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वित्त वर्ष 22 - 23 के लिए शीर्ष 5 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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वित्त वर्ष 22 - 23 में निवेश करने के लिए शीर्ष 5 ईएलएसएस फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 PGIM India Tax Savings Fund Growth ₹23.63
↓ -0.16 ₹451 -6.2 -2.7 0 29.9 11.9 4.7 BOI AXA Tax Advantage Fund Growth ₹95.07
↓ -0.94 ₹677 -8.2 -6.8 -1.3 27.2 11.9 -1.3 Mahindra Mutual Fund Kar Bachat Yojana Growth ₹18.2884
↓ -0.16 ₹525 -6.3 -4.7 -0.8 26.8 9.9 2 Invesco India Tax Plan Growth ₹73.32
↓ -0.48 ₹1,833 -7.6 -7.7 -7.8 20.6 9.3 -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
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 Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on "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 Below is the key information for PGIM India Tax Savings Fund 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 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 Below is the key information for Mahindra Mutual Fund Kar Bachat Yojana Returns up to 1 year are on 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 Below is the key information for Invesco India Tax Plan Returns up to 1 year are on 1. HDFC Long Term Advantage Fund
CAGR/Annualized return of 21.4% since its launch. Ranked 23 in ELSS category. . 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.
Date Value
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 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
Year Returns 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Data below for HDFC Long Term Advantage Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. PGIM India Tax Savings Fund
CAGR/Annualized return of 12.6% since its launch. Return for 2022 was 4.7% , 2021 was 37.5% and 2020 was 17.9% . 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 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.
Date Value Returns for PGIM India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 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
Year Returns 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
Name Since Tenure Srinivas Ravuri 14 Sep 19 3.39 Yr. Puneet Pal 1 Dec 21 1.17 Yr. Utkarsh Katkoria 1 Jun 21 1.67 Yr. Data below for PGIM India Tax Savings Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 34.48% Technology 9.77% Health Care 8.56% Industrials 8.13% Consumer Cyclical 6.78% Basic Materials 6.09% Energy 5.69% Utility 5.01% Consumer Defensive 4.81% Communication Services 4.14% Asset Allocation
Asset Class Value Cash 6.54% Equity 93.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | HDFCBANK8% ₹36 Cr 222,200 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | ICICIBANK6% ₹25 Cr 298,500 Infosys Ltd (Technology)
Equity, Since 31 Dec 15 | INFY6% ₹25 Cr 161,129 HDFC Life Insurance Company Limited (Financial Services)
Equity, Since 31 Mar 22 | HDFCLIFE5% ₹22 Cr 377,700 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 17 | RELIANCE5% ₹21 Cr 89,750 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 17 | LT5% ₹20 Cr 95,664 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5322154% ₹19 Cr 218,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 19 | BHARTIARTL4% ₹19 Cr 240,805 State Bank of India (Financial Services)
Equity, Since 31 Oct 18 | SBIN4% ₹16 Cr 294,174 GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 22 | 5321553% ₹15 Cr 1,546,558 3. BOI AXA Tax Advantage Fund
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% . 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.
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 14 Jan 22 Duration Returns 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
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 28 Feb 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. Mahindra Mutual Fund Kar Bachat Yojana
CAGR/Annualized return of 9.8% since its launch. Return for 2022 was 2% , 2021 was 39.4% and 2020 was 14.1% . 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 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.
Date Value Returns for Mahindra Mutual Fund Kar Bachat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 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
Year Returns 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
Name Since Tenure Manish Lodha 21 Dec 20 2.11 Yr. Fatema Pacha 16 Oct 20 2.3 Yr. Data below for Mahindra Mutual Fund Kar Bachat Yojana as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 31.09% Technology 14.12% Consumer Cyclical 12.47% Industrials 11.61% Basic Materials 8.48% Health Care 5.05% Energy 5.02% Consumer Defensive 4.86% Real Estate 2.73% Utility 1.3% Asset Allocation
Asset Class Value Cash 3.28% Equity 96.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFCBANK9% ₹49 Cr 307,676
↓ -6,200 Infosys Ltd (Technology)
Equity, Since 29 Feb 20 | INFY8% ₹44 Cr 286,807 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 19 | ICICIBANK8% ₹42 Cr 502,120
↑ 30,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE5% ₹26 Cr 111,154 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | 5322154% ₹22 Cr 249,631 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5000343% ₹18 Cr 31,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 18 | LT3% ₹18 Cr 83,542 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | HINDUNILVR3% ₹18 Cr 68,112 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS3% ₹17 Cr 49,286 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | MARUTI3% ₹15 Cr 17,376
↑ 3,100 5. Invesco India Tax Plan
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% . 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.
Date Value Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 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
Year Returns 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
Name Since Tenure Amit Nigam 3 Sep 20 2.41 Yr. Dhimant Kothari 29 Mar 18 4.85 Yr. Data below for Invesco India Tax Plan as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 32.66% Technology 13.11% Industrials 11.59% Consumer Cyclical 8.77% Basic Materials 7.46% Consumer Defensive 7.01% Energy 5.97% Utility 5.16% Health Care 4.7% Communication Services 2.05% Asset Allocation
Asset Class Value Cash 1.52% Equity 98.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFC10% ₹189 Cr 720,597 Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY8% ₹145 Cr 946,733 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE6% ₹109 Cr 464,434 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK6% ₹109 Cr 1,310,060 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322153% ₹59 Cr 672,570 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 21 | ULTRACEMCO3% ₹58 Cr 81,940 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK3% ₹56 Cr 350,466
↑ 245,073 LTIMindtree Ltd (Technology)
Equity, Since 30 Apr 22 | LTIM3% ₹54 Cr 123,552 KEI Industries Ltd (Industrials)
Equity, Since 30 Apr 21 | KEI2% ₹43 Cr 267,380
↓ -70,455 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | MOTHERSON2% ₹42 Cr 5,528,402
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