+91-22-489139096 बेस्ट परफॉर्मिंग टैक्स सेविंग म्यूचुअल फंड्स 2022
टैक्स सीजन नजदीक है, इसमें निवेश करने वाले निवेशकईएलएसएस हमेशा उन फंडों को देखें जो इनमें सबसे अच्छा प्रदर्शन कर रहे हैंमंडी. चूंकि, कई निवेशकों को इतने सारे फंडों में से एक फंड चुनना मुश्किल लगता है, हम यहां ईएलएसएस श्रेणी में कुछ सर्वश्रेष्ठ प्रदर्शन करने वालों का सुझाव दे रहे हैं।
निवेशक इन फंडों में निवेश कर सकते हैं और हर साल INR 1.5 लाख तक बचा सकते हैंधारा 80सी काआयकर अधिनियम 1961। ईएलएसएस योजनाओं में न्यूनतम 3 वर्ष की लॉक-इन अवधि होती है। हमारी अनुशंसित सर्वोत्तम प्रदर्शन कर बचतम्यूचुअल फंड्स एयूएम जैसे कुछ महत्वपूर्ण मापदंडों को पूरा करके सावधानीपूर्वक शॉर्टलिस्ट किया गया है,नहीं हैं, पिछले प्रदर्शन, आदि।
इस प्रकार, निवेशक आसानी से अपनी कर बचत की योजना बना सकते हैंनिवेश इन निधियों में।
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बेस्ट परफॉर्मिंग टैक्स सेविंग म्युचुअल फंड्स
To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation.. Below is the key information for Tata India Tax Savings 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. Research Highlights for Bandhan Tax Advantage (ELSS) Fund Below is the key information for Bandhan Tax Advantage (ELSS) Fund Returns up to 1 year are on To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments Research Highlights for HDFC Long Term Advantage Fund Below is the key information for HDFC Long Term Advantage 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.) Research Highlights for BOI AXA Tax Advantage Fund Below is the key information for BOI AXA Tax Advantage Fund Returns up to 1 year are on 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. Research Highlights for Kotak Tax Saver Fund Below is the key information for Kotak Tax Saver Fund Returns up to 1 year are on The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities. Research Highlights for Invesco India Tax Plan Below is the key information for Invesco India Tax Plan Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Tata India Tax Savings Fund Growth ₹47.4123
↓ -0.07 ₹4,664 6 6.9 9.2 12.3 11.8 4.9 Bandhan Tax Advantage (ELSS) Fund Growth ₹154.771
↑ 0.26 ₹6,911 3.4 3.3 3 9 11.1 8 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 BOI AXA Tax Advantage Fund Growth ₹165.57
↑ 0.33 ₹1,395 4.2 6.2 5.8 12.2 10.5 -3.5 Kotak Tax Saver Fund Growth ₹117.551
↓ -0.11 ₹6,342 6.4 4.8 2.8 10.5 10.8 1.8 Invesco India Tax Plan Growth ₹127.95
↓ -0.05 ₹2,699 10.2 12.1 1.6 12.2 9.5 -2.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Sep 26 Research Highlights & Commentary of 6 Funds showcased
Commentary Tata India Tax Savings Fund Bandhan Tax Advantage (ELSS) Fund HDFC Long Term Advantage Fund BOI AXA Tax Advantage Fund Kotak Tax Saver Fund Invesco India Tax Plan Point 1 Upper mid AUM (₹4,664 Cr). Highest AUM (₹6,911 Cr). Bottom quartile AUM (₹1,318 Cr). Bottom quartile AUM (₹1,395 Cr). Upper mid AUM (₹6,342 Cr). Lower mid AUM (₹2,699 Cr). Point 2 Established history (11+ yrs). Established history (17+ yrs). Oldest track record among peers (25 yrs). Established history (17+ yrs). Established history (20+ yrs). Established history (19+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 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 5 5Y return: 11.77% (upper mid). 5Y return: 11.07% (upper mid). 5Y return: 17.39% (top quartile). 5Y return: 10.51% (bottom quartile). 5Y return: 10.81% (lower mid). 5Y return: 9.53% (bottom quartile). Point 6 3Y return: 12.27% (upper mid). 3Y return: 9.00% (bottom quartile). 3Y return: 20.64% (top quartile). 3Y return: 12.23% (upper mid). 3Y return: 10.53% (bottom quartile). 3Y return: 12.21% (lower mid). Point 7 1Y return: 9.17% (upper mid). 1Y return: 3.00% (lower mid). 1Y return: 35.51% (top quartile). 1Y return: 5.79% (upper mid). 1Y return: 2.83% (bottom quartile). 1Y return: 1.56% (bottom quartile). Point 8 Alpha: 3.16 (top quartile). Alpha: 0.89 (upper mid). Alpha: 1.75 (upper mid). Alpha: -0.56 (lower mid). Alpha: -1.58 (bottom quartile). Alpha: -2.23 (bottom quartile). Point 9 Sharpe: 0.13 (upper mid). Sharpe: -0.29 (bottom quartile). Sharpe: 2.27 (top quartile). Sharpe: -0.10 (upper mid). Sharpe: -0.13 (lower mid). Sharpe: -0.18 (bottom quartile). Point 10 Information ratio: 0.02 (upper mid). Information ratio: -0.51 (bottom quartile). Information ratio: -0.15 (lower mid). Information ratio: 0.08 (top quartile). Information ratio: -0.30 (bottom quartile). Information ratio: 0.06 (upper mid). Tata India Tax Savings Fund
Bandhan Tax Advantage (ELSS) Fund
HDFC Long Term Advantage Fund
BOI AXA Tax Advantage Fund
Kotak Tax Saver Fund
Invesco India Tax Plan
1. Tata India Tax Savings Fund
Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (04 Sep 26) ₹47.4123 ↓ -0.07 (-0.14 %) Net Assets (Cr) ₹4,664 on 31 Jul 26 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.13 Information Ratio 0.02 Alpha Ratio 3.16 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0% 3 Month 6% 6 Month 6.9% 1 Year 9.2% 3 Year 12.3% 5 Year 11.8% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.9% 2023 19.5% 2022 24% 2021 5.9% 2020 30.4% 2019 11.9% 2018 13.6% 2017 -8.4% 2016 46% 2015 2.1% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Data below for Tata India Tax Savings Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Bandhan Tax Advantage (ELSS) Fund
Bandhan Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (04 Sep 26) ₹154.771 ↑ 0.26 (0.17 %) Net Assets (Cr) ₹6,911 on 30 Jun 26 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio -0.29 Information Ratio -0.51 Alpha Ratio 0.89 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Bandhan Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -1.9% 3 Month 3.4% 6 Month 3.3% 1 Year 3% 3 Year 9% 5 Year 11.1% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 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% Fund Manager information for Bandhan Tax Advantage (ELSS) Fund
Name Since Tenure Data below for Bandhan Tax Advantage (ELSS) Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. 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.
Date Value
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 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
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Data below for HDFC Long Term Advantage Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (04 Sep 26) ₹165.57 ↑ 0.33 (0.20 %) Net Assets (Cr) ₹1,395 on 31 Jul 26 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.1 Information Ratio 0.08 Alpha Ratio -0.56 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -0.1% 3 Month 4.2% 6 Month 6.2% 1 Year 5.8% 3 Year 12.2% 5 Year 10.5% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.5% 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% Fund Manager information for BOI AXA Tax Advantage Fund
Name Since Tenure Data below for BOI AXA Tax Advantage Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Kotak Tax Saver Fund
Kotak Tax Saver Fund
Growth Launch Date 23 Nov 05 NAV (04 Sep 26) ₹117.551 ↓ -0.11 (-0.09 %) Net Assets (Cr) ₹6,342 on 31 Jul 26 Category Equity - ELSS AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.76 Sharpe Ratio -0.13 Information Ratio -0.3 Alpha Ratio -1.58 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Kotak Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -0.9% 3 Month 6.4% 6 Month 4.8% 1 Year 2.8% 3 Year 10.5% 5 Year 10.8% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 1.8% 2023 21.8% 2022 23.6% 2021 6.9% 2020 33.2% 2019 14.9% 2018 12.7% 2017 -3.8% 2016 33.8% 2015 7.5% Fund Manager information for Kotak Tax Saver Fund
Name Since Tenure Data below for Kotak Tax Saver Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Invesco India Tax Plan
Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (04 Sep 26) ₹127.95 ↓ -0.05 (-0.04 %) Net Assets (Cr) ₹2,699 on 31 Jul 26 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio -0.18 Information Ratio 0.06 Alpha Ratio -2.23 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.9% 3 Month 10.2% 6 Month 12.1% 1 Year 1.6% 3 Year 12.2% 5 Year 9.5% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -2.8% 2023 25.2% 2022 30.9% 2021 -7.7% 2020 32.6% 2019 19.2% 2018 9.4% 2017 -1.3% 2016 35.7% 2015 3.4% Fund Manager information for Invesco India Tax Plan
Name Since Tenure Data below for Invesco India Tax Plan as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
इक्विटी लिंक्ड सेविंग स्कीम में टैक्स सेविंग
आइए ईएलएसएस के साथ और उसके बिना कर बचत की तुलना करके कर लाभों की जांच करें:
| विवरण | कर योजना (ईएलएसएस) | नो टैक्स प्लानिंग |
|---|---|---|
| कुल योगआय | 8,00,000 | 8,00,000 |
| कराधान से छूट | 1,50,000 | शून्य |
| कुलकरदायी आय | 6,50,000 | 8,00,000 |
| भुगतान किया जाने वाला कर | 32,500 | 62,500 |
| सहेजी गई राशि | 30,000 | शून्य |
इसलिए, ईएलएसएस में निवेश करके बचाई गई कुल राशि INR 30,000 है।
टैक्स सेविंग म्यूचुअल फंड में निवेश के लाभ
टैक्स बेनिफिट्स के साथ, ELSS आपको निम्नलिखित फायदे भी प्रदान करता है:
इक्विटी रिटर्न
चूंकि ईएलएसएस इक्विटी और टैक्स सेविंग का एक संयोजन है, इसलिए शेयर बाजार के बढ़ने के साथ-साथ आप जो पैसा निवेश करते हैं वह बढ़ता है। तो, निवेशक इक्विटी बाजार से भी रिटर्न कमा सकते हैं। इसलिए, ईएलएसएस भी लंबी अवधि के लिए धन सृजन का एक तरीका है।
एसआईपी लाभ
एकमुश्त राशि का निवेश करने के बजाय, निवेशक मासिक निवेश करके एक आसान रास्ता चुन सकते हैं aसिप. एसआईपी के साथ, कोई भी कम से कम 500 रुपये का निवेश कर सकता है, जिससे यह निवेशकों के लिए सबसे किफायती टैक्स-प्लानिंग और निवेश का माध्यम बन जाता है।
सबसे छोटी लॉक-इन अवधि
ELSS में 3 साल की लॉक-इन अवधि होती है, जो कि अन्य सभी टैक्स सेविंग इंस्ट्रूमेंट्स में सबसे छोटी लॉक-इन अवधि है।
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Research Highlights for Tata India Tax Savings Fund