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2022 के लिए शीर्ष 3 सर्वश्रेष्ठ टैक्स सेविंग ईएलएसएस म्यूचुअल फंड
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
To deliver the benefit of investment in a portfolio of equity shares, while offering
deduction on such investment made in the scheme under section 80C of the
Income-tax Act, 1961. It also seeks to distribute income periodically depending
on distributable surplus. Investments in this scheme would be subject to a
statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits. SBI Magnum Tax Gain Fund is a Equity - ELSS fund was launched on 7 May 07. It is a fund with Moderately High risk and has given a Below is the key information for SBI Magnum Tax Gain Fund Returns up to 1 year are on The fund plans to provide long term growth of capital. HDFC Tax Saver Fund is a Equity - ELSS fund was launched on 31 Mar 96. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Tax Saver Fund Returns up to 1 year are on (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. Motilal Oswal Long Term Equity Fund is a Equity - ELSS fund was launched on 21 Jan 15. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Long Term Equity Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Motilal Oswal Long Term Equity Fund Growth ₹43.7475
↑ 0.21 ₹3,205 14.5 36.8 60.7 26.6 20.9 37 IDFC Tax Advantage (ELSS) Fund Growth ₹139.526
↑ 0.44 ₹6,253 6.1 19.8 39.1 23 19.9 28.3 Nippon India Tax Saver Fund (ELSS) Growth ₹113.35
↑ 0.58 ₹14,322 8.4 25.1 44.4 22.7 14.9 28.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Apr 24 1. SBI Magnum Tax Gain Fund
CAGR/Annualized return of 13.5% since its launch. Ranked 31 in ELSS category. Return for 2023 was 40% , 2022 was 6.9% and 2021 was 31% . SBI Magnum Tax Gain Fund
Growth Launch Date 7 May 07 NAV (24 Apr 24) ₹384.424 ↑ 2.59 (0.68 %) Net Assets (Cr) ₹21,976 on 31 Mar 24 Category Equity - ELSS AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio 3.51 Information Ratio 1.65 Alpha Ratio 12.92 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹7,242 31 Mar 21 ₹12,557 31 Mar 22 ₹15,074 31 Mar 23 ₹16,109 31 Mar 24 ₹25,638 Returns for SBI Magnum Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Apr 24 Duration Returns 1 Month 4.6% 3 Month 12.1% 6 Month 34.3% 1 Year 60.8% 3 Year 28.9% 5 Year 21.6% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 40% 2022 6.9% 2021 31% 2020 18.9% 2019 4% 2018 -8.3% 2017 33% 2016 2.1% 2015 3.2% 2014 49.1% Fund Manager information for SBI Magnum Tax Gain Fund
Name Since Tenure Dinesh Balachandran 10 Sep 16 7.56 Yr. Data below for SBI Magnum Tax Gain Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 22.17% Industrials 15.58% Consumer Cyclical 10.47% Health Care 8.62% Energy 8.44% Technology 7.4% Basic Materials 6.97% Utility 5.95% Communication Services 2.95% Consumer Defensive 2.88% Real Estate 0.81% Asset Allocation
Asset Class Value Cash 7.78% Equity 92.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity GE T&D India Ltd (Industrials)
Equity, Since 30 Sep 16 | 5222754% ₹906 Cr 9,944,328
↓ -1,250,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK4% ₹780 Cr 7,416,237 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 19 | 5004804% ₹757 Cr 2,763,190 Torrent Power Ltd (Utilities)
Equity, Since 31 Jul 19 | 5327793% ₹674 Cr 6,252,617 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | M&M3% ₹660 Cr 3,415,083 State Bank of India (Financial Services)
Equity, Since 31 May 06 | SBIN3% ₹654 Cr 8,735,639 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 17 | BHARTIARTL3% ₹625 Cr 5,563,576 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK3% ₹595 Cr 4,243,253 GAIL (India) Ltd (Utilities)
Equity, Since 30 Nov 21 | 5321553% ₹587 Cr 32,193,555 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE3% ₹566 Cr 1,937,574 2. HDFC Tax Saver Fund
CAGR/Annualized return of since its launch. Ranked 27 in ELSS category. Return for 2023 was 33.2% , 2022 was 10.5% and 2021 was 35.3% . HDFC Tax Saver Fund
Growth Launch Date 31 Mar 96 NAV (24 Apr 24) ₹1,187.1 ↑ 7.83 (0.66 %) Net Assets (Cr) ₹13,990 on 31 Mar 24 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 3.19 Information Ratio 1.9 Alpha Ratio 6.15 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹6,728 31 Mar 21 ₹11,050 31 Mar 22 ₹13,928 31 Mar 23 ₹15,083 31 Mar 24 ₹21,965 Returns for HDFC Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Apr 24 Duration Returns 1 Month 3% 3 Month 7.5% 6 Month 26% 1 Year 46.4% 3 Year 27.6% 5 Year 17.7% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2023 33.2% 2022 10.5% 2021 35.3% 2020 5.8% 2019 3.7% 2018 -10.9% 2017 38.7% 2016 7.6% 2015 -6.2% 2014 56.4% Fund Manager information for HDFC Tax Saver Fund
Name Since Tenure Roshi Jain 13 Jan 22 2.22 Yr. Dhruv Muchhal 22 Jun 23 0.78 Yr. Data below for HDFC Tax Saver Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 39.6% Health Care 12.5% Technology 10.05% Industrials 9.34% Consumer Cyclical 7.54% Communication Services 4.98% Utility 4.64% Real Estate 2.28% Energy 1.55% Basic Materials 0.71% Asset Allocation
Asset Class Value Cash 6.81% Equity 93.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK10% ₹1,315 Cr 12,500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | HDFCBANK9% ₹1,284 Cr 9,150,000
↑ 600,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322156% ₹839 Cr 7,800,000
↑ 2,100,000 Cipla Ltd (Healthcare)
Equity, Since 31 Oct 09 | 5000876% ₹770 Cr 5,200,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH6% ₹765 Cr 4,600,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 06 | SBIN5% ₹748 Cr 10,000,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jan 22 | HAL5% ₹740 Cr 2,400,000 SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE5% ₹668 Cr 4,300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL4% ₹595 Cr 5,300,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 22 | APOLLOHOSP4% ₹488 Cr 800,000
↑ 50,000 3. Motilal Oswal Long Term Equity Fund
CAGR/Annualized return of 17.3% since its launch. Return for 2023 was 37% , 2022 was 1.8% and 2021 was 32.1% . Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (24 Apr 24) ₹43.7475 ↑ 0.21 (0.48 %) Net Assets (Cr) ₹3,205 on 31 Mar 24 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 3.51 Information Ratio 0.61 Alpha Ratio 13.5 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹7,890 31 Mar 21 ₹12,936 31 Mar 22 ₹14,746 31 Mar 23 ₹15,621 31 Mar 24 ₹24,072 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Apr 24 Duration Returns 1 Month 10% 3 Month 14.5% 6 Month 36.8% 1 Year 60.7% 3 Year 26.6% 5 Year 20.9% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 37% 2022 1.8% 2021 32.1% 2020 8.8% 2019 13.2% 2018 -8.7% 2017 44% 2016 12.5% 2015 2014 Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Ajay Khandelwal 11 Dec 23 0.31 Yr. Niket Shah 17 Oct 23 0.46 Yr. Rakesh Shetty 22 Nov 22 1.36 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 25.57% Industrials 25.48% Consumer Cyclical 17% Health Care 12.1% Real Estate 7.01% Basic Materials 4.97% Technology 3.76% Utility 2.69% Asset Allocation
Asset Class Value Cash 1.43% Equity 98.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433207% ₹215 Cr 13,000,000 Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 23 | 5439407% ₹211 Cr 6,800,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002516% ₹184 Cr 474,799 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 22 | MEDANTA5% ₹168 Cr 1,235,145
↓ -285,352 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Mar 23 | INDUSINDBK5% ₹147 Cr 1,000,000 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE4% ₹134 Cr 1,150,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | KALYANKJIL4% ₹131 Cr 3,296,932
↑ 1,113,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jul 23 | INDIGO4% ₹128 Cr 406,055
↓ -50,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK4% ₹123 Cr 1,170,000 Infosys Ltd (Technology)
Equity, Since 31 Aug 20 | INFY4% ₹117 Cr 700,000
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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