+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 ₹46.003
↑ 0.27 ₹4,472 4.5 9.5 3.7 16.2 20.4 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 ₹98.0095
↑ 0.07 ₹897 3.8 8 4.2 18.9 18.5 23.6 Sundaram Diversified Equity Fund Growth ₹227.283
↑ 2.15 ₹1,461 2.6 7.6 6.4 13.7 19.2 12 Invesco India Tax Plan Growth ₹129.47
↑ 0.33 ₹2,787 3.3 8.4 2.9 18.3 19.2 25.2 BOI AXA Tax Advantage Fund Growth ₹163.81
↑ 1.43 ₹1,355 2.9 7.8 -1.7 17.7 21.4 21.6 JM Tax Gain Fund Growth ₹50.6895
↑ 0.02 ₹210 5.4 11.5 2.4 21.1 23 29 Edelweiss Long Term Equity Fund Growth ₹114.53
↑ 0.27 ₹411 5.2 9.7 4.4 16.9 19.7 20 UTI Long Term Equity Fund Growth ₹211.856
↑ 0.90 ₹3,665 3.8 7.5 2.9 13.8 18.4 13.9 LIC MF Tax Plan Growth ₹156.352
↑ 0.81 ₹1,082 2.3 6 3.5 15.8 18.3 22.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 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) Sundaram Diversified Equity Fund Invesco India Tax Plan BOI AXA Tax Advantage Fund JM Tax Gain Fund Edelweiss Long Term Equity Fund UTI Long Term Equity Fund LIC MF Tax Plan Point 1 Highest AUM (₹4,472 Cr). Lower mid AUM (₹1,318 Cr). Bottom quartile AUM (₹485 Cr). Lower mid AUM (₹897 Cr). Upper mid AUM (₹1,461 Cr). Upper mid AUM (₹2,787 Cr). Upper mid AUM (₹1,355 Cr). Bottom quartile AUM (₹210 Cr). Bottom quartile AUM (₹411 Cr). Top quartile AUM (₹3,665 Cr). Lower mid AUM (₹1,082 Cr). Point 2 Established history (11+ yrs). Established history (24+ yrs). Established history (12+ yrs). Established history (19+ yrs). Established history (25+ yrs). Established history (18+ yrs). Established history (16+ yrs). Established history (17+ 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: 20.41% (upper mid). 5Y return: 17.39% (bottom quartile). 5Y return: 9.97% (bottom quartile). 5Y return: 18.53% (lower mid). 5Y return: 19.21% (upper mid). 5Y return: 19.16% (lower mid). 5Y return: 21.39% (top quartile). 5Y return: 23.02% (top quartile). 5Y return: 19.75% (upper mid). 5Y return: 18.40% (lower mid). 5Y return: 18.33% (bottom quartile). Point 6 3Y return: 16.23% (lower mid). 3Y return: 20.64% (upper mid). 3Y return: 20.84% (top quartile). 3Y return: 18.87% (upper mid). 3Y return: 13.66% (bottom quartile). 3Y return: 18.31% (upper mid). 3Y return: 17.73% (lower mid). 3Y return: 21.13% (top quartile). 3Y return: 16.89% (lower mid). 3Y return: 13.77% (bottom quartile). 3Y return: 15.75% (bottom quartile). Point 7 1Y return: 3.67% (lower mid). 1Y return: 35.51% (top quartile). 1Y return: 16.92% (top quartile). 1Y return: 4.17% (upper mid). 1Y return: 6.36% (upper mid). 1Y return: 2.88% (bottom quartile). 1Y return: -1.72% (bottom quartile). 1Y return: 2.41% (bottom quartile). 1Y return: 4.43% (upper mid). 1Y return: 2.90% (lower mid). 1Y return: 3.47% (lower mid). Point 8 Alpha: -1.62 (lower mid). Alpha: 1.75 (upper mid). Alpha: 1.78 (top quartile). Alpha: 1.95 (top quartile). Alpha: 1.24 (upper mid). Alpha: 1.58 (upper mid). Alpha: -5.42 (bottom quartile). Alpha: -3.68 (bottom quartile). Alpha: -0.83 (lower mid). Alpha: -3.02 (bottom quartile). Alpha: -0.42 (lower mid). Point 9 Sharpe: -0.71 (lower mid). Sharpe: 2.27 (top quartile). Sharpe: 1.21 (top quartile). Sharpe: -0.47 (upper mid). Sharpe: -0.52 (upper mid). Sharpe: -0.52 (upper mid). Sharpe: -0.85 (bottom quartile). Sharpe: -0.85 (bottom quartile). Sharpe: -0.67 (lower mid). Sharpe: -0.82 (bottom quartile). Sharpe: -0.62 (lower mid). Point 10 Information ratio: -0.22 (lower mid). Information ratio: -0.15 (lower mid). Information ratio: -1.13 (bottom quartile). Information ratio: 0.48 (top quartile). Information ratio: -0.68 (bottom quartile). Information ratio: 0.36 (upper mid). Information ratio: 0.24 (upper mid). Information ratio: 0.80 (top quartile). Information ratio: -0.10 (upper mid). Information ratio: -0.84 (bottom quartile). Information ratio: -0.14 (lower mid). Tata India Tax Savings Fund
HDFC Long Term Advantage Fund
IDBI Equity Advantage Fund
BNP Paribas Long Term Equity Fund (ELSS)
Sundaram Diversified Equity Fund
Invesco India Tax Plan
BOI AXA Tax Advantage Fund
JM Tax Gain 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 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 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 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 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 (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 (29 Oct 25) ₹46.003 ↑ 0.27 (0.60 %) Net Assets (Cr) ₹4,472 on 31 Aug 25 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.71 Information Ratio -0.22 Alpha Ratio -1.62 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹15,631 30 Sep 22 ₹15,931 30 Sep 23 ₹18,810 30 Sep 24 ₹26,318 30 Sep 25 ₹24,667 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 5.2% 3 Month 4.5% 6 Month 9.5% 1 Year 3.7% 3 Year 16.2% 5 Year 20.4% 10 Year 15 Year Since launch 14.8% 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 Sailesh Jain 16 Dec 21 3.79 Yr. Data below for Tata India Tax Savings Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 33.88% Consumer Cyclical 14.67% Industrials 14.31% Basic Materials 7.06% Technology 6.03% Energy 5.29% Communication Services 4.18% Health Care 3.19% Real Estate 2.59% Utility 2.58% Consumer Defensive 1.83% Asset Allocation
Asset Class Value Cash 4.39% Equity 95.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK7% ₹328 Cr 3,450,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK6% ₹286 Cr 2,125,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹184 Cr 1,350,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN4% ₹178 Cr 2,040,000
↓ -135,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL4% ₹177 Cr 940,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY4% ₹167 Cr 1,160,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322153% ₹147 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 | 5325553% ₹117 Cr 3,451,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON2% ₹108 Cr 10,200,000 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 30 Sep 20 ₹10,000 30 Sep 21 ₹16,632
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 29 Oct 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 30 Sep 20 ₹10,000 30 Sep 21 ₹15,085 30 Sep 22 ₹15,014 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 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 (29 Oct 25) ₹98.0095 ↑ 0.07 (0.07 %) Net Assets (Cr) ₹897 on 31 Aug 25 Category Equity - ELSS AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.21 Sharpe Ratio -0.47 Information Ratio 0.48 Alpha Ratio 1.95 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹14,921 30 Sep 22 ₹14,187 30 Sep 23 ₹16,531 30 Sep 24 ₹24,426 30 Sep 25 ₹23,282 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 29 Oct 25 Duration Returns 1 Month 4.7% 3 Month 3.8% 6 Month 8% 1 Year 4.2% 3 Year 18.9% 5 Year 18.5% 10 Year 15 Year Since launch 12.2% 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 3.55 Yr. Pratish Krishnan 14 Mar 22 3.55 Yr. Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 30.08% Consumer Cyclical 15.19% Industrials 11.52% Technology 10.03% Health Care 7.72% Basic Materials 7.35% Consumer Defensive 4.63% Energy 3.89% Utility 3.51% Communication Services 3.04% Asset Allocation
Asset Class Value Cash 3% Equity 96.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK7% ₹62 Cr 656,320 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | ICICIBANK5% ₹44 Cr 329,900
↓ -81,100 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE4% ₹35 Cr 255,800 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 19 | BHARTIARTL3% ₹27 Cr 144,966 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5433203% ₹26 Cr 790,813 Infosys Ltd (Technology)
Equity, Since 29 Feb 24 | INFY3% ₹25 Cr 173,000 State Bank of India (Financial Services)
Equity, Since 31 Mar 22 | SBIN3% ₹24 Cr 278,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT3% ₹23 Cr 62,520 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | RADICO2% ₹21 Cr 73,000 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5323432% ₹21 Cr 60,500 5. Sundaram Diversified Equity Fund
Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (29 Oct 25) ₹227.283 ↑ 2.15 (0.95 %) Net Assets (Cr) ₹1,461 on 31 Aug 25 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.52 Information Ratio -0.68 Alpha Ratio 1.24 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹15,747 30 Sep 22 ₹16,095 30 Sep 23 ₹18,578 30 Sep 24 ₹24,282 30 Sep 25 ₹23,311 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 4.6% 3 Month 2.6% 6 Month 7.6% 1 Year 6.4% 3 Year 13.7% 5 Year 19.2% 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 4.6 Yr. Bharath Subramanian 2 Jun 25 0.33 Yr. Data below for Sundaram Diversified Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 22.93% Consumer Cyclical 12.8% Consumer Defensive 10.1% Industrials 10.01% Basic Materials 8.81% Health Care 7.73% Energy 7.55% Technology 7.19% Utility 5.95% Communication Services 4.04% Asset Allocation
Asset Class Value Cash 2.9% Equity 97.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK9% ₹123 Cr 1,294,318
↓ -153,682 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE6% ₹81 Cr 592,000
↑ 65,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK5% ₹79 Cr 583,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL4% ₹58 Cr 310,165
↑ 54,165 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322154% ₹57 Cr 505,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN4% ₹52 Cr 595,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY4% ₹51 Cr 352,000
↑ 14,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT4% ₹50 Cr 138,000 ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | ITC3% ₹49 Cr 1,210,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 5325383% ₹39 Cr 32,000 6. Invesco India Tax Plan
Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (29 Oct 25) ₹129.47 ↑ 0.33 (0.26 %) Net Assets (Cr) ₹2,787 on 31 Aug 25 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio -0.52 Information Ratio 0.36 Alpha Ratio 1.58 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹15,635 30 Sep 22 ₹14,430 30 Sep 23 ₹17,124 30 Sep 24 ₹24,860 30 Sep 25 ₹23,370 Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 4.9% 3 Month 3.3% 6 Month 8.4% 1 Year 2.9% 3 Year 18.3% 5 Year 19.2% 10 Year 15 Year Since launch 14.6% 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 5.08 Yr. Deepesh Kashyap 1 Jul 25 0.25 Yr. Data below for Invesco India Tax Plan as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 25.22% Financial Services 20.44% Industrials 16.07% Technology 11.56% Health Care 8.58% Basic Materials 5.19% Real Estate 5.05% Consumer Defensive 3.69% Communication Services 2.18% Utility 1.36% Asset Allocation
Asset Class Value Cash 0.66% Equity 99.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY5% ₹152 Cr 1,056,000
↑ 90,520 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK5% ₹148 Cr 1,554,903
↓ -173,259 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000343% ₹91 Cr 911,349 LTIMindtree Ltd (Technology)
Equity, Since 30 Sep 24 | LTIM3% ₹87 Cr 167,960 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Nov 22 | APOLLOHOSP3% ₹74 Cr 99,306
↑ 6,306 Metro Brands Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | 5434263% ₹74 Cr 570,000
↓ -34,789 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | JUBLFOOD2% ₹69 Cr 1,116,348 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK2% ₹69 Cr 509,425
↓ -79,631 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY2% ₹69 Cr 1,622,012
↓ -181,321 Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Sep 24 | BECTORFOOD2% ₹68 Cr 540,000 7. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (29 Oct 25) ₹163.81 ↑ 1.43 (0.88 %) Net Assets (Cr) ₹1,355 on 31 Aug 25 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.85 Information Ratio 0.24 Alpha Ratio -5.42 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹16,581 30 Sep 22 ₹16,155 30 Sep 23 ₹19,818 30 Sep 24 ₹28,886 30 Sep 25 ₹25,911 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 4.5% 3 Month 2.9% 6 Month 7.8% 1 Year -1.7% 3 Year 17.7% 5 Year 21.4% 10 Year 15 Year Since launch 18.3% 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 3.43 Yr. Data below for BOI AXA Tax Advantage Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 23.39% Industrials 21.49% Basic Materials 16.87% Utility 7.54% Consumer Cyclical 6.28% Consumer Defensive 5.96% Technology 4.77% Communication Services 3.21% Health Care 2.7% Real Estate 2.53% Energy 1.35% Asset Allocation
Asset Class Value Cash 3.9% Equity 96.1% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 5002955% ₹66 Cr 1,412,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN4% ₹58 Cr 664,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL4% ₹50 Cr 105,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | ITC3% ₹45 Cr 1,120,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK3% ₹44 Cr 330,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL3% ₹44 Cr 235,000
↑ 34,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK3% ₹42 Cr 437,532 Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 Mar 25 | 5004253% ₹39 Cr 685,662
↑ 51,662 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 May 24 | 5433493% ₹38 Cr 285,350 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 23 | 5063953% ₹35 Cr 157,000 8. JM Tax Gain Fund
JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (29 Oct 25) ₹50.6895 ↑ 0.02 (0.04 %) Net Assets (Cr) ₹210 on 31 Aug 25 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.86 Information Ratio 0.8 Alpha Ratio -3.68 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹16,728 30 Sep 22 ₹16,173 30 Sep 23 ₹19,887 30 Sep 24 ₹30,515 30 Sep 25 ₹27,906 Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 5.6% 3 Month 5.4% 6 Month 11.5% 1 Year 2.4% 3 Year 21.1% 5 Year 23% 10 Year 15 Year Since launch 9.7% 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 1 Yr. Asit Bhandarkar 31 Dec 21 3.75 Yr. Ruchi Fozdar 4 Oct 24 0.99 Yr. Deepak Gupta 11 Apr 25 0.47 Yr. Data below for JM Tax Gain Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 27.8% Consumer Cyclical 16.03% Technology 12.13% Industrials 11.62% Basic Materials 11.11% Health Care 8.3% Consumer Defensive 4.01% Energy 3.42% Communication Services 2.25% Real Estate 1.44% Utility 0.91% Asset Allocation
Asset Class Value Cash 0.99% Equity 99.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK4% ₹9 Cr 98,262 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK4% ₹8 Cr 56,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 25 | RELIANCE3% ₹7 Cr 53,400 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT3% ₹7 Cr 19,647
↓ -1,000 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 May 25 | SYRMA3% ₹6 Cr 71,957
↓ -12,793 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 24 | CREDITACC3% ₹5 Cr 40,401
↓ -1,200 One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | 5433963% ₹5 Cr 47,500
↓ -8,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | MARUTI2% ₹5 Cr 3,306 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE2% ₹5 Cr 28,195 Shaily Engineering Plastics Ltd (Basic Materials)
Equity, Since 30 Jun 25 | 5014232% ₹5 Cr 23,737
↓ -1,763 9. Edelweiss Long Term Equity Fund
Edelweiss Long Term Equity Fund
Growth Launch Date 30 Dec 08 NAV (29 Oct 25) ₹114.53 ↑ 0.27 (0.24 %) Net Assets (Cr) ₹411 on 31 Aug 25 Category Equity - ELSS AMC Edelweiss Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.34 Sharpe Ratio -0.67 Information Ratio -0.1 Alpha Ratio -0.83 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹15,542 30 Sep 22 ₹15,392 30 Sep 23 ₹17,945 30 Sep 24 ₹25,496 30 Sep 25 ₹23,945 Returns for Edelweiss Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 5.9% 3 Month 5.2% 6 Month 9.7% 1 Year 4.4% 3 Year 16.9% 5 Year 19.7% 10 Year 15 Year Since launch 15.6% 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 2.17 Yr. Trideep Bhattacharya 1 Aug 23 2.17 Yr. Raj Koradia 1 Aug 24 1.17 Yr. Data below for Edelweiss Long Term Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 35.22% Consumer Cyclical 10.96% Technology 10.96% Industrials 9.37% Health Care 7.63% Energy 6.01% Consumer Defensive 5.14% Basic Materials 4.85% Communication Services 3.78% Utility 2.13% Real Estate 1.19% Asset Allocation
Asset Class Value Cash 2.71% Equity 97.25% Debt 0.03% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | HDFCBANK7% ₹28 Cr 297,458
↓ -13,238 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE5% ₹19 Cr 139,249 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK4% ₹17 Cr 126,563 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL4% ₹16 Cr 84,003 State Bank of India (Financial Services)
Equity, Since 31 May 18 | SBIN3% ₹13 Cr 149,214 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 15 | LT3% ₹12 Cr 33,431 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 22 | BEL2% ₹9 Cr 219,943 Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Dec 24 | 5333982% ₹9 Cr 28,474 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY2% ₹9 Cr 59,889 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE2% ₹8 Cr 40,851 10. UTI Long Term Equity Fund
UTI Long Term Equity Fund
Growth Launch Date 15 Dec 99 NAV (29 Oct 25) ₹211.856 ↑ 0.90 (0.43 %) Net Assets (Cr) ₹3,665 on 31 Aug 25 Category Equity - ELSS AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.82 Information Ratio -0.84 Alpha Ratio -3.02 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹16,471 30 Sep 22 ₹16,113 30 Sep 23 ₹18,096 30 Sep 24 ₹24,943 30 Sep 25 ₹22,958 Returns for UTI Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 4.8% 3 Month 3.8% 6 Month 7.5% 1 Year 2.9% 3 Year 13.8% 5 Year 18.4% 10 Year 15 Year Since launch 14.5% 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 0.29 Yr. Data below for UTI Long Term Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 32.83% Consumer Cyclical 13.77% Technology 9.7% Industrials 7.77% Communication Services 7.22% Health Care 6.34% Consumer Defensive 5.83% Energy 5.58% Utility 3.5% Basic Materials 3.12% Real Estate 2.62% Asset Allocation
Asset Class Value Cash 1.71% Equity 98.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 11 | HDFCBANK9% ₹347 Cr 3,650,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK7% ₹243 Cr 1,800,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY5% ₹174 Cr 1,210,185 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 13 | BHARTIARTL5% ₹169 Cr 900,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | KOTAKBANK4% ₹139 Cr 700,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | 5322154% ₹137 Cr 1,210,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE4% ₹135 Cr 990,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5000343% ₹110 Cr 1,100,000
↓ -50,000 Tata Steel Ltd (Basic Materials)
Equity, Since 29 Feb 24 | TATASTEEL2% ₹84 Cr 5,000,000
↓ -535,778 Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 13 | 5327552% ₹84 Cr 600,000 11. LIC MF Tax Plan
LIC MF Tax Plan
Growth Launch Date 3 Feb 99 NAV (29 Oct 25) ₹156.352 ↑ 0.81 (0.52 %) Net Assets (Cr) ₹1,082 on 31 Aug 25 Category Equity - ELSS AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 2.01 Sharpe Ratio -0.62 Information Ratio -0.14 Alpha Ratio -0.42 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹15,437 30 Sep 22 ₹15,335 30 Sep 23 ₹17,495 30 Sep 24 ₹24,364 30 Sep 25 ₹23,085 Returns for LIC MF Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 3.9% 3 Month 2.3% 6 Month 6% 1 Year 3.5% 3 Year 15.8% 5 Year 18.3% 10 Year 15 Year Since launch 11.2% 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 1.25 Yr. Dikshit Mittal 31 Jul 23 2.17 Yr. Data below for LIC MF Tax Plan as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 30.1% Consumer Cyclical 18.5% Industrials 15.72% Consumer Defensive 9.82% Health Care 7.36% Basic Materials 6.8% Technology 6.46% Energy 2.21% Communication Services 1.33% Real Estate 0.24% Asset Allocation
Asset Class Value Cash 1.44% Equity 98.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK8% ₹87 Cr 916,422 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK7% ₹81 Cr 604,329 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP6% ₹64 Cr 777,563 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | 5322154% ₹39 Cr 342,519 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | CHOLAFIN3% ₹34 Cr 210,855 State Bank of India (Financial Services)
Equity, Since 31 May 23 | SBIN3% ₹28 Cr 320,605 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 23 | LT2% ₹25 Cr 68,942 Blue Star Ltd (Industrials)
Equity, Since 31 Oct 22 | BLUESTARCO2% ₹25 Cr 131,363 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | EICHERMOT2% ₹24 Cr 33,738 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 15 | MARUTI2% ₹23 Cr 14,293
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.