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11 सर्वश्रेष्ठ प्रदर्शन कर बचत (ईएलएसएस) म्युचुअल फंड 2022 में निवेश करने के लिए

फिनकैश »म्यूचुअल फंड्स »सर्वश्रेष्ठ ईएलएसएस फंड

11 बेस्ट टैक्स सेविंग ईएलएसएस म्यूचुअल फंड 2022

Updated on January 24, 2023 , 17645 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 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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Tata India Tax Savings Fund Growth ₹29.0052
↓ -0.41
₹3,192-1.16.83.613.99.35.9
IDFC Tax Advantage (ELSS) Fund Growth ₹100.103
↓ -1.35
₹4,026-0.46.53.520.510.44.2
Principal Tax Savings Fund Growth ₹337.422
↓ -4.64
₹965-1.55.9316.78.14.3
L&T Tax Advantage Fund Growth ₹77.912
↓ -0.96
₹3,128-2.64.8-0.710.75.6-3
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28
₹1,3181.215.435.520.617.4
Kotak Tax Saver Fund Growth ₹74.885
↓ -1.06
₹3,161-0.17.34.915.111.56.9
Sundaram Diversified Equity Fund Growth ₹153.216
↓ -2.04
₹1,713-1.16.44.41374
IDBI Equity Advantage Fund Growth ₹38.45
↓ -0.69
₹480-25.10.69.97.32.2
BOI AXA Tax Advantage Fund Growth ₹98.81
↓ -1.65
₹693-1.97.50.719.911-1.3
BNP Paribas Long Term Equity Fund (ELSS) Growth ₹57.4749
↓ -0.73
₹681-1.23.5-3.610.37.7-2.1
Invesco India Tax Plan Growth ₹76.06
↓ -0.98
₹1,892-2.42.6-811.48.3-7.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jan 23

*ऊपर शीर्ष की सूची हैईएलएसएस (इक्विटी लिंक्ड सेविंग स्कीम) जिसका एयूएम/नेट एसेट . से अधिक हो500 करोड़ और फंड की उम्र>= 3 साल।

1. 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 13.7% 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 (25 Jan 23) ₹29.0052 ↓ -0.41   (-1.39 %)
Net Assets (Cr) ₹3,192 on 31 Dec 22
Category Equity - ELSS
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 0.13
Information Ratio -0.52
Alpha Ratio 1.54
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,162
31 Dec 19₹10,407
31 Dec 20₹11,644
31 Dec 21₹15,183
31 Dec 22₹16,071

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 ₹385,859.
Net Profit of ₹85,859
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 25 Jan 23

DurationReturns
1 Month 0.3%
3 Month -1.1%
6 Month 6.8%
1 Year 3.6%
3 Year 13.9%
5 Year 9.3%
10 Year
15 Year
Since launch 13.7%
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 211.82 Yr.

Data below for Tata India Tax Savings Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services36.13%
Industrials16.85%
Technology9.03%
Consumer Cyclical8.02%
Health Care6.07%
Energy5.62%
Basic Materials5.62%
Communication Services5.26%
Utility2.32%
Consumer Defensive2.1%
Real Estate1.23%
Asset Allocation
Asset ClassValue
Cash1.74%
Equity98.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
7%₹222 Cr2,325,000
↓ -405,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK
6%₹210 Cr1,305,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
6%₹190 Cr1,160,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
6%₹184 Cr675,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFC
5%₹155 Cr575,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN
5%₹151 Cr2,500,000
↓ -770,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
4%₹132 Cr1,465,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
3%₹97 Cr1,140,000
↓ -73,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT
2%₹81 Cr390,000
INOX Leisure Ltd (Communication Services)
Equity, Since 30 Nov 21 | INOXLEISUR
2%₹71 Cr1,320,000
↑ 100,000

2. 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 17.8% 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 (25 Jan 23) ₹100.103 ↓ -1.35   (-1.33 %)
Net Assets (Cr) ₹4,026 on 31 Dec 22
Category Equity - ELSS
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 0.03
Information Ratio 0.72
Alpha Ratio -0.51
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,060
31 Dec 19₹9,236
31 Dec 20₹10,963
31 Dec 21₹16,357
31 Dec 22₹17,044

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 ₹395,578.
Net Profit of ₹95,578
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 25 Jan 23

DurationReturns
1 Month 1.9%
3 Month -0.4%
6 Month 6.5%
1 Year 3.5%
3 Year 20.5%
5 Year 10.4%
10 Year
15 Year
Since launch 17.8%
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 166.2 Yr.

Data below for IDFC Tax Advantage (ELSS) Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services27.43%
Consumer Cyclical15.81%
Industrials11.96%
Basic Materials10.03%
Technology9.87%
Health Care6.4%
Energy3.67%
Consumer Defensive3.24%
Communication Services2.9%
Utility1.26%
Asset Allocation
Asset ClassValue
Cash7.42%
Equity92.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK
9%₹362 Cr3,800,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY
5%₹221 Cr1,350,000
↓ -50,000
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
5%₹211 Cr3,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
4%₹169 Cr1,050,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
4%₹150 Cr550,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 532215
3%₹126 Cr1,400,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
3%₹119 Cr1,400,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 20 | TATAMOTORS
3%₹114 Cr2,600,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | M&M
3%₹104 Cr800,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 532286
2%₹94 Cr1,750,000
↓ -50,000

3. 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 15.8% 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 (25 Jan 23) ₹337.422 ↓ -4.64   (-1.36 %)
Net Assets (Cr) ₹965 on 31 Dec 22
Category Equity - ELSS
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.44
Sharpe Ratio 0.02
Information Ratio 0.16
Alpha Ratio -0.07
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,081
31 Dec 19₹9,305
31 Dec 20₹11,063
31 Dec 21₹14,611
31 Dec 22₹15,244

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 ₹376,357.
Net Profit of ₹76,357
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 25 Jan 23

DurationReturns
1 Month 1.6%
3 Month -1.5%
6 Month 5.9%
1 Year 3%
3 Year 16.7%
5 Year 8.1%
10 Year
15 Year
Since launch 15.8%
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 193.18 Yr.
Rohit Seksaria1 Jan 221 Yr.

Data below for Principal Tax Savings Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services39.32%
Consumer Cyclical14.97%
Industrials12.59%
Technology9.87%
Energy4.79%
Health Care4.53%
Consumer Defensive4.53%
Basic Materials3.49%
Communication Services2.06%
Real Estate1.07%
Asset Allocation
Asset ClassValue
Cash2.45%
Equity97.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹89 Cr935,000
↓ -33,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
5%₹54 Cr335,117
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE
5%₹48 Cr175,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
5%₹47 Cr288,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN
5%₹46 Cr770,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC
4%₹42 Cr157,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 532215
4%₹37 Cr410,005
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Aug 20 | 500477
4%₹36 Cr2,405,310
Polycab India Ltd (Industrials)
Equity, Since 30 Nov 20 | POLYCAB
3%₹30 Cr116,000
↓ -9,297
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 19 | MARUTI
3%₹29 Cr32,000
↓ -1,000

4. 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 12.9% 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 (25 Jan 23) ₹77.912 ↓ -0.96   (-1.22 %)
Net Assets (Cr) ₹3,128 on 31 Dec 22
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio -0.39
Information Ratio -0.95
Alpha Ratio -7.1
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,192
31 Dec 19₹9,619
31 Dec 20₹10,913
31 Dec 21₹14,217
31 Dec 22₹13,786

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 ₹349,120.
Net Profit of ₹49,120
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 25 Jan 23

DurationReturns
1 Month 0.8%
3 Month -2.6%
6 Month 4.8%
1 Year -0.7%
3 Year 10.7%
5 Year 5.6%
10 Year
15 Year
Since launch 12.9%
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 220.1 Yr.
Cheenu Gupta2 Jul 211.5 Yr.

Data below for L&T Tax Advantage Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services31.58%
Consumer Cyclical20.94%
Technology12.25%
Industrials11.89%
Consumer Defensive6.23%
Basic Materials5.1%
Health Care3.87%
Energy3.72%
Utility1.79%
Real Estate1.01%
Asset Allocation
Asset ClassValue
Cash1.61%
Equity98.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
8%₹250 Cr2,619,900
↓ -771,600
State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN
6%₹189 Cr3,140,300
↑ 135,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
6%₹183 Cr1,140,100
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
5%₹167 Cr1,023,800
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 500850
4%₹136 Cr4,240,500
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
4%₹121 Cr444,200
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT
4%₹115 Cr276,400
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 22 | HINDUNILVR
3%₹113 Cr419,300
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
3%₹112 Cr538,300
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 21 | 500034
3%₹89 Cr132,900

5. HDFC Long Term Advantage Fund

To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments

HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.4% since its launch.  Ranked 23 in ELSS category. .

Below is the key information for 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.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,610
31 Dec 19₹10,581
31 Dec 20₹11,798
31 Dec 21₹15,911

HDFC Long Term 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 ₹470,047.
Net Profit of ₹170,047
Invest Now

Purchase not allowed

Returns for HDFC Long Term 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 25 Jan 23

DurationReturns
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
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for HDFC Long Term Advantage Fund
NameSinceTenure

Data below for HDFC Long Term Advantage Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. Kotak Tax Saver Fund

The investment objective of the scheme is to generate longterm capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time.

Kotak Tax Saver Fund is a Equity - ELSS fund was launched on 23 Nov 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.4% since its launch.  Ranked 19 in ELSS category.  Return for 2022 was 6.9% , 2021 was 33.2% and 2020 was 14.9% .

Below is the key information for Kotak Tax Saver Fund

Kotak Tax Saver Fund
Growth
Launch Date 23 Nov 05
NAV (25 Jan 23) ₹74.885 ↓ -1.06   (-1.39 %)
Net Assets (Cr) ₹3,161 on 31 Dec 22
Category Equity - ELSS
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 0.19
Information Ratio 0.1
Alpha Ratio 2.47
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,620
31 Dec 19₹10,838
31 Dec 20₹12,458
31 Dec 21₹16,599
31 Dec 22₹17,747

Kotak 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 ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Kotak 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 25 Jan 23

DurationReturns
1 Month 0.5%
3 Month -0.1%
6 Month 7.3%
1 Year 4.9%
3 Year 15.1%
5 Year 11.5%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6.9%
2021 33.2%
2020 14.9%
2019 12.7%
2018 -3.8%
2017 33.8%
2016 7.5%
2015 1.5%
2014 56.6%
2013 -6.3%
Fund Manager information for Kotak Tax Saver Fund
NameSinceTenure
Harsha Upadhyaya25 Aug 157.36 Yr.

Data below for Kotak Tax Saver Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services27.49%
Industrials17.08%
Basic Materials15.74%
Consumer Cyclical11.4%
Consumer Defensive7.84%
Technology6.51%
Energy4.32%
Health Care4.23%
Utility2.11%
Communication Services1.97%
Asset Allocation
Asset ClassValue
Cash1.31%
Equity98.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹248 Cr2,600,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
6%₹181 Cr3,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | 532215
5%₹162 Cr1,800,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 06 | RELIANCE
4%₹137 Cr500,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 05 | INFY
4%₹131 Cr800,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 14 | LT
4%₹119 Cr575,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Oct 21 | ITC
3%₹105 Cr3,100,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | MARUTI
3%₹90 Cr100,000
↑ 10,000
SRF Ltd (Basic Materials)
Equity, Since 30 Apr 16 | SRF
3%₹85 Cr360,000
Ambuja Cements Ltd (Basic Materials)
Equity, Since 30 Sep 21 | 500425
3%₹80 Cr1,409,086

7. Sundaram Diversified Equity Fund

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.

Sundaram Diversified Equity Fund is a Equity - ELSS fund was launched on 22 Nov 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 14 in ELSS category.  Return for 2022 was 4% , 2021 was 31.5% and 2020 was 9.9% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (25 Jan 23) ₹153.216 ↓ -2.04   (-1.31 %)
Net Assets (Cr) ₹1,713 on 31 Dec 22
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.1
Sharpe Ratio 0.01
Information Ratio -0.73
Alpha Ratio -0.34
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹8,939
31 Dec 19₹9,490
31 Dec 20₹10,425
31 Dec 21₹13,712
31 Dec 22₹14,265

Sundaram Diversified Equity 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 Sundaram Diversified Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23

DurationReturns
1 Month 1.7%
3 Month -1.1%
6 Month 6.4%
1 Year 4.4%
3 Year 13%
5 Year 7%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4%
2021 31.5%
2020 9.9%
2019 6.2%
2018 -10.6%
2017 38.4%
2016 6.8%
2015 3.1%
2014 45.7%
2013 1.4%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
Sudhir Kedia1 Jan 221 Yr.
Rohit Seksaria24 Feb 211.85 Yr.

Data below for Sundaram Diversified Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services40.6%
Industrials14.88%
Technology11%
Consumer Cyclical10.92%
Consumer Defensive5.65%
Energy5.15%
Basic Materials4.03%
Health Care3.37%
Communication Services2.12%
Real Estate1.14%
Asset Allocation
Asset ClassValue
Cash0.92%
Equity99.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
9%₹162 Cr1,699,000
↓ -80,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
6%₹115 Cr714,000
↓ -22,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
5%₹93 Cr341,595
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
5%₹93 Cr570,000
↓ -22,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
5%₹87 Cr1,450,000
↓ -30,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
4%₹75 Cr834,000
↓ -40,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC
4%₹73 Cr272,000
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 22 | 500477
3%₹61 Cr4,089,762
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹56 Cr165,000
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 22 | POLYCAB
3%₹54 Cr209,000
↓ -18,703

8. IDBI Equity Advantage Fund

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.

IDBI Equity Advantage Fund is a Equity - ELSS fund was launched on 10 Sep 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 21 in ELSS category.  Return for 2022 was 2.2% , 2021 was 25.6% and 2020 was 8.4% .

Below is the key information for IDBI Equity Advantage Fund

IDBI Equity Advantage Fund
Growth
Launch Date 10 Sep 13
NAV (25 Jan 23) ₹38.45 ↓ -0.69   (-1.76 %)
Net Assets (Cr) ₹480 on 31 Dec 22
Category Equity - ELSS
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.39
Sharpe Ratio -0.09
Information Ratio -0.81
Alpha Ratio -1.93
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,827
31 Dec 19₹10,387
31 Dec 20₹11,256
31 Dec 21₹14,135
31 Dec 22₹14,440

IDBI Equity 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 IDBI Equity 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 25 Jan 23

DurationReturns
1 Month -0.2%
3 Month -2%
6 Month 5.1%
1 Year 0.6%
3 Year 9.9%
5 Year 7.3%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 2.2%
2021 25.6%
2020 8.4%
2019 5.7%
2018 -1.7%
2017 35.3%
2016 0%
2015 3.1%
2014 71.2%
2013
Fund Manager information for IDBI Equity Advantage Fund
NameSinceTenure
Alok Ranjan16 Aug 211.38 Yr.

Data below for IDBI Equity Advantage Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services35.87%
Industrials14.7%
Basic Materials14%
Technology13.12%
Consumer Cyclical10.04%
Energy4.9%
Consumer Defensive2.94%
Communication Services2.06%
Health Care1.89%
Asset Allocation
Asset ClassValue
Cash0.47%
Equity99.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | ICICIBANK
9%₹45 Cr475,423
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 20 | HDFCBANK
8%₹40 Cr247,297
Infosys Ltd (Technology)
Equity, Since 31 Oct 20 | INFY
6%₹32 Cr192,810
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
5%₹27 Cr446,147
ABB India Ltd (Industrials)
Equity, Since 30 Apr 15 | ABB
4%₹22 Cr71,781
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 20 | RELIANCE
4%₹21 Cr77,980
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | 532215
4%₹19 Cr213,065
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 13 | CHOLAFIN
3%₹17 Cr232,325
HCL Technologies Ltd (Technology)
Equity, Since 31 May 20 | HCLTECH
3%₹16 Cr146,618
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 20 | HDFC
3%₹15 Cr56,815

9. BOI AXA Tax Advantage Fund

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.)

BOI AXA Tax Advantage Fund is a Equity - ELSS fund was launched on 25 Feb 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch.  Ranked 13 in ELSS category.  Return for 2022 was -1.3% , 2021 was 41.5% and 2020 was 31.2% .

Below is the key information for BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund
Growth
Launch Date 25 Feb 09
NAV (25 Jan 23) ₹98.81 ↓ -1.65   (-1.64 %)
Net Assets (Cr) ₹693 on 31 Dec 22
Category Equity - ELSS
AMC BOI AXA Investment Mngrs Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio -0.3
Information Ratio 0.6
Alpha Ratio -5.83
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹8,366
31 Dec 19₹9,588
31 Dec 20₹12,579
31 Dec 21₹17,793
31 Dec 22₹17,570

BOI AXA 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 ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for BOI AXA 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 25 Jan 23

DurationReturns
1 Month 0.2%
3 Month -1.9%
6 Month 7.5%
1 Year 0.7%
3 Year 19.9%
5 Year 11%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1.3%
2021 41.5%
2020 31.2%
2019 14.6%
2018 -16.3%
2017 57.7%
2016 -1.2%
2015 2.1%
2014 44%
2013 9.1%
Fund Manager information for BOI AXA Tax Advantage Fund
NameSinceTenure
Alok Singh27 Apr 220.68 Yr.

Data below for BOI AXA Tax Advantage Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services37.06%
Consumer Cyclical14.92%
Basic Materials9.62%
Consumer Defensive8.46%
Industrials7.68%
Health Care6.4%
Energy4.45%
Technology3.67%
Utility3.12%
Real Estate1.7%
Communication Services0.78%
Asset Allocation
Asset ClassValue
Cash2.07%
Equity97.86%
Debt0.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
7%₹50 Cr529,340
State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN
7%₹46 Cr770,000
↓ -20,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
6%₹39 Cr244,000
↑ 19,000
Canara Bank (Financial Services)
Equity, Since 31 Aug 22 | 532483
4%₹28 Cr895,000
↑ 25,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
4%₹25 Cr91,009
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
3%₹22 Cr1,260,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 28 Feb 22 | VBL
3%₹19 Cr154,000
↓ -14,692
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | 532215
3%₹18 Cr204,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 22 | ITC
2%₹16 Cr473,223
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 30 Apr 22 | 500038
2%₹15 Cr396,000
↑ 91,000

10. BNP Paribas Long Term Equity Fund (ELSS)

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.

BNP Paribas Long Term Equity Fund (ELSS) is a Equity - ELSS fund was launched on 5 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.8% since its launch.  Ranked 22 in ELSS category.  Return for 2022 was -2.1% , 2021 was 23.6% and 2020 was 17.8% .

Below is the key information for BNP Paribas Long Term Equity Fund (ELSS)

BNP Paribas Long Term Equity Fund (ELSS)
Growth
Launch Date 5 Jan 06
NAV (25 Jan 23) ₹57.4749 ↓ -0.73   (-1.26 %)
Net Assets (Cr) ₹681 on 31 Dec 22
Category Equity - ELSS
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.38
Sharpe Ratio -0.41
Information Ratio 0
Alpha Ratio 0
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,069
31 Dec 19₹10,362
31 Dec 20₹12,204
31 Dec 21₹15,081
31 Dec 22₹14,769

BNP Paribas Long Term Equity Fund (ELSS) 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 BNP Paribas Long Term Equity Fund (ELSS)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23

DurationReturns
1 Month 0.6%
3 Month -1.2%
6 Month 3.5%
1 Year -3.6%
3 Year 10.3%
5 Year 7.7%
10 Year
15 Year
Since launch 10.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -2.1%
2021 23.6%
2020 17.8%
2019 14.3%
2018 -9.3%
2017 42.3%
2016 -6.6%
2015 7.7%
2014 53%
2013 7.7%
Fund Manager information for BNP Paribas Long Term Equity Fund (ELSS)
NameSinceTenure
Sanjay Chawla14 Mar 220.8 Yr.
Pratish Krishnan14 Mar 220.8 Yr.
Miten Vora1 Dec 220.08 Yr.

Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services35.08%
Consumer Cyclical14.86%
Technology10.84%
Industrials8.47%
Health Care6.39%
Communication Services5.14%
Consumer Defensive4.79%
Energy4.54%
Basic Materials4.02%
Real Estate3.22%
Asset Allocation
Asset ClassValue
Cash2.66%
Equity97.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
9%₹65 Cr405,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | ICICIBANK
8%₹57 Cr594,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
7%₹46 Cr284,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE
5%₹32 Cr117,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 22 | SBIN
5%₹32 Cr530,000
↑ 180,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 18 | ULTRACEMCO
3%₹23 Cr32,250
↑ 14,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 21 | SUNPHARMA
3%₹20 Cr190,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
3%₹20 Cr219,000
↑ 35,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT
3%₹19 Cr91,500
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | HINDUNILVR
3%₹18 Cr68,600

11. Invesco India Tax Plan

The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

Invesco India Tax Plan is a Equity - ELSS fund was launched on 29 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.5% since its launch.  Ranked 17 in ELSS category.  Return for 2022 was -7.7% , 2021 was 32.6% and 2020 was 19.2% .

Below is the key information for Invesco India Tax Plan

Invesco India Tax Plan
Growth
Launch Date 29 Dec 06
NAV (25 Jan 23) ₹76.06 ↓ -0.98   (-1.27 %)
Net Assets (Cr) ₹1,892 on 31 Dec 22
Category Equity - ELSS
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.7
Information Ratio -0.86
Alpha Ratio -12.53
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,875
31 Dec 19₹10,806
31 Dec 20₹12,877
31 Dec 21₹17,069
31 Dec 22₹15,762

Invesco India Tax Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Invesco India Tax Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jan 23

DurationReturns
1 Month -0.5%
3 Month -2.4%
6 Month 2.6%
1 Year -8%
3 Year 11.4%
5 Year 8.3%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -7.7%
2021 32.6%
2020 19.2%
2019 9.4%
2018 -1.3%
2017 35.7%
2016 3.4%
2015 5.8%
2014 54.3%
2013 10.1%
Fund Manager information for Invesco India Tax Plan
NameSinceTenure
Amit Nigam3 Sep 202.33 Yr.
Dhimant Kothari29 Mar 184.76 Yr.

Data below for Invesco India Tax Plan as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services32.5%
Technology13.21%
Consumer Cyclical12.82%
Industrials11.64%
Basic Materials6.69%
Energy6.48%
Consumer Defensive5.22%
Health Care4.63%
Utility3.23%
Communication Services2.79%
Asset Allocation
Asset ClassValue
Cash0.81%
Equity99.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFC
10%₹200 Cr742,649
Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY
8%₹155 Cr946,733
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
6%₹127 Cr464,434
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
6%₹125 Cr1,310,060
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
3%₹61 Cr672,570
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | KOTAKBANK
3%₹58 Cr297,753
LTIMindtree Ltd (Technology)
Equity, Since 30 Apr 22 | LTIM
3%₹55 Cr114,665
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL
3%₹55 Cr643,148
↓ -236,560
KEI Industries Ltd (Industrials)
Equity, Since 30 Apr 21 | KEI
3%₹52 Cr337,835
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 22 | 540376
3%₹50 Cr123,883


ईएलएसएस एसआईपी कैलकुलेटर

Know Your SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹720,000
expected amount after 5 Years is ₹1,074,189.
Net Profit of ₹354,189
Invest Now

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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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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Kruti, posted on 23 Nov 18 9:57 PM

Nice article. Highly recommended for guys who are looking to save tax under section 80c.

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