4 सर्वोत्तम कर बचत ELSS म्युच्युअल फंड FY 22 - 23

Updated on September 23, 2025 , 10911 views

ELSS (इक्विटी लिंक्ड सेव्हिंग स्कीम) हा सर्वोत्तम कर-बचत पर्यायांपैकी एक आहे जो तुम्हाला भरपूर पैसे वाचवण्यास मदत करतो.आयकर कमाई सोबतभांडवल गुंतवणुकीचे कौतुक.

कर बचत ELSS फंड INR 1,50 पर्यंत कर सूट देतात,000 अंतर्गतकलम 80C याउत्पन्न कर कायदा. म्हणून, द्वारेगुंतवणूक या कर बचत मध्येम्युच्युअल फंड, 30% च्या सर्वोच्च कर ब्रॅकेटमधील गुंतवणूकदार देखील चांगल्या परताव्यासह विशिष्ट आर्थिक वर्षासाठी सुमारे INR 46,000 ची कर सवलत मिळवू शकतात.

ELSS आहेतबाजार-लिंक्ड गुंतवणुकीमध्ये, दीर्घकालीन तोटा आणि जोखीम टाळता यावी यासाठी तुम्हाला या फंडांमध्ये हुशारीने गुंतवणूक करण्याची सूचना केली जाते.

आर्थिक वर्ष 22 - 23 मध्ये ELSS फंडांमध्ये गुंतवणूक करण्याचे फायदे

ELSS म्युच्युअल फंड INR 1,50,000 पर्यंत कर सूट देतात.
परतावा इतरांनी देऊ केलेल्या परताव्यापेक्षा खूप जास्त आहेकर बचत गुंतवणूक पर्याय
ELSS मध्ये 3 वर्षांचा सर्वात कमी लॉक-इन कालावधी आहे, जो इतर कर बचत गुंतवणुकीपेक्षा तुलनेने खूपच कमी आहे.
ELSS फंड याद्वारे गुंतवणूक करण्याचा पर्याय देतातSIP, त्यामुळे गुंतवणूकदार त्यांच्या ELSS गुंतवणुकीचे मासिक थोड्या प्रमाणात गुंतवणूक करून सहजपणे व्यवस्थापित करू शकतात.

वर नमूद केलेले सर्व घटक ELSS ला सर्वोत्तम कर बचत पर्यायांपैकी एक बनवतात.

जर तुम्ही गुंतवणूक करण्याचा विचार करत असाल, तर SIP (सिस्टमॅटिकगुंतवणूक योजना) पैकी एक आहेपैसे गुंतवण्याचे सर्वोत्तम मार्ग ELSS मध्ये. गुंतवणुकीची नियमित सवय तुमचा पोर्टफोलिओ शिस्तबद्ध आणि संतुलित ठेवते. तसेच, टॅक्स कॅलेंडरच्या शेवटच्या क्षणी एकरकमी पैशाची व्यवस्था करण्याचा त्रास दूर होतो. SIP मध्ये, तुम्ही गुंतवणुकीची रक्कम निश्चित करू शकता, जी रु. इतकी कमी असू शकते. 500, आणि एक तारीख जिथे तुमचे पैसे तुमच्यामधून आपोआप वजा केले जातीलबँक ELSS निधीमध्ये खाते.

Ready to Invest?
Talk to our investment specialist

ईएलएसएस फंड्समध्ये ऑनलाइन गुंतवणूक कशी करावी?

Fincash.com वर आजीवन मोफत गुंतवणूक खाते उघडा.

तुमची नोंदणी आणि KYC प्रक्रिया पूर्ण करा

दस्तऐवज अपलोड करा (PAN, आधार इ.).आणि, तुम्ही गुंतवणूक करण्यास तयार आहात!

सुरु करूया

शीर्ष 4 सर्वोत्तम कामगिरी कर बचत ELSS म्युच्युअल फंड

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Since launch (%)
ICICI Prudential Long Term Equity Fund (Tax Saving) Growth	₹945.35 ↓ -5.80	₹14,346	1.6	8.9	-2.9	17.1	22	16.4	19
Canara Robeco Equity Tax Saver Growth	₹175.53 ↓ -1.18	₹8,744	-0.7	8.5	-4.8	14.8	19.9	17.5	18.8
BOI AXA Tax Advantage Fund Growth	₹159.22 ↓ -0.44	₹1,355	-0.7	5.8	-9	16.9	21.8	21.6	18.2
Mirae Asset Tax Saver Fund Growth	₹49.045 ↓ -0.29	₹26,076	0.2	9.9	-2	17.3	21.4	17.2	17.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 25

Research Highlights & Commentary of 4 Funds showcased

Commentary	ICICI Prudential Long Term Equity Fund (Tax Saving)	Canara Robeco Equity Tax Saver	BOI AXA Tax Advantage Fund	Mirae Asset Tax Saver Fund
Point 1	Upper mid AUM (₹14,346 Cr).	Lower mid AUM (₹8,744 Cr).	Bottom quartile AUM (₹1,355 Cr).	Highest AUM (₹26,076 Cr).
Point 2	Oldest track record among peers (26 yrs).	Established history (16+ yrs).	Established history (16+ yrs).	Established history (9+ yrs).
Point 3	Rating: 2★ (upper mid).	Rating: 1★ (lower mid).	Top rated.	Not Rated.
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 22.04% (top quartile).	5Y return: 19.90% (bottom quartile).	5Y return: 21.84% (upper mid).	5Y return: 21.43% (lower mid).
Point 6	3Y return: 17.10% (upper mid).	3Y return: 14.83% (bottom quartile).	3Y return: 16.95% (lower mid).	3Y return: 17.28% (top quartile).
Point 7	1Y return: -2.86% (upper mid).	1Y return: -4.80% (lower mid).	1Y return: -9.01% (bottom quartile).	1Y return: -2.02% (top quartile).
Point 8	Alpha: 2.07 (top quartile).	Alpha: 0.40 (lower mid).	Alpha: -5.42 (bottom quartile).	Alpha: 1.86 (upper mid).
Point 9	Sharpe: -0.45 (upper mid).	Sharpe: -0.61 (lower mid).	Sharpe: -0.85 (bottom quartile).	Sharpe: -0.32 (top quartile).
Point 10	Information ratio: 0.22 (upper mid).	Information ratio: -0.35 (bottom quartile).	Information ratio: 0.24 (top quartile).	Information ratio: 0.05 (lower mid).

ICICI Prudential Long Term Equity Fund (Tax Saving)

Upper mid AUM (₹14,346 Cr).
Oldest track record among peers (26 yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 22.04% (top quartile).
3Y return: 17.10% (upper mid).
1Y return: -2.86% (upper mid).
Alpha: 2.07 (top quartile).
Sharpe: -0.45 (upper mid).
Information ratio: 0.22 (upper mid).

Canara Robeco Equity Tax Saver

Lower mid AUM (₹8,744 Cr).
Established history (16+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.90% (bottom quartile).
3Y return: 14.83% (bottom quartile).
1Y return: -4.80% (lower mid).
Alpha: 0.40 (lower mid).
Sharpe: -0.61 (lower mid).
Information ratio: -0.35 (bottom quartile).

BOI AXA Tax Advantage Fund

Bottom quartile AUM (₹1,355 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 21.84% (upper mid).
3Y return: 16.95% (lower mid).
1Y return: -9.01% (bottom quartile).
Alpha: -5.42 (bottom quartile).
Sharpe: -0.85 (bottom quartile).
Information ratio: 0.24 (top quartile).

Mirae Asset Tax Saver Fund

Highest AUM (₹26,076 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 21.43% (lower mid).
3Y return: 17.28% (top quartile).
1Y return: -2.02% (top quartile).
Alpha: 1.86 (upper mid).
Sharpe: -0.32 (top quartile).
Information ratio: 0.05 (lower mid).

*ची यादी वर दिली आहेसर्वोत्तम म्युच्युअल फंड वर निव्वळ मालमत्ता असणे100 कोटी लाँच / स्थापनेपासून वार्षिक रिटर्न्सवर क्रमवारी लावली.

1. ICICI Prudential Long Term Equity Fund (Tax Saving)

To generate long-term capital appreciation through investments made primarily in equity and equity related securities of companies.

Research Highlights for ICICI Prudential Long Term Equity Fund (Tax Saving)

Upper mid AUM (₹14,346 Cr).
Oldest track record among peers (26 yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 22.04% (top quartile).
3Y return: 17.10% (upper mid).
1Y return: -2.86% (upper mid).
Alpha: 2.07 (top quartile).
Sharpe: -0.45 (upper mid).
Information ratio: 0.22 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~8.5%).

Below is the key information for ICICI Prudential Long Term Equity Fund (Tax Saving)

ICICI Prudential Long Term Equity Fund (Tax Saving) Growth
Launch Date	19 Aug 99
NAV (25 Sep 25)	₹945.35 ↓ -5.80 (-0.61 %)
Net Assets (Cr)	₹14,346 on 31 Aug 25
Category	Equity - ELSS
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.45
Information Ratio	0.22
Alpha Ratio	2.07
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Aug 20	₹10,000
31 Aug 21	₹15,853
31 Aug 22	₹16,372
31 Aug 23	₹18,401
31 Aug 24	₹25,498
31 Aug 25	₹25,279

ICICI Prudential Long Term Equity Fund (Tax Saving) SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 Invest Now

Returns for ICICI Prudential Long Term Equity Fund (Tax Saving)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Sep 25

Duration	Returns
1 Month	0.3%
3 Month	1.6%
6 Month	8.9%
1 Year	-2.9%
3 Year	17.1%
5 Year	22%
Since launch	19%
10 Year
15 Year

Historical performance (Yearly) on absolute basis

Year	Returns
2024	16.4%
2023	23.2%
2022	2.3%
2021	33.7%
2020	13.6%
2019	8.8%
2018	0.5%
2017	26%
2016	3.9%
2015	4.3%

Fund Manager information for ICICI Prudential Long Term Equity Fund (Tax Saving)

Name	Since	Tenure
Mittul Kalawadia	18 Sep 23	1.96 Yr.
Sharmila D’mello	31 Jul 22	3.09 Yr.

Data below for ICICI Prudential Long Term Equity Fund (Tax Saving) as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	29.77%
Consumer Cyclical	16.32%
Health Care	12.41%
Industrials	8.39%
Energy	6.66%
Consumer Defensive	6.14%
Communication Services	5.35%
Utility	4.21%
Basic Materials	4.19%
Technology	3.81%
Real Estate	1.26%

Asset Allocation

Asset Class	Value
Cash	1.5%
Equity	98.5%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| ICICIBANK	8%	₹1,221 Cr	8,240,391 ↓ -315,139
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 17 \| HDFCBANK	7%	₹1,044 Cr	5,173,934
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 May 17 \| SUNPHARMA	6%	₹837 Cr	4,905,969
Avenue Supermarts Ltd (Consumer Defensive) Equity, Since 29 Feb 20 \| 540376	5%	₹729 Cr	1,708,453
Reliance Industries Ltd (Energy) Equity, Since 31 May 20 \| RELIANCE	5%	₹721 Cr	5,185,136 ↑ 1,295,347
Axis Bank Ltd (Financial Services) Equity, Since 30 Nov 18 \| 532215	5%	₹711 Cr	6,652,223 ↑ 650,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 28 Feb 18 \| MARUTI	5%	₹688 Cr	545,897
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Oct 18 \| LT	4%	₹596 Cr	1,638,689
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 17 \| BHARTIARTL	4%	₹593 Cr	3,100,000
NTPC Ltd (Utilities) Equity, Since 31 Oct 23 \| 532555	4%	₹563 Cr	16,848,196

2. Canara Robeco Equity Tax Saver

(ELSS Scheme) Seeking to provide long term capital appreciation by predominantly investing in equities and to facilitate the subscribers to seek tax benefits as provided under Section 80 C of the Income Tax Act, 1961. However, there can be no assurance that the investment objective of the scheme will be realized.

Research Highlights for Canara Robeco Equity Tax Saver

Lower mid AUM (₹8,744 Cr).
Established history (16+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.90% (bottom quartile).
3Y return: 14.83% (bottom quartile).
1Y return: -4.80% (lower mid).
Alpha: 0.40 (lower mid).
Sharpe: -0.61 (lower mid).
Information ratio: -0.35 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding HDFC Bank Ltd (~8.0%).

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver Growth
Launch Date	2 Feb 09
NAV (25 Sep 25)	₹175.53 ↓ -1.18 (-0.67 %)
Net Assets (Cr)	₹8,744 on 31 Aug 25
Category	Equity - ELSS
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	☆
Risk	Moderately High
Expense Ratio	1.69
Sharpe Ratio	-0.62
Information Ratio	-0.35
Alpha Ratio	0.4
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Aug 20	₹10,000
31 Aug 21	₹16,355
31 Aug 22	₹16,898
31 Aug 23	₹18,425
31 Aug 24	₹25,733
31 Aug 25	₹24,699

Canara Robeco Equity Tax Saver SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for Canara Robeco Equity Tax Saver

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Sep 25

Duration	Returns
1 Month	-0.2%
3 Month	-0.7%
6 Month	8.5%
1 Year	-4.8%
3 Year	14.8%
5 Year	19.9%
Since launch	18.8%
10 Year
15 Year

Historical performance (Yearly) on absolute basis

Year	Returns
2024	17.5%
2023	23.7%
2022	-0.2%
2021	35.1%
2020	27.4%
2019	10.7%
2018	2.7%
2017	32%
2016	0%
2015	0.6%

Fund Manager information for Canara Robeco Equity Tax Saver

Name	Since	Tenure
Vishal Mishra	26 Jun 21	4.19 Yr.
Shridatta Bhandwaldar	1 Oct 19	5.92 Yr.

Data below for Canara Robeco Equity Tax Saver as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	28.78%
Consumer Cyclical	14.54%
Industrials	12.51%
Technology	7.32%
Health Care	7.22%
Consumer Defensive	6.16%
Energy	5.69%
Basic Materials	5.59%
Utility	3.67%
Communication Services	3.15%
Real Estate	1.64%

Asset Allocation

Asset Class	Value
Cash	3.71%
Equity	96.29%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 08 \| HDFCBANK	8%	₹709 Cr	3,512,584
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	7%	₹646 Cr	4,361,000
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 19 \| RELIANCE	4%	₹349 Cr	2,512,000 ↑ 75,000
Infosys Ltd (Technology) Equity, Since 31 Jul 18 \| INFY	4%	₹323 Cr	2,141,310
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 21 \| BHARTIARTL	3%	₹279 Cr	1,460,000 ↓ -25,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 20 \| LT	3%	₹253 Cr	694,369 ↑ 20,000
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	3%	₹225 Cr	2,825,000
GE Vernova T&D India Ltd (Industrials) Equity, Since 29 Feb 24 \| 522275	2%	₹209 Cr	766,065
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 19 \| 500034	2%	₹205 Cr	2,329,500 ↓ -75,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 20 \| 532215	2%	₹187 Cr	1,753,000

3. BOI AXA Tax Advantage Fund

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

Bottom quartile AUM (₹1,355 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 21.84% (upper mid).
3Y return: 16.95% (lower mid).
1Y return: -9.01% (bottom quartile).
Alpha: -5.42 (bottom quartile).
Sharpe: -0.85 (bottom quartile).
Information ratio: 0.24 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding Vedanta Ltd (~4.3%).

Below is the key information for BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund Growth
Launch Date	25 Feb 09
NAV (25 Sep 25)	₹159.22 ↓ -0.44 (-0.28 %)
Net Assets (Cr)	₹1,355 on 31 Aug 25
Category	Equity - ELSS
AMC	BOI AXA Investment Mngrs Private Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.09
Sharpe Ratio	-0.85
Information Ratio	0.24
Alpha Ratio	-5.42
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Aug 20	₹10,000
31 Aug 21	₹16,938
31 Aug 22	₹16,830
31 Aug 23	₹19,528
31 Aug 24	₹30,041
31 Aug 25	₹26,317

BOI AXA Tax Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 Invest Now

Returns for BOI AXA Tax Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Sep 25

Duration	Returns
1 Month	0.3%
3 Month	-0.7%
6 Month	5.8%
1 Year	-9%
3 Year	16.9%
5 Year	21.8%
Since launch	18.2%
10 Year
15 Year

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	3.35 Yr.

Data below for BOI AXA Tax Advantage Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	23.14%
Industrials	20.4%
Basic Materials	16.82%
Utility	8.32%
Technology	7.07%
Consumer Defensive	7.03%
Consumer Cyclical	4.77%
Health Care	3%
Real Estate	2.65%
Communication Services	2.55%
Energy	1.35%

Asset Allocation

Asset Class	Value
Cash	2.88%
Equity	97.11%
Debt	0.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Vedanta Ltd (Basic Materials) Equity, Since 31 Mar 24 \| 500295	4%	₹60 Cr	1,412,000
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	4%	₹57 Cr	328,000
State Bank of India (Financial Services) Equity, Since 31 Oct 21 \| SBIN	4%	₹53 Cr	664,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 Jul 23 \| HAL	3%	₹48 Cr	105,000
ITC Ltd (Consumer Defensive) Equity, Since 30 Jun 25 \| ITC	3%	₹46 Cr	1,120,000 ↑ 685,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 10 \| HDFCBANK	3%	₹44 Cr	218,766
Coromandel International Ltd (Basic Materials) Equity, Since 31 Jan 23 \| 506395	3%	₹42 Cr	157,000
Acutaas Chemicals Ltd (Basic Materials) Equity, Since 31 May 24 \| 543349	3%	₹42 Cr	317,800
Prudent Corporate Advisory Services Ltd (Financial Services) Equity, Since 31 Oct 23 \| 543527	3%	₹39 Cr	132,407
Ambuja Cements Ltd (Basic Materials) Equity, Since 31 Mar 25 \| 500425	3%	₹38 Cr	634,000 ↑ 48,000

4. Mirae Asset Tax Saver 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. The Scheme does not guarantee or assure any returns.

Research Highlights for Mirae Asset Tax Saver Fund

Highest AUM (₹26,076 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 21.43% (lower mid).
3Y return: 17.28% (top quartile).
1Y return: -2.02% (top quartile).
Alpha: 1.86 (upper mid).
Sharpe: -0.32 (top quartile).
Information ratio: 0.05 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding HDFC Bank Ltd (~9.6%).

Below is the key information for Mirae Asset Tax Saver Fund

Mirae Asset Tax Saver Fund Growth
Launch Date	28 Dec 15
NAV (25 Sep 25)	₹49.045 ↓ -0.29 (-0.59 %)
Net Assets (Cr)	₹26,076 on 31 Jul 25
Category	Equity - ELSS
AMC	Mirae Asset Global Inv (India) Pvt. Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.16
Sharpe Ratio	-0.32
Information Ratio	0.05
Alpha Ratio	1.86
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Aug 20	₹10,000
31 Aug 21	₹16,077
31 Aug 22	₹16,461
31 Aug 23	₹18,788
31 Aug 24	₹26,002
31 Aug 25	₹25,292

Mirae Asset Tax Saver Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 Invest Now

Returns for Mirae Asset Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Sep 25

Duration	Returns
1 Month	0.3%
3 Month	0.2%
6 Month	9.9%
1 Year	-2%
3 Year	17.3%
5 Year	21.4%
Since launch	17.7%
10 Year
15 Year

Historical performance (Yearly) on absolute basis

Year	Returns
2024	17.2%
2023	27%
2022	0.1%
2021	35.3%
2020	21.5%
2019	14.1%
2018	-2.3%
2017	47.9%
2016	14.8%
2015

Fund Manager information for Mirae Asset Tax Saver Fund

Name	Since	Tenure
Neelesh Surana	28 Dec 15	9.68 Yr.

Data below for Mirae Asset Tax Saver Fund as on 31 Jul 25

Equity Sector Allocation

Sector	Value
Financial Services	32.3%
Consumer Cyclical	16.06%
Health Care	10.52%
Technology	9.46%
Industrials	8.88%
Basic Materials	6.15%
Consumer Defensive	4.6%
Energy	4.54%
Utility	2.89%
Communication Services	2.32%
Real Estate	1.31%

Asset Allocation

Asset Class	Value
Cash	0.98%
Equity	99.02%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 15 \| HDFCBANK	10%	₹2,507 Cr	12,421,752
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 18 \| 532215	4%	₹1,117 Cr	10,456,860
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 15 \| ICICIBANK	4%	₹1,086 Cr	7,331,929
Infosys Ltd (Technology) Equity, Since 31 Dec 15 \| INFY	4%	₹1,082 Cr	7,172,785 ↑ 1,050,000
State Bank of India (Financial Services) Equity, Since 31 Dec 15 \| SBIN	4%	₹1,066 Cr	13,380,700 ↑ 1,136,377
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 15 \| RELIANCE	4%	₹926 Cr	6,664,299 ↑ 920,000
ITC Ltd (Consumer Defensive) Equity, Since 30 Apr 16 \| ITC	3%	₹864 Cr	20,973,025 ↑ 2,525,612
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Dec 15 \| TCS	3%	₹859 Cr	2,828,631 ↑ 503,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Aug 16 \| LT	2%	₹600 Cr	1,649,526
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Dec 15 \| MARUTI	2%	₹528 Cr	418,746

Disclaimer:
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.