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6 മികച്ച പ്രകടനം നടത്തുന്ന ടാക്സ് സേവിംഗ് മ്യൂച്വൽ ഫണ്ടുകൾ 2022
നികുതി സീസൺ അടുത്തിരിക്കുന്നതിനാൽ, നിക്ഷേപം നടത്തുന്ന നിക്ഷേപകർELSS എല്ലായ്‌പ്പോഴും മികച്ച പ്രകടനം നടത്തുന്ന ഫണ്ടുകളിലേക്ക് നോക്കുകവിപണി. പല നിക്ഷേപകരും ഒരു ഫണ്ട് തിരഞ്ഞെടുക്കുന്നത് ബുദ്ധിമുട്ടുള്ളതിനാൽ, ELSS വിഭാഗത്തിലെ ചില മികച്ച പ്രകടനം നടത്തുന്നവരെ നിർദ്ദേശിക്കാൻ ഞങ്ങൾ ഇവിടെയുണ്ട്.
നിക്ഷേപകർക്ക് ഈ ഫണ്ടുകളിൽ നിക്ഷേപിക്കാനും ഓരോ വർഷവും 1.5 ലക്ഷം രൂപ വരെ ലാഭിക്കാനും കഴിയുംസെക്ഷൻ 80 സി യുടെആദായ നികുതി നിയമം 1961. ELSS സ്കീമുകൾക്ക് കുറഞ്ഞത് 3 വർഷത്തെ ലോക്ക്-ഇൻ കാലയളവ് ഉണ്ട്. ഞങ്ങൾ ശുപാർശ ചെയ്യുന്ന ഏറ്റവും മികച്ച നികുതി ലാഭിക്കൽമ്യൂച്വൽ ഫണ്ടുകൾ AUM പോലെയുള്ള ചില പ്രധാന പാരാമീറ്ററുകൾ ഏറ്റെടുത്തുകൊണ്ട് ശ്രദ്ധാപൂർവ്വം ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്,അല്ല, മുൻകാല പ്രകടനങ്ങൾ മുതലായവ.
അങ്ങനെ, നിക്ഷേപകർക്ക് അവരുടെ നികുതി ലാഭം എളുപ്പത്തിൽ ആസൂത്രണം ചെയ്യാൻ കഴിയുംനിക്ഷേപിക്കുന്നു ഈ ഫണ്ടുകളിൽ.
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മികച്ച പ്രകടനം കാഴ്ചവെക്കുന്ന ടാക്സ് സേവിംഗ് മ്യൂച്വൽ ഫണ്ടുകൾ
To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation.. Tata India Tax Savings Fund is a Equity - ELSS fund was launched on 13 Oct 14. It is a fund with Moderately High risk and has given a Below is the key information for Tata India Tax Savings 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. 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 Below is the key information for IDFC Tax Advantage (ELSS) Fund 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 To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors, the scheme aims at providing returns through capital appreciation. Principal Tax Savings 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 Principal Tax Savings 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 HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a 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 generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities. Invesco India Tax Plan is a Equity - ELSS fund was launched on 29 Dec 06. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Tax Plan Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Tata India Tax Savings Fund Growth ₹42.0043
↓ -0.01 ₹4,335 2.2 -5.3 7.2 15.3 22.4 19.5 IDFC Tax Advantage (ELSS) Fund Growth ₹146.013
↓ -0.13 ₹6,597 4.1 -3 3.5 14.3 27.9 13.1 L&T Tax Advantage Fund Growth ₹125.594
↑ 0.18 ₹3,871 1.8 -4.6 8.7 17.7 23.4 33 Principal Tax Savings Fund Growth ₹486.758
↓ -0.78 ₹1,288 3.9 -1.1 6.2 14.8 23.5 15.8 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 Invesco India Tax Plan Growth ₹119.39
↑ 0.39 ₹2,638 1.3 -5.1 8 15.5 21.4 25.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Apr 25 1. Tata India Tax Savings Fund
CAGR/Annualized return of 14.6% since its launch. Ranked 1 in ELSS category. Return for 2024 was 19.5% , 2023 was 24% and 2022 was 5.9% . Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (29 Apr 25) ₹42.0043 ↓ -0.01 (-0.02 %) Net Assets (Cr) ₹4,335 on 31 Mar 25 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0 Sharpe Ratio 0.22 Information Ratio -0.15 Alpha Ratio 3.19 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹16,724 31 Mar 22 ₹20,336 31 Mar 23 ₹20,326 31 Mar 24 ₹27,013 31 Mar 25 ₹29,622 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 2.3% 3 Month 2.2% 6 Month -5.3% 1 Year 7.2% 3 Year 15.3% 5 Year 22.4% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.5% 2023 24% 2022 5.9% 2021 30.4% 2020 11.9% 2019 13.6% 2018 -8.4% 2017 46% 2016 2.1% 2015 13.3% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Sailesh Jain 16 Dec 21 3.29 Yr. Tejas Gutka 9 Mar 21 4.07 Yr. Data below for Tata India Tax Savings Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 33.88% Consumer Cyclical 14.5% Industrials 13.1% Basic Materials 7.09% Technology 6.93% Energy 5.3% Communication Services 4.05% Health Care 3.52% Utility 2.85% Real Estate 2.33% Consumer Defensive 1.24% Asset Allocation
Asset Class Value Cash 5.21% Equity 94.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK7% ₹315 Cr 1,725,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK7% ₹287 Cr 2,125,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY4% ₹182 Cr 1,160,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹172 Cr 1,350,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN4% ₹168 Cr 2,175,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL4% ₹163 Cr 940,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322153% ₹143 Cr 1,300,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 5325553% ₹123 Cr 3,451,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹123 Cr 352,147 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5000342% ₹96 Cr 107,000 2. IDFC Tax Advantage (ELSS) Fund
CAGR/Annualized return of 17.8% since its launch. Ranked 3 in ELSS category. Return for 2024 was 13.1% , 2023 was 28.3% and 2022 was 4.2% . IDFC Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (29 Apr 25) ₹146.013 ↓ -0.13 (-0.09 %) Net Assets (Cr) ₹6,597 on 31 Mar 25 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio -0.2 Information Ratio -0.23 Alpha Ratio -3.29 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹19,952 31 Mar 22 ₹26,175 31 Mar 23 ₹26,363 31 Mar 24 ₹36,708 31 Mar 25 ₹37,731 Returns for IDFC Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 3.4% 3 Month 4.1% 6 Month -3% 1 Year 3.5% 3 Year 14.3% 5 Year 27.9% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.1% 2023 28.3% 2022 4.2% 2021 49.2% 2020 18.7% 2019 1.9% 2018 -9.4% 2017 53.4% 2016 0.4% 2015 6.9% Fund Manager information for IDFC Tax Advantage (ELSS) Fund
Name Since Tenure Daylynn Pinto 20 Oct 16 8.45 Yr. Ritika Behera 7 Oct 23 1.48 Yr. Gaurav Satra 10 Jun 24 0.81 Yr. Data below for IDFC Tax Advantage (ELSS) Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 31.67% Basic Materials 9.05% Consumer Cyclical 9.02% Consumer Defensive 8.24% Technology 8.2% Energy 7.12% Health Care 6.87% Industrials 6.78% Communication Services 2.63% Utility 2.32% Real Estate 1.26% Asset Allocation
Asset Class Value Cash 6.83% Equity 93.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK8% ₹521 Cr 2,850,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE6% ₹408 Cr 3,200,000
↑ 100,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK6% ₹364 Cr 2,700,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 5322155% ₹320 Cr 2,900,000
↑ 100,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS4% ₹252 Cr 700,000
↑ 25,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY3% ₹212 Cr 1,350,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL3% ₹173 Cr 1,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK3% ₹168 Cr 775,000
↑ 25,000 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 5322862% ₹137 Cr 1,500,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Aug 17 | 5000932% ₹121 Cr 1,900,000 3. L&T Tax Advantage Fund
CAGR/Annualized return of 14.1% 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 (29 Apr 25) ₹125.594 ↑ 0.18 (0.14 %) 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 31 Mar 20 ₹10,000 31 Mar 21 ₹17,157 31 Mar 22 ₹20,223 31 Mar 23 ₹19,900 31 Mar 24 ₹27,682 31 Mar 25 ₹31,345 Returns for L&T Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 2.2% 3 Month 1.8% 6 Month -4.6% 1 Year 8.7% 3 Year 17.7% 5 Year 23.4% 10 Year 15 Year Since launch 14.1% 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 2.35 Yr. Sonal Gupta 21 Jul 21 3.7 Yr. Abhishek Gupta 1 Mar 24 1.08 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 4. Principal Tax Savings Fund
CAGR/Annualized return of 15.9% since its launch. Ranked 8 in ELSS category. Return for 2024 was 15.8% , 2023 was 24.5% and 2022 was 4.3% . Principal Tax Savings Fund
Growth Launch Date 31 Mar 96 NAV (29 Apr 25) ₹486.758 ↓ -0.78 (-0.16 %) Net Assets (Cr) ₹1,288 on 31 Mar 25 Category Equity - ELSS AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.26 Sharpe Ratio 0.02 Information Ratio -0.26 Alpha Ratio -0.34 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹17,162 31 Mar 22 ₹21,396 31 Mar 23 ₹21,311 31 Mar 24 ₹29,041 31 Mar 25 ₹30,850 Returns for Principal Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 3.5% 3 Month 3.9% 6 Month -1.1% 1 Year 6.2% 3 Year 14.8% 5 Year 23.5% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.8% 2023 24.5% 2022 4.3% 2021 32.1% 2020 18.9% 2019 2.5% 2018 -9.2% 2017 48.8% 2016 6.2% 2015 2.7% Fund Manager information for Principal Tax Savings Fund
Name Since Tenure Sudhir Kedia 29 Oct 19 5.42 Yr. Rohit Seksaria 1 Jan 22 3.25 Yr. Data below for Principal Tax Savings Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 32.79% Industrials 12.06% Consumer Cyclical 10.9% Health Care 6.9% Technology 6.68% Basic Materials 5.68% Consumer Defensive 5.67% Energy 5.47% Communication Services 5.18% Utility 1.94% Asset Allocation
Asset Class Value Cash 6.17% Equity 93.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK9% ₹118 Cr 644,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹99 Cr 737,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE4% ₹55 Cr 434,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT4% ₹47 Cr 134,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY3% ₹43 Cr 276,000
↓ -30,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN3% ₹41 Cr 532,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5322153% ₹34 Cr 311,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Oct 22 | INDIGO2% ₹32 Cr 62,000
↓ -1,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 14 | 5325382% ₹31 Cr 27,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 8901572% ₹29 Cr 221,000 5. HDFC Long Term Advantage Fund
CAGR/Annualized return of 21.4% since its launch. Ranked 23 in ELSS category. . 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 31 Mar 20 ₹10,000 31 Mar 21 ₹17,787
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 29 Apr 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 6. Invesco India Tax Plan
CAGR/Annualized return of 14.5% since its launch. Ranked 17 in ELSS category. Return for 2024 was 25.2% , 2023 was 30.9% and 2022 was -7.7% . Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (29 Apr 25) ₹119.39 ↑ 0.39 (0.33 %) Net Assets (Cr) ₹2,638 on 31 Mar 25 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.14 Information Ratio -0.28 Alpha Ratio 2.26 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹16,599 31 Mar 22 ₹19,855 31 Mar 23 ₹18,491 31 Mar 24 ₹26,109 31 Mar 25 ₹28,196 Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 4.2% 3 Month 1.3% 6 Month -5.1% 1 Year 8% 3 Year 15.5% 5 Year 21.4% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.2% 2023 30.9% 2022 -7.7% 2021 32.6% 2020 19.2% 2019 9.4% 2018 -1.3% 2017 35.7% 2016 3.4% 2015 5.8% Fund Manager information for Invesco India Tax Plan
Name Since Tenure Amit Nigam 3 Sep 20 4.58 Yr. Dhimant Kothari 29 Mar 18 7.01 Yr. Data below for Invesco India Tax Plan as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 24.91% Consumer Cyclical 17.39% Industrials 16.54% Technology 11.38% Health Care 9.78% Consumer Defensive 6.05% Basic Materials 5.31% Energy 3.17% Communication Services 2.19% Utility 1.84% Real Estate 1% Asset Allocation
Asset Class Value Cash 0.44% Equity 99.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK7% ₹185 Cr 1,012,536 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322154% ₹107 Cr 972,099 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK4% ₹97 Cr 718,937
↓ -125,262 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 23 | TCS3% ₹69 Cr 189,981 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000343% ₹68 Cr 76,554
↑ 18,229 PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 5390063% ₹67 Cr 44,617
↓ -736 Metro Brands Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | 5434262% ₹66 Cr 648,682
↑ 95,283 Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY2% ₹64 Cr 409,819
↑ 52,053 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | EICHERMOT2% ₹63 Cr 117,657 LTIMindtree Ltd (Technology)
Equity, Since 30 Sep 24 | LTIM2% ₹60 Cr 133,524
↑ 4,004
ഇക്വിറ്റി ലിങ്ക്ഡ് സേവിംഗ് സ്കീമിലെ നികുതി ലാഭിക്കൽ
ELSS ഉപയോഗിച്ചും അല്ലാതെയും നികുതി ലാഭം താരതമ്യം ചെയ്തുകൊണ്ട് നമുക്ക് നികുതി ആനുകൂല്യങ്ങൾ പരിശോധിക്കാം:
| വിശേഷങ്ങൾ | നികുതി ആസൂത്രണം (ELSS) | നികുതി ആസൂത്രണം ഇല്ല |
|---|---|---|
| ആകെ മൊത്തംവരുമാനം | 8,00,000 | 8,00,000 |
| നികുതിയിൽ നിന്ന് ഒഴിവാക്കൽ | 1,50,000 | ഇല്ല |
| ആകെനികുതി ബാധ്യമായ വരുമാനം | 6,50,000 | 8,00,000 |
| അടക്കേണ്ട നികുതി | 32,500 | 62,500 |
| സംരക്ഷിച്ച തുക | 30,000 | ഇല്ല |
അതിനാൽ, ELSS-ൽ നിക്ഷേപിക്കുന്നതിലൂടെ ലാഭിക്കുന്ന ആകെ തുക 30,000 രൂപയാണ്.
നികുതി ലാഭിക്കുന്ന മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നതിന്റെ നേട്ടങ്ങൾ
നികുതി ആനുകൂല്യങ്ങൾക്കൊപ്പം, ELSS നിങ്ങൾക്ക് ഇനിപ്പറയുന്ന നേട്ടങ്ങളും വാഗ്ദാനം ചെയ്യുന്നു:
ഇക്വിറ്റി റിട്ടേൺസ്
ഇ‌എൽ‌എസ്‌എസ് ഇക്വിറ്റിയുടെയും നികുതി ലാഭത്തിന്റെയും സംയോജനമായതിനാൽ, ഓഹരി വിപണി വളരുന്നതിനനുസരിച്ച് നിങ്ങൾ നിക്ഷേപിക്കുന്ന പണവും വർദ്ധിക്കുന്നു. അതിനാൽ, നിക്ഷേപകർക്ക് ഇക്വിറ്റി മാർക്കറ്റിൽ നിന്ന് വരുമാനം നേടാനും കഴിയും. അതിനാൽ, ദീർഘകാല സമ്പത്ത് സൃഷ്ടിക്കുന്നതിനുള്ള ഒരു വഴി കൂടിയാണ് ELSS.
SIP ആനുകൂല്യങ്ങൾ
ഒറ്റത്തവണ തുക നിക്ഷേപിക്കുന്നതിനുപകരം, ഒരു വഴി പ്രതിമാസം നിക്ഷേപിച്ച് നിക്ഷേപകർക്ക് എളുപ്പവഴി തിരഞ്ഞെടുക്കാംഎസ്.ഐ.പി. ഒരു എസ്‌ഐ‌പി ഉപയോഗിച്ച് ഒരാൾക്ക് 500 രൂപ വരെ നിക്ഷേപിക്കാം, ഇത് നിക്ഷേപകർക്ക് ഏറ്റവും താങ്ങാനാവുന്ന നികുതി ആസൂത്രണവും നിക്ഷേപ മാർഗവുമാക്കുന്നു.
ഏറ്റവും കുറഞ്ഞ ലോക്ക്-ഇൻ കാലയളവ്
ELSS-ന് 3 വർഷത്തെ ലോക്ക്-ഇൻ കാലയളവ് ഉണ്ട്, ഇത് മറ്റെല്ലാ നികുതി ലാഭിക്കൽ ഉപകരണങ്ങളിലും ഏറ്റവും കുറഞ്ഞ ലോക്ക്-ഇൻ കാലയളവാണ്.
ELSS ഫണ്ടുകളിൽ ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?
Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.
നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക
രേഖകൾ അപ്‌ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.
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