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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 May 17, 2024 , 64013 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 (%)2023 (%)
BOI AXA Tax Advantage Fund Growth ₹160.16
↑ 1.32
₹1,2988.329.554.82526.734.8
JM Tax Gain Fund Growth ₹44.7548
↑ 0.59
₹14110.827.250.224.12230.9
Motilal Oswal Long Term Equity Fund Growth ₹44.8628
↑ 0.76
₹3,402Not Rated11.530.656.826.221.937
IDFC Tax Advantage (ELSS) Fund Growth ₹141.64
↑ 1.17
₹6,4324.117.936.321.221.228.3
DSP BlackRock Tax Saver Fund Growth ₹120.526
↑ 1.26
₹14,8605.82342.520.620.930
Kotak Tax Saver Fund Growth ₹109.507
↑ 1.24
₹5,60810.424.64122.120.423.6
Canara Robeco Equity Tax Saver Growth ₹156.93
↑ 0.96
₹7,7615.517.931.817.519.923.7
HDFC Tax Saver Fund Growth ₹1,218.44
↑ 2.63
₹14,4755.824.345.826.919.133.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 24

*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. 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 20% 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 (17 May 24) ₹160.16 ↑ 1.32   (0.83 %)
Net Assets (Cr) ₹1,298 on 30 Apr 24
Category Equity - ELSS
AMC BOI AXA Investment Mngrs Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio 3.02
Information Ratio 0.7
Alpha Ratio 8.56
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹10,168
30 Apr 21₹16,354
30 Apr 22₹19,161
30 Apr 23₹20,449
30 Apr 24₹31,762

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 17 May 24

DurationReturns
1 Month 4.4%
3 Month 8.3%
6 Month 29.5%
1 Year 54.8%
3 Year 25%
5 Year 26.7%
10 Year
15 Year
Since launch 20%
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 221.93 Yr.

Data below for BOI AXA Tax Advantage Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services26.09%
Industrials15.01%
Basic Materials13.12%
Consumer Cyclical11.68%
Health Care7.86%
Energy6.67%
Technology4.65%
Utility4.07%
Consumer Defensive3.51%
Real Estate1.84%
Asset Allocation
Asset ClassValue
Cash5.45%
Equity94.51%
Debt0.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN
4%₹50 Cr660,000
↑ 40,000
Canara Bank (Financial Services)
Equity, Since 31 Aug 22 | 532483
4%₹43 Cr745,000
↑ 50,000
Oil India Ltd (Energy)
Equity, Since 31 Mar 23 | 533106
3%₹42 Cr702,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
3%₹41 Cr280,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
3%₹39 Cr130,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
3%₹35 Cr217,000
Bank of Baroda (Financial Services)
Equity, Since 31 Oct 22 | 532134
3%₹33 Cr1,236,338
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 22 | LT
3%₹31 Cr82,800
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
3%₹31 Cr920,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | 541154
2%₹29 Cr86,000
↑ 18,000

2. 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 9.7% 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 (17 May 24) ₹44.7548 ↑ 0.59   (1.34 %)
Net Assets (Cr) ₹141 on 30 Apr 24
Category Equity - ELSS
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio 2.99
Information Ratio 0.58
Alpha Ratio 11.5
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,658
30 Apr 21₹13,663
30 Apr 22₹16,023
30 Apr 23₹17,041
30 Apr 24₹25,902

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 ₹518,033.
Net Profit of ₹218,033
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 17 May 24

DurationReturns
1 Month 8.7%
3 Month 10.8%
6 Month 27.2%
1 Year 50.2%
3 Year 24.1%
5 Year 22%
10 Year
15 Year
Since launch 9.7%
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 212.25 Yr.
Gurvinder Wasan1 Dec 221.33 Yr.
Chaitanya Choksi18 Jul 149.71 Yr.

Data below for JM Tax Gain Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services22.56%
Industrials18.83%
Technology13.07%
Consumer Cyclical12.05%
Basic Materials9.4%
Communication Services6.09%
Consumer Defensive5.06%
Utility4%
Real Estate3.25%
Health Care2.76%
Asset Allocation
Asset ClassValue
Cash2.93%
Equity97.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK
5%₹7 Cr46,131
↓ -1,750
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK
5%₹7 Cr60,975
↑ 11,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
5%₹6 Cr15,500
↑ 2,000
Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | INFY
4%₹5 Cr34,215
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Jul 23 | TATAMTRDVR
3%₹4 Cr57,500
↑ 10,000
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | 532810
3%₹3 Cr89,125
↑ 7,500
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹3 Cr45,400
Thermax Ltd (Industrials)
Equity, Since 31 Dec 23 | THERMAX
3%₹3 Cr7,900
↓ -350
NTPC Ltd (Utilities)
Equity, Since 31 Dec 23 | 532555
3%₹3 Cr97,000
Bank of Baroda (Financial Services)
Equity, Since 30 Sep 22 | 532134
3%₹3 Cr123,000

3. 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 17.5% 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 (17 May 24) ₹44.8628 ↑ 0.76   (1.72 %)
Net Assets (Cr) ₹3,402 on 30 Apr 24
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.68
Sharpe Ratio 3.77
Information Ratio 0.85
Alpha Ratio 16.46
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,795
30 Apr 21₹13,016
30 Apr 22₹14,809
30 Apr 23₹16,224
30 Apr 24₹25,943

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 ₹518,033.
Net Profit of ₹218,033
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 17 May 24

DurationReturns
1 Month 6.7%
3 Month 11.5%
6 Month 30.6%
1 Year 56.8%
3 Year 26.2%
5 Year 21.9%
10 Year
15 Year
Since launch 17.5%
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 230.31 Yr.
Niket Shah17 Oct 230.46 Yr.
Rakesh Shetty22 Nov 221.36 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials25.01%
Financial Services24.89%
Consumer Cyclical19.2%
Health Care11.95%
Real Estate7.12%
Basic Materials4.44%
Technology2.8%
Utility2.62%
Asset Allocation
Asset ClassValue
Cash1.97%
Equity98.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
7%₹237 Cr13,000,000
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 23 | 543940
6%₹203 Cr5,726,957
↓ -1,073,043
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 500251
6%₹187 Cr474,799
Global Health Ltd (Healthcare)
Equity, Since 30 Nov 22 | 543654
5%₹163 Cr1,235,145
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | INDUSINDBK
5%₹155 Cr1,000,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543278
4%₹141 Cr3,296,932
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | 533274
4%₹135 Cr1,150,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK
4%₹128 Cr1,170,000
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Aug 21 | 532843
4%₹117 Cr2,775,000
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | 532259
3%₹104 Cr148,305
↑ 28,500

4. 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 18.8% since its launch.  Ranked 3 in ELSS category.  Return for 2023 was 28.3% , 2022 was 4.2% and 2021 was 49.2% .

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

IDFC Tax Advantage (ELSS) Fund
Growth
Launch Date 26 Dec 08
NAV (17 May 24) ₹141.64 ↑ 1.17   (0.83 %)
Net Assets (Cr) ₹6,432 on 30 Apr 24
Category Equity - ELSS
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 2.78
Information Ratio 0.32
Alpha Ratio 3.8
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹7,735
30 Apr 21₹13,721
30 Apr 22₹17,331
30 Apr 23₹18,014
30 Apr 24₹24,954

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 ₹518,033.
Net Profit of ₹218,033
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 17 May 24

DurationReturns
1 Month 2.7%
3 Month 4.1%
6 Month 17.9%
1 Year 36.3%
3 Year 21.2%
5 Year 21.2%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.3%
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%
Fund Manager information for IDFC Tax Advantage (ELSS) Fund
NameSinceTenure
Daylynn Pinto20 Oct 167.45 Yr.
Ritika Behera7 Oct 230.48 Yr.

Data below for IDFC Tax Advantage (ELSS) Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services26.29%
Consumer Cyclical13.05%
Industrials9.7%
Health Care8.74%
Consumer Defensive8.17%
Technology8.14%
Basic Materials7.74%
Energy6.1%
Communication Services3.13%
Utility2.9%
Real Estate0.72%
Asset Allocation
Asset ClassValue
Cash5.33%
Equity94.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK
6%₹372 Cr3,400,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
5%₹340 Cr2,350,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
5%₹327 Cr1,100,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 532215
4%₹230 Cr2,200,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY
3%₹210 Cr1,400,000
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
3%₹181 Cr2,400,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
3%₹157 Cr1,275,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 20 | TATAMOTORS
2%₹139 Cr1,400,000
↓ -100,000
NTPC Ltd (Utilities)
Equity, Since 30 Sep 22 | 532555
2%₹134 Cr4,000,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 532286
2%₹127 Cr1,500,000

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 15.4% since its launch.  Ranked 12 in ELSS category.  Return for 2023 was 30% , 2022 was 4.5% and 2021 was 35.1% .

Below is the key information for DSP BlackRock Tax Saver Fund

DSP BlackRock Tax Saver Fund
Growth
Launch Date 18 Jan 07
NAV (17 May 24) ₹120.526 ↑ 1.26   (1.05 %)
Net Assets (Cr) ₹14,860 on 30 Apr 24
Category Equity - ELSS
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 2.61
Information Ratio 0.21
Alpha Ratio 1.51
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,717
30 Apr 21₹13,725
30 Apr 22₹16,356
30 Apr 23₹17,071
30 Apr 24₹24,575

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 ₹505,644.
Net Profit of ₹205,644
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 17 May 24

DurationReturns
1 Month 4.8%
3 Month 5.8%
6 Month 23%
1 Year 42.5%
3 Year 20.6%
5 Year 20.9%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30%
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%
Fund Manager information for DSP BlackRock Tax Saver Fund
NameSinceTenure
Rohit Singhania16 Jul 158.72 Yr.
Charanjit Singh1 May 230.92 Yr.

Data below for DSP BlackRock Tax Saver Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services35.99%
Consumer Cyclical11.98%
Health Care8.2%
Basic Materials8%
Technology7.95%
Industrials6.6%
Consumer Defensive5.38%
Energy5.03%
Communication Services4.2%
Utility4.11%
Asset Allocation
Asset ClassValue
Cash2.57%
Equity97.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
8%₹1,186 Cr10,848,875
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
7%₹1,047 Cr7,234,137
↑ 400,960
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
5%₹659 Cr8,764,094
↓ -459,569
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
3%₹439 Cr4,193,457
↑ 587,321
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
3%₹403 Cr2,097,562
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
3%₹357 Cr2,382,232
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 22 | 532810
3%₹353 Cr9,050,202
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 534816
2%₹340 Cr11,686,899
↑ 1,625,003
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 21 | HCLTECH
2%₹327 Cr2,116,627
↓ -164,131
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | TATAMOTORS
2%₹323 Cr3,248,411

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 13.8% 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 (17 May 24) ₹109.507 ↑ 1.24   (1.14 %)
Net Assets (Cr) ₹5,608 on 30 Apr 24
Category Equity - ELSS
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 3.05
Information Ratio 0.29
Alpha Ratio 6.71
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,751
30 Apr 21₹13,364
30 Apr 22₹15,912
30 Apr 23₹17,272
30 Apr 24₹24,141

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 ₹505,644.
Net Profit of ₹205,644
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 17 May 24

DurationReturns
1 Month 6%
3 Month 10.4%
6 Month 24.6%
1 Year 41%
3 Year 22.1%
5 Year 20.4%
10 Year
15 Year
Since launch 13.8%
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 158.61 Yr.

Data below for Kotak Tax Saver Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services23.05%
Industrials19.01%
Consumer Cyclical14.15%
Basic Materials12.47%
Utility7.18%
Energy7.15%
Health Care4.71%
Technology4.15%
Consumer Defensive3.21%
Communication Services2.56%
Asset Allocation
Asset ClassValue
Cash2.36%
Equity97.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | MARUTI
5%₹284 Cr225,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
5%₹253 Cr1,750,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹230 Cr2,100,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 14 | LT
4%₹222 Cr588,501
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
4%₹203 Cr2,700,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | 532215
4%₹188 Cr1,800,000
NTPC Ltd (Utilities)
Equity, Since 30 Sep 22 | 532555
3%₹168 Cr5,000,000
Bosch Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | 500530
3%₹156 Cr52,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 06 | RELIANCE
3%₹149 Cr500,000
Linde India Ltd (Basic Materials)
Equity, Since 31 Oct 16 | 523457
2%₹128 Cr200,000

7. 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 19.7% since its launch.  Ranked 36 in ELSS category.  Return for 2023 was 23.7% , 2022 was -0.2% and 2021 was 35.1% .

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver
Growth
Launch Date 2 Feb 09
NAV (17 May 24) ₹156.93 ↑ 0.96   (0.62 %)
Net Assets (Cr) ₹7,761 on 30 Apr 24
Category Equity - ELSS
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 2.23
Information Ratio -0.75
Alpha Ratio -2.72
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹9,328
30 Apr 21₹14,445
30 Apr 22₹16,924
30 Apr 23₹17,804
30 Apr 24₹23,675

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 ₹493,520.
Net Profit of ₹193,520
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 17 May 24

DurationReturns
1 Month 4.3%
3 Month 5.5%
6 Month 17.9%
1 Year 31.8%
3 Year 17.5%
5 Year 19.9%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.7%
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%
Fund Manager information for Canara Robeco Equity Tax Saver
NameSinceTenure
Vishal Mishra26 Jun 212.77 Yr.
Shridatta Bhandwaldar1 Oct 194.5 Yr.

Data below for Canara Robeco Equity Tax Saver as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services29.17%
Industrials12.52%
Consumer Cyclical12.51%
Technology9.67%
Energy6.55%
Consumer Defensive6.19%
Health Care6.08%
Basic Materials5.67%
Communication Services3.12%
Utility2.76%
Real Estate1.07%
Asset Allocation
Asset ClassValue
Cash4.68%
Equity95.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹490 Cr3,387,584
↑ 50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹440 Cr4,026,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
4%₹336 Cr1,131,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY
4%₹331 Cr2,211,310
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹231 Cr614,369
↑ 30,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
3%₹207 Cr6,175,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 20 | TCS
3%₹190 Cr490,073
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL
3%₹189 Cr1,540,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
2%₹176 Cr1,678,000
↑ 350,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 500034
2%₹172 Cr237,950

8. HDFC Tax Saver Fund

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 CAGR/Annualized return of since its launch.  Ranked 27 in ELSS category.  Return for 2023 was 33.2% , 2022 was 10.5% and 2021 was 35.3% .

Below is the key information for HDFC Tax Saver Fund

HDFC Tax Saver Fund
Growth
Launch Date 31 Mar 96
NAV (17 May 24) ₹1,218.44 ↑ 2.63   (0.22 %)
Net Assets (Cr) ₹14,475 on 30 Apr 24
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 3.2
Information Ratio 1.99
Alpha Ratio 6.56
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹7,705
30 Apr 21₹11,054
30 Apr 22₹13,929
30 Apr 23₹15,612
30 Apr 24₹22,768

HDFC 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 HDFC 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 17 May 24

DurationReturns
1 Month 4.7%
3 Month 5.8%
6 Month 24.3%
1 Year 45.8%
3 Year 26.9%
5 Year 19.1%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.2%
2022 10.5%
2021 35.3%
2020 5.8%
2019 3.7%
2018 -10.9%
2017 38.7%
2016 7.6%
2015 -6.2%
2014 56.4%
Fund Manager information for HDFC Tax Saver Fund
NameSinceTenure
Roshi Jain13 Jan 222.22 Yr.
Dhruv Muchhal22 Jun 230.78 Yr.

Data below for HDFC Tax Saver Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services40.19%
Health Care13.03%
Industrials9.36%
Technology8.32%
Consumer Cyclical8.15%
Communication Services5.28%
Utility3.74%
Real Estate2.26%
Energy1.55%
Basic Materials0.78%
Asset Allocation
Asset ClassValue
Cash6.97%
Equity92.67%
Debt0.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
10%₹1,367 Cr12,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | HDFCBANK
9%₹1,325 Cr9,150,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
6%₹859 Cr8,200,000
↑ 400,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jan 22 | 541154
6%₹798 Cr2,400,000
Cipla Ltd (Healthcare)
Equity, Since 31 Oct 09 | 500087
6%₹778 Cr5,200,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 06 | SBIN
5%₹752 Cr10,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
5%₹651 Cr5,300,000
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Jan 22 | 540719
5%₹645 Cr4,300,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
4%₹595 Cr3,853,000
↓ -747,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 22 | APOLLOHOSP
4%₹509 Cr800,040
↑ 40

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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