+91-22-489139094 बेस्ट टैक्स सेविंग ईएलएसएस म्यूचुअल फंड FY 22 - 23
ईएलएसएस (इक्विटी लिंक्ड सेविंग स्कीम) सबसे अच्छे टैक्स सेविंग विकल्पों में से एक है जो आपको बहुत सारा पैसा बचाने में मदद करता हैआयकर कमाई के साथराजधानी निवेश पर सराहना।
टैक्स सेविंग ईएलएसएस फंड INR 1,50 तक कर छूट की अनुमति देते हैं,000 अंतर्गतधारा 80सी कीआय कर अधिनियम। इसलिए, द्वारानिवेश इन टैक्स सेविंग मेंम्यूचुअल फंड्स, यहां तक कि 30% के उच्चतम टैक्स ब्रैकेट में निवेशक भी अच्छे रिटर्न अर्जित करने के साथ-साथ किसी विशेष वित्तीय वर्ष के लिए लगभग INR 46,000 की कर छूट का लाभ उठा सकते हैं।
ईएलएसएस हैंमंडी-लिंक्ड निवेश, आपको इन फंडों में समझदारी से निवेश करने का सुझाव दिया जाता है ताकि लंबी अवधि के नुकसान और जोखिम से बचा जा सके।
ईएलएसएस फंड में निवेश के लाभ FY 22 - 23
- ईएलएसएस म्यूचुअल फंड INR 1,50,000 तक कर छूट प्रदान करते हैं।
- रिटर्न अन्य द्वारा दिए गए रिटर्न की तुलना में बहुत अधिक हैटैक्स सेविंग निवेश विकल्प।
- ईएलएसएस में 3 साल की सबसे कम लॉक-इन अवधि होती है, जो कि अन्य टैक्स सेविंग निवेशों की तुलना में काफी कम है।
- ईएलएसएस फंड के माध्यम से निवेश करने का विकल्प प्रदान करते हैंसिप, इसलिए निवेशक मासिक रूप से छोटी मात्रा में निवेश करके अपने ईएलएसएस निवेश को आसानी से प्रबंधित कर सकते हैं।
उपरोक्त सभी कारक ईएलएसएस को सबसे अच्छे टैक्स सेविंग विकल्पों में से एक बनाते हैं।
यदि आप निवेश करने की योजना बना रहे हैं, तो SIP (Systematic .)निवेश योजना) उसमे से एकपैसे निवेश करने के सर्वोत्तम तरीके ईएलएसएस में। नियमित निवेश की आदत आपके पोर्टफोलियो को अनुशासित और संतुलित रखती है। साथ ही कर कैलेंडर के अंतिम समय में एकमुश्त राशि की व्यवस्था करने का झंझट भी समाप्त हो जाता है। SIP में आप निवेश की रकम को फिक्स कर सकते हैं, जो कम से कम रु. 500, और एक तारीख जब आपका पैसा आपसे स्वतः कट जाएगाबैंक ईएलएसएस फंड में खाता।
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शीर्ष 4 सर्वश्रेष्ठ प्रदर्शन करने वाले टैक्स सेविंग ईएलएसएस म्यूचुअल फंड
To generate long-term capital appreciation through investments made primarily in equity and equity related securities of companies. Below is the key information for ICICI Prudential Long Term Equity Fund (Tax Saving) Returns up to 1 year are on (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. Research Highlights for Canara Robeco Equity Tax Saver Below is the key information for Canara Robeco Equity Tax Saver 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 long term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. The Scheme does not guarantee or assure any returns. Research Highlights for Mirae Asset Tax Saver Fund Below is the key information for Mirae Asset Tax Saver Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Since launch (%) ICICI Prudential Long Term Equity Fund (Tax Saving) Growth ₹961.79
↓ -6.04 ₹14,346 3.9 7.3 6.5 16 21.4 16.4 19 Canara Robeco Equity Tax Saver Growth ₹179.42
↓ -0.98 ₹8,744 2.8 8 3.4 14.8 19.5 17.5 18.8 BOI AXA Tax Advantage Fund Growth ₹162.31
↓ -0.80 ₹1,355 2.1 8 -3.5 16.9 21.2 21.6 18.2 Mirae Asset Tax Saver Fund Growth ₹50.728
↓ -0.31 ₹26,076 4.2 10.4 8.6 17.7 21.1 17.2 17.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Oct 25 Research Highlights & Commentary of 4 Funds showcased
Commentary ICICI Prudential Long Term Equity Fund (Tax Saving) Canara Robeco Equity Tax Saver BOI AXA Tax Advantage Fund Mirae Asset Tax Saver Fund Point 1 Upper mid AUM (₹14,346 Cr). Lower mid AUM (₹8,744 Cr). Bottom quartile AUM (₹1,355 Cr). Highest AUM (₹26,076 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (16+ yrs). Established history (16+ yrs). Established history (9+ yrs). Point 3 Rating: 2★ (upper mid). Rating: 1★ (lower mid). Top rated. Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 21.35% (top quartile). 5Y return: 19.46% (bottom quartile). 5Y return: 21.17% (upper mid). 5Y return: 21.09% (lower mid). Point 6 3Y return: 16.01% (lower mid). 3Y return: 14.76% (bottom quartile). 3Y return: 16.88% (upper mid). 3Y return: 17.70% (top quartile). Point 7 1Y return: 6.51% (upper mid). 1Y return: 3.38% (lower mid). 1Y return: -3.48% (bottom quartile). 1Y return: 8.57% (top quartile). Point 8 Alpha: 2.07 (top quartile). Alpha: 0.40 (lower mid). Alpha: -5.42 (bottom quartile). Alpha: 1.86 (upper mid). Point 9 Sharpe: -0.45 (upper mid). Sharpe: -0.61 (lower mid). Sharpe: -0.85 (bottom quartile). Sharpe: -0.32 (top quartile). Point 10 Information ratio: 0.22 (upper mid). Information ratio: -0.35 (bottom quartile). Information ratio: 0.24 (top quartile). Information ratio: 0.05 (lower mid). ICICI Prudential Long Term Equity Fund (Tax Saving)
Canara Robeco Equity Tax Saver
BOI AXA Tax Advantage Fund
Mirae Asset Tax Saver Fund
100 करोड़ लॉन्च / स्थापना के बाद से वार्षिक रिटर्न पर क्रमबद्ध।1. ICICI Prudential Long Term Equity Fund (Tax Saving)
ICICI Prudential Long Term Equity Fund (Tax Saving)
Growth Launch Date 19 Aug 99 NAV (31 Oct 25) ₹961.79 ↓ -6.04 (-0.62 %) 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.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹16,540 31 Oct 22 ₹16,857 31 Oct 23 ₹18,219 31 Oct 24 ₹24,708 31 Oct 25 ₹26,317 Returns for ICICI Prudential Long Term Equity Fund (Tax Saving)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 3.2% 3 Month 3.9% 6 Month 7.3% 1 Year 6.5% 3 Year 16% 5 Year 21.4% Since launch 19% 10 Year 15 Year Historical performance (Yearly) on absolute basis
Year Returns 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)
Name Since Tenure Mittul Kalawadia 18 Sep 23 2.04 Yr. Sharmila D’mello 31 Jul 22 3.17 Yr. Data below for ICICI Prudential Long Term Equity Fund (Tax Saving) as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 28.78% Consumer Cyclical 17% Health Care 11.64% Industrials 8.44% Energy 6.88% Consumer Defensive 6.24% Communication Services 5.49% Utility 4.37% Technology 4.15% Basic Materials 4.1% Real Estate 1.18% Asset Allocation
Asset Class Value Cash 1.67% Equity 98.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK7% ₹1,048 Cr 7,778,111 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK7% ₹984 Cr 10,347,868 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 17 | SUNPHARMA6% ₹814 Cr 5,105,969 Reliance Industries Ltd (Energy)
Equity, Since 31 May 20 | RELIANCE5% ₹754 Cr 5,528,578
↑ 343,442 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 29 Feb 20 | 5403765% ₹753 Cr 1,683,535
↓ -24,918 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 5322155% ₹753 Cr 6,652,223 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | MARUTI5% ₹700 Cr 437,008
↓ -66,120 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL4% ₹601 Cr 3,197,841 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 18 | LT4% ₹600 Cr 1,638,689 NTPC Ltd (Utilities)
Equity, Since 31 Oct 23 | 5325554% ₹586 Cr 17,198,432
↑ 350,236 2. Canara Robeco Equity Tax Saver
Canara Robeco Equity Tax Saver
Growth Launch Date 2 Feb 09 NAV (31 Oct 25) ₹179.42 ↓ -0.98 (-0.54 %) Net Assets (Cr) ₹8,744 on 31 Aug 25 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio -0.62 Information Ratio -0.35 Alpha Ratio 0.4 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹15,909 31 Oct 22 ₹16,095 31 Oct 23 ₹17,199 31 Oct 24 ₹23,532 31 Oct 25 ₹24,328 Returns for Canara Robeco Equity Tax Saver
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 3.4% 3 Month 2.8% 6 Month 8% 1 Year 3.4% 3 Year 14.8% 5 Year 19.5% Since launch 18.8% 10 Year 15 Year Historical performance (Yearly) on absolute basis
Year Returns 2024 17.5% 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% Fund Manager information for Canara Robeco Equity Tax Saver
Name Since Tenure Vishal Mishra 26 Jun 21 4.27 Yr. Shridatta Bhandwaldar 1 Oct 19 6 Yr. Data below for Canara Robeco Equity Tax Saver as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 28.56% Consumer Cyclical 15.78% Industrials 13.28% Health Care 6.83% Technology 6.6% Consumer Defensive 5.83% Energy 5.67% Basic Materials 5.35% Communication Services 3.4% Utility 3.39% Real Estate 1.78% Asset Allocation
Asset Class Value Cash 3.51% Equity 96.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK8% ₹678 Cr 7,125,168 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK7% ₹588 Cr 4,361,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE4% ₹343 Cr 2,512,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY4% ₹323 Cr 2,241,310
↑ 25,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL3% ₹274 Cr 1,460,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹262 Cr 3,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹254 Cr 694,369 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 5000343% ₹233 Cr 2,329,500 GE Vernova T&D India Ltd (Industrials)
Equity, Since 29 Feb 24 | 5222752% ₹215 Cr 727,058
↓ -31,789 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322152% ₹198 Cr 1,753,000 3. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (31 Oct 25) ₹162.31 ↓ -0.80 (-0.49 %) 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.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹16,190 31 Oct 22 ₹16,357 31 Oct 23 ₹18,560 31 Oct 24 ₹27,059 31 Oct 25 ₹26,116 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 3.4% 3 Month 2.1% 6 Month 8% 1 Year -3.5% 3 Year 16.9% 5 Year 21.2% Since launch 18.2% 10 Year 15 Year Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Alok Singh 27 Apr 22 3.43 Yr. Data below for BOI AXA Tax Advantage Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 23.39% Industrials 21.49% Basic Materials 16.87% Utility 7.54% Consumer Cyclical 6.28% Consumer Defensive 5.96% Technology 4.77% Communication Services 3.21% Health Care 2.7% Real Estate 2.53% Energy 1.35% Asset Allocation
Asset Class Value Cash 3.9% Equity 96.1% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 5002955% ₹66 Cr 1,412,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN4% ₹58 Cr 664,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL4% ₹50 Cr 105,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | ITC3% ₹45 Cr 1,120,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK3% ₹44 Cr 330,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL3% ₹44 Cr 235,000
↑ 34,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK3% ₹42 Cr 437,532 Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 Mar 25 | 5004253% ₹39 Cr 685,662
↑ 51,662 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 May 24 | 5433493% ₹38 Cr 285,350 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 23 | 5063953% ₹35 Cr 157,000 4. Mirae Asset Tax Saver Fund
Mirae Asset Tax Saver Fund
Growth Launch Date 28 Dec 15 NAV (31 Oct 25) ₹50.728 ↓ -0.31 (-0.62 %) Net Assets (Cr) ₹26,076 on 31 Jul 25 Category Equity - ELSS AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating Risk Moderately High Expense Ratio 1.16 Sharpe Ratio -0.32 Information Ratio 0.05 Alpha Ratio 1.86 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹16,135 31 Oct 22 ₹15,969 31 Oct 23 ₹17,785 31 Oct 24 ₹23,981 31 Oct 25 ₹26,036 Returns for Mirae Asset Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 4.7% 3 Month 4.2% 6 Month 10.4% 1 Year 8.6% 3 Year 17.7% 5 Year 21.1% Since launch 17.9% 10 Year 15 Year Historical performance (Yearly) on absolute basis
Year Returns 2024 17.2% 2023 27% 2022 0.1% 2021 35.3% 2020 21.5% 2019 14.1% 2018 -2.3% 2017 47.9% 2016 14.8% 2015 Fund Manager information for Mirae Asset Tax Saver Fund
Name Since Tenure Neelesh Surana 28 Dec 15 9.76 Yr. Data below for Mirae Asset Tax Saver Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 34.11% Consumer Cyclical 15.53% Health Care 9.6% Industrials 8.95% Technology 8.71% Basic Materials 6.59% Consumer Defensive 4.51% Energy 4.21% Communication Services 3.45% Utility 2.29% Real Estate 1.23% Asset Allocation
Asset Class Value Cash 0.82% Equity 99.18% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | HDFCBANK10% ₹2,536 Cr 26,661,504
↑ 1,008,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK5% ₹1,312 Cr 9,731,929
↑ 1,220,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | 5322154% ₹1,117 Cr 9,866,860
↓ -590,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 15 | SBIN4% ₹1,056 Cr 12,106,701
↓ -1,373,999 Infosys Ltd (Technology)
Equity, Since 31 Dec 15 | INFY4% ₹1,034 Cr 7,172,785 ITC Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | ITC4% ₹987 Cr 24,583,025
↑ 2,010,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 15 | TCS3% ₹817 Cr 2,828,631 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 15 | RELIANCE3% ₹815 Cr 5,974,299
↓ -690,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | MARUTI3% ₹685 Cr 427,460 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 16 | LT3% ₹648 Cr 1,770,482
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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Research Highlights for ICICI Prudential Long Term Equity Fund (Tax Saving)