+91-22-489139092022 ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ 6 ਸਭ ਤੋਂ ਵਧੀਆ ਟੈਕਸ ਬਚਤ SIP ਯੋਜਨਾਵਾਂ
ਇਕੁਇਟੀ ਲਿੰਕਡ ਸੇਵਿੰਗ ਸਕੀਮਾਂ ਜਾਂELSS ਭਾਰਤੀ ਨਿਵੇਸ਼ਕਾਂ ਵਿਚਕਾਰ, ਟੈਕਸ ਬਚਾਉਣ ਦੇ ਸਭ ਤੋਂ ਵਧੀਆ ਵਿਕਲਪ ਵਜੋਂ ਬਹੁਤ ਪ੍ਰਸਿੱਧੀ ਪ੍ਰਾਪਤ ਕਰ ਰਿਹਾ ਹੈ। ਇਸ ਵਿੱਚ ਵਧੀਆ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕਰਨ ਦੀ ਸਮਰੱਥਾ ਹੈ, ਅਤੇ ਇਸ ਵਿੱਚ ਸਭ ਤੋਂ ਘੱਟ ਲੌਕ-ਇਨ ਪੀਰੀਅਡ ਵੀ ਹੈ। ELSS ਇੱਕ ਇਕੁਇਟੀ ਵਿਵਿਧ ਫੰਡ ਹੈ, ਜਿਸ ਵਿੱਚ ਫੰਡ ਕਾਰਪਸ ਦਾ ਬਹੁਤਾ ਹਿੱਸਾ ਜਾਂ ਤਾਂ ਨਿਵੇਸ਼ ਕੀਤਾ ਜਾਂਦਾ ਹੈਇਕੁਇਟੀ ਫੰਡ ਜਾਂ ਇਕੁਇਟੀ-ਸਬੰਧਤ ਉਤਪਾਦ। ਨਿਵੇਸ਼ਕ INR 1,50 ਤੱਕ ਟੈਕਸ ਕਟੌਤੀਆਂ ਪ੍ਰਾਪਤ ਕਰ ਸਕਦੇ ਹਨ,000 ਅਧੀਨਧਾਰਾ 80C ਦੇਆਮਦਨ ਟੈਕਸ ਉਨ੍ਹਾਂ ਦੇ ਟੈਕਸਯੋਗ ਤੋਂ ਕਾਰਵਾਈ ਕਰੋਆਮਦਨ. ਕਿਉਂਕਿ ਇਹ ਫੰਡ ਦੋਹਰੇ ਲਾਭਾਂ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦੇ ਹਨ— ਟੈਕਸ ਬੱਚਤ ਅਤੇ ਦੌਲਤ ਸਿਰਜਣਾ, ਨਿਵੇਸ਼ਕ ELSS ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨ ਅਤੇ ਆਪਣੇ ਨਿਵੇਸ਼ ਦਾ ਵੱਧ ਤੋਂ ਵੱਧ ਲਾਭ ਉਠਾ ਸਕਦੇ ਹਨ। ਇਸ ਲਈ, ਦੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਬਣਾਉਣ ਲਈਨਿਵੇਸ਼ ਆਸਾਨ, ਅਸੀਂ ਸਭ ਤੋਂ ਵਧੀਆ ਟੈਕਸ ਬਚਤ ਨੂੰ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤਾ ਹੈSIP ਯੋਜਨਾਵਾਂ ਜੋ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਵਧੀਆ ਰਿਟਰਨ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦੀਆਂ ਹਨ।
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ਇਕੁਇਟੀ ਲਿੰਕਡ ਸੇਵਿੰਗ ਸਕੀਮ (ELSS) ਵਿੱਤੀ ਸਾਲ 22 - 23 ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ SIP ਫੰਡ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI Magnum Tax Gain Fund Growth ₹440.488
↑ 4.76 ₹32,609 500 -2.8 -0.3 8.3 23.3 20.2 6.6 Motilal Oswal Long Term Equity Fund Growth ₹47.0272
↑ 0.03 ₹4,341 500 -11.5 -10.7 2.6 21.2 18 -9.1 HDFC Tax Saver Fund Growth ₹1,421.62
↑ 6.22 ₹17,163 500 -3.6 0.8 12.6 20.9 20.6 10.3 DSP Tax Saver Fund Growth ₹141.759
↑ 1.58 ₹17,609 500 -1.6 0.8 11.5 19.8 18.5 7.5 BNP Paribas Long Term Equity Fund (ELSS) Growth ₹95.7913
↑ 0.15 ₹941 500 -2.2 1.1 10.7 19.2 14.4 4.8 Franklin India Taxshield Growth ₹1,446.14
↑ 13.12 ₹6,693 500 -5.4 -3.1 6.2 17.8 17.3 2.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 26 Research Highlights & Commentary of 6 Funds showcased
Commentary SBI Magnum Tax Gain Fund Motilal Oswal Long Term Equity Fund HDFC Tax Saver Fund DSP Tax Saver Fund BNP Paribas Long Term Equity Fund (ELSS) Franklin India Taxshield Point 1 Highest AUM (₹32,609 Cr). Bottom quartile AUM (₹4,341 Cr). Upper mid AUM (₹17,163 Cr). Upper mid AUM (₹17,609 Cr). Bottom quartile AUM (₹941 Cr). Lower mid AUM (₹6,693 Cr). Point 2 Established history (18+ yrs). Established history (11+ yrs). Oldest track record among peers (29 yrs). Established history (19+ yrs). Established history (20+ yrs). Established history (26+ yrs). Point 3 Rating: 2★ (upper mid). Not Rated. Rating: 2★ (lower mid). Top rated. Rating: 3★ (upper mid). Rating: 2★ (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: 20.20% (upper mid). 5Y return: 18.05% (lower mid). 5Y return: 20.64% (top quartile). 5Y return: 18.47% (upper mid). 5Y return: 14.42% (bottom quartile). 5Y return: 17.27% (bottom quartile). Point 6 3Y return: 23.28% (top quartile). 3Y return: 21.20% (upper mid). 3Y return: 20.90% (upper mid). 3Y return: 19.76% (lower mid). 3Y return: 19.17% (bottom quartile). 3Y return: 17.78% (bottom quartile). Point 7 1Y return: 8.33% (lower mid). 1Y return: 2.60% (bottom quartile). 1Y return: 12.60% (top quartile). 1Y return: 11.46% (upper mid). 1Y return: 10.66% (upper mid). 1Y return: 6.20% (bottom quartile). Point 8 Alpha: -0.86 (upper mid). Alpha: -16.15 (bottom quartile). Alpha: 2.58 (top quartile). Alpha: -0.15 (upper mid). Alpha: -2.74 (lower mid). Alpha: -5.39 (bottom quartile). Point 9 Sharpe: 0.10 (upper mid). Sharpe: -0.43 (bottom quartile). Sharpe: 0.41 (top quartile). Sharpe: 0.16 (upper mid). Sharpe: 0.00 (lower mid). Sharpe: -0.22 (bottom quartile). Point 10 Information ratio: 1.95 (top quartile). Information ratio: 0.53 (bottom quartile). Information ratio: 1.27 (upper mid). Information ratio: 0.96 (upper mid). Information ratio: 0.63 (lower mid). Information ratio: 0.45 (bottom quartile). SBI Magnum Tax Gain Fund
Motilal Oswal Long Term Equity Fund
HDFC Tax Saver Fund
DSP Tax Saver Fund
BNP Paribas Long Term Equity Fund (ELSS)
Franklin India Taxshield
ELSS SIP ਉਪਰੋਕਤ AUM/ਨੈੱਟ ਸੰਪਤੀਆਂ ਵਾਲੇ ਫੰਡ500 ਕਰੋੜ. 'ਤੇ ਛਾਂਟੀ ਕੀਤੀਪਿਛਲੇ 3 ਸਾਲ ਦੀ ਵਾਪਸੀ.
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 fund plans to provide long term growth of capital. Research Highlights for HDFC Tax Saver Fund Below is the key information for HDFC Tax Saver Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, and to enable investors to avail of a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. Research Highlights for DSP Tax Saver Fund Below is the key information for DSP 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 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 The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate Research Highlights for Franklin India Taxshield Below is the key information for Franklin India Taxshield Returns up to 1 year are on 1. SBI Magnum Tax Gain Fund
SBI Magnum Tax Gain Fund
Growth Launch Date 7 May 07 NAV (28 Jan 26) ₹440.488 ↑ 4.76 (1.09 %) Net Assets (Cr) ₹32,609 on 31 Dec 25 Category Equity - ELSS AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio 0.1 Information Ratio 1.95 Alpha Ratio -0.86 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for SBI Magnum Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -3.2% 3 Month -2.8% 6 Month -0.3% 1 Year 8.3% 3 Year 23.3% 5 Year 20.2% 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 Data below for SBI Magnum Tax Gain Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Motilal Oswal Long Term Equity Fund
Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (27 Jan 26) ₹47.0272 ↑ 0.03 (0.07 %) Net Assets (Cr) ₹4,341 on 31 Dec 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.43 Information Ratio 0.53 Alpha Ratio -16.15 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -7.6% 3 Month -11.5% 6 Month -10.7% 1 Year 2.6% 3 Year 21.2% 5 Year 18% 10 Year 15 Year Since launch 15.1% 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 Data below for Motilal Oswal 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 3. HDFC Tax Saver Fund
HDFC Tax Saver Fund
Growth Launch Date 31 Mar 96 NAV (28 Jan 26) ₹1,421.62 ↑ 6.22 (0.44 %) Net Assets (Cr) ₹17,163 on 31 Dec 25 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 0.41 Information Ratio 1.27 Alpha Ratio 2.58 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for HDFC Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -2.3% 3 Month -3.6% 6 Month 0.8% 1 Year 12.6% 3 Year 20.9% 5 Year 20.6% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 10.3% 2023 21.3% 2022 33.2% 2021 10.5% 2020 35.3% 2019 5.8% 2018 3.7% 2017 -10.9% 2016 38.7% 2015 7.6% Fund Manager information for HDFC Tax Saver Fund
Name Since Tenure Data below for HDFC Tax Saver Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. DSP Tax Saver Fund
DSP Tax Saver Fund
Growth Launch Date 18 Jan 07 NAV (28 Jan 26) ₹141.759 ↑ 1.58 (1.12 %) Net Assets (Cr) ₹17,609 on 31 Dec 25 Category Equity - ELSS AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.64 Sharpe Ratio 0.16 Information Ratio 0.96 Alpha Ratio -0.15 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for DSP Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -2.8% 3 Month -1.6% 6 Month 0.8% 1 Year 11.5% 3 Year 19.8% 5 Year 18.5% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 2023 23.9% 2022 30% 2021 4.5% 2020 35.1% 2019 15% 2018 14.8% 2017 -7.6% 2016 36.3% 2015 11.3% Fund Manager information for DSP Tax Saver Fund
Name Since Tenure Data below for DSP Tax Saver 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 28 Jan 26 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 6. Franklin India Taxshield
Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (28 Jan 26) ₹1,446.14 ↑ 13.12 (0.92 %) Net Assets (Cr) ₹6,693 on 31 Dec 25 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.22 Information Ratio 0.45 Alpha Ratio -5.39 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -4.1% 3 Month -5.4% 6 Month -3.1% 1 Year 6.2% 3 Year 17.8% 5 Year 17.3% 10 Year 15 Year Since launch 20.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.1% 2023 22.4% 2022 31.2% 2021 5.4% 2020 36.7% 2019 9.8% 2018 5.1% 2017 -3% 2016 29.1% 2015 4.7% Fund Manager information for Franklin India Taxshield
Name Since Tenure Data below for Franklin India Taxshield as on 31 Dec 25
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