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2022 में एसआईपी निवेश के लिए सर्वश्रेष्ठ ईएलएसएस म्यूचुअल फंड
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। आमतौर पर, फंड कॉर्पस का 80% इक्विटी में और शेष डेट इंस्ट्रूमेंट्स में निवेश किया जाता है। श्रेष्ठईएलएसएस 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 और निवेश के 2 तरीके प्रदान करते हैं
- एकमुश्त निवेश
- सिप (व्यवस्थितनिवेश योजना) निवेश
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शीर्ष 5 सर्वश्रेष्ठ प्रदर्शन करने वाले ईएलएसएस म्यूचुअल फंड एसआईपी वित्तीय वर्ष 22 - 23
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.. Tata India Tax Savings Fund is a Equity - ELSS fund was launched on 13 Oct 14. It is a fund with Moderately High risk and has given a Below is the key information for Tata India Tax Savings Fund Returns up to 1 year are on The investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related securities. There can be no assurance that the investment objective of the scheme will be realised. IDFC Tax Advantage (ELSS) Fund is a Equity - ELSS fund was launched on 26 Dec 08. It is a fund with Moderately High risk and has given a Below is the key information for IDFC Tax Advantage (ELSS) Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, and to enable investors to avail of a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. DSP BlackRock Tax Saver Fund is a Equity - ELSS fund was launched on 18 Jan 07. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Tax Saver Fund Returns up to 1 year are on To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. L&T Tax Advantage Fund is a Equity - ELSS fund was launched on 27 Feb 06. It is a fund with Moderately High risk and has given a Below is the key information for L&T Tax Advantage Fund Returns up to 1 year are on An Open-ended equity linked savings scheme (ELSS) with the objective of long term growth of capital through a portfolio with a target allocation of 80% equity,
20% debt and money market securities Aditya Birla Sun Life Tax Relief '96 is a Equity - ELSS fund was launched on 6 Mar 08. It is a fund with Moderately High risk and has given a Below is the key information for Aditya Birla Sun Life Tax Relief '96 Returns up to 1 year are on 1. Tata India Tax Savings Fund
CAGR/Annualized return of 15.1% since its launch. Ranked 1 in ELSS category. Return for 2024 was 19.5% , 2023 was 24% and 2022 was 5.9% . Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (30 Jun 25) ₹44.9705 ↓ -0.01 (-0.02 %) Net Assets (Cr) ₹4,582 on 31 May 25 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0 Sharpe Ratio 0.3 Information Ratio -0.16 Alpha Ratio 1.85 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,382 30 Jun 22 ₹15,779 30 Jun 23 ₹19,459 30 Jun 24 ₹26,547 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 25 Duration Returns 1 Month 3.1% 3 Month 9.5% 6 Month 2.1% 1 Year 5.2% 3 Year 21% 5 Year 22.8% 10 Year 15 Year Since launch 15.1% 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 3.46 Yr. Tejas Gutka 9 Mar 21 4.23 Yr. Data below for Tata India Tax Savings Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 34.16% Consumer Cyclical 14.48% Industrials 13.79% Basic Materials 6.69% Technology 6.67% Energy 5.44% Communication Services 4.1% Health Care 3.25% Utility 2.51% Real Estate 2.5% Consumer Defensive 0.99% Asset Allocation
Asset Class Value Cash 5.4% Equity 94.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK7% ₹335 Cr 1,725,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK7% ₹307 Cr 2,125,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹192 Cr 1,350,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY4% ₹181 Cr 1,160,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN4% ₹177 Cr 2,175,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL4% ₹174 Cr 940,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | AXISBANK3% ₹155 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 | NTPC3% ₹115 Cr 3,451,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON2% ₹104 Cr 6,800,000 2. IDFC Tax Advantage (ELSS) Fund
CAGR/Annualized return of 18% since its launch. Ranked 3 in ELSS category. Return for 2024 was 13.1% , 2023 was 28.3% and 2022 was 4.2% . IDFC Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (30 Jun 25) ₹153.894 ↓ -0.43 (-0.28 %) Net Assets (Cr) ₹6,955 on 31 May 25 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio 0.04 Information Ratio -0.26 Alpha Ratio -2.02 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹18,330 30 Jun 22 ₹18,706 30 Jun 23 ₹23,871 30 Jun 24 ₹31,978 Returns for IDFC Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 25 Duration Returns 1 Month 2.9% 3 Month 8.9% 6 Month 4.4% 1 Year 2.8% 3 Year 20.7% 5 Year 26.9% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.1% 2023 28.3% 2022 4.2% 2021 49.2% 2020 18.7% 2019 1.9% 2018 -9.4% 2017 53.4% 2016 0.4% 2015 6.9% Fund Manager information for IDFC Tax Advantage (ELSS) Fund
Name Since Tenure Daylynn Pinto 20 Oct 16 8.62 Yr. Ritika Behera 7 Oct 23 1.65 Yr. Gaurav Satra 10 Jun 24 0.98 Yr. Data below for IDFC Tax Advantage (ELSS) Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 32.39% Consumer Cyclical 9.66% Basic Materials 9.11% Technology 8.32% Consumer Defensive 8.1% Energy 7.66% Health Care 6.57% Industrials 5.94% Communication Services 2.67% Real Estate 1.61% Utility 1.13% Asset Allocation
Asset Class Value Cash 6.45% Equity 93.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK8% ₹554 Cr 2,850,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE7% ₹469 Cr 3,300,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK6% ₹390 Cr 2,700,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | AXISBANK5% ₹346 Cr 2,900,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS4% ₹294 Cr 850,000
↑ 25,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY3% ₹211 Cr 1,350,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK3% ₹207 Cr 1,000,000
↑ 225,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL3% ₹186 Cr 1,000,000 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | HEROMOTOCO2% ₹151 Cr 350,000
↑ 25,000 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JINDALSTEL2% ₹142 Cr 1,500,000 3. DSP BlackRock Tax Saver Fund
CAGR/Annualized return of 15.5% since its launch. Ranked 12 in ELSS category. Return for 2024 was 23.9% , 2023 was 30% and 2022 was 4.5% . DSP BlackRock Tax Saver Fund
Growth Launch Date 18 Jan 07 NAV (30 Jun 25) ₹142.018 ↑ 0.04 (0.03 %) Net Assets (Cr) ₹16,974 on 31 May 25 Category Equity - ELSS AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 0.43 Information Ratio 0.95 Alpha Ratio 3.88 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,494 30 Jun 22 ₹16,296 30 Jun 23 ₹20,057 30 Jun 24 ₹29,364 Returns for DSP BlackRock Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 25 Duration Returns 1 Month 2.9% 3 Month 8.2% 6 Month 5.2% 1 Year 8.2% 3 Year 24.9% 5 Year 26% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.9% 2023 30% 2022 4.5% 2021 35.1% 2020 15% 2019 14.8% 2018 -7.6% 2017 36.3% 2016 11.3% 2015 4.4% Fund Manager information for DSP BlackRock Tax Saver Fund
Name Since Tenure Rohit Singhania 16 Jul 15 9.88 Yr. Data below for DSP BlackRock Tax Saver Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 34.44% Health Care 9.92% Consumer Cyclical 9.88% Basic Materials 8.38% Technology 6.64% Industrials 5.63% Consumer Defensive 4.96% Communication Services 4.88% Energy 4.25% Utility 3.76% Asset Allocation
Asset Class Value Cash 7.25% Equity 92.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK7% ₹1,256 Cr 6,455,598 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK6% ₹1,058 Cr 7,317,696 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN5% ₹916 Cr 11,277,834
↑ 1,356,594 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | AXISBANK4% ₹758 Cr 6,361,158
↓ -660,096 Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY3% ₹490 Cr 3,135,442
↑ 468,505 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL3% ₹489 Cr 2,634,816
↓ -267,605 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KOTAKBANK3% ₹428 Cr 2,062,430
↓ -291,728 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 24 | LT2% ₹393 Cr 1,068,068 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M2% ₹378 Cr 1,269,729 Cipla Ltd (Healthcare)
Equity, Since 30 Apr 23 | CIPLA2% ₹369 Cr 2,514,972 4. L&T Tax Advantage Fund
CAGR/Annualized return of 14.5% since its launch. Ranked 7 in ELSS category. Return for 2024 was 33% , 2023 was 28.4% and 2022 was -3% . L&T Tax Advantage Fund
Growth Launch Date 27 Feb 06 NAV (30 Jun 25) ₹136.68 ↑ 0.24 (0.17 %) Net Assets (Cr) ₹4,129 on 31 May 25 Category Equity - ELSS AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.31 Information Ratio 0.58 Alpha Ratio 2.34 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,399 30 Jun 22 ₹14,532 30 Jun 23 ₹18,691 30 Jun 24 ₹27,170 Returns for L&T Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 25 Duration Returns 1 Month 3.4% 3 Month 11.2% 6 Month 0.9% 1 Year 6.2% 3 Year 25.7% 5 Year 23.6% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 33% 2023 28.4% 2022 -3% 2021 30.3% 2020 13.5% 2019 4.6% 2018 -8.1% 2017 42.3% 2016 8.1% 2015 2.9% Fund Manager information for L&T Tax Advantage Fund
Name Since Tenure Sonal Gupta 21 Jul 21 3.87 Yr. Abhishek Gupta 1 Mar 24 1.25 Yr. Data below for L&T Tax Advantage Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 25.6% Consumer Cyclical 19.92% Industrials 17.66% Technology 10.61% Basic Materials 5.73% Health Care 5.16% Energy 4.29% Consumer Defensive 3.36% Utility 3.04% Communication Services 2.1% Real Estate 1.48% Asset Allocation
Asset Class Value Cash 0.78% Equity 99.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK5% ₹226 Cr 1,162,500 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK4% ₹167 Cr 1,155,500 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE3% ₹135 Cr 951,812 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY3% ₹121 Cr 774,900 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT3% ₹111 Cr 301,450 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL2% ₹87 Cr 467,000 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN2% ₹83 Cr 1,291,500 State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN2% ₹80 Cr 984,432 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433202% ₹75 Cr 3,150,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT2% ₹75 Cr 133,000 5. Aditya Birla Sun Life Tax Relief '96
CAGR/Annualized return of 11.1% since its launch. Ranked 4 in ELSS category. Return for 2024 was 16.4% , 2023 was 18.9% and 2022 was -1.4% . Aditya Birla Sun Life Tax Relief '96
Growth Launch Date 6 Mar 08 NAV (30 Jun 25) ₹61.45 ↓ -0.05 (-0.08 %) Net Assets (Cr) ₹15,368 on 31 May 25 Category Equity - ELSS AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 0.22 Information Ratio -1.14 Alpha Ratio 0.3 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹13,545 30 Jun 22 ₹12,510 30 Jun 23 ₹14,586 30 Jun 24 ₹19,640 Returns for Aditya Birla Sun Life Tax Relief '96
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 25 Duration Returns 1 Month 4.1% 3 Month 12.3% 6 Month 7.7% 1 Year 6.1% 3 Year 18.6% 5 Year 15.8% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 16.4% 2023 18.9% 2022 -1.4% 2021 12.7% 2020 15.2% 2019 4.3% 2018 -4.5% 2017 43.2% 2016 3.4% 2015 9.2% Fund Manager information for Aditya Birla Sun Life Tax Relief '96
Name Since Tenure Dhaval Shah 31 Oct 24 0.58 Yr. Dhaval Joshi 21 Nov 22 2.53 Yr. Data below for Aditya Birla Sun Life Tax Relief '96 as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 31.73% Consumer Cyclical 14.46% Health Care 9.96% Industrials 8.68% Technology 8.11% Basic Materials 7.55% Consumer Defensive 6.42% Energy 6.18% Communication Services 3.34% Utility 1.23% Real Estate 0.66% Asset Allocation
Asset Class Value Cash 1.67% Equity 98.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK9% ₹1,321 Cr 9,137,798 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK7% ₹1,123 Cr 5,775,252
↑ 759,757 Infosys Ltd (Technology)
Equity, Since 30 Jun 08 | INFY5% ₹742 Cr 4,749,292 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | AXISBANK4% ₹603 Cr 5,060,879 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jan 20 | FORTIS4% ₹539 Cr 7,634,241
↓ -12,494 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE3% ₹534 Cr 3,760,426 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 22 | BHARTIARTL3% ₹513 Cr 2,761,864
↓ -384,413 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 08 | LT3% ₹405 Cr 1,101,782 State Bank of India (Financial Services)
Equity, Since 31 Jan 22 | SBIN3% ₹392 Cr 4,828,465 TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | TVSHLTD2% ₹359 Cr 302,632
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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