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6 சிறப்பாகச் செயல்படும் வரிச் சேமிப்பு மியூச்சுவல் ஃபண்டுகள் 2022 | Fincash.com

ஃபின்காஷ் »பரஸ்பர நிதி »சிறப்பாக செயல்படும் வரி சேமிப்பு மியூச்சுவல் ஃபண்டுகள்

6 சிறப்பாகச் செயல்படும் வரிச் சேமிப்பு மியூச்சுவல் ஃபண்டுகள் 2022

Updated on June 28, 2025 , 3544 views

வரி சீசன் நெருங்கி வருவதால், முதலீடு செய்யும் முதலீட்டாளர்கள்ELSS எப்போதும் சிறப்பாகச் செயல்படும் நிதிகளைப் பாருங்கள்சந்தை. பல முதலீட்டாளர்கள் பலவற்றில் ஒரு நிதியைத் தேர்ந்தெடுப்பது கடினமாக இருப்பதால், ELSS பிரிவில் சில சிறந்த செயல்திறனாளர்களைப் பரிந்துரைக்க நாங்கள் இங்கு வந்துள்ளோம்.

முதலீட்டாளர்கள் இந்த நிதிகளில் முதலீடு செய்து ஒவ்வொரு ஆண்டும் 1.5 லட்சம் ரூபாய் வரை சேமிக்கலாம்பிரிவு 80C இன்வருமான வரி சட்டம் 1961. ELSS திட்டங்களுக்கு குறைந்தபட்சம் 3 ஆண்டுகள் லாக்-இன் காலம் உள்ளது. நாங்கள் பரிந்துரைக்கப்பட்ட சிறந்த வரிச் சேமிப்புபரஸ்பர நிதி AUM போன்ற சில முக்கியமான அளவுருக்களை மேற்கொள்வதன் மூலம் கவனமாக பட்டியலிடப்பட்டுள்ளது,இல்லை, கடந்த கால நிகழ்ச்சிகள் போன்றவை.

இதனால், முதலீட்டாளர்கள் தங்கள் வரிச் சேமிப்பை எளிதாகத் திட்டமிடலாம்முதலீடு இந்த நிதிகளில்.

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Tax-Savings

சிறப்பாக செயல்படும் வரி சேமிப்பு மியூச்சுவல் ஃபண்டுகள்

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Tata India Tax Savings Fund Growth ₹44.9705
↓ -0.01
₹4,5829.52.15.22122.819.5
IDFC Tax Advantage (ELSS) Fund Growth ₹153.894
↓ -0.43
₹6,9558.94.42.820.726.913.1
L&T Tax Advantage Fund Growth ₹136.68
↑ 0.24
₹4,12911.20.96.225.723.633
Principal Tax Savings Fund Growth ₹514.165
↓ -1.37
₹1,3599.34.85.619.92315.8
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28
₹1,3181.215.435.520.617.4
Invesco India Tax Plan Growth ₹127.93
↓ -0.26
₹2,84511.7-0.15.822.421.725.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jun 25
*1000 கோடி முதல் 10 வரையிலான நிகர சொத்துக்களைக் கொண்ட வரிச் சேமிப்பு மியூச்சுவல் ஃபண்டுகளின் பட்டியல்,000 கோடிகள்.

1. 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..

Tata India Tax Savings Fund is a Equity - ELSS fund was launched on 13 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch.  Ranked 1 in ELSS category.  Return for 2024 was 19.5% , 2023 was 24% and 2022 was 5.9% .

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund
Growth
Launch Date 13 Oct 14
NAV (30 Jun 25) ₹44.9705 ↓ -0.01   (-0.02 %)
Net Assets (Cr) ₹4,582 on 31 May 25
Category Equity - ELSS
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 0.3
Information Ratio -0.16
Alpha Ratio 1.85
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,382
30 Jun 22₹15,779
30 Jun 23₹19,459
30 Jun 24₹26,547

Tata India Tax Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
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 30 Jun 25

DurationReturns
1 Month 3.1%
3 Month 9.5%
6 Month 2.1%
1 Year 5.2%
3 Year 21%
5 Year 22.8%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 13.3%
Fund Manager information for Tata India Tax Savings Fund
NameSinceTenure
Sailesh Jain16 Dec 213.46 Yr.
Tejas Gutka9 Mar 214.23 Yr.

Data below for Tata India Tax Savings Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services34.16%
Consumer Cyclical14.48%
Industrials13.79%
Basic Materials6.69%
Technology6.67%
Energy5.44%
Communication Services4.1%
Health Care3.25%
Utility2.51%
Real Estate2.5%
Consumer Defensive0.99%
Asset Allocation
Asset ClassValue
Cash5.4%
Equity94.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK
7%₹335 Cr1,725,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
7%₹307 Cr2,125,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
4%₹192 Cr1,350,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
4%₹181 Cr1,160,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN
4%₹177 Cr2,175,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
4%₹174 Cr940,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | AXISBANK
3%₹155 Cr1,300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT
3%₹129 Cr352,147
NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | NTPC
3%₹115 Cr3,451,000
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON
2%₹104 Cr6,800,000

2. IDFC Tax Advantage (ELSS) Fund

The investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related securities. There can be no assurance that the investment objective of the scheme will be realised.

IDFC Tax Advantage (ELSS) Fund is a Equity - ELSS fund was launched on 26 Dec 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18% since its launch.  Ranked 3 in ELSS category.  Return for 2024 was 13.1% , 2023 was 28.3% and 2022 was 4.2% .

Below is the key information for IDFC Tax Advantage (ELSS) Fund

IDFC Tax Advantage (ELSS) Fund
Growth
Launch Date 26 Dec 08
NAV (30 Jun 25) ₹153.894 ↓ -0.43   (-0.28 %)
Net Assets (Cr) ₹6,955 on 31 May 25
Category Equity - ELSS
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 0.04
Information Ratio -0.26
Alpha Ratio -2.02
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹18,330
30 Jun 22₹18,706
30 Jun 23₹23,871
30 Jun 24₹31,978

IDFC Tax Advantage (ELSS) Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for IDFC Tax Advantage (ELSS) Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 25

DurationReturns
1 Month 2.9%
3 Month 8.9%
6 Month 4.4%
1 Year 2.8%
3 Year 20.7%
5 Year 26.9%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2024 13.1%
2023 28.3%
2022 4.2%
2021 49.2%
2020 18.7%
2019 1.9%
2018 -9.4%
2017 53.4%
2016 0.4%
2015 6.9%
Fund Manager information for IDFC Tax Advantage (ELSS) Fund
NameSinceTenure
Daylynn Pinto20 Oct 168.62 Yr.
Ritika Behera7 Oct 231.65 Yr.
Gaurav Satra10 Jun 240.98 Yr.

Data below for IDFC Tax Advantage (ELSS) Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services32.39%
Consumer Cyclical9.66%
Basic Materials9.11%
Technology8.32%
Consumer Defensive8.1%
Energy7.66%
Health Care6.57%
Industrials5.94%
Communication Services2.67%
Real Estate1.61%
Utility1.13%
Asset Allocation
Asset ClassValue
Cash6.45%
Equity93.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
8%₹554 Cr2,850,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
7%₹469 Cr3,300,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK
6%₹390 Cr2,700,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | AXISBANK
5%₹346 Cr2,900,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS
4%₹294 Cr850,000
↑ 25,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY
3%₹211 Cr1,350,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK
3%₹207 Cr1,000,000
↑ 225,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
3%₹186 Cr1,000,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | HEROMOTOCO
2%₹151 Cr350,000
↑ 25,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JINDALSTEL
2%₹142 Cr1,500,000

3. L&T Tax Advantage Fund

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

L&T Tax Advantage Fund is a Equity - ELSS fund was launched on 27 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.5% since its launch.  Ranked 7 in ELSS category.  Return for 2024 was 33% , 2023 was 28.4% and 2022 was -3% .

Below is the key information for L&T Tax Advantage Fund

L&T Tax Advantage Fund
Growth
Launch Date 27 Feb 06
NAV (30 Jun 25) ₹136.68 ↑ 0.24   (0.17 %)
Net Assets (Cr) ₹4,129 on 31 May 25
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.31
Information Ratio 0.58
Alpha Ratio 2.34
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,399
30 Jun 22₹14,532
30 Jun 23₹18,691
30 Jun 24₹27,170

L&T Tax Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for L&T 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 30 Jun 25

DurationReturns
1 Month 3.4%
3 Month 11.2%
6 Month 0.9%
1 Year 6.2%
3 Year 25.7%
5 Year 23.6%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 33%
2023 28.4%
2022 -3%
2021 30.3%
2020 13.5%
2019 4.6%
2018 -8.1%
2017 42.3%
2016 8.1%
2015 2.9%
Fund Manager information for L&T Tax Advantage Fund
NameSinceTenure
Sonal Gupta21 Jul 213.87 Yr.
Abhishek Gupta1 Mar 241.25 Yr.

Data below for L&T Tax Advantage Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services25.6%
Consumer Cyclical19.92%
Industrials17.66%
Technology10.61%
Basic Materials5.73%
Health Care5.16%
Energy4.29%
Consumer Defensive3.36%
Utility3.04%
Communication Services2.1%
Real Estate1.48%
Asset Allocation
Asset ClassValue
Cash0.78%
Equity99.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
5%₹226 Cr1,162,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
4%₹167 Cr1,155,500
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
3%₹135 Cr951,812
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹121 Cr774,900
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
3%₹111 Cr301,450
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL
2%₹87 Cr467,000
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹83 Cr1,291,500
State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN
2%₹80 Cr984,432
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
2%₹75 Cr3,150,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT
2%₹75 Cr133,000

4. Principal Tax Savings Fund

To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors, the scheme aims at providing returns through capital appreciation.

Principal Tax Savings Fund is a Equity - ELSS fund was launched on 31 Mar 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 8 in ELSS category.  Return for 2024 was 15.8% , 2023 was 24.5% and 2022 was 4.3% .

Below is the key information for Principal Tax Savings Fund

Principal Tax Savings Fund
Growth
Launch Date 31 Mar 96
NAV (30 Jun 25) ₹514.165 ↓ -1.37   (-0.27 %)
Net Assets (Cr) ₹1,359 on 31 May 25
Category Equity - ELSS
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio 0.21
Information Ratio -0.44
Alpha Ratio 0.21
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,903
30 Jun 22₹16,303
30 Jun 23₹20,115
30 Jun 24₹26,606

Principal Tax Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Principal 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 30 Jun 25

DurationReturns
1 Month 2.9%
3 Month 9.3%
6 Month 4.8%
1 Year 5.6%
3 Year 19.9%
5 Year 23%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2024 15.8%
2023 24.5%
2022 4.3%
2021 32.1%
2020 18.9%
2019 2.5%
2018 -9.2%
2017 48.8%
2016 6.2%
2015 2.7%
Fund Manager information for Principal Tax Savings Fund
NameSinceTenure
Rohit Seksaria1 Jan 223.42 Yr.
Bharath Subramanian2 Jun 250 Yr.

Data below for Principal Tax Savings Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services32.66%
Industrials11.51%
Consumer Cyclical11.42%
Health Care7.09%
Consumer Defensive7.05%
Basic Materials7.03%
Technology6.38%
Energy5.79%
Communication Services4.7%
Utility1.82%
Asset Allocation
Asset ClassValue
Cash4.52%
Equity95.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
9%₹125 Cr644,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹107 Cr737,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE
5%₹62 Cr434,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT
3%₹46 Cr126,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | AXISBANK
3%₹44 Cr366,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN
3%₹43 Cr532,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
3%₹43 Cr276,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | ITC
3%₹40 Cr951,000
Force Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 500033
2%₹30 Cr24,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 14 | ULTRACEMCO
2%₹30 Cr27,000

5. HDFC Long Term Advantage Fund

To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments

HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.4% since its launch.  Ranked 23 in ELSS category. .

Below is the key information for HDFC Long Term Advantage Fund

HDFC Long Term Advantage Fund
Growth
Launch Date 2 Jan 01
NAV (14 Jan 22) ₹595.168 ↑ 0.28   (0.05 %)
Net Assets (Cr) ₹1,318 on 30 Nov 21
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 2.27
Information Ratio -0.15
Alpha Ratio 1.75
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹16,322

HDFC Long Term Advantage Fund SIP Returns

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

Purchase not allowed

Returns for HDFC Long Term Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 25

DurationReturns
1 Month 4.4%
3 Month 1.2%
6 Month 15.4%
1 Year 35.5%
3 Year 20.6%
5 Year 17.4%
10 Year
15 Year
Since launch 21.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for HDFC Long Term Advantage Fund
NameSinceTenure

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

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

6. Invesco India Tax Plan

The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

Invesco India Tax Plan is a Equity - ELSS fund was launched on 29 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.8% since its launch.  Ranked 17 in ELSS category.  Return for 2024 was 25.2% , 2023 was 30.9% and 2022 was -7.7% .

Below is the key information for Invesco India Tax Plan

Invesco India Tax Plan
Growth
Launch Date 29 Dec 06
NAV (30 Jun 25) ₹127.93 ↓ -0.26   (-0.20 %)
Net Assets (Cr) ₹2,845 on 31 May 25
Category Equity - ELSS
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 0.32
Information Ratio 0.16
Alpha Ratio 2.99
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,557
30 Jun 22₹14,537
30 Jun 23₹17,950
30 Jun 24₹25,232

Invesco India Tax Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Invesco India Tax Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 25

DurationReturns
1 Month 2.7%
3 Month 11.7%
6 Month -0.1%
1 Year 5.8%
3 Year 22.4%
5 Year 21.7%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 25.2%
2023 30.9%
2022 -7.7%
2021 32.6%
2020 19.2%
2019 9.4%
2018 -1.3%
2017 35.7%
2016 3.4%
2015 5.8%
Fund Manager information for Invesco India Tax Plan
NameSinceTenure
Amit Nigam3 Sep 204.75 Yr.
Dhimant Kothari29 Mar 187.18 Yr.

Data below for Invesco India Tax Plan as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services23.96%
Consumer Cyclical18.94%
Industrials17.36%
Technology9.55%
Health Care9.08%
Basic Materials6.64%
Consumer Defensive5.15%
Energy2.89%
Communication Services2.4%
Utility1.89%
Real Estate1.29%
Asset Allocation
Asset ClassValue
Cash0.84%
Equity99.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK
7%₹197 Cr1,012,536
Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY
4%₹108 Cr688,686
↑ 159,134
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
4%₹100 Cr693,204
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | BAJFINANCE
3%₹85 Cr92,722
↑ 9,136
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | AXISBANK
3%₹79 Cr658,632
↓ -146,899
Metro Brands Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | 543426
3%₹78 Cr648,682
LTIMindtree Ltd (Technology)
Equity, Since 30 Sep 24 | LTIM
3%₹74 Cr145,427
↑ 3,179
Home First Finance Co India Ltd --- (Financial Services)
Equity, Since 31 Mar 23 | HOMEFIRST
3%₹72 Cr568,508
↓ -11,325
Clean Science and Technology Ltd (Basic Materials)
Equity, Since 31 May 23 | 543318
2%₹69 Cr447,400
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIHEXA
2%₹68 Cr372,499

ஈக்விட்டி இணைக்கப்பட்ட சேமிப்பு திட்டத்தில் வரி சேமிப்பு

ELSS உடன் மற்றும் இல்லாமல் வரி சேமிப்புகளை ஒப்பிட்டு வரி பலன்களை பார்க்கலாம்:

விவரங்கள் வரி திட்டமிடல் (ELSS) வரி திட்டமிடல் இல்லை
மொத்த மொத்தம்வருமானம் 8,00,000 8,00,000
வரி விதிப்பில் இருந்து விலக்கு 1,50,000 இல்லை
மொத்தம்வரி விதிக்கக்கூடிய வருமானம் 6,50,000 8,00,000
செலுத்த வேண்டிய வரி 32,500 62,500
சேமிக்கப்பட்ட தொகை 30,000 இல்லை

எனவே, ELSS இல் முதலீடு செய்வதன் மூலம் சேமிக்கப்படும் மொத்தத் தொகை INR 30,000 ஆகும்.

வரி சேமிப்பு மியூச்சுவல் ஃபண்டுகளில் முதலீடு செய்வதன் நன்மைகள்

வரிச் சலுகைகளுடன், ELSS உங்களுக்கு பின்வரும் நன்மைகளையும் வழங்குகிறது:

ஈக்விட்டி ரிட்டர்ன்ஸ்

ELSS என்பது ஈக்விட்டி மற்றும் வரிச் சேமிப்பு ஆகியவற்றின் கலவையாக இருப்பதால், பங்குச் சந்தை வளரும்போது நீங்கள் முதலீடு செய்யும் பணமும் வளரும். எனவே, முதலீட்டாளர்கள் ஈக்விட்டி சந்தையிலிருந்தும் வருமானம் ஈட்டலாம். எனவே, ELSS என்பது நீண்ட கால செல்வத்தை உருவாக்குவதற்கான ஒரு வழியாகும்.

SIP நன்மைகள்

மொத்தத் தொகையை முதலீடு செய்வதற்குப் பதிலாக, முதலீட்டாளர்கள் மாதந்தோறும் முதலீடு செய்வதன் மூலம் எளிதான வழியைத் தேர்வு செய்யலாம்எஸ்ஐபி. ஒரு SIP மூலம், ஒருவர் 500 ரூபாய் வரை குறைவாக முதலீடு செய்யலாம், இது முதலீட்டாளர்களுக்கு மிகவும் மலிவு வரி திட்டமிடல் மற்றும் முதலீட்டு வழி.

குறுகிய லாக்-இன் காலம்

ELSS இல் 3 ஆண்டுகள் லாக்-இன் காலம் உள்ளது, இது மற்ற அனைத்து வரி-சேமிப்புக் கருவிகளிலும் மிகக் குறுகிய லாக்-இன் காலம் ஆகும்.

ஆன்லைனில் ELSS நிதிகளில் முதலீடு செய்வது எப்படி?

  1. Fincash.com இல் வாழ்நாள் முழுவதும் இலவச முதலீட்டுக் கணக்கைத் திறக்கவும்.

  2. உங்கள் பதிவு மற்றும் KYC செயல்முறையை முடிக்கவும்

  3. ஆவணங்களைப் பதிவேற்றவும் (PAN, ஆதார் போன்றவை).மேலும், நீங்கள் முதலீடு செய்ய தயாராக உள்ளீர்கள்!

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Disclaimer:
இங்கு வழங்கப்பட்ட தகவல்கள் துல்லியமானவை என்பதை உறுதிப்படுத்த அனைத்து முயற்சிகளும் மேற்கொள்ளப்பட்டுள்ளன. இருப்பினும், தரவின் சரியான தன்மை குறித்து எந்த உத்தரவாதமும் அளிக்கப்படவில்லை. முதலீடு செய்வதற்கு முன் திட்டத் தகவல் ஆவணத்துடன் சரிபார்க்கவும்.
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