+91-22-489139092022 ਲਈ ਚੋਟੀ ਦੇ 3 ਸਭ ਤੋਂ ਵਧੀਆ ਟੈਕਸ ਬਚਾਉਣ ਵਾਲੇ ELSS ਮਿਉਚੁਅਲ ਫੰਡ
ਸਰਬੋਤਮ ਐਲਐਸ ਫੰਡ ਜਾਂ ਇਕੁਇਟੀ ਲਿੰਕਡ ਸੇਵਿੰਗਜ਼ ਸਕੀਮਾਂ (ਟੈਕਸ ਸੇਵਿੰਗ) ਇਕੁਇਟੀ ਵਿਭਿੰਨ ਹਨਮਿਉਚੁਅਲ ਫੰਡ ਜੋ ਪ੍ਰਦਾਨ ਕਰਨ ਲਈ ਮੁੱਖ ਤੌਰ 'ਤੇ ਇਕੁਇਟੀ-ਲਿੰਕਡ ਯੰਤਰਾਂ (ਜਿਵੇਂ ਸ਼ੇਅਰ ਅਤੇ ਸਟਾਕ) ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨਬਜ਼ਾਰ- ਲਿੰਕਡ ਰਿਟਰਨ। ਆਮ ਤੌਰ 'ਤੇ, ਫੰਡ ਕਾਰਪਸ ਦਾ 80% ਹਿੱਸਾ ਇਕੁਇਟੀ ਵਿੱਚ ਨਿਵੇਸ਼ ਕੀਤਾ ਜਾਂਦਾ ਹੈ ਅਤੇ ਬਾਕੀ ਰਿਣ ਯੰਤਰਾਂ ਵਿੱਚ। ਵਧੀਆELSS ਫੰਡਾਂ ਨੂੰ ਟੈਕਸ ਬਚਾਉਣ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਜੋਂ ਵੀ ਜਾਣਿਆ ਜਾਂਦਾ ਹੈ ਕਿਉਂਕਿ ਉਹ ਅਧੀਨ ਟੈਕਸ ਲਾਭ ਪੇਸ਼ ਕਰਦੇ ਹਨਧਾਰਾ 80C ਦੀਆਮਦਨ ਟੈਕਸ ਐਕਟ. ਇਸ ਤੋਂ ਇਲਾਵਾ, ELSS ਮਿਉਚੁਅਲ ਫੰਡ ਓਪਨ-ਐਂਡਡ ਹੁੰਦੇ ਹਨ, ਜਿਸਦਾ ਮਤਲਬ ਹੈ ਕਿ ਨਿਵੇਸ਼ਕ ਜਦੋਂ ਚਾਹੁਣ ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਗਾਹਕ ਬਣ ਸਕਦੇ ਹਨ। ਹਾਲਾਂਕਿ, ਪਹਿਲਾਂਨਿਵੇਸ਼ ਇਹਨਾਂ ਟੈਕਸ ਬਚਾਉਣ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ, ਸਭ ਤੋਂ ਵਧੀਆ ELSS ਫੰਡਾਂ ਦੀ ਸੂਚੀ 'ਤੇ ਵਿਚਾਰ ਕਰਨ ਦਾ ਸੁਝਾਅ ਦਿੱਤਾ ਜਾਂਦਾ ਹੈ।
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2022 ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਚੋਟੀ ਦੇ 3 ELSS ਫੰਡ
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. Below is the key information for SBI Magnum Tax Gain Fund Returns up to 1 year are on (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. Research Highlights for Motilal Oswal Long Term Equity Fund 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 Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹48.7612
↓ -0.67 ₹4,188 -7.9 -4.5 11.9 21.4 16.9 -9.1 DSP Tax Saver Fund Growth ₹143.871
↓ -1.86 ₹17,223 -0.2 4.1 14.4 20.4 17.1 7.5 Nippon India Tax Saver Fund (ELSS) Growth ₹130.335
↓ -2.07 ₹14,881 -1.4 0.8 15.3 18 16 6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 26 Research Highlights & Commentary of 3 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund DSP Tax Saver Fund Nippon India Tax Saver Fund (ELSS) Point 1 Bottom quartile AUM (₹4,188 Cr). Highest AUM (₹17,223 Cr). Lower mid AUM (₹14,881 Cr). Point 2 Established history (11+ yrs). Established history (19+ yrs). Oldest track record among peers (20 yrs). Point 3 Not Rated. Top rated. Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 16.92% (lower mid). 5Y return: 17.07% (upper mid). 5Y return: 16.03% (bottom quartile). Point 6 3Y return: 21.40% (upper mid). 3Y return: 20.36% (lower mid). 3Y return: 17.98% (bottom quartile). Point 7 1Y return: 11.91% (bottom quartile). 1Y return: 14.36% (lower mid). 1Y return: 15.27% (upper mid). Point 8 Alpha: -5.20 (bottom quartile). Alpha: 1.75 (upper mid). Alpha: 0.95 (lower mid). Point 9 Sharpe: -0.04 (bottom quartile). Sharpe: 0.33 (upper mid). Sharpe: 0.26 (lower mid). Point 10 Information ratio: 0.49 (lower mid). Information ratio: 0.93 (upper mid). Information ratio: 0.22 (bottom quartile). Motilal Oswal Long Term Equity Fund
DSP Tax Saver Fund
Nippon India Tax Saver Fund (ELSS)
1. SBI Magnum Tax Gain Fund
SBI Magnum Tax Gain Fund
Growth Launch Date 7 May 07 NAV (19 Feb 26) ₹445.873 ↓ -5.81 (-1.29 %) Net Assets (Cr) ₹31,862 on 31 Jan 26 Category Equity - ELSS AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio 0.13 Information Ratio 1.85 Alpha Ratio -0.63 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jan 21 ₹10,000 31 Jan 22 ₹13,136 31 Jan 23 ₹13,737 31 Jan 24 ₹20,630 31 Jan 25 ₹24,199 31 Jan 26 ₹25,870 Returns for SBI Magnum Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 26 Duration Returns 1 Month 0.5% 3 Month -0.7% 6 Month 2.3% 1 Year 11.5% 3 Year 23.4% 5 Year 19.2% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.6% 2023 27.7% 2022 40% 2021 6.9% 2020 31% 2019 18.9% 2018 4% 2017 -8.3% 2016 33% 2015 2.1% Fund Manager information for SBI Magnum Tax Gain Fund
Name Since Tenure Milind Agrawal 1 Jan 26 0.08 Yr. Data below for SBI Magnum Tax Gain Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 34.93% Basic Materials 10.42% Consumer Cyclical 10.31% Energy 8.89% Technology 8.35% Health Care 6.78% Industrials 6.19% Utility 4.28% Communication Services 3.08% Consumer Defensive 1.94% Real Estate 1.03% Asset Allocation
Asset Class Value Cash 3.68% Equity 96.2% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK8% ₹2,656 Cr 28,586,506 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE5% ₹1,573 Cr 11,275,148 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 11 | AXISBANK4% ₹1,367 Cr 9,973,332
↑ 3,500,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK4% ₹1,336 Cr 32,750,000
↑ 14,500,000 State Bank of India (Financial Services)
Equity, Since 31 May 06 | SBIN4% ₹1,329 Cr 12,335,639
↑ 3,000,000 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Oct 21 | TATASTEEL4% ₹1,197 Cr 62,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK4% ₹1,159 Cr 8,551,361
↑ 1,135,124 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | M&M3% ₹863 Cr 2,515,083 Infosys Ltd (Technology)
Equity, Since 31 Mar 18 | INFY3% ₹832 Cr 5,070,498
↑ 2,000,000 Cipla Ltd (Healthcare)
Equity, Since 31 Jul 18 | CIPLA3% ₹807 Cr 6,098,542 2. Motilal Oswal Long Term Equity Fund
Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (19 Feb 26) ₹48.7612 ↓ -0.67 (-1.35 %) Net Assets (Cr) ₹4,188 on 31 Jan 26 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.04 Information Ratio 0.49 Alpha Ratio -5.2 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jan 21 ₹10,000 31 Jan 22 ₹13,265 31 Jan 23 ₹13,176 31 Jan 24 ₹19,252 31 Jan 25 ₹23,449 31 Jan 26 ₹23,990 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 26 Duration Returns 1 Month -1.1% 3 Month -7.9% 6 Month -4.5% 1 Year 11.9% 3 Year 21.4% 5 Year 16.9% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 -9.1% 2023 47.7% 2022 37% 2021 1.8% 2020 32.1% 2019 8.8% 2018 13.2% 2017 -8.7% 2016 44% 2015 12.5% Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Ajay Khandelwal 11 Dec 23 2.14 Yr. Rakesh Shetty 22 Nov 22 3.2 Yr. Atul Mehra 1 Oct 24 1.34 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 33.05% Industrials 22.97% Consumer Cyclical 16.09% Technology 9.79% Basic Materials 8.83% Real Estate 3.76% Health Care 2.64% Consumer Defensive 1.83% Asset Allocation
Asset Class Value Cash 1.03% Equity 98.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX8% ₹328 Cr 1,296,040 Piramal Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | PIRAMALFIN6% ₹244 Cr 1,401,921
↑ 113,688 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433205% ₹219 Cr 8,000,000 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 25 | MUTHOOTFIN5% ₹209 Cr 546,874 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 30 Nov 25 | GROWW5% ₹194 Cr 10,941,411
↑ 797,603 PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 5390064% ₹185 Cr 102,631
↑ 2,310 Waaree Energies Ltd (Technology)
Equity, Since 31 Oct 24 | 5442774% ₹163 Cr 583,979 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 24 | BEL4% ₹162 Cr 3,598,038 Jain Resource Recycling Ltd (Basic Materials)
Equity, Since 31 Oct 25 | JAINREC4% ₹159 Cr 3,870,864
↑ 1,023,142 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE4% ₹157 Cr 1,077,437 3. 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 31 Jan 21 ₹10,000 31 Jan 22 ₹12,897 31 Jan 23 ₹12,807 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 26 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
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 SBI Magnum Tax Gain Fund