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5 सर्वश्रेष्ठ प्रदर्शन करने वाले ईएलएसएस म्यूचुअल फंड 2022 | Fincash.com

फिनकैश »म्यूचुअल फंड्स »शीर्ष प्रदर्शन करने वाला ईएलएसएस निवेश

2022 के लिए भारत में 5 सर्वश्रेष्ठ ईएलएसएस म्यूचुअल फंड निवेश

Updated on March 17, 2023 , 52185 views

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

*निधि के आधार पर सूचीसंपत्ति>= 100 करोड़ पर छाँटा गया3 सालसीएजीआर वापसी.

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 17.4% 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 (17 Mar 23) ₹97.596 ↑ 0.61   (0.62 %)
Net Assets (Cr) ₹4,024 on 28 Feb 23
Category Equity - ELSS
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 0.05
Information Ratio 0.74
Alpha Ratio 1.94
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

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 ₹405,518.
Net Profit of ₹105,518
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 17 Mar 23

DurationReturns
1 Month -3.2%
3 Month -4.7%
6 Month -1.6%
1 Year 1.3%
3 Year 32.6%
5 Year 11.5%
10 Year
15 Year
Since launch 17.4%
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 166.29 Yr.

Data below for IDFC Tax Advantage (ELSS) Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services26.83%
Consumer Cyclical15.59%
Industrials12.6%
Technology9.99%
Basic Materials9.74%
Health Care6.34%
Consumer Defensive3.89%
Energy3.65%
Communication Services2.67%
Utility1.49%
Asset Allocation
Asset ClassValue
Cash7.21%
Equity92.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK
8%₹316 Cr3,800,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY
5%₹207 Cr1,350,000
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
5%₹194 Cr3,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
4%₹168 Cr1,050,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
4%₹147 Cr625,000
↑ 25,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 532215
3%₹122 Cr1,400,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 20 | TATAMOTORS
3%₹118 Cr2,600,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | M&M
3%₹110 Cr800,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
3%₹108 Cr1,400,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 532286
2%₹93 Cr1,600,000
↓ -100,000

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 (17 Mar 23) ₹793.463 ↑ 7.15   (0.91 %)
Net Assets (Cr) ₹9,723 on 28 Feb 23
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.57
Information Ratio 0.38
Alpha Ratio 9.14
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

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 ₹385,859.
Net Profit of ₹85,859
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 17 Mar 23

DurationReturns
1 Month -2.7%
3 Month -4%
6 Month 0.5%
1 Year 9%
3 Year 29.1%
5 Year 9.4%
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 221.05 Yr.
Priya Ranjan1 May 220.76 Yr.

Data below for HDFC Tax Saver Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services35.88%
Technology12.1%
Industrials11.48%
Health Care8.52%
Consumer Cyclical8.16%
Utility7.02%
Communication Services6.01%
Energy4.64%
Real Estate1.52%
Asset Allocation
Asset ClassValue
Cash4.67%
Equity95.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | HDFCBANK
9%₹914 Cr5,700,000
↓ -300,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹890 Cr10,700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
6%₹578 Cr7,500,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 06 | SBIN
6%₹554 Cr10,000,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 08 | INFY
6%₹552 Cr3,600,000
↑ 300,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jan 22 | HAL
5%₹511 Cr2,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | M&M
5%₹510 Cr3,700,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
5%₹494 Cr4,400,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
4%₹428 Cr25,000,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 22 | DRREDDY
4%₹357 Cr825,000

3. 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 12.7% 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 (17 Mar 23) ₹23.79 ↑ 0.15   (0.63 %)
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 17 Mar 23

DurationReturns
1 Month -3%
3 Month -5.2%
6 Month -0.8%
1 Year 0.7%
3 Year 28.8%
5 Year 11.8%
10 Year
15 Year
Since launch 12.7%
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

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 10.9% 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 (17 Mar 23) ₹232.336 ↑ 1.23   (0.53 %)
Net Assets (Cr) ₹12,158 on 28 Feb 23
Category Equity - ELSS
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.85
Sharpe Ratio 0.41
Information Ratio 0.33
Alpha Ratio 6.95
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

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 ₹395,578.
Net Profit of ₹95,578
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 17 Mar 23

DurationReturns
1 Month -2.2%
3 Month -4%
6 Month 0.8%
1 Year 7.6%
3 Year 28.1%
5 Year 10.8%
10 Year
15 Year
Since launch 10.9%
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 166.4 Yr.

Data below for SBI Magnum Tax Gain Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services28.07%
Industrials13.26%
Consumer Cyclical8.23%
Energy8.23%
Technology7.01%
Basic Materials6.75%
Health Care6.21%
Utility5.35%
Consumer Defensive3.34%
Communication Services3.28%
Real Estate2.34%
Asset Allocation
Asset ClassValue
Cash7.93%
Equity92.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
5%₹617 Cr7,416,237
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 07 | LT
4%₹525 Cr2,468,968
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | M&M
4%₹471 Cr3,415,083
Cummins India Ltd (Industrials)
Equity, Since 28 Feb 19 | 500480
4%₹443 Cr3,088,066
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
4%₹433 Cr1,837,574
State Bank of India (Financial Services)
Equity, Since 31 May 06 | SBIN
4%₹425 Cr7,685,639
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK
4%₹424 Cr2,641,521
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 11 | 532215
3%₹392 Cr4,492,332
Infosys Ltd (Technology)
Equity, Since 31 Mar 18 | INFY
3%₹388 Cr2,531,001
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 17 | BHARTIARTL
3%₹362 Cr4,699,071
↑ 1,100,400

5. Mirae Asset Tax Saver 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. The Scheme does not guarantee or assure any returns.

Mirae Asset Tax Saver Fund is a Equity - ELSS fund was launched on 28 Dec 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.4% since its launch.  Return for 2022 was 0.1% , 2021 was 35.3% and 2020 was 21.5% .

Below is the key information for Mirae Asset Tax Saver Fund

Mirae Asset Tax Saver Fund
Growth
Launch Date 28 Dec 15
NAV (17 Mar 23) ₹29.839 ↑ 0.16   (0.54 %)
Net Assets (Cr) ₹14,043 on 28 Feb 23
Category Equity - ELSS
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.28
Sharpe Ratio -0.16
Information Ratio 0.41
Alpha Ratio -0.94
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

Mirae Asset 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Mirae Asset 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 17 Mar 23

DurationReturns
1 Month -3.6%
3 Month -6.2%
6 Month -3.6%
1 Year -1.4%
3 Year 27.2%
5 Year 13.5%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 0.1%
2021 35.3%
2020 21.5%
2019 14.1%
2018 -2.3%
2017 47.9%
2016 14.8%
2015
2014
2013
Fund Manager information for Mirae Asset Tax Saver Fund
NameSinceTenure
Neelesh Surana28 Dec 157.1 Yr.

Data below for Mirae Asset Tax Saver Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services35.06%
Consumer Cyclical12.46%
Technology9.7%
Basic Materials8.62%
Energy7.14%
Industrials7.08%
Health Care6.67%
Consumer Defensive4.83%
Utility3.6%
Communication Services2.92%
Real Estate0.46%
Asset Allocation
Asset ClassValue
Cash1.47%
Equity98.53%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | HDFCBANK
9%₹1,197 Cr7,467,222
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 15 | RELIANCE
7%₹952 Cr4,044,179
↑ 789,999
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
7%₹945 Cr11,363,912
↑ 845,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 15 | INFY
5%₹745 Cr4,854,691
↓ -100,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | 532215
5%₹638 Cr7,318,266
State Bank of India (Financial Services)
Equity, Since 31 Dec 15 | SBIN
4%₹507 Cr9,158,799
↑ 1,200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
3%₹411 Cr5,329,889
↑ 925,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 16 | LT
3%₹384 Cr1,807,630
↑ 185,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
3%₹362 Cr1,380,263
↑ 112,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 15 | TCS
2%₹347 Cr1,033,537
↑ 41,000

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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Tulasi, posted on 4 Sep 21 7:02 AM

Nice article

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