाव दिया जाता है ताकि आपका पैसा समय के साथ बढ़े और आपको बेहतर रिटर्न मिले।
इसलिए, टैक्स बचाएं और एक ही समय में अच्छा रिटर्न अर्जित करेंनिवेश सर्वश्रेष्ठ ईएलएसएस फंड में। निवेशकों को पता होना चाहिए कि ईएलएसएस फंड में निवेश की गई राशि 3 साल के लिए लॉक है।
निवेशक ईएलएसएस म्यूचुअल फंड में एकमुश्त (वन टाइम) के रूप में निवेश कर सकते हैंसिप (व्यवस्थितनिवेश योजना) शुरुआती लोगों को सलाह दी जाती है कि वे आम तौर पर एसआईपी का उपयोग करके निवेश करें क्योंकि यह उनके लिए बेहतर अनुकूल है।
अन्य टैक्स सेविंग विकल्प?
ईएलएसएस के समान धारा 80 सी के तहत अन्य विकल्पों में शामिल हैं:बीमा अधिमूल्य,टैक्स सेविंग फिक्स्ड डिपॉजिट,पीपीएफ,एनएससी,ईपीएफ, यूनिट लिंक्ड इक्विटी प्लान (ULIP) किसी को पता होना चाहिए कि धारा 80 सी के तहत बचत की सीमा 1.5 लाख प्रति वित्तीय वर्ष तक सीमित है।
वित्त वर्ष 22 - 23 में निवेश के लिए शीर्ष 11 सर्वश्रेष्ठ प्रदर्शन करने वाले ईएलएसएस म्युचुअल फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Tata India Tax Savings Fund Growth ₹43.0591
↓ -0.46 ₹4,711 3.2 2.9 0.3 14.9 19.7 19.5 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 9.7 15.1 16.9 20.8 10 BNP Paribas Long Term Equity Fund (ELSS) Growth ₹92.9304
↓ -0.86 ₹934 4.1 2.6 2.8 17 18.4 23.6 Invesco India Tax Plan Growth ₹121.47
↓ -1.32 ₹2,911 3.2 0.5 -1.1 16 18.6 25.2 Sundaram Diversified Equity Fund Growth ₹217.864
↓ -1.75 ₹1,519 3.8 5 2.7 13.3 19 12 JM Tax Gain Fund Growth ₹46.8444
↓ -0.39 ₹209 5 0.7 -4.5 19 22.8 29 BOI AXA Tax Advantage Fund Growth ₹153.77
↓ -2.15 ₹1,432 3.6 0.6 -8.6 16.8 21.6 21.6 Edelweiss Long Term Equity Fund Growth ₹106.77
↓ -1.15 ₹431 3.2 3.1 0.1 15.1 18.8 20 UTI Long Term Equity Fund Growth ₹199.068
↓ -2.20 ₹3,882 1.5 2.1 -2.7 12.1 17.9 13.9 LIC MF Tax Plan Growth ₹149.204
↓ -1.78 ₹1,143 2.1 1.6 0.7 14.6 18.7 22.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25 Research Highlights & Commentary of 11 Funds showcased
Commentary Tata India Tax Savings Fund HDFC Long Term Advantage Fund IDBI Equity Advantage Fund BNP Paribas Long Term Equity Fund (ELSS) Invesco India Tax Plan Sundaram Diversified Equity Fund JM Tax Gain Fund BOI AXA Tax Advantage Fund Edelweiss Long Term Equity Fund UTI Long Term Equity Fund LIC MF Tax Plan Point 1 Highest AUM (₹4,711 Cr). Lower mid AUM (₹1,318 Cr). Bottom quartile AUM (₹485 Cr). Lower mid AUM (₹934 Cr). Upper mid AUM (₹2,911 Cr). Upper mid AUM (₹1,519 Cr). Bottom quartile AUM (₹209 Cr). Upper mid AUM (₹1,432 Cr). Bottom quartile AUM (₹431 Cr). Top quartile AUM (₹3,882 Cr). Lower mid AUM (₹1,143 Cr). Point 2 Established history (10+ yrs). Established history (24+ yrs). Established history (11+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (25+ yrs). Established history (17+ yrs). Established history (16+ yrs). Established history (16+ yrs). Established history (25+ yrs). Oldest track record among peers (26 yrs). Point 3 Top rated. Rating: 3★ (lower mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (top quartile). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 1★ (bottom quartile). 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. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 19.75% (upper mid). 5Y return: 17.39% (bottom quartile). 5Y return: 9.97% (bottom quartile). 5Y return: 18.36% (lower mid). 5Y return: 18.60% (lower mid). 5Y return: 19.01% (upper mid). 5Y return: 22.79% (top quartile). 5Y return: 21.55% (top quartile). 5Y return: 18.82% (upper mid). 5Y return: 17.94% (bottom quartile). 5Y return: 18.70% (lower mid). Point 6 3Y return: 14.94% (lower mid). 3Y return: 20.64% (top quartile). 3Y return: 20.84% (top quartile). 3Y return: 16.98% (upper mid). 3Y return: 16.00% (lower mid). 3Y return: 13.25% (bottom quartile). 3Y return: 18.99% (upper mid). 3Y return: 16.79% (upper mid). 3Y return: 15.14% (lower mid). 3Y return: 12.09% (bottom quartile). 3Y return: 14.56% (bottom quartile). Point 7 1Y return: 0.34% (lower mid). 1Y return: 35.51% (top quartile). 1Y return: 16.92% (top quartile). 1Y return: 2.79% (upper mid). 1Y return: -1.14% (lower mid). 1Y return: 2.67% (upper mid). 1Y return: -4.50% (bottom quartile). 1Y return: -8.62% (bottom quartile). 1Y return: 0.11% (lower mid). 1Y return: -2.66% (bottom quartile). 1Y return: 0.75% (upper mid). Point 8 Alpha: -0.42 (lower mid). Alpha: 1.75 (top quartile). Alpha: 1.78 (top quartile). Alpha: 0.50 (upper mid). Alpha: 0.93 (upper mid). Alpha: -0.44 (lower mid). Alpha: -3.63 (bottom quartile). Alpha: -9.32 (bottom quartile). Alpha: -0.91 (lower mid). Alpha: -1.87 (bottom quartile). Alpha: -0.32 (upper mid). Point 9 Sharpe: -0.01 (lower mid). Sharpe: 2.27 (top quartile). Sharpe: 1.21 (top quartile). Sharpe: 0.04 (upper mid). Sharpe: 0.03 (upper mid). Sharpe: -0.02 (lower mid). Sharpe: -0.24 (bottom quartile). Sharpe: -0.47 (bottom quartile). Sharpe: -0.04 (lower mid). Sharpe: -0.11 (bottom quartile). Sharpe: -0.01 (upper mid). Point 10 Information ratio: -0.31 (lower mid). Information ratio: -0.15 (upper mid). Information ratio: -1.13 (bottom quartile). Information ratio: 0.16 (upper mid). Information ratio: 0.17 (upper mid). Information ratio: -1.14 (bottom quartile). Information ratio: 0.65 (top quartile). Information ratio: 0.31 (top quartile). Information ratio: -0.23 (lower mid). Information ratio: -0.88 (bottom quartile). Information ratio: -0.20 (lower mid). Tata India Tax Savings Fund
HDFC Long Term Advantage Fund
IDBI Equity Advantage Fund
BNP Paribas Long Term Equity Fund (ELSS)
Invesco India Tax Plan
Sundaram Diversified Equity Fund
JM Tax Gain Fund
BOI AXA Tax Advantage Fund
Edelweiss Long Term Equity Fund
UTI Long Term Equity Fund
LIC MF Tax Plan
*ऊपर शीर्ष की सूची हैईएलएसएस (इक्विटी लिंक्ड सेविंग स्कीम) जिसका एयूएम/नेट एसेट . से अधिक हो500 करोड़ और फंड की उम्र>= 3 साल।
To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation.. Research Highlights for Tata India Tax Savings Fund Below is the key information for Tata India Tax Savings 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 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 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 of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities. Research Highlights for Invesco India Tax Plan Below is the key information for Invesco India Tax Plan Returns up to 1 year are on To achieve capital appreciation by investing
predominantly in equities and equity-related
instruments. A three-year lock-in period shall
apply in line with the regulation for ELSS
schemes. Research Highlights for Sundaram Diversified Equity Fund Below is the key information for Sundaram Diversified Equity Fund 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 (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 (Erstwhile UTI Long Term Equity Fund (Tax Saving)) The funds collected under the scheme shall be invested in equities, fully convertible debentures/ bonds and warrants of companies. Investment may also be made in issues of partly convertible debentures/bonds including those issued on rights basis subject to the condition that, as far as possible, the non-convertible portion of the debentures/bonds so acquired or subscribed shall be disinvested within a period of twelve months from their acquisition. Research Highlights for UTI Long Term Equity Fund Below is the key information for UTI Long Term Equity Fund Returns up to 1 year are on The investment objective of the scheme is to provide capital growth along with tax rebate and tax relief to our investors through prudent investments in the stock markets. However, there is no assurance that the investment objective of the Scheme will be realised. Research Highlights for LIC MF Tax Plan Below is the key information for LIC MF Tax Plan Returns up to 1 year are on 1. Tata India Tax Savings Fund
Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (08 Aug 25) ₹43.0591 ↓ -0.46 (-1.06 %) Net Assets (Cr) ₹4,711 on 30 Jun 25 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0 Sharpe Ratio -0.02 Information Ratio -0.31 Alpha Ratio -0.42 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹14,788 31 Jul 22 ₹16,197 31 Jul 23 ₹19,199 31 Jul 24 ₹25,864 31 Jul 25 ₹25,568 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -4.1% 3 Month 3.2% 6 Month 2.9% 1 Year 0.3% 3 Year 14.9% 5 Year 19.7% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.5% 2023 24% 2022 5.9% 2021 30.4% 2020 11.9% 2019 13.6% 2018 -8.4% 2017 46% 2016 2.1% 2015 13.3% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Rahul Singh 1 Jul 25 0.08 Yr. Sailesh Jain 16 Dec 21 3.63 Yr. Data below for Tata India Tax Savings Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 34.15% Consumer Cyclical 14.22% Industrials 13.87% Basic Materials 6.85% Technology 6.75% Energy 5.51% Communication Services 4.32% Health Care 3.23% Real Estate 2.46% Utility 2.45% Consumer Defensive 1% Asset Allocation
Asset Class Value Cash 5.19% Equity 94.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK7% ₹345 Cr 1,725,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 5321747% ₹307 Cr 2,125,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹203 Cr 1,350,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL4% ₹189 Cr 940,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY4% ₹186 Cr 1,160,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN4% ₹178 Cr 2,175,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322153% ₹156 Cr 1,300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹129 Cr 352,147 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 5325552% ₹116 Cr 3,451,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON2% ₹105 Cr 6,800,000 2. 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 Jul 20 ₹10,000 31 Jul 21 ₹15,844
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 8 Aug 25 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 3. 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 31 Jul 20 ₹10,000 31 Jul 21 ₹14,338 31 Jul 22 ₹15,363 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 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 4. BNP Paribas Long Term Equity Fund (ELSS)
BNP Paribas Long Term Equity Fund (ELSS)
Growth Launch Date 5 Jan 06 NAV (08 Aug 25) ₹92.9304 ↓ -0.86 (-0.92 %) Net Assets (Cr) ₹934 on 30 Jun 25 Category Equity - ELSS AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.29 Sharpe Ratio 0.04 Information Ratio 0.16 Alpha Ratio 0.5 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹14,244 31 Jul 22 ₹14,455 31 Jul 23 ₹16,629 31 Jul 24 ₹23,652 31 Jul 25 ₹23,925 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 8 Aug 25 Duration Returns 1 Month -3% 3 Month 4.1% 6 Month 2.6% 1 Year 2.8% 3 Year 17% 5 Year 18.4% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.6% 2023 31.3% 2022 -2.1% 2021 23.6% 2020 17.8% 2019 14.3% 2018 -9.3% 2017 42.3% 2016 -6.6% 2015 7.7% Fund Manager information for BNP Paribas Long Term Equity Fund (ELSS)
Name Since Tenure Sanjay Chawla 14 Mar 22 3.38 Yr. Pratish Krishnan 14 Mar 22 3.38 Yr. Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 30.69% Industrials 12.5% Consumer Cyclical 12.03% Technology 9.57% Health Care 7.99% Basic Materials 6.91% Consumer Defensive 6.39% Energy 4.57% Communication Services 3.28% Utility 3.05% Asset Allocation
Asset Class Value Cash 3.03% Equity 96.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK7% ₹66 Cr 328,160 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5321746% ₹59 Cr 411,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE5% ₹43 Cr 284,200 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 19 | BHARTIARTL3% ₹31 Cr 152,566 Infosys Ltd (Technology)
Equity, Since 29 Feb 24 | INFY3% ₹28 Cr 173,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 23 | POWERINDIA3% ₹24 Cr 12,066
↓ -1,500 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5433202% ₹21 Cr 790,813 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 May 24 | PNBHOUSING2% ₹21 Cr 187,500
↑ 24,500 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹21 Cr 113,300 State Bank of India (Financial Services)
Equity, Since 31 Mar 22 | SBIN2% ₹20 Cr 243,000 5. Invesco India Tax Plan
Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (08 Aug 25) ₹121.47 ↓ -1.32 (-1.08 %) Net Assets (Cr) ₹2,911 on 30 Jun 25 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.03 Information Ratio 0.17 Alpha Ratio 0.93 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹15,108 31 Jul 22 ₹14,800 31 Jul 23 ₹17,362 31 Jul 24 ₹24,655 31 Jul 25 ₹24,409 Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -4.8% 3 Month 3.2% 6 Month 0.5% 1 Year -1.1% 3 Year 16% 5 Year 18.6% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.2% 2023 30.9% 2022 -7.7% 2021 32.6% 2020 19.2% 2019 9.4% 2018 -1.3% 2017 35.7% 2016 3.4% 2015 5.8% Fund Manager information for Invesco India Tax Plan
Name Since Tenure Amit Nigam 3 Sep 20 4.91 Yr. Deepesh Kashyap 1 Jul 25 0.08 Yr. Data below for Invesco India Tax Plan as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 23.86% Consumer Cyclical 23.04% Industrials 14.96% Technology 11.04% Health Care 8.75% Basic Materials 5.78% Consumer Defensive 3.54% Communication Services 2.36% Energy 2.14% Real Estate 1.75% Utility 1.74% Asset Allocation
Asset Class Value Cash 1.04% Equity 98.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK6% ₹178 Cr 888,461
↓ -124,075 Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY5% ₹155 Cr 965,480
↑ 276,794 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | 5321743% ₹87 Cr 602,802
↓ -90,402 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000343% ₹82 Cr 879,010
↑ 693,566 Home First Finance Co India Ltd --- (Financial Services)
Equity, Since 31 Mar 23 | HOMEFIRST3% ₹78 Cr 568,508 LTIMindtree Ltd (Technology)
Equity, Since 30 Sep 24 | LTIM3% ₹77 Cr 145,427 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322153% ₹76 Cr 632,481
↓ -26,151 Metro Brands Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | 5434263% ₹75 Cr 648,682 FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | 5433843% ₹73 Cr 3,516,833
↑ 703,082 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY2% ₹72 Cr 1,803,333
↑ 186,255 6. Sundaram Diversified Equity Fund
Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (08 Aug 25) ₹217.864 ↓ -1.75 (-0.80 %) Net Assets (Cr) ₹1,519 on 30 Jun 25 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio -0.02 Information Ratio -1.14 Alpha Ratio -0.44 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹15,089 31 Jul 22 ₹16,439 31 Jul 23 ₹19,315 31 Jul 24 ₹24,479 31 Jul 25 ₹24,695 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -2.5% 3 Month 3.8% 6 Month 5% 1 Year 2.7% 3 Year 13.3% 5 Year 19% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 12% 2023 23.3% 2022 4% 2021 31.5% 2020 9.9% 2019 6.2% 2018 -10.6% 2017 38.4% 2016 6.8% 2015 3.1% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure Rohit Seksaria 24 Feb 21 4.43 Yr. Bharath Subramanian 2 Jun 25 0.16 Yr. Data below for Sundaram Diversified Equity Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 31.88% Consumer Cyclical 11.74% Industrials 10.48% Consumer Defensive 7.07% Health Care 6.69% Technology 6.64% Energy 6.37% Basic Materials 6.34% Communication Services 5.01% Utility 1.86% Asset Allocation
Asset Class Value Cash 5.91% Equity 94.08% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK10% ₹145 Cr 724,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | 5321748% ₹128 Cr 883,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE5% ₹76 Cr 504,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322154% ₹61 Cr 505,000
↑ 86,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹51 Cr 256,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹51 Cr 138,000 Sundaram Liquid Dir Gr
Investment Fund | -3% ₹50 Cr 214,777
↑ 214,777 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY3% ₹49 Cr 306,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹49 Cr 595,000 ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | ITC3% ₹44 Cr 1,046,000 7. JM Tax Gain Fund
JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (08 Aug 25) ₹46.8444 ↓ -0.39 (-0.83 %) Net Assets (Cr) ₹209 on 30 Jun 25 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.4 Sharpe Ratio -0.24 Information Ratio 0.65 Alpha Ratio -3.63 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹15,719 31 Jul 22 ₹16,599 31 Jul 23 ₹20,210 31 Jul 24 ₹30,763 31 Jul 25 ₹28,977 Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -3.9% 3 Month 5% 6 Month 0.7% 1 Year -4.5% 3 Year 19% 5 Year 22.8% 10 Year 15 Year Since launch 9.3% 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 Satish Ramanathan 1 Oct 24 0.83 Yr. Asit Bhandarkar 31 Dec 21 3.58 Yr. Ruchi Fozdar 4 Oct 24 0.82 Yr. Deepak Gupta 11 Apr 25 0.31 Yr. Data below for JM Tax Gain Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 28.61% Consumer Cyclical 14.12% Technology 13.58% Industrials 11.08% Basic Materials 10.4% Health Care 8.22% Energy 3.84% Communication Services 2.95% Consumer Defensive 2.13% Real Estate 1.11% Utility 1.01% Asset Allocation
Asset Class Value Cash 2.95% Equity 97.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT5% ₹11 Cr 28,947 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5321745% ₹10 Cr 70,000
↓ -7,975 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK5% ₹10 Cr 49,131 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 25 | RELIANCE4% ₹8 Cr 53,400
↑ 53,400 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE3% ₹6 Cr 28,195 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹6 Cr 30,700 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 May 25 | SYRMA3% ₹6 Cr 101,000
↑ 61,000 360 One Wam Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Apr 25 | 360ONE3% ₹6 Cr 46,500
↑ 6,500 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | MARUTI3% ₹5 Cr 4,306
↓ -400 Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | INFY3% ₹5 Cr 32,965 8. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (08 Aug 25) ₹153.77 ↓ -2.15 (-1.38 %) Net Assets (Cr) ₹1,432 on 30 Jun 25 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.47 Information Ratio 0.31 Alpha Ratio -9.32 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,968 31 Jul 22 ₹16,845 31 Jul 23 ₹20,589 31 Jul 24 ₹31,712 31 Jul 25 ₹28,469 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -5.2% 3 Month 3.6% 6 Month 0.6% 1 Year -8.6% 3 Year 16.8% 5 Year 21.6% 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 Alok Singh 27 Apr 22 3.26 Yr. Data below for BOI AXA Tax Advantage Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 24.17% Industrials 19.3% Basic Materials 15.95% Utility 8.02% Technology 8.02% Consumer Defensive 6.1% Consumer Cyclical 5.59% Real Estate 2.89% Health Care 2.62% Communication Services 2.61% Energy 1.42% Asset Allocation
Asset Class Value Cash 3.29% Equity 96.7% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 5002955% ₹65 Cr 1,412,000 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE4% ₹63 Cr 328,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN4% ₹54 Cr 664,000
↓ -175,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL4% ₹51 Cr 105,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK3% ₹44 Cr 218,766
↓ -66,234 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 23 | 5063953% ₹39 Cr 157,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL3% ₹37 Cr 186,000 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 May 24 | 5433493% ₹36 Cr 317,800 Prudent Corporate Advisory Services Ltd (Financial Services)
Equity, Since 31 Oct 23 | 5435273% ₹36 Cr 132,407 Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 Mar 25 | 5004252% ₹34 Cr 586,000 9. Edelweiss Long Term Equity Fund
Edelweiss Long Term Equity Fund
Growth Launch Date 30 Dec 08 NAV (08 Aug 25) ₹106.77 ↓ -1.15 (-1.07 %) Net Assets (Cr) ₹431 on 30 Jun 25 Category Equity - ELSS AMC Edelweiss Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.33 Sharpe Ratio -0.05 Information Ratio -0.23 Alpha Ratio -0.91 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹15,143 31 Jul 22 ₹15,737 31 Jul 23 ₹18,532 31 Jul 24 ₹25,342 31 Jul 25 ₹24,807 Returns for Edelweiss Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -4.6% 3 Month 3.2% 6 Month 3.1% 1 Year 0.1% 3 Year 15.1% 5 Year 18.8% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 20% 2023 26.8% 2022 -0.1% 2021 30.4% 2020 13.7% 2019 9.2% 2018 -9.1% 2017 37.7% 2016 -1.1% 2015 6.7% Fund Manager information for Edelweiss Long Term Equity Fund
Name Since Tenure Ashwani Agarwalla 1 Aug 23 2 Yr. Trideep Bhattacharya 1 Aug 23 2 Yr. Raj Koradia 1 Aug 24 1 Yr. Data below for Edelweiss Long Term Equity Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 36.72% Technology 11.2% Consumer Cyclical 9.93% Industrials 8.87% Health Care 8.16% Energy 6.27% Consumer Defensive 4.82% Basic Materials 4.74% Communication Services 3.92% Utility 2.34% Real Estate 1.34% Asset Allocation
Asset Class Value Cash 1.69% Equity 98.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | HDFCBANK7% ₹32 Cr 160,598 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE5% ₹21 Cr 139,249 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | 5321744% ₹19 Cr 133,703
↓ -29,513 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL4% ₹17 Cr 84,003 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 15 | LT3% ₹12 Cr 33,431 State Bank of India (Financial Services)
Equity, Since 31 May 18 | SBIN3% ₹12 Cr 149,214 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE3% ₹11 Cr 40,851 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY2% ₹10 Cr 59,889 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5002512% ₹9 Cr 15,256 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 22 | BEL2% ₹9 Cr 219,943 10. UTI Long Term Equity Fund
UTI Long Term Equity Fund
Growth Launch Date 15 Dec 99 NAV (08 Aug 25) ₹199.068 ↓ -2.20 (-1.09 %) Net Assets (Cr) ₹3,882 on 30 Jun 25 Category Equity - ELSS AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio -0.11 Information Ratio -0.88 Alpha Ratio -1.87 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹15,753 31 Jul 22 ₹16,149 31 Jul 23 ₹18,211 31 Jul 24 ₹24,646 31 Jul 25 ₹23,791 Returns for UTI Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -5.3% 3 Month 1.5% 6 Month 2.1% 1 Year -2.7% 3 Year 12.1% 5 Year 17.9% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.9% 2023 24.3% 2022 -3.5% 2021 33.1% 2020 20.2% 2019 10.4% 2018 -6.5% 2017 33.1% 2016 3.3% 2015 2.6% Fund Manager information for UTI Long Term Equity Fund
Name Since Tenure Amit Premchandani 16 Jun 25 0.12 Yr. Data below for UTI Long Term Equity Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 32.08% Consumer Cyclical 13.9% Technology 9.9% Industrials 9.22% Consumer Defensive 6.75% Health Care 6.45% Communication Services 5.17% Energy 4.75% Basic Materials 3.2% Utility 3.09% Real Estate 2.38% Asset Allocation
Asset Class Value Cash 3.13% Equity 96.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 11 | HDFCBANK10% ₹375 Cr 1,875,389
↑ 58,173 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 5321747% ₹289 Cr 2,000,000
↓ -215,595 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY5% ₹194 Cr 1,210,185 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 13 | BHARTIARTL5% ₹181 Cr 900,000
↓ -40,268 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE4% ₹150 Cr 1,000,000
↓ -32,483 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | 5322154% ₹141 Cr 1,172,385 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5000343% ₹121 Cr 1,295,000
↑ 1,001,146 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI2% ₹90 Cr 72,268 Tata Steel Ltd (Basic Materials)
Equity, Since 29 Feb 24 | TATASTEEL2% ₹88 Cr 5,535,778 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 5403762% ₹87 Cr 200,000
↓ -22,165 11. LIC MF Tax Plan
LIC MF Tax Plan
Growth Launch Date 3 Feb 99 NAV (08 Aug 25) ₹149.204 ↓ -1.78 (-1.18 %) Net Assets (Cr) ₹1,143 on 30 Jun 25 Category Equity - ELSS AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio -0.01 Information Ratio -0.2 Alpha Ratio -0.32 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹14,692 31 Jul 22 ₹15,644 31 Jul 23 ₹18,027 31 Jul 24 ₹24,685 31 Jul 25 ₹24,676 Returns for LIC MF Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -3.3% 3 Month 2.1% 6 Month 1.6% 1 Year 0.7% 3 Year 14.6% 5 Year 18.7% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.6% 2023 26.3% 2022 -1.6% 2021 26.2% 2020 8.9% 2019 11.9% 2018 -1.1% 2017 37.3% 2016 3.3% 2015 -3% Fund Manager information for LIC MF Tax Plan
Name Since Tenure Yogesh Patil 1 Jul 24 1.08 Yr. Dikshit Mittal 31 Jul 23 2 Yr. Data below for LIC MF Tax Plan as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 29.74% Consumer Cyclical 16.77% Industrials 15.99% Consumer Defensive 9.4% Technology 7.1% Basic Materials 6.99% Health Care 6.8% Energy 2.28% Communication Services 1.3% Real Estate 0.25% Asset Allocation
Asset Class Value Cash 2.64% Equity 96.63% Debt 0.73% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK8% ₹92 Cr 458,211 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5321748% ₹87 Cr 604,329 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP6% ₹65 Cr 690,417 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | 5322154% ₹41 Cr 342,519 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | CHOLAFIN3% ₹34 Cr 210,855 LIC MF Money Market Dir Gr
Investment Fund | -3% ₹30 Cr 249,017
↑ 249,017 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | 5002512% ₹28 Cr 45,143 State Bank of India (Financial Services)
Equity, Since 31 May 23 | SBIN2% ₹26 Cr 320,605 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 23 | LT2% ₹25 Cr 68,942 Infosys Ltd (Technology)
Equity, Since 31 Oct 14 | INFY2% ₹24 Cr 151,614
ईएलएसएस एसआईपी कैलकुलेटर
Know Your SIP Returns
ईएलएसएस में निवेश के तरीके
ELSS में SIP (सिस्टमैटिक इन्वेस्टमेंट प्लान)
टैक्स सेविंग म्यूचुअल फंड (ईएलएसएस) में निवेश के लिए एसआईपी को निवेश मोड के रूप में चुन सकते हैं क्योंकि हर महीने एक निश्चित राशि का निवेश किया जाता है।
जैसा कि नीचे नमूने में दिखाया गया है-
| महीना | राशि | तरीका | |||
|---|---|---|---|---|---|
| अप्रैल | 12,500 | सिप | मई | 12,500 | सिप |
| जून | 12,500 | सिप | जुलाई | 12,500 | सिप |
| अगस्त | 12,500 | सिप | सितंबर | 12,500 | सिप |
| अक्टूबर | 12,500 | सिप | नवंबर | 12,500 | सिप |
| दिसंबर | 12,500 | सिप | जनवरी | 12,500 | सिप |
| फ़रवरी | 12,500 | सिप | जुलूस | 12,500 | सिप |
| कुल | 1,50,000 |
एसआईपी पद्धति के माध्यम से निवेश करते समय रुपये की लागत औसत के एसआईपी लाभ काटा जाता है क्योंकि यह हर महीने खरीदारी को बिखेरता है और निवेश विशेष मूल्य के बजाय औसत मूल्य पर किया जाता है जो कि लंपसम निवेश के मामले में हो सकता है।
ईएलएसएस में एकमुश्त निवेश
जैसा कि यूलिप, एनएससी, पीएफ/ईपीएफ जैसे अन्य कर बचत साधनों में बचत हो सकती है,बीमा (सेक्टर 80सी के तहत) कोई भी अन्य लिखतों को काटने के बाद कर बचाने के लिए जो भी राशि की आवश्यकता है, उसे तय कर सकता है और वित्तीय वर्ष (जनवरी-मार्च) के अंत में या एक बार में एकमुश्त खरीद के रूप में निवेश कर सकता है।
बेस्ट टैक्स सेविंग ईएलएसएस फंड में निवेश करने के टिप्स
वित्तीय वर्ष की शुरुआत में (यानी अप्रैल में) एसआईपी (सिस्टमैटिक इन्वेस्टमेंट प्लान) के माध्यम से सर्वश्रेष्ठ ईएलएसएस फंड में निवेश करें, न कि वित्तीय वर्ष समाप्त होने पर।
सर्वश्रेष्ठ ईएलएसएस फंडों की सूची में से एक ईएलएसएस म्यूचुअल फंड सावधानी से चुनें, और हर साल अन्य टैक्स सेविंग ईएलएसएस फंडों में कूदने के बजाय एक साल के लिए उसी में निवेश करें।
5-7 वर्षों के लिए निवेश करने पर अच्छा ईएलएसएस रिटर्न प्राप्त किया जा सकता है, इसलिए यह सुझाव दिया जाता है कि एक बार पैसे निकालने के बाद न निकालेंलॉक-इन 3 साल के बाद समाप्त होता है. बेहतर रिटर्न अर्जित करने के लिए इसे लंबी अवधि के लिए रखने की कोशिश करें।
यदि आप जोखिम से बचने वाले हैंइन्वेस्टर और कम-वाष्पशील फंड चाहते हैं, लार्ज-कैप म्यूचुअल फंड में निवेश करने पर विचार करें।
ईएलएसएस फंड में ऑनलाइन निवेश कैसे करें?
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Nice article. Highly recommended for guys who are looking to save tax under section 80c.