+91-22-489139096 ਸਭ ਤੋਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਟੈਕਸ ਸੇਵਿੰਗ ਮਿਉਚੁਅਲ ਫੰਡ 2022
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.
Talk to our investment specialist
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 ₹44.8227
↓ -0.11 ₹4,747 -2.6 10.5 2.5 10.4 10.1 4.9 Bandhan Tax Advantage (ELSS) Fund Growth ₹148.249
↑ 0.16 ₹7,005 -3.2 7.6 -1.1 7.4 9.4 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 ₹160.77
↓ -0.57 ₹1,414 -2 10.1 2.4 10.2 9.9 -3.5 Kotak Tax Saver Fund Growth ₹113.276
↑ 0.33 ₹6,384 -0.9 10.8 -0.5 9 10 1.8 Invesco India Tax Plan Growth ₹121.76
↓ -0.45 ₹2,764 -0.1 16.8 -1.8 10.3 8 -2.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Sep 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 (₹4,747 Cr). Highest AUM (₹7,005 Cr). Bottom quartile AUM (₹1,318 Cr). Bottom quartile AUM (₹1,414 Cr). Upper mid AUM (₹6,384 Cr). Lower mid AUM (₹2,764 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: 10.09% (upper mid). 5Y return: 9.44% (bottom quartile). 5Y return: 17.39% (top quartile). 5Y return: 9.86% (lower mid). 5Y return: 9.96% (upper mid). 5Y return: 7.99% (bottom quartile). Point 6 3Y return: 10.36% (upper mid). 3Y return: 7.45% (bottom quartile). 3Y return: 20.64% (top quartile). 3Y return: 10.21% (lower mid). 3Y return: 9.04% (bottom quartile). 3Y return: 10.27% (upper mid). Point 7 1Y return: 2.49% (upper mid). 1Y return: -1.07% (bottom quartile). 1Y return: 35.51% (top quartile). 1Y return: 2.39% (upper mid). 1Y return: -0.47% (lower mid). 1Y return: -1.75% (bottom quartile). Point 8 Alpha: 6.01 (top quartile). Alpha: -0.02 (bottom quartile). Alpha: 1.75 (upper mid). Alpha: 2.55 (upper mid). Alpha: 0.24 (lower mid). Alpha: 0.13 (bottom quartile). Point 9 Sharpe: 0.40 (upper mid). Sharpe: 0.03 (bottom quartile). Sharpe: 2.27 (top quartile). Sharpe: 0.19 (upper mid). Sharpe: 0.08 (lower mid). Sharpe: 0.04 (bottom quartile). Point 10 Information ratio: 0.18 (upper mid). Information ratio: -0.92 (bottom quartile). Information ratio: -0.15 (lower mid). Information ratio: 0.16 (upper mid). Information ratio: -0.26 (bottom quartile). Information ratio: 0.20 (top quartile). 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 (30 Sep 26) ₹44.8227 ↓ -0.11 (-0.24 %) Net Assets (Cr) ₹4,747 on 31 Aug 26 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.4 Information Ratio 0.18 Alpha Ratio 6.01 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,192 30 Sep 23 ₹12,034 30 Sep 24 ₹16,837 30 Sep 25 ₹15,781 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 26 Duration Returns 1 Month -6.4% 3 Month -2.6% 6 Month 10.5% 1 Year 2.5% 3 Year 10.4% 5 Year 10.1% 10 Year 15 Year Since launch 13.4% 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 4.71 Yr. Data below for Tata India Tax Savings Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 35.22% Industrials 17.22% Consumer Cyclical 13.15% Health Care 6.74% Communication Services 5.44% Energy 4.66% Basic Materials 4.52% Technology 3.12% Utility 2.38% Real Estate 2.26% Consumer Defensive 1.57% Asset Allocation
Asset Class Value Cash 3.73% Equity 96.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL5% ₹258 Cr 1,426,428 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK5% ₹238 Cr 1,639,000 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK5% ₹228 Cr 3,210,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN5% ₹216 Cr 2,040,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹172 Cr 1,350,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON3% ₹154 Cr 9,000,000
↓ -850,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 26 | POLICYBZR3% ₹153 Cr 814,850 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹142 Cr 352,147 Pricol Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | PRICOLLTD3% ₹135 Cr 1,682,941 Motilal Oswal Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 25 | MOTILALOFS3% ₹128 Cr 1,231,123 2. Bandhan Tax Advantage (ELSS) Fund
Bandhan Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (30 Sep 26) ₹148.249 ↑ 0.16 (0.11 %) Net Assets (Cr) ₹7,005 on 31 Jul 26 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 0.03 Information Ratio -0.92 Alpha Ratio -0.02 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,337 30 Sep 23 ₹12,656 30 Sep 24 ₹16,987 30 Sep 25 ₹15,870 Returns for Bandhan Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 26 Duration Returns 1 Month -4.9% 3 Month -3.2% 6 Month 7.6% 1 Year -1.1% 3 Year 7.4% 5 Year 9.4% 10 Year 15 Year Since launch 16.4% 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 9.87 Yr. Ritika Behera 7 Oct 23 2.9 Yr. Gaurav Satra 10 Jun 24 2.23 Yr. Data below for Bandhan Tax Advantage (ELSS) Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 36.02% Consumer Defensive 9.84% Technology 8.96% Consumer Cyclical 8.27% Energy 7.9% Health Care 6.96% Basic Materials 6.72% Industrials 3.96% Communication Services 2.47% Real Estate 2.39% Utility 1.69% Asset Allocation
Asset Class Value Cash 4.82% Equity 95.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK8% ₹539 Cr 7,600,000
↑ 200,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK6% ₹440 Cr 10,500,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE6% ₹434 Cr 3,400,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK6% ₹393 Cr 2,700,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS4% ₹300 Cr 1,250,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY3% ₹215 Cr 1,900,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 5322153% ₹208 Cr 1,600,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | MARUTI3% ₹183 Cr 135,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL2% ₹172 Cr 950,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 24 | LT2% ₹162 Cr 400,000 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
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 30 Sep 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 (30 Sep 26) ₹160.77 ↓ -0.57 (-0.35 %) Net Assets (Cr) ₹1,414 on 31 Aug 26 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.19 Information Ratio 0.16 Alpha Ratio 2.55 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,743 30 Sep 23 ₹11,953 30 Sep 24 ₹17,421 30 Sep 25 ₹15,627 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 26 Duration Returns 1 Month -3.2% 3 Month -2% 6 Month 10.1% 1 Year 2.4% 3 Year 10.2% 5 Year 9.9% 10 Year 15 Year Since launch 17.1% 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 4.35 Yr. Data below for BOI AXA Tax Advantage Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Industrials 21.34% Financial Services 21.26% Basic Materials 10.51% Consumer Cyclical 9.13% Consumer Defensive 6% Utility 4.14% Technology 3.34% Communication Services 3.2% Health Care 3.17% Energy 2.03% Real Estate 0.12% Asset Allocation
Asset Class Value Cash 15.07% Equity 84.81% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN5% ₹76 Cr 715,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹64 Cr 440,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL4% ₹53 Cr 110,000 Quality Power Electrical Equipments Ltd (Industrials)
Equity, Since 31 Jul 25 | QPOWER3% ₹47 Cr 324,293 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL3% ₹45 Cr 250,000
↑ 15,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | UNOMINDA3% ₹42 Cr 330,439 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 30 Apr 22 | BALRAMCHIN3% ₹40 Cr 579,622
↑ 14,622 HEG Advanced Materials Ltd (Industrials)
Equity, Since 31 Dec 22 | HEG3% ₹39 Cr 530,000 LG Electronics India Ltd (Technology)
Equity, Since 31 Dec 25 | LGEINDIA3% ₹37 Cr 217,000 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Aug 26 | EIDPARRY3% ₹36 Cr 450,000
↑ 450,000 5. Kotak Tax Saver Fund
Kotak Tax Saver Fund
Growth Launch Date 23 Nov 05 NAV (30 Sep 26) ₹113.276 ↑ 0.33 (0.29 %) Net Assets (Cr) ₹6,384 on 31 Aug 26 Category Equity - ELSS AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.76 Sharpe Ratio 0.08 Information Ratio -0.26 Alpha Ratio 0.24 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,331 30 Sep 23 ₹12,400 30 Sep 24 ₹17,390 30 Sep 25 ₹16,151 Returns for Kotak Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 26 Duration Returns 1 Month -4.6% 3 Month -0.9% 6 Month 10.8% 1 Year -0.5% 3 Year 9% 5 Year 10% 10 Year 15 Year Since launch 12.3% 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 11.03 Yr. Data below for Kotak Tax Saver Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 31.37% Consumer Cyclical 14.34% Industrials 11% Health Care 10.41% Basic Materials 8.11% Technology 6.68% Energy 4.91% Communication Services 4.26% Consumer Defensive 3.94% Utility 3.74% Asset Allocation
Asset Class Value Cash 1.25% Equity 98.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK7% ₹425 Cr 6,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK5% ₹334 Cr 2,300,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN5% ₹334 Cr 3,150,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 21 | BHARTIARTL3% ₹217 Cr 1,200,000
↓ -15,714 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | ETERNAL3% ₹197 Cr 6,000,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 23 | 5327553% ₹195 Cr 1,200,000 Bosch Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | 5005303% ₹175 Cr 35,000 NTPC Ltd (Utilities)
Equity, Since 30 Sep 22 | 5325553% ₹170 Cr 5,200,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000343% ₹166 Cr 1,575,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 May 25 | DIVISLAB3% ₹166 Cr 175,000 6. Invesco India Tax Plan
Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (30 Sep 26) ₹121.76 ↓ -0.45 (-0.37 %) Net Assets (Cr) ₹2,764 on 31 Aug 26 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.04 Information Ratio 0.2 Alpha Ratio 0.13 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,229 30 Sep 23 ₹10,953 30 Sep 24 ₹15,900 30 Sep 25 ₹14,948 Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 26 Duration Returns 1 Month -5.6% 3 Month -0.1% 6 Month 16.8% 1 Year -1.8% 3 Year 10.3% 5 Year 8% 10 Year 15 Year Since launch 13.5% 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 1.17 Yr. Data below for Invesco India Tax Plan as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 30.31% Consumer Cyclical 20.54% Industrials 14.25% Health Care 11.04% Technology 7.29% Real Estate 5.68% Basic Materials 4.93% Consumer Defensive 2.89% Communication Services 1.73% Energy 0.81% Asset Allocation
Asset Class Value Cash 0.54% Equity 99.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK4% ₹119 Cr 1,680,697 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK4% ₹101 Cr 697,836
↓ -36,732 Jyoti CNC Automation Ltd (Industrials)
Equity, Since 30 Jun 24 | JYOTICNC2% ₹68 Cr 682,470
↓ -76,591 Coforge Ltd (Technology)
Equity, Since 31 May 24 | COFORGE2% ₹60 Cr 301,485
↓ -18,660 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | DIVISLAB2% ₹58 Cr 61,507
↑ 5,349 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5322152% ₹58 Cr 447,024
↓ -43,413 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 25 | INDIGO2% ₹55 Cr 105,638 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL2% ₹55 Cr 1,665,262
↓ -180,851 Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Sep 24 | BECTORFOOD2% ₹54 Cr 2,362,900
↓ -126,133 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000342% ₹53 Cr 498,585
↓ -70,329
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।
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.
©2026 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for Tata India Tax Savings Fund