+91-22-489139094 सर्वोत्तम कर बचत ELSS म्युच्युअल फंड FY 22 - 23
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.
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!
शीर्ष 4 सर्वोत्तम कामगिरी कर बचत ELSS म्युच्युअल फंड
To generate long-term capital appreciation through investments made primarily in equity and equity related securities of companies. Below is the key information for ICICI Prudential Long Term Equity Fund (Tax Saving) Returns up to 1 year are on (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 Below is the key information for Canara Robeco Equity Tax Saver 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 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 Below is the key information for Mirae Asset Tax Saver Fund Returns up to 1 year are on 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 ₹929.5
↑ 5.75 ₹14,403 1.5 15.4 -0.2 16 20.3 16.4 19 Canara Robeco Equity Tax Saver Growth ₹173.6
↑ 1.62 ₹8,870 0 15.3 -3.1 14 19.9 17.5 18.8 BOI AXA Tax Advantage Fund Growth ₹156.34
↑ 1.99 ₹1,397 -1.7 15.8 -11.3 16.5 21.4 21.6 18.1 Mirae Asset Tax Saver Fund Growth ₹48.25
↑ 0.53 ₹26,076 1.4 16.2 -1.7 16 20.5 17.2 17.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 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 (₹14,403 Cr). Lower mid AUM (₹8,870 Cr). Bottom quartile AUM (₹1,397 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: 20.27% (lower mid). 5Y return: 19.85% (bottom quartile). 5Y return: 21.43% (top quartile). 5Y return: 20.47% (upper mid). Point 6 3Y return: 16.05% (upper mid). 3Y return: 14.02% (bottom quartile). 3Y return: 16.51% (top quartile). 3Y return: 16.03% (lower mid). Point 7 1Y return: -0.24% (top quartile). 1Y return: -3.11% (lower mid). 1Y return: -11.27% (bottom quartile). 1Y return: -1.65% (upper mid). Point 8 Alpha: 2.69 (top quartile). Alpha: 0.95 (lower mid). Alpha: -6.31 (bottom quartile). Alpha: 1.86 (upper mid). Point 9 Sharpe: -0.24 (top quartile). Sharpe: -0.41 (lower mid). Sharpe: -0.74 (bottom quartile). Sharpe: -0.32 (upper mid). Point 10 Information ratio: -0.11 (lower mid). Information ratio: -0.50 (bottom quartile). Information ratio: 0.33 (top quartile). Information ratio: 0.05 (upper mid). ICICI Prudential Long Term Equity Fund (Tax Saving)
Canara Robeco Equity Tax Saver
BOI AXA Tax Advantage Fund
Mirae Asset Tax Saver Fund
100 कोटी लाँच / स्थापनेपासून वार्षिक रिटर्न्सवर क्रमवारी लावली.1. ICICI Prudential Long Term Equity Fund (Tax Saving)
ICICI Prudential Long Term Equity Fund (Tax Saving)
Growth Launch Date 19 Aug 99 NAV (01 Sep 25) ₹929.5 ↑ 5.75 (0.62 %) Net Assets (Cr) ₹14,403 on 31 Jul 25 Category Equity - ELSS AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.24 Information Ratio -0.11 Alpha Ratio 2.69 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 Returns for ICICI Prudential Long Term Equity Fund (Tax Saving)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Sep 25 Duration Returns 1 Month 1.5% 3 Month 1.5% 6 Month 15.4% 1 Year -0.2% 3 Year 16% 5 Year 20.3% 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 Jul 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 | ICICIBANK8% ₹1,221 Cr 8,240,391
↓ -315,139 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK7% ₹1,044 Cr 5,173,934 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 17 | SUNPHARMA6% ₹837 Cr 4,905,969 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 29 Feb 20 | 5403765% ₹729 Cr 1,708,453 Reliance Industries Ltd (Energy)
Equity, Since 31 May 20 | RELIANCE5% ₹721 Cr 5,185,136
↑ 1,295,347 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 5322155% ₹711 Cr 6,652,223
↑ 650,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | MARUTI5% ₹688 Cr 545,897 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 18 | LT4% ₹596 Cr 1,638,689 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL4% ₹593 Cr 3,100,000 NTPC Ltd (Utilities)
Equity, Since 31 Oct 23 | 5325554% ₹563 Cr 16,848,196 2. Canara Robeco Equity Tax Saver
Canara Robeco Equity Tax Saver
Growth Launch Date 2 Feb 09 NAV (01 Sep 25) ₹173.6 ↑ 1.62 (0.94 %) Net Assets (Cr) ₹8,870 on 31 Jul 25 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio -0.41 Information Ratio -0.5 Alpha Ratio 0.95 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 Returns for Canara Robeco Equity Tax Saver
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Sep 25 Duration Returns 1 Month 0.5% 3 Month 0% 6 Month 15.3% 1 Year -3.1% 3 Year 14% 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 Jul 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 | HDFCBANK8% ₹709 Cr 3,512,584 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK7% ₹646 Cr 4,361,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE4% ₹349 Cr 2,512,000
↑ 75,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY4% ₹323 Cr 2,141,310 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL3% ₹279 Cr 1,460,000
↓ -25,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹253 Cr 694,369
↑ 20,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹225 Cr 2,825,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 29 Feb 24 | 5222752% ₹209 Cr 766,065 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 5000342% ₹205 Cr 2,329,500
↓ -75,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322152% ₹187 Cr 1,753,000 3. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (01 Sep 25) ₹156.34 ↑ 1.99 (1.29 %) Net Assets (Cr) ₹1,397 on 31 Jul 25 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.74 Information Ratio 0.33 Alpha Ratio -6.31 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 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Sep 25 Duration Returns 1 Month 0.3% 3 Month -1.7% 6 Month 15.8% 1 Year -11.3% 3 Year 16.5% 5 Year 21.4% Since launch 18.1% 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 Jul 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 | 5002954% ₹60 Cr 1,412,000 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE4% ₹57 Cr 328,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN4% ₹53 Cr 664,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL3% ₹48 Cr 105,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | ITC3% ₹46 Cr 1,120,000
↑ 685,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK3% ₹44 Cr 218,766 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 23 | 5063953% ₹42 Cr 157,000 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 May 24 | 5433493% ₹42 Cr 317,800 Prudent Corporate Advisory Services Ltd (Financial Services)
Equity, Since 31 Oct 23 | 5435273% ₹39 Cr 132,407 Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 Mar 25 | 5004253% ₹38 Cr 634,000
↑ 48,000 4. Mirae Asset Tax Saver Fund
Mirae Asset Tax Saver Fund
Growth Launch Date 28 Dec 15 NAV (01 Sep 25) ₹48.25 ↑ 0.53 (1.11 %) Net Assets (Cr) ₹26,076 on 31 Jul 25 Category Equity - ELSS AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating 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 Returns for Mirae Asset Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Sep 25 Duration Returns 1 Month 0.4% 3 Month 1.4% 6 Month 16.2% 1 Year -1.7% 3 Year 16% 5 Year 20.5% 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 | HDFCBANK10% ₹2,507 Cr 12,421,752 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | 5322154% ₹1,117 Cr 10,456,860 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK4% ₹1,086 Cr 7,331,929 Infosys Ltd (Technology)
Equity, Since 31 Dec 15 | INFY4% ₹1,082 Cr 7,172,785
↑ 1,050,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 15 | SBIN4% ₹1,066 Cr 13,380,700
↑ 1,136,377 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 15 | RELIANCE4% ₹926 Cr 6,664,299
↑ 920,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | ITC3% ₹864 Cr 20,973,025
↑ 2,525,612 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 15 | TCS3% ₹859 Cr 2,828,631
↑ 503,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 16 | LT2% ₹600 Cr 1,649,526 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | MARUTI2% ₹528 Cr 418,746
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.
You Might Also Like
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2025 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for ICICI Prudential Long Term Equity Fund (Tax Saving)