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2022 साठी शीर्ष 3 सर्वोत्तम कर बचत ELSS म्युच्युअल फंड
सर्वोत्तम elss फंड किंवा इक्विटी लिंक्ड बचत योजना (कर बचत) इक्विटी वैविध्यपूर्ण आहेतम्युच्युअल फंड जे प्रदान करण्यासाठी इक्विटी-लिंक्ड साधनांमध्ये (जसे की शेअर्स आणि स्टॉक) गुंतवणूक करतातबाजार- लिंक्ड रिटर्न. सामान्यतः, फंड कॉर्पसपैकी 80% इक्विटीमध्ये आणि उर्वरित कर्ज साधनांमध्ये गुंतवले जाते. सर्वोत्तमELSS 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. तथापि, आधीगुंतवणूक या कर बचत म्युच्युअल फंडांमध्ये, सर्वोत्तम ELSS फंडांची यादी विचारात घेण्याचे सुचवले आहे.
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2022 मध्ये गुंतवणूक करण्यासाठी शीर्ष 3 ELSS फंड
(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 To deliver the benefit of investment in a portfolio of equity shares, while offering
deduction on such investment made in the scheme under section 80C of the
Income-tax Act, 1961. It also seeks to distribute income periodically depending
on distributable surplus. Investments in this scheme would be subject to a
statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits. SBI Magnum Tax Gain Fund is a Equity - ELSS fund was launched on 7 May 07. It is a fund with Moderately High risk and has given a Below is the key information for SBI Magnum Tax Gain Fund Returns up to 1 year are on The fund plans to provide long term growth of capital. HDFC Tax Saver 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 HDFC 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 (%) Motilal Oswal Long Term Equity Fund Growth ₹51.6259
↓ -0.31 ₹4,506 9.7 7.2 7.8 25.9 26 47.7 L&T Tax Advantage Fund Growth ₹133.253
↓ -0.29 ₹4,251 5.8 5.2 5 20 21.4 33 DSP BlackRock Tax Saver Fund Growth ₹136.947
↓ -0.38 ₹17,428 1.2 4.8 2.6 19.5 23.8 23.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Aug 25 1. Motilal Oswal Long Term Equity Fund
CAGR/Annualized return of 16.9% 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 (05 Aug 25) ₹51.6259 ↓ -0.31 (-0.60 %) Net Assets (Cr) ₹4,506 on 30 Jun 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 1.02 Alpha Ratio 6.93 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹15,917 31 Jul 22 ₹15,790 31 Jul 23 ₹19,504 31 Jul 24 ₹31,082 31 Jul 25 ₹32,246 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 25 Duration Returns 1 Month -2.2% 3 Month 9.7% 6 Month 7.2% 1 Year 7.8% 3 Year 25.9% 5 Year 26% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 47.7% 2023 37% 2022 1.8% 2021 32.1% 2020 8.8% 2019 13.2% 2018 -8.7% 2017 44% 2016 12.5% 2015 Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Ajay Khandelwal 11 Dec 23 1.64 Yr. Rakesh Shetty 22 Nov 22 2.69 Yr. Atul Mehra 1 Oct 24 0.83 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 35.64% Financial Services 20.78% Consumer Cyclical 18.73% Technology 10.72% Basic Materials 5.55% Real Estate 3.88% Health Care 3.27% Communication Services 0.61% Asset Allocation
Asset Class Value Cash 0.81% Equity 99.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433205% ₹237 Cr 8,970,581
↓ -953,111 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX5% ₹222 Cr 248,438
↑ 13,355 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002515% ₹214 Cr 344,266
↓ -80,994 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 23 | BDL5% ₹205 Cr 1,056,315 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES4% ₹181 Cr 297,751 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE4% ₹175 Cr 1,055,205 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON4% ₹167 Cr 24,702,337 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 24 | BEL4% ₹166 Cr 3,950,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹163 Cr 240,350 Waaree Energies Ltd (Technology)
Equity, Since 31 Oct 24 | 5442773% ₹153 Cr 487,045
↑ 28,725 2. SBI Magnum Tax Gain Fund
CAGR/Annualized return of 12.3% since its launch. Ranked 31 in ELSS category. Return for 2024 was 27.7% , 2023 was 40% and 2022 was 6.9% . SBI Magnum Tax Gain Fund
Growth Launch Date 7 May 07 NAV (05 Aug 25) ₹430.51 ↓ -1.46 (-0.34 %) Net Assets (Cr) ₹30,616 on 30 Jun 25 Category Equity - ELSS AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.02 Information Ratio 2.04 Alpha Ratio 0 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹15,015 31 Jul 22 ₹16,025 31 Jul 23 ₹20,617 31 Jul 24 ₹32,306 31 Jul 25 ₹31,530 Returns for SBI Magnum Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 25 Duration Returns 1 Month -3.1% 3 Month 2.6% 6 Month 3.5% 1 Year 0.2% 3 Year 24.3% 5 Year 25.4% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.7% 2023 40% 2022 6.9% 2021 31% 2020 18.9% 2019 4% 2018 -8.3% 2017 33% 2016 2.1% 2015 3.2% Fund Manager information for SBI Magnum Tax Gain Fund
Name Since Tenure Dinesh Balachandran 10 Sep 16 8.89 Yr. Data below for SBI Magnum Tax Gain Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 28.38% Technology 9.8% Basic Materials 9.58% Energy 9.52% Consumer Cyclical 8.7% Industrials 8.15% Health Care 7.37% Utility 4.84% Consumer Defensive 4.46% Communication Services 2.01% Real Estate 1.06% Asset Allocation
Asset Class Value Cash 6% Equity 93.88% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK9% ₹2,861 Cr 14,293,253 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE6% ₹1,692 Cr 11,275,148 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | 5321744% ₹1,072 Cr 7,416,237 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Oct 21 | TATASTEEL3% ₹991 Cr 62,000,000 Cipla Ltd (Healthcare)
Equity, Since 31 Jul 18 | 5000873% ₹918 Cr 6,098,542 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC3% ₹892 Cr 21,414,825 Torrent Power Ltd (Utilities)
Equity, Since 31 Jul 19 | 5327793% ₹823 Cr 5,610,813 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | M&M3% ₹801 Cr 2,515,083 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK3% ₹790 Cr 3,650,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 11 | 5322153% ₹776 Cr 6,473,332 3. HDFC Tax Saver Fund
CAGR/Annualized return of since its launch. Ranked 27 in ELSS category. Return for 2024 was 21.3% , 2023 was 33.2% and 2022 was 10.5% . HDFC Tax Saver Fund
Growth Launch Date 31 Mar 96 NAV (05 Aug 25) ₹1,394.95 ↓ -0.86 (-0.06 %) Net Assets (Cr) ₹16,908 on 30 Jun 25 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.22 Information Ratio 1.35 Alpha Ratio 2.56 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹14,861 31 Jul 22 ₹16,842 31 Jul 23 ₹20,755 31 Jul 24 ₹30,205 31 Jul 25 ₹31,268 Returns for HDFC Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 25 Duration Returns 1 Month -2% 3 Month 2.6% 6 Month 6.8% 1 Year 6.4% 3 Year 22.3% 5 Year 25.4% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 21.3% 2023 33.2% 2022 10.5% 2021 35.3% 2020 5.8% 2019 3.7% 2018 -10.9% 2017 38.7% 2016 7.6% 2015 -6.2% Fund Manager information for HDFC Tax Saver Fund
Name Since Tenure Roshi Jain 13 Jan 22 3.55 Yr. Dhruv Muchhal 22 Jun 23 2.11 Yr. Data below for HDFC Tax Saver Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 41.29% Consumer Cyclical 15.83% Health Care 9.08% Technology 5.84% Basic Materials 5.69% Industrials 5.54% Communication Services 4.74% Utility 1.78% Energy 1.19% Consumer Defensive 0.84% Real Estate 0.49% Asset Allocation
Asset Class Value Cash 7.38% Equity 92.31% Debt 0.3% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | HDFCBANK10% ₹1,661 Cr 8,300,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5321749% ₹1,590 Cr 11,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322159% ₹1,439 Cr 12,000,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE5% ₹827 Cr 4,500,000 Cipla Ltd (Healthcare)
Equity, Since 31 Oct 09 | 5000875% ₹813 Cr 5,400,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK4% ₹757 Cr 3,500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL4% ₹683 Cr 3,400,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI4% ₹682 Cr 550,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH3% ₹579 Cr 3,350,000 Hyundai Motor India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | HYUNDAI3% ₹444 Cr 2,000,000
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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