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कर बचत के लिए 5 सर्वश्रेष्ठ प्रदर्शन करने वाले ईएलएसएस म्यूचुअल फंड एसआईपी 2022 यू/एस 80सी

फिनकैश »म्यूचुअल फंड्स »बेस्ट ईएलएसएस फंड एसआईपी

2022 में एसआईपी निवेश के लिए सर्वश्रेष्ठ ईएलएसएस म्यूचुअल फंड

Updated on March 20, 2023 , 3629 views

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

  1. एकमुश्त निवेश
  2. सिप (व्यवस्थितनिवेश योजना) निवेश

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शीर्ष 5 सर्वश्रेष्ठ प्रदर्शन करने वाले ईएलएसएस म्यूचुअल फंड एसआईपी वित्तीय वर्ष 22 - 23

1. IDFC Tax Advantage (ELSS) Fund

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 CAGR/Annualized return of 17.4% since its launch.  Ranked 3 in ELSS category.  Return for 2022 was 4.2% , 2021 was 49.2% and 2020 was 18.7% .

Below is the key information for IDFC Tax Advantage (ELSS) Fund

IDFC Tax Advantage (ELSS) Fund
Growth
Launch Date 26 Dec 08
NAV (22 Mar 23) ₹97.904 ↑ 0.43   (0.44 %)
Net Assets (Cr) ₹4,024 on 28 Feb 23
Category Equity - ELSS
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 0.05
Information Ratio 0.74
Alpha Ratio 1.94
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹8,871
29 Feb 20₹9,006
28 Feb 21₹12,724
28 Feb 22₹15,945
28 Feb 23₹16,776

IDFC Tax Advantage (ELSS) Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for IDFC Tax Advantage (ELSS) Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Mar 23

DurationReturns
1 Month -1.2%
3 Month -2.6%
6 Month -2.2%
1 Year 1.4%
3 Year 35.7%
5 Year 11.9%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.2%
2021 49.2%
2020 18.7%
2019 1.9%
2018 -9.4%
2017 53.4%
2016 0.4%
2015 6.9%
2014 42.2%
2013 15%
Fund Manager information for IDFC Tax Advantage (ELSS) Fund
NameSinceTenure
Daylynn Pinto20 Oct 166.29 Yr.

Data below for IDFC Tax Advantage (ELSS) Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services26.83%
Consumer Cyclical15.59%
Industrials12.6%
Technology9.99%
Basic Materials9.74%
Health Care6.34%
Consumer Defensive3.89%
Energy3.65%
Communication Services2.67%
Utility1.49%
Asset Allocation
Asset ClassValue
Cash7.21%
Equity92.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK
8%₹316 Cr3,800,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY
5%₹207 Cr1,350,000
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
5%₹194 Cr3,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
4%₹168 Cr1,050,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
4%₹147 Cr625,000
↑ 25,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 532215
3%₹122 Cr1,400,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 20 | TATAMOTORS
3%₹118 Cr2,600,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | M&M
3%₹110 Cr800,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
3%₹108 Cr1,400,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 532286
2%₹93 Cr1,600,000
↓ -100,000

2. Tata India Tax Savings Fund

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 CAGR/Annualized return of 12.9% since its launch.  Ranked 1 in ELSS category.  Return for 2022 was 5.9% , 2021 was 30.4% and 2020 was 11.9% .

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund
Growth
Launch Date 13 Oct 14
NAV (22 Mar 23) ₹27.8807 ↑ 0.04   (0.14 %)
Net Assets (Cr) ₹3,078 on 28 Feb 23
Category Equity - ELSS
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 0.08
Information Ratio -0.49
Alpha Ratio 2.71
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,537
29 Feb 20₹10,412
28 Feb 21₹13,291
28 Feb 22₹15,346
28 Feb 23₹16,201

Tata India Tax Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Tata India Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Mar 23

DurationReturns
1 Month -2.8%
3 Month -5.9%
6 Month -4.2%
1 Year 0.2%
3 Year 24.9%
5 Year 10.7%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.9%
2021 30.4%
2020 11.9%
2019 13.6%
2018 -8.4%
2017 46%
2016 2.1%
2015 13.3%
2014
2013
Fund Manager information for Tata India Tax Savings Fund
NameSinceTenure
Tejas Gutka9 Mar 211.9 Yr.

Data below for Tata India Tax Savings Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services35.7%
Industrials17.88%
Technology9.03%
Consumer Cyclical8.54%
Health Care5.67%
Basic Materials5.39%
Communication Services5.32%
Energy5.11%
Utility2.44%
Consumer Defensive2.35%
Real Estate1.22%
Asset Allocation
Asset ClassValue
Cash1.35%
Equity98.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK
7%₹209 Cr1,305,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
6%₹193 Cr2,325,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
6%₹178 Cr1,160,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
5%₹159 Cr675,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFC
5%₹151 Cr575,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN
4%₹138 Cr2,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
4%₹128 Cr1,465,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
3%₹88 Cr1,140,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT
3%₹83 Cr390,000
INOX Leisure Ltd (Communication Services)
Equity, Since 30 Nov 21 | INOXLEISUR
2%₹74 Cr1,470,000
↑ 150,000

3. DSP BlackRock Tax Saver Fund

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 CAGR/Annualized return of 13.7% since its launch.  Ranked 12 in ELSS category.  Return for 2022 was 4.5% , 2021 was 35.1% and 2020 was 15% .

Below is the key information for DSP BlackRock Tax Saver Fund

DSP BlackRock Tax Saver Fund
Growth
Launch Date 18 Jan 07
NAV (22 Mar 23) ₹79.615 ↑ 0.26   (0.32 %)
Net Assets (Cr) ₹10,129 on 28 Feb 23
Category Equity - ELSS
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio -0.03
Information Ratio 0.09
Alpha Ratio 1.01
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,562
29 Feb 20₹10,660
28 Feb 21₹14,010
28 Feb 22₹16,793
28 Feb 23₹17,487

DSP BlackRock Tax Saver Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for DSP BlackRock Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Mar 23

DurationReturns
1 Month -2%
3 Month -4.5%
6 Month -3.6%
1 Year 0.5%
3 Year 27.7%
5 Year 12.5%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.5%
2021 35.1%
2020 15%
2019 14.8%
2018 -7.6%
2017 36.3%
2016 11.3%
2015 4.4%
2014 52.2%
2013 6.7%
Fund Manager information for DSP BlackRock Tax Saver Fund
NameSinceTenure
Rohit Singhania16 Jul 157.55 Yr.
Kaushal Maroo1 Dec 220.17 Yr.

Data below for DSP BlackRock Tax Saver Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services36.44%
Consumer Cyclical13.47%
Technology11.36%
Health Care7.62%
Industrials7.62%
Basic Materials7.48%
Consumer Defensive4.35%
Utility3.88%
Energy3.82%
Communication Services2.07%
Asset Allocation
Asset ClassValue
Cash1.9%
Equity98.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
10%₹996 Cr6,211,551
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
7%₹691 Cr8,309,003
↓ -594,887
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
7%₹680 Cr4,434,689
↑ 68,197
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
5%₹484 Cr8,745,584
↑ 175,842
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
4%₹451 Cr5,175,964
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 21 | HCLTECH
3%₹326 Cr2,906,835
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Jun 20 | SBILIFE
2%₹247 Cr2,023,757
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 20 | SUNPHARMA
2%₹245 Cr2,372,356
↓ -148,617
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
2%₹230 Cr1,671,199
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 20 | DRREDDY
2%₹226 Cr523,308

4. Principal Tax Savings Fund

To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors, the scheme aims at providing returns through capital appreciation.

Principal Tax Savings Fund is a Equity - ELSS fund was launched on 31 Mar 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.5% since its launch.  Ranked 8 in ELSS category.  Return for 2022 was 4.3% , 2021 was 32.1% and 2020 was 18.9% .

Below is the key information for Principal Tax Savings Fund

Principal Tax Savings Fund
Growth
Launch Date 31 Mar 96
NAV (22 Mar 23) ₹321.954 ↑ 1.13   (0.35 %)
Net Assets (Cr) ₹931 on 28 Feb 23
Category Equity - ELSS
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.44
Sharpe Ratio -0.1
Information Ratio 0.22
Alpha Ratio -0.04
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,014
29 Feb 20₹9,197
28 Feb 21₹12,232
28 Feb 22₹14,764
28 Feb 23₹15,223

Principal Tax Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Principal Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Mar 23

DurationReturns
1 Month -2.5%
3 Month -5.3%
6 Month -6.1%
1 Year 0.2%
3 Year 27.1%
5 Year 9.5%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.3%
2021 32.1%
2020 18.9%
2019 2.5%
2018 -9.2%
2017 48.8%
2016 6.2%
2015 2.7%
2014 49.4%
2013 8.5%
Fund Manager information for Principal Tax Savings Fund
NameSinceTenure
Sudhir Kedia29 Oct 193.26 Yr.
Rohit Seksaria1 Jan 221.08 Yr.

Data below for Principal Tax Savings Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services35.2%
Consumer Cyclical14.43%
Industrials12.89%
Technology10.24%
Energy6.29%
Consumer Defensive5.61%
Health Care4.14%
Basic Materials3.45%
Communication Services1.16%
Real Estate1%
Asset Allocation
Asset ClassValue
Cash5.33%
Equity94.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹67 Cr803,000
↓ -58,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE
6%₹60 Cr254,000
↑ 79,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
6%₹54 Cr335,117
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
5%₹44 Cr288,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC
4%₹41 Cr157,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN
4%₹38 Cr683,000
↓ -87,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 532215
3%₹31 Cr356,000
↓ -54,005
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Aug 20 | 500477
3%₹29 Cr1,960,000
↓ -445,310
Polycab India Ltd (Industrials)
Equity, Since 30 Nov 20 | POLYCAB
3%₹29 Cr99,000
↓ -7,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 14 | TCS
3%₹26 Cr78,000

5. L&T Tax Advantage Fund

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 CAGR/Annualized return of 12.7% since its launch.  Ranked 7 in ELSS category.  Return for 2022 was -3% , 2021 was 30.3% and 2020 was 13.5% .

Below is the key information for L&T Tax Advantage Fund

L&T Tax Advantage Fund
Growth
Launch Date 27 Feb 06
NAV (22 Mar 23) ₹76.6847 ↑ 0.13   (0.17 %)
Net Assets (Cr) ₹3,007 on 28 Feb 23
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio -0.13
Information Ratio -0.8
Alpha Ratio -0.62
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹8,872
29 Feb 20₹9,409
28 Feb 21₹11,676
28 Feb 22₹13,496
28 Feb 23₹13,767

L&T Tax Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for L&T Tax Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Mar 23

DurationReturns
1 Month -1.9%
3 Month -2.8%
6 Month -4.7%
1 Year -2%
3 Year 23.2%
5 Year 7.3%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -3%
2021 30.3%
2020 13.5%
2019 4.6%
2018 -8.1%
2017 42.3%
2016 8.1%
2015 2.9%
2014 44.8%
2013 6.8%
Fund Manager information for L&T Tax Advantage Fund
NameSinceTenure
Gautam Bhupal25 Nov 220.19 Yr.
Cheenu Gupta2 Jul 211.59 Yr.

Data below for L&T Tax Advantage Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services31.48%
Consumer Cyclical18.53%
Technology12.84%
Industrials12.84%
Consumer Defensive7.26%
Basic Materials6.43%
Health Care3.41%
Energy2.97%
Utility1.91%
Real Estate0.96%
Asset Allocation
Asset ClassValue
Cash1.35%
Equity98.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
7%₹203 Cr2,442,000
↓ -177,900
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
6%₹183 Cr1,140,100
State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN
6%₹174 Cr3,140,300
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
5%₹141 Cr919,900
↓ -103,900
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 500850
4%₹128 Cr4,240,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
4%₹114 Cr538,300
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT
4%₹111 Cr236,700
↓ -39,700
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 22 | HINDUNILVR
4%₹108 Cr419,300
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
3%₹90 Cr383,700
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
3%₹81 Cr1,059,800

Disclaimer:
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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