+91-22-4891390911 सर्वोत्तम कर बचत ELSS म्युच्युअल फंड 2022
सर्वोत्तम elss फंड किंवा इक्विटी लिंक्ड बचत योजना इक्विटी वैविध्यपूर्ण आहेतम्युच्युअल फंड जे प्रदान करण्यासाठी इक्विटी-लिंक्ड साधनांमध्ये (जसे की शेअर्स आणि स्टॉक) गुंतवणूक करतातबाजार- लिंक्ड रिटर्न आणि थेट कर वाचविण्यात मदतउत्पन्न. सामान्यतः, फंड कॉर्पसपैकी 80% इक्विटीमध्ये आणि उर्वरित कर्ज साधनांमध्ये गुंतवले जाते.
ELSS फंडांना टॅक्स सेव्हिंग म्युच्युअल फंड म्हणूनही ओळखले जाते कारण ते अंतर्गत कर लाभ देतातकलम 80C याआयकर कायदा. शिवाय, ELSS म्युच्युअल फंड हे ओपन-एंडेड आहेत, याचा अर्थ गुंतवणूकदार त्यांना पाहिजे तेव्हा या फंडांमध्ये सदस्यत्व घेऊ शकतात.
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ELSS फंडात कोण गुंतवणूक करू शकते?
साधारणपणे, ELSS म्युच्युअल फंड सर्व प्रकारच्या गुंतवणूकदारांसाठी योग्य असतात जे बाजाराशी संबंधित जोखीम घेण्यास इच्छुक असतात.कर नियोजन आणि पैशांची बचत. कोणीही त्यांच्या आयुष्यातील कोणत्याही वेळी ELSS फंडांमध्ये गुंतवणूक करू शकतो. तथापि, तुमच्या करिअरच्या सुरुवातीच्या काळात कर बचत ELSS फंडांमध्ये गुंतवणूक करण्याचे सुचवले आहे जेणेकरून तुमचे पैसे कालांतराने वाढतील आणि तुम्हाला चांगले परतावा मिळेल.
म्हणून, कर वाचवा आणि एकाच वेळी चांगले परतावा मिळवागुंतवणूक सर्वोत्तम ELSS फंडांमध्ये. गुंतवणूकदारांनी हे लक्षात ठेवले पाहिजे की ELSS फंडांमध्ये गुंतवलेली रक्कम 3 वर्षांसाठी लॉक केलेली आहे.
गुंतवणूकदार ELSS म्युच्युअल फंडात एकरकमी (एक वेळ) गुंतवणूक करू शकतातSIP (पद्धतशीरगुंतवणूक योजना). नवशिक्यांसाठी सल्ला दिला जातो की साधारणपणे SIP वापरून गुंतवणूक करावी कारण ते त्यांच्यासाठी अधिक योग्य आहे.
इतर कर बचत पर्याय?
ELSS प्रमाणेच कलम 80c अंतर्गत इतर पर्यायांमध्ये हे समाविष्ट आहे:जीवन विमा प्रीमियम,कर बचत मुदत ठेवी,पीपीएफ,NSC,ईपीएफ, युनिट लिंक्ड इक्विटी योजना (युलिप). कलम 80c अंतर्गत बचतीची एकत्रित मर्यादा प्रत्येक आर्थिक वर्षासाठी 1.5 लाख इतकी मर्यादित आहे हे एखाद्याला माहित असले पाहिजे.
आर्थिक वर्ष 22 - 23 मधील गुंतवणुकीसाठी शीर्ष 11 सर्वोत्तम कामगिरी करणारे ELSS म्युच्युअल फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Tata India Tax Savings Fund Growth ₹45.6588
↑ 0.30 ₹4,091 2.4 -0.3 9.2 16.8 15 4.9 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 9.7 15.1 16.9 20.8 10 BNP Paribas Long Term Equity Fund (ELSS) Growth ₹97.2675
↑ 0.60 ₹809 0.3 -0.8 7.7 19.1 14.3 4.8 BOI AXA Tax Advantage Fund Growth ₹165.26
↑ 0.90 ₹1,260 5.9 2 9.6 18 16 -3.5 Sundaram Diversified Equity Fund Growth ₹217.303
↑ 1.90 ₹1,212 -2.3 -3.9 3.3 12.7 12.9 7.1 JM Tax Gain Fund Growth ₹47.3236
↑ 0.47 ₹196 -1.4 -6.5 3.9 18.3 15.8 2.5 Invesco India Tax Plan Growth ₹118.61
↑ 1.21 ₹2,293 -1 -8.7 -0.1 15.7 12.3 -2.8 Edelweiss Long Term Equity Fund Growth ₹113.27
↑ 0.80 ₹395 0.4 -0.9 10 17 14.4 6.7 UTI Long Term Equity Fund Growth ₹200.478
↑ 1.66 ₹3,175 -2.7 -5.3 2.2 13.4 11.6 4.5 LIC MF Tax Plan Growth ₹146.31
↑ 1.45 ₹915 -2.5 -6.6 -1.7 14.1 12.6 0.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Apr 26 Research Highlights & Commentary of 11 Funds showcased
Commentary Tata India Tax Savings Fund HDFC Long Term Advantage Fund IDBI Equity Advantage Fund BNP Paribas Long Term Equity Fund (ELSS) BOI AXA Tax Advantage Fund Sundaram Diversified Equity Fund JM Tax Gain Fund Invesco India Tax Plan Edelweiss Long Term Equity Fund UTI Long Term Equity Fund LIC MF Tax Plan Point 1 Highest AUM (₹4,091 Cr). Upper mid AUM (₹1,318 Cr). Bottom quartile AUM (₹485 Cr). Lower mid AUM (₹809 Cr). Upper mid AUM (₹1,260 Cr). Lower mid AUM (₹1,212 Cr). Bottom quartile AUM (₹196 Cr). Upper mid AUM (₹2,293 Cr). Bottom quartile AUM (₹395 Cr). Top quartile AUM (₹3,175 Cr). Lower mid AUM (₹915 Cr). Point 2 Established history (11+ yrs). Established history (25+ yrs). Established history (12+ yrs). Established history (20+ yrs). Established history (17+ yrs). Established history (26+ yrs). Established history (18+ yrs). Established history (19+ yrs). Established history (17+ yrs). Established history (26+ yrs). Oldest track record among peers (27 yrs). Point 3 Top rated. Rating: 3★ (lower mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (top quartile). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 1★ (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. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 15.02% (upper mid). 5Y return: 17.39% (top quartile). 5Y return: 9.97% (bottom quartile). 5Y return: 14.33% (lower mid). 5Y return: 15.99% (top quartile). 5Y return: 12.87% (lower mid). 5Y return: 15.79% (upper mid). 5Y return: 12.28% (bottom quartile). 5Y return: 14.44% (upper mid). 5Y return: 11.62% (bottom quartile). 5Y return: 12.61% (lower mid). Point 6 3Y return: 16.76% (lower mid). 3Y return: 20.64% (top quartile). 3Y return: 20.84% (top quartile). 3Y return: 19.15% (upper mid). 3Y return: 18.05% (upper mid). 3Y return: 12.66% (bottom quartile). 3Y return: 18.29% (upper mid). 3Y return: 15.65% (lower mid). 3Y return: 17.02% (lower mid). 3Y return: 13.36% (bottom quartile). 3Y return: 14.06% (bottom quartile). Point 7 1Y return: 9.16% (upper mid). 1Y return: 35.51% (top quartile). 1Y return: 16.92% (top quartile). 1Y return: 7.75% (lower mid). 1Y return: 9.61% (upper mid). 1Y return: 3.32% (lower mid). 1Y return: 3.93% (lower mid). 1Y return: -0.10% (bottom quartile). 1Y return: 9.96% (upper mid). 1Y return: 2.21% (bottom quartile). 1Y return: -1.69% (bottom quartile). Point 8 Alpha: 1.67 (upper mid). Alpha: 1.75 (upper mid). Alpha: 1.78 (top quartile). Alpha: 1.05 (upper mid). Alpha: -1.23 (lower mid). Alpha: -2.05 (lower mid). Alpha: -2.80 (lower mid). Alpha: -6.26 (bottom quartile). Alpha: 2.03 (top quartile). Alpha: -3.22 (bottom quartile). Alpha: -9.01 (bottom quartile). Point 9 Sharpe: -0.37 (upper mid). Sharpe: 2.27 (top quartile). Sharpe: 1.21 (top quartile). Sharpe: -0.40 (upper mid). Sharpe: -0.57 (lower mid). Sharpe: -0.61 (lower mid). Sharpe: -0.68 (lower mid). Sharpe: -0.91 (bottom quartile). Sharpe: -0.35 (upper mid). Sharpe: -0.71 (bottom quartile). Sharpe: -1.11 (bottom quartile). Point 10 Information ratio: -0.09 (upper mid). Information ratio: -0.15 (lower mid). Information ratio: -1.13 (bottom quartile). Information ratio: 0.57 (top quartile). Information ratio: 0.25 (upper mid). Information ratio: -1.14 (bottom quartile). Information ratio: 0.32 (top quartile). Information ratio: -0.30 (lower mid). Information ratio: -0.04 (upper mid). Information ratio: -0.93 (bottom quartile). Information ratio: -0.52 (lower mid). Tata India Tax Savings Fund
HDFC Long Term Advantage Fund
IDBI Equity Advantage Fund
BNP Paribas Long Term Equity Fund (ELSS)
BOI AXA Tax Advantage Fund
Sundaram Diversified Equity Fund
JM Tax Gain Fund
Invesco India Tax Plan
Edelweiss Long Term Equity Fund
UTI Long Term Equity Fund
LIC MF Tax Plan
*वर शीर्ष यादी आहेELSS (इक्विटी लिंक्ड सेव्हिंग स्कीम) पेक्षा जास्त एयूएम/निव्वळ मालमत्ता असलेली500 कोटी आणि निधीचे वय >= ३ वर्षे.
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.. Research Highlights for Tata India Tax Savings Fund Below is the key information for Tata India 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 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 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 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 To achieve capital appreciation by investing
predominantly in equities and equity-related
instruments. A three-year lock-in period shall
apply in line with the regulation for ELSS
schemes. Research Highlights for Sundaram Diversified Equity Fund Below is the key information for Sundaram Diversified Equity 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 portfolio of predominantly equity and equity-related securities. Research Highlights for Invesco India Tax Plan Below is the key information for Invesco India Tax Plan Returns up to 1 year are on (Erstwhile Edelweiss ELSS Fund) The primary objective of the scheme is to generate long-term capital appreciation with an option of periodic payouts at the end of lock in periods from a portfolio that invests predominantly in equity and equity related instruments. Research Highlights for Edelweiss Long Term Equity Fund Below is the key information for Edelweiss Long Term Equity Fund Returns up to 1 year are on (Erstwhile UTI Long Term Equity Fund (Tax Saving)) The funds collected under the scheme shall be invested in equities, fully convertible debentures/ bonds and warrants of companies. Investment may also be made in issues of partly convertible debentures/bonds including those issued on rights basis subject to the condition that, as far as possible, the non-convertible portion of the debentures/bonds so acquired or subscribed shall be disinvested within a period of twelve months from their acquisition. Research Highlights for UTI Long Term Equity Fund Below is the key information for UTI Long Term Equity Fund Returns up to 1 year are on The investment objective of the scheme is to provide capital growth along with tax rebate and tax relief to our investors through prudent investments in the stock markets. However, there is no assurance that the investment objective of the Scheme will be realised. Research Highlights for LIC MF Tax Plan Below is the key information for LIC MF Tax Plan Returns up to 1 year are on 1. Tata India Tax Savings Fund
Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (21 Apr 26) ₹45.6588 ↑ 0.30 (0.66 %) Net Assets (Cr) ₹4,091 on 31 Mar 26 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.37 Information Ratio -0.09 Alpha Ratio 1.67 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,160 31 Mar 23 ₹12,153 31 Mar 24 ₹16,152 31 Mar 25 ₹17,712 31 Mar 26 ₹17,493 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Apr 26 Duration Returns 1 Month 7.9% 3 Month 2.4% 6 Month -0.3% 1 Year 9.2% 3 Year 16.8% 5 Year 15% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.9% 2023 19.5% 2022 24% 2021 5.9% 2020 30.4% 2019 11.9% 2018 13.6% 2017 -8.4% 2016 46% 2015 2.1% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Sailesh Jain 16 Dec 21 4.29 Yr. Data below for Tata India Tax Savings Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 34.54% Industrials 13.63% Consumer Cyclical 13% Basic Materials 7.18% Health Care 6.4% Communication Services 6.22% Energy 5.77% Technology 5.29% Utility 3.13% Real Estate 1.84% Consumer Defensive 1.06% Asset Allocation
Asset Class Value Cash 1.95% Equity 98.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL6% ₹254 Cr 1,426,428
↑ 1,426,428 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK6% ₹253 Cr 2,100,000 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK6% ₹251 Cr 3,425,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN5% ₹200 Cr 2,040,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹181 Cr 1,350,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 5325553% ₹128 Cr 3,451,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹123 Cr 352,147 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON3% ₹107 Cr 10,200,000 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 5004803% ₹104 Cr 230,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY2% ₹102 Cr 816,081 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 31 Mar 21 ₹10,000
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 21 Apr 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. 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 31 Mar 21 ₹10,000 31 Mar 22 ₹12,052 31 Mar 23 ₹12,027 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Apr 26 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 4. BNP Paribas Long Term Equity Fund (ELSS)
BNP Paribas Long Term Equity Fund (ELSS)
Growth Launch Date 5 Jan 06 NAV (21 Apr 26) ₹97.2675 ↑ 0.60 (0.62 %) Net Assets (Cr) ₹809 on 31 Mar 26 Category Equity - ELSS AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.21 Sharpe Ratio -0.4 Information Ratio 0.57 Alpha Ratio 1.05 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,474 31 Mar 23 ₹11,027 31 Mar 24 ₹15,668 31 Mar 25 ₹17,161 31 Mar 26 ₹17,045 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 21 Apr 26 Duration Returns 1 Month 7.2% 3 Month 0.3% 6 Month -0.8% 1 Year 7.7% 3 Year 19.1% 5 Year 14.3% 10 Year 15 Year Since launch 11.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.8% 2023 23.6% 2022 31.3% 2021 -2.1% 2020 23.6% 2019 17.8% 2018 14.3% 2017 -9.3% 2016 42.3% 2015 -6.6% Fund Manager information for BNP Paribas Long Term Equity Fund (ELSS)
Name Since Tenure Sanjay Chawla 14 Mar 22 4.05 Yr. Pratish Krishnan 14 Mar 22 4.05 Yr. Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 30.11% Consumer Cyclical 15.46% Industrials 11.33% Technology 10.55% Basic Materials 8.54% Health Care 5.76% Energy 4.68% Consumer Defensive 3.97% Communication Services 3.2% Utility 1.44% Asset Allocation
Asset Class Value Cash 4.92% Equity 95.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK6% ₹48 Cr 656,320 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | ICICIBANK5% ₹40 Cr 329,900 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE5% ₹38 Cr 281,800
↑ 26,000 State Bank of India (Financial Services)
Equity, Since 31 Mar 22 | SBIN3% ₹27 Cr 278,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 19 | BHARTIARTL3% ₹26 Cr 144,966 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 23 | POWERINDIA3% ₹21 Cr 8,766
↓ -1,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT3% ₹21 Cr 60,000
↑ 3,780 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 25 | 5004803% ₹20 Cr 45,502 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5323433% ₹20 Cr 60,500 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 24 | 5001032% ₹20 Cr 821,380 5. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (21 Apr 26) ₹165.26 ↑ 0.90 (0.55 %) Net Assets (Cr) ₹1,260 on 31 Mar 26 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.57 Information Ratio 0.25 Alpha Ratio -1.23 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,399 31 Mar 23 ₹12,357 31 Mar 24 ₹19,093 31 Mar 25 ₹19,073 31 Mar 26 ₹18,602 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Apr 26 Duration Returns 1 Month 8.7% 3 Month 5.9% 6 Month 2% 1 Year 9.6% 3 Year 18% 5 Year 16% 10 Year 15 Year Since launch 17.7% 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 Alok Singh 27 Apr 22 3.93 Yr. Data below for BOI AXA Tax Advantage Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 25.9% Industrials 17.39% Basic Materials 16.84% Consumer Cyclical 9.84% Consumer Defensive 7.41% Utility 5.12% Technology 4.11% Communication Services 3.33% Energy 2.4% Health Care 1.99% Real Estate 0.1% Asset Allocation
Asset Class Value Cash 5.44% Equity 94.43% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 5002954% ₹56 Cr 850,000
↑ 610,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN4% ₹54 Cr 552,000
↑ 82,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL3% ₹42 Cr 235,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK3% ₹40 Cr 335,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL3% ₹40 Cr 114,000
↑ 9,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹39 Cr 1,041,000
↑ 86,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK3% ₹37 Cr 510,000 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 May 24 | 5433493% ₹37 Cr 142,759
↓ -7,241 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | UNOMINDA3% ₹34 Cr 330,439
↑ 96,628 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | ITC3% ₹32 Cr 1,120,000
↓ -220,000 6. Sundaram Diversified Equity Fund
Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (21 Apr 26) ₹217.303 ↑ 1.90 (0.88 %) Net Assets (Cr) ₹1,212 on 31 Mar 26 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.61 Information Ratio -1.14 Alpha Ratio -2.05 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,061 31 Mar 23 ₹12,191 31 Mar 24 ₹15,955 31 Mar 25 ₹16,770 31 Mar 26 ₹15,976 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Apr 26 Duration Returns 1 Month 6.4% 3 Month -2.3% 6 Month -3.9% 1 Year 3.3% 3 Year 12.7% 5 Year 12.9% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.1% 2023 12% 2022 23.3% 2021 4% 2020 31.5% 2019 9.9% 2018 6.2% 2017 -10.6% 2016 38.4% 2015 6.8% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure Rohit Seksaria 24 Feb 21 5.1 Yr. Data below for Sundaram Diversified Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 25.87% Consumer Cyclical 12.02% Industrials 10.26% Utility 9.46% Energy 9.4% Technology 7.83% Basic Materials 7.12% Consumer Defensive 6.93% Health Care 4.44% Communication Services 3.53% Real Estate 0.45% Asset Allocation
Asset Class Value Cash 2.67% Equity 97.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK7% ₹85 Cr 1,162,000
↑ 15,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE6% ₹73 Cr 545,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK5% ₹64 Cr 529,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322155% ₹56 Cr 480,000
↑ 10,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN4% ₹52 Cr 530,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY4% ₹50 Cr 400,000 NTPC Ltd (Utilities)
Equity, Since 31 Oct 24 | 5325554% ₹45 Cr 1,215,766 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL4% ₹43 Cr 240,000 Force Motors Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | 5000333% ₹38 Cr 19,735 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹36 Cr 103,000 7. JM Tax Gain Fund
JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (21 Apr 26) ₹47.3236 ↑ 0.47 (1.00 %) Net Assets (Cr) ₹196 on 31 Mar 26 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.68 Information Ratio 0.32 Alpha Ratio -2.8 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,128 31 Mar 23 ₹12,034 31 Mar 24 ₹17,400 31 Mar 25 ₹19,224 31 Mar 26 ₹18,165 Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Apr 26 Duration Returns 1 Month 7.6% 3 Month -1.4% 6 Month -6.5% 1 Year 3.9% 3 Year 18.3% 5 Year 15.8% 10 Year 15 Year Since launch 8.9% 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 Satish Ramanathan 1 Oct 24 1.5 Yr. Asit Bhandarkar 31 Dec 21 4.25 Yr. Ruchi Fozdar 4 Oct 24 1.49 Yr. Deepak Gupta 11 Apr 25 0.97 Yr. Data below for JM Tax Gain Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 28.74% Consumer Cyclical 16.59% Industrials 11.66% Technology 9.81% Basic Materials 9.25% Health Care 8.13% Consumer Defensive 3.8% Energy 3.43% Real Estate 3.21% Communication Services 2.85% Asset Allocation
Asset Class Value Cash 2.52% Equity 97.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK4% ₹9 Cr 98,262 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT4% ₹8 Cr 18,447
↓ -1,200 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 25 | RELIANCE3% ₹7 Cr 53,400 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK3% ₹7 Cr 48,500 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | KARURVYSYA3% ₹6 Cr 199,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹6 Cr 32,950 Lupin Ltd (Healthcare)
Equity, Since 31 May 25 | LUPIN3% ₹6 Cr 25,000 Travel Food Services Ltd (Consumer Cyclical)
Equity, Since 31 Jul 25 | TRAVELFOOD3% ₹6 Cr 45,598
↓ -4,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jul 25 | POLYCAB3% ₹6 Cr 6,500 Vedanta Ltd (Basic Materials)
Equity, Since 31 Oct 25 | VEDL2% ₹5 Cr 75,500 8. Invesco India Tax Plan
Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (21 Apr 26) ₹118.61 ↑ 1.21 (1.03 %) Net Assets (Cr) ₹2,293 on 31 Mar 26 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio -0.91 Information Ratio -0.3 Alpha Ratio -6.26 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,962 31 Mar 23 ₹11,140 31 Mar 24 ₹15,730 31 Mar 25 ₹16,987 31 Mar 26 ₹15,463 Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Apr 26 Duration Returns 1 Month 8.6% 3 Month -1% 6 Month -8.7% 1 Year -0.1% 3 Year 15.7% 5 Year 12.3% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 -2.8% 2023 25.2% 2022 30.9% 2021 -7.7% 2020 32.6% 2019 19.2% 2018 9.4% 2017 -1.3% 2016 35.7% 2015 3.4% Fund Manager information for Invesco India Tax Plan
Name Since Tenure Deepesh Kashyap 1 Jul 25 0.75 Yr. Data below for Invesco India Tax Plan as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 30.31% Consumer Cyclical 18.51% Industrials 17.75% Health Care 9.62% Technology 7.73% Basic Materials 5.11% Real Estate 4.34% Consumer Defensive 3% Energy 2.22% Communication Services 1.02% Asset Allocation
Asset Class Value Cash 0.38% Equity 99.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK4% ₹81 Cr 674,121
↓ -18,861 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK3% ₹77 Cr 1,049,483
↓ -118,738 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5322153% ₹64 Cr 552,155
↑ 126,844 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 25 | MCX2% ₹55 Cr 232,041
↓ -41,814 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000342% ₹51 Cr 637,430
↑ 83,987 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 26 | RELIANCE2% ₹51 Cr 378,761 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Nov 22 | APOLLOHOSP2% ₹50 Cr 67,573 Tech Mahindra Ltd (Technology)
Equity, Since 31 Dec 25 | 5327552% ₹49 Cr 355,542
↓ -85,935 Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Sep 24 | 5432532% ₹49 Cr 2,740,826 Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY2% ₹46 Cr 368,530 9. Edelweiss Long Term Equity Fund
Edelweiss Long Term Equity Fund
Growth Launch Date 30 Dec 08 NAV (21 Apr 26) ₹113.27 ↑ 0.80 (0.71 %) Net Assets (Cr) ₹395 on 31 Mar 26 Category Equity - ELSS AMC Edelweiss Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.34 Sharpe Ratio -0.35 Information Ratio -0.04 Alpha Ratio 2.03 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,978 31 Mar 23 ₹11,827 31 Mar 24 ₹16,054 31 Mar 25 ₹17,228 31 Mar 26 ₹17,116 Returns for Edelweiss Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Apr 26 Duration Returns 1 Month 7.7% 3 Month 0.4% 6 Month -0.9% 1 Year 10% 3 Year 17% 5 Year 14.4% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.7% 2023 20% 2022 26.8% 2021 -0.1% 2020 30.4% 2019 13.7% 2018 9.2% 2017 -9.1% 2016 37.7% 2015 -1.1% Fund Manager information for Edelweiss Long Term Equity Fund
Name Since Tenure Ashwani Agarwalla 1 Aug 23 2.67 Yr. Trideep Bhattacharya 1 Aug 23 2.67 Yr. Raj Koradia 1 Aug 24 1.67 Yr. Data below for Edelweiss Long Term Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 35.35% Consumer Cyclical 11.15% Technology 10.18% Industrials 9.4% Health Care 7.96% Energy 7.53% Basic Materials 5.18% Consumer Defensive 3.97% Communication Services 3.79% Utility 3.29% Real Estate 1% Asset Allocation
Asset Class Value Cash 1.2% Equity 98.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE5% ₹21 Cr 154,769 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | HDFCBANK5% ₹18 Cr 249,864 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL4% ₹15 Cr 84,003 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK3% ₹12 Cr 102,311 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 15 | LT3% ₹12 Cr 33,431 State Bank of India (Financial Services)
Equity, Since 31 May 18 | SBIN3% ₹11 Cr 111,376 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Aug 24 | MCX3% ₹10 Cr 42,695 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE2% ₹9 Cr 34,841 NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | 5325552% ₹9 Cr 243,851 Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Dec 24 | 5333982% ₹9 Cr 28,474 10. UTI Long Term Equity Fund
UTI Long Term Equity Fund
Growth Launch Date 15 Dec 99 NAV (21 Apr 26) ₹200.478 ↑ 1.66 (0.83 %) Net Assets (Cr) ₹3,175 on 31 Mar 26 Category Equity - ELSS AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.71 Information Ratio -0.93 Alpha Ratio -3.22 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,892 31 Mar 23 ₹11,346 31 Mar 24 ₹14,962 31 Mar 25 ₹16,143 31 Mar 26 ₹15,218 Returns for UTI Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Apr 26 Duration Returns 1 Month 6.6% 3 Month -2.7% 6 Month -5.3% 1 Year 2.2% 3 Year 13.4% 5 Year 11.6% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.5% 2023 13.9% 2022 24.3% 2021 -3.5% 2020 33.1% 2019 20.2% 2018 10.4% 2017 -6.5% 2016 33.1% 2015 3.3% Fund Manager information for UTI Long Term Equity Fund
Name Since Tenure Amit Premchandani 16 Jun 25 0.79 Yr. Data below for UTI Long Term Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 33.45% Consumer Cyclical 12.73% Technology 9.78% Industrials 9.1% Communication Services 6.73% Health Care 5.82% Energy 5.16% Consumer Defensive 5.07% Basic Materials 4.39% Utility 3.64% Real Estate 2.98% Asset Allocation
Asset Class Value Cash 1.15% Equity 98.85% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 11 | HDFCBANK8% ₹260 Cr 3,560,000
↑ 10,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK7% ₹211 Cr 1,750,000
↑ 50,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 13 | BHARTIARTL4% ₹143 Cr 800,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | 5322154% ₹134 Cr 1,150,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | KOTAKBANK4% ₹124 Cr 3,500,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY3% ₹106 Cr 850,000
↓ -150,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE3% ₹97 Cr 725,000
↓ -25,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5000343% ₹84 Cr 1,050,000
↑ 50,000 Tata Steel Ltd (Basic Materials)
Equity, Since 29 Feb 24 | TATASTEEL2% ₹75 Cr 3,900,000
↓ -100,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 25 | SBIN2% ₹75 Cr 762,050
↓ -12,950 11. LIC MF Tax Plan
LIC MF Tax Plan
Growth Launch Date 3 Feb 99 NAV (21 Apr 26) ₹146.31 ↑ 1.45 (1.00 %) Net Assets (Cr) ₹915 on 31 Mar 26 Category Equity - ELSS AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 2.01 Sharpe Ratio -1.11 Information Ratio -0.52 Alpha Ratio -9.01 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,164 31 Mar 23 ₹11,819 31 Mar 24 ₹15,623 31 Mar 25 ₹17,921 31 Mar 26 ₹16,011 Returns for LIC MF Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Apr 26 Duration Returns 1 Month 7.1% 3 Month -2.5% 6 Month -6.6% 1 Year -1.7% 3 Year 14.1% 5 Year 12.6% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.8% 2023 22.6% 2022 26.3% 2021 -1.6% 2020 26.2% 2019 8.9% 2018 11.9% 2017 -1.1% 2016 37.3% 2015 3.3% Fund Manager information for LIC MF Tax Plan
Name Since Tenure Sumit Bhatnagar 7 Apr 26 0 Yr. Data below for LIC MF Tax Plan as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 30.58% Consumer Cyclical 18.82% Industrials 13.69% Consumer Defensive 8.88% Health Care 7.62% Basic Materials 7.49% Technology 6.48% Energy 2.54% Communication Services 1.18% Asset Allocation
Asset Class Value Cash 2.71% Equity 97.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK8% ₹73 Cr 604,329 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK7% ₹67 Cr 916,422 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | 5322154% ₹40 Cr 342,519 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP4% ₹36 Cr 777,563 State Bank of India (Financial Services)
Equity, Since 31 May 23 | SBIN3% ₹31 Cr 320,605 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | CHOLAFIN3% ₹29 Cr 210,855 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 23 | LT3% ₹24 Cr 68,942 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Sep 23 | KIRLOSENG3% ₹23 Cr 176,098 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5004932% ₹22 Cr 133,341 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | EICHERMOT2% ₹22 Cr 33,738
ELSS SIP कॅल्क्युलेटर
Know Your SIP Returns
ELSS मधील गुंतवणूक पद्धती
ELSS मध्ये SIP (सिस्टमॅटिक इन्व्हेस्टमेंट प्लॅन).
टॅक्स सेव्हिंग म्युच्युअल फंड (ईएलएसएस) मध्ये गुंतवणुकीसाठी एसआयपी हा एक गुंतवणुकीचा मार्ग म्हणून निवडू शकतो कारण दरमहा ठराविक रक्कम गुंतवली जाते.
खालील नमुन्यात दाखवल्याप्रमाणे-
| महिना | रक्कम | मोड | |||
|---|---|---|---|---|---|
| एप्रिल | 12,500 | SIP | मे | 12,500 | SIP |
| जून | 12,500 | SIP | जुलै | 12,500 | SIP |
| ऑगस्ट | 12,500 | SIP | सप्टेंबर | 12,500 | SIP |
| ऑक्टोबर | 12,500 | SIP | नोव्हेंबर | 12,500 | SIP |
| डिसेंबर | 12,500 | SIP | जानेवारी | 12,500 | SIP |
| फेब्रुवारी | 12,500 | SIP | मार्च | 12,500 | SIP |
| एकूण | १,५०,000 |
एसआयपी पद्धतीद्वारे गुंतवणूक करताना रुपयाच्या सरासरी किंमतीचे एसआयपी फायदे मिळतात कारण ते दर महिन्याला खरेदी विखुरतात आणि गुंतवणुक विशिष्ट किंमतीऐवजी सरासरी किमतीवर केली जाते जी लम्पसम गुंतवणुकीच्या बाबतीत असू शकते.
ELSS मध्ये एकरकमी गुंतवणूक
ULIP, NSC, PF/EPF सारख्या इतर कर बचत साधनांमध्ये बचत होत असल्याने,विमा (सेक्टर 80c अंतर्गत) इतर उपकरणे वजा केल्यानंतर कर वाचवण्यासाठी आवश्यक असलेली रक्कम ठरवू शकते आणि वर्षभरात किंवा आर्थिक वर्षाच्या शेवटी (जानेवारी-मार्च) एक वेळ लंपसम खरेदी म्हणून गुंतवणूक करू शकते.
सर्वोत्तम कर बचत ELSS फंडांमध्ये गुंतवणूक करण्यासाठी टिपा
आर्थिक वर्ष संपत असताना नव्हे तर आर्थिक वर्षाच्या सुरुवातीला (म्हणजे एप्रिलमध्ये) SIP (सिस्टिमॅटिक इन्व्हेस्टमेंट प्लॅन) द्वारे सर्वोत्तम ELSS फंडांमध्ये गुंतवणूक करा.
सर्वोत्कृष्ट ELSS फंडांच्या यादीमधून काळजीपूर्वक ELSS म्युच्युअल फंड निवडा आणि दरवर्षी इतर कर बचत करणार्या ELSS फंडांमध्ये जाण्याऐवजी वर्षभरासाठी गुंतवणूक करा.
5-7 वर्षे गुंतवणूक केल्यावर चांगला ELSS परतावा मिळू शकतो, त्यामुळे एकदा पैसे काढू नका असे सुचवले जाते.लॉक-इन 3 वर्षांनी संपेल. अधिक चांगले परतावा मिळविण्यासाठी ते दीर्घ कालावधीसाठी धरून पहा.
जर तुम्ही जोखीम-प्रतिरोधक असालगुंतवणूकदार आणि कमी-अस्थिर फंड हवा आहे, लार्ज-कॅप म्युच्युअल फंडात गुंतवणूक करण्याचा विचार करा.
ईएलएसएस फंड्समध्ये ऑनलाइन गुंतवणूक कशी करावी?
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येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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Nice article. Highly recommended for guys who are looking to save tax under section 80c.