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2022 में निवेश करने के लिए 6 सर्वश्रेष्ठ टैक्स सेविंग एसआईपी एमएफ योजनाएं | Fincash.com

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2022 में निवेश करने के लिए 6 सर्वश्रेष्ठ टैक्स सेविंग एसआईपी योजनाएं

Updated on May 31, 2023 , 34666 views

इक्विटी लिंक्ड सेविंग स्कीम याईएलएसएस भारतीय निवेशकों के बीच सबसे अच्छा कर बचत विकल्प के रूप में एक बड़ी लोकप्रियता प्राप्त कर रहा है। इसमें अच्छा रिटर्न देने की क्षमता है, और इसमें सबसे कम लॉक-इन अवधि भी है। ईएलएसएस एक इक्विटी डायवर्सिफाइड फंड है, जिसमें अधिकांश फंड कॉर्पस को या तो निवेश किया जाता हैइक्विटी फंड या इक्विटी से संबंधित उत्पाद। निवेशक INR 1,50 तक कर कटौती प्राप्त कर सकते हैं,000 अंतर्गतधारा 80सी काआयकर उनके कर योग्य से अधिनियमआय. चूंकि ये फंड दोहरे लाभ प्रदान करते हैं- टैक्स सेविंग और वेल्थ क्रिएशन, निवेशक ईएलएसएस में निवेश कर सकते हैं और अपने निवेश का अधिकतम लाभ उठा सकते हैं। तो, की प्रक्रिया बनाने के लिएनिवेश आसान, हमने सर्वोत्तम टैक्स सेविंग को शॉर्टलिस्ट किया हैसिप ऐसी योजनाएँ जो निवेशकों को सर्वोत्तम रिटर्न प्रदान करती हैं।

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इक्विटी लिंक्ड सेविंग स्कीम (ईएलएसएस) में निवेश करने के लिए सर्वश्रेष्ठ प्रदर्शन करने वाला एसआईपी फंड वित्त वर्ष 22 - 23

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
IDFC Tax Advantage (ELSS) Fund Growth ₹107.837
↑ 0.52
₹4,333 500 9.93.415.934.813.44.2
HDFC Tax Saver Fund Growth ₹851.95
↑ 4.04
₹10,179 500 7.20.717.127.91110.5
BOI AXA Tax Advantage Fund Growth ₹105.01
↑ 0.70
₹739 500 80.716.127.713.4-1.3
SBI Magnum Tax Gain Fund Growth ₹254.213
↑ 0.75
₹12,998 500 9.23.419.827.612.96.9
Franklin India Taxshield Growth ₹934.211
↑ 1.82
₹4,740 500 7.4-1.114.127.610.85.4
Nippon India Tax Saver Fund (ELSS) Growth ₹82.5586
↑ 0.32
₹11,451 500 6.4-1.312.527.67.86.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jun 23
*ऊपर सर्वश्रेष्ठ की सूची हैईएलएसएस एसआईपी ऊपर एयूएम/शुद्ध संपत्ति वाले फंड500 करोड़. पर छाँटा गयापिछले 3 साल का रिटर्न.

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 17.9% 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 (02 Jun 23) ₹107.837 ↑ 0.52   (0.48 %)
Net Assets (Cr) ₹4,333 on 30 Apr 23
Category Equity - ELSS
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio -0.07
Information Ratio 1.16
Alpha Ratio -0.58
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,909
31 May 20₹7,293
31 May 21₹14,346
31 May 22₹15,924
31 May 23₹18,396

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 ₹426,080.
Net Profit of ₹126,080
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 2 Jun 23

DurationReturns
1 Month 5.2%
3 Month 9.9%
6 Month 3.4%
1 Year 15.9%
3 Year 34.8%
5 Year 13.4%
10 Year
15 Year
Since launch 17.9%
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 166.53 Yr.

Data below for IDFC Tax Advantage (ELSS) Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services27.23%
Industrials13.77%
Consumer Cyclical13.37%
Basic Materials10.49%
Technology8.41%
Health Care6.4%
Consumer Defensive6.35%
Energy3.91%
Communication Services2.44%
Utility1.47%
Asset Allocation
Asset ClassValue
Cash6.16%
Equity93.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK
8%₹349 Cr3,800,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
4%₹177 Cr1,050,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
4%₹169 Cr700,000
↑ 25,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY
4%₹169 Cr1,350,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | AXISBANK
4%₹168 Cr1,950,000
↑ 100,000
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
3%₹145 Cr2,500,000
↓ -500,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 20 | TATAMOTORS
3%₹126 Cr2,600,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFC
3%₹118 Cr425,000
↑ 75,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
2%₹106 Cr1,325,000
NCC Ltd (Industrials)
Equity, Since 28 Feb 19 | NCC
2%₹104 Cr8,700,000
↓ -300,000

2. HDFC Tax Saver Fund

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 CAGR/Annualized return of since its launch.  Ranked 27 in ELSS category.  Return for 2022 was 10.5% , 2021 was 35.3% and 2020 was 5.8% .

Below is the key information for HDFC Tax Saver Fund

HDFC Tax Saver Fund
Growth
Launch Date 31 Mar 96
NAV (02 Jun 23) ₹851.95 ↑ 4.04   (0.48 %)
Net Assets (Cr) ₹10,179 on 30 Apr 23
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.49
Information Ratio 0.32
Alpha Ratio 6.94
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹10,524
31 May 20₹7,811
31 May 21₹12,280
31 May 22₹14,277
31 May 23₹16,694

HDFC Tax Saver 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 HDFC Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23

DurationReturns
1 Month 2.8%
3 Month 7.2%
6 Month 0.7%
1 Year 17.1%
3 Year 27.9%
5 Year 11%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 5.1%
Fund Manager information for HDFC Tax Saver Fund
NameSinceTenure
Roshi Jain13 Jan 221.29 Yr.
Priya Ranjan1 May 221 Yr.

Data below for HDFC Tax Saver Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services36.5%
Technology10.76%
Health Care10.46%
Industrials10.45%
Consumer Cyclical7.76%
Utility6.44%
Communication Services6.05%
Energy5.23%
Real Estate1.75%
Asset Allocation
Asset ClassValue
Cash4.6%
Equity95.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
10%₹982 Cr10,700,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | HDFCBANK
9%₹928 Cr5,500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
6%₹599 Cr7,500,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 06 | SBIN
6%₹578 Cr10,000,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jan 22 | HAL
5%₹489 Cr1,675,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
5%₹468 Cr4,400,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 08 | INFY
5%₹464 Cr3,700,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | M&M
4%₹454 Cr3,700,000
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 30 Nov 16 | NTPC
4%₹430 Cr25,000,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 22 | DRREDDY
4%₹394 Cr799,125
↓ -25,875

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 17.9% 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 (02 Jun 23) ₹105.01 ↑ 0.70   (0.67 %)
Net Assets (Cr) ₹739 on 30 Apr 23
Category Equity - ELSS
AMC BOI AXA Investment Mngrs Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio 0.12
Information Ratio 0.12
Alpha Ratio 2.28
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,208
31 May 20₹8,648
31 May 21₹15,134
31 May 22₹15,930
31 May 23₹18,489

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 ₹426,080.
Net Profit of ₹126,080
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 2 Jun 23

DurationReturns
1 Month 2.3%
3 Month 8%
6 Month 0.7%
1 Year 16.1%
3 Year 27.7%
5 Year 13.4%
10 Year
15 Year
Since launch 17.9%
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 221.01 Yr.

Data below for BOI AXA Tax Advantage Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services36.97%
Industrials10.94%
Consumer Defensive9.81%
Basic Materials9.14%
Health Care6.44%
Utility5.55%
Energy5.02%
Consumer Cyclical3.56%
Technology2.9%
Real Estate1.98%
Communication Services0.69%
Asset Allocation
Asset ClassValue
Cash6.92%
Equity93.01%
Debt0.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
7%₹49 Cr529,340
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
6%₹45 Cr265,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN
6%₹45 Cr770,000
Canara Bank (Financial Services)
Equity, Since 31 Aug 22 | CANBK
4%₹28 Cr895,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
3%₹22 Cr91,009
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 30 Apr 22 | NTPC
3%₹22 Cr1,260,000
ITC Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 May 22 | ITC
3%₹20 Cr473,223
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 22 | LT
2%₹18 Cr76,000
↑ 5,000
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 30 Apr 22 | BALRAMCHIN
2%₹18 Cr432,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | AXISBANK
2%₹18 Cr204,000

4. SBI Magnum Tax Gain Fund

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 CAGR/Annualized return of 11.4% since its launch.  Ranked 31 in ELSS category.  Return for 2022 was 6.9% , 2021 was 31% and 2020 was 18.9% .

Below is the key information for SBI Magnum Tax Gain Fund

SBI Magnum Tax Gain Fund
Growth
Launch Date 7 May 07
NAV (02 Jun 23) ₹254.213 ↑ 0.75   (0.30 %)
Net Assets (Cr) ₹12,998 on 30 Apr 23
Category Equity - ELSS
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.85
Sharpe Ratio 0.42
Information Ratio 0.24
Alpha Ratio 6.5
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹10,463
31 May 20₹8,460
31 May 21₹14,014
31 May 22₹15,124
31 May 23₹18,107

SBI Magnum Tax Gain Fund 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 SBI Magnum Tax Gain Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23

DurationReturns
1 Month 4.1%
3 Month 9.2%
6 Month 3.4%
1 Year 19.8%
3 Year 27.6%
5 Year 12.9%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6.9%
2021 31%
2020 18.9%
2019 4%
2018 -8.3%
2017 33%
2016 2.1%
2015 3.2%
2014 49.1%
2013 7%
Fund Manager information for SBI Magnum Tax Gain Fund
NameSinceTenure
Dinesh Balachandran10 Sep 166.64 Yr.

Data below for SBI Magnum Tax Gain Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services26.38%
Industrials14.85%
Energy8.84%
Consumer Cyclical7.21%
Utility7.03%
Technology6.33%
Basic Materials6.16%
Health Care6.02%
Consumer Defensive3.59%
Communication Services3.42%
Real Estate2.41%
Asset Allocation
Asset ClassValue
Cash7.76%
Equity92.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
5%₹681 Cr7,416,237
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 07 | LT
4%₹584 Cr2,468,968
Cummins India Ltd (Industrials)
Equity, Since 28 Feb 19 | CUMMINSIND
4%₹487 Cr3,088,066
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
4%₹469 Cr1,937,574
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK
3%₹446 Cr2,641,521
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 17 | BHARTIARTL
3%₹445 Cr5,563,576
↑ 355,426
State Bank of India (Financial Services)
Equity, Since 31 May 06 | SBIN
3%₹444 Cr7,685,639
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | M&M
3%₹419 Cr3,415,083
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 11 | AXISBANK
3%₹386 Cr4,492,332
ITC Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
3%₹376 Cr8,836,111

5. 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 20.7% 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 (02 Jun 23) ₹934.211 ↑ 1.82   (0.20 %)
Net Assets (Cr) ₹4,740 on 30 Apr 23
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.14
Information Ratio 0.34
Alpha Ratio 2.76
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹10,246
31 May 20₹7,679
31 May 21₹13,336
31 May 22₹14,452
31 May 23₹16,517

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 ₹395,578.
Net Profit of ₹95,578
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 2 Jun 23

DurationReturns
1 Month 3.3%
3 Month 7.4%
6 Month -1.1%
1 Year 14.1%
3 Year 27.6%
5 Year 10.8%
10 Year
15 Year
Since launch 20.7%
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 211.53 Yr.
R. Janakiraman2 May 167 Yr.

Data below for Franklin India Taxshield as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services32.32%
Industrials12.64%
Consumer Cyclical10.19%
Technology9.8%
Consumer Defensive8.3%
Basic Materials5.8%
Utility5.26%
Communication Services5.23%
Energy4.37%
Health Care1.33%
Asset Allocation
Asset ClassValue
Cash4.75%
Equity95.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
9%₹422 Cr4,600,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
9%₹422 Cr2,500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
6%₹270 Cr1,140,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹251 Cr2,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹248 Cr3,100,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK
5%₹237 Cr2,750,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
4%₹173 Cr3,000,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
3%₹138 Cr1,300,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
3%₹138 Cr800,000
United Spirits Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Oct 18 | 532432
3%₹128 Cr1,650,000

6. 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 12.7% 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 (02 Jun 23) ₹82.5586 ↑ 0.32   (0.39 %)
Net Assets (Cr) ₹11,451 on 30 Apr 23
Category Equity - ELSS
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 0.02
Information Ratio -0.01
Alpha Ratio 0.91
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,957
31 May 20₹6,696
31 May 21₹11,640
31 May 22₹12,774
31 May 23₹14,371

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 ₹367,070.
Net Profit of ₹67,070
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 2 Jun 23

DurationReturns
1 Month 3%
3 Month 6.4%
6 Month -1.3%
1 Year 12.5%
3 Year 27.6%
5 Year 7.8%
10 Year
15 Year
Since launch 12.7%
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 211.83 Yr.
Ashutosh Bhargava1 Jul 202.83 Yr.
Kinjal Desai25 May 184.94 Yr.
Akshay Sharma1 Dec 220.41 Yr.

Data below for Nippon India Tax Saver Fund (ELSS) as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services39.38%
Consumer Cyclical11.76%
Industrials10.64%
Basic Materials9.56%
Technology5.47%
Consumer Defensive5.01%
Health Care4.8%
Utility4.73%
Energy4.02%
Communication Services2.4%
Real Estate1.14%
Asset Allocation
Asset ClassValue
Cash0.78%
Equity98.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK
9%₹991 Cr10,800,000
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK
9%₹975 Cr5,780,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
5%₹626 Cr4,999,296
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | AXISBANK
5%₹550 Cr6,400,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 13 | SBIN
5%₹549 Cr9,500,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 20 | HDFC
4%₹472 Cr1,700,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE
4%₹460 Cr1,900,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
4%₹426 Cr1,800,000
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 28 Feb 19 | NTPC
2%₹279 Cr16,200,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | TATAMOTORS
2%₹267 Cr5,500,000

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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