SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909Dashboard

ਵਿੱਤੀ ਸਾਲ 22 - 23 ਲਈ ਚੋਟੀ ਦੇ 5 ਵਧੀਆ ਟੈਕਸ ਬਚਾਉਣ ਵਾਲੇ ELSS ਮਿਉਚੁਅਲ ਫੰਡ

Updated on July 8, 2026 , 9832 views

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।

Tax-Savings

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

ਵਿੱਤੀ ਸਾਲ 22 - 23 ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਚੋਟੀ ਦੇ 5 ELSS ਫੰਡ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28
₹1,3181.215.435.520.617.4
BNP Paribas Long Term Equity Fund (ELSS) Growth ₹99.27
↑ 1.20
₹8824.81.23.815.912.54.8
Edelweiss Long Term Equity Fund Growth ₹114.95
↑ 1.39
₹4364.80.73.313.812.36.7
BOI AXA Tax Advantage Fund Growth ₹164.47
↑ 1.92
₹1,38044.61.614.412.2-3.5
PGIM India Tax Savings Fund Growth ₹34.43
↑ 0.30
₹68970.1-2.88.710.52
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 22

Research Highlights & Commentary of 5 Funds showcased

CommentaryHDFC Long Term Advantage FundBNP Paribas Long Term Equity Fund (ELSS)Edelweiss Long Term Equity FundBOI AXA Tax Advantage Fund PGIM India Tax Savings Fund
Point 1Upper mid AUM (₹1,318 Cr).Lower mid AUM (₹882 Cr).Bottom quartile AUM (₹436 Cr).Highest AUM (₹1,380 Cr).Bottom quartile AUM (₹689 Cr).
Point 2Oldest track record among peers (25 yrs).Established history (20+ yrs).Established history (17+ yrs).Established history (17+ yrs).Established history (10+ yrs).
Point 3Top rated.Rating: 3★ (upper mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Not Rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 17.39% (top quartile).5Y return: 12.53% (upper mid).5Y return: 12.25% (lower mid).5Y return: 12.22% (bottom quartile).5Y return: 10.48% (bottom quartile).
Point 63Y return: 20.64% (top quartile).3Y return: 15.90% (upper mid).3Y return: 13.76% (bottom quartile).3Y return: 14.45% (lower mid).3Y return: 8.70% (bottom quartile).
Point 71Y return: 35.51% (top quartile).1Y return: 3.78% (upper mid).1Y return: 3.28% (lower mid).1Y return: 1.56% (bottom quartile).1Y return: -2.77% (bottom quartile).
Point 8Alpha: 1.75 (upper mid).Alpha: 1.65 (lower mid).Alpha: 2.87 (top quartile).Alpha: 0.43 (bottom quartile).Alpha: -5.45 (bottom quartile).
Point 9Sharpe: 2.27 (top quartile).Sharpe: -0.10 (lower mid).Sharpe: -0.04 (upper mid).Sharpe: -0.19 (bottom quartile).Sharpe: -0.51 (bottom quartile).
Point 10Information ratio: -0.15 (bottom quartile).Information ratio: 0.61 (top quartile).Information ratio: 0.12 (lower mid).Information ratio: 0.28 (upper mid).Information ratio: -1.44 (bottom quartile).

HDFC Long Term Advantage Fund

  • Upper mid AUM (₹1,318 Cr).
  • Oldest track record among peers (25 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.39% (top quartile).
  • 3Y return: 20.64% (top quartile).
  • 1Y return: 35.51% (top quartile).
  • Alpha: 1.75 (upper mid).
  • Sharpe: 2.27 (top quartile).
  • Information ratio: -0.15 (bottom quartile).

BNP Paribas Long Term Equity Fund (ELSS)

  • Lower mid AUM (₹882 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.53% (upper mid).
  • 3Y return: 15.90% (upper mid).
  • 1Y return: 3.78% (upper mid).
  • Alpha: 1.65 (lower mid).
  • Sharpe: -0.10 (lower mid).
  • Information ratio: 0.61 (top quartile).

Edelweiss Long Term Equity Fund

  • Bottom quartile AUM (₹436 Cr).
  • Established history (17+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.25% (lower mid).
  • 3Y return: 13.76% (bottom quartile).
  • 1Y return: 3.28% (lower mid).
  • Alpha: 2.87 (top quartile).
  • Sharpe: -0.04 (upper mid).
  • Information ratio: 0.12 (lower mid).

BOI AXA Tax Advantage Fund

  • Highest AUM (₹1,380 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.22% (bottom quartile).
  • 3Y return: 14.45% (lower mid).
  • 1Y return: 1.56% (bottom quartile).
  • Alpha: 0.43 (bottom quartile).
  • Sharpe: -0.19 (bottom quartile).
  • Information ratio: 0.28 (upper mid).

PGIM India Tax Savings Fund

  • Bottom quartile AUM (₹689 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 10.48% (bottom quartile).
  • 3Y return: 8.70% (bottom quartile).
  • 1Y return: -2.77% (bottom quartile).
  • Alpha: -5.45 (bottom quartile).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: -1.44 (bottom quartile).
* ELSS ਟੈਕਸ ਬਚਾਉਣ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਦੀ ਸੂਚੀ ਜਿਨ੍ਹਾਂ ਦੀ ਕੁੱਲ ਜਾਇਦਾਦ 250 ਕਰੋੜ ਤੋਂ ਵੱਧ ਹੈ ਅਤੇ ਸਭ ਤੋਂ ਵਧੀਆ ਹੈਸੀ.ਏ.ਜੀ.ਆਰ ਪਿਛਲੇ 5 ਸਾਲਾਂ ਵਿੱਚ ਵਾਪਸੀ

1. HDFC Long Term Advantage Fund

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

  • Upper mid AUM (₹1,318 Cr).
  • Oldest track record among peers (25 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.39% (top quartile).
  • 3Y return: 20.64% (top quartile).
  • 1Y return: 35.51% (top quartile).
  • Alpha: 1.75 (upper mid).
  • Sharpe: 2.27 (top quartile).
  • Information ratio: -0.15 (bottom quartile).

Below is the key information for 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.

DateValue
30 Jun 21₹10,000

HDFC Long Term Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Purchase not allowed

Returns for HDFC Long Term Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
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
YearReturns
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Fund Manager information for HDFC Long Term Advantage Fund
NameSinceTenure

Data below for HDFC Long Term Advantage Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. BNP Paribas Long Term Equity Fund (ELSS)

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)

  • Lower mid AUM (₹882 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.53% (upper mid).
  • 3Y return: 15.90% (upper mid).
  • 1Y return: 3.78% (upper mid).
  • Alpha: 1.65 (lower mid).
  • Sharpe: -0.10 (lower mid).
  • Information ratio: 0.61 (top quartile).

Below is the key information for BNP Paribas Long Term Equity Fund (ELSS)

BNP Paribas Long Term Equity Fund (ELSS)
Growth
Launch Date 5 Jan 06
NAV (10 Jul 26) ₹99.27 ↑ 1.20   (1.22 %)
Net Assets (Cr) ₹882 on 31 May 26
Category Equity - ELSS
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.21
Sharpe Ratio -0.1
Information Ratio 0.61
Alpha Ratio 1.65
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 21₹10,000
30 Jun 22₹9,480
30 Jun 23₹11,609
30 Jun 24₹16,494
30 Jun 25₹17,507
30 Jun 26₹17,827

BNP Paribas Long Term Equity Fund (ELSS) SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for BNP Paribas Long Term Equity Fund (ELSS)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month 5.6%
3 Month 4.8%
6 Month 1.2%
1 Year 3.8%
3 Year 15.9%
5 Year 12.5%
10 Year
15 Year
Since launch 11.8%
Historical performance (Yearly) on absolute basis
YearReturns
2025 4.8%
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%
Fund Manager information for BNP Paribas Long Term Equity Fund (ELSS)
NameSinceTenure
Sanjay Chawla14 Mar 224.3 Yr.
Yash Mehta1 May 260.16 Yr.

Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 31 May 26

Equity Sector Allocation
SectorValue
Financial Services28.78%
Industrials15.65%
Consumer Cyclical14.19%
Basic Materials8.98%
Technology7.08%
Health Care6.37%
Energy5.79%
Consumer Defensive4.17%
Communication Services3.01%
Utility1.38%
Asset Allocation
Asset ClassValue
Cash4.57%
Equity95.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
5%₹41 Cr550,000
↓ -106,320
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE
4%₹37 Cr281,800
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 23 | POWERINDIA
4%₹34 Cr8,766
State Bank of India (Financial Services)
Equity, Since 31 Mar 22 | SBIN
4%₹32 Cr330,000
↑ 52,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | ICICIBANK
4%₹31 Cr250,000
↓ -79,900
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 24 | BHEL
3%₹29 Cr701,626
↓ -119,754
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 19 | BHARTIARTL
3%₹27 Cr144,966
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT
3%₹26 Cr65,000
↑ 5,000
Hindalco Industries Ltd (Basic Materials)
Equity, Since 28 Feb 25 | HINDALCO
3%₹25 Cr220,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 24 | NAVINFLUOR
3%₹23 Cr31,685

3. Edelweiss Long Term Equity Fund

(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

  • Bottom quartile AUM (₹436 Cr).
  • Established history (17+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.25% (lower mid).
  • 3Y return: 13.76% (bottom quartile).
  • 1Y return: 3.28% (lower mid).
  • Alpha: 2.87 (top quartile).
  • Sharpe: -0.04 (upper mid).
  • Information ratio: 0.12 (lower mid).

Below is the key information for Edelweiss Long Term Equity Fund

Edelweiss Long Term Equity Fund
Growth
Launch Date 30 Dec 08
NAV (10 Jul 26) ₹114.95 ↑ 1.39   (1.22 %)
Net Assets (Cr) ₹436 on 31 May 26
Category Equity - ELSS
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.34
Sharpe Ratio -0.04
Information Ratio 0.12
Alpha Ratio 2.87
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 21₹10,000
30 Jun 22₹9,948
30 Jun 23₹12,323
30 Jun 24₹16,960
30 Jun 25₹17,754
30 Jun 26₹17,814

Edelweiss Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Edelweiss Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month 6%
3 Month 4.8%
6 Month 0.7%
1 Year 3.3%
3 Year 13.8%
5 Year 12.3%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2025 6.7%
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%
Fund Manager information for Edelweiss Long Term Equity Fund
NameSinceTenure
Ashwani Agarwalla1 Aug 232.92 Yr.
Trideep Bhattacharya1 Aug 232.92 Yr.
Raj Koradia1 Aug 241.91 Yr.

Data below for Edelweiss Long Term Equity Fund as on 31 May 26

Equity Sector Allocation
SectorValue
Financial Services35.37%
Consumer Cyclical11.42%
Industrials9.92%
Technology9.15%
Energy7.08%
Health Care6.65%
Basic Materials6.48%
Consumer Defensive3.89%
Communication Services3.52%
Utility3.27%
Real Estate1.02%
Asset Allocation
Asset ClassValue
Cash2.23%
Equity97.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
5%₹20 Cr154,769
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | HDFCBANK
4%₹19 Cr249,864
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
4%₹15 Cr84,003
BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE
3%₹14 Cr34,841
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 15 | LT
3%₹14 Cr33,431
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK
3%₹13 Cr102,311
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Aug 24 | MCX
3%₹13 Cr42,695
State Bank of India (Financial Services)
Equity, Since 31 May 18 | SBIN
2%₹11 Cr111,376
Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Dec 24 | MUTHOOTFIN
2%₹10 Cr28,474
NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NTPC
2%₹9 Cr243,851

4. BOI AXA Tax Advantage Fund

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

  • Highest AUM (₹1,380 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.22% (bottom quartile).
  • 3Y return: 14.45% (lower mid).
  • 1Y return: 1.56% (bottom quartile).
  • Alpha: 0.43 (bottom quartile).
  • Sharpe: -0.19 (bottom quartile).
  • Information ratio: 0.28 (upper mid).

Below is the key information for BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund
Growth
Launch Date 25 Feb 09
NAV (10 Jul 26) ₹164.47 ↑ 1.92   (1.18 %)
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.

DateValue
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

BOI AXA Tax Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for BOI AXA Tax Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month 3.5%
3 Month 4%
6 Month 4.6%
1 Year 1.6%
3 Year 14.4%
5 Year 12.2%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -3.5%
2024 21.6%
2023 34.8%
2022 -1.3%
2021 41.5%
2020 31.2%
2019 14.6%
2018 -16.3%
2017 57.7%
2016 -1.2%
Fund Manager information for BOI AXA Tax Advantage Fund
NameSinceTenure
Alok Singh27 Apr 224.18 Yr.

Data below for BOI AXA Tax Advantage Fund as on 31 May 26

Equity Sector Allocation
SectorValue
Financial Services24.72%
Industrials19.59%
Basic Materials16.92%
Consumer Cyclical9.64%
Consumer Defensive6.17%
Utility5.36%
Technology3.25%
Communication Services3.11%
Health Care2.76%
Energy2.15%
Real Estate0.11%
Asset Allocation
Asset ClassValue
Cash3.61%
Equity96.27%
Debt0.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN
4%₹56 Cr584,286
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL
3%₹47 Cr110,000
↓ -4,000
Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 May 24 | 543349
3%₹45 Cr142,759
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL
3%₹43 Cr235,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
3%₹42 Cr335,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Apr 25 | ADANIPORTS
3%₹40 Cr224,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | NTPC
3%₹40 Cr1,041,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
3%₹39 Cr530,000
↑ 20,000
Power Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 26 | PFC
3%₹38 Cr885,000
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | UNOMINDA
3%₹36 Cr330,439

5. PGIM India Tax Savings Fund

"The primary objective of the Scheme is to generate long-term capital appreciation by predominantly investing in equity & equity related instruments and to enable eligible investors to avail deduction from total income, as permitted under the Income Tax Act, 1961 as amended from time to time. However, there is no assurance that the investment objective shall be realize"

Research Highlights for PGIM India Tax Savings Fund

  • Bottom quartile AUM (₹689 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 10.48% (bottom quartile).
  • 3Y return: 8.70% (bottom quartile).
  • 1Y return: -2.77% (bottom quartile).
  • Alpha: -5.45 (bottom quartile).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: -1.44 (bottom quartile).

Below is the key information for PGIM India Tax Savings Fund

PGIM India Tax Savings Fund
Growth
Launch Date 11 Dec 15
NAV (10 Jul 26) ₹34.43 ↑ 0.30   (0.88 %)
Net Assets (Cr) ₹689 on 31 May 26
Category Equity - ELSS
AMC Pramerica Asset Managers Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio -0.51
Information Ratio -1.44
Alpha Ratio -5.45
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 21₹10,000
30 Jun 22₹10,349
30 Jun 23₹12,783
30 Jun 24₹15,892
30 Jun 25₹17,016
30 Jun 26₹16,231

PGIM India Tax Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for PGIM India Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

DurationReturns
1 Month 6.2%
3 Month 7%
6 Month 0.1%
1 Year -2.8%
3 Year 8.7%
5 Year 10.5%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2025 2%
2024 15.6%
2023 19.5%
2022 4.7%
2021 37.5%
2020 17.9%
2019 8.2%
2018 -6.4%
2017 39.3%
2016 1.7%
Fund Manager information for PGIM India Tax Savings Fund
NameSinceTenure
Vinay Paharia1 Apr 233.25 Yr.
Utsav Mehta15 Apr 242.21 Yr.
Vivek Sharma15 Apr 242.21 Yr.
Akhil Dhar25 Feb 260.34 Yr.

Data below for PGIM India Tax Savings Fund as on 31 May 26

Equity Sector Allocation
SectorValue
Financial Services29.42%
Industrials12.73%
Consumer Cyclical12.12%
Health Care11.51%
Basic Materials7.89%
Technology6.65%
Consumer Defensive6.16%
Communication Services4.67%
Energy4.05%
Utility1.88%
Real Estate1.03%
Asset Allocation
Asset ClassValue
Cash1.74%
Equity98.11%
Debt0.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | HDFCBANK
7%₹50 Cr672,678
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | ICICIBANK
7%₹45 Cr359,354
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 19 | BHARTIARTL
4%₹27 Cr148,605
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 17 | RELIANCE
4%₹25 Cr188,731
↓ -67,200
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | BAJFINANCE
3%₹19 Cr209,120
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 17 | LT
3%₹18 Cr43,227
↓ -5,500
State Bank of India (Financial Services)
Equity, Since 28 Feb 26 | SBIN
3%₹17 Cr180,600
↑ 36,600
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Apr 23 | VBL
2%₹17 Cr312,725
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | KOTAKBANK
2%₹16 Cr420,000
Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY
2%₹16 Cr133,801

ELSS ਫੰਡਾਂ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?

  1. Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।

  2. ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ

  3. ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!

    ਸ਼ੁਰੂਆਤ ਕਰੋ

Disclaimer:
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।
How helpful was this page ?
Rated 4.5, based on 2 reviews.
POST A COMMENT