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2022 के लिए भारत में 5 सर्वश्रेष्ठ ईएलएसएस म्यूचुअल फंड निवेश
बेस्ट एल्स फंड्स या इक्विटी लिंक्ड सेविंग्स स्कीम 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 अधिनियम और निवेश पर 3 साल का लॉक-इन है।
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शीर्ष 5 सर्वश्रेष्ठ प्रदर्शन करने वाले ईएलएसएस म्यूचुअल फंड 2022 - 2023
(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 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 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 Below is the key information for Franklin India Taxshield Returns up to 1 year are on To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. L&T Tax Advantage Fund is a Equity - ELSS fund was launched on 27 Feb 06. It is a fund with Moderately High risk and has given a Below is the key information for L&T Tax Advantage Fund Returns up to 1 year are on संपत्ति>= 100 करोड़ पर छाँटा गया3 सालसीएजीआर वापसी.1. Motilal Oswal Long Term Equity Fund
CAGR/Annualized return of 17% since its launch. Return for 2024 was 47.7% , 2023 was 37% and 2022 was 1.8% . Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (16 May 25) ₹50.6566 ↑ 0.91 (1.83 %) Net Assets (Cr) ₹3,817 on 31 Mar 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 0.74 Sharpe Ratio 0.26 Information Ratio 0.83 Alpha Ratio 5.9 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹14,799 30 Apr 22 ₹16,837 30 Apr 23 ₹18,446 30 Apr 24 ₹29,496 30 Apr 25 ₹31,121 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 11.2% 3 Month 15.9% 6 Month 0.5% 1 Year 14.9% 3 Year 29.9% 5 Year 29.2% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2024 47.7% 2023 37% 2022 1.8% 2021 32.1% 2020 8.8% 2019 13.2% 2018 -8.7% 2017 44% 2016 12.5% 2015 Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Ajay Khandelwal 11 Dec 23 1.39 Yr. Rakesh Shetty 22 Nov 22 2.44 Yr. Atul Mehra 1 Oct 24 0.58 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Industrials 34.02% Consumer Cyclical 21.13% Financial Services 17.41% Technology 9.22% Real Estate 7.02% Basic Materials 6.25% Health Care 2.8% Asset Allocation
Asset Class Value Cash 2.14% Equity 97.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433206% ₹231 Cr 9,923,692 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002516% ₹220 Cr 425,260 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES4% ₹171 Cr 297,751 Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM4% ₹163 Cr 417,990
↑ 9,104 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 23 | BDL4% ₹162 Cr 1,056,315
↑ 63,547 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹148 Cr 240,350
↑ 5,306 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE4% ₹145 Cr 1,055,205 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX4% ₹144 Cr 235,083 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | KALYANKJIL4% ₹139 Cr 2,700,149 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON4% ₹139 Cr 24,702,337
↑ 633,524 2. SBI Magnum Tax Gain Fund
CAGR/Annualized return of 12.4% since its launch. Ranked 31 in ELSS category. Return for 2024 was 27.7% , 2023 was 40% and 2022 was 6.9% . SBI Magnum Tax Gain Fund
Growth Launch Date 7 May 07 NAV (16 May 25) ₹431.507 ↑ 1.18 (0.27 %) Net Assets (Cr) ₹27,730 on 31 Mar 25 Category Equity - ELSS AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.27 Information Ratio 2.55 Alpha Ratio 3.8 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹15,230 30 Apr 22 ₹18,142 30 Apr 23 ₹20,235 30 Apr 24 ₹32,498 30 Apr 25 ₹34,817 Returns for SBI Magnum Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 6.4% 3 Month 8.2% 6 Month 3.1% 1 Year 10.6% 3 Year 28.7% 5 Year 30.5% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.7% 2023 40% 2022 6.9% 2021 31% 2020 18.9% 2019 4% 2018 -8.3% 2017 33% 2016 2.1% 2015 3.2% Fund Manager information for SBI Magnum Tax Gain Fund
Name Since Tenure Dinesh Balachandran 10 Sep 16 8.64 Yr. Data below for SBI Magnum Tax Gain Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 28% Energy 9.79% Technology 9.75% Consumer Cyclical 8.1% Basic Materials 7.82% Industrials 7.66% Health Care 7.19% Consumer Defensive 5.01% Utility 4.79% Communication Services 2% Real Estate 0.76% Asset Allocation
Asset Class Value Cash 9.14% Equity 90.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK10% ₹2,751 Cr 14,293,253 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE6% ₹1,584 Cr 11,275,148 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK4% ₹1,058 Cr 7,416,237 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC3% ₹912 Cr 21,414,825
↑ 7,000,000 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Oct 21 | TATASTEEL3% ₹868 Cr 62,000,000
↑ 4,367,450 Torrent Power Ltd (Utilities)
Equity, Since 31 Jul 19 | 5327793% ₹864 Cr 5,610,813 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 11 | 5322153% ₹767 Cr 6,473,332 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | M&M3% ₹737 Cr 2,515,083 State Bank of India (Financial Services)
Equity, Since 31 May 06 | SBIN3% ₹736 Cr 9,335,639 Cipla Ltd (Healthcare)
Equity, Since 31 Jul 18 | 5000873% ₹730 Cr 4,711,312
↑ 325,884 3. HDFC Tax Saver Fund
CAGR/Annualized return of since its launch. Ranked 27 in ELSS category. Return for 2024 was 21.3% , 2023 was 33.2% and 2022 was 10.5% . HDFC Tax Saver Fund
Growth Launch Date 31 Mar 96 NAV (16 May 25) ₹1,394.15 ↓ -0.43 (-0.03 %) Net Assets (Cr) ₹15,556 on 31 Mar 25 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.44 Information Ratio 2.02 Alpha Ratio 5.34 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹14,347 30 Apr 22 ₹18,078 30 Apr 23 ₹20,262 30 Apr 24 ₹29,550 30 Apr 25 ₹33,512 Returns for HDFC Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 5.8% 3 Month 9.7% 6 Month 6.3% 1 Year 14.7% 3 Year 26.3% 5 Year 29.7% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 21.3% 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% Fund Manager information for HDFC Tax Saver Fund
Name Since Tenure Roshi Jain 13 Jan 22 3.3 Yr. Dhruv Muchhal 22 Jun 23 1.86 Yr. Data below for HDFC Tax Saver Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 43.23% Consumer Cyclical 12.83% Health Care 10.05% Technology 5.86% Basic Materials 5.81% Industrials 5.66% Communication Services 4.48% Utility 1.87% Consumer Defensive 0.99% Real Estate 0.99% Energy 0.64% Asset Allocation
Asset Class Value Cash 7.27% Equity 92.4% Debt 0.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK10% ₹1,618 Cr 12,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | HDFCBANK10% ₹1,572 Cr 8,600,000
↓ -200,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322159% ₹1,433 Cr 13,000,000 Cipla Ltd (Healthcare)
Equity, Since 31 Oct 09 | 5000875% ₹779 Cr 5,400,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK5% ₹760 Cr 3,500,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE4% ₹697 Cr 4,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI4% ₹634 Cr 550,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL4% ₹607 Cr 3,500,000
↓ -1,000,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH3% ₹533 Cr 3,350,000 JSW Steel Ltd (Basic Materials)
Equity, Since 30 Nov 24 | JSWSTEEL2% ₹319 Cr 3,000,000 4. Franklin India Taxshield
CAGR/Annualized return of 21.1% since its launch. Ranked 28 in ELSS category. Return for 2024 was 22.4% , 2023 was 31.2% and 2022 was 5.4% . Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (16 May 25) ₹1,474.49 ↑ 2.27 (0.15 %) Net Assets (Cr) ₹6,359 on 31 Mar 25 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.19 Information Ratio 1.32 Alpha Ratio 2.32 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹15,866 30 Apr 22 ₹19,066 30 Apr 23 ₹20,432 30 Apr 24 ₹29,730 30 Apr 25 ₹32,440 Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 6.6% 3 Month 9.9% 6 Month 3.7% 1 Year 12.7% 3 Year 23.6% 5 Year 29% 10 Year 15 Year Since launch 21.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.4% 2023 31.2% 2022 5.4% 2021 36.7% 2020 9.8% 2019 5.1% 2018 -3% 2017 29.1% 2016 4.7% 2015 4% Fund Manager information for Franklin India Taxshield
Name Since Tenure R. Janakiraman 2 May 16 9 Yr. Rajasa Kakulavarapu 1 Dec 23 1.41 Yr. Data below for Franklin India Taxshield as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 30.99% Consumer Cyclical 12.49% Industrials 10.42% Technology 9.55% Health Care 6.71% Consumer Defensive 5.38% Communication Services 5.3% Utility 4.91% Basic Materials 4.87% Energy 2.83% Real Estate 1.65% Asset Allocation
Asset Class Value Cash 4.17% Equity 95.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK10% ₹613 Cr 4,546,914 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK9% ₹596 Cr 3,260,417 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL5% ₹310 Cr 1,786,745
↓ -176,892 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹309 Cr 883,853 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY5% ₹302 Cr 1,922,741 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹248 Cr 2,252,948 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH4% ₹233 Cr 1,462,587 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK3% ₹183 Cr 843,530 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR3% ₹179 Cr 1,276,457 Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM3% ₹179 Cr 685,013 5. L&T Tax Advantage Fund
CAGR/Annualized return of 14.3% since its launch. Ranked 7 in ELSS category. Return for 2024 was 33% , 2023 was 28.4% and 2022 was -3% . L&T Tax Advantage Fund
Growth Launch Date 27 Feb 06 NAV (16 May 25) ₹131.398 ↑ 0.71 (0.55 %) Net Assets (Cr) ₹3,871 on 31 Mar 25 Category Equity - ELSS AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.38 Information Ratio 0.34 Alpha Ratio 6.76 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹14,985 30 Apr 22 ₹17,122 30 Apr 23 ₹17,906 30 Apr 24 ₹25,770 30 Apr 25 ₹27,746 Returns for L&T Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 7% 3 Month 12% 6 Month 2.3% 1 Year 11.9% 3 Year 23.6% 5 Year 25.3% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 33% 2023 28.4% 2022 -3% 2021 30.3% 2020 13.5% 2019 4.6% 2018 -8.1% 2017 42.3% 2016 8.1% 2015 2.9% Fund Manager information for L&T Tax Advantage Fund
Name Since Tenure Gautam Bhupal 26 Nov 22 2.43 Yr. Sonal Gupta 21 Jul 21 3.78 Yr. Abhishek Gupta 1 Mar 24 1.17 Yr. Data below for L&T Tax Advantage Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 25.24% Consumer Cyclical 18.89% Industrials 17.71% Technology 10.69% Basic Materials 6.73% Health Care 5.91% Energy 4.25% Consumer Defensive 3.36% Utility 3.33% Communication Services 2.09% Real Estate 1.42% Asset Allocation
Asset Class Value Cash 0.38% Equity 99.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK5% ₹213 Cr 1,162,500 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK4% ₹156 Cr 1,155,500 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY3% ₹122 Cr 774,900 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE3% ₹121 Cr 951,812 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT3% ₹105 Cr 301,450 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN2% ₹85 Cr 1,291,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL2% ₹81 Cr 467,000 State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN2% ₹76 Cr 984,432 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT2% ₹73 Cr 133,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 5002512% ₹69 Cr 128,900
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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Nice article