+91-22-48913909ವಿಭಾಗ 80C ಅಡಿಯಲ್ಲಿ ಟಾಪ್ 7 ಅತ್ಯುತ್ತಮ ELSS ತೆರಿಗೆ ಉಳಿತಾಯ ನಿಧಿಗಳು
ಎಲ್ಲರೂ ಭಯಭೀತರಾದವರನ್ನು ಉಳಿಸಲು ನೋಡುತ್ತಿರುವ ಸಮಯ ಇದುಆದಾಯ ತೆರಿಗೆ. ಅನೇಕ ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಹಣವನ್ನು ಯೋಜನೆಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತಾರೆಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು, ಇತ್ಯಾದಿ, ಕಷ್ಟಪಟ್ಟು ದುಡಿದ ಹಣವನ್ನು ಉಳಿಸಲು. ತೆರಿಗೆ ಸೀಸನ್ 2018 ವೇಗವಾಗಿ ಸಮೀಪಿಸುತ್ತಿದೆ, ನಾವು ನಿಮಗೆ ಅತ್ಯುತ್ತಮವಾದದ್ದನ್ನು ತರುತ್ತೇವೆELSS ನಿಮ್ಮ ಉಳಿಸಲು ತೆರಿಗೆ ಉಳಿತಾಯ ನಿಧಿಗಳುಆದಾಯ ತೆರಿಗೆ. ELSS ಅಥವಾ ಇಕ್ವಿಟಿ ಲಿಂಕ್ಡ್ ಸೇವಿಂಗ್ ಸ್ಕೀಮ್ ಎತೆರಿಗೆ ಉಳಿತಾಯ ಹೂಡಿಕೆ ಇದರ ಮೂಲಕ ಒಬ್ಬರು INR 1,50 ವರೆಗೆ ಕಡಿತಗಳನ್ನು ಪಡೆಯಬಹುದು,000 ಅವರಿಂದತೆರಿಗೆ ವಿಧಿಸಬಹುದಾದ ಆದಾಯ ಪ್ರಕಾರವಿಭಾಗ 80 ಸಿ ಆದಾಯ ತೆರಿಗೆ ಕಾಯಿದೆ. ಇಕ್ವಿಟಿ ಮತ್ತು ತೆರಿಗೆ ಉಳಿತಾಯದ ಸಂಯೋಜನೆಯಾಗಿರುವುದರಿಂದ, ELSS ಯೋಜನೆಯು ಇಕ್ವಿಟಿಗೆ ಸೂಕ್ತವಾದ ಗೇಟ್‌ವೇ ಆಗಿದೆ. ನೀವು ಹೂಡಿಕೆ ಮಾಡಿದ ಹಣವು ಸ್ಟಾಕ್ ಆಗಿ ಬೆಳೆಯುತ್ತದೆಮಾರುಕಟ್ಟೆ ಬೆಳೆಯುತ್ತದೆ. ಆದ್ದರಿಂದ, ಈಕ್ವಿಟಿ ಲಿಂಕ್ಡ್ ಸೇವಿಂಗ್ ಸ್ಕೀಮ್‌ನಲ್ಲಿ ಲಾಭಗಳು ಹೆಚ್ಚು. ಮೊದಲು, ನಾವು ಈ ನಿಧಿಯ ಬಹು ಪ್ರಯೋಜನಗಳನ್ನು ನೋಡುತ್ತೇವೆ, ವಿಭಾಗ 80C ಅಡಿಯಲ್ಲಿ ಟಾಪ್ 7 ಅತ್ಯುತ್ತಮ ELSS ತೆರಿಗೆ ಉಳಿತಾಯ ನಿಧಿಗಳನ್ನು ನೋಡೋಣ.
ಸೆಕ್ಷನ್ 80C ಅಡಿಯಲ್ಲಿ ELSS ಮೂಲಕ ತೆರಿಗೆ ಉಳಿತಾಯದ ಬಹು ಪ್ರಯೋಜನಗಳು
ELSS ಯೋಜನೆಯು ಎರಡು ಪ್ರಯೋಜನಗಳನ್ನು ಪಡೆಯಲು ಸರಳವಾದ ಮಾರ್ಗವಾಗಿದೆ- ಉಳಿಸಿತೆರಿಗೆಗಳು ಮತ್ತು ಷೇರು ಮಾರುಕಟ್ಟೆಗಳಲ್ಲಿ ಹಣವನ್ನು ಬೆಳೆಯಿರಿ. ಅಂತೆಯೇ, ಹಲವಾರು ಪ್ರಯೋಜನಗಳಿವೆ, ಅವುಗಳೆಂದರೆ:
ELSS ಮೂಲಕ ತೆರಿಗೆ ಉಳಿತಾಯ
ಎಹೂಡಿಕೆದಾರ ತೆರಿಗೆಗೆ ಅರ್ಹವಾಗಿದೆಕಡಿತಗೊಳಿಸುವಿಕೆ ಸೆಕ್ಷನ್ 80C ಅಡಿಯಲ್ಲಿ INR 1.5 ಲಕ್ಷದವರೆಗೆ. ಈ INR 1,50,000 ಹೂಡಿಕೆಯು INR 46,350 ವರೆಗೆ ತೆರಿಗೆಯನ್ನು ಉಳಿಸಬಹುದು. ಆದರೆ, ಇದು 30% ಆದಾಯ ತೆರಿಗೆ ಬ್ರಾಕೆಟ್‌ನಲ್ಲಿರುವ ಹೂಡಿಕೆದಾರರಿಗೆ ಮಾತ್ರ. 20%ನ ಆದಾಯ ತೆರಿಗೆ ಸ್ಲ್ಯಾಬ್‌ಗೆ ಇದು INR 30,000 ಮತ್ತು 5% ಸ್ಲ್ಯಾಬ್‌ಗೆ ಇದು INR 7,525 ಆಗಿದೆ.
ಕನಿಷ್ಠ ಮತ್ತು ಗರಿಷ್ಠ ಹೂಡಿಕೆ
ಹೂಡಿಕೆದಾರರು ಮಾಡಬಹುದುಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿ ಎರಡು ರೀತಿಯಲ್ಲಿ-SIP ಮತ್ತು ಒಟ್ಟು ಮೊತ್ತ. ELSS ನಲ್ಲಿ ಹೂಡಿಕೆಗಾಗಿ SIP ಮೂಲಕ ಹೂಡಿಕೆ ಮಾಡಲು ಕನಿಷ್ಠ ಮೊತ್ತವು INR 500 ಆಗಿದೆ. ಮತ್ತು ಒಟ್ಟು ಮೊತ್ತಕ್ಕೆ ಇದು INR 5000 ಆಗಿದೆ.
ELSS ನ ಲಾಕ್-ಇನ್ ಅವಧಿ
ELSS ನ ಪ್ರಮುಖ ಪ್ರಯೋಜನವೆಂದರೆ ಇದು ಇತರ ತೆರಿಗೆ ಉಳಿತಾಯ ಆಯ್ಕೆಗಳಿಗೆ ಹೋಲಿಸಿದರೆ 3 ವರ್ಷಗಳ ಕಡಿಮೆ ಲಾಕ್-ಇನ್ ಅವಧಿಯೊಂದಿಗೆ ಬರುತ್ತದೆ.
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ಸೆಕ್ಷನ್ 80C ಅಡಿಯಲ್ಲಿ ಅತ್ಯುತ್ತಮ ELSS ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹50.2812
↓ -0.14 ₹4,506 2.7 15 1.1 24 25.5 47.7 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 9.7 15.1 16.9 20.8 10 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 JM Tax Gain Fund Growth ₹47.3728
↓ -0.09 ₹209 2.4 8.2 -3.7 18.9 23 29 BNP Paribas Long Term Equity Fund (ELSS) Growth ₹94.1854
↑ 0.03 ₹934 2.1 10.6 3.6 17.2 18.7 23.6 BOI AXA Tax Advantage Fund Growth ₹155.02
↓ -0.09 ₹1,432 -0.1 9.6 -8 16.7 21.8 21.6 Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 ₹210 -6.1 -3.5 17.6 16.7 11.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25 Research Highlights & Commentary of 7 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund IDBI Equity Advantage Fund HDFC Long Term Advantage Fund JM Tax Gain Fund BNP Paribas Long Term Equity Fund (ELSS) BOI AXA Tax Advantage Fund Baroda Pioneer ELSS 96 Point 1 Highest AUM (₹4,506 Cr). Lower mid AUM (₹485 Cr). Upper mid AUM (₹1,318 Cr). Bottom quartile AUM (₹209 Cr). Lower mid AUM (₹934 Cr). Upper mid AUM (₹1,432 Cr). Bottom quartile AUM (₹210 Cr). Point 2 Established history (10+ yrs). Established history (11+ yrs). Oldest track record among peers (24 yrs). Established history (17+ yrs). Established history (19+ yrs). Established history (16+ yrs). Established history (10+ yrs). Point 3 Not Rated. Top rated. Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 25.46% (top quartile). 5Y return: 9.97% (bottom quartile). 5Y return: 17.39% (lower mid). 5Y return: 23.01% (upper mid). 5Y return: 18.68% (lower mid). 5Y return: 21.75% (upper mid). 5Y return: 11.62% (bottom quartile). Point 6 3Y return: 24.04% (top quartile). 3Y return: 20.84% (upper mid). 3Y return: 20.64% (upper mid). 3Y return: 18.91% (lower mid). 3Y return: 17.21% (lower mid). 3Y return: 16.72% (bottom quartile). 3Y return: 16.70% (bottom quartile). Point 7 1Y return: 1.10% (lower mid). 1Y return: 16.92% (upper mid). 1Y return: 35.51% (top quartile). 1Y return: -3.67% (bottom quartile). 1Y return: 3.62% (lower mid). 1Y return: -8.03% (bottom quartile). 1Y return: 17.56% (upper mid). Point 8 Alpha: 6.93 (top quartile). Alpha: 1.78 (upper mid). Alpha: 1.75 (lower mid). Alpha: -3.63 (bottom quartile). Alpha: 0.50 (lower mid). Alpha: -9.32 (bottom quartile). Alpha: 5.69 (upper mid). Point 9 Sharpe: 0.26 (lower mid). Sharpe: 1.21 (upper mid). Sharpe: 2.27 (upper mid). Sharpe: -0.24 (bottom quartile). Sharpe: 0.04 (lower mid). Sharpe: -0.47 (bottom quartile). Sharpe: 2.51 (top quartile). Point 10 Information ratio: 1.02 (top quartile). Information ratio: -1.13 (bottom quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 0.65 (upper mid). Information ratio: 0.16 (lower mid). Information ratio: 0.31 (upper mid). Information ratio: -0.09 (lower mid). Motilal Oswal Long Term Equity Fund
IDBI Equity Advantage Fund
HDFC Long Term Advantage Fund
JM Tax Gain Fund
BNP Paribas Long Term Equity Fund (ELSS)
BOI AXA Tax Advantage Fund
Baroda Pioneer ELSS 96
100 - 5,000 ಕೋಟಿ ಮತ್ತು 1 ವರ್ಷಕ್ಕೂ ಹೆಚ್ಚು ಹಣವನ್ನು ನಿರ್ವಹಿಸಿದ್ದಾರೆ ಮತ್ತು ಭಾಗದ ವಾರ್ಷಿಕ ಆದಾಯದ ಮೇಲೆ ವಿಂಗಡಿಸಲಾಗಿದೆ3 ವರ್ಷಗಳು.
(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. Below is the key information for Motilal Oswal Long Term Equity Fund Returns up to 1 year are on The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income-tax deduction(under section 80C of the Income-tax Act, 1961) on their investments. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to be eligible for income-tax benefits under Section 80C. There can be no assurance that the investment objective under the scheme will be realized. Research Highlights for IDBI Equity Advantage Fund Below is the key information for IDBI Equity Advantage Fund Returns up to 1 year are on To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments Research Highlights for HDFC Long Term Advantage Fund Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. Research Highlights for JM Tax Gain Fund Below is the key information for JM Tax Gain Fund Returns up to 1 year are on The investment objective of the Scheme is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities along with income tax rebate, as may be prevalent fromtime to time. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. Research Highlights for BNP Paribas Long Term Equity Fund (ELSS) Below is the key information for BNP Paribas Long Term Equity Fund (ELSS) 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.) Research Highlights for BOI AXA Tax Advantage Fund Below is the key information for BOI AXA Tax Advantage Fund Returns up to 1 year are on The main objective of the scheme is to provide the investor long term capital growth as also tax benefit under section 80C of the Income Tax Act, 1961. Research Highlights for Baroda Pioneer ELSS 96 Below is the key information for Baroda Pioneer ELSS 96 Returns up to 1 year are on 1. Motilal Oswal Long Term Equity Fund
Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (14 Aug 25) ₹50.2812 ↓ -0.14 (-0.28 %) Net Assets (Cr) ₹4,506 on 30 Jun 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 1.02 Alpha Ratio 6.93 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -5.2% 3 Month 2.7% 6 Month 15% 1 Year 1.1% 3 Year 24% 5 Year 25.5% 10 Year 15 Year Since launch 16.5% 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 Data below for Motilal Oswal Long Term Equity Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. IDBI Equity Advantage Fund
IDBI Equity Advantage Fund
Growth Launch Date 10 Sep 13 NAV (28 Jul 23) ₹43.39 ↑ 0.04 (0.09 %) Net Assets (Cr) ₹485 on 30 Jun 23 Category Equity - ELSS AMC IDBI Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.39 Sharpe Ratio 1.21 Information Ratio -1.13 Alpha Ratio 1.78 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month 3.1% 3 Month 9.7% 6 Month 15.1% 1 Year 16.9% 3 Year 20.8% 5 Year 10% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for IDBI Equity Advantage Fund
Name Since Tenure Data below for IDBI Equity Advantage Fund as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. 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.
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 Aug 25 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 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 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 4. JM Tax Gain Fund
JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (14 Aug 25) ₹47.3728 ↓ -0.09 (-0.19 %) Net Assets (Cr) ₹209 on 30 Jun 25 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.4 Sharpe Ratio -0.24 Information Ratio 0.65 Alpha Ratio -3.63 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -2.7% 3 Month 2.4% 6 Month 8.2% 1 Year -3.7% 3 Year 18.9% 5 Year 23% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 29% 2023 30.9% 2022 0.5% 2021 32.2% 2020 18.3% 2019 14.9% 2018 -4.6% 2017 42.6% 2016 5.2% 2015 -0.6% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Data below for JM Tax Gain Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. BNP Paribas Long Term Equity Fund (ELSS)
BNP Paribas Long Term Equity Fund (ELSS)
Growth Launch Date 5 Jan 06 NAV (14 Aug 25) ₹94.1854 ↑ 0.03 (0.03 %) Net Assets (Cr) ₹934 on 30 Jun 25 Category Equity - ELSS AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.29 Sharpe Ratio 0.04 Information Ratio 0.16 Alpha Ratio 0.5 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for BNP Paribas Long Term Equity Fund (ELSS)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -1% 3 Month 2.1% 6 Month 10.6% 1 Year 3.6% 3 Year 17.2% 5 Year 18.7% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.6% 2023 31.3% 2022 -2.1% 2021 23.6% 2020 17.8% 2019 14.3% 2018 -9.3% 2017 42.3% 2016 -6.6% 2015 7.7% Fund Manager information for BNP Paribas Long Term Equity Fund (ELSS)
Name Since Tenure Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (14 Aug 25) ₹155.02 ↓ -0.09 (-0.06 %) Net Assets (Cr) ₹1,432 on 30 Jun 25 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.47 Information Ratio 0.31 Alpha Ratio -9.32 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 Aug 25 Duration Returns 1 Month -4% 3 Month -0.1% 6 Month 9.6% 1 Year -8% 3 Year 16.7% 5 Year 21.8% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.6% 2023 34.8% 2022 -1.3% 2021 41.5% 2020 31.2% 2019 14.6% 2018 -16.3% 2017 57.7% 2016 -1.2% 2015 2.1% Fund Manager information for BOI AXA Tax Advantage Fund
Name Since Tenure Data below for BOI AXA Tax Advantage Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Baroda Pioneer ELSS 96
Baroda Pioneer ELSS 96
Growth Launch Date 2 Mar 15 NAV (11 Mar 22) ₹68.6676 ↑ 0.33 (0.48 %) Net Assets (Cr) ₹210 on 31 Jan 22 Category Equity - ELSS AMC Baroda Pioneer Asset Management Co. Ltd. Rating Risk Moderately High Expense Ratio 2.55 Sharpe Ratio 2.51 Information Ratio -0.09 Alpha Ratio 5.69 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Baroda Pioneer ELSS 96
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -3.9% 3 Month -6.1% 6 Month -3.5% 1 Year 17.6% 3 Year 16.7% 5 Year 11.6% 10 Year 15 Year Since launch 8.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Baroda Pioneer ELSS 96
Name Since Tenure Data below for Baroda Pioneer ELSS 96 as on 31 Jan 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಗ್ಯಾರಂಟಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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Research Highlights for Motilal Oswal Long Term Equity Fund