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8 बेस्ट ईएलएसएस टैक्स सेविंग म्यूचुअल फंड 2022 | fincash.com

फिनकैश »म्यूचुअल फंड्स »बेस्ट ईएलएसएस टैक्स सेविंग म्यूचुअल फंड

8 बेस्ट ईएलएसएस टैक्स सेविंग म्यूचुअल फंड 2022

Updated on March 16, 2023 , 60590 views

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।

ELSS

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

FundNAVNet Assets (Cr)Rating3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28
₹1,3181.215.435.520.617.4
Canara Robeco Equity Tax Saver Growth ₹111.33
↑ 0.64
₹4,576-6.1-5.3-124.814.1-0.2
Mirae Asset Tax Saver Fund Growth ₹29.839
↑ 0.16
₹14,042Not Rated-6.2-3.6-1.427.213.50.1
Kotak Tax Saver Fund Growth ₹73.384
↑ 0.36
₹3,143-4.9-1.63.225.612.96.9
DSP BlackRock Tax Saver Fund Growth ₹79.717
↑ 0.53
₹10,317-5.8-30.52612.14.5
PGIM India Tax Savings Fund Growth ₹23.79
↑ 0.15
₹448Not Rated-5.2-0.80.728.811.84.7
BOI AXA Tax Advantage Fund Growth ₹96.01
↑ 0.52
₹679-6.4-4.7-0.425.311.7-1.3
Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33
₹210Not Rated-6.1-3.517.616.711.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 22

*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।

1. 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 18₹10,000
28 Feb 19₹9,805
29 Feb 20₹10,176
28 Feb 21₹13,439

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 14 Jan 22

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

2. Canara Robeco Equity Tax Saver

(ELSS Scheme) Seeking to provide long term capital appreciation by predominantly investing in equities and to facilitate the subscribers to seek tax benefits as provided under Section 80 C of the Income Tax Act, 1961. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Equity Tax Saver is a Equity - ELSS fund was launched on 2 Feb 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.6% since its launch.  Ranked 36 in ELSS category.  Return for 2022 was -0.2% , 2021 was 35.1% and 2020 was 27.4% .

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver
Growth
Launch Date 2 Feb 09
NAV (17 Mar 23) ₹111.33 ↑ 0.64   (0.58 %)
Net Assets (Cr) ₹4,576 on 31 Jan 23
Category Equity - ELSS
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.4
Information Ratio 0.19
Alpha Ratio -4.27
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

Canara Robeco Equity Tax Saver SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Canara Robeco Equity Tax Saver

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month -4%
3 Month -6.1%
6 Month -5.3%
1 Year -1%
3 Year 24.8%
5 Year 14.1%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -0.2%
2021 35.1%
2020 27.4%
2019 10.7%
2018 2.7%
2017 32%
2016 0%
2015 0.6%
2014 45.2%
2013 5.3%
Fund Manager information for Canara Robeco Equity Tax Saver
NameSinceTenure
Vishal Mishra26 Jun 211.6 Yr.
Shridatta Bhandwaldar1 Oct 193.34 Yr.

Data below for Canara Robeco Equity Tax Saver as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services32.33%
Consumer Cyclical12.53%
Industrials10.98%
Technology9.71%
Basic Materials9.71%
Consumer Defensive6.58%
Health Care5.2%
Energy4.97%
Communication Services2.21%
Utility1.69%
Real Estate1.42%
Asset Allocation
Asset ClassValue
Cash2.68%
Equity97.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
8%₹350 Cr2,182,184
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
7%₹324 Cr3,891,000
↓ -100,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY
6%₹266 Cr1,731,310
↓ -225,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
5%₹227 Cr966,000
↑ 212,500
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹199 Cr3,595,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
4%₹166 Cr1,903,000
↓ -150,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 20 | TCS
3%₹141 Cr418,712
↑ 95,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFC
3%₹116 Cr442,500
↑ 155,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 21 | ULTRACEMCO
2%₹110 Cr155,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL
2%₹101 Cr1,315,000
↑ 100,000

3. Mirae Asset Tax Saver 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. The Scheme does not guarantee or assure any returns.

Mirae Asset Tax Saver Fund is a Equity - ELSS fund was launched on 28 Dec 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.4% since its launch.  Return for 2022 was 0.1% , 2021 was 35.3% and 2020 was 21.5% .

Below is the key information for Mirae Asset Tax Saver Fund

Mirae Asset Tax Saver Fund
Growth
Launch Date 28 Dec 15
NAV (17 Mar 23) ₹29.839 ↑ 0.16   (0.54 %)
Net Assets (Cr) ₹14,042 on 31 Jan 23
Category Equity - ELSS
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.28
Sharpe Ratio -0.36
Information Ratio 0.34
Alpha Ratio -3.04
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

Mirae Asset 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Mirae Asset 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 14 Jan 22

DurationReturns
1 Month -3.6%
3 Month -6.2%
6 Month -3.6%
1 Year -1.4%
3 Year 27.2%
5 Year 13.5%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 0.1%
2021 35.3%
2020 21.5%
2019 14.1%
2018 -2.3%
2017 47.9%
2016 14.8%
2015
2014
2013
Fund Manager information for Mirae Asset Tax Saver Fund
NameSinceTenure
Neelesh Surana28 Dec 157.1 Yr.

Data below for Mirae Asset Tax Saver Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services35.06%
Consumer Cyclical12.46%
Technology9.7%
Basic Materials8.62%
Energy7.14%
Industrials7.08%
Health Care6.67%
Consumer Defensive4.83%
Utility3.6%
Communication Services2.92%
Real Estate0.46%
Asset Allocation
Asset ClassValue
Cash1.47%
Equity98.53%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | HDFCBANK
9%₹1,197 Cr7,467,222
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 15 | RELIANCE
7%₹952 Cr4,044,179
↑ 789,999
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
7%₹945 Cr11,363,912
↑ 845,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 15 | INFY
5%₹745 Cr4,854,691
↓ -100,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | 532215
5%₹638 Cr7,318,266
State Bank of India (Financial Services)
Equity, Since 31 Dec 15 | SBIN
4%₹507 Cr9,158,799
↑ 1,200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
3%₹411 Cr5,329,889
↑ 925,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 16 | LT
3%₹384 Cr1,807,630
↑ 185,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
3%₹362 Cr1,380,263
↑ 112,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 15 | TCS
2%₹347 Cr1,033,537
↑ 41,000

4. 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 12.2% 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 (17 Mar 23) ₹73.384 ↑ 0.36   (0.49 %)
Net Assets (Cr) ₹3,143 on 31 Jan 23
Category Equity - ELSS
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio -0.04
Information Ratio -0.16
Alpha Ratio 1.8
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

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 ₹415,684.
Net Profit of ₹115,684
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 14 Jan 22

DurationReturns
1 Month -2.7%
3 Month -4.9%
6 Month -1.6%
1 Year 3.2%
3 Year 25.6%
5 Year 12.9%
10 Year
15 Year
Since launch 12.2%
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 157.44 Yr.

Data below for Kotak Tax Saver Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services27%
Industrials17.08%
Basic Materials15.35%
Consumer Cyclical10.94%
Consumer Defensive9.69%
Technology6.27%
Health Care4.16%
Energy3.74%
Utility2.12%
Communication Services1.79%
Asset Allocation
Asset ClassValue
Cash1.84%
Equity98.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹216 Cr2,600,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
5%₹166 Cr3,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | 532215
5%₹157 Cr1,800,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 14 | LT
4%₹127 Cr600,000
↑ 25,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 05 | INFY
4%₹123 Cr800,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 06 | RELIANCE
4%₹118 Cr500,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | MARUTI
4%₹111 Cr125,000
↑ 10,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Oct 21 | ITC
3%₹109 Cr3,100,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 28 Feb 18 | 532286
3%₹79 Cr1,350,000
SRF Ltd (Basic Materials)
Equity, Since 30 Apr 16 | SRF
2%₹79 Cr360,000

5. DSP BlackRock Tax Saver Fund

The primary investment objective of the Scheme is to seek to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, and to enable investors to avail of a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time.

DSP BlackRock Tax Saver Fund is a Equity - ELSS fund was launched on 18 Jan 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.7% since its launch.  Ranked 12 in ELSS category.  Return for 2022 was 4.5% , 2021 was 35.1% and 2020 was 15% .

Below is the key information for DSP BlackRock Tax Saver Fund

DSP BlackRock Tax Saver Fund
Growth
Launch Date 18 Jan 07
NAV (17 Mar 23) ₹79.717 ↑ 0.53   (0.67 %)
Net Assets (Cr) ₹10,317 on 31 Jan 23
Category Equity - ELSS
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio -0.21
Information Ratio 0.13
Alpha Ratio -0.87
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

DSP BlackRock Tax Saver Fund SIP Returns

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

Returns for DSP BlackRock Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month -3.4%
3 Month -5.8%
6 Month -3%
1 Year 0.5%
3 Year 26%
5 Year 12.1%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.5%
2021 35.1%
2020 15%
2019 14.8%
2018 -7.6%
2017 36.3%
2016 11.3%
2015 4.4%
2014 52.2%
2013 6.7%
Fund Manager information for DSP BlackRock Tax Saver Fund
NameSinceTenure
Rohit Singhania16 Jul 157.55 Yr.
Kaushal Maroo1 Dec 220.17 Yr.

Data below for DSP BlackRock Tax Saver Fund as on 31 Jan 23

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

6. PGIM India Tax Savings Fund

"The primary objective of the Scheme is to generate long-term capital appreciation by predominantly investing in equity & equity related instruments and to enable eligible investors to avail deduction from total income, as permitted under the Income Tax Act, 1961 as amended from time to time. However, there is no assurance that the investment objective shall be realize"

PGIM India Tax Savings Fund is a Equity - ELSS fund was launched on 11 Dec 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Return for 2022 was 4.7% , 2021 was 37.5% and 2020 was 17.9% .

Below is the key information for PGIM India Tax Savings Fund

PGIM India Tax Savings Fund
Growth
Launch Date 11 Dec 15
NAV (17 Mar 23) ₹23.79 ↑ 0.15   (0.63 %)
Net Assets (Cr) ₹448 on 31 Jan 23
Category Equity - ELSS
AMC Pramerica Asset Managers Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.21
Information Ratio 0.52
Alpha Ratio -0.85
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,555
29 Feb 20₹9,842
28 Feb 21₹13,221
28 Feb 22₹16,370
28 Feb 23₹17,188

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

Returns for PGIM 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 14 Jan 22

DurationReturns
1 Month -3%
3 Month -5.2%
6 Month -0.8%
1 Year 0.7%
3 Year 28.8%
5 Year 11.8%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.7%
2021 37.5%
2020 17.9%
2019 8.2%
2018 -6.4%
2017 39.3%
2016 1.7%
2015
2014
2013
Fund Manager information for PGIM India Tax Savings Fund
NameSinceTenure
Srinivas Ravuri14 Sep 193.39 Yr.
Puneet Pal1 Dec 211.17 Yr.
Utkarsh Katkoria1 Jun 211.67 Yr.

Data below for PGIM India Tax Savings Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services34.48%
Technology9.77%
Health Care8.56%
Industrials8.13%
Consumer Cyclical6.78%
Basic Materials6.09%
Energy5.69%
Utility5.01%
Consumer Defensive4.81%
Communication Services4.14%
Asset Allocation
Asset ClassValue
Cash6.54%
Equity93.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | HDFCBANK
8%₹36 Cr222,200
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | ICICIBANK
6%₹25 Cr298,500
Infosys Ltd (Technology)
Equity, Since 31 Dec 15 | INFY
6%₹25 Cr161,129
HDFC Life Insurance Company Limited (Financial Services)
Equity, Since 31 Mar 22 | HDFCLIFE
5%₹22 Cr377,700
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 17 | RELIANCE
5%₹21 Cr89,750
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 17 | LT
5%₹20 Cr95,664
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | 532215
4%₹19 Cr218,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 19 | BHARTIARTL
4%₹19 Cr240,805
State Bank of India (Financial Services)
Equity, Since 31 Oct 18 | SBIN
4%₹16 Cr294,174
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 22 | 532155
3%₹15 Cr1,546,558

7. 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 17.5% 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 (17 Mar 23) ₹96.01 ↑ 0.52   (0.54 %)
Net Assets (Cr) ₹679 on 31 Jan 23
Category Equity - ELSS
AMC BOI AXA Investment Mngrs Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio -0.26
Information Ratio 0.41
Alpha Ratio -2.12
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

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 ₹405,518.
Net Profit of ₹105,518
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 14 Jan 22

DurationReturns
1 Month -3.3%
3 Month -6.4%
6 Month -4.7%
1 Year -0.4%
3 Year 25.3%
5 Year 11.7%
10 Year
15 Year
Since launch 17.5%
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 220.77 Yr.

Data below for BOI AXA Tax Advantage Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services36.86%
Industrials13.11%
Consumer Cyclical10.18%
Basic Materials9.53%
Consumer Defensive9.3%
Health Care6.25%
Energy4.05%
Technology3.52%
Utility3.17%
Real Estate2.1%
Communication Services0.73%
Asset Allocation
Asset ClassValue
Cash1.2%
Equity98.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹44 Cr529,340
State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN
6%₹43 Cr770,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
6%₹42 Cr265,000
Canara Bank (Financial Services)
Equity, Since 31 Aug 22 | 532483
4%₹27 Cr895,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
3%₹22 Cr1,260,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
3%₹21 Cr91,009
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%₹17 Cr473,223
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 22 | ULTRACEMCO
2%₹16 Cr23,000
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 20 | JBCHEPHARM
2%₹15 Cr74,000

8. Baroda Pioneer ELSS 96

The main objective of the scheme is to provide the investor long term capital growth as also tax benefit under section 80C of the Income Tax Act, 1961.

Baroda Pioneer ELSS 96 is a Equity - ELSS fund was launched on 2 Mar 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.4% since its launch. .

Below is the key information for Baroda Pioneer ELSS 96

Baroda Pioneer ELSS 96
Growth
Launch Date 2 Mar 15
NAV (11 Mar 22) ₹68.6676 ↑ 0.33   (0.48 %)
Net Assets (Cr) ₹210 on 31 Jan 22
Category Equity - ELSS
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.55
Sharpe Ratio 2.51
Information Ratio -0.09
Alpha Ratio 5.69
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

Baroda Pioneer ELSS 96 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 Baroda Pioneer ELSS 96

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month -3.9%
3 Month -6.1%
6 Month -3.5%
1 Year 17.6%
3 Year 16.7%
5 Year 11.6%
10 Year
15 Year
Since launch 8.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for Baroda Pioneer ELSS 96
NameSinceTenure

Data below for Baroda Pioneer ELSS 96 as on 31 Jan 22

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

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

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