+91-22-48913909ਸੈਕਸ਼ਨ 80C ਦੇ ਤਹਿਤ ਸਿਖਰ ਦੇ 7 ਸਰਵੋਤਮ ELSS ਟੈਕਸ ਬਚਤ ਫੰਡ
ਇਹ ਉਹ ਸਮਾਂ ਹੈ ਜਦੋਂ ਹਰ ਕੋਈ ਡਰੇ ਹੋਏ ਨੂੰ ਬਚਾਉਣ ਦੀ ਕੋਸ਼ਿਸ਼ ਕਰ ਰਿਹਾ ਹੈਆਮਦਨ ਟੈਕਸ. ਬਹੁਤ ਸਾਰੇ ਨਿਵੇਸ਼ਕ ਆਪਣੇ ਪੈਸੇ ਨੂੰ ਸਕੀਮਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨਮਿਉਚੁਅਲ ਫੰਡ, ਆਦਿ, ਆਪਣੀ ਮਿਹਨਤ ਦੀ ਕਮਾਈ ਨੂੰ ਬਚਾਉਣ ਲਈ। ਟੈਕਸ ਸੀਜ਼ਨ 2018 ਤੇਜ਼ੀ ਨਾਲ ਨੇੜੇ ਆ ਰਿਹਾ ਹੈ, ਅਸੀਂ ਤੁਹਾਡੇ ਲਈ ਸਭ ਤੋਂ ਵਧੀਆ ਲਿਆਉਂਦੇ ਹਾਂELSS ਤੁਹਾਡੀ ਬਚਤ ਕਰਨ ਲਈ ਟੈਕਸ ਬਚਤ ਫੰਡਆਮਦਨ ਟੈਕਸ ELSS ਜਾਂ ਇਕੁਇਟੀ ਲਿੰਕਡ ਸੇਵਿੰਗ ਸਕੀਮ ਹੈ aਟੈਕਸ ਬਚਤ ਨਿਵੇਸ਼ ਜਿਸ ਰਾਹੀਂ ਕੋਈ INR 1,50 ਤੱਕ ਕਟੌਤੀਆਂ ਪ੍ਰਾਪਤ ਕਰ ਸਕਦਾ ਹੈ,000 ਉਹਨਾਂ ਤੋਂਕਰਯੋਗ ਆਮਦਨ ਦੇ ਅਨੁਸਾਰਧਾਰਾ 80C ਇਨਕਮ ਟੈਕਸ ਐਕਟ ਦੇ. ਇਕੁਇਟੀ ਅਤੇ ਟੈਕਸ ਬਚਤ ਦਾ ਸੁਮੇਲ ਹੋਣ ਕਰਕੇ, ELSS ਸਕੀਮ ਇਕੁਇਟੀ ਲਈ ਇੱਕ ਅਨੁਕੂਲ ਗੇਟਵੇ ਹੈ। ਤੁਹਾਡੇ ਦੁਆਰਾ ਨਿਵੇਸ਼ ਕੀਤਾ ਪੈਸਾ ਸਟਾਕ ਦੇ ਰੂਪ ਵਿੱਚ ਵਧਦਾ ਹੈਬਜ਼ਾਰ ਵਧਦਾ ਹੈ ਇਸ ਲਈ, ਇਕੁਇਟੀ ਲਿੰਕਡ ਸੇਵਿੰਗ ਸਕੀਮ ਵਿੱਚ ਲਾਭ ਵਧੇਰੇ ਹਨ। ਇਸ ਤੋਂ ਪਹਿਲਾਂ, ਅਸੀਂ ਇਸ ਫੰਡ ਦੇ ਕਈ ਲਾਭਾਂ ਨੂੰ ਵੇਖਦੇ ਹਾਂ, ਆਓ ਸੈਕਸ਼ਨ 80C ਦੇ ਅਧੀਨ ਚੋਟੀ ਦੇ 7 ਸਭ ਤੋਂ ਵਧੀਆ ELSS ਟੈਕਸ ਬਚਤ ਫੰਡਾਂ ਨੂੰ ਵੇਖੀਏ।
ਧਾਰਾ 80C ਦੇ ਤਹਿਤ ELSS ਦੁਆਰਾ ਟੈਕਸ ਬਚਤ ਦੇ ਕਈ ਲਾਭ
ELSS ਸਕੀਮ ਦੋਹਰੇ ਲਾਭ ਪ੍ਰਾਪਤ ਕਰਨ ਦਾ ਇੱਕ ਸਰਲ ਤਰੀਕਾ ਹੈ- ਬਚਤ ਕਰੋਟੈਕਸ ਅਤੇ ਸਟਾਕ ਬਜ਼ਾਰਾਂ ਵਿੱਚ ਪੈਸਾ ਵਧਾਓ। ਇਸੇ ਤਰ੍ਹਾਂ, ਬਹੁਤ ਸਾਰੇ ਫਾਇਦੇ ਹਨ ਜਿਵੇਂ ਕਿ:
ELSS ਰਾਹੀਂ ਟੈਕਸ ਬਚਤ
ਇੱਕਨਿਵੇਸ਼ਕ ਟੈਕਸ ਲਈ ਯੋਗ ਹੈਕਟੌਤੀ ਧਾਰਾ 80C ਦੇ ਤਹਿਤ INR 1.5 ਲੱਖ ਤੱਕ। INR 1,50,000 ਦਾ ਇਹ ਨਿਵੇਸ਼ INR 46,350 ਤੱਕ ਟੈਕਸ ਬਚਾ ਸਕਦਾ ਹੈ। ਪਰ, ਇਹ ਸਿਰਫ ਉਹਨਾਂ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਹੈ ਜੋ 30% ਇਨਕਮ ਟੈਕਸ ਬਰੈਕਟ ਵਿੱਚ ਹਨ। 20% ਦੀ ਆਮਦਨ ਟੈਕਸ ਸਲੈਬ ਲਈ ਇਹ 30,000 ਰੁਪਏ ਹੈ ਅਤੇ 5% ਸਲੈਬ ਲਈ ਇਹ 7,525 ਰੁਪਏ ਹੈ।
ਘੱਟੋ-ਘੱਟ ਅਤੇ ਵੱਧ ਤੋਂ ਵੱਧ ਨਿਵੇਸ਼
ਨਿਵੇਸ਼ਕ ਕਰ ਸਕਦੇ ਹਨਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋ ਦੋ ਤਰੀਕਿਆਂ ਨਾਲ-SIP ਅਤੇ ਇੱਕਮੁਸ਼ਤ ਰਕਮ। ELSS ਵਿੱਚ ਨਿਵੇਸ਼ ਲਈ, ਇੱਕ SIP ਰਾਹੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਘੱਟੋ-ਘੱਟ ਰਕਮ INR 500 ਹੈ। ਅਤੇ ਇੱਕਮੁਸ਼ਤ ਰਕਮ ਲਈ ਇਹ INR 5000 ਹੈ।
ELSS ਦੀ ਲਾਕ-ਇਨ ਪੀਰੀਅਡ
ELSS ਦੇ ਮਹੱਤਵਪੂਰਨ ਲਾਭਾਂ ਵਿੱਚੋਂ ਇੱਕ ਇਹ ਹੈ ਕਿ ਇਹ ਟੈਕਸ ਬਚਾਉਣ ਦੇ ਹੋਰ ਵਿਕਲਪਾਂ ਦੇ ਮੁਕਾਬਲੇ 3 ਸਾਲਾਂ ਦੀ ਸਭ ਤੋਂ ਛੋਟੀ ਲਾਕ-ਇਨ ਮਿਆਦ ਦੇ ਨਾਲ ਆਉਂਦਾ ਹੈ।
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ਸੈਕਸ਼ਨ 80C ਦੇ ਤਹਿਤ ਵਧੀਆ ELSS ਮਿਉਚੁਅਲ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹52.0557
↓ -0.28 ₹4,515 4.4 2.7 -0.9 23.7 22.7 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 ₹50.8839
↓ -0.04 ₹224 5.5 9.1 3.5 20.2 20.1 29 BNP Paribas Long Term Equity Fund (ELSS) Growth ₹100.235
↓ -0.15 ₹935 5.8 8 5.2 18.8 17.2 23.6 Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 ₹210 -6.1 -3.5 17.6 16.7 11.6 Edelweiss Long Term Equity Fund Growth ₹116.21
↑ 0.10 ₹440 7.2 7.5 6.3 16.5 17.9 20 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25 Research Highlights & Commentary of 7 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund IDBI Equity Advantage Fund HDFC Long Term Advantage Fund JM Tax Gain Fund BNP Paribas Long Term Equity Fund (ELSS) Baroda Pioneer ELSS 96 Edelweiss Long Term Equity Fund Point 1 Highest AUM (₹4,515 Cr). Lower mid AUM (₹485 Cr). Upper mid AUM (₹1,318 Cr). Bottom quartile AUM (₹224 Cr). Upper mid AUM (₹935 Cr). Bottom quartile AUM (₹210 Cr). Lower mid AUM (₹440 Cr). Point 2 Established history (10+ yrs). Established history (12+ yrs). Oldest track record among peers (24 yrs). Established history (17+ yrs). Established history (19+ yrs). Established history (10+ yrs). Established history (16+ yrs). Point 3 Not Rated. Top rated. Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Not Rated. Rating: 2★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 22.74% (top quartile). 5Y return: 9.97% (bottom quartile). 5Y return: 17.39% (lower mid). 5Y return: 20.06% (upper mid). 5Y return: 17.16% (lower mid). 5Y return: 11.62% (bottom quartile). 5Y return: 17.87% (upper mid). Point 6 3Y return: 23.69% (top quartile). 3Y return: 20.84% (upper mid). 3Y return: 20.64% (upper mid). 3Y return: 20.16% (lower mid). 3Y return: 18.78% (lower mid). 3Y return: 16.70% (bottom quartile). 3Y return: 16.50% (bottom quartile). Point 7 1Y return: -0.91% (bottom quartile). 1Y return: 16.92% (upper mid). 1Y return: 35.51% (top quartile). 1Y return: 3.48% (bottom quartile). 1Y return: 5.23% (lower mid). 1Y return: 17.56% (upper mid). 1Y return: 6.34% (lower mid). Point 8 Alpha: -2.71 (bottom quartile). Alpha: 1.78 (upper mid). Alpha: 1.75 (upper mid). Alpha: -3.62 (bottom quartile). Alpha: -1.09 (lower mid). Alpha: 5.69 (top quartile). Alpha: -1.02 (lower mid). Point 9 Sharpe: -0.08 (bottom quartile). Sharpe: 1.21 (upper mid). Sharpe: 2.27 (upper mid). Sharpe: -0.23 (bottom quartile). Sharpe: -0.05 (lower mid). Sharpe: 2.51 (top quartile). Sharpe: -0.04 (lower mid). Point 10 Information ratio: 0.75 (top quartile). Information ratio: -1.13 (bottom quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 0.71 (upper mid). Information ratio: 0.42 (upper mid). Information ratio: -0.09 (lower mid). Information ratio: -0.13 (lower mid). Motilal Oswal Long Term Equity Fund
IDBI Equity Advantage Fund
HDFC Long Term Advantage Fund
JM Tax Gain Fund
BNP Paribas Long Term Equity Fund (ELSS)
Baroda Pioneer ELSS 96
Edelweiss Long Term Equity Fund
100 - 5,000 ਕਰੋੜ ਅਤੇ 1 ਸਾਲ ਤੋਂ ਵੱਧ ਸਮੇਂ ਲਈ ਫੰਡਾਂ ਦਾ ਪ੍ਰਬੰਧਨ ਕੀਤਾ ਹੈ ਅਤੇ ਹਿੱਸੇ ਦੀ ਸਾਲਾਨਾ ਵਾਪਸੀ 'ਤੇ ਛਾਂਟੀ ਕੀਤੀ ਹੈ3 ਸਾਲ.
(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. 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. Research Highlights for IDBI Equity Advantage Fund 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 Research Highlights for HDFC Long Term Advantage Fund 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. Research Highlights for JM Tax Gain Fund Below is the key information for JM Tax Gain Fund 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. Research Highlights for BNP Paribas Long Term Equity Fund (ELSS) Below is the key information for BNP Paribas Long Term Equity Fund (ELSS) 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. Research Highlights for Baroda Pioneer ELSS 96 Below is the key information for Baroda Pioneer ELSS 96 Returns up to 1 year are on (Erstwhile Edelweiss ELSS Fund) The primary objective of the scheme is to generate long-term capital appreciation with an option of periodic payouts at the end of lock in periods from a portfolio that invests predominantly in equity and equity related instruments. Research Highlights for Edelweiss Long Term Equity Fund Below is the key information for Edelweiss Long Term Equity Fund Returns up to 1 year are on 1. Motilal Oswal Long Term Equity Fund
Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (27 Nov 25) ₹52.0557 ↓ -0.28 (-0.54 %) Net Assets (Cr) ₹4,515 on 31 Oct 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.08 Information Ratio 0.75 Alpha Ratio -2.71 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month -0.8% 3 Month 4.4% 6 Month 2.7% 1 Year -0.9% 3 Year 23.7% 5 Year 22.7% 10 Year 15 Year Since launch 16.5% 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 Data below for Motilal Oswal Long Term Equity Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. IDBI Equity Advantage Fund
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 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 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 3. HDFC Long Term Advantage Fund
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
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 27 Nov 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 4. JM Tax Gain Fund
JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (27 Nov 25) ₹50.8839 ↓ -0.04 (-0.08 %) Net Assets (Cr) ₹224 on 31 Oct 25 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.23 Information Ratio 0.71 Alpha Ratio -3.62 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 0.8% 3 Month 5.5% 6 Month 9.1% 1 Year 3.5% 3 Year 20.2% 5 Year 20.1% 10 Year 15 Year Since launch 9.7% 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 Data below for JM Tax Gain Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. BNP Paribas Long Term Equity Fund (ELSS)
BNP Paribas Long Term Equity Fund (ELSS)
Growth Launch Date 5 Jan 06 NAV (27 Nov 25) ₹100.235 ↓ -0.15 (-0.15 %) Net Assets (Cr) ₹935 on 31 Oct 25 Category Equity - ELSS AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.21 Sharpe Ratio -0.05 Information Ratio 0.42 Alpha Ratio -1.09 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 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 27 Nov 25 Duration Returns 1 Month 2.3% 3 Month 5.8% 6 Month 8% 1 Year 5.2% 3 Year 18.8% 5 Year 17.2% 10 Year 15 Year Since launch 12.3% 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 Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Baroda Pioneer ELSS 96
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 Returns for Baroda Pioneer ELSS 96
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 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 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 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. Edelweiss Long Term Equity Fund
Edelweiss Long Term Equity Fund
Growth Launch Date 30 Dec 08 NAV (27 Nov 25) ₹116.21 ↑ 0.10 (0.09 %) Net Assets (Cr) ₹440 on 31 Oct 25 Category Equity - ELSS AMC Edelweiss Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.34 Sharpe Ratio -0.05 Information Ratio -0.13 Alpha Ratio -1.02 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Edelweiss Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 2.5% 3 Month 7.2% 6 Month 7.5% 1 Year 6.3% 3 Year 16.5% 5 Year 17.9% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 20% 2023 26.8% 2022 -0.1% 2021 30.4% 2020 13.7% 2019 9.2% 2018 -9.1% 2017 37.7% 2016 -1.1% 2015 6.7% Fund Manager information for Edelweiss Long Term Equity Fund
Name Since Tenure Data below for Edelweiss Long Term Equity Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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Research Highlights for Motilal Oswal Long Term Equity Fund