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8 बेस्ट ईएलएसएस टैक्स सेविंग म्यूचुअल फंड 2022

Updated on October 10, 2025 , 65156 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 (%)2024 (%)
Motilal Oswal Long Term Equity Fund Growth ₹52.5342
↑ 0.08
₹4,223Not Rated-124.3-4.82625.547.7
Franklin India Taxshield Growth ₹1,481.52
↑ 6.50
₹6,537-1.112.4-119.123.322.4
Bandhan Tax Advantage (ELSS) Fund Growth ₹153.616
↑ 0.41
₹6,8990.113.8-1.815.822.813.1
JM Tax Gain Fund Growth ₹49.68
↑ 0.26
₹210217-3.32122.829
Nippon India Tax Saver Fund (ELSS) Growth ₹129.215
↑ 0.60
₹14,9340.114.2-1.118.422.717.6
ICICI Prudential Long Term Equity Fund (Tax Saving) Growth ₹952.25
↑ 5.28
₹14,3462.214.41.917.22116.4
BOI AXA Tax Advantage Fund Growth ₹159.27
↑ 0.69
₹1,355-1.714-7.217.320.721.6
Mahindra Mutual Fund Kar Bachat Yojana Growth ₹28.7263
↑ 0.14
₹941Not Rated-0.713.50.915.420.212.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Oct 25

Research Highlights & Commentary of 8 Funds showcased

CommentaryMotilal Oswal Long Term Equity FundFranklin India TaxshieldBandhan Tax Advantage (ELSS) FundJM Tax Gain FundNippon India Tax Saver Fund (ELSS)ICICI Prudential Long Term Equity Fund (Tax Saving)BOI AXA Tax Advantage FundMahindra Mutual Fund Kar Bachat Yojana
Point 1Lower mid AUM (₹4,223 Cr).Upper mid AUM (₹6,537 Cr).Upper mid AUM (₹6,899 Cr).Bottom quartile AUM (₹210 Cr).Highest AUM (₹14,934 Cr).Top quartile AUM (₹14,346 Cr).Lower mid AUM (₹1,355 Cr).Bottom quartile AUM (₹941 Cr).
Point 2Established history (10+ yrs).Oldest track record among peers (26 yrs).Established history (16+ yrs).Established history (17+ yrs).Established history (20+ yrs).Established history (26+ yrs).Established history (16+ yrs).Established history (8+ yrs).
Point 3Not Rated.Rating: 2★ (lower mid).Top rated.Rating: 3★ (top quartile).Rating: 3★ (upper mid).Rating: 2★ (lower mid).Rating: 3★ (upper mid).Not Rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 25.48% (top quartile).5Y return: 23.28% (top quartile).5Y return: 22.77% (upper mid).5Y return: 22.76% (upper mid).5Y return: 22.72% (lower mid).5Y return: 21.01% (lower mid).5Y return: 20.69% (bottom quartile).5Y return: 20.24% (bottom quartile).
Point 63Y return: 25.95% (top quartile).3Y return: 19.06% (upper mid).3Y return: 15.80% (bottom quartile).3Y return: 20.99% (top quartile).3Y return: 18.36% (upper mid).3Y return: 17.18% (lower mid).3Y return: 17.27% (lower mid).3Y return: 15.36% (bottom quartile).
Point 71Y return: -4.79% (bottom quartile).1Y return: -1.00% (upper mid).1Y return: -1.77% (lower mid).1Y return: -3.26% (lower mid).1Y return: -1.05% (upper mid).1Y return: 1.89% (top quartile).1Y return: -7.23% (bottom quartile).1Y return: 0.89% (top quartile).
Point 8Alpha: 7.18 (top quartile).Alpha: -1.19 (lower mid).Alpha: -3.02 (lower mid).Alpha: -3.68 (bottom quartile).Alpha: 0.25 (upper mid).Alpha: 2.07 (top quartile).Alpha: -5.42 (bottom quartile).Alpha: -0.20 (upper mid).
Point 9Sharpe: -0.26 (top quartile).Sharpe: -0.69 (lower mid).Sharpe: -0.87 (bottom quartile).Sharpe: -0.85 (bottom quartile).Sharpe: -0.59 (upper mid).Sharpe: -0.45 (top quartile).Sharpe: -0.85 (lower mid).Sharpe: -0.63 (upper mid).
Point 10Information ratio: 0.80 (top quartile).Information ratio: 1.11 (top quartile).Information ratio: 0.02 (bottom quartile).Information ratio: 0.80 (upper mid).Information ratio: 0.70 (upper mid).Information ratio: 0.22 (lower mid).Information ratio: 0.24 (lower mid).Information ratio: -0.42 (bottom quartile).

Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹4,223 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 25.48% (top quartile).
  • 3Y return: 25.95% (top quartile).
  • 1Y return: -4.79% (bottom quartile).
  • Alpha: 7.18 (top quartile).
  • Sharpe: -0.26 (top quartile).
  • Information ratio: 0.80 (top quartile).

Franklin India Taxshield

  • Upper mid AUM (₹6,537 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.28% (top quartile).
  • 3Y return: 19.06% (upper mid).
  • 1Y return: -1.00% (upper mid).
  • Alpha: -1.19 (lower mid).
  • Sharpe: -0.69 (lower mid).
  • Information ratio: 1.11 (top quartile).

Bandhan Tax Advantage (ELSS) Fund

  • Upper mid AUM (₹6,899 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 22.77% (upper mid).
  • 3Y return: 15.80% (bottom quartile).
  • 1Y return: -1.77% (lower mid).
  • Alpha: -3.02 (lower mid).
  • Sharpe: -0.87 (bottom quartile).
  • Information ratio: 0.02 (bottom quartile).

JM Tax Gain Fund

  • Bottom quartile AUM (₹210 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 22.76% (upper mid).
  • 3Y return: 20.99% (top quartile).
  • 1Y return: -3.26% (lower mid).
  • Alpha: -3.68 (bottom quartile).
  • Sharpe: -0.85 (bottom quartile).
  • Information ratio: 0.80 (upper mid).

Nippon India Tax Saver Fund (ELSS)

  • Highest AUM (₹14,934 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.72% (lower mid).
  • 3Y return: 18.36% (upper mid).
  • 1Y return: -1.05% (upper mid).
  • Alpha: 0.25 (upper mid).
  • Sharpe: -0.59 (upper mid).
  • Information ratio: 0.70 (upper mid).

ICICI Prudential Long Term Equity Fund (Tax Saving)

  • Top quartile AUM (₹14,346 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.01% (lower mid).
  • 3Y return: 17.18% (lower mid).
  • 1Y return: 1.89% (top quartile).
  • Alpha: 2.07 (top quartile).
  • Sharpe: -0.45 (top quartile).
  • Information ratio: 0.22 (lower mid).

BOI AXA Tax Advantage Fund

  • Lower mid AUM (₹1,355 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.69% (bottom quartile).
  • 3Y return: 17.27% (lower mid).
  • 1Y return: -7.23% (bottom quartile).
  • Alpha: -5.42 (bottom quartile).
  • Sharpe: -0.85 (lower mid).
  • Information ratio: 0.24 (lower mid).

Mahindra Mutual Fund Kar Bachat Yojana

  • Bottom quartile AUM (₹941 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.24% (bottom quartile).
  • 3Y return: 15.36% (bottom quartile).
  • 1Y return: 0.89% (top quartile).
  • Alpha: -0.20 (upper mid).
  • Sharpe: -0.63 (upper mid).
  • Information ratio: -0.42 (bottom quartile).

*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. 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.

Research Highlights for Motilal Oswal Long Term Equity Fund

  • Lower mid AUM (₹4,223 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 25.48% (top quartile).
  • 3Y return: 25.95% (top quartile).
  • 1Y return: -4.79% (bottom quartile).
  • Alpha: 7.18 (top quartile).
  • Sharpe: -0.26 (top quartile).
  • Information ratio: 0.80 (top quartile).

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 (10 Oct 25) ₹52.5342 ↑ 0.08   (0.16 %)
Net Assets (Cr) ₹4,223 on 31 Aug 25
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.65
Sharpe Ratio -0.26
Information Ratio 0.8
Alpha Ratio 7.18
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

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 ₹570,326.
Net Profit of ₹270,326
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 10 Oct 25

DurationReturns
1 Month 1.3%
3 Month -1%
6 Month 24.3%
1 Year -4.8%
3 Year 26%
5 Year 25.5%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 47.7%
2023 37%
2022 1.8%
2021 32.1%
2020 8.8%
2019 13.2%
2018 -8.7%
2017 44%
2016 12.5%
2015
Fund Manager information for Motilal Oswal Long Term Equity Fund
NameSinceTenure

Data below for Motilal Oswal Long Term Equity Fund as on 31 Aug 25

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

2. Franklin India Taxshield

The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate

Research Highlights for Franklin India Taxshield

  • Upper mid AUM (₹6,537 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.28% (top quartile).
  • 3Y return: 19.06% (upper mid).
  • 1Y return: -1.00% (upper mid).
  • Alpha: -1.19 (lower mid).
  • Sharpe: -0.69 (lower mid).
  • Information ratio: 1.11 (top quartile).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (10 Oct 25) ₹1,481.52 ↑ 6.50   (0.44 %)
Net Assets (Cr) ₹6,537 on 31 Aug 25
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.81
Sharpe Ratio -0.69
Information Ratio 1.11
Alpha Ratio -1.19
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

Franklin India Taxshield SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Franklin India Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Oct 25

DurationReturns
1 Month 1%
3 Month -1.1%
6 Month 12.4%
1 Year -1%
3 Year 19.1%
5 Year 23.3%
10 Year
15 Year
Since launch 20.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 22.4%
2023 31.2%
2022 5.4%
2021 36.7%
2020 9.8%
2019 5.1%
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
Fund Manager information for Franklin India Taxshield
NameSinceTenure

Data below for Franklin India Taxshield as on 31 Aug 25

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

3. Bandhan 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.

Research Highlights for Bandhan Tax Advantage (ELSS) Fund

  • Upper mid AUM (₹6,899 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 22.77% (upper mid).
  • 3Y return: 15.80% (bottom quartile).
  • 1Y return: -1.77% (lower mid).
  • Alpha: -3.02 (lower mid).
  • Sharpe: -0.87 (bottom quartile).
  • Information ratio: 0.02 (bottom quartile).

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

Bandhan Tax Advantage (ELSS) Fund
Growth
Launch Date 26 Dec 08
NAV (10 Oct 25) ₹153.616 ↑ 0.41   (0.27 %)
Net Assets (Cr) ₹6,899 on 31 Aug 25
Category Equity - ELSS
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio -0.87
Information Ratio 0.02
Alpha Ratio -3.02
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

Bandhan 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 ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Bandhan 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 10 Oct 25

DurationReturns
1 Month 1.2%
3 Month 0.1%
6 Month 13.8%
1 Year -1.8%
3 Year 15.8%
5 Year 22.8%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 13.1%
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%
Fund Manager information for Bandhan Tax Advantage (ELSS) Fund
NameSinceTenure

Data below for Bandhan Tax Advantage (ELSS) Fund as on 31 Aug 25

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

4. 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.

Research Highlights for JM Tax Gain Fund

  • Bottom quartile AUM (₹210 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 22.76% (upper mid).
  • 3Y return: 20.99% (top quartile).
  • 1Y return: -3.26% (lower mid).
  • Alpha: -3.68 (bottom quartile).
  • Sharpe: -0.85 (bottom quartile).
  • Information ratio: 0.80 (upper mid).

Below is the key information for JM Tax Gain Fund

JM Tax Gain Fund
Growth
Launch Date 31 Mar 08
NAV (10 Oct 25) ₹49.68 ↑ 0.26   (0.52 %)
Net Assets (Cr) ₹210 on 31 Aug 25
Category Equity - ELSS
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio -0.86
Information Ratio 0.8
Alpha Ratio -3.68
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

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 ₹530,691.
Net Profit of ₹230,691
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 10 Oct 25

DurationReturns
1 Month 1.4%
3 Month 2%
6 Month 17%
1 Year -3.3%
3 Year 21%
5 Year 22.8%
10 Year
15 Year
Since launch 9.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 29%
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%
Fund Manager information for JM Tax Gain Fund
NameSinceTenure

Data below for JM Tax Gain Fund as on 31 Aug 25

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

5. Nippon India Tax Saver Fund (ELSS)

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.

Research Highlights for Nippon India Tax Saver Fund (ELSS)

  • Highest AUM (₹14,934 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.72% (lower mid).
  • 3Y return: 18.36% (upper mid).
  • 1Y return: -1.05% (upper mid).
  • Alpha: 0.25 (upper mid).
  • Sharpe: -0.59 (upper mid).
  • Information ratio: 0.70 (upper mid).

Below is the key information for Nippon India Tax Saver Fund (ELSS)

Nippon India Tax Saver Fund (ELSS)
Growth
Launch Date 21 Sep 05
NAV (10 Oct 25) ₹129.215 ↑ 0.60   (0.47 %)
Net Assets (Cr) ₹14,934 on 31 Aug 25
Category Equity - ELSS
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio -0.59
Information Ratio 0.7
Alpha Ratio 0.25
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

Nippon India Tax Saver Fund (ELSS) SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Nippon India Tax Saver Fund (ELSS)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Oct 25

DurationReturns
1 Month 1%
3 Month 0.1%
6 Month 14.2%
1 Year -1.1%
3 Year 18.4%
5 Year 22.7%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 17.6%
2023 28.6%
2022 6.9%
2021 37.6%
2020 -0.4%
2019 1.5%
2018 -20.7%
2017 46%
2016 4.2%
2015 -2.9%
Fund Manager information for Nippon India Tax Saver Fund (ELSS)
NameSinceTenure

Data below for Nippon India Tax Saver Fund (ELSS) as on 31 Aug 25

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

6. ICICI Prudential Long Term Equity Fund (Tax Saving)

To generate long-term capital appreciation through investments made primarily in equity and equity related securities of companies.

Research Highlights for ICICI Prudential Long Term Equity Fund (Tax Saving)

  • Top quartile AUM (₹14,346 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 21.01% (lower mid).
  • 3Y return: 17.18% (lower mid).
  • 1Y return: 1.89% (top quartile).
  • Alpha: 2.07 (top quartile).
  • Sharpe: -0.45 (top quartile).
  • Information ratio: 0.22 (lower mid).

Below is the key information for ICICI Prudential Long Term Equity Fund (Tax Saving)

ICICI Prudential Long Term Equity Fund (Tax Saving)
Growth
Launch Date 19 Aug 99
NAV (10 Oct 25) ₹952.25 ↑ 5.28   (0.56 %)
Net Assets (Cr) ₹14,346 on 31 Aug 25
Category Equity - ELSS
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio -0.45
Information Ratio 0.22
Alpha Ratio 2.07
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

ICICI Prudential Long Term Equity Fund (Tax Saving) 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 ICICI Prudential Long Term Equity Fund (Tax Saving)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Oct 25

DurationReturns
1 Month 1.3%
3 Month 2.2%
6 Month 14.4%
1 Year 1.9%
3 Year 17.2%
5 Year 21%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2024 16.4%
2023 23.2%
2022 2.3%
2021 33.7%
2020 13.6%
2019 8.8%
2018 0.5%
2017 26%
2016 3.9%
2015 4.3%
Fund Manager information for ICICI Prudential Long Term Equity Fund (Tax Saving)
NameSinceTenure

Data below for ICICI Prudential Long Term Equity Fund (Tax Saving) as on 31 Aug 25

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

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.)

Research Highlights for BOI AXA Tax Advantage Fund

  • Lower mid AUM (₹1,355 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.69% (bottom quartile).
  • 3Y return: 17.27% (lower mid).
  • 1Y return: -7.23% (bottom quartile).
  • Alpha: -5.42 (bottom quartile).
  • Sharpe: -0.85 (lower mid).
  • Information ratio: 0.24 (lower mid).

Below is the key information for BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund
Growth
Launch Date 25 Feb 09
NAV (10 Oct 25) ₹159.27 ↑ 0.69   (0.44 %)
Net Assets (Cr) ₹1,355 on 31 Aug 25
Category Equity - ELSS
AMC BOI AXA Investment Mngrs Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio -0.85
Information Ratio 0.24
Alpha Ratio -5.42
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 ₹505,644.
Net Profit of ₹205,644
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 10 Oct 25

DurationReturns
1 Month 0.7%
3 Month -1.7%
6 Month 14%
1 Year -7.2%
3 Year 17.3%
5 Year 20.7%
10 Year
15 Year
Since launch 18.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 21.6%
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%
Fund Manager information for BOI AXA Tax Advantage Fund
NameSinceTenure

Data below for BOI AXA Tax Advantage Fund as on 31 Aug 25

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

8. 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.

Research Highlights for Mahindra Mutual Fund Kar Bachat Yojana

  • Bottom quartile AUM (₹941 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.24% (bottom quartile).
  • 3Y return: 15.36% (bottom quartile).
  • 1Y return: 0.89% (top quartile).
  • Alpha: -0.20 (upper mid).
  • Sharpe: -0.63 (upper mid).
  • Information ratio: -0.42 (bottom quartile).

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 (10 Oct 25) ₹28.7263 ↑ 0.14   (0.50 %)
Net Assets (Cr) ₹941 on 31 Aug 25
Category Equity - ELSS
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio -0.63
Information Ratio -0.42
Alpha Ratio -0.2
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

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 ₹505,644.
Net Profit of ₹205,644
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 10 Oct 25

DurationReturns
1 Month 0.1%
3 Month -0.7%
6 Month 13.5%
1 Year 0.9%
3 Year 15.4%
5 Year 20.2%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 12.3%
2023 25.8%
2022 2%
2021 39.4%
2020 14.1%
2019 4.5%
2018 -9.8%
2017 24.8%
2016
2015
Fund Manager information for Mahindra Mutual Fund Kar Bachat Yojana
NameSinceTenure

Data below for Mahindra Mutual Fund Kar Bachat Yojana as on 31 Aug 25

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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