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ਕੋਨੇ ਦੇ ਆਸ ਪਾਸ ਟੈਕਸ ਸੀਜ਼ਨ ਦੇ ਨਾਲ, ਨਿਵੇਸ਼ਕ ਜੋ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨELSS ਹਮੇਸ਼ਾ ਉਹਨਾਂ ਫੰਡਾਂ 'ਤੇ ਨਜ਼ਰ ਮਾਰੋ ਜੋ ਸਭ ਤੋਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰ ਰਹੇ ਹਨਬਜ਼ਾਰ. ਕਿਉਂਕਿ, ਬਹੁਤ ਸਾਰੇ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਬਹੁਤ ਸਾਰੇ ਵਿੱਚੋਂ ਇੱਕ ਫੰਡ ਚੁਣਨਾ ਮੁਸ਼ਕਲ ਲੱਗਦਾ ਹੈ, ਅਸੀਂ ਇੱਥੇ ELSS ਸ਼੍ਰੇਣੀ ਵਿੱਚ ਕੁਝ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲਿਆਂ ਦਾ ਸੁਝਾਅ ਦੇਣ ਲਈ ਹਾਂ।
ਨਿਵੇਸ਼ਕ ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨ ਅਤੇ ਹਰ ਸਾਲ 1.5 ਲੱਖ ਰੁਪਏ ਤੱਕ ਦੀ ਬਚਤ ਕਰ ਸਕਦੇ ਹਨਧਾਰਾ 80C ਦੇਆਮਦਨ ਟੈਕਸ ਐਕਟ 1961. ELSS ਸਕੀਮਾਂ ਵਿੱਚ ਘੱਟੋ-ਘੱਟ 3 ਸਾਲਾਂ ਦੀ ਲਾਕ-ਇਨ ਮਿਆਦ ਹੁੰਦੀ ਹੈ। ਸਾਡੀ ਸਿਫ਼ਾਰਸ਼ ਕੀਤੀ ਸਭ ਤੋਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੀ ਟੈਕਸ ਬੱਚਤਮਿਉਚੁਅਲ ਫੰਡ ਏਯੂਐਮ ਵਰਗੇ ਕੁਝ ਮਹੱਤਵਪੂਰਨ ਮਾਪਦੰਡਾਂ ਨੂੰ ਪੂਰਾ ਕਰਕੇ ਧਿਆਨ ਨਾਲ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤਾ ਗਿਆ ਹੈ,ਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਆਦਿ
ਇਸ ਤਰ੍ਹਾਂ, ਨਿਵੇਸ਼ਕ ਆਸਾਨੀ ਨਾਲ ਆਪਣੀ ਟੈਕਸ ਬੱਚਤ ਦੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦੇ ਹਨਨਿਵੇਸ਼ ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ.
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ਸਰਬੋਤਮ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਟੈਕਸ ਬਚਾਉਣ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡ
To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation.. Below is the key information for Tata India Tax Savings Fund Returns up to 1 year are on The investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related securities. There can be no assurance that the investment objective of the scheme will be realised. Research Highlights for Bandhan Tax Advantage (ELSS) Fund Below is the key information for Bandhan Tax Advantage (ELSS) 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 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 longterm capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time. Research Highlights for Kotak Tax Saver Fund Below is the key information for Kotak Tax Saver Fund Returns up to 1 year are on The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities. Research Highlights for Invesco India Tax Plan Below is the key information for Invesco India Tax Plan Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Tata India Tax Savings Fund Growth ₹46.4586
↓ -0.22 ₹4,516 10.5 -0.1 3.7 13.9 13.1 4.9 Bandhan Tax Advantage (ELSS) Fund Growth ₹155.537
↓ -0.24 ₹6,767 8.9 -2.1 0.7 11.3 12.3 8 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 BOI AXA Tax Advantage Fund Growth ₹164.04
↓ -1.51 ₹1,380 9.1 1.4 1.1 14.3 12.1 -3.5 Kotak Tax Saver Fund Growth ₹116.906
↓ -0.14 ₹6,020 10.2 -1.5 -0.7 12 12.2 1.8 Invesco India Tax Plan Growth ₹124.35 ₹2,536 14.3 -0.6 -2.6 13 10.4 -2.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Jul 26 Research Highlights & Commentary of 6 Funds showcased
Commentary Tata India Tax Savings Fund Bandhan Tax Advantage (ELSS) Fund HDFC Long Term Advantage Fund BOI AXA Tax Advantage Fund Kotak Tax Saver Fund Invesco India Tax Plan Point 1 Upper mid AUM (₹4,516 Cr). Highest AUM (₹6,767 Cr). Bottom quartile AUM (₹1,318 Cr). Bottom quartile AUM (₹1,380 Cr). Upper mid AUM (₹6,020 Cr). Lower mid AUM (₹2,536 Cr). Point 2 Established history (11+ yrs). Established history (17+ yrs). Oldest track record among peers (25 yrs). Established history (17+ yrs). Established history (20+ yrs). Established history (19+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). 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. Point 5 5Y return: 13.14% (upper mid). 5Y return: 12.33% (upper mid). 5Y return: 17.39% (top quartile). 5Y return: 12.14% (bottom quartile). 5Y return: 12.19% (lower mid). 5Y return: 10.35% (bottom quartile). Point 6 3Y return: 13.86% (upper mid). 3Y return: 11.27% (bottom quartile). 3Y return: 20.64% (top quartile). 3Y return: 14.29% (upper mid). 3Y return: 12.01% (bottom quartile). 3Y return: 12.95% (lower mid). Point 7 1Y return: 3.65% (upper mid). 1Y return: 0.74% (lower mid). 1Y return: 35.51% (top quartile). 1Y return: 1.13% (upper mid). 1Y return: -0.75% (bottom quartile). 1Y return: -2.65% (bottom quartile). Point 8 Alpha: 3.02 (top quartile). Alpha: -0.53 (lower mid). Alpha: 1.75 (upper mid). Alpha: 0.43 (upper mid). Alpha: -3.18 (bottom quartile). Alpha: -6.66 (bottom quartile). Point 9 Sharpe: -0.04 (upper mid). Sharpe: -0.26 (lower mid). Sharpe: 2.27 (top quartile). Sharpe: -0.19 (upper mid). Sharpe: -0.38 (bottom quartile). Sharpe: -0.59 (bottom quartile). Point 10 Information ratio: 0.21 (upper mid). Information ratio: -0.60 (bottom quartile). Information ratio: -0.15 (upper mid). Information ratio: 0.28 (top quartile). Information ratio: -0.49 (bottom quartile). Information ratio: -0.20 (lower mid). Tata India Tax Savings Fund
Bandhan Tax Advantage (ELSS) Fund
HDFC Long Term Advantage Fund
BOI AXA Tax Advantage Fund
Kotak Tax Saver Fund
Invesco India Tax Plan
1. Tata India Tax Savings Fund
Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (07 Jul 26) ₹46.4586 ↓ -0.22 (-0.47 %) Net Assets (Cr) ₹4,516 on 31 May 26 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.04 Information Ratio 0.21 Alpha Ratio 3.02 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹10,258 30 Jun 23 ₹12,650 30 Jun 24 ₹17,258 30 Jun 25 ₹18,161 30 Jun 26 ₹18,578 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Jul 26 Duration Returns 1 Month 4.3% 3 Month 10.5% 6 Month -0.1% 1 Year 3.7% 3 Year 13.9% 5 Year 13.1% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.9% 2023 19.5% 2022 24% 2021 5.9% 2020 30.4% 2019 11.9% 2018 13.6% 2017 -8.4% 2016 46% 2015 2.1% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Sailesh Jain 16 Dec 21 4.54 Yr. Data below for Tata India Tax Savings Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 33.72% Industrials 16.32% Consumer Cyclical 12.13% Health Care 6.53% Communication Services 5.78% Basic Materials 5.59% Energy 5.44% Technology 4.8% Utility 2.96% Real Estate 1.91% Consumer Defensive 1.29% Asset Allocation
Asset Class Value Cash 2.65% Equity 97.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL6% ₹261 Cr 1,426,428 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK6% ₹258 Cr 2,050,000 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK6% ₹249 Cr 3,350,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN4% ₹197 Cr 2,040,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹178 Cr 1,350,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON3% ₹144 Cr 9,850,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹144 Cr 352,147 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | CUMMINSIND3% ₹135 Cr 230,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | NTPC3% ₹134 Cr 3,451,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 26 | 5433903% ₹113 Cr 664,850 2. Bandhan Tax Advantage (ELSS) Fund
Bandhan Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (07 Jul 26) ₹155.537 ↓ -0.24 (-0.16 %) Net Assets (Cr) ₹6,767 on 31 May 26 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio -0.26 Information Ratio -0.6 Alpha Ratio -0.53 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹10,205 30 Jun 23 ₹13,023 30 Jun 24 ₹17,446 30 Jun 25 ₹17,932 30 Jun 26 ₹17,853 Returns for Bandhan Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Jul 26 Duration Returns 1 Month 4.3% 3 Month 8.9% 6 Month -2.1% 1 Year 0.7% 3 Year 11.3% 5 Year 12.3% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 13.1% 2022 28.3% 2021 4.2% 2020 49.2% 2019 18.7% 2018 1.9% 2017 -9.4% 2016 53.4% 2015 0.4% Fund Manager information for Bandhan Tax Advantage (ELSS) Fund
Name Since Tenure Daylynn Pinto 20 Oct 16 9.7 Yr. Ritika Behera 7 Oct 23 2.73 Yr. Gaurav Satra 10 Jun 24 2.06 Yr. Data below for Bandhan Tax Advantage (ELSS) Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 32.84% Technology 9.75% Consumer Cyclical 8.93% Consumer Defensive 8.47% Energy 7.82% Basic Materials 6.81% Health Care 6.02% Industrials 5.71% Communication Services 2.57% Real Estate 2.15% Utility 1.82% Asset Allocation
Asset Class Value Cash 6.37% Equity 93.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK7% ₹499 Cr 6,700,000
↑ 400,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE6% ₹436 Cr 3,300,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK5% ₹346 Cr 9,000,000
↑ 500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK5% ₹339 Cr 2,700,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS4% ₹260 Cr 1,150,000
↑ 50,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | AXISBANK3% ₹235 Cr 1,825,000 Sterlite Technologies Ltd (Technology)
Equity, Since 30 Apr 24 | STLTECH3% ₹214 Cr 4,000,000
↓ -2,500,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY3% ₹186 Cr 1,600,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | MARUTI3% ₹177 Cr 135,000
↑ 10,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL3% ₹174 Cr 950,000
↑ 100,000 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 30 Jun 21 ₹10,000
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 7 Jul 26 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. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (07 Jul 26) ₹164.04 ↓ -1.51 (-0.91 %) Net Assets (Cr) ₹1,380 on 31 May 26 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.19 Information Ratio 0.28 Alpha Ratio 0.43 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹9,536 30 Jun 23 ₹12,057 30 Jun 24 ₹19,060 30 Jun 25 ₹18,087 30 Jun 26 ₹18,195 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Jul 26 Duration Returns 1 Month 3.1% 3 Month 9.1% 6 Month 1.4% 1 Year 1.1% 3 Year 14.3% 5 Year 12.1% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.5% 2023 21.6% 2022 34.8% 2021 -1.3% 2020 41.5% 2019 31.2% 2018 14.6% 2017 -16.3% 2016 57.7% 2015 -1.2% Fund Manager information for BOI AXA Tax Advantage Fund
Name Since Tenure Alok Singh 27 Apr 22 4.18 Yr. Data below for BOI AXA Tax Advantage Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 24.72% Industrials 19.59% Basic Materials 16.92% Consumer Cyclical 9.64% Consumer Defensive 6.17% Utility 5.36% Technology 3.25% Communication Services 3.11% Health Care 2.76% Energy 2.15% Real Estate 0.11% Asset Allocation
Asset Class Value Cash 3.61% Equity 96.27% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN4% ₹56 Cr 584,286 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL3% ₹47 Cr 110,000
↓ -4,000 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 May 24 | 5433493% ₹45 Cr 142,759 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL3% ₹43 Cr 235,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK3% ₹42 Cr 335,000 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Apr 25 | ADANIPORTS3% ₹40 Cr 224,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | NTPC3% ₹40 Cr 1,041,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK3% ₹39 Cr 530,000
↑ 20,000 Power Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 26 | PFC3% ₹38 Cr 885,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | UNOMINDA3% ₹36 Cr 330,439 5. Kotak Tax Saver Fund
Kotak Tax Saver Fund
Growth Launch Date 23 Nov 05 NAV (07 Jul 26) ₹116.906 ↓ -0.14 (-0.12 %) Net Assets (Cr) ₹6,020 on 31 May 26 Category Equity - ELSS AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.76 Sharpe Ratio -0.39 Information Ratio -0.49 Alpha Ratio -3.18 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹10,018 30 Jun 23 ₹12,630 30 Jun 24 ₹17,845 30 Jun 25 ₹18,129 30 Jun 26 ₹17,587 Returns for Kotak Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Jul 26 Duration Returns 1 Month 5.9% 3 Month 10.2% 6 Month -1.5% 1 Year -0.7% 3 Year 12% 5 Year 12.2% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 1.8% 2023 21.8% 2022 23.6% 2021 6.9% 2020 33.2% 2019 14.9% 2018 12.7% 2017 -3.8% 2016 33.8% 2015 7.5% Fund Manager information for Kotak Tax Saver Fund
Name Since Tenure Harsha Upadhyaya 25 Aug 15 10.86 Yr. Data below for Kotak Tax Saver Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 31.54% Industrials 12.76% Consumer Cyclical 11.47% Basic Materials 8.77% Health Care 6.97% Technology 6.38% Energy 6.23% Communication Services 5.22% Utility 4.84% Consumer Defensive 4.57% Asset Allocation
Asset Class Value Cash 1.24% Equity 98.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK7% ₹447 Cr 6,000,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN5% ₹304 Cr 3,150,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK5% ₹289 Cr 2,300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 21 | BHARTIARTL4% ₹222 Cr 1,215,714 NTPC Ltd (Utilities)
Equity, Since 30 Sep 22 | NTPC3% ₹201 Cr 5,200,000
↑ 200,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 23 | TECHM3% ₹178 Cr 1,200,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 14 | LT3% ₹163 Cr 400,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | ETERNAL2% ₹150 Cr 6,000,000 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | BRITANNIA2% ₹148 Cr 285,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 29 Feb 24 | HINDPETRO2% ₹148 Cr 3,750,000 6. Invesco India Tax Plan
Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (07 Jul 26) ₹124.35 Net Assets (Cr) ₹2,536 on 31 May 26 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio -0.59 Information Ratio -0.2 Alpha Ratio -6.66 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹9,344 30 Jun 23 ₹11,538 30 Jun 24 ₹16,219 30 Jun 25 ₹17,153 30 Jun 26 ₹16,346 Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Jul 26 Duration Returns 1 Month 7.1% 3 Month 14.3% 6 Month -0.6% 1 Year -2.6% 3 Year 13% 5 Year 10.4% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -2.8% 2023 25.2% 2022 30.9% 2021 -7.7% 2020 32.6% 2019 19.2% 2018 9.4% 2017 -1.3% 2016 35.7% 2015 3.4% Fund Manager information for Invesco India Tax Plan
Name Since Tenure Deepesh Kashyap 1 Jul 25 1 Yr. Data below for Invesco India Tax Plan as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 27.03% Industrials 19.27% Consumer Cyclical 17.41% Health Care 10.02% Basic Materials 7.78% Technology 6.14% Real Estate 4.67% Consumer Defensive 2.64% Energy 2.16% Communication Services 1.5% Asset Allocation
Asset Class Value Cash 1.37% Equity 98.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK3% ₹88 Cr 1,183,079
↑ 133,596 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK3% ₹85 Cr 674,121 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | AXISBANK2% ₹63 Cr 490,437
↓ -61,718 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | BAJFINANCE2% ₹58 Cr 637,430 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 26 | RELIANCE2% ₹55 Cr 415,522
↑ 36,761 Coforge Ltd (Technology)
Equity, Since 31 May 24 | COFORGE2% ₹55 Cr 383,458
↓ -29,626 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 25 | INDIGO2% ₹54 Cr 122,889
↑ 5,520 Metro Brands Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | METROBRAND2% ₹52 Cr 507,885 Transformers & Rectifiers (India) Ltd (Industrials)
Equity, Since 30 Sep 25 | TARIL2% ₹49 Cr 1,515,471
↑ 87,232 ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 25 | ZFCVINDIA2% ₹48 Cr 33,000
ਇਕੁਇਟੀ ਲਿੰਕਡ ਸੇਵਿੰਗ ਸਕੀਮ ਵਿੱਚ ਟੈਕਸ ਬਚਤ
ਆਉ ELSS ਦੇ ਨਾਲ ਅਤੇ ਬਿਨਾਂ ਟੈਕਸ ਬੱਚਤਾਂ ਦੀ ਤੁਲਨਾ ਕਰਕੇ ਟੈਕਸ ਲਾਭਾਂ ਦੀ ਜਾਂਚ ਕਰੀਏ:
| ਖਾਸ | ਟੈਕਸ ਯੋਜਨਾਬੰਦੀ (ELSS) | ਕੋਈ ਟੈਕਸ ਯੋਜਨਾ ਨਹੀਂ |
|---|---|---|
| ਕੁੱਲ ਕੁੱਲਆਮਦਨ | 8,00,000 | 8,00,000 |
| ਟੈਕਸ ਤੋਂ ਛੋਟ | 1,50,000 | ਕੋਈ ਨਹੀਂ |
| ਕੁੱਲਕਰਯੋਗ ਆਮਦਨ | 6,50,000 | 8,00,000 |
| ਟੈਕਸ ਦਾ ਭੁਗਤਾਨ ਕੀਤਾ ਜਾਣਾ ਹੈ | 32,500 ਹੈ | 62,500 ਹੈ |
| ਬਚਤ ਰਕਮ | 30,000 | ਕੋਈ ਨਹੀਂ |
ਇਸ ਲਈ, ELSS ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਕੇ ਬਚਾਈ ਗਈ ਕੁੱਲ ਰਕਮ INR 30,000 ਹੈ।
ਟੈਕਸ ਬਚਤ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੇ ਲਾਭ
ਟੈਕਸ ਲਾਭਾਂ ਦੇ ਨਾਲ, ELSS ਤੁਹਾਨੂੰ ਹੇਠਾਂ ਦਿੱਤੇ ਫਾਇਦੇ ਵੀ ਪ੍ਰਦਾਨ ਕਰਦਾ ਹੈ:
ਇਕੁਇਟੀ ਰਿਟਰਨ
ਜਿਵੇਂ ਕਿ ELSS ਇਕੁਇਟੀ ਅਤੇ ਟੈਕਸ ਬੱਚਤ ਦਾ ਸੁਮੇਲ ਹੈ, ਤੁਹਾਡੇ ਦੁਆਰਾ ਨਿਵੇਸ਼ ਕੀਤਾ ਪੈਸਾ ਸਟਾਕ ਮਾਰਕੀਟ ਦੇ ਵਧਣ ਨਾਲ ਵਧਦਾ ਹੈ। ਇਸ ਲਈ, ਨਿਵੇਸ਼ਕ ਇਕੁਇਟੀ ਮਾਰਕੀਟ ਤੋਂ ਵੀ ਰਿਟਰਨ ਕਮਾ ਸਕਦੇ ਹਨ। ਇਸ ਲਈ, ELSS ਇੱਕ ਲੰਬੇ ਸਮੇਂ ਦੀ ਦੌਲਤ ਸਿਰਜਣ ਦਾ ਇੱਕ ਰਾਹ ਵੀ ਹੈ।
SIP ਲਾਭ
ਇੱਕਮੁਸ਼ਤ ਰਕਮ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਬਜਾਏ, ਨਿਵੇਸ਼ਕ ਇੱਕ ਦੁਆਰਾ ਮਹੀਨਾਵਾਰ ਨਿਵੇਸ਼ ਕਰਕੇ ਇੱਕ ਆਸਾਨ ਰਸਤਾ ਚੁਣ ਸਕਦੇ ਹਨ।SIP. ਇੱਕ SIP ਦੇ ਨਾਲ, ਕੋਈ ਵੀ INR 500 ਤੱਕ ਘੱਟ ਨਿਵੇਸ਼ ਕਰ ਸਕਦਾ ਹੈ, ਇਸ ਨੂੰ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਸਭ ਤੋਂ ਕਿਫਾਇਤੀ ਟੈਕਸ-ਯੋਜਨਾਬੰਦੀ ਅਤੇ ਨਿਵੇਸ਼ ਦਾ ਮੌਕਾ ਬਣਾਉਂਦਾ ਹੈ।
ਸਭ ਤੋਂ ਛੋਟਾ ਲੌਕ-ਇਨ ਪੀਰੀਅਡ
ELSS ਦੀ ਲਾਕ-ਇਨ ਅਵਧੀ 3 ਸਾਲਾਂ ਦੀ ਹੈ, ਜੋ ਕਿ ਹੋਰ ਸਾਰੇ ਟੈਕਸ-ਬਚਤ ਯੰਤਰਾਂ ਵਿੱਚੋਂ ਸਭ ਤੋਂ ਛੋਟੀ ਲਾਕ-ਇਨ ਮਿਆਦ ਹੈ।
ਈਐਲਐਸਐਸ ਫੰਡਾਂ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।
ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ
ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!
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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