+91-22-489139098 ಅತ್ಯುತ್ತಮ ELSS ತೆರಿಗೆ ಉಳಿತಾಯ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು 2022
ಆರ್ಥಿಕ ವರ್ಷವು ಅಂತ್ಯಗೊಳ್ಳುತ್ತಿದ್ದಂತೆ, ನಿಮ್ಮದನ್ನು ಪ್ರಾರಂಭಿಸುವ ಸಮಯತೆರಿಗೆ ಯೋಜನೆ. ಭಾರತದಲ್ಲಿ ಹಲವಾರು ತೆರಿಗೆ ಉಳಿತಾಯ ಆಯ್ಕೆಗಳೊಂದಿಗೆ,ELSS ತೆರಿಗೆ ಉಳಿತಾಯಕ್ಕಿಂತ ಹೆಚ್ಚಿನ ಪ್ರಯೋಜನಗಳನ್ನು ನೀಡುವುದರಿಂದ ಅತ್ಯುತ್ತಮವಾಗಿ ನಿಂತಿದೆ.
ELSS ಅಥವಾ ಇಕ್ವಿಟಿ ಲಿಂಕ್ಡ್ ಸೇವಿಂಗ್ ಸ್ಕೀಮ್ಗಳು 3 ವರ್ಷಗಳ ಲಾಕ್-ಇನ್ ಅವಧಿಯೊಂದಿಗೆ ಬರುತ್ತದೆ, ಇದು ಎಲ್ಲಾ ಇತರ ತೆರಿಗೆ ಉಳಿತಾಯಗಳಿಗೆ ಹೋಲಿಸಿದರೆ ಕಡಿಮೆ ಹಿಡುವಳಿಯಾಗಿದೆ. ಮೂಲಕಹೂಡಿಕೆ ELSS ನಲ್ಲಿ, ಒಬ್ಬರು INR 1,50 ವರೆಗೆ ಕಡಿತಗಳನ್ನು ಪಡೆಯಬಹುದು,000 ಅವರ ತೆರಿಗೆಯಿಂದಆದಾಯ ಪ್ರಕಾರವಿಭಾಗ 80 ಸಿ ನಆದಾಯ ತೆರಿಗೆ ಕಾಯಿದೆ. ಈಕ್ವಿಟಿ ಮತ್ತು ಸಂಬಂಧಿತ ಉತ್ಪನ್ನಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲಾದ ನಿಧಿಯ ಪ್ರಮುಖ ಭಾಗದೊಂದಿಗೆ ELSS ಫಂಡ್ಗಳು ಇಕ್ವಿಟಿ ವೈವಿಧ್ಯತೆಯನ್ನು ಹೊಂದಿವೆ, ಅವು ಇಕ್ವಿಟಿ ಆದಾಯವನ್ನು ಸಹ ಒದಗಿಸುತ್ತವೆ. ಇದರರ್ಥ ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಹೂಡಿಕೆಯ ಮೇಲೆ ಇಕ್ವಿಟಿ ಆದಾಯವನ್ನು ಗಳಿಸಬಹುದು.
ಈ ಯೋಜನೆಯ ಇತರ ಕೆಲವು ಪ್ರಮುಖ ವೈಶಿಷ್ಟ್ಯಗಳನ್ನು ನಾವು ನೋಡುವ ಮೊದಲು, ಅತ್ಯುತ್ತಮ ELSS ತೆರಿಗೆ ಉಳಿತಾಯವನ್ನು ಪರಿಶೀಲಿಸೋಣಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು 2022 - 2023 ಕ್ಕೆ.
ತೆರಿಗೆ ಉಳಿತಾಯಕ್ಕಾಗಿ ELSS ಅನ್ನು ಏಕೆ ಆರಿಸಬೇಕು?
ELSS ನ ಇತರ ಪ್ರಮುಖ ಪ್ರಯೋಜನಗಳೆಂದರೆ:
ತೆರಿಗೆ ಮುಕ್ತ ರಿಟರ್ನ್ಸ್
ಬಜೆಟ್ 2018 ರ ಪ್ರಕಾರ, ELSS ದೀರ್ಘಾವಧಿಯನ್ನು ಆಕರ್ಷಿಸುತ್ತದೆಬಂಡವಾಳ ಲಾಭಗಳು (LTCG). ದೀರ್ಘಾವಧಿಯಲ್ಲಿ ಹೂಡಿಕೆದಾರರಿಗೆ 10% (ಯಾವುದೇ ಸೂಚ್ಯಂಕವಿಲ್ಲದೆ) ತೆರಿಗೆ ವಿಧಿಸಲಾಗುತ್ತದೆಬಂಡವಾಳ ಲಾಭ ತೆರಿಗೆ. INR 1 ಲಕ್ಷದವರೆಗಿನ ಲಾಭಗಳು ತೆರಿಗೆಯಿಂದ ಮುಕ್ತವಾಗಿವೆ. INR 1 ಲಕ್ಷಕ್ಕಿಂತ ಹೆಚ್ಚಿನ ಲಾಭಗಳಿಗೆ 10% ತೆರಿಗೆ ಅನ್ವಯಿಸುತ್ತದೆ.
ಕನಿಷ್ಠ ಹೂಡಿಕೆಯ ಮೊತ್ತ
ತೆಗೆದುಕೊಳ್ಳುವ ಮೂಲಕ ಎSIP ಮಾರ್ಗದಲ್ಲಿ, ಹೂಡಿಕೆದಾರರು INR 500 ಕ್ಕಿಂತ ಕಡಿಮೆ ಮೊತ್ತವನ್ನು ಹೂಡಿಕೆ ಮಾಡಬಹುದು. ಇದು ಒಬ್ಬ ವ್ಯಕ್ತಿಯನ್ನು ಅನುಮತಿಸುತ್ತದೆಹಣ ಉಳಿಸಿ ಒಂದು ದೊಡ್ಡ ಮೊತ್ತದ ಬದಲಿಗೆ ಪ್ರತಿ ತಿಂಗಳು.
ಇಕ್ವಿಟಿ ರಿಟರ್ನ್ಸ್
ಈ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ಗಳು ಈಕ್ವಿಟಿ-ಸಂಬಂಧಿತ ಸಾಧನಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದರಿಂದ, ನೀವು ಹೂಡಿಕೆ ಮಾಡುವ ಹಣವು ಸ್ಟಾಕ್ನಂತೆ ಬೆಳೆಯುತ್ತದೆಮಾರುಕಟ್ಟೆ ಬೆಳೆಯುತ್ತದೆ. ಆದ್ದರಿಂದ, ELSS ಫಂಡ್ಗಳಲ್ಲಿ ಲಾಭಗಳು ಹೆಚ್ಚು.
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ಉತ್ತಮ ಪ್ರದರ್ಶನ ನೀಡುವ ELSS ತೆರಿಗೆ ಉಳಿತಾಯ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು FY 22 - 23
Fund NAV Net Assets (Cr) Rating 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹46.9958
↓ -1.31 ₹4,341 -11.2 -12.5 -2.9 20.1 17.7 -9.1 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 ☆☆☆ 1.2 15.4 35.5 20.6 17.4 Bandhan Tax Advantage (ELSS) Fund Growth ₹151.13
↓ -1.67 ₹7,333 ☆☆☆☆☆ -3.4 -1.2 6.6 14.1 17.2 8 Franklin India Taxshield Growth ₹1,427.94
↓ -18.72 ₹6,693 ☆☆ -5.2 -4.7 2.9 16.3 16.7 2.1 JM Tax Gain Fund Growth ₹46.6654
↓ -0.80 ₹226 ☆☆☆ -6.9 -4.9 1.7 17.6 16 2.5 BOI AXA Tax Advantage Fund Growth ₹154.12
↓ -2.09 ₹1,402 ☆☆☆ -4.3 -5.2 -0.9 15.2 15.8 -3.5 Kotak Tax Saver Fund Growth ₹112.525
↓ -1.66 ₹6,452 ☆☆☆ -4.5 -4.1 3.2 13.8 15.2 1.8 ICICI Prudential Long Term Equity Fund (Tax Saving) Growth ₹914.74
↓ -11.76 ₹14,769 ☆☆ -5.4 -2 7.6 14.7 14.9 9.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jan 26 Research Highlights & Commentary of 8 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund HDFC Long Term Advantage Fund Bandhan Tax Advantage (ELSS) Fund Franklin India Taxshield JM Tax Gain Fund BOI AXA Tax Advantage Fund Kotak Tax Saver Fund ICICI Prudential Long Term Equity Fund (Tax Saving) Point 1 Lower mid AUM (₹4,341 Cr). Bottom quartile AUM (₹1,318 Cr). Top quartile AUM (₹7,333 Cr). Upper mid AUM (₹6,693 Cr). Bottom quartile AUM (₹226 Cr). Lower mid AUM (₹1,402 Cr). Upper mid AUM (₹6,452 Cr). Highest AUM (₹14,769 Cr). Point 2 Established history (11+ yrs). Established history (25+ yrs). Established history (17+ yrs). Oldest track record among peers (26 yrs). Established history (17+ yrs). Established history (16+ yrs). Established history (20+ yrs). Established history (26+ yrs). Point 3 Not Rated. Rating: 3★ (top quartile). Top rated. Rating: 2★ (lower mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). 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. Risk profile: Moderately High. Point 5 5Y return: 17.70% (top quartile). 5Y return: 17.39% (top quartile). 5Y return: 17.16% (upper mid). 5Y return: 16.74% (upper mid). 5Y return: 16.01% (lower mid). 5Y return: 15.75% (lower mid). 5Y return: 15.25% (bottom quartile). 5Y return: 14.92% (bottom quartile). Point 6 3Y return: 20.15% (top quartile). 3Y return: 20.64% (top quartile). 3Y return: 14.11% (bottom quartile). 3Y return: 16.27% (upper mid). 3Y return: 17.55% (upper mid). 3Y return: 15.17% (lower mid). 3Y return: 13.83% (bottom quartile). 3Y return: 14.72% (lower mid). Point 7 1Y return: -2.94% (bottom quartile). 1Y return: 35.51% (top quartile). 1Y return: 6.57% (upper mid). 1Y return: 2.92% (lower mid). 1Y return: 1.72% (lower mid). 1Y return: -0.90% (bottom quartile). 1Y return: 3.21% (upper mid). 1Y return: 7.57% (top quartile). Point 8 Alpha: -16.15 (bottom quartile). Alpha: 1.75 (top quartile). Alpha: 0.45 (upper mid). Alpha: -5.39 (lower mid). Alpha: -4.83 (upper mid). Alpha: -10.85 (bottom quartile). Alpha: -5.73 (lower mid). Alpha: 2.20 (top quartile). Point 9 Sharpe: -0.43 (bottom quartile). Sharpe: 2.27 (top quartile). Sharpe: 0.21 (upper mid). Sharpe: -0.22 (lower mid). Sharpe: -0.15 (upper mid). Sharpe: -0.36 (bottom quartile). Sharpe: -0.19 (lower mid). Sharpe: 0.36 (top quartile). Point 10 Information ratio: 0.53 (top quartile). Information ratio: -0.15 (bottom quartile). Information ratio: -0.08 (lower mid). Information ratio: 0.45 (upper mid). Information ratio: 0.65 (top quartile). Information ratio: 0.01 (upper mid). Information ratio: -0.35 (bottom quartile). Information ratio: -0.08 (lower mid). Motilal Oswal Long Term Equity Fund
HDFC Long Term Advantage Fund
Bandhan Tax Advantage (ELSS) Fund
Franklin India Taxshield
JM Tax Gain Fund
BOI AXA Tax Advantage Fund
Kotak Tax Saver Fund
ICICI Prudential Long Term Equity Fund (Tax Saving)
*ಮೇಲೆ ELSS ಪಟ್ಟಿ ಇದೆ -ಇಕ್ವಿಟಿ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು ನಡುವೆ ನಿವ್ವಳ ಸ್ವತ್ತುಗಳನ್ನು ಹೊಂದಿದೆ100 - 15000 ಕಳೆದ 3 ವರ್ಷಗಳಿಂದ ಕೋಟಿ ಮತ್ತು ಆಸ್ತಿ ನಿರ್ವಹಣೆ. ಕಳೆದ 5 ವರ್ಷಗಳ ಆದಾಯದ ಮೇಲೆ ವಿಂಗಡಿಸಲಾಗಿದೆವಾರ್ಷಿಕ/ಸಿಎಜಿಆರ್ ಆಧಾರ.
ELSS ನಿಧಿಯಲ್ಲಿ ಯಾರು ಹೂಡಿಕೆ ಮಾಡಬಹುದು?
ಸಾಮಾನ್ಯವಾಗಿ, ELSS ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು ತೆರಿಗೆ ಯೋಜನೆ ಮತ್ತು ಹಣವನ್ನು ಉಳಿಸಲು ಮಾರುಕಟ್ಟೆ-ಸಂಬಂಧಿತ ಅಪಾಯಗಳನ್ನು ತೆಗೆದುಕೊಳ್ಳಲು ಸಿದ್ಧರಿರುವ ಎಲ್ಲಾ ರೀತಿಯ ಹೂಡಿಕೆದಾರರಿಗೆ ಸೂಕ್ತವಾಗಿದೆ. ಯಾರಾದರೂ ತಮ್ಮ ಜೀವನದ ಯಾವುದೇ ಸಮಯದಲ್ಲಿ ELSS ನಿಧಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಬಹುದು. ಆದಾಗ್ಯೂ, ನಿಮ್ಮ ವೃತ್ತಿಜೀವನದ ಆರಂಭಿಕ ಹಂತದಲ್ಲಿ ತೆರಿಗೆ ಉಳಿಸುವ ELSS ಫಂಡ್ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಸೂಚಿಸಲಾಗುತ್ತದೆ ಇದರಿಂದ ನಿಮ್ಮ ಹಣವು ಕಾಲಾನಂತರದಲ್ಲಿ ಬೆಳೆಯುತ್ತದೆ ಮತ್ತು ನೀವು ಉತ್ತಮ ಆದಾಯವನ್ನು ಗಳಿಸುತ್ತೀರಿ.
ಆದ್ದರಿಂದ, ತೆರಿಗೆ ಉಳಿಸಿ ಮತ್ತು ಹೂಡಿಕೆ ಮಾಡುವ ಮೂಲಕ ಒಂದೇ ಸಮಯದಲ್ಲಿ ಉತ್ತಮ ಆದಾಯವನ್ನು ಗಳಿಸಿಅತ್ಯುತ್ತಮ ಇತರ ನಿಧಿಗಳು. ELSS ಫಂಡ್ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿದ ಮೊತ್ತವನ್ನು 3 ವರ್ಷಗಳವರೆಗೆ ಲಾಕ್ ಮಾಡಲಾಗಿದೆ ಎಂದು ಹೂಡಿಕೆದಾರರು ತಿಳಿದಿರಬೇಕು.
ಹೂಡಿಕೆದಾರರು ELSS ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳಲ್ಲಿ SIP (ಸಿಸ್ಟಮ್ಯಾಟಿಕ್) ಯ ಲಂಪ್ಸಮ್ (ಒಂದು ಬಾರಿ) ಹೂಡಿಕೆ ಮಾಡಬಹುದುಹೂಡಿಕೆ ಯೋಜನೆ) ಆರಂಭಿಕರಿಗಾಗಿ ಸಾಮಾನ್ಯವಾಗಿ ಎಸ್ಐಪಿ ಬಳಸಿ ಹೂಡಿಕೆ ಮಾಡಲು ಸಲಹೆ ನೀಡಲಾಗುತ್ತದೆ ಅದು ಅವರಿಗೆ ಹೆಚ್ಚು ಸೂಕ್ತವಾಗಿದೆ.
(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 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 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. Research Highlights for Bandhan Tax Advantage (ELSS) Fund Below is the key information for Bandhan Tax Advantage (ELSS) 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 Research Highlights for Franklin India Taxshield Below is the key information for Franklin India Taxshield 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 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 investment objective of the scheme is to generate longterm capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time. Research Highlights for Kotak Tax Saver Fund Below is the key information for Kotak Tax Saver Fund Returns up to 1 year are on To generate long-term capital appreciation through investments made primarily in equity and equity related securities of companies. Research Highlights for ICICI Prudential Long Term Equity Fund (Tax Saving) Below is the key information for ICICI Prudential Long Term Equity Fund (Tax Saving) 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 (23 Jan 26) ₹46.9958 ↓ -1.31 (-2.71 %) Net Assets (Cr) ₹4,341 on 31 Dec 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.43 Information Ratio 0.53 Alpha Ratio -16.15 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 23 Jan 26 Duration Returns 1 Month -7.7% 3 Month -11.2% 6 Month -12.5% 1 Year -2.9% 3 Year 20.1% 5 Year 17.7% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 -9.1% 2023 47.7% 2022 37% 2021 1.8% 2020 32.1% 2019 8.8% 2018 13.2% 2017 -8.7% 2016 44% 2015 12.5% Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Data below for Motilal Oswal Long Term Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. 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 23 Jan 26 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 3. Bandhan Tax Advantage (ELSS) Fund
Bandhan Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (23 Jan 26) ₹151.13 ↓ -1.67 (-1.09 %) Net Assets (Cr) ₹7,333 on 31 Dec 25 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 0.21 Information Ratio -0.08 Alpha Ratio 0.45 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Bandhan Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -5.2% 3 Month -3.4% 6 Month -1.2% 1 Year 6.6% 3 Year 14.1% 5 Year 17.2% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 13.1% 2022 28.3% 2021 4.2% 2020 49.2% 2019 18.7% 2018 1.9% 2017 -9.4% 2016 53.4% 2015 0.4% Fund Manager information for Bandhan Tax Advantage (ELSS) Fund
Name Since Tenure Data below for Bandhan Tax Advantage (ELSS) Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Franklin India Taxshield
Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (23 Jan 26) ₹1,427.94 ↓ -18.72 (-1.29 %) Net Assets (Cr) ₹6,693 on 31 Dec 25 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.22 Information Ratio 0.45 Alpha Ratio -5.39 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -4.9% 3 Month -5.2% 6 Month -4.7% 1 Year 2.9% 3 Year 16.3% 5 Year 16.7% 10 Year 15 Year Since launch 20.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.1% 2023 22.4% 2022 31.2% 2021 5.4% 2020 36.7% 2019 9.8% 2018 5.1% 2017 -3% 2016 29.1% 2015 4.7% Fund Manager information for Franklin India Taxshield
Name Since Tenure Data below for Franklin India Taxshield as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. JM Tax Gain Fund
JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (23 Jan 26) ₹46.6654 ↓ -0.80 (-1.69 %) Net Assets (Cr) ₹226 on 31 Dec 25 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.15 Information Ratio 0.65 Alpha Ratio -4.83 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 23 Jan 26 Duration Returns 1 Month -7.3% 3 Month -6.9% 6 Month -4.9% 1 Year 1.7% 3 Year 17.6% 5 Year 16% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.5% 2023 29% 2022 30.9% 2021 0.5% 2020 32.2% 2019 18.3% 2018 14.9% 2017 -4.6% 2016 42.6% 2015 5.2% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Data below for JM Tax Gain Fund as on 31 Dec 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 (23 Jan 26) ₹154.12 ↓ -2.09 (-1.34 %) Net Assets (Cr) ₹1,402 on 31 Dec 25 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.36 Information Ratio 0.01 Alpha Ratio -10.85 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 23 Jan 26 Duration Returns 1 Month -3.8% 3 Month -4.3% 6 Month -5.2% 1 Year -0.9% 3 Year 15.2% 5 Year 15.8% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.5% 2023 21.6% 2022 34.8% 2021 -1.3% 2020 41.5% 2019 31.2% 2018 14.6% 2017 -16.3% 2016 57.7% 2015 -1.2% Fund Manager information for BOI AXA Tax Advantage Fund
Name Since Tenure Data below for BOI AXA Tax Advantage Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Kotak Tax Saver Fund
Kotak Tax Saver Fund
Growth Launch Date 23 Nov 05 NAV (23 Jan 26) ₹112.525 ↓ -1.66 (-1.45 %) Net Assets (Cr) ₹6,452 on 31 Dec 25 Category Equity - ELSS AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.76 Sharpe Ratio -0.19 Information Ratio -0.35 Alpha Ratio -5.73 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Kotak Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -4.3% 3 Month -4.5% 6 Month -4.1% 1 Year 3.2% 3 Year 13.8% 5 Year 15.2% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 1.8% 2023 21.8% 2022 23.6% 2021 6.9% 2020 33.2% 2019 14.9% 2018 12.7% 2017 -3.8% 2016 33.8% 2015 7.5% Fund Manager information for Kotak Tax Saver Fund
Name Since Tenure Data below for Kotak Tax Saver Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. ICICI Prudential Long Term Equity Fund (Tax Saving)
ICICI Prudential Long Term Equity Fund (Tax Saving)
Growth Launch Date 19 Aug 99 NAV (23 Jan 26) ₹914.74 ↓ -11.76 (-1.27 %) Net Assets (Cr) ₹14,769 on 31 Dec 25 Category Equity - ELSS AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.36 Information Ratio -0.08 Alpha Ratio 2.2 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for ICICI Prudential Long Term Equity Fund (Tax Saving)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26 Duration Returns 1 Month -5.1% 3 Month -5.4% 6 Month -2% 1 Year 7.6% 3 Year 14.7% 5 Year 14.9% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 9.9% 2023 16.4% 2022 23.2% 2021 2.3% 2020 33.7% 2019 13.6% 2018 8.8% 2017 0.5% 2016 26% 2015 3.9% Fund Manager information for ICICI Prudential Long Term Equity Fund (Tax Saving)
Name Since Tenure Data below for ICICI Prudential Long Term Equity Fund (Tax Saving) as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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Research Highlights for Motilal Oswal Long Term Equity Fund