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फिनकैश »म्यूचुअल फंड्स »शीर्ष 5 ईएलएसएस फंड

वित्त वर्ष 22 - 23 के लिए शीर्ष 5 सर्वश्रेष्ठ टैक्स सेविंग ईएलएसएस म्यूचुअल फंड

Updated on March 17, 2023 , 7153 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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वित्त वर्ष 22 - 23 में निवेश करने के लिए शीर्ष 5 ईएलएसएस फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28
₹1,3181.215.435.520.617.4
PGIM India Tax Savings Fund Growth ₹23.63
↓ -0.16
₹451-6.2-2.7029.911.94.7
BOI AXA Tax Advantage Fund Growth ₹95.07
↓ -0.94
₹677-8.2-6.8-1.327.211.9-1.3
Mahindra Mutual Fund Kar Bachat Yojana Growth ₹18.2884
↓ -0.16
₹525-6.3-4.7-0.826.89.92
Invesco India Tax Plan Growth ₹73.32
↓ -0.48
₹1,833-7.6-7.7-7.820.69.3-7.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 22
*ईएलएसएस टैक्स सेविंग म्यूचुअल फंडों की सूची जिनकी शुद्ध संपत्ति> 250 करोड़ और सर्वश्रेष्ठ हैसीएजीआर पिछले 5 साल में रिटर्न

1. HDFC Long Term Advantage Fund

To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments

HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.4% since its launch.  Ranked 23 in ELSS category. .

Below is the key information for HDFC Long Term Advantage Fund

HDFC Long Term Advantage Fund
Growth
Launch Date 2 Jan 01
NAV (14 Jan 22) ₹595.168 ↑ 0.28   (0.05 %)
Net Assets (Cr) ₹1,318 on 30 Nov 21
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 2.27
Information Ratio -0.15
Alpha Ratio 1.75
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

HDFC Long Term Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Purchase not allowed

Returns for HDFC Long Term Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month 4.4%
3 Month 1.2%
6 Month 15.4%
1 Year 35.5%
3 Year 20.6%
5 Year 17.4%
10 Year
15 Year
Since launch 21.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for HDFC Long Term Advantage Fund
NameSinceTenure

Data below for HDFC Long Term Advantage Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. PGIM India Tax Savings Fund

"The primary objective of the Scheme is to generate long-term capital appreciation by predominantly investing in equity & equity related instruments and to enable eligible investors to avail deduction from total income, as permitted under the Income Tax Act, 1961 as amended from time to time. However, there is no assurance that the investment objective shall be realize"

PGIM India Tax Savings Fund is a Equity - ELSS fund was launched on 11 Dec 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.6% since its launch.  Return for 2022 was 4.7% , 2021 was 37.5% and 2020 was 17.9% .

Below is the key information for PGIM India Tax Savings Fund

PGIM India Tax Savings Fund
Growth
Launch Date 11 Dec 15
NAV (20 Mar 23) ₹23.63 ↓ -0.16   (-0.67 %)
Net Assets (Cr) ₹451 on 28 Feb 23
Category Equity - ELSS
AMC Pramerica Asset Managers Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 0.03
Information Ratio 0.68
Alpha Ratio 1.76
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

PGIM India Tax Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for PGIM India Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month -3.2%
3 Month -6.2%
6 Month -2.7%
1 Year 0%
3 Year 29.9%
5 Year 11.9%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.7%
2021 37.5%
2020 17.9%
2019 8.2%
2018 -6.4%
2017 39.3%
2016 1.7%
2015
2014
2013
Fund Manager information for PGIM India Tax Savings Fund
NameSinceTenure
Srinivas Ravuri14 Sep 193.39 Yr.
Puneet Pal1 Dec 211.17 Yr.
Utkarsh Katkoria1 Jun 211.67 Yr.

Data below for PGIM India Tax Savings Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services34.48%
Technology9.77%
Health Care8.56%
Industrials8.13%
Consumer Cyclical6.78%
Basic Materials6.09%
Energy5.69%
Utility5.01%
Consumer Defensive4.81%
Communication Services4.14%
Asset Allocation
Asset ClassValue
Cash6.54%
Equity93.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | HDFCBANK
8%₹36 Cr222,200
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | ICICIBANK
6%₹25 Cr298,500
Infosys Ltd (Technology)
Equity, Since 31 Dec 15 | INFY
6%₹25 Cr161,129
HDFC Life Insurance Company Limited (Financial Services)
Equity, Since 31 Mar 22 | HDFCLIFE
5%₹22 Cr377,700
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 17 | RELIANCE
5%₹21 Cr89,750
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 17 | LT
5%₹20 Cr95,664
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | 532215
4%₹19 Cr218,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 19 | BHARTIARTL
4%₹19 Cr240,805
State Bank of India (Financial Services)
Equity, Since 31 Oct 18 | SBIN
4%₹16 Cr294,174
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 22 | 532155
3%₹15 Cr1,546,558

3. BOI AXA Tax Advantage Fund

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 CAGR/Annualized return of 17.4% since its launch.  Ranked 13 in ELSS category.  Return for 2022 was -1.3% , 2021 was 41.5% and 2020 was 31.2% .

Below is the key information for BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund
Growth
Launch Date 25 Feb 09
NAV (20 Mar 23) ₹95.07 ↓ -0.94   (-0.98 %)
Net Assets (Cr) ₹677 on 28 Feb 23
Category Equity - ELSS
AMC BOI AXA Investment Mngrs Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio -0.09
Information Ratio 0.19
Alpha Ratio -0.26
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

BOI AXA Tax Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for BOI AXA Tax Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month -3.8%
3 Month -8.2%
6 Month -6.8%
1 Year -1.3%
3 Year 27.2%
5 Year 11.9%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Alok Singh27 Apr 220.77 Yr.

Data below for BOI AXA Tax Advantage Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services36.86%
Industrials13.11%
Consumer Cyclical10.18%
Basic Materials9.53%
Consumer Defensive9.3%
Health Care6.25%
Energy4.05%
Technology3.52%
Utility3.17%
Real Estate2.1%
Communication Services0.73%
Asset Allocation
Asset ClassValue
Cash1.2%
Equity98.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹44 Cr529,340
State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN
6%₹43 Cr770,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
6%₹42 Cr265,000
Canara Bank (Financial Services)
Equity, Since 31 Aug 22 | 532483
4%₹27 Cr895,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
3%₹22 Cr1,260,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
3%₹21 Cr91,009
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | 532215
3%₹18 Cr204,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 22 | ITC
2%₹17 Cr473,223
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 22 | ULTRACEMCO
2%₹16 Cr23,000
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 20 | JBCHEPHARM
2%₹15 Cr74,000

4. Mahindra Mutual Fund Kar Bachat Yojana

The investment objective of the Scheme is to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities. The Scheme does not guarantee or assure any returns.

Mahindra Mutual Fund Kar Bachat Yojana is a Equity - ELSS fund was launched on 18 Oct 16. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.8% since its launch.  Return for 2022 was 2% , 2021 was 39.4% and 2020 was 14.1% .

Below is the key information for Mahindra Mutual Fund Kar Bachat Yojana

Mahindra Mutual Fund Kar Bachat Yojana
Growth
Launch Date 18 Oct 16
NAV (20 Mar 23) ₹18.2884 ↓ -0.16   (-0.89 %)
Net Assets (Cr) ₹525 on 28 Feb 23
Category Equity - ELSS
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.38
Sharpe Ratio -0.01
Information Ratio 0.22
Alpha Ratio 1.3
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

Mahindra Mutual Fund Kar Bachat Yojana 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 Mahindra Mutual Fund Kar Bachat Yojana

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month -4.6%
3 Month -6.3%
6 Month -4.7%
1 Year -0.8%
3 Year 26.8%
5 Year 9.9%
10 Year
15 Year
Since launch 9.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 2%
2021 39.4%
2020 14.1%
2019 4.5%
2018 -9.8%
2017 24.8%
2016
2015
2014
2013
Fund Manager information for Mahindra Mutual Fund Kar Bachat Yojana
NameSinceTenure
Manish Lodha21 Dec 202.11 Yr.
Fatema Pacha16 Oct 202.3 Yr.

Data below for Mahindra Mutual Fund Kar Bachat Yojana as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services31.09%
Technology14.12%
Consumer Cyclical12.47%
Industrials11.61%
Basic Materials8.48%
Health Care5.05%
Energy5.02%
Consumer Defensive4.86%
Real Estate2.73%
Utility1.3%
Asset Allocation
Asset ClassValue
Cash3.28%
Equity96.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFCBANK
9%₹49 Cr307,676
↓ -6,200
Infosys Ltd (Technology)
Equity, Since 29 Feb 20 | INFY
8%₹44 Cr286,807
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 19 | ICICIBANK
8%₹42 Cr502,120
↑ 30,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE
5%₹26 Cr111,154
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | 532215
4%₹22 Cr249,631
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 21 | 500034
3%₹18 Cr31,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 18 | LT
3%₹18 Cr83,542
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | HINDUNILVR
3%₹18 Cr68,112
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS
3%₹17 Cr49,286
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | MARUTI
3%₹15 Cr17,376
↑ 3,100

5. Invesco India Tax Plan

The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

Invesco India Tax Plan is a Equity - ELSS fund was launched on 29 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.1% since its launch.  Ranked 17 in ELSS category.  Return for 2022 was -7.7% , 2021 was 32.6% and 2020 was 19.2% .

Below is the key information for Invesco India Tax Plan

Invesco India Tax Plan
Growth
Launch Date 29 Dec 06
NAV (20 Mar 23) ₹73.32 ↓ -0.48   (-0.65 %)
Net Assets (Cr) ₹1,833 on 28 Feb 23
Category Equity - ELSS
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.5
Information Ratio -1.4
Alpha Ratio -6.73
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

Invesco India Tax Plan 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 Invesco India Tax Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month -4.4%
3 Month -7.6%
6 Month -7.7%
1 Year -7.8%
3 Year 20.6%
5 Year 9.3%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -7.7%
2021 32.6%
2020 19.2%
2019 9.4%
2018 -1.3%
2017 35.7%
2016 3.4%
2015 5.8%
2014 54.3%
2013 10.1%
Fund Manager information for Invesco India Tax Plan
NameSinceTenure
Amit Nigam3 Sep 202.41 Yr.
Dhimant Kothari29 Mar 184.85 Yr.

Data below for Invesco India Tax Plan as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services32.66%
Technology13.11%
Industrials11.59%
Consumer Cyclical8.77%
Basic Materials7.46%
Consumer Defensive7.01%
Energy5.97%
Utility5.16%
Health Care4.7%
Communication Services2.05%
Asset Allocation
Asset ClassValue
Cash1.52%
Equity98.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFC
10%₹189 Cr720,597
Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY
8%₹145 Cr946,733
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
6%₹109 Cr464,434
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
6%₹109 Cr1,310,060
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
3%₹59 Cr672,570
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 21 | ULTRACEMCO
3%₹58 Cr81,940
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK
3%₹56 Cr350,466
↑ 245,073
LTIMindtree Ltd (Technology)
Equity, Since 30 Apr 22 | LTIM
3%₹54 Cr123,552
KEI Industries Ltd (Industrials)
Equity, Since 30 Apr 21 | KEI
2%₹43 Cr267,380
↓ -70,455
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | MOTHERSON
2%₹42 Cr5,528,402

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