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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 (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 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 Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Motilal Oswal Long Term Equity Fund Growth ₹53.6344
↓ -1.11 ₹3,984 12.6 31 66.9 26.7 25.5 37 DSP BlackRock Tax Saver Fund Growth ₹141.788
↓ -2.99 ₹17,488 9.2 27.2 49.7 21.2 24.2 30 L&T Tax Advantage Fund Growth ₹136.163
↓ -2.95 ₹4,421 7.1 26.3 51.2 20.9 21.8 28.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Oct 24 1. SBI Magnum Tax Gain Fund
CAGR/Annualized return of 14.2% 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 (03 Oct 24) ₹448.37 ↓ -7.44 (-1.63 %) Net Assets (Cr) ₹28,000 on 31 Aug 24 Category Equity - ELSS AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 3.31 Information Ratio 0 Alpha Ratio 0 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹10,279 30 Sep 21 ₹16,022 30 Sep 22 ₹16,283 30 Sep 23 ₹21,449 30 Sep 24 ₹33,131 Returns for SBI Magnum Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Oct 24 Duration Returns 1 Month 1.7% 3 Month 7.3% 6 Month 21.6% 1 Year 54.6% 3 Year 27.5% 5 Year 27.4% 10 Year 15 Year Since launch 14.2% 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 7.98 Yr. Data below for SBI Magnum Tax Gain Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 22.51% Industrials 12.35% Consumer Cyclical 10.55% Energy 8.73% Health Care 7.9% Technology 7.68% Basic Materials 6.74% Utility 5.31% Consumer Defensive 4.2% Communication Services 3.16% Real Estate 0.88% Asset Allocation
Asset Class Value Cash 9.82% Equity 90.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | 5001804% ₹1,251 Cr 7,643,253 GE T&D India Ltd (Industrials)
Equity, Since 30 Sep 16 | GET&D4% ₹1,036 Cr 6,044,329
↓ -1,959,567 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | 5003253% ₹962 Cr 3,187,574
↑ 750,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | M&M3% ₹958 Cr 3,415,083 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | 5321743% ₹912 Cr 7,416,237 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TATAMOTORS3% ₹888 Cr 7,989,722
↑ 5,319,722 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 17 | 5324543% ₹884 Cr 5,563,576 Torrent Power Ltd (Utilities)
Equity, Since 31 Jul 19 | TORNTPOWER3% ₹856 Cr 4,910,813 State Bank of India (Financial Services)
Equity, Since 31 May 06 | 5001123% ₹761 Cr 9,335,639 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | 5008753% ₹723 Cr 14,414,825 2. Motilal Oswal Long Term Equity Fund
CAGR/Annualized return of 19.2% 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 (03 Oct 24) ₹53.6344 ↓ -1.11 (-2.03 %) Net Assets (Cr) ₹3,984 on 31 Aug 24 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 0.74 Sharpe Ratio 3.66 Information Ratio 0.88 Alpha Ratio 15.26 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹9,154 30 Sep 21 ₹15,242 30 Sep 22 ₹14,688 30 Sep 23 ₹18,482 30 Sep 24 ₹30,785 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Oct 24 Duration Returns 1 Month 5.2% 3 Month 12.6% 6 Month 31% 1 Year 66.9% 3 Year 26.7% 5 Year 25.5% 10 Year 15 Year Since launch 19.2% 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 0.73 Yr. Niket Shah 17 Oct 23 0.88 Yr. Rakesh Shetty 22 Nov 22 1.78 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Industrials 34.17% Consumer Cyclical 26.15% Financial Services 16.54% Real Estate 8.24% Health Care 5.63% Technology 2.68% Basic Materials 2.46% Asset Allocation
Asset Class Value Cash 4.13% Equity 95.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT8% ₹315 Cr 439,590 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433208% ₹314 Cr 12,550,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | KALYANKJIL5% ₹203 Cr 3,296,932 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE5% ₹191 Cr 1,055,205 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | 5326675% ₹183 Cr 24,068,813 Inox Wind Ltd (Industrials)
Equity, Since 31 Dec 23 | INOXWIND4% ₹176 Cr 7,946,960 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | 5436644% ₹142 Cr 298,614 Phoenix Mills Ltd (Real Estate)
Equity, Since 29 Feb 24 | PHOENIXLTD3% ₹137 Cr 363,473 Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS3% ₹136 Cr 148,305 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Nov 23 | 5000933% ₹131 Cr 1,875,000 3. 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 (03 Oct 24) ₹1,385.92 ↓ -27.76 (-1.96 %) Net Assets (Cr) ₹16,422 on 31 Aug 24 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 3.35 Information Ratio 1.86 Alpha Ratio 8.04 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹9,087 30 Sep 21 ₹14,566 30 Sep 22 ₹15,593 30 Sep 23 ₹19,154 30 Sep 24 ₹28,329 Returns for HDFC Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Oct 24 Duration Returns 1 Month 2.5% 3 Month 7.4% 6 Month 20.6% 1 Year 48.2% 3 Year 25% 5 Year 23.5% 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 2.64 Yr. Dhruv Muchhal 22 Jun 23 1.2 Yr. Data below for HDFC Tax Saver Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 40.49% Health Care 12.92% Consumer Cyclical 11.15% Technology 10.54% Communication Services 5.75% Industrials 5.32% Real Estate 1.88% Utility 1.34% Consumer Defensive 0.99% Basic Materials 0.81% Energy 0.69% Asset Allocation
Asset Class Value Cash 7.84% Equity 91.86% Debt 0.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 53217410% ₹1,586 Cr 12,900,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 5001809% ₹1,522 Cr 9,300,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322158% ₹1,293 Cr 11,000,000
↑ 1,000,000 Cipla Ltd (Healthcare)
Equity, Since 31 Oct 09 | 5000875% ₹894 Cr 5,400,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH5% ₹877 Cr 5,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | 5324545% ₹842 Cr 5,300,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | 5407195% ₹796 Cr 4,300,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5002474% ₹623 Cr 3,500,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 08 | 5002093% ₹544 Cr 2,800,000
↓ -900,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | 5325003% ₹496 Cr 400,000
↑ 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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