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2022 के लिए शीर्ष 3 सर्वश्रेष्ठ प्रदर्शन करने वाले ईएलएसएस (टैक्स सेविंग) म्यूचुअल फंड | Fincash.com

फिनकैश »म्यूचुअल फंड्स »शीर्ष 3 ईएलएसएस फंड

2022 के लिए शीर्ष 3 सर्वश्रेष्ठ टैक्स सेविंग ईएलएसएस म्यूचुअल फंड

Updated on September 27, 2023 , 5909 views

बेस्ट एल्स फंड्स या इक्विटी लिंक्ड सेविंग्स स्कीम (टैक्स सेविंग) इक्विटी डायवर्सिफाइड हैंम्यूचुअल फंड्स प्रदान करने के लिए मुख्य रूप से इक्विटी से जुड़े उपकरणों (जैसे शेयर और स्टॉक) में निवेश करते हैंमंडी-लिंक्ड रिटर्न। आमतौर पर, फंड कॉर्पस का 80% इक्विटी में और शेष डेट इंस्ट्रूमेंट्स में निवेश किया जाता है। श्रेष्ठईएलएसएस फंड को टैक्स सेविंग म्यूचुअल फंड के रूप में भी जाना जाता है क्योंकि वे कर लाभ प्रदान करते हैंधारा 80सी काआयकर कार्य। इसके अलावा, ईएलएसएस म्यूचुअल फंड ओपन-एंडेड हैं, जिसका अर्थ है कि निवेशक जब चाहें इन फंडों में सदस्यता ले सकते हैं। हालांकि, इससे पहलेनिवेश इन टैक्स सेविंग म्युचुअल फंडों में, सर्वश्रेष्ठ ईएलएसएस फंडों की सूची पर विचार करने का सुझाव दिया गया है।

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2022 में निवेश करने के लिए शीर्ष 3 ईएलएसएस फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
IDFC Tax Advantage (ELSS) Fund Growth ₹117.121
↑ 0.52
₹5,01411.518.22129.615.14.2
Nippon India Tax Saver Fund (ELSS) Growth ₹90.333
↑ 0.39
₹12,63411.51616.125.29.16.9
DSP BlackRock Tax Saver Fund Growth ₹94.037
↑ 0.36
₹11,80510.715.81724.214.34.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

1. 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 18.3% since its launch.  Ranked 3 in ELSS category.  Return for 2022 was 4.2% , 2021 was 49.2% and 2020 was 18.7% .

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

IDFC Tax Advantage (ELSS) Fund
Growth
Launch Date 26 Dec 08
NAV (22 Aug 23) ₹117.121 ↑ 0.52   (0.45 %)
Net Assets (Cr) ₹5,014 on 31 Jul 23
Category Equity - ELSS
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 1.5
Information Ratio 1.29
Alpha Ratio 6.92
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 18₹10,000
30 Sep 19₹9,885
30 Sep 20₹9,978
30 Sep 21₹17,549
30 Sep 22₹18,140
30 Sep 23₹22,209

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 ₹447,579.
Net Profit of ₹147,579
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 22 Aug 23

DurationReturns
1 Month 1.3%
3 Month 11.5%
6 Month 18.2%
1 Year 21%
3 Year 29.6%
5 Year 15.1%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Daylynn Pinto20 Oct 166.87 Yr.
Nishita Shah31 Jul 230.09 Yr.

Data below for IDFC Tax Advantage (ELSS) Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services26.52%
Industrials15.15%
Consumer Cyclical13.31%
Basic Materials10.56%
Technology8.39%
Health Care7.15%
Consumer Defensive6.64%
Energy4.27%
Communication Services2.15%
Utility1.74%
Asset Allocation
Asset ClassValue
Cash4.11%
Equity95.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK
7%₹364 Cr3,800,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
6%₹284 Cr1,806,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
4%₹217 Cr900,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 532215
4%₹195 Cr2,000,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY
4%₹194 Cr1,350,000
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
3%₹152 Cr2,700,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 20 | TATAMOTORS
3%₹150 Cr2,500,000
↓ -100,000
NCC Ltd (Industrials)
Equity, Since 28 Feb 19 | NCC
2%₹115 Cr6,800,000
↓ -700,000
KEC International Ltd (Industrials)
Equity, Since 30 Sep 15 | 532714
2%₹114 Cr1,700,000
Jindal Steel & Power Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Mar 18 | 532286
2%₹110 Cr1,600,000

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

Franklin India Taxshield is a Equity - ELSS fund was launched on 10 Apr 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.9% since its launch.  Ranked 28 in ELSS category.  Return for 2022 was 5.4% , 2021 was 36.7% and 2020 was 9.8% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (22 Aug 23) ₹1,025.21 ↑ 4.34   (0.43 %)
Net Assets (Cr) ₹5,250 on 31 Jul 23
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 1.22
Information Ratio 0.61
Alpha Ratio 4.53
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 18₹10,000
30 Sep 19₹10,247
30 Sep 20₹9,139
30 Sep 21₹15,674
30 Sep 22₹15,907
30 Sep 23₹19,453

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 ₹415,684.
Net Profit of ₹115,684
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 22 Aug 23

DurationReturns
1 Month 2.2%
3 Month 11.6%
6 Month 17.3%
1 Year 18.9%
3 Year 25.6%
5 Year 12.1%
10 Year
15 Year
Since launch 20.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.4%
2021 36.7%
2020 9.8%
2019 5.1%
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
2014 56.9%
2013 6.1%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
Anand Radhakrishnan18 Oct 211.87 Yr.
R. Janakiraman2 May 167.34 Yr.

Data below for Franklin India Taxshield as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services28.6%
Industrials13.1%
Consumer Cyclical12%
Technology9.8%
Consumer Defensive9.37%
Basic Materials6.25%
Utility4.48%
Communication Services4.41%
Energy3.79%
Health Care1.09%
Asset Allocation
Asset ClassValue
Cash7.13%
Equity92.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
8%₹441 Cr4,600,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
7%₹393 Cr2,500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
6%₹297 Cr1,100,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹273 Cr1,900,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
5%₹253 Cr2,600,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
4%₹231 Cr2,700,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
3%₹168 Cr3,000,000
United Spirits Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Oct 18 | MCDOWELL-N
3%₹166 Cr1,650,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
3%₹152 Cr1,300,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
3%₹143 Cr800,000

3. 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.

Nippon India Tax Saver Fund (ELSS) is a Equity - ELSS fund was launched on 21 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.1% since its launch.  Ranked 16 in ELSS category.  Return for 2022 was 6.9% , 2021 was 37.6% and 2020 was -0.4% .

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 (22 Aug 23) ₹90.333 ↑ 0.39   (0.43 %)
Net Assets (Cr) ₹12,634 on 31 Jul 23
Category Equity - ELSS
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 0.98
Information Ratio 0.76
Alpha Ratio 1.56
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 18₹10,000
30 Sep 19₹9,383
30 Sep 20₹8,266
30 Sep 21₹14,270
30 Sep 22₹14,378
30 Sep 23₹17,301

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 ₹385,859.
Net Profit of ₹85,859
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 22 Aug 23

DurationReturns
1 Month 1.4%
3 Month 11.5%
6 Month 16%
1 Year 16.1%
3 Year 25.2%
5 Year 9.1%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6.9%
2021 37.6%
2020 -0.4%
2019 1.5%
2018 -20.7%
2017 46%
2016 4.2%
2015 -2.9%
2014 83%
2013 3.5%
Fund Manager information for Nippon India Tax Saver Fund (ELSS)
NameSinceTenure
Rupesh Patel1 Jul 212.17 Yr.
Ashutosh Bhargava1 Jul 203.17 Yr.
Kinjal Desai25 May 185.27 Yr.
Akshay Sharma1 Dec 220.75 Yr.

Data below for Nippon India Tax Saver Fund (ELSS) as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services35.44%
Consumer Cyclical12.4%
Industrials9.84%
Consumer Defensive9.12%
Basic Materials8.92%
Utility5.22%
Technology5.04%
Energy4.38%
Health Care3.94%
Communication Services3.33%
Real Estate1.51%
Asset Allocation
Asset ClassValue
Cash0.39%
Equity99.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK
9%₹1,109 Cr7,056,000
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK
8%₹997 Cr10,400,000
↓ -300,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
5%₹632 Cr4,400,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 532215
4%₹560 Cr5,750,000
↓ -650,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 13 | SBIN
4%₹483 Cr8,600,000
↓ -400,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE
4%₹457 Cr1,900,000
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 28 Feb 19 | 532555
3%₹357 Cr16,200,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
3%₹351 Cr1,300,000
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | MOTHERSON
2%₹304 Cr31,700,000
↓ -1,000,000
Linde India Ltd (Basic Materials)
Equity, Since 31 Oct 13 | 523457
2%₹257 Cr410,000
↓ -71,532

Disclaimer:
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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