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- कलम 80C अंतर्गत ELSS द्वारे कर बचतीचे अनेक फायदे
- कलम 80C अंतर्गत सर्वोत्तम ELSS म्युच्युअल फंड
Top 7 Equity - ELSS Funds
कलम 80C अंतर्गत टॉप 7 सर्वोत्तम ELSS टॅक्स सेव्हिंग फंड
ही अशी वेळ आहे जेव्हा प्रत्येकजण भयंकर वाचवू पाहत असतोआयकर. सारख्या योजनांमध्ये अनेक गुंतवणूकदार त्यांचे पैसे गुंतवतातम्युच्युअल फंड, इत्यादी, त्यांच्या कष्टाने कमावलेले पैसे वाचवण्यासाठी. टॅक्स सीझन 2018 वेगाने जवळ येत असताना, आम्ही तुमच्यासाठी सर्वोत्कृष्ट घेऊन येत आहोतELSS तुमची बचत करण्यासाठी कर बचत निधीउत्पन्न कर ईएलएसएस किंवा इक्विटी लिंक्ड सेव्हिंग स्कीम आहे aकर बचत गुंतवणूक ज्याद्वारे INR 1,50 पर्यंत वजावट मिळू शकते,000 त्यांच्याकडूनकरपात्र उत्पन्न नुसारकलम 80C प्राप्तिकर कायदा. इक्विटी आणि कर बचत यांचे मिश्रण असल्याने, ELSS योजना इक्विटीसाठी इष्टतम प्रवेशद्वार आहे. तुम्ही गुंतवलेले पैसे स्टॉक म्हणून वाढतातबाजार वाढते तर, इक्विटी लिंक्ड सेव्हिंग स्कीममध्ये नफा जास्त आहे. याआधी, आम्ही या फंडाचे अनेक फायदे पाहू, कलम 80C अंतर्गत टॉप 7 सर्वोत्तम ELSS टॅक्स सेव्हिंग फंड पाहू.
कलम 80C अंतर्गत ELSS द्वारे कर बचतीचे अनेक फायदे
ELSS योजना दुहेरी लाभ मिळवण्याचा एक सोपा मार्ग आहे- बचत कराकर आणि शेअर बाजारात पैसा वाढवा. त्याचप्रमाणे, अनेक फायदे आहेत जसे की:
ELSS द्वारे कर बचत
अगुंतवणूकदार करासाठी पात्र आहेवजावट कलम 80C अंतर्गत INR 1.5 लाख पर्यंत. INR 1,50,000 ची ही गुंतवणूक INR 46,350 पर्यंत कर वाचवू शकते. परंतु, हे फक्त त्या गुंतवणूकदारांसाठी आहे जे 30% आयकर ब्रॅकेटमध्ये आहेत. 20% च्या आयकर स्लॅबसाठी ते INR 30,000 आहे आणि 5% स्लॅबसाठी ते INR 7,525 आहे.
किमान आणि कमाल गुंतवणूक
गुंतवणूकदार करू शकतातम्युच्युअल फंडात गुंतवणूक करा दोन प्रकारे -SIP आणि एकरकमी. ELSS मध्ये गुंतवणुकीसाठी SIP द्वारे गुंतवणूक करण्यासाठी किमान रक्कम INR 500 आहे. आणि एकरकमी ते INR 5000 आहे.
ELSS चा लॉक-इन कालावधी
ELSS चा एक महत्त्वाचा फायदा असा आहे की तो इतर कर बचत पर्यायांच्या तुलनेत सर्वात कमी 3 वर्षांच्या लॉक-इन कालावधीसह येतो.
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कलम 80C अंतर्गत सर्वोत्तम ELSS म्युच्युअल फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Motilal Oswal Long Term Equity Fund Growth ₹47.172
↑ 0.34 ₹3,817 4.7 -10.3 6.2 22.7 26.4 47.7 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 9.7 15.1 16.9 20.8 10 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 JM Tax Gain Fund Growth ₹45.4771
↓ -0.04 ₹184 3.4 -7.2 5.6 18.5 26.4 29 L&T Tax Advantage Fund Growth ₹125.594
↑ 0.18 ₹3,871 4.4 -3.9 9.7 17.4 23.7 33 Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 ₹210 -6.1 -3.5 17.6 16.7 11.6 BNP Paribas Long Term Equity Fund (ELSS) Growth ₹90.7178
↑ 0.13 ₹866 5.1 -2.8 7.7 16.6 21.4 23.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Apr 25 100 - 5,000 कोटी आणि 1 वर्षापेक्षा जास्त काळासाठी निधी व्यवस्थापित केला आहे आणि भागाच्या वार्षिक परताव्यावर क्रमवारी लावली आहे3 वर्ष.
(Erstwhile Motilal Oswal MOSt Focused Long Term Fund) The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Motilal Oswal Long Term Equity Fund is a Equity - ELSS fund was launched on 21 Jan 15. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Long Term Equity Fund Returns up to 1 year are on The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income-tax deduction(under section 80C of the Income-tax Act, 1961) on their investments. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to be eligible for income-tax benefits under Section 80C. There can be no assurance that the investment objective under the scheme will be realized. 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 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 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 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 The main objective of the scheme is to provide the investor long term capital growth as also tax benefit under section 80C of the Income Tax Act, 1961. Baroda Pioneer ELSS 96 is a Equity - ELSS fund was launched on 2 Mar 15. It is a fund with Moderately High risk and has given a Below is the key information for Baroda Pioneer ELSS 96 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 1. Motilal Oswal Long Term Equity Fund
CAGR/Annualized return of 16.2% since its launch. Return for 2024 was 47.7% , 2023 was 37% and 2022 was 1.8% . Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (29 Apr 25) ₹47.172 ↑ 0.34 (0.73 %) Net Assets (Cr) ₹3,817 on 31 Mar 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 0.74 Sharpe Ratio 0.26 Information Ratio 0.83 Alpha Ratio 5.9 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 ₹16,396 31 Mar 22 ₹18,690 31 Mar 23 ₹19,798 31 Mar 24 ₹30,510 31 Mar 25 ₹33,744 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 2.5% 3 Month 4.7% 6 Month -10.3% 1 Year 6.2% 3 Year 22.7% 5 Year 26.4% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 47.7% 2022 37% 2021 1.8% 2020 32.1% 2019 8.8% 2018 13.2% 2017 -8.7% 2016 44% 2015 12.5% 2014 Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Ajay Khandelwal 11 Dec 23 1.31 Yr. Rakesh Shetty 22 Nov 22 2.36 Yr. Atul Mehra 1 Oct 24 0.5 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Industrials 32.95% Consumer Cyclical 21.12% Financial Services 16.53% Technology 11.7% Real Estate 6.6% Basic Materials 6.55% Health Care 2.91% Asset Allocation
Asset Class Value Cash 1.64% Equity 98.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002516% ₹226 Cr 425,260 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433205% ₹200 Cr 9,923,692 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹169 Cr 235,044 Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM4% ₹164 Cr 408,886 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES4% ₹141 Cr 297,751 PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 5390064% ₹139 Cr 92,967 Coforge Ltd (Technology)
Equity, Since 31 Jul 24 | COFORGE4% ₹137 Cr 168,355 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON4% ₹136 Cr 24,068,813 Inox Wind Ltd (Industrials)
Equity, Since 31 Dec 23 | INOXWIND3% ₹130 Cr 7,946,960 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 23 | BDL3% ₹127 Cr 992,768 2. 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 31 Mar 20 ₹10,000 31 Mar 21 ₹14,407 31 Mar 22 ₹17,362 31 Mar 23 ₹17,326 Returns for IDBI Equity 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 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 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for IDBI Equity Advantage Fund
Name Since Tenure Data below for IDBI Equity Advantage Fund as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. HDFC Long Term Advantage Fund
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 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Data below for HDFC Long Term Advantage Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. JM Tax Gain Fund
CAGR/Annualized return of 9.3% 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 (29 Apr 25) ₹45.4771 ↓ -0.04 (-0.10 %) Net Assets (Cr) ₹184 on 31 Mar 25 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.4 Sharpe Ratio 0.26 Information Ratio 0.48 Alpha Ratio 4.69 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 ₹17,396 31 Mar 22 ₹21,099 31 Mar 23 ₹20,935 31 Mar 24 ₹30,269 31 Mar 25 ₹33,442 Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 1.9% 3 Month 3.4% 6 Month -7.2% 1 Year 5.6% 3 Year 18.5% 5 Year 26.4% 10 Year 15 Year Since launch 9.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 -0.6% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 0.5 Yr. Asit Bhandarkar 31 Dec 21 3.25 Yr. Ruchi Fozdar 4 Oct 24 0.49 Yr. Deepak Gupta 11 Apr 25 0 Yr. Data below for JM Tax Gain Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 25.54% Consumer Cyclical 16.39% Basic Materials 12.55% Technology 11.67% Health Care 9.62% Industrials 8.89% Consumer Defensive 6.64% Communication Services 2.9% Utility 1.27% Asset Allocation
Asset Class Value Cash 3.17% Equity 96.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK6% ₹11 Cr 77,975 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK5% ₹9 Cr 49,131
↓ -5,000 Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | INFY4% ₹7 Cr 45,965 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 5329773% ₹6 Cr 7,300
↑ 750 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹6 Cr 72,900 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5000343% ₹6 Cr 6,250
↑ 6,250 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | MARUTI3% ₹5 Cr 4,706 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹5 Cr 30,700 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT3% ₹5 Cr 14,447 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE3% ₹5 Cr 28,195 5. 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 2.1% 3 Month 4.4% 6 Month -3.9% 1 Year 9.7% 3 Year 17.4% 5 Year 23.7% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 33% 2022 28.4% 2021 -3% 2020 30.3% 2019 13.5% 2018 4.6% 2017 -8.1% 2016 42.3% 2015 8.1% 2014 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 6. Baroda Pioneer ELSS 96
CAGR/Annualized return of 8.4% since its launch. . Baroda Pioneer ELSS 96
Growth Launch Date 2 Mar 15 NAV (11 Mar 22) ₹68.6676 ↑ 0.33 (0.48 %) Net Assets (Cr) ₹210 on 31 Jan 22 Category Equity - ELSS AMC Baroda Pioneer Asset Management Co. Ltd. Rating Risk Moderately High Expense Ratio 2.55 Sharpe Ratio 2.51 Information Ratio -0.09 Alpha Ratio 5.69 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹16,937 Returns for Baroda Pioneer ELSS 96
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month -3.9% 3 Month -6.1% 6 Month -3.5% 1 Year 17.6% 3 Year 16.7% 5 Year 11.6% 10 Year 15 Year Since launch 8.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for Baroda Pioneer ELSS 96
Name Since Tenure Data below for Baroda Pioneer ELSS 96 as on 31 Jan 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. BNP Paribas Long Term Equity Fund (ELSS)
CAGR/Annualized return of 12.1% 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 (29 Apr 25) ₹90.7178 ↑ 0.13 (0.15 %) Net Assets (Cr) ₹866 on 31 Mar 25 Category Equity - ELSS AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.29 Sharpe Ratio 0.22 Information Ratio 0.11 Alpha Ratio 3.06 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 ₹15,840 31 Mar 22 ₹18,175 31 Mar 23 ₹17,467 31 Mar 24 ₹24,819 31 Mar 25 ₹27,184 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 29 Apr 25 Duration Returns 1 Month 3.1% 3 Month 5.1% 6 Month -2.8% 1 Year 7.7% 3 Year 16.6% 5 Year 21.4% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 7.7% Fund Manager information for BNP Paribas Long Term Equity Fund (ELSS)
Name Since Tenure Sanjay Chawla 14 Mar 22 3.05 Yr. Pratish Krishnan 14 Mar 22 3.05 Yr. Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 28.96% Industrials 14.01% Consumer Cyclical 10.93% Technology 9.78% Health Care 8.45% Basic Materials 7.46% Consumer Defensive 6.81% Energy 4.18% Utility 3.51% Communication Services 3.21% Asset Allocation
Asset Class Value Cash 2.7% Equity 97.3% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK7% ₹60 Cr 328,160 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | ICICIBANK6% ₹55 Cr 411,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE4% ₹36 Cr 284,200 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 19 | BHARTIARTL3% ₹28 Cr 160,566 Infosys Ltd (Technology)
Equity, Since 29 Feb 24 | INFY3% ₹24 Cr 153,000
↓ -8,100 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 24 | KOTAKBANK3% ₹23 Cr 104,000
↑ 39,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT3% ₹22 Cr 64,020 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Sep 23 | CHOLAFIN2% ₹21 Cr 140,500
↑ 20,000 Sagility India Ltd (Healthcare)
Equity, Since 30 Nov 24 | SAGILITY2% ₹20 Cr 4,551,400
↓ -64,600 State Bank of India (Financial Services)
Equity, Since 31 Mar 22 | SBIN2% ₹19 Cr 243,000
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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