8 சிறந்த ELSS வரி சேமிப்பு மியூச்சுவல் ஃபண்டுகள் 2022

Updated on May 12, 2026 , 65613 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 (%)
Motilal Oswal Long Term Equity Fund Growth	₹54.312 ↑ 0.35	₹3,969	Not Rated	10.1	2.4	11	24.2	19.9	-9.1
HDFC Tax Saver Fund Growth	₹1,323.69 ↑ 13.13	₹14,615	☆☆	-8	-9	-3.8	16.7	17.6	10.3
HDFC Long Term Advantage Fund Growth	₹595.168 ↑ 0.28	₹1,318	☆☆☆	1.2	15.4	35.5	20.6	17.4
JM Tax Gain Fund Growth	₹47.5769 ↑ 0.53	₹196	☆☆☆	-0.6	-5.9	2.9	17.3	15.6	2.5
Nippon India Tax Saver Fund (ELSS) Growth	₹127.845 ↑ 1.57	₹13,422	☆☆☆	-2	-3.3	2.9	16.4	15.2	6
BOI AXA Tax Advantage Fund Growth	₹161.75 ↑ 0.59	₹1,260	☆☆☆	0.9	-0.4	4.2	16.2	14.9	-3.5
Tata India Tax Savings Fund Growth	₹44.7202 ↑ 0.50	₹4,091	☆☆☆☆☆	-2.6	-2.7	4.2	14.8	14.2	4.9
Franklin India Taxshield Growth	₹1,368.9 ↑ 11.93	₹5,684	☆☆	-6.7	-9.2	-5.6	14.4	14.1	2.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 May 26

Research Highlights & Commentary of 8 Funds showcased

Commentary	Motilal Oswal Long Term Equity Fund	HDFC Tax Saver Fund	HDFC Long Term Advantage Fund	JM Tax Gain Fund	Nippon India Tax Saver Fund (ELSS)	BOI AXA Tax Advantage Fund	Tata India Tax Savings Fund	Franklin India Taxshield
Point 1	Lower mid AUM (₹3,969 Cr).	Highest AUM (₹14,615 Cr).	Lower mid AUM (₹1,318 Cr).	Bottom quartile AUM (₹196 Cr).	Top quartile AUM (₹13,422 Cr).	Bottom quartile AUM (₹1,260 Cr).	Upper mid AUM (₹4,091 Cr).	Upper mid AUM (₹5,684 Cr).
Point 2	Established history (11+ yrs).	Oldest track record among peers (30 yrs).	Established history (25+ yrs).	Established history (18+ yrs).	Established history (20+ yrs).	Established history (17+ yrs).	Established history (11+ yrs).	Established history (27+ yrs).
Point 3	Not Rated.	Rating: 2★ (lower mid).	Rating: 3★ (top quartile).	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Top rated.	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.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 19.89% (top quartile).	5Y return: 17.62% (top quartile).	5Y return: 17.39% (upper mid).	5Y return: 15.60% (upper mid).	5Y return: 15.18% (lower mid).	5Y return: 14.86% (lower mid).	5Y return: 14.16% (bottom quartile).	5Y return: 14.12% (bottom quartile).
Point 6	3Y return: 24.19% (top quartile).	3Y return: 16.66% (upper mid).	3Y return: 20.64% (top quartile).	3Y return: 17.31% (upper mid).	3Y return: 16.41% (lower mid).	3Y return: 16.18% (lower mid).	3Y return: 14.82% (bottom quartile).	3Y return: 14.43% (bottom quartile).
Point 7	1Y return: 10.97% (top quartile).	1Y return: -3.82% (bottom quartile).	1Y return: 35.51% (top quartile).	1Y return: 2.87% (lower mid).	1Y return: 2.93% (lower mid).	1Y return: 4.21% (upper mid).	1Y return: 4.20% (upper mid).	1Y return: -5.64% (bottom quartile).
Point 8	Alpha: 1.62 (upper mid).	Alpha: -1.80 (lower mid).	Alpha: 1.75 (top quartile).	Alpha: -2.80 (bottom quartile).	Alpha: 0.39 (upper mid).	Alpha: -1.23 (lower mid).	Alpha: 1.67 (top quartile).	Alpha: -4.06 (bottom quartile).
Point 9	Sharpe: -0.25 (top quartile).	Sharpe: -0.60 (lower mid).	Sharpe: 2.27 (top quartile).	Sharpe: -0.68 (bottom quartile).	Sharpe: -0.45 (upper mid).	Sharpe: -0.57 (lower mid).	Sharpe: -0.37 (upper mid).	Sharpe: -0.77 (bottom quartile).
Point 10	Information ratio: 0.55 (top quartile).	Information ratio: 0.86 (top quartile).	Information ratio: -0.15 (bottom quartile).	Information ratio: 0.32 (upper mid).	Information ratio: 0.55 (upper mid).	Information ratio: 0.25 (lower mid).	Information ratio: -0.09 (bottom quartile).	Information ratio: 0.30 (lower mid).

Motilal Oswal Long Term Equity Fund

Lower mid AUM (₹3,969 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 19.89% (top quartile).
3Y return: 24.19% (top quartile).
1Y return: 10.97% (top quartile).
Alpha: 1.62 (upper mid).
Sharpe: -0.25 (top quartile).
Information ratio: 0.55 (top quartile).

HDFC Tax Saver Fund

Highest AUM (₹14,615 Cr).
Oldest track record among peers (30 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.62% (top quartile).
3Y return: 16.66% (upper mid).
1Y return: -3.82% (bottom quartile).
Alpha: -1.80 (lower mid).
Sharpe: -0.60 (lower mid).
Information ratio: 0.86 (top quartile).

HDFC Long Term Advantage Fund

Lower mid AUM (₹1,318 Cr).
Established history (25+ yrs).
Rating: 3★ (top quartile).
Risk profile: Moderately High.
5Y return: 17.39% (upper mid).
3Y return: 20.64% (top quartile).
1Y return: 35.51% (top quartile).
Alpha: 1.75 (top quartile).
Sharpe: 2.27 (top quartile).
Information ratio: -0.15 (bottom quartile).

JM Tax Gain Fund

Bottom quartile AUM (₹196 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.60% (upper mid).
3Y return: 17.31% (upper mid).
1Y return: 2.87% (lower mid).
Alpha: -2.80 (bottom quartile).
Sharpe: -0.68 (bottom quartile).
Information ratio: 0.32 (upper mid).

Nippon India Tax Saver Fund (ELSS)

Top quartile AUM (₹13,422 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.18% (lower mid).
3Y return: 16.41% (lower mid).
1Y return: 2.93% (lower mid).
Alpha: 0.39 (upper mid).
Sharpe: -0.45 (upper mid).
Information ratio: 0.55 (upper mid).

BOI AXA Tax Advantage Fund

Bottom quartile AUM (₹1,260 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.86% (lower mid).
3Y return: 16.18% (lower mid).
1Y return: 4.21% (upper mid).
Alpha: -1.23 (lower mid).
Sharpe: -0.57 (lower mid).
Information ratio: 0.25 (lower mid).

Tata India Tax Savings Fund

Upper mid AUM (₹4,091 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.16% (bottom quartile).
3Y return: 14.82% (bottom quartile).
1Y return: 4.20% (upper mid).
Alpha: 1.67 (top quartile).
Sharpe: -0.37 (upper mid).
Information ratio: -0.09 (bottom quartile).

Franklin India Taxshield

Upper mid AUM (₹5,684 Cr).
Established history (27+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.12% (bottom quartile).
3Y return: 14.43% (bottom quartile).
1Y return: -5.64% (bottom quartile).
Alpha: -4.06 (bottom quartile).
Sharpe: -0.77 (bottom quartile).
Information ratio: 0.30 (lower 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. 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

Lower mid AUM (₹3,969 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 19.89% (top quartile).
3Y return: 24.19% (top quartile).
1Y return: 10.97% (top quartile).
Alpha: 1.62 (upper mid).
Sharpe: -0.25 (top quartile).
Information ratio: 0.55 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Multi Commodity Exchange of India Ltd (~7.8%).

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 (14 May 26)	₹54.312 ↑ 0.35 (0.65 %)
Net Assets (Cr)	₹3,969 on 31 Mar 26
Category	Equity - ELSS
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.65
Sharpe Ratio	-0.25
Information Ratio	0.55
Alpha Ratio	1.62
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹11,377
30 Apr 23	₹12,465
30 Apr 24	₹19,931
30 Apr 25	₹21,029
30 Apr 26	₹24,290

Motilal Oswal Long Term Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 May 26

Duration	Returns
1 Month	6.4%
3 Month	10.1%
6 Month	2.4%
1 Year	11%
3 Year	24.2%
5 Year	19.9%
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	2.39 Yr.
Ankit Agarwal	16 Mar 26	0.12 Yr.
Rakesh Shetty	22 Nov 22	3.44 Yr.
Atul Mehra	1 Oct 24	1.58 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	28.67%
Industrials	26.59%
Consumer Cyclical	12.9%
Basic Materials	11.92%
Technology	11.78%
Health Care	4.53%
Real Estate	2.9%

Asset Allocation

Asset Class	Value
Cash	0.71%
Equity	99.29%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 29 Feb 24 \| MCX	8%	₹310 Cr	1,296,040
Piramal Finance Ltd (Financial Services) Equity, Since 30 Sep 25 \| PIRAMALFIN	6%	₹238 Cr	1,298,583 ↓ -220,000
Jain Resource Recycling Ltd (Basic Materials) Equity, Since 31 Oct 25 \| JAINREC	6%	₹229 Cr	5,011,074 ↑ 268,009
Apar Industries Ltd (Industrials) Equity, Since 31 Dec 23 \| APARINDS	5%	₹213 Cr	215,645 ↑ 31,279
Waaree Energies Ltd (Technology) Equity, Since 31 Oct 24 \| 544277	5%	₹195 Cr	627,718 ↑ 43,739
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Mar 24 \| AMBER	5%	₹181 Cr	276,357 ↑ 17,351
OneSource Specialty Pharma Ltd (Healthcare) Equity, Since 31 Jan 25 \| ONESOURCE	5%	₹180 Cr	1,221,228 ↑ 295,191
Billionbrains Garage Ventures Ltd (Financial Services) Equity, Since 30 Nov 25 \| GROWW	4%	₹176 Cr	11,710,407 ↑ 768,996
Ather Energy Ltd (Consumer Cyclical) Equity, Since 31 Oct 25 \| ATHERENERG	4%	₹174 Cr	2,301,469 ↑ 170,179
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Jun 25 \| 533398	4%	₹173 Cr	546,874

2. HDFC Tax Saver Fund

The fund plans to provide long term growth of capital.

Research Highlights for HDFC Tax Saver Fund

Highest AUM (₹14,615 Cr).
Oldest track record among peers (30 yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.62% (top quartile).
3Y return: 16.66% (upper mid).
1Y return: -3.82% (bottom quartile).
Alpha: -1.80 (lower mid).
Sharpe: -0.60 (lower mid).
Information ratio: 0.86 (top quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~9.1%).

Below is the key information for HDFC Tax Saver Fund

HDFC Tax Saver Fund Growth
Launch Date	31 Mar 96
NAV (14 May 26)	₹1,323.69 ↑ 13.13 (1.00 %)
Net Assets (Cr)	₹14,615 on 31 Mar 26
Category	Equity - ELSS
AMC	HDFC Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.7
Sharpe Ratio	-0.6
Information Ratio	0.86
Alpha Ratio	-1.8
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹12,600
30 Apr 23	₹14,123
30 Apr 24	₹20,596
30 Apr 25	₹23,358
30 Apr 26	₹22,859

HDFC Tax Saver 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 HDFC 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 May 26

Duration	Returns
1 Month	-1.4%
3 Month	-8%
6 Month	-9%
1 Year	-3.8%
3 Year	16.7%
5 Year	17.6%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
2025	10.3%
2024	21.3%
2023	33.2%
2022	10.5%
2021	35.3%
2020	5.8%
2019	3.7%
2018	-10.9%
2017	38.7%
2016	7.6%

Fund Manager information for HDFC Tax Saver Fund

Name	Since	Tenure
Amar Kalkundrikar	8 Dec 25	0.39 Yr.
Dhruv Muchhal	22 Jun 23	2.86 Yr.

Data below for HDFC Tax Saver Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	42.92%
Consumer Cyclical	16.66%
Technology	7.27%
Health Care	7.15%
Industrials	5.24%
Basic Materials	4.73%
Communication Services	4.62%
Energy	4.42%
Consumer Defensive	3.02%
Utility	2.23%

Asset Allocation

Asset Class	Value
Cash	1.39%
Equity	98.26%
Debt	0.35%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	9%	₹1,326 Cr	11,000,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 15 \| HDFCBANK	8%	₹1,214 Cr	16,600,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| 532215	7%	₹1,029 Cr	8,863,395
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 31 Jan 22 \| SBILIFE	5%	₹713 Cr	4,011,108 ↓ -488,892
State Bank of India (Financial Services) Equity, Since 31 Dec 06 \| SBIN	5%	₹686 Cr	7,000,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jan 24 \| MARUTI	5%	₹677 Cr	550,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 19 \| BHARTIARTL	5%	₹675 Cr	3,788,193 ↑ 388,193
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Dec 23 \| KOTAKBANK	4%	₹618 Cr	17,500,000
HCL Technologies Ltd (Technology) Equity, Since 30 Sep 20 \| HCLTECH	3%	₹480 Cr	3,575,000 ↑ 225,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 15 \| RELIANCE	3%	₹447 Cr	3,325,000

3. 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

Lower mid AUM (₹1,318 Cr).
Established history (25+ yrs).
Rating: 3★ (top quartile).
Risk profile: Moderately High.
5Y return: 17.39% (upper mid).
3Y return: 20.64% (top quartile).
1Y return: 35.51% (top quartile).
Alpha: 1.75 (top quartile).
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 Apr 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 May 26

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

4. 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 (₹196 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.60% (upper mid).
3Y return: 17.31% (upper mid).
1Y return: 2.87% (lower mid).
Alpha: -2.80 (bottom quartile).
Sharpe: -0.68 (bottom quartile).
Information ratio: 0.32 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding HDFC Bank Ltd (~3.7%).

Below is the key information for JM Tax Gain Fund

JM Tax Gain Fund Growth
Launch Date	31 Mar 08
NAV (14 May 26)	₹47.5769 ↑ 0.53 (1.13 %)
Net Assets (Cr)	₹196 on 31 Mar 26
Category	Equity - ELSS
AMC	JM Financial Asset Management Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.37
Sharpe Ratio	-0.68
Information Ratio	0.32
Alpha Ratio	-2.8
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹11,727
30 Apr 23	₹12,473
30 Apr 24	₹18,958
30 Apr 25	₹19,566
30 Apr 26	₹20,443

JM Tax Gain Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 May 26

Duration	Returns
1 Month	4.5%
3 Month	-0.6%
6 Month	-5.9%
1 Year	2.9%
3 Year	17.3%
5 Year	15.6%
10 Year
15 Year
Since launch	9%

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	1.58 Yr.
Asit Bhandarkar	31 Dec 21	4.33 Yr.
Ruchi Fozdar	4 Oct 24	1.57 Yr.
Deepak Gupta	11 Apr 25	1.05 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	27.31%
Consumer Cyclical	16.83%
Technology	10.39%
Industrials	9.65%
Basic Materials	8.99%
Health Care	8.6%
Consumer Defensive	3.73%
Energy	3.67%
Real Estate	3.12%
Communication Services	3%
Utility	1.04%

Asset Allocation

Asset Class	Value
Cash	3.67%
Equity	96.33%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 11 \| HDFCBANK	4%	₹7 Cr	98,262
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 25 \| RELIANCE	4%	₹7 Cr	53,400
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 10 \| LT	3%	₹6 Cr	18,447
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 24 \| BHARTIARTL	3%	₹6 Cr	32,950
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 22 \| ICICIBANK	3%	₹6 Cr	48,500
Lupin Ltd (Healthcare) Equity, Since 31 May 25 \| 500257	3%	₹6 Cr	25,000
Karur Vysya Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| 590003	3%	₹6 Cr	199,000
Travel Food Services Ltd (Consumer Cyclical) Equity, Since 31 Jul 25 \| TRAVELFOOD	3%	₹5 Cr	41,598 ↓ -4,000
Vedanta Ltd (Basic Materials) Equity, Since 31 Oct 25 \| 500295	3%	₹5 Cr	75,500
Jindal Steel Ltd (Basic Materials) Equity, Since 30 Apr 25 \| 532286	2%	₹5 Cr	41,300

5. 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)

Top quartile AUM (₹13,422 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.18% (lower mid).
3Y return: 16.41% (lower mid).
1Y return: 2.93% (lower mid).
Alpha: 0.39 (upper mid).
Sharpe: -0.45 (upper mid).
Information ratio: 0.55 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding ICICI Bank Ltd (~7.1%).

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 (14 May 26)	₹127.845 ↑ 1.57 (1.24 %)
Net Assets (Cr)	₹13,422 on 31 Mar 26
Category	Equity - ELSS
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.7
Sharpe Ratio	-0.45
Information Ratio	0.55
Alpha Ratio	0.39
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹12,091
30 Apr 23	₹12,721
30 Apr 24	₹18,392
30 Apr 25	₹19,443
30 Apr 26	₹20,525

Nippon India Tax Saver Fund (ELSS) SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 May 26

Duration	Returns
1 Month	1.6%
3 Month	-2%
6 Month	-3.3%
1 Year	2.9%
3 Year	16.4%
5 Year	15.2%
10 Year
15 Year
Since launch	13.1%

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	4.84 Yr.
Ritesh Rathod	19 Aug 24	1.7 Yr.
Kinjal Desai	25 May 18	7.94 Yr.
Amber Singhania	11 Mar 26	0.14 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	34.58%
Consumer Cyclical	11.81%
Industrials	11.13%
Consumer Defensive	9.96%
Utility	7.89%
Health Care	6.06%
Energy	5.52%
Technology	4.37%
Communication Services	4.34%
Basic Materials	2.6%

Asset Allocation

Asset Class	Value
Cash	1.74%
Equity	98.26%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 28 Feb 15 \| ICICIBANK	7%	₹1,049 Cr	8,300,000
HDFC Bank Ltd (Financial Services) Equity, Since 29 Feb 20 \| HDFCBANK	6%	₹941 Cr	12,200,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 20 \| 532215	4%	₹621 Cr	4,900,000
NTPC Ltd (Utilities) Equity, Since 28 Feb 19 \| 532555	4%	₹559 Cr	14,000,000
State Bank of India (Financial Services) Equity, Since 31 Dec 13 \| SBIN	4%	₹524 Cr	4,900,000
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 20 \| RELIANCE	3%	₹486 Cr	3,400,000 ↓ -250,000
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| MOTHERSON	3%	₹464 Cr	38,319,861
Infosys Ltd (Technology) Equity, Since 31 Mar 20 \| INFY	3%	₹449 Cr	3,800,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 26 \| BHARTIARTL	3%	₹432 Cr	2,290,000
Power Finance Corp Ltd (Financial Services) Equity, Since 30 Nov 22 \| 532810	3%	₹409 Cr	9,111,111

6. 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

Bottom quartile AUM (₹1,260 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.86% (lower mid).
3Y return: 16.18% (lower mid).
1Y return: 4.21% (upper mid).
Alpha: -1.23 (lower mid).
Sharpe: -0.57 (lower mid).
Information ratio: 0.25 (lower 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 (~4.5%).

Below is the key information for BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund Growth
Launch Date	25 Feb 09
NAV (14 May 26)	₹161.75 ↑ 0.59 (0.37 %)
Net Assets (Cr)	₹1,260 on 31 Mar 26
Category	Equity - ELSS
AMC	BOI AXA Investment Mngrs Private Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.09
Sharpe Ratio	-0.57
Information Ratio	0.25
Alpha Ratio	-1.23
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹11,716
30 Apr 23	₹12,504
30 Apr 24	₹19,421
30 Apr 25	₹18,353
30 Apr 26	₹19,890

BOI AXA Tax Advantage 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 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 May 26

Duration	Returns
1 Month	2.3%
3 Month	0.9%
6 Month	-0.4%
1 Year	4.2%
3 Year	16.2%
5 Year	14.9%
10 Year
15 Year
Since launch	17.6%

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	4.01 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	25.57%
Industrials	19.91%
Basic Materials	15.58%
Consumer Cyclical	9.77%
Consumer Defensive	6.46%
Utility	5.23%
Technology	3.43%
Communication Services	3.16%
Energy	2.3%
Health Care	1.89%
Real Estate	0.1%

Asset Allocation

Asset Class	Value
Cash	3.56%
Equity	96.32%
Debt	0.12%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 31 Oct 21 \| SBIN	4%	₹62 Cr	584,286 ↑ 32,286
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 Jul 23 \| HAL	4%	₹49 Cr	114,000
Quality Power Electrical Equipments Ltd (Industrials) Equity, Since 31 Jul 25 \| QPOWER	3%	₹45 Cr	324,293
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 24 \| BHARTIARTL	3%	₹44 Cr	235,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	3%	₹42 Cr	335,000
NTPC Ltd (Utilities) Equity, Since 30 Apr 22 \| 532555	3%	₹42 Cr	1,041,000
Power Finance Corp Ltd (Financial Services) Equity, Since 28 Feb 26 \| 532810	3%	₹40 Cr	885,000 ↑ 85,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 10 \| HDFCBANK	3%	₹39 Cr	510,000
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 30 Apr 25 \| ADANIPORTS	3%	₹37 Cr	224,000 ↑ 10,000
Acutaas Chemicals Ltd (Basic Materials) Equity, Since 31 May 24 \| 543349	3%	₹37 Cr	142,759

7. 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

Upper mid AUM (₹4,091 Cr).
Established history (11+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.16% (bottom quartile).
3Y return: 14.82% (bottom quartile).
1Y return: 4.20% (upper mid).
Alpha: 1.67 (top quartile).
Sharpe: -0.37 (upper mid).
Information ratio: -0.09 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Bharti Airtel Ltd (~6.2%).

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund Growth
Launch Date	13 Oct 14
NAV (14 May 26)	₹44.7202 ↑ 0.50 (1.13 %)
Net Assets (Cr)	₹4,091 on 31 Mar 26
Category	Equity - ELSS
AMC	Tata Asset Management Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.83
Sharpe Ratio	-0.37
Information Ratio	-0.09
Alpha Ratio	1.67
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹11,893
30 Apr 23	₹12,613
30 Apr 24	₹16,992
30 Apr 25	₹18,134
30 Apr 26	₹19,502

Tata India Tax Savings 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 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 May 26

Duration	Returns
1 Month	1.8%
3 Month	-2.6%
6 Month	-2.7%
1 Year	4.2%
3 Year	14.8%
5 Year	14.2%
10 Year
15 Year
Since launch	13.8%

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	4.37 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	34.54%
Industrials	13.63%
Consumer Cyclical	13%
Basic Materials	7.18%
Health Care	6.4%
Communication Services	6.22%
Energy	5.77%
Technology	5.29%
Utility	3.13%
Real Estate	1.84%
Consumer Defensive	1.06%

Asset Allocation

Asset Class	Value
Cash	1.95%
Equity	98.05%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 26 \| BHARTIARTL	6%	₹254 Cr	1,426,428 ↑ 1,426,428
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| ICICIBANK	6%	₹253 Cr	2,100,000
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 10 \| HDFCBANK	6%	₹251 Cr	3,425,000
State Bank of India (Financial Services) Equity, Since 30 Nov 18 \| SBIN	5%	₹200 Cr	2,040,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 18 \| RELIANCE	4%	₹181 Cr	1,350,000
NTPC Ltd (Utilities) Equity, Since 30 Jun 21 \| 532555	3%	₹128 Cr	3,451,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 16 \| LT	3%	₹123 Cr	352,147
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 30 Nov 22 \| MOTHERSON	3%	₹107 Cr	10,200,000
Cummins India Ltd (Industrials) Equity, Since 31 Dec 20 \| 500480	3%	₹104 Cr	230,000
Infosys Ltd (Technology) Equity, Since 30 Sep 18 \| INFY	2%	₹102 Cr	816,081

8. 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

Upper mid AUM (₹5,684 Cr).
Established history (27+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.12% (bottom quartile).
3Y return: 14.43% (bottom quartile).
1Y return: -5.64% (bottom quartile).
Alpha: -4.06 (bottom quartile).
Sharpe: -0.77 (bottom quartile).
Information ratio: 0.30 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~8.4%).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (14 May 26)	₹1,368.9 ↑ 11.93 (0.88 %)
Net Assets (Cr)	₹5,684 on 31 Mar 26
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.81
Sharpe Ratio	-0.77
Information Ratio	0.3
Alpha Ratio	-4.06
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹12,016
30 Apr 23	₹12,878
30 Apr 24	₹18,738
30 Apr 25	₹20,446
30 Apr 26	₹19,879

Franklin India Taxshield 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 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 May 26

Duration	Returns
1 Month	-1.1%
3 Month	-6.7%
6 Month	-9.2%
1 Year	-5.6%
3 Year	14.4%
5 Year	14.1%
10 Year
15 Year
Since launch	19.9%

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 Yr.
Rajasa Kakulavarapu	1 Dec 23	2.42 Yr.

Data below for Franklin India Taxshield as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	32.37%
Industrials	14.07%
Technology	8.8%
Consumer Cyclical	8.76%
Basic Materials	8.01%
Consumer Defensive	5.94%
Health Care	4.71%
Utility	4.33%
Communication Services	3.57%
Energy	3.48%
Real Estate	1.24%

Asset Allocation

Asset Class	Value
Cash	4.72%
Equity	95.28%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	8%	₹477 Cr	6,520,834
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	7%	₹398 Cr	3,297,903
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	5%	₹302 Cr	860,648 ↓ -23,205
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	5%	₹288 Cr	2,477,634
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	5%	₹277 Cr	2,833,344
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	4%	₹235 Cr	1,876,441
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	4%	₹203 Cr	1,139,052 ↓ -53,251
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹198 Cr	1,472,922
HCL Technologies Ltd (Technology) Equity, Since 31 Oct 21 \| HCLTECH	3%	₹196 Cr	1,462,587
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Nov 17 \| KOTAKBANK	3%	₹176 Cr	4,981,055

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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