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Table of Contents
- ELSS फंडात कोण गुंतवणूक करू शकते?
- इतर कर बचत पर्याय?
- आर्थिक वर्ष 22 - 23 मधील गुंतवणुकीसाठी शीर्ष 11 सर्वोत्तम कामगिरी करणारे ELSS म्युच्युअल फंड
- ELSS SIP कॅल्क्युलेटर
- ELSS मधील गुंतवणूक पद्धती
- सर्वोत्तम कर बचत ELSS फंडांमध्ये गुंतवणूक करण्यासाठी टिपा
- ईएलएसएस फंड्समध्ये ऑनलाइन गुंतवणूक कशी करावी?
Top 11 Equity - ELSS Funds
11 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 ₹44.5522
↓ -0.28 ₹4,582 7.2 4.7 1.8 19 21.3 19.5 L&T Tax Advantage Fund Growth ₹135.779
↓ -0.97 ₹4,129 9.5 5.7 3.8 23.4 22.5 33 Principal Tax Savings Fund Growth ₹511.752
↓ -3.43 ₹1,359 6.5 8 2.7 17.9 21.7 15.8 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 Invesco India Tax Plan Growth ₹127.5
↓ -1.04 ₹2,845 8.5 4.2 2.6 20.6 20.4 25.2 BNP Paribas Long Term Equity Fund (ELSS) Growth ₹95.2231
↓ -0.53 ₹912 6.1 4.6 2.7 20.6 19.7 23.6 Sundaram Diversified Equity Fund Growth ₹221.575
↓ -1.45 ₹1,488 6.3 7.6 1.9 16.3 20.2 12 JM Tax Gain Fund Growth ₹48.6823
↓ -0.37 ₹199 8 4 -1 22.7 24.4 29 BOI AXA Tax Advantage Fund Growth ₹162.47
↓ -0.93 ₹1,398 8.3 1.9 -6.8 21.7 24.6 21.6 UTI Long Term Equity Fund Growth ₹206.586
↓ -1.20 ₹3,777 6.2 6.1 -0.8 15.9 19.7 13.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jul 25
*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.. 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 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 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. IDBI Equity Advantage Fund is a Equity - ELSS fund was launched on 10 Sep 13. It is a fund with Moderately High risk and has given a 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 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 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. BNP Paribas Long Term Equity Fund (ELSS) is a Equity - ELSS fund was launched on 5 Jan 06. It is a fund with Moderately High risk and has given a Below is the key information for BNP Paribas Long Term Equity Fund (ELSS) 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. Sundaram Diversified Equity Fund is a Equity - ELSS fund was launched on 22 Nov 99. It is a fund with Moderately High risk and has given a 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. JM Tax Gain Fund is a Equity - ELSS fund was launched on 31 Mar 08. It is a fund with Moderately High risk and has given a 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.) BOI AXA Tax Advantage Fund is a Equity - ELSS fund was launched on 25 Feb 09. It is a fund with Moderately High risk and has given a Below is the key information for BOI AXA Tax Advantage 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. UTI Long Term Equity Fund is a Equity - ELSS fund was launched on 15 Dec 99. It is a fund with Moderately High risk and has given a Below is the key information for UTI Long Term Equity Fund Returns up to 1 year are on 1. Tata India Tax Savings Fund
CAGR/Annualized return of 14.9% 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 (18 Jul 25) ₹44.5522 ↓ -0.28 (-0.63 %) Net Assets (Cr) ₹4,582 on 31 May 25 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0 Sharpe Ratio 0.3 Information Ratio -0.16 Alpha Ratio 1.85 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,382 30 Jun 22 ₹15,779 30 Jun 23 ₹19,459 30 Jun 24 ₹26,547 30 Jun 25 ₹27,936 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 25 Duration Returns 1 Month 1.9% 3 Month 7.2% 6 Month 4.7% 1 Year 1.8% 3 Year 19% 5 Year 21.3% 10 Year 15 Year Since launch 14.9% 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 3.46 Yr. Tejas Gutka 9 Mar 21 4.23 Yr. Data below for Tata India Tax Savings Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 34.16% Consumer Cyclical 14.48% Industrials 13.79% Basic Materials 6.69% Technology 6.67% Energy 5.44% Communication Services 4.1% Health Care 3.25% Utility 2.51% Real Estate 2.5% Consumer Defensive 0.99% Asset Allocation
Asset Class Value Cash 5.4% Equity 94.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK7% ₹335 Cr 1,725,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK7% ₹307 Cr 2,125,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹192 Cr 1,350,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY4% ₹181 Cr 1,160,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN4% ₹177 Cr 2,175,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL4% ₹174 Cr 940,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | AXISBANK3% ₹155 Cr 1,300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹129 Cr 352,147 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | NTPC3% ₹115 Cr 3,451,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON2% ₹104 Cr 6,800,000 2. L&T Tax Advantage Fund
CAGR/Annualized return of 14.4% 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 (18 Jul 25) ₹135.779 ↓ -0.97 (-0.71 %) Net Assets (Cr) ₹4,129 on 31 May 25 Category Equity - ELSS AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.31 Information Ratio 0.58 Alpha Ratio 2.34 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,399 30 Jun 22 ₹14,532 30 Jun 23 ₹18,691 30 Jun 24 ₹27,170 30 Jun 25 ₹28,843 Returns for L&T Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 25 Duration Returns 1 Month 1.9% 3 Month 9.5% 6 Month 5.7% 1 Year 3.8% 3 Year 23.4% 5 Year 22.5% 10 Year 15 Year Since launch 14.4% 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 Sonal Gupta 21 Jul 21 3.87 Yr. Abhishek Gupta 1 Mar 24 1.25 Yr. Data below for L&T Tax Advantage Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 25.6% Consumer Cyclical 19.92% Industrials 17.66% Technology 10.61% Basic Materials 5.73% Health Care 5.16% Energy 4.29% Consumer Defensive 3.36% Utility 3.04% Communication Services 2.1% Real Estate 1.48% Asset Allocation
Asset Class Value Cash 0.78% Equity 99.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK5% ₹226 Cr 1,162,500 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK4% ₹167 Cr 1,155,500 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE3% ₹135 Cr 951,812 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY3% ₹121 Cr 774,900 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT3% ₹111 Cr 301,450 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL2% ₹87 Cr 467,000 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN2% ₹83 Cr 1,291,500 State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN2% ₹80 Cr 984,432 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433202% ₹75 Cr 3,150,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT2% ₹75 Cr 133,000 3. Principal Tax Savings Fund
CAGR/Annualized return of 16% 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 (18 Jul 25) ₹511.752 ↓ -3.43 (-0.67 %) Net Assets (Cr) ₹1,359 on 31 May 25 Category Equity - ELSS AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.26 Sharpe Ratio 0.21 Information Ratio -0.44 Alpha Ratio 0.21 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,903 30 Jun 22 ₹16,303 30 Jun 23 ₹20,115 30 Jun 24 ₹26,606 30 Jun 25 ₹28,100 Returns for Principal Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 25 Duration Returns 1 Month 2.1% 3 Month 6.5% 6 Month 8% 1 Year 2.7% 3 Year 17.9% 5 Year 21.7% 10 Year 15 Year Since launch 16% 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 Rohit Seksaria 1 Jan 22 3.42 Yr. Bharath Subramanian 2 Jun 25 0 Yr. Data below for Principal Tax Savings Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 32.66% Industrials 11.51% Consumer Cyclical 11.42% Health Care 7.09% Consumer Defensive 7.05% Basic Materials 7.03% Technology 6.38% Energy 5.79% Communication Services 4.7% Utility 1.82% Asset Allocation
Asset Class Value Cash 4.52% Equity 95.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK9% ₹125 Cr 644,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹107 Cr 737,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE5% ₹62 Cr 434,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT3% ₹46 Cr 126,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | AXISBANK3% ₹44 Cr 366,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN3% ₹43 Cr 532,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY3% ₹43 Cr 276,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | ITC3% ₹40 Cr 951,000 Force Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5000332% ₹30 Cr 24,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 14 | ULTRACEMCO2% ₹30 Cr 27,000 4. 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 30 Jun 20 ₹10,000 30 Jun 21 ₹16,322
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 18 Jul 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 5. IDBI Equity Advantage Fund
CAGR/Annualized return of 16% since its launch. Ranked 21 in ELSS category. . 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 30 Jun 20 ₹10,000 30 Jun 21 ₹14,005 30 Jun 22 ₹13,878 30 Jun 23 ₹17,391 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 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 6. Invesco India Tax Plan
CAGR/Annualized return of 14.7% 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 (18 Jul 25) ₹127.5 ↓ -1.04 (-0.81 %) Net Assets (Cr) ₹2,845 on 31 May 25 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.32 Information Ratio 0.16 Alpha Ratio 2.99 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,557 30 Jun 22 ₹14,537 30 Jun 23 ₹17,950 30 Jun 24 ₹25,232 30 Jun 25 ₹26,685 Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 25 Duration Returns 1 Month 2.2% 3 Month 8.5% 6 Month 4.2% 1 Year 2.6% 3 Year 20.6% 5 Year 20.4% 10 Year 15 Year Since launch 14.7% 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 4.75 Yr. Dhimant Kothari 29 Mar 18 7.18 Yr. Data below for Invesco India Tax Plan as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 23.96% Consumer Cyclical 18.94% Industrials 17.36% Technology 9.55% Health Care 9.08% Basic Materials 6.64% Consumer Defensive 5.15% Energy 2.89% Communication Services 2.4% Utility 1.89% Real Estate 1.29% Asset Allocation
Asset Class Value Cash 0.84% Equity 99.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK7% ₹197 Cr 1,012,536 Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY4% ₹108 Cr 688,686
↑ 159,134 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK4% ₹100 Cr 693,204 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | BAJFINANCE3% ₹85 Cr 92,722
↑ 9,136 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | AXISBANK3% ₹79 Cr 658,632
↓ -146,899 Metro Brands Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | 5434263% ₹78 Cr 648,682 LTIMindtree Ltd (Technology)
Equity, Since 30 Sep 24 | LTIM3% ₹74 Cr 145,427
↑ 3,179 Home First Finance Co India Ltd --- (Financial Services)
Equity, Since 31 Mar 23 | HOMEFIRST3% ₹72 Cr 568,508
↓ -11,325 Clean Science and Technology Ltd (Basic Materials)
Equity, Since 31 May 23 | 5433182% ₹69 Cr 447,400 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIHEXA2% ₹68 Cr 372,499 7. BNP Paribas Long Term Equity Fund (ELSS)
CAGR/Annualized return of 12.2% since its launch. Ranked 22 in ELSS category. Return for 2024 was 23.6% , 2023 was 31.3% and 2022 was -2.1% . BNP Paribas Long Term Equity Fund (ELSS)
Growth Launch Date 5 Jan 06 NAV (18 Jul 25) ₹95.2231 ↓ -0.53 (-0.56 %) Net Assets (Cr) ₹912 on 31 May 25 Category Equity - ELSS AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.29 Sharpe Ratio 0.24 Information Ratio 0.3 Alpha Ratio 0.76 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹14,752 30 Jun 22 ₹13,984 30 Jun 23 ₹17,125 30 Jun 24 ₹24,331 30 Jun 25 ₹25,826 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 18 Jul 25 Duration Returns 1 Month 1.5% 3 Month 6.1% 6 Month 4.6% 1 Year 2.7% 3 Year 20.6% 5 Year 19.7% 10 Year 15 Year Since launch 12.2% 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 Sanjay Chawla 14 Mar 22 3.22 Yr. Pratish Krishnan 14 Mar 22 3.22 Yr. Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 29.88% Industrials 12.49% Consumer Cyclical 10.72% Technology 9.37% Health Care 7.88% Basic Materials 6.88% Consumer Defensive 5.23% Energy 4.43% Utility 3.18% Communication Services 3.1% Asset Allocation
Asset Class Value Cash 6.84% Equity 93.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK7% ₹64 Cr 328,160 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | ICICIBANK7% ₹59 Cr 411,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE4% ₹40 Cr 284,200 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 19 | BHARTIARTL3% ₹28 Cr 152,566 Infosys Ltd (Technology)
Equity, Since 29 Feb 24 | INFY3% ₹27 Cr 173,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 23 | POWERINDIA3% ₹26 Cr 13,566
↓ -700 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 24 | MFSL2% ₹21 Cr 143,000
↓ -15,000 Linde India Ltd (Basic Materials)
Equity, Since 31 Dec 22 | LINDEINDIA2% ₹21 Cr 28,225 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹20 Cr 113,300 State Bank of India (Financial Services)
Equity, Since 31 Mar 22 | SBIN2% ₹20 Cr 243,000 8. Sundaram Diversified Equity Fund
CAGR/Annualized return of 15.9% since its launch. Ranked 14 in ELSS category. Return for 2024 was 12% , 2023 was 23.3% and 2022 was 4% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (18 Jul 25) ₹221.575 ↓ -1.45 (-0.65 %) Net Assets (Cr) ₹1,488 on 31 May 25 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio 0.21 Information Ratio -0.92 Alpha Ratio 0.14 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,643 30 Jun 22 ₹15,992 30 Jun 23 ₹19,762 30 Jun 24 ₹25,128 30 Jun 25 ₹26,505 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 25 Duration Returns 1 Month 1.9% 3 Month 6.3% 6 Month 7.6% 1 Year 1.9% 3 Year 16.3% 5 Year 20.2% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 12% 2023 23.3% 2022 4% 2021 31.5% 2020 9.9% 2019 6.2% 2018 -10.6% 2017 38.4% 2016 6.8% 2015 3.1% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure Rohit Seksaria 24 Feb 21 4.27 Yr. Bharath Subramanian 2 Jun 25 0 Yr. Data below for Sundaram Diversified Equity Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 34.28% Consumer Cyclical 11.4% Industrials 10.26% Basic Materials 7.49% Consumer Defensive 7.35% Health Care 7.22% Technology 6.58% Energy 6.18% Communication Services 4.73% Utility 1.89% Asset Allocation
Asset Class Value Cash 2.63% Equity 97.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK9% ₹141 Cr 724,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK9% ₹128 Cr 883,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE5% ₹72 Cr 504,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹51 Cr 138,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK3% ₹50 Cr 419,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹48 Cr 595,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY3% ₹48 Cr 306,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹48 Cr 256,000 ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | ITC3% ₹44 Cr 1,046,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | ULTRACEMCO2% ₹36 Cr 32,000 9. JM Tax Gain Fund
CAGR/Annualized return of 9.6% since its launch. Ranked 18 in ELSS category. Return for 2024 was 29% , 2023 was 30.9% and 2022 was 0.5% . JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (18 Jul 25) ₹48.6823 ↓ -0.37 (-0.75 %) Net Assets (Cr) ₹199 on 31 May 25 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.4 Sharpe Ratio 0.04 Information Ratio 0.52 Alpha Ratio -2.44 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,986 30 Jun 22 ₹15,856 30 Jun 23 ₹20,731 30 Jun 24 ₹30,855 30 Jun 25 ₹31,236 Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 25 Duration Returns 1 Month 2.4% 3 Month 8% 6 Month 4% 1 Year -1% 3 Year 22.7% 5 Year 24.4% 10 Year 15 Year Since launch 9.6% 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 Satish Ramanathan 1 Oct 24 0.67 Yr. Asit Bhandarkar 31 Dec 21 3.42 Yr. Ruchi Fozdar 4 Oct 24 0.66 Yr. Deepak Gupta 11 Apr 25 0.14 Yr. Data below for JM Tax Gain Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 29.82% Consumer Cyclical 13.16% Technology 11.93% Basic Materials 11.65% Industrials 11.44% Health Care 8.44% Consumer Defensive 3.73% Communication Services 2.87% Utility 2.14% Energy 1.1% Real Estate 1.03% Asset Allocation
Asset Class Value Cash 2.68% Equity 97.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK6% ₹11 Cr 77,975 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT5% ₹11 Cr 28,947 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK5% ₹10 Cr 49,131 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹6 Cr 72,900 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | MARUTI3% ₹6 Cr 4,706 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹6 Cr 30,700 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | BAJAJ-AUTO3% ₹5 Cr 6,300 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE3% ₹5 Cr 28,195 Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | INFY3% ₹5 Cr 32,965
↓ -13,000 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 24 | CREDITACC3% ₹5 Cr 43,600 10. BOI AXA Tax Advantage Fund
CAGR/Annualized return of 18.5% since its launch. Ranked 13 in ELSS category. Return for 2024 was 21.6% , 2023 was 34.8% and 2022 was -1.3% . BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (18 Jul 25) ₹162.47 ↓ -0.93 (-0.57 %) Net Assets (Cr) ₹1,398 on 31 May 25 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.27 Information Ratio 0.4 Alpha Ratio -9.18 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹17,492 30 Jun 22 ₹16,681 30 Jun 23 ₹21,090 30 Jun 24 ₹33,338 30 Jun 25 ₹31,637 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 25 Duration Returns 1 Month 2.3% 3 Month 8.3% 6 Month 1.9% 1 Year -6.8% 3 Year 21.7% 5 Year 24.6% 10 Year 15 Year Since launch 18.5% 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 Alok Singh 27 Apr 22 3.18 Yr. Data below for BOI AXA Tax Advantage Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 26% Industrials 19.14% Basic Materials 15.82% Technology 7.68% Utility 6.54% Consumer Cyclical 5.43% Consumer Defensive 5.06% Real Estate 2.77% Health Care 2.66% Communication Services 2.47% Energy 1.38% Asset Allocation
Asset Class Value Cash 4.15% Equity 95.84% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN5% ₹68 Cr 839,000 Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | VEDL4% ₹61 Cr 1,412,000 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE4% ₹56 Cr 65,600 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK4% ₹55 Cr 285,000
↓ -70,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL4% ₹52 Cr 105,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK3% ₹44 Cr 305,000
↓ -24,000 Prudent Corporate Advisory Services Ltd (Financial Services)
Equity, Since 31 Oct 23 | 5435273% ₹39 Cr 132,407 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 May 24 | 5433493% ₹37 Cr 317,800 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 23 | COROMANDEL3% ₹36 Cr 157,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL2% ₹35 Cr 186,000 11. UTI Long Term Equity Fund
CAGR/Annualized return of 14.6% since its launch. Ranked 29 in ELSS category. Return for 2024 was 13.9% , 2023 was 24.3% and 2022 was -3.5% . UTI Long Term Equity Fund
Growth Launch Date 15 Dec 99 NAV (18 Jul 25) ₹206.586 ↓ -1.20 (-0.58 %) Net Assets (Cr) ₹3,777 on 31 May 25 Category Equity - ELSS AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio 0.21 Information Ratio -0.8 Alpha Ratio 0.18 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹15,982 30 Jun 22 ₹15,524 30 Jun 23 ₹18,791 30 Jun 24 ₹24,993 30 Jun 25 ₹25,946 Returns for UTI Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 25 Duration Returns 1 Month 0.8% 3 Month 6.2% 6 Month 6.1% 1 Year -0.8% 3 Year 15.9% 5 Year 19.7% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.9% 2023 24.3% 2022 -3.5% 2021 33.1% 2020 20.2% 2019 10.4% 2018 -6.5% 2017 33.1% 2016 3.3% 2015 2.6% Fund Manager information for UTI Long Term Equity Fund
Name Since Tenure Amit Premchandani 16 Jun 25 0 Yr. Data below for UTI Long Term Equity Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 31.4% Consumer Cyclical 13.45% Technology 9.54% Industrials 8.9% Consumer Defensive 7.04% Health Care 5.54% Basic Materials 5.16% Communication Services 5.13% Energy 4.76% Utility 3.57% Real Estate 2.36% Asset Allocation
Asset Class Value Cash 3.16% Equity 96.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 11 | HDFCBANK9% ₹353 Cr 1,817,216 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK8% ₹320 Cr 2,215,595
↑ 11,584 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY5% ₹189 Cr 1,210,185 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 13 | BHARTIARTL5% ₹175 Cr 940,268
↑ 4,555 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE4% ₹147 Cr 1,032,483 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | AXISBANK4% ₹140 Cr 1,172,385 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | BAJFINANCE4% ₹135 Cr 146,927
↑ 4,893 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | CHOLAFIN3% ₹100 Cr 625,693
↑ 28,475 Tata Steel Ltd (Basic Materials)
Equity, Since 29 Feb 24 | TATASTEEL2% ₹89 Cr 5,535,778 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI2% ₹89 Cr 72,268
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.