+91-22-4891390911 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 ₹44.0254
↑ 0.16 ₹4,748 -3.8 -0.2 8.9 15.4 15.3 4.9 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 Sundaram Diversified Equity Fund Growth ₹218.671
↑ 0.89 ₹1,477 -2.9 -1.3 9.2 13.2 14.2 7.1 BNP Paribas Long Term Equity Fund (ELSS) Growth ₹95.7913
↑ 0.15 ₹941 -2.2 1.1 10.7 19.2 14.4 4.8 JM Tax Gain Fund Growth ₹46.5769
↓ -0.09 ₹226 -7.7 -3.2 5.3 18.9 16.6 2.5 BOI AXA Tax Advantage Fund Growth ₹155.49
↑ 1.37 ₹1,402 -4.2 -2.3 4.6 17 16.6 -3.5 Invesco India Tax Plan Growth ₹117.8
↑ 0.66 ₹2,771 -9.2 -6.8 1.3 16.3 12.9 -2.8 Edelweiss Long Term Equity Fund Growth ₹112.03
↑ 0.71 ₹451 -2 2.8 11.5 17.3 15.2 6.7 UTI Long Term Equity Fund Growth ₹202.373
↑ 0.50 ₹3,762 -4.3 -1 7.7 14 12.6 4.5 LIC MF Tax Plan Growth ₹147.073
↑ 0.34 ₹1,097 -5.7 -3.5 2.8 16.1 13.4 0.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 26 Research Highlights & Commentary of 11 Funds showcased
Commentary Tata India Tax Savings Fund HDFC Long Term Advantage Fund IDBI Equity Advantage Fund Sundaram Diversified Equity Fund BNP Paribas Long Term Equity Fund (ELSS) JM Tax Gain Fund BOI AXA Tax Advantage Fund Invesco India Tax Plan Edelweiss Long Term Equity Fund UTI Long Term Equity Fund LIC MF Tax Plan Point 1 Highest AUM (₹4,748 Cr). Lower mid AUM (₹1,318 Cr). Bottom quartile AUM (₹485 Cr). Upper mid AUM (₹1,477 Cr). Lower mid AUM (₹941 Cr). Bottom quartile AUM (₹226 Cr). Upper mid AUM (₹1,402 Cr). Upper mid AUM (₹2,771 Cr). Bottom quartile AUM (₹451 Cr). Top quartile AUM (₹3,762 Cr). Lower mid AUM (₹1,097 Cr). Point 2 Established history (11+ yrs). Established history (25+ yrs). Established history (12+ yrs). Established history (26+ yrs). Established history (20+ yrs). Established history (17+ yrs). Established history (16+ yrs). Established history (19+ yrs). Established history (17+ yrs). Established history (26+ yrs). Oldest track record among peers (27 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: 15.34% (upper mid). 5Y return: 17.39% (top quartile). 5Y return: 9.97% (bottom quartile). 5Y return: 14.17% (lower mid). 5Y return: 14.42% (lower mid). 5Y return: 16.59% (top quartile). 5Y return: 16.57% (upper mid). 5Y return: 12.89% (bottom quartile). 5Y return: 15.24% (upper mid). 5Y return: 12.62% (bottom quartile). 5Y return: 13.37% (lower mid). Point 6 3Y return: 15.41% (bottom quartile). 3Y return: 20.64% (top quartile). 3Y return: 20.84% (top quartile). 3Y return: 13.16% (bottom quartile). 3Y return: 19.17% (upper mid). 3Y return: 18.94% (upper mid). 3Y return: 16.98% (lower mid). 3Y return: 16.34% (lower mid). 3Y return: 17.30% (upper mid). 3Y return: 14.00% (bottom quartile). 3Y return: 16.14% (lower mid). Point 7 1Y return: 8.93% (lower mid). 1Y return: 35.51% (top quartile). 1Y return: 16.92% (top quartile). 1Y return: 9.18% (upper mid). 1Y return: 10.66% (upper mid). 1Y return: 5.28% (lower mid). 1Y return: 4.58% (bottom quartile). 1Y return: 1.30% (bottom quartile). 1Y return: 11.51% (upper mid). 1Y return: 7.68% (lower mid). 1Y return: 2.76% (bottom quartile). Point 8 Alpha: -2.63 (upper mid). Alpha: 1.75 (top quartile). Alpha: 1.78 (top quartile). Alpha: -0.41 (upper mid). Alpha: -2.74 (lower mid). Alpha: -4.83 (lower mid). Alpha: -10.85 (bottom quartile). Alpha: -10.21 (bottom quartile). Alpha: -1.00 (upper mid). Alpha: -2.96 (lower mid). Alpha: -6.56 (bottom quartile). Point 9 Sharpe: 0.00 (upper mid). Sharpe: 2.27 (top quartile). Sharpe: 1.21 (top quartile). Sharpe: 0.14 (upper mid). Sharpe: 0.00 (lower mid). Sharpe: -0.15 (lower mid). Sharpe: -0.36 (bottom quartile). Sharpe: -0.44 (bottom quartile). Sharpe: 0.11 (upper mid). Sharpe: -0.05 (lower mid). Sharpe: -0.30 (bottom quartile). Point 10 Information ratio: -0.26 (lower mid). Information ratio: -0.15 (lower mid). Information ratio: -1.13 (bottom quartile). Information ratio: -0.78 (bottom quartile). Information ratio: 0.63 (top quartile). Information ratio: 0.65 (top quartile). Information ratio: 0.01 (upper mid). Information ratio: 0.08 (upper mid). Information ratio: 0.28 (upper mid). Information ratio: -0.81 (bottom quartile). Information ratio: -0.13 (lower mid). Tata India Tax Savings Fund
HDFC Long Term Advantage Fund
IDBI Equity Advantage Fund
Sundaram Diversified Equity Fund
BNP Paribas Long Term Equity Fund (ELSS)
JM Tax Gain Fund
BOI AXA Tax Advantage Fund
Invesco India Tax Plan
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 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 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 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 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 (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 (27 Jan 26) ₹44.0254 ↑ 0.16 (0.36 %) Net Assets (Cr) ₹4,748 on 31 Dec 25 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0 Information Ratio -0.26 Alpha Ratio -2.63 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -4.5% 3 Month -3.8% 6 Month -0.2% 1 Year 8.9% 3 Year 15.4% 5 Year 15.3% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.9% 2023 19.5% 2022 24% 2021 5.9% 2020 30.4% 2019 11.9% 2018 13.6% 2017 -8.4% 2016 46% 2015 2.1% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Data below for Tata India Tax Savings 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. 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 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 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 4. Sundaram Diversified Equity Fund
Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (27 Jan 26) ₹218.671 ↑ 0.89 (0.41 %) Net Assets (Cr) ₹1,477 on 31 Dec 25 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio 0.14 Information Ratio -0.78 Alpha Ratio -0.41 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Diversified 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 -3.6% 3 Month -2.9% 6 Month -1.3% 1 Year 9.2% 3 Year 13.2% 5 Year 14.2% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.1% 2023 12% 2022 23.3% 2021 4% 2020 31.5% 2019 9.9% 2018 6.2% 2017 -10.6% 2016 38.4% 2015 6.8% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure Data below for Sundaram Diversified 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 5. BNP Paribas Long Term Equity Fund (ELSS)
BNP Paribas Long Term Equity Fund (ELSS)
Growth Launch Date 5 Jan 06 NAV (27 Jan 26) ₹95.7913 ↑ 0.15 (0.16 %) 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 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 27 Jan 26 Duration Returns 1 Month -3.6% 3 Month -2.2% 6 Month 1.1% 1 Year 10.7% 3 Year 19.2% 5 Year 14.4% 10 Year 15 Year Since launch 11.9% 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 Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. JM Tax Gain Fund
JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (27 Jan 26) ₹46.5769 ↓ -0.09 (-0.19 %) Net Assets (Cr) ₹226 on 31 Dec 25 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.15 Information Ratio 0.65 Alpha Ratio -4.83 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 Jan 26 Duration Returns 1 Month -6.8% 3 Month -7.7% 6 Month -3.2% 1 Year 5.3% 3 Year 18.9% 5 Year 16.6% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.5% 2023 29% 2022 30.9% 2021 0.5% 2020 32.2% 2019 18.3% 2018 14.9% 2017 -4.6% 2016 42.6% 2015 5.2% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Data below for JM 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 7. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (27 Jan 26) ₹155.49 ↑ 1.37 (0.89 %) 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 Returns for BOI AXA Tax 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 -2.7% 3 Month -4.2% 6 Month -2.3% 1 Year 4.6% 3 Year 17% 5 Year 16.6% 10 Year 15 Year Since launch 17.6% 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 Data below for BOI AXA Tax Advantage Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Invesco India Tax Plan
Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (27 Jan 26) ₹117.8 ↑ 0.66 (0.56 %) Net Assets (Cr) ₹2,771 on 31 Dec 25 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio -0.45 Information Ratio 0.08 Alpha Ratio -10.21 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -5.1% 3 Month -9.2% 6 Month -6.8% 1 Year 1.3% 3 Year 16.3% 5 Year 12.9% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -2.8% 2023 25.2% 2022 30.9% 2021 -7.7% 2020 32.6% 2019 19.2% 2018 9.4% 2017 -1.3% 2016 35.7% 2015 3.4% Fund Manager information for Invesco India Tax Plan
Name Since Tenure Data below for Invesco India Tax Plan as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Edelweiss Long Term Equity Fund
Edelweiss Long Term Equity Fund
Growth Launch Date 30 Dec 08 NAV (27 Jan 26) ₹112.03 ↑ 0.71 (0.64 %) 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 Returns for Edelweiss 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 -3% 3 Month -2% 6 Month 2.8% 1 Year 11.5% 3 Year 17.3% 5 Year 15.2% 10 Year 15 Year Since launch 15.2% 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 Data below for Edelweiss 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 10. UTI Long Term Equity Fund
UTI Long Term Equity Fund
Growth Launch Date 15 Dec 99 NAV (27 Jan 26) ₹202.373 ↑ 0.50 (0.25 %) Net Assets (Cr) ₹3,762 on 31 Dec 25 Category Equity - ELSS AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.05 Information Ratio -0.81 Alpha Ratio -2.96 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for UTI 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 -3.5% 3 Month -4.3% 6 Month -1% 1 Year 7.7% 3 Year 14% 5 Year 12.6% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.5% 2023 13.9% 2022 24.3% 2021 -3.5% 2020 33.1% 2019 20.2% 2018 10.4% 2017 -6.5% 2016 33.1% 2015 3.3% Fund Manager information for UTI Long Term Equity Fund
Name Since Tenure Data below for UTI 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 11. LIC MF Tax Plan
LIC MF Tax Plan
Growth Launch Date 3 Feb 99 NAV (27 Jan 26) ₹147.073 ↑ 0.34 (0.23 %) Net Assets (Cr) ₹1,097 on 31 Dec 25 Category Equity - ELSS AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 2.01 Sharpe Ratio -0.3 Information Ratio -0.13 Alpha Ratio -6.56 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for LIC MF Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -4.6% 3 Month -5.7% 6 Month -3.5% 1 Year 2.8% 3 Year 16.1% 5 Year 13.4% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.8% 2023 22.6% 2022 26.3% 2021 -1.6% 2020 26.2% 2019 8.9% 2018 11.9% 2017 -1.1% 2016 37.3% 2015 3.3% Fund Manager information for LIC MF Tax Plan
Name Since Tenure Data below for LIC MF Tax Plan as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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.