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8 बेस्ट ईएलएसएस टैक्स सेविंग म्यूचुअल फंड 2022
वित्तीय वर्ष समाप्त होने के साथ, यह आपकी शुरुआत करने का समय हैकर योजना. भारत में इतने सारे टैक्स बचत विकल्पों के साथ,ईएलएसएस सबसे अच्छा खड़ा है क्योंकि वे कर बचत से परे लाभ प्रदान करते हैं।
ईएलएसएस या इक्विटी लिंक्ड सेविंग स्कीम 3 साल की लॉक-इन अवधि के साथ आती है, जो अन्य सभी टैक्स सेविंग्स की तुलना में सबसे कम होल्डिंग है। द्वारानिवेश ईएलएसएस में, कोई व्यक्ति INR 1,50 तक की कटौती प्राप्त कर सकता है,000 उनके कर योग्य . सेआय के अनुसारधारा 80सी काआयकर कार्य। चूंकि, ईएलएसएस फंड इक्विटी में विविधतापूर्ण होते हैं और फंड का एक बड़ा हिस्सा इक्विटी और संबंधित उत्पादों में निवेश किया जाता है, वे इक्विटी रिटर्न भी प्रदान करते हैं। इसका मतलब है कि निवेशक अपने निवेश पर इक्विटी रिटर्न भी अर्जित कर सकते हैं।
इससे पहले कि हम इस योजना की कुछ अन्य महत्वपूर्ण विशेषताओं को देखें, आइए सर्वोत्तम ईएलएसएस कर बचत की जाँच करेंम्यूचुअल फंड्स 2022 - 2023 के लिए।
टैक्स सेविंग के लिए ELSS क्यों चुनें?
ईएलएसएस के अन्य प्रमुख लाभ हैं:
कर मुक्त रिटर्न
बजट 2018 के अनुसार, ईएलएसएस लंबी अवधि को आकर्षित करेगाराजधानी लाभ (LTCG)। लंबी अवधि के तहत निवेशकों पर 10% (बिना इंडेक्सेशन के) कर लगाया जाएगापूंजी लाभ कर। INR 1 लाख तक का लाभ कर मुक्त है। INR 1 लाख से अधिक के लाभ पर 10% की दर से कर लागू होता है।
न्यूनतम निवेश राशि
लेने सेसिप मार्ग, निवेशक INR 500 जितनी कम राशि का निवेश कर सकते हैं। यह एक व्यक्ति कोपैसे बचाएं हर महीने एकमुश्त के बजाय।
इक्विटी रिटर्न
चूंकि ये म्यूचुअल फंड इक्विटी से संबंधित उपकरणों में निवेश करते हैं, इसलिए आपके द्वारा निवेश किया गया पैसा स्टॉक के रूप में बढ़ता हैमंडी उगता है। इसलिए, ईएलएसएस फंड में लाभ अधिक है।
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सर्वश्रेष्ठ प्रदर्शन करने वाला ईएलएसएस टैक्स सेविंग म्यूचुअल फंड वित्त वर्ष 22 - 23
Fund NAV Net Assets (Cr) Rating 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) HDFC Tax Saver Fund Growth ₹1,299.19
↑ 12.63 ₹14,671 ☆☆ -2.6 -9.1 13.4 20.9 29.1 21.3 IDFC Tax Advantage (ELSS) Fund Growth ₹141.259
↑ 1.12 ₹6,232 ☆☆☆☆☆ -4.8 -12.8 4.7 13.3 29 13.1 DSP BlackRock Tax Saver Fund Growth ₹130.449
↑ 1.52 ₹14,981 ☆☆☆☆ -4.1 -10 18 17.6 27.5 23.9 Franklin India Taxshield Growth ₹1,373.06
↑ 12.73 ₹5,986 ☆☆ -6.6 -12 10.9 17.3 27 22.4 Motilal Oswal Long Term Equity Fund Growth ₹45.6802
↑ 0.42 ₹3,405 -17.8 -17.7 17.7 21.8 26.3 47.7 BOI AXA Tax Advantage Fund Growth ₹149.76
↑ 2.30 ₹1,182 ☆☆☆ -13.1 -14.5 2.7 15.2 26.2 21.6 JM Tax Gain Fund Growth ₹44.7827
↑ 0.38 ₹167 ☆☆☆ -8.6 -15.6 15.2 16.6 25.7 29 Nippon India Tax Saver Fund (ELSS) Growth ₹117.393
↑ 1.54 ₹13,354 ☆☆☆ -6.2 -13.9 9.2 15.2 25 17.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Mar 25
*ऊपर ईएलएसएस की सूची है -इक्विटी म्यूचुअल फंड के बीच शुद्ध संपत्ति होना100 - 15000 पिछले 3 वर्षों से करोड़ और प्रबंध संपत्ति। पिछले 5 वर्षों के रिटर्न के आधार पर क्रमबद्धवार्षिक/सीएजीआर आधार.
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 टैक्स प्लानिंग और पैसे बचाने के लिए बाजार से जुड़े जोखिम लेने के इच्छुक हैं। कोई भी व्यक्ति अपने जीवन में किसी भी समय ईएलएसएस फंड में निवेश कर सकता है। हालांकि, आपके करियर के शुरुआती चरण के दौरान 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 निवेश करके अच्छा रिटर्न अर्जित करेंबेस्ट एल्स फंड्स. निवेशकों को पता होना चाहिए कि ईएलएसएस फंड में निवेश की गई राशि 3 साल के लिए लॉक है।
निवेशक ईएलएसएस म्यूचुअल फंड में एसआईपी (सिस्टमेटिक) के एकमुश्त (वन टाइम) के रूप में निवेश कर सकते हैंनिवेश 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।
The fund plans to provide long term growth of capital. HDFC Tax Saver Fund is a Equity - ELSS fund was launched on 31 Mar 96. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Tax Saver 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 The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate Franklin India Taxshield is a Equity - ELSS fund was launched on 10 Apr 99. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Taxshield Returns up to 1 year are on (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 Below is the key information for Motilal Oswal Long Term Equity Fund Returns up to 1 year are on The Scheme seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns.(There can be no assurance that the investment objectives of the Scheme will be realized.) 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 Below is the key information for BOI AXA Tax Advantage Fund Returns up to 1 year are on The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. 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 Below is the key information for JM Tax Gain Fund Returns up to 1 year are on The primary objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. However, there can be no assurance that the scheme’s
investment objective shall be achieved. Nippon India Tax Saver Fund (ELSS) is a Equity - ELSS fund was launched on 21 Sep 05. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Tax Saver Fund (ELSS) Returns up to 1 year are on 1. HDFC Tax Saver Fund
CAGR/Annualized return of since its launch. Ranked 27 in ELSS category. Return for 2024 was 21.3% , 2023 was 33.2% and 2022 was 10.5% . HDFC Tax Saver Fund
Growth Launch Date 31 Mar 96 NAV (21 Mar 25) ₹1,299.19 ↑ 12.63 (0.98 %) Net Assets (Cr) ₹14,671 on 28 Feb 25 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.04 Information Ratio 2.26 Alpha Ratio 5.15 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,460 28 Feb 22 ₹15,005 28 Feb 23 ₹16,962 29 Feb 24 ₹24,594 28 Feb 25 ₹26,273 Returns for HDFC Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Mar 25 Duration Returns 1 Month 1.2% 3 Month -2.6% 6 Month -9.1% 1 Year 13.4% 3 Year 20.9% 5 Year 29.1% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2023 21.3% 2022 33.2% 2021 10.5% 2020 35.3% 2019 5.8% 2018 3.7% 2017 -10.9% 2016 38.7% 2015 7.6% 2014 -6.2% Fund Manager information for HDFC Tax Saver Fund
Name Since Tenure Roshi Jain 13 Jan 22 3.13 Yr. Dhruv Muchhal 22 Jun 23 1.69 Yr. Data below for HDFC Tax Saver Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 40.82% Consumer Cyclical 13.5% Health Care 10.74% Technology 6.67% Industrials 5.95% Communication Services 5.85% Basic Materials 5.51% Utility 1.27% Real Estate 1.15% Consumer Defensive 1.02% Energy 0.59% Asset Allocation
Asset Class Value Cash 6.62% Equity 93.05% Debt 0.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK10% ₹1,503 Cr 12,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | HDFCBANK10% ₹1,495 Cr 8,800,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322158% ₹1,282 Cr 13,000,000
↑ 1,400,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹813 Cr 5,000,000 Cipla Ltd (Healthcare)
Equity, Since 31 Oct 09 | 5000875% ₹799 Cr 5,400,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI4% ₹677 Cr 550,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE4% ₹668 Cr 4,500,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK4% ₹665 Cr 3,500,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH4% ₹578 Cr 3,350,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 06 | SBIN2% ₹309 Cr 4,000,000
↓ -500,000 2. IDFC Tax Advantage (ELSS) Fund
CAGR/Annualized return of 17.7% 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 (21 Mar 25) ₹141.259 ↑ 1.12 (0.80 %) Net Assets (Cr) ₹6,232 on 28 Feb 25 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio -0.61 Information Ratio 0.05 Alpha Ratio -2.68 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹14,128 28 Feb 22 ₹17,704 28 Feb 23 ₹18,627 29 Feb 24 ₹25,992 28 Feb 25 ₹25,410 Returns for IDFC Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Mar 25 Duration Returns 1 Month 1.1% 3 Month -4.8% 6 Month -12.8% 1 Year 4.7% 3 Year 13.3% 5 Year 29% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 13.1% 2022 28.3% 2021 4.2% 2020 49.2% 2019 18.7% 2018 1.9% 2017 -9.4% 2016 53.4% 2015 0.4% 2014 6.9% Fund Manager information for IDFC Tax Advantage (ELSS) Fund
Name Since Tenure Daylynn Pinto 20 Oct 16 8.37 Yr. Ritika Behera 7 Oct 23 1.4 Yr. Gaurav Satra 10 Jun 24 0.72 Yr. Data below for IDFC Tax Advantage (ELSS) Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 29.96% Technology 10.03% Consumer Defensive 9.16% Basic Materials 8.85% Consumer Cyclical 8.12% Industrials 7.37% Health Care 7.13% Energy 6.53% Communication Services 3.04% Utility 2.05% Real Estate 1.56% Asset Allocation
Asset Class Value Cash 6.19% Equity 93.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK7% ₹459 Cr 2,700,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK6% ₹376 Cr 3,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE6% ₹367 Cr 2,900,000
↑ 200,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 5322154% ₹266 Cr 2,700,000
↑ 100,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY4% ₹263 Cr 1,400,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS4% ₹247 Cr 600,000
↑ 100,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL2% ₹163 Cr 1,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 24 | LT2% ₹143 Cr 400,000
↑ 50,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | MARUTI2% ₹123 Cr 100,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Aug 17 | 5000932% ₹121 Cr 1,900,000 3. DSP BlackRock Tax Saver Fund
CAGR/Annualized return of 15.1% 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 (21 Mar 25) ₹130.449 ↑ 1.52 (1.18 %) Net Assets (Cr) ₹14,981 on 28 Feb 25 Category Equity - ELSS AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 0.07 Information Ratio 1.01 Alpha Ratio 6.92 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,142 28 Feb 22 ₹15,753 28 Feb 23 ₹16,404 29 Feb 24 ₹23,108 28 Feb 25 ₹24,696 Returns for DSP BlackRock Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Mar 25 Duration Returns 1 Month 1.8% 3 Month -4.1% 6 Month -10% 1 Year 18% 3 Year 17.6% 5 Year 27.5% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.9% 2022 30% 2021 4.5% 2020 35.1% 2019 15% 2018 14.8% 2017 -7.6% 2016 36.3% 2015 11.3% 2014 4.4% Fund Manager information for DSP BlackRock Tax Saver Fund
Name Since Tenure Rohit Singhania 16 Jul 15 9.63 Yr. Data below for DSP BlackRock Tax Saver Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 36.23% Consumer Cyclical 9.91% Health Care 9.31% Basic Materials 8.86% Technology 7.93% Industrials 7.29% Consumer Defensive 5.18% Communication Services 4.54% Utility 4.03% Energy 3.79% Asset Allocation
Asset Class Value Cash 2.93% Equity 97.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK8% ₹1,252 Cr 7,369,356
↓ -240,750 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK6% ₹994 Cr 7,936,588
↓ -333,102 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 5322154% ₹671 Cr 6,799,514
↑ 812,662 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN4% ₹650 Cr 8,404,741
↑ 1,280,171 Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY4% ₹632 Cr 3,360,017 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KOTAKBANK3% ₹520 Cr 2,734,913
↓ -396,735 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 24 | LT3% ₹425 Cr 1,192,711
↑ 140,574 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL3% ₹409 Cr 2,517,085 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 21 | HCLTECH2% ₹392 Cr 2,270,114 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M2% ₹383 Cr 1,280,409
↓ -199,784 4. Franklin India Taxshield
CAGR/Annualized return of 20.8% since its launch. Ranked 28 in ELSS category. Return for 2024 was 22.4% , 2023 was 31.2% and 2022 was 5.4% . Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (21 Mar 25) ₹1,373.06 ↑ 12.73 (0.94 %) Net Assets (Cr) ₹5,986 on 28 Feb 25 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.19 Information Ratio 1.13 Alpha Ratio 2.84 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,007 28 Feb 22 ₹15,451 28 Feb 23 ₹16,156 29 Feb 24 ₹23,391 28 Feb 25 ₹24,095 Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Mar 25 Duration Returns 1 Month 0.8% 3 Month -6.6% 6 Month -12% 1 Year 10.9% 3 Year 17.3% 5 Year 27% 10 Year 15 Year Since launch 20.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 22.4% 2022 31.2% 2021 5.4% 2020 36.7% 2019 9.8% 2018 5.1% 2017 -3% 2016 29.1% 2015 4.7% 2014 4% Fund Manager information for Franklin India Taxshield
Name Since Tenure R. Janakiraman 2 May 16 8.84 Yr. Rajasa Kakulavarapu 1 Dec 23 1.25 Yr. Data below for Franklin India Taxshield as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 29.08% Industrials 12.84% Consumer Cyclical 12.27% Technology 11.29% Health Care 6.4% Consumer Defensive 6.25% Communication Services 6.03% Basic Materials 4.87% Utility 3.79% Energy 3.11% Real Estate 1.73% Asset Allocation
Asset Class Value Cash 1.4% Equity 98.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK9% ₹570 Cr 4,546,914 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK9% ₹554 Cr 3,260,417 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY6% ₹361 Cr 1,922,741 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL6% ₹360 Cr 2,213,637 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹315 Cr 883,853 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH4% ₹252 Cr 1,462,587 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR3% ₹224 Cr 1,575,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322153% ₹222 Cr 2,252,948 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹168 Cr 1,324,806 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5433203% ₹165 Cr 7,500,000 5. Motilal Oswal Long Term Equity Fund
CAGR/Annualized return of 16% since its launch. Return for 2024 was 47.7% , 2023 was 37% and 2022 was 1.8% . Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (21 Mar 25) ₹45.6802 ↑ 0.42 (0.92 %) Net Assets (Cr) ₹3,405 on 28 Feb 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 0.74 Sharpe Ratio -0.05 Information Ratio 0.52 Alpha Ratio 6.88 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹11,796 28 Feb 22 ₹13,633 28 Feb 23 ₹14,395 29 Feb 24 ₹21,754 28 Feb 25 ₹22,281 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Mar 25 Duration Returns 1 Month 2.2% 3 Month -17.8% 6 Month -17.7% 1 Year 17.7% 3 Year 21.8% 5 Year 26.3% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2023 47.7% 2022 37% 2021 1.8% 2020 32.1% 2019 8.8% 2018 13.2% 2017 -8.7% 2016 44% 2015 12.5% 2014 Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Ajay Khandelwal 11 Dec 23 1.22 Yr. Rakesh Shetty 22 Nov 22 2.27 Yr. Atul Mehra 1 Oct 24 0.41 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 32.43% Consumer Cyclical 22.15% Financial Services 17.18% Technology 11.95% Real Estate 6.78% Basic Materials 6.03% Health Care 1.98% Asset Allocation
Asset Class Value Cash 1.51% Equity 98.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002516% ₹245 Cr 425,260 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433206% ₹219 Cr 9,923,692 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | KALYANKJIL4% ₹158 Cr 3,134,622 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹153 Cr 235,044 Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM4% ₹146 Cr 408,886 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE4% ₹143 Cr 1,055,205 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES4% ₹143 Cr 297,751 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON4% ₹140 Cr 24,068,813 Coforge Ltd (Technology)
Equity, Since 31 Jul 24 | COFORGE4% ₹139 Cr 168,355 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX3% ₹135 Cr 235,083 6. BOI AXA Tax Advantage Fund
CAGR/Annualized return of 18.2% since its launch. Ranked 13 in ELSS category. Return for 2024 was 21.6% , 2023 was 34.8% and 2022 was -1.3% . BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (21 Mar 25) ₹149.76 ↑ 2.30 (1.56 %) Net Assets (Cr) ₹1,182 on 28 Feb 25 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.75 Information Ratio 0.03 Alpha Ratio -6.98 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,503 28 Feb 22 ₹16,481 28 Feb 23 ₹16,957 29 Feb 24 ₹25,831 28 Feb 25 ₹23,664 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Mar 25 Duration Returns 1 Month 2.9% 3 Month -13.1% 6 Month -14.5% 1 Year 2.7% 3 Year 15.2% 5 Year 26.2% 10 Year 15 Year Since launch 18.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 21.6% 2022 34.8% 2021 -1.3% 2020 41.5% 2019 31.2% 2018 14.6% 2017 -16.3% 2016 57.7% 2015 -1.2% 2014 2.1% Fund Manager information for BOI AXA Tax Advantage Fund
Name Since Tenure Alok Singh 27 Apr 22 2.84 Yr. Data below for BOI AXA Tax Advantage Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 25.81% Technology 16.35% Industrials 15.67% Basic Materials 14.33% Utility 6.62% Consumer Cyclical 4.9% Health Care 4.29% Consumer Defensive 3.79% Real Estate 2.87% Communication Services 1.35% Energy 1.1% Asset Allocation
Asset Class Value Cash 2.91% Equity 97.08% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN5% ₹65 Cr 839,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK5% ₹60 Cr 355,000
↓ -85,000 Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 5002954% ₹60 Cr 1,353,000 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE4% ₹53 Cr 63,800
↑ 8,700 Ami Organics Ltd (Basic Materials)
Equity, Since 31 May 24 | 5433493% ₹40 Cr 165,620 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Dec 23 | DIXON3% ₹36 Cr 24,000
↑ 6,000 Swan Energy Ltd (Industrials)
Equity, Since 29 Feb 24 | SWANENERGY3% ₹36 Cr 650,000
↑ 50,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK3% ₹36 Cr 285,000 General Insurance Corp of India (Financial Services)
Equity, Since 29 Feb 24 | 5407553% ₹35 Cr 850,696 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN3% ₹34 Cr 2,984,515 7. JM Tax Gain Fund
CAGR/Annualized return of 9.2% since its launch. Ranked 18 in ELSS category. Return for 2024 was 29% , 2023 was 30.9% and 2022 was 0.5% . JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (21 Mar 25) ₹44.7827 ↑ 0.38 (0.85 %) Net Assets (Cr) ₹167 on 28 Feb 25 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.4 Sharpe Ratio -0.09 Information Ratio 0.45 Alpha Ratio 5.72 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,841 28 Feb 22 ₹15,142 28 Feb 23 ₹15,555 29 Feb 24 ₹22,448 28 Feb 25 ₹23,235 Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Mar 25 Duration Returns 1 Month 1.4% 3 Month -8.6% 6 Month -15.6% 1 Year 15.2% 3 Year 16.6% 5 Year 25.7% 10 Year 15 Year Since launch 9.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 29% 2022 30.9% 2021 0.5% 2020 32.2% 2019 18.3% 2018 14.9% 2017 -4.6% 2016 42.6% 2015 5.2% 2014 -0.6% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 0.41 Yr. Asit Bhandarkar 31 Dec 21 3.17 Yr. Chaitanya Choksi 18 Jul 14 10.63 Yr. Ruchi Fozdar 4 Oct 24 0.41 Yr. Data below for JM Tax Gain Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 21.84% Industrials 15.24% Basic Materials 14% Consumer Cyclical 13.83% Technology 13.09% Health Care 11.47% Consumer Defensive 4.87% Communication Services 2.77% Utility 1.17% Asset Allocation
Asset Class Value Cash 0.07% Equity 99.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK5% ₹9 Cr 54,131
↑ 5,500 Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | INFY5% ₹9 Cr 48,465 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK4% ₹7 Cr 57,975
↑ 7,500 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 5329773% ₹6 Cr 6,550
↑ 1,500 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | MARUTI3% ₹6 Cr 4,706
↑ 1,250 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5329783% ₹6 Cr 32,500
↑ 32,500 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹6 Cr 72,900 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT3% ₹5 Cr 14,447 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹5 Cr 30,700 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 24 | CREDITACC3% ₹5 Cr 43,600
↑ 23,000 8. Nippon India Tax Saver Fund (ELSS)
CAGR/Annualized return of 13.4% since its launch. Ranked 16 in ELSS category. Return for 2024 was 17.6% , 2023 was 28.6% and 2022 was 6.9% . Nippon India Tax Saver Fund (ELSS)
Growth Launch Date 21 Sep 05 NAV (21 Mar 25) ₹117.393 ↑ 1.54 (1.33 %) Net Assets (Cr) ₹13,354 on 28 Feb 25 Category Equity - ELSS AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.34 Information Ratio 0.41 Alpha Ratio 0.7 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,481 28 Feb 22 ₹14,987 28 Feb 23 ₹15,647 29 Feb 24 ₹21,952 28 Feb 25 ₹22,044 Returns for Nippon India Tax Saver Fund (ELSS)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Mar 25 Duration Returns 1 Month 1.7% 3 Month -6.2% 6 Month -13.9% 1 Year 9.2% 3 Year 15.2% 5 Year 25% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 17.6% 2022 28.6% 2021 6.9% 2020 37.6% 2019 -0.4% 2018 1.5% 2017 -20.7% 2016 46% 2015 4.2% 2014 -2.9% Fund Manager information for Nippon India Tax Saver Fund (ELSS)
Name Since Tenure Rupesh Patel 1 Jul 21 3.67 Yr. Ritesh Rathod 19 Aug 24 0.53 Yr. Kinjal Desai 25 May 18 6.77 Yr. Data below for Nippon India Tax Saver Fund (ELSS) as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 36.52% Consumer Cyclical 12.42% Industrials 10.86% Consumer Defensive 8.3% Technology 6.95% Utility 6.1% Health Care 4.69% Energy 4.43% Basic Materials 4.27% Communication Services 4.18% Asset Allocation
Asset Class Value Cash 1.27% Equity 98.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK8% ₹1,203 Cr 9,600,000
↓ -200,000 HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK7% ₹1,002 Cr 5,900,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY5% ₹733 Cr 3,900,000
↓ -100,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 19 | 5325553% ₹470 Cr 14,500,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹464 Cr 1,300,000
↓ -77,783 State Bank of India (Financial Services)
Equity, Since 31 Dec 13 | SBIN3% ₹464 Cr 6,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 5322153% ₹424 Cr 4,300,000
↑ 300,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 8901573% ₹396 Cr 3,300,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE3% ₹392 Cr 3,100,000 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | 5328103% ₹385 Cr 9,111,111
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