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धारा 80सी के तहत शीर्ष 7 सर्वश्रेष्ठ ईएलएसएस टैक्स सेविंग फंड | Fincash.com

फिनकैश »म्यूचुअल फंड्स »धारा 80सी के तहत सर्वश्रेष्ठ ईएलएसएस

धारा 80सी के तहत शीर्ष 7 सर्वश्रेष्ठ ईएलएसएस टैक्स सेविंग फंड

Updated on February 28, 2024 , 8090 views

ये वो वक्त है जब हर कोई खूंखार को बचाना चाहता हैआयकर. कई निवेशक अपना पैसा योजनाओं में निवेश करते हैं जैसेम्यूचुअल फंड्सआदि अपनी गाढ़ी कमाई को बचाने के लिए। टैक्स सीजन 2018 तेजी से आ रहा है, हम आपके लिए सबसे अच्छा लेकर आए हैंईएलएसएस अपनी बचत के लिए टैक्स सेविंग फंडआय कर। ईएलएसएस या इक्विटी लिंक्ड सेविंग स्कीम है aटैक्स सेविंग निवेश जिसके माध्यम से कोई INR 1,50 तक की कटौती प्राप्त कर सकता है,000 से उनकीकरदायी आय के अनुसारधारा 80सी आयकर अधिनियम के। इक्विटी और टैक्स सेविंग का मेल होने के कारण, ईएलएसएस स्कीम इक्विटी के लिए इष्टतम गेटवे है। आपके द्वारा निवेश किया गया पैसा स्टॉक के रूप में बढ़ता हैमंडी उगता है। तो, इक्विटी लिंक्ड सेविंग स्कीम में लाभ अधिक है। इससे पहले, हम इस फंड के कई लाभों को देखें, आइए धारा 80सी के तहत शीर्ष 7 सर्वश्रेष्ठ ईएलएसएस टैक्स सेविंग फंड देखें।

धारा 80सी के तहत ईएलएसएस के माध्यम से कर बचत के अनेक लाभ

ईएलएसएस योजना दोहरे लाभ प्राप्त करने का एक आसान तरीका है- बचत करेंकरों और शेयर बाजारों में पैसा बढ़ाना। इसी तरह और भी कई फायदे हैं जैसे:

ईएलएसएस के माध्यम से कर बचत

एकइन्वेस्टर एक कर के लिए पात्र हैकटौती धारा 80सी के तहत 1.5 लाख रुपये तक। INR 1,50,000 का यह निवेश INR 46,350 तक कर बचा सकता है। लेकिन, यह केवल उन निवेशकों के लिए है जो 30% इनकम टैक्स ब्रैकेट में हैं। 20% के आयकर स्लैब के लिए यह INR 30,000 है और 5% स्लैब के लिए यह INR 7,525 है।

न्यूनतम और अधिकतम निवेश

निवेशक कर सकते हैंम्युचुअल फंड में निवेश दो तरीके से-सिप और एकमुश्त। ELSS में निवेश के लिए SIP के माध्यम से निवेश करने के लिए न्यूनतम राशि INR 500 है। और एक मुश्त राशि के लिए यह INR 5000 है।

ईएलएसएस की लॉक-इन अवधि

ईएलएसएस का एक महत्वपूर्ण लाभ यह है कि यह अन्य टैक्स सेविंग विकल्पों की तुलना में 3 साल की सबसे कम लॉक-इन अवधि के साथ आता है।

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धारा 80सी के तहत सर्वश्रेष्ठ ईएलएसएस म्युचुअल फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
BOI AXA Tax Advantage Fund Growth ₹149.5
↑ 2.16
₹1,09016.529.452.924.22634.8
Motilal Oswal Long Term Equity Fund Growth ₹40.5774
↑ 0.24
₹2,92114.225.751.122.620.437
IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04
₹4859.715.116.920.810
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28
₹1,3181.215.435.520.617.4
JM Tax Gain Fund Growth ₹40.9263
↑ 0.42
₹11513.12044.120.420.830.9
Kotak Tax Saver Fund Growth ₹101.184
↑ 1.58
₹4,79711.316.235.719.919.523.6
Mahindra Mutual Fund Kar Bachat Yojana Growth ₹24.9881
↑ 0.32
₹7818.912.831.719.117.725.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Mar 24
*उपरोक्त इक्विटी लिंक्ड सेविंग सेकेम्स की सूची है जिसमें शुद्ध संपत्तियां अधिक होती हैं100 - 5,000 करोड़ और 1 वर्ष से अधिक के लिए धन का प्रबंधन किया है और भाग के वार्षिक रिटर्न के आधार पर क्रमबद्ध किया है3 वर्ष.

1. 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 19.7% since its launch.  Ranked 13 in ELSS category.  Return for 2023 was 34.8% , 2022 was -1.3% and 2021 was 41.5% .

Below is the key information for BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund
Growth
Launch Date 25 Feb 09
NAV (01 Mar 24) ₹149.5 ↑ 2.16   (1.47 %)
Net Assets (Cr) ₹1,090 on 31 Jan 24
Category Equity - ELSS
AMC BOI AXA Investment Mngrs Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio 2.25
Information Ratio 0.67
Alpha Ratio 6.21
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹12,243
28 Feb 21₹16,531
28 Feb 22₹20,178
28 Feb 23₹20,760
29 Feb 24₹31,625

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 ₹584,107.
Net Profit of ₹284,107
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 1 Mar 24

DurationReturns
1 Month 5%
3 Month 16.5%
6 Month 29.4%
1 Year 52.9%
3 Year 24.2%
5 Year 26%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 44%
Fund Manager information for BOI AXA Tax Advantage Fund
NameSinceTenure
Alok Singh27 Apr 221.77 Yr.

Data below for BOI AXA Tax Advantage Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services39.37%
Industrials10.63%
Consumer Cyclical9.9%
Basic Materials7.88%
Health Care6.87%
Technology6.1%
Utility5.26%
Energy4.66%
Consumer Defensive3.33%
Real Estate2.71%
Asset Allocation
Asset ClassValue
Cash3.29%
Equity96.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
6%₹58 Cr340,000
↑ 136,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN
5%₹50 Cr780,000
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 23 | PFC
5%₹48 Cr1,252,000
↓ -135,500
Canara Bank (Financial Services)
Equity, Since 31 Aug 22 | CANBK
4%₹39 Cr895,000
Bank of Baroda (Financial Services)
Equity, Since 31 Oct 22 | BANKBARODA
4%₹38 Cr1,650,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | NTPC
4%₹38 Cr1,208,000
↓ -52,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
3%₹34 Cr130,000
↑ 38,991
Union Bank of India (Financial Services)
Equity, Since 31 Dec 22 | 532477
3%₹32 Cr2,725,875
REC Ltd (Financial Services)
Equity, Since 30 Sep 23 | RECLTD
3%₹29 Cr700,000
↓ -120,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 22 | LT
3%₹28 Cr78,000

2. Motilal Oswal Long Term Equity Fund

(Erstwhile Motilal Oswal MOSt Focused Long Term Fund)

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Long Term Equity Fund is a Equity - ELSS fund was launched on 21 Jan 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.5% since its launch.  Return for 2023 was 37% , 2022 was 1.8% and 2021 was 32.1% .

Below is the key information for Motilal Oswal Long Term Equity Fund

Motilal Oswal Long Term Equity Fund
Growth
Launch Date 21 Jan 15
NAV (01 Mar 24) ₹40.5774 ↑ 0.24   (0.61 %)
Net Assets (Cr) ₹2,921 on 31 Dec 23
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.68
Sharpe Ratio 1.98
Information Ratio 0.38
Alpha Ratio 9.96
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹11,627
28 Feb 21₹13,715
28 Feb 22₹15,851
28 Feb 23₹16,736
29 Feb 24₹25,293

Motilal Oswal Long Term 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 ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Motilal Oswal Long Term 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 1 Mar 24

DurationReturns
1 Month 3.4%
3 Month 14.2%
6 Month 25.7%
1 Year 51.1%
3 Year 22.6%
5 Year 20.4%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37%
2022 1.8%
2021 32.1%
2020 8.8%
2019 13.2%
2018 -8.7%
2017 44%
2016 12.5%
2015
2014
Fund Manager information for Motilal Oswal Long Term Equity Fund
NameSinceTenure
Ajay Khandelwal11 Dec 230.14 Yr.
Niket Shah17 Oct 230.29 Yr.
Rakesh Shetty22 Nov 221.19 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 31 Dec 23

Equity Sector Allocation
SectorValue
Financial Services22.91%
Industrials21.14%
Consumer Cyclical20.21%
Health Care14.71%
Basic Materials5.21%
Real Estate4.64%
Technology3.7%
Utility2.66%
Asset Allocation
Asset ClassValue
Cash4.81%
Equity95.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 23 | 543940
6%₹172 Cr7,400,000
↑ 900,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
6%₹161 Cr13,000,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT
5%₹160 Cr524,799
↓ -175,201
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jul 23 | INDIGO
5%₹152 Cr511,055
↓ -13,945
Global Health Ltd (Healthcare)
Equity, Since 30 Nov 22 | MEDANTA
5%₹150 Cr1,560,000
↓ -140,000
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | INDUSINDBK
5%₹144 Cr900,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE
5%₹136 Cr1,150,000
↑ 150,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK
5%₹135 Cr1,350,000
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Aug 21 | FORTIS
4%₹126 Cr3,000,000
Infosys Ltd (Technology)
Equity, Since 31 Aug 20 | INFY
4%₹108 Cr700,000
↓ -150,000

3. 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 16% since its launch.  Ranked 21 in ELSS category. .

Below is the key information for 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.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,921
28 Feb 21₹12,738
28 Feb 22₹14,849
28 Feb 23₹15,267

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 ₹385,859.
Net Profit of ₹85,859
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 1 Mar 24

DurationReturns
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
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for IDBI Equity Advantage Fund
NameSinceTenure

Data below for IDBI Equity Advantage Fund as on 30 Jun 23

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

4. 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
28 Feb 19₹10,000
29 Feb 20₹10,378
28 Feb 21₹13,707

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 1 Mar 24

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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
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

5. JM Tax Gain Fund

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.

JM Tax Gain Fund is a Equity - ELSS fund was launched on 31 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.3% since its launch.  Ranked 18 in ELSS category.  Return for 2023 was 30.9% , 2022 was 0.5% and 2021 was 32.2% .

Below is the key information for JM Tax Gain Fund

JM Tax Gain Fund
Growth
Launch Date 31 Mar 08
NAV (01 Mar 24) ₹40.9263 ↑ 0.42   (1.03 %)
Net Assets (Cr) ₹115 on 31 Jan 24
Category Equity - ELSS
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio 2.49
Information Ratio 0.24
Alpha Ratio 10.02
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹11,382
28 Feb 21₹14,615
28 Feb 22₹17,234
28 Feb 23₹17,704
29 Feb 24₹25,550

JM Tax Gain Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for JM Tax Gain Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Mar 24

DurationReturns
1 Month 4.1%
3 Month 13.1%
6 Month 20%
1 Year 44.1%
3 Year 20.4%
5 Year 20.8%
10 Year
15 Year
Since launch 9.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 54.9%
Fund Manager information for JM Tax Gain Fund
NameSinceTenure
Asit Bhandarkar31 Dec 212.08 Yr.
Gurvinder Wasan1 Dec 221.17 Yr.
Chaitanya Choksi18 Jul 149.55 Yr.

Data below for JM Tax Gain Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services29.07%
Industrials16.28%
Consumer Cyclical13.89%
Technology12.89%
Basic Materials11.55%
Consumer Defensive6.76%
Health Care3.21%
Communication Services1.82%
Real Estate1.55%
Utility1.51%
Asset Allocation
Asset ClassValue
Cash1.47%
Equity98.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK
5%₹6 Cr55,475
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
5%₹5 Cr14,300
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK
4%₹5 Cr27,881
↑ 3,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 14 | ULTRACEMCO
4%₹4 Cr4,150
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | PFC
4%₹4 Cr111,625
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | TRENT
3%₹3 Cr11,346
Bank of Baroda (Financial Services)
Equity, Since 30 Sep 22 | BANKBARODA
3%₹3 Cr148,000
↑ 50,000
Thermax Ltd (Industrials)
Equity, Since 31 Dec 23 | THERMAX
3%₹3 Cr10,500
↑ 10,500
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | JYOTHYLAB
3%₹3 Cr61,750
↓ -9,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹3 Cr45,400

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 13.4% since its launch.  Ranked 19 in ELSS category.  Return for 2023 was 23.6% , 2022 was 6.9% and 2021 was 33.2% .

Below is the key information for Kotak Tax Saver Fund

Kotak Tax Saver Fund
Growth
Launch Date 23 Nov 05
NAV (01 Mar 24) ₹101.184 ↑ 1.58   (1.58 %)
Net Assets (Cr) ₹4,797 on 31 Jan 24
Category Equity - ELSS
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 2.03
Information Ratio -0.16
Alpha Ratio 1.35
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹11,149
28 Feb 21₹14,133
28 Feb 22₹16,798
28 Feb 23₹17,953
29 Feb 24₹24,357

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 ₹493,520.
Net Profit of ₹193,520
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 1 Mar 24

DurationReturns
1 Month 4.2%
3 Month 11.3%
6 Month 16.2%
1 Year 35.7%
3 Year 19.9%
5 Year 19.5%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.6%
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%
Fund Manager information for Kotak Tax Saver Fund
NameSinceTenure
Harsha Upadhyaya25 Aug 158.44 Yr.

Data below for Kotak Tax Saver Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services24.86%
Industrials17.7%
Consumer Cyclical14.25%
Basic Materials13.01%
Consumer Defensive8.22%
Utility6.02%
Technology5.3%
Health Care4.09%
Communication Services2.76%
Energy2.76%
Asset Allocation
Asset ClassValue
Cash1.03%
Equity98.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
6%₹278 Cr1,625,000
↑ 624,999
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | MARUTI
5%₹232 Cr225,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹209 Cr2,100,000
↓ -425,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 14 | LT
4%₹208 Cr588,501
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | AXISBANK
4%₹198 Cr1,800,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
4%₹173 Cr2,700,000
NTPC Ltd (Utilities)
Equity, Since 30 Sep 22 | NTPC
4%₹168 Cr5,400,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 06 | RELIANCE
3%₹129 Cr500,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 22 | HINDUNILVR
3%₹127 Cr475,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Oct 21 | ITC
3%₹125 Cr2,700,000
↓ -1,000,000

7. Mahindra Mutual Fund Kar Bachat Yojana

The investment objective of the Scheme is to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities. The Scheme does not guarantee or assure any returns.

Mahindra Mutual Fund Kar Bachat Yojana is a Equity - ELSS fund was launched on 18 Oct 16. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% since its launch.  Return for 2023 was 25.8% , 2022 was 2% and 2021 was 39.4% .

Below is the key information for Mahindra Mutual Fund Kar Bachat Yojana

Mahindra Mutual Fund Kar Bachat Yojana
Growth
Launch Date 18 Oct 16
NAV (01 Mar 24) ₹24.9881 ↑ 0.32   (1.30 %)
Net Assets (Cr) ₹781 on 31 Jan 24
Category Equity - ELSS
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio 2.03
Information Ratio 0.22
Alpha Ratio 1.9
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,358
28 Feb 21₹13,406
28 Feb 22₹16,494
28 Feb 23₹17,177
29 Feb 24₹22,626

Mahindra Mutual Fund Kar Bachat Yojana 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

Returns for Mahindra Mutual Fund Kar Bachat Yojana

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Mar 24

DurationReturns
1 Month -0.1%
3 Month 8.9%
6 Month 12.8%
1 Year 31.7%
3 Year 19.1%
5 Year 17.7%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.8%
2022 2%
2021 39.4%
2020 14.1%
2019 4.5%
2018 -9.8%
2017 24.8%
2016
2015
2014
Fund Manager information for Mahindra Mutual Fund Kar Bachat Yojana
NameSinceTenure
Manish Lodha21 Dec 203.11 Yr.
Fatema Pacha16 Oct 203.3 Yr.

Data below for Mahindra Mutual Fund Kar Bachat Yojana as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services26.84%
Technology13.43%
Consumer Cyclical12.05%
Industrials11.85%
Basic Materials8.24%
Consumer Defensive7.56%
Energy6.31%
Health Care5.16%
Utility3.54%
Communication Services3.11%
Real Estate1.43%
Asset Allocation
Asset ClassValue
Cash0.49%
Equity99.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFCBANK
8%₹63 Cr367,876
↓ -13,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 19 | ICICIBANK
7%₹55 Cr550,620
↑ 35,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE
5%₹38 Cr148,154
Infosys Ltd (Technology)
Equity, Since 29 Feb 20 | INFY
5%₹38 Cr243,807
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS
3%₹23 Cr60,651
↓ -4,635
NTPC Ltd (Utilities)
Equity, Since 28 Feb 21 | NTPC
2%₹18 Cr586,000
↓ -50,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | HINDUNILVR
2%₹17 Cr65,312
↑ 14,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Jun 22 | BRITANNIA
2%₹17 Cr31,420
↑ 10,000
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 22 | INDUSINDBK
2%₹16 Cr99,300
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | AXISBANK
2%₹16 Cr142,131
↓ -55,000

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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