Table of Contents
4 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. ICICI Prudential Long Term Equity Fund (Tax Saving) is a Equity - ELSS fund was launched on 19 Aug 99. It is a fund with Moderately High risk and has given a 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. 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 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.) 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 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 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 Below is the key information for IDFC Tax Advantage (ELSS) Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Since launch (%) ICICI Prudential Long Term Equity Fund (Tax Saving) Growth ₹572.43
↑ 2.57 ₹9,992 -6.8 -3.7 -1.9 25.1 10.6 2.3 18.7 Canara Robeco Equity Tax Saver Growth ₹111.33
↑ 0.64 ₹4,576 -6.1 -5.3 -1 24.8 14.1 -0.2 18.6 BOI AXA Tax Advantage Fund Growth ₹96.01
↑ 0.52 ₹679 -6.4 -4.7 -0.4 25.3 11.7 -1.3 17.5 IDFC Tax Advantage (ELSS) Fund Growth ₹97.596
↑ 0.61 ₹4,033 -4.7 -1.6 1.3 32.6 11.5 4.2 17.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23 100 करोड़ लॉन्च / स्थापना के बाद से वार्षिक रिटर्न पर क्रमबद्ध।1. ICICI Prudential Long Term Equity Fund (Tax Saving)
CAGR/Annualized return of 18.7% since its launch. Ranked 30 in ELSS category. Return for 2022 was 2.3% , 2021 was 33.7% and 2020 was 13.6% . ICICI Prudential Long Term Equity Fund (Tax Saving)
Growth Launch Date 19 Aug 99 NAV (17 Mar 23) ₹572.43 ↑ 2.57 (0.45 %) Net Assets (Cr) ₹9,992 on 31 Jan 23 Category Equity - ELSS AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.29 Information Ratio -0.3 Alpha Ratio -2.1 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 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 17 Mar 23 Duration Returns 1 Month -4% 3 Month -6.8% 6 Month -3.7% 1 Year -1.9% 3 Year 25.1% 5 Year 10.6% Since launch 18.7% 10 Year 15 Year Historical performance (Yearly) on absolute basis
Year Returns 2022 2.3% 2021 33.7% 2020 13.6% 2019 8.8% 2018 0.5% 2017 26% 2016 3.9% 2015 4.3% 2014 50.8% 2013 10.2% Fund Manager information for ICICI Prudential Long Term Equity Fund (Tax Saving)
Name Since Tenure Harish Bihani 5 Nov 18 4.24 Yr. Sharmila D’mello 31 Jul 22 0.5 Yr. Data below for ICICI Prudential Long Term Equity Fund (Tax Saving) as on 31 Jan 23
Equity Sector Allocation
Sector Value Financial Services 36.2% Consumer Cyclical 15.18% Technology 12% Industrials 7.34% Communication Services 6.62% Consumer Defensive 6.6% Health Care 6.55% Energy 4.41% Basic Materials 1.57% Real Estate 1.24% Asset Allocation
Asset Class Value Cash 2.3% Equity 97.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK9% ₹889 Cr 10,691,157
↑ 371,662 Infosys Ltd (Technology)
Equity, Since 30 Jun 16 | INFY6% ₹571 Cr 3,722,202
↓ -346,791 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 5322156% ₹551 Cr 6,316,605
↑ 100,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL5% ₹491 Cr 6,374,762 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK5% ₹475 Cr 2,961,891 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 29 Feb 20 | 5403765% ₹455 Cr 1,299,527
↑ 260,962 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | MARUTI5% ₹451 Cr 507,132
↑ 120,000 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD4% ₹401 Cr 5,546,983
↑ 446,435 Reliance Industries Ltd (Energy)
Equity, Since 31 May 20 | RELIANCE4% ₹350 Cr 1,488,761 State Bank of India (Financial Services)
Equity, Since 31 Oct 18 | SBIN3% ₹286 Cr 5,159,980 2. Canara Robeco Equity Tax Saver
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% . 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.
Date Value Returns for Canara Robeco Equity Tax Saver
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -4% 3 Month -6.1% 6 Month -5.3% 1 Year -1% 3 Year 24.8% 5 Year 14.1% Since launch 18.6% 10 Year 15 Year Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Vishal Mishra 26 Jun 21 1.6 Yr. Shridatta Bhandwaldar 1 Oct 19 3.34 Yr. Data below for Canara Robeco Equity Tax Saver as on 31 Jan 23
Equity Sector Allocation
Sector Value Financial Services 32.33% Consumer Cyclical 12.53% Industrials 10.98% Technology 9.71% Basic Materials 9.71% Consumer Defensive 6.58% Health Care 5.2% Energy 4.97% Communication Services 2.21% Utility 1.69% Real Estate 1.42% Asset Allocation
Asset Class Value Cash 2.68% Equity 97.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK8% ₹350 Cr 2,182,184 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK7% ₹324 Cr 3,891,000
↓ -100,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY6% ₹266 Cr 1,731,310
↓ -225,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE5% ₹227 Cr 966,000
↑ 212,500 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN4% ₹199 Cr 3,595,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322154% ₹166 Cr 1,903,000
↓ -150,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 20 | TCS3% ₹141 Cr 418,712
↑ 95,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFC3% ₹116 Cr 442,500
↑ 155,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 21 | ULTRACEMCO2% ₹110 Cr 155,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL2% ₹101 Cr 1,315,000
↑ 100,000 3. BOI AXA Tax Advantage Fund
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% . 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.
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 17 Mar 23 Duration Returns 1 Month -3.3% 3 Month -6.4% 6 Month -4.7% 1 Year -0.4% 3 Year 25.3% 5 Year 11.7% Since launch 17.5% 10 Year 15 Year Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Alok Singh 27 Apr 22 0.77 Yr. Data below for BOI AXA Tax Advantage Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Financial Services 36.86% Industrials 13.11% Consumer Cyclical 10.18% Basic Materials 9.53% Consumer Defensive 9.3% Health Care 6.25% Energy 4.05% Technology 3.52% Utility 3.17% Real Estate 2.1% Communication Services 0.73% Asset Allocation
Asset Class Value Cash 1.2% Equity 98.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK6% ₹44 Cr 529,340 State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN6% ₹43 Cr 770,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK6% ₹42 Cr 265,000 Canara Bank (Financial Services)
Equity, Since 31 Aug 22 | 5324834% ₹27 Cr 895,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹22 Cr 1,260,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE3% ₹21 Cr 91,009 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | 5322153% ₹18 Cr 204,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 May 22 | ITC2% ₹17 Cr 473,223 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 22 | ULTRACEMCO2% ₹16 Cr 23,000 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 20 | JBCHEPHARM2% ₹15 Cr 74,000 4. IDFC Tax Advantage (ELSS) Fund
CAGR/Annualized return of 17.4% since its launch. Ranked 3 in ELSS category. Return for 2022 was 4.2% , 2021 was 49.2% and 2020 was 18.7% . IDFC Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (17 Mar 23) ₹97.596 ↑ 0.61 (0.62 %) Net Assets (Cr) ₹4,033 on 31 Jan 23 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio -0.16 Information Ratio 0.69 Alpha Ratio -0.49 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for IDFC Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -3.2% 3 Month -4.7% 6 Month -1.6% 1 Year 1.3% 3 Year 32.6% 5 Year 11.5% Since launch 17.4% 10 Year 15 Year Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 15% Fund Manager information for IDFC Tax Advantage (ELSS) Fund
Name Since Tenure Daylynn Pinto 20 Oct 16 6.29 Yr. Data below for IDFC Tax Advantage (ELSS) Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Financial Services 26.83% Consumer Cyclical 15.59% Industrials 12.6% Technology 9.99% Basic Materials 9.74% Health Care 6.34% Consumer Defensive 3.89% Energy 3.65% Communication Services 2.67% Utility 1.49% Asset Allocation
Asset Class Value Cash 7.21% Equity 92.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK8% ₹316 Cr 3,800,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY5% ₹207 Cr 1,350,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN5% ₹194 Cr 3,500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK4% ₹168 Cr 1,050,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE4% ₹147 Cr 625,000
↑ 25,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 5322153% ₹122 Cr 1,400,000 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 20 | TATAMOTORS3% ₹118 Cr 2,600,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | M&M3% ₹110 Cr 800,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL3% ₹108 Cr 1,400,000 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 5322862% ₹93 Cr 1,600,000
↓ -100,000
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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