+91-22-48913909ਵਿੱਤੀ ਸਾਲ 22 - 23 ਲਈ ਚੋਟੀ ਦੇ 5 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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ਵਿੱਤੀ ਸਾਲ 22 - 23 ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਚੋਟੀ ਦੇ 5 ELSS ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) 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 ₹158.69
↑ 3.20 ₹1,402 -4.2 -2.3 4.6 17 16.6 -3.5 Mahindra Mutual Fund Kar Bachat Yojana Growth ₹28.0014
↑ 0.08 ₹973 -4.3 -1.3 9.6 14.4 15.4 7.5 Edelweiss Long Term Equity Fund Growth ₹113.25
↑ 1.22 ₹451 -2 2.8 11.5 17.3 15.2 6.7 BNP Paribas Long Term Equity Fund (ELSS) Growth ₹95.7913
↑ 0.15 ₹941 -2.2 1.1 10.7 19.2 14.4 4.8 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
Commentary HDFC Long Term Advantage Fund BOI AXA Tax Advantage Fund Mahindra Mutual Fund Kar Bachat Yojana Edelweiss Long Term Equity Fund BNP Paribas Long Term Equity Fund (ELSS) Point 1 Upper mid AUM (₹1,318 Cr). Highest AUM (₹1,402 Cr). Lower mid AUM (₹973 Cr). Bottom quartile AUM (₹451 Cr). Bottom quartile AUM (₹941 Cr). Point 2 Oldest track record among peers (25 yrs). Established history (16+ yrs). Established history (9+ yrs). Established history (17+ yrs). Established history (20+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Not Rated. Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.39% (top quartile). 5Y return: 16.57% (upper mid). 5Y return: 15.37% (lower mid). 5Y return: 15.24% (bottom quartile). 5Y return: 14.42% (bottom quartile). Point 6 3Y return: 20.64% (top quartile). 3Y return: 16.98% (bottom quartile). 3Y return: 14.41% (bottom quartile). 3Y return: 17.30% (lower mid). 3Y return: 19.17% (upper mid). Point 7 1Y return: 35.51% (top quartile). 1Y return: 4.58% (bottom quartile). 1Y return: 9.61% (bottom quartile). 1Y return: 11.51% (upper mid). 1Y return: 10.66% (lower mid). Point 8 Alpha: 1.75 (top quartile). Alpha: -10.85 (bottom quartile). Alpha: -0.11 (upper mid). Alpha: -1.00 (lower mid). Alpha: -2.74 (bottom quartile). Point 9 Sharpe: 2.27 (top quartile). Sharpe: -0.36 (bottom quartile). Sharpe: 0.17 (upper mid). Sharpe: 0.11 (lower mid). Sharpe: 0.00 (bottom quartile). Point 10 Information ratio: -0.15 (bottom quartile). Information ratio: 0.01 (lower mid). Information ratio: -0.59 (bottom quartile). Information ratio: 0.28 (upper mid). Information ratio: 0.63 (top quartile). HDFC Long Term Advantage Fund
BOI AXA Tax Advantage Fund
Mahindra Mutual Fund Kar Bachat Yojana
Edelweiss Long Term Equity Fund
BNP Paribas Long Term Equity Fund (ELSS)
To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments 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 long-term capital appreciation through a diversified portfolio of equity and equity related securities. The Scheme does not guarantee or assure any returns. Research Highlights for Mahindra Mutual Fund Kar Bachat Yojana Below is the key information for Mahindra Mutual Fund Kar Bachat Yojana 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 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 1. 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 14 Jan 22 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 2. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (28 Jan 26) ₹158.69 ↑ 3.20 (2.06 %) Net Assets (Cr) ₹1,402 on 31 Dec 25 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.36 Information Ratio 0.01 Alpha Ratio -10.85 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month -2.7% 3 Month -4.2% 6 Month -2.3% 1 Year 4.6% 3 Year 17% 5 Year 16.6% 10 Year 15 Year Since launch 17.6% 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 Data below for BOI AXA Tax Advantage Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Mahindra Mutual Fund Kar Bachat Yojana
Mahindra Mutual Fund Kar Bachat Yojana
Growth Launch Date 18 Oct 16 NAV (27 Jan 26) ₹28.0014 ↑ 0.08 (0.28 %) Net Assets (Cr) ₹973 on 31 Dec 25 Category Equity - ELSS AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 2.17 Sharpe Ratio 0.17 Information Ratio -0.59 Alpha Ratio -0.11 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Mahindra Mutual Fund Kar Bachat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month -4.1% 3 Month -4.3% 6 Month -1.3% 1 Year 9.6% 3 Year 14.4% 5 Year 15.4% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 2023 12.3% 2022 25.8% 2021 2% 2020 39.4% 2019 14.1% 2018 4.5% 2017 -9.8% 2016 24.8% 2015 Fund Manager information for Mahindra Mutual Fund Kar Bachat Yojana
Name Since Tenure Data below for Mahindra Mutual Fund Kar Bachat Yojana as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Edelweiss Long Term Equity Fund
Edelweiss Long Term Equity Fund
Growth Launch Date 30 Dec 08 NAV (28 Jan 26) ₹113.25 ↑ 1.22 (1.09 %) Net Assets (Cr) ₹451 on 31 Dec 25 Category Equity - ELSS AMC Edelweiss Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.34 Sharpe Ratio 0.11 Information Ratio 0.28 Alpha Ratio -1 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 14 Jan 22 Duration Returns 1 Month -3% 3 Month -2% 6 Month 2.8% 1 Year 11.5% 3 Year 17.3% 5 Year 15.2% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.7% 2023 20% 2022 26.8% 2021 -0.1% 2020 30.4% 2019 13.7% 2018 9.2% 2017 -9.1% 2016 37.7% 2015 -1.1% Fund Manager information for Edelweiss Long Term Equity Fund
Name Since Tenure Data below for Edelweiss Long Term Equity Fund as on 31 Dec 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 Jan 26) ₹95.7913 ↑ 0.15 (0.16 %) Net Assets (Cr) ₹941 on 31 Dec 25 Category Equity - ELSS AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.21 Sharpe Ratio 0 Information Ratio 0.63 Alpha Ratio -2.74 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 14 Jan 22 Duration Returns 1 Month -3.6% 3 Month -2.2% 6 Month 1.1% 1 Year 10.7% 3 Year 19.2% 5 Year 14.4% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.8% 2023 23.6% 2022 31.3% 2021 -2.1% 2020 23.6% 2019 17.8% 2018 14.3% 2017 -9.3% 2016 42.3% 2015 -6.6% 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 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
ELSS ਫੰਡਾਂ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
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Research Highlights for HDFC Long Term Advantage Fund