8 சிறந்த ELSS வரி சேமிப்பு மியூச்சுவல் ஃபண்டுகள் 2022

Updated on July 13, 2026 , 65788 views

நிதியாண்டு முடிவடைவதால், உங்கள் வேலையைத் தொடங்குவதற்கான நேரம் இதுவரி திட்டமிடல். இந்தியாவில் பல வரி சேமிப்பு விருப்பங்களுடன்,ELSS வரிச் சேமிப்புக்கு அப்பாற்பட்ட பலன்களை வழங்குவதால் சிறந்ததாக விளங்குகிறது.

ELSS அல்லது ஈக்விட்டி இணைக்கப்பட்ட சேமிப்புத் திட்டங்கள் 3 வருட லாக்-இன் காலத்துடன் வருகிறது, இது மற்ற அனைத்து வரிச் சேமிப்புகளுடன் ஒப்பிடும் போது மிகக் குறைவான கையிருப்பாகும். மூலம்முதலீடு ELSS இல், ஒருவர் INR 1,50 வரை விலக்குகளைப் பெறலாம்,000 அவர்களின் வரிவிதிப்பிலிருந்துவருமானம் படிபிரிவு 80C இன்வருமான வரி நாடகம். ELSS நிதிகள் பங்கு மற்றும் தொடர்புடைய தயாரிப்புகளில் முதலீடு செய்யப்படும் நிதியின் பெரும்பகுதியுடன் சமபங்கு பன்முகப்படுத்தப்பட்டதால், அவை ஈக்விட்டி வருமானத்தையும் வழங்குகின்றன. இதன் பொருள் முதலீட்டாளர்கள் தங்கள் முதலீடுகளில் ஈக்விட்டி வருமானத்தையும் பெற முடியும்.

இந்தத் திட்டத்தின் வேறு சில முக்கிய அம்சங்களைப் பார்ப்பதற்கு முன், சிறந்த ELSS வரிச் சேமிப்பைப் பார்ப்போம்பரஸ்பர நிதி 2022 - 2023 க்கு.

வரி சேமிப்புக்கு ELSS ஐ ஏன் தேர்வு செய்ய வேண்டும்?

ELSS இன் மற்ற முக்கிய நன்மைகள்:

வரி இல்லாத வருமானம்

பட்ஜெட் 2018 இன் படி, ELSS நீண்ட காலத்தை ஈர்க்கும்மூலதனம் ஆதாயங்கள் (LTCG). நீண்ட கால அடிப்படையில் முதலீட்டாளர்களுக்கு 10% வரி விதிக்கப்படும் (குறியீடு இல்லாமல்).மூலதன ஆதாயம் வரி. 1 லட்சம் வரையிலான லாபங்களுக்கு வரி இல்லை. 1 லட்சத்துக்கும் மேலான லாபங்களுக்கு 10% வரி பொருந்தும்.

குறைந்தபட்ச முதலீட்டுத் தொகை

ஒரு எடுத்துக்கொள்வதன் மூலம்எஸ்ஐபி வழியில், முதலீட்டாளர்கள் 500 ரூபாய்க்கு குறைவான தொகையை முதலீடு செய்யலாம். இது ஒரு தனிநபரை அனுமதிக்கிறதுபணத்தை சேமி மொத்த தொகைக்கு பதிலாக ஒவ்வொரு மாதமும்.

ஈக்விட்டி ரிட்டர்ன்ஸ்

இந்த மியூச்சுவல் ஃபண்டுகள் ஈக்விட்டி தொடர்பான கருவிகளில் முதலீடு செய்வதால், நீங்கள் முதலீடு செய்யும் பணம் பங்குகளாக வளரும்சந்தை வளர்கிறது. எனவே, ELSS நிதிகளில் ஆதாயங்கள் அதிகம்.

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சிறந்த செயல்திறன் கொண்ட ELSS வரி சேமிப்பு மியூச்சுவல் ஃபண்டுகள் FY 22 - 23

Fund	NAV	Net Assets (Cr)	Rating	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
HDFC Long Term Advantage Fund Growth	₹595.168 ↑ 0.28	₹1,318	☆☆☆	1.2	15.4	35.5	20.6	17.4
Motilal Oswal Long Term Equity Fund Growth	₹55.6061 ↑ 0.79	₹4,663	Not Rated	6.9	11.7	4.4	21.5	17.2	-9.1
JM Tax Gain Fund Growth	₹50.6498 ↑ 0.10	₹223	☆☆☆	9.5	3.9	3.2	15.4	14.4	2.5
Nippon India Tax Saver Fund (ELSS) Growth	₹131.327 ↑ 0.15	₹14,700	☆☆☆	2.5	1.3	1.4	14.2	13.5	6
Tata India Tax Savings Fund Growth	₹46.513 ↑ 0.15	₹4,516	☆☆☆☆☆	4.1	2.8	3.7	13.2	12.9	4.9
Franklin India Taxshield Growth	₹1,433.95 ↑ 4.30	₹6,039	☆☆	1.8	-2.6	-3.9	13.1	12.6	2.1
Kotak Tax Saver Fund Growth	₹116.538 ↑ 0.80	₹6,020	☆☆☆	3.8	0.4	-0.8	11.7	12	1.8
BOI AXA Tax Advantage Fund Growth	₹164.45 ↑ 0.80	₹1,380	☆☆☆	2.3	4.1	1.1	14.2	11.9	-3.5
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 8 Funds showcased

Commentary	HDFC Long Term Advantage Fund	Motilal Oswal Long Term Equity Fund	JM Tax Gain Fund	Nippon India Tax Saver Fund (ELSS)	Tata India Tax Savings Fund	Franklin India Taxshield	Kotak Tax Saver Fund	BOI AXA Tax Advantage Fund
Point 1	Bottom quartile AUM (₹1,318 Cr).	Upper mid AUM (₹4,663 Cr).	Bottom quartile AUM (₹223 Cr).	Highest AUM (₹14,700 Cr).	Lower mid AUM (₹4,516 Cr).	Top quartile AUM (₹6,039 Cr).	Upper mid AUM (₹6,020 Cr).	Lower mid AUM (₹1,380 Cr).
Point 2	Established history (25+ yrs).	Established history (11+ yrs).	Established history (18+ yrs).	Established history (20+ yrs).	Established history (11+ yrs).	Oldest track record among peers (27 yrs).	Established history (20+ yrs).	Established history (17+ yrs).
Point 3	Rating: 3★ (top quartile).	Not Rated.	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Top rated.	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	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.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 17.39% (top quartile).	5Y return: 17.23% (top quartile).	5Y return: 14.40% (upper mid).	5Y return: 13.53% (upper mid).	5Y return: 12.86% (lower mid).	5Y return: 12.59% (lower mid).	5Y return: 11.98% (bottom quartile).	5Y return: 11.91% (bottom quartile).
Point 6	3Y return: 20.64% (top quartile).	3Y return: 21.47% (top quartile).	3Y return: 15.43% (upper mid).	3Y return: 14.21% (lower mid).	3Y return: 13.20% (lower mid).	3Y return: 13.11% (bottom quartile).	3Y return: 11.65% (bottom quartile).	3Y return: 14.22% (upper mid).
Point 7	1Y return: 35.51% (top quartile).	1Y return: 4.44% (top quartile).	1Y return: 3.21% (upper mid).	1Y return: 1.44% (lower mid).	1Y return: 3.74% (upper mid).	1Y return: -3.94% (bottom quartile).	1Y return: -0.75% (bottom quartile).	1Y return: 1.06% (lower mid).
Point 8	Alpha: 1.75 (upper mid).	Alpha: 3.21 (top quartile).	Alpha: 2.48 (upper mid).	Alpha: 0.53 (lower mid).	Alpha: 3.02 (top quartile).	Alpha: -7.07 (bottom quartile).	Alpha: -3.18 (bottom quartile).	Alpha: 0.43 (lower mid).
Point 9	Sharpe: 2.27 (top quartile).	Sharpe: -0.02 (top quartile).	Sharpe: -0.09 (upper mid).	Sharpe: -0.17 (lower mid).	Sharpe: -0.04 (upper mid).	Sharpe: -0.65 (bottom quartile).	Sharpe: -0.38 (bottom quartile).	Sharpe: -0.19 (lower mid).
Point 10	Information ratio: -0.15 (bottom quartile).	Information ratio: 0.73 (top quartile).	Information ratio: 0.49 (upper mid).	Information ratio: 0.82 (top quartile).	Information ratio: 0.21 (lower mid).	Information ratio: 0.02 (lower mid).	Information ratio: -0.49 (bottom quartile).	Information ratio: 0.28 (upper mid).

HDFC Long Term Advantage Fund

Bottom quartile AUM (₹1,318 Cr).
Established history (25+ yrs).
Rating: 3★ (top quartile).
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).

Motilal Oswal Long Term Equity Fund

Upper mid AUM (₹4,663 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 17.23% (top quartile).
3Y return: 21.47% (top quartile).
1Y return: 4.44% (top quartile).
Alpha: 3.21 (top quartile).
Sharpe: -0.02 (top quartile).
Information ratio: 0.73 (top quartile).

JM Tax Gain Fund

Bottom quartile AUM (₹223 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.40% (upper mid).
3Y return: 15.43% (upper mid).
1Y return: 3.21% (upper mid).
Alpha: 2.48 (upper mid).
Sharpe: -0.09 (upper mid).
Information ratio: 0.49 (upper mid).

Nippon India Tax Saver Fund (ELSS)

Highest AUM (₹14,700 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.53% (upper mid).
3Y return: 14.21% (lower mid).
1Y return: 1.44% (lower mid).
Alpha: 0.53 (lower mid).
Sharpe: -0.17 (lower mid).
Information ratio: 0.82 (top quartile).

Tata India Tax Savings Fund

Lower mid AUM (₹4,516 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.86% (lower mid).
3Y return: 13.20% (lower mid).
1Y return: 3.74% (upper mid).
Alpha: 3.02 (top quartile).
Sharpe: -0.04 (upper mid).
Information ratio: 0.21 (lower mid).

Franklin India Taxshield

Top quartile AUM (₹6,039 Cr).
Oldest track record among peers (27 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.59% (lower mid).
3Y return: 13.11% (bottom quartile).
1Y return: -3.94% (bottom quartile).
Alpha: -7.07 (bottom quartile).
Sharpe: -0.65 (bottom quartile).
Information ratio: 0.02 (lower mid).

Kotak Tax Saver Fund

Upper mid AUM (₹6,020 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.98% (bottom quartile).
3Y return: 11.65% (bottom quartile).
1Y return: -0.75% (bottom quartile).
Alpha: -3.18 (bottom quartile).
Sharpe: -0.38 (bottom quartile).
Information ratio: -0.49 (bottom quartile).

BOI AXA Tax Advantage Fund

Lower mid AUM (₹1,380 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.91% (bottom quartile).
3Y return: 14.22% (upper mid).
1Y return: 1.06% (lower mid).
Alpha: 0.43 (lower mid).
Sharpe: -0.19 (lower mid).
Information ratio: 0.28 (upper mid).

*மேலே ELSS பட்டியல் உள்ளது -ஈக்விட்டி மியூச்சுவல் ஃபண்டுகள் இடையே நிகர சொத்துக்கள் உள்ளன100 - 15000 கடந்த 3 ஆண்டுகளில் இருந்து கோடி மற்றும் சொத்துகளை நிர்வகித்தல். கடந்த 5 வருட வருமானத்தின் அடிப்படையில் வரிசைப்படுத்தப்பட்டதுவருடாந்திர /சிஏஜிஆர் அடிப்படை.

ELSS நிதியில் யார் முதலீடு செய்யலாம்?

பொதுவாக, ELSS மியூச்சுவல் ஃபண்டுகள், வரி திட்டமிடல் மற்றும் பணத்தைச் சேமிப்பதற்காக சந்தை தொடர்பான அபாயங்களை எடுக்கத் தயாராக இருக்கும் அனைத்து வகையான முதலீட்டாளர்களுக்கும் ஏற்றது. ELSS நிதிகளில் யார் வேண்டுமானாலும் தங்கள் வாழ்க்கையில் எந்த நேரத்திலும் முதலீடு செய்யலாம். இருப்பினும், உங்கள் தொழில் வாழ்க்கையின் ஆரம்ப கட்டத்தில் வரிச் சேமிப்பு ELSS நிதிகளில் முதலீடு செய்ய பரிந்துரைக்கப்படுகிறது, இதனால் உங்கள் பணம் காலப்போக்கில் வளரும் மற்றும் நீங்கள் சிறந்த வருமானத்தைப் பெறுவீர்கள்.

எனவே, வரியைச் சேமித்து முதலீடு செய்வதன் மூலம் ஒரே நேரத்தில் நல்ல வருமானத்தைப் பெறுங்கள்சிறந்த பிற நிதிகள். ELSS ஃபண்டுகளில் முதலீடு செய்யப்படும் தொகை 3 ஆண்டுகளுக்குப் பூட்டப்பட்டுள்ளது என்பதை முதலீட்டாளர்கள் அறிந்திருக்க வேண்டும்.

முதலீட்டாளர்கள் ELSS மியூச்சுவல் ஃபண்டுகளில் SIP (சிஸ்டமேடிக்) லம்ப்சம் (ஒரு முறை) முதலீடு செய்யலாம்முதலீட்டுத் திட்டம்) தொடக்கநிலையாளர்கள் பொதுவாக SIP ஐப் பயன்படுத்தி முதலீடு செய்வது அவர்களுக்கு மிகவும் பொருத்தமானது என அறிவுறுத்தப்படுகிறது.

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

Bottom quartile AUM (₹1,318 Cr).
Established history (25+ yrs).
Rating: 3★ (top quartile).
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.

Date	Value
30 Jun 21	₹10,000

HDFC Long Term Advantage Fund SIP 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

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
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

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. Motilal Oswal Long Term Equity Fund

(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

Upper mid AUM (₹4,663 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 17.23% (top quartile).
3Y return: 21.47% (top quartile).
1Y return: 4.44% (top quartile).
Alpha: 3.21 (top quartile).
Sharpe: -0.02 (top quartile).
Information ratio: 0.73 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Multi Commodity Exchange of India Ltd (~7.2%).

Below is the key information for Motilal Oswal Long Term Equity Fund

Motilal Oswal Long Term Equity Fund Growth
Launch Date	21 Jan 15
NAV (15 Jul 26)	₹55.6061 ↑ 0.79 (1.43 %)
Net Assets (Cr)	₹4,663 on 31 May 26
Category	Equity - ELSS
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.65
Sharpe Ratio	-0.02
Information Ratio	0.73
Alpha Ratio	3.21
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹9,362
30 Jun 23	₹12,562
30 Jun 24	₹19,819
30 Jun 25	₹21,898
30 Jun 26	₹22,806

Motilal Oswal Long Term Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Motilal Oswal 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

Duration	Returns
1 Month	1.4%
3 Month	6.9%
6 Month	11.7%
1 Year	4.4%
3 Year	21.5%
5 Year	17.2%
10 Year
15 Year
Since launch	16.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-9.1%
2024	47.7%
2023	37%
2022	1.8%
2021	32.1%
2020	8.8%
2019	13.2%
2018	-8.7%
2017	44%
2016	12.5%

Fund Manager information for Motilal Oswal Long Term Equity Fund

Name	Since	Tenure
Ajay Khandelwal	11 Dec 23	2.55 Yr.
Ankit Agarwal	16 Mar 26	0.29 Yr.
Rakesh Shetty	22 Nov 22	3.61 Yr.
Atul Mehra	1 Oct 24	1.75 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	25.8%
Industrials	23.55%
Consumer Cyclical	16.57%
Basic Materials	13.61%
Technology	13.23%
Health Care	4.78%

Asset Allocation

Asset Class	Value
Cash	2.46%
Equity	97.54%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 29 Feb 24 \| MCX	7%	₹337 Cr	1,140,862 ↓ -55,178
OneSource Specialty Pharma Ltd (Healthcare) Equity, Since 31 Jan 25 \| ONESOURCE	5%	₹223 Cr	1,221,228
Zen Technologies Ltd (Industrials) Equity, Since 31 Dec 24 \| ZENTEC	4%	₹203 Cr	1,218,528
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Jun 25 \| MUTHOOTFIN	4%	₹197 Cr	588,318 ↑ 41,444
Ather Energy Ltd (Consumer Cyclical) Equity, Since 31 Oct 25 \| ATHERENERG	4%	₹192 Cr	1,990,789 ↓ -310,680
Waaree Energies Ltd (Technology) Equity, Since 31 Oct 24 \| WAAREEENER	4%	₹188 Cr	600,000 ↓ -27,718
Jain Resource Recycling Ltd (Basic Materials) Equity, Since 31 Oct 25 \| JAINREC	4%	₹187 Cr	5,000,000 ↓ -11,074
PTC Industries Ltd (Industrials) Equity, Since 30 Sep 24 \| 539006	4%	₹186 Cr	115,181
Suzlon Energy Ltd (Industrials) Equity, Since 31 Jan 24 \| SUZLON	4%	₹185 Cr	32,483,092
Apar Industries Ltd (Industrials) Equity, Since 31 Dec 23 \| APARINDS	4%	₹176 Cr	134,000 ↓ -48,754

3. JM Tax Gain Fund

The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

Research Highlights for JM Tax Gain Fund

Bottom quartile AUM (₹223 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.40% (upper mid).
3Y return: 15.43% (upper mid).
1Y return: 3.21% (upper mid).
Alpha: 2.48 (upper mid).
Sharpe: -0.09 (upper mid).
Information ratio: 0.49 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding HDFC Bank Ltd (~3.3%).

Below is the key information for JM Tax Gain Fund

JM Tax Gain Fund Growth
Launch Date	31 Mar 08
NAV (15 Jul 26)	₹50.6498 ↑ 0.10 (0.21 %)
Net Assets (Cr)	₹223 on 31 May 26
Category	Equity - ELSS
AMC	JM Financial Asset Management Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.37
Sharpe Ratio	-0.09
Information Ratio	0.49
Alpha Ratio	2.48
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹9,919
30 Jun 23	₹12,968
30 Jun 24	₹19,302
30 Jun 25	₹19,540
30 Jun 26	₹19,895

JM Tax Gain Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for JM Tax Gain 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

Duration	Returns
1 Month	3.6%
3 Month	9.5%
6 Month	3.9%
1 Year	3.2%
3 Year	15.4%
5 Year	14.4%
10 Year
15 Year
Since launch	9.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	2.5%
2024	29%
2023	30.9%
2022	0.5%
2021	32.2%
2020	18.3%
2019	14.9%
2018	-4.6%
2017	42.6%
2016	5.2%

Fund Manager information for JM Tax Gain Fund

Name	Since	Tenure
Satish Ramanathan	1 Oct 24	1.75 Yr.
Asit Bhandarkar	31 Dec 21	4.5 Yr.
Ruchi Fozdar	4 Oct 24	1.74 Yr.
Deepak Gupta	11 Apr 25	1.22 Yr.

Data below for JM Tax Gain Fund as on 31 May 26

Equity Sector Allocation

Sector	Value
Financial Services	27.9%
Consumer Cyclical	17.25%
Technology	11.32%
Industrials	9.8%
Basic Materials	8.63%
Health Care	6.75%
Consumer Defensive	3.63%
Real Estate	3.5%
Energy	3.16%
Utility	2.72%
Communication Services	2.7%

Asset Allocation

Asset Class	Value
Cash	2.63%
Equity	97.37%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 11 \| HDFCBANK	3%	₹7 Cr	98,262
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 25 \| RELIANCE	3%	₹7 Cr	53,400
Syrma SGS Technology Ltd (Technology) Equity, Since 31 May 25 \| SYRMA	3%	₹6 Cr	59,457
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 22 \| ICICIBANK	3%	₹6 Cr	48,500
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 10 \| LT	3%	₹6 Cr	14,947
Adani Power Ltd (Utilities) Equity, Since 31 Mar 26 \| ADANIPOWER	3%	₹6 Cr	249,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 24 \| BHARTIARTL	3%	₹6 Cr	32,950
Karur Vysya Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| KARURVYSYA	3%	₹6 Cr	199,000
Lupin Ltd (Healthcare) Equity, Since 31 May 25 \| LUPIN	3%	₹6 Cr	25,000
Polycab India Ltd (Industrials) Equity, Since 31 Jul 25 \| POLYCAB	3%	₹6 Cr	5,900

4. Nippon India Tax Saver Fund (ELSS)

The primary objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. However, there can be no assurance that the scheme’s investment objective shall be achieved.

Research Highlights for Nippon India Tax Saver Fund (ELSS)

Highest AUM (₹14,700 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.53% (upper mid).
3Y return: 14.21% (lower mid).
1Y return: 1.44% (lower mid).
Alpha: 0.53 (lower mid).
Sharpe: -0.17 (lower mid).
Information ratio: 0.82 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding ICICI Bank Ltd (~6.8%).

Below is the key information for Nippon India Tax Saver Fund (ELSS)

Nippon India Tax Saver Fund (ELSS) Growth
Launch Date	21 Sep 05
NAV (15 Jul 26)	₹131.327 ↑ 0.15 (0.11 %)
Net Assets (Cr)	₹14,700 on 31 May 26
Category	Equity - ELSS
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.7
Sharpe Ratio	-0.17
Information Ratio	0.82
Alpha Ratio	0.53
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹10,276
30 Jun 23	₹12,757
30 Jun 24	₹18,375
30 Jun 25	₹19,154
30 Jun 26	₹19,254

Nippon India Tax Saver Fund (ELSS) SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Nippon India Tax Saver 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

Duration	Returns
1 Month	1.6%
3 Month	2.5%
6 Month	1.3%
1 Year	1.4%
3 Year	14.2%
5 Year	13.5%
10 Year
15 Year
Since launch	13.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	6%
2024	17.6%
2023	28.6%
2022	6.9%
2021	37.6%
2020	-0.4%
2019	1.5%
2018	-20.7%
2017	46%
2016	4.2%

Fund Manager information for Nippon India Tax Saver Fund (ELSS)

Name	Since	Tenure
Rupesh Patel	1 Jul 21	5 Yr.
Ritesh Rathod	19 Aug 24	1.87 Yr.
Kinjal Desai	25 May 18	8.11 Yr.
Amber Singhania	11 Mar 26	0.31 Yr.

Data below for Nippon India Tax Saver Fund (ELSS) as on 31 May 26

Equity Sector Allocation

Sector	Value
Financial Services	33.88%
Consumer Cyclical	13.09%
Industrials	11.3%
Consumer Defensive	8.81%
Utility	7.94%
Health Care	7.69%
Energy	5.17%
Communication Services	4.34%
Technology	4.24%
Basic Materials	2.41%

Asset Allocation

Asset Class	Value
Cash	1.14%
Equity	98.86%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 28 Feb 15 \| ICICIBANK	7%	₹1,005 Cr	8,000,000 ↓ -300,000
HDFC Bank Ltd (Financial Services) Equity, Since 29 Feb 20 \| HDFCBANK	6%	₹908 Cr	12,200,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 20 \| AXISBANK	4%	₹605 Cr	4,700,000 ↓ -200,000
NTPC Ltd (Utilities) Equity, Since 28 Feb 19 \| NTPC	4%	₹542 Cr	14,000,000
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| MOTHERSON	3%	₹510 Cr	35,000,000 ↓ -3,319,861
State Bank of India (Financial Services) Equity, Since 31 Dec 13 \| SBIN	3%	₹473 Cr	4,900,000
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 20 \| RELIANCE	3%	₹449 Cr	3,400,000
Infosys Ltd (Technology) Equity, Since 31 Mar 20 \| INFY	3%	₹441 Cr	3,800,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 26 \| BHARTIARTL	3%	₹419 Cr	2,290,000
Power Finance Corp Ltd (Financial Services) Equity, Since 30 Nov 22 \| PFC	3%	₹391 Cr	9,111,111

5. Tata India Tax Savings Fund

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..

Research Highlights for Tata India Tax Savings Fund

Lower mid AUM (₹4,516 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.86% (lower mid).
3Y return: 13.20% (lower mid).
1Y return: 3.74% (upper mid).
Alpha: 3.02 (top quartile).
Sharpe: -0.04 (upper mid).
Information ratio: 0.21 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Bharti Airtel Ltd (~5.8%).

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund Growth
Launch Date	13 Oct 14
NAV (15 Jul 26)	₹46.513 ↑ 0.15 (0.31 %)
Net Assets (Cr)	₹4,516 on 31 May 26
Category	Equity - ELSS
AMC	Tata Asset Management Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.83
Sharpe Ratio	-0.04
Information Ratio	0.21
Alpha Ratio	3.02
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹10,258
30 Jun 23	₹12,650
30 Jun 24	₹17,258
30 Jun 25	₹18,161
30 Jun 26	₹18,578

Tata India Tax Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Tata 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

Duration	Returns
1 Month	2.2%
3 Month	4.1%
6 Month	2.8%
1 Year	3.7%
3 Year	13.2%
5 Year	12.9%
10 Year
15 Year
Since launch	14%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	4.9%
2024	19.5%
2023	24%
2022	5.9%
2021	30.4%
2020	11.9%
2019	13.6%
2018	-8.4%
2017	46%
2016	2.1%

Fund Manager information for Tata India Tax Savings Fund

Name	Since	Tenure
Sailesh Jain	16 Dec 21	4.54 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	33.72%
Industrials	16.32%
Consumer Cyclical	12.13%
Health Care	6.53%
Communication Services	5.78%
Basic Materials	5.59%
Energy	5.44%
Technology	4.8%
Utility	2.96%
Real Estate	1.91%
Consumer Defensive	1.29%

Asset Allocation

Asset Class	Value
Cash	2.65%
Equity	97.35%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 26 \| BHARTIARTL	6%	₹261 Cr	1,426,428
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| ICICIBANK	6%	₹258 Cr	2,050,000
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 10 \| HDFCBANK	6%	₹249 Cr	3,350,000
State Bank of India (Financial Services) Equity, Since 30 Nov 18 \| SBIN	4%	₹197 Cr	2,040,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 18 \| RELIANCE	4%	₹178 Cr	1,350,000
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 30 Nov 22 \| MOTHERSON	3%	₹144 Cr	9,850,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 16 \| LT	3%	₹144 Cr	352,147
Cummins India Ltd (Industrials) Equity, Since 31 Dec 20 \| CUMMINSIND	3%	₹135 Cr	230,000
NTPC Ltd (Utilities) Equity, Since 30 Jun 21 \| NTPC	3%	₹134 Cr	3,451,000
PB Fintech Ltd (Financial Services) Equity, Since 28 Feb 26 \| 543390	3%	₹113 Cr	664,850

6. Franklin India Taxshield

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

Top quartile AUM (₹6,039 Cr).
Oldest track record among peers (27 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.59% (lower mid).
3Y return: 13.11% (bottom quartile).
1Y return: -3.94% (bottom quartile).
Alpha: -7.07 (bottom quartile).
Sharpe: -0.65 (bottom quartile).
Information ratio: 0.02 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~8.0%).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (15 Jul 26)	₹1,433.95 ↑ 4.30 (0.30 %)
Net Assets (Cr)	₹6,039 on 31 May 26
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.81
Sharpe Ratio	-0.65
Information Ratio	0.02
Alpha Ratio	-7.07
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹9,904
30 Jun 23	₹12,470
30 Jun 24	₹18,167
30 Jun 25	₹19,312
30 Jun 26	₹18,123

Franklin India Taxshield SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Franklin India Taxshield

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

Duration	Returns
1 Month	2.3%
3 Month	1.8%
6 Month	-2.6%
1 Year	-3.9%
3 Year	13.1%
5 Year	12.6%
10 Year
15 Year
Since launch	20%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	2.1%
2024	22.4%
2023	31.2%
2022	5.4%
2021	36.7%
2020	9.8%
2019	5.1%
2018	-3%
2017	29.1%
2016	4.7%

Fund Manager information for Franklin India Taxshield

Name	Since	Tenure
R. Janakiraman	2 May 16	10.17 Yr.
Rajasa Kakulavarapu	1 Dec 23	2.58 Yr.

Data below for Franklin India Taxshield as on 31 May 26

Equity Sector Allocation

Sector	Value
Financial Services	31.4%
Industrials	14.04%
Basic Materials	8.49%
Consumer Cyclical	8.29%
Technology	8%
Consumer Defensive	5.85%
Health Care	4.78%
Utility	4.32%
Energy	3.81%
Communication Services	3.21%
Real Estate	1.41%

Asset Allocation

Asset Class	Value
Cash	6.39%
Equity	93.61%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	8%	₹486 Cr	6,520,834
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	7%	₹414 Cr	3,297,903
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| AXISBANK	5%	₹319 Cr	2,477,634
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	5%	₹292 Cr	717,322
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	5%	₹273 Cr	2,833,344
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	4%	₹222 Cr	1,911,441
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹195 Cr	1,472,922
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	3%	₹194 Cr	1,060,541 ↓ -78,511
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Nov 17 \| KOTAKBANK	3%	₹191 Cr	4,981,055
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| ETERNAL	3%	₹188 Cr	7,500,000

7. Kotak Tax Saver Fund

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

Upper mid AUM (₹6,020 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.98% (bottom quartile).
3Y return: 11.65% (bottom quartile).
1Y return: -0.75% (bottom quartile).
Alpha: -3.18 (bottom quartile).
Sharpe: -0.38 (bottom quartile).
Information ratio: -0.49 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding HDFC Bank Ltd (~7.4%).

Below is the key information for Kotak Tax Saver Fund

Kotak Tax Saver Fund Growth
Launch Date	23 Nov 05
NAV (15 Jul 26)	₹116.538 ↑ 0.80 (0.69 %)
Net Assets (Cr)	₹6,020 on 31 May 26
Category	Equity - ELSS
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.76
Sharpe Ratio	-0.39
Information Ratio	-0.49
Alpha Ratio	-3.18
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹10,018
30 Jun 23	₹12,630
30 Jun 24	₹17,845
30 Jun 25	₹18,129
30 Jun 26	₹17,587

Kotak Tax Saver Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for Kotak Tax Saver 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

Duration	Returns
1 Month	3.2%
3 Month	3.8%
6 Month	0.4%
1 Year	-0.8%
3 Year	11.7%
5 Year	12%
10 Year
15 Year
Since launch	12.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	1.8%
2024	21.8%
2023	23.6%
2022	6.9%
2021	33.2%
2020	14.9%
2019	12.7%
2018	-3.8%
2017	33.8%
2016	7.5%

Fund Manager information for Kotak Tax Saver Fund

Name	Since	Tenure
Harsha Upadhyaya	25 Aug 15	10.86 Yr.

Data below for Kotak Tax Saver Fund as on 31 May 26

Equity Sector Allocation

Sector	Value
Financial Services	31.54%
Industrials	12.76%
Consumer Cyclical	11.47%
Basic Materials	8.77%
Health Care	6.97%
Technology	6.38%
Energy	6.23%
Communication Services	5.22%
Utility	4.84%
Consumer Defensive	4.57%

Asset Allocation

Asset Class	Value
Cash	1.24%
Equity	98.76%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	7%	₹447 Cr	6,000,000
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	5%	₹304 Cr	3,150,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	5%	₹289 Cr	2,300,000
Bharti Airtel Ltd (Communication Services) Equity, Since 28 Feb 21 \| BHARTIARTL	4%	₹222 Cr	1,215,714
NTPC Ltd (Utilities) Equity, Since 30 Sep 22 \| NTPC	3%	₹201 Cr	5,200,000 ↑ 200,000
Tech Mahindra Ltd (Technology) Equity, Since 31 Aug 23 \| TECHM	3%	₹178 Cr	1,200,000
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 14 \| LT	3%	₹163 Cr	400,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Jul 24 \| ETERNAL	2%	₹150 Cr	6,000,000
Britannia Industries Ltd (Consumer Defensive) Equity, Since 30 Jun 25 \| BRITANNIA	2%	₹148 Cr	285,000
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 29 Feb 24 \| HINDPETRO	2%	₹148 Cr	3,750,000

8. 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

Lower mid AUM (₹1,380 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.91% (bottom quartile).
3Y return: 14.22% (upper mid).
1Y return: 1.06% (lower mid).
Alpha: 0.43 (lower mid).
Sharpe: -0.19 (lower mid).
Information ratio: 0.28 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding State Bank of India (~4.1%).

Below is the key information for BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund Growth
Launch Date	25 Feb 09
NAV (15 Jul 26)	₹164.45 ↑ 0.80 (0.49 %)
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.

Date	Value
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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 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

Duration	Returns
1 Month	0.5%
3 Month	2.3%
6 Month	4.1%
1 Year	1.1%
3 Year	14.2%
5 Year	11.9%
10 Year
15 Year
Since launch	17.5%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Alok Singh	27 Apr 22	4.18 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	24.72%
Industrials	19.59%
Basic Materials	16.92%
Consumer Cyclical	9.64%
Consumer Defensive	6.17%
Utility	5.36%
Technology	3.25%
Communication Services	3.11%
Health Care	2.76%
Energy	2.15%
Real Estate	0.11%

Asset Allocation

Asset Class	Value
Cash	3.61%
Equity	96.27%
Debt	0.12%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 31 Oct 21 \| SBIN	4%	₹56 Cr	584,286
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 Jul 23 \| HAL	3%	₹47 Cr	110,000 ↓ -4,000
Acutaas Chemicals Ltd (Basic Materials) Equity, Since 31 May 24 \| 543349	3%	₹45 Cr	142,759
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 24 \| BHARTIARTL	3%	₹43 Cr	235,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	3%	₹42 Cr	335,000
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 30 Apr 25 \| ADANIPORTS	3%	₹40 Cr	224,000
NTPC Ltd (Utilities) Equity, Since 30 Apr 22 \| NTPC	3%	₹40 Cr	1,041,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 10 \| HDFCBANK	3%	₹39 Cr	530,000 ↑ 20,000
Power Finance Corp Ltd (Financial Services) Equity, Since 28 Feb 26 \| PFC	3%	₹38 Cr	885,000
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| UNOMINDA	3%	₹36 Cr	330,439

ELSS SIP கால்குலேட்டர்

Know Your SIP Returns

Total investment amount is ₹720,000
expected amount after 5 Years is ₹1,074,189.
Net Profit of ₹354,189 Invest Now

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