+91-22-489139096 சிறப்பாகச் செயல்படும் வரிச் சேமிப்பு மியூச்சுவல் ஃபண்டுகள் 2022
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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சிறப்பாக செயல்படும் வரி சேமிப்பு மியூச்சுவல் ஃபண்டுகள்
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.. Below is the key information for Tata India Tax Savings Fund Returns up to 1 year are on 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. Research Highlights for Bandhan Tax Advantage (ELSS) Fund Below is the key information for Bandhan Tax Advantage (ELSS) Fund Returns up to 1 year are on 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 Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on The Scheme seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns.(There can be no assurance that the investment objectives of the Scheme will be realized.) Research Highlights for BOI AXA Tax Advantage Fund Below is the key information for BOI AXA Tax Advantage Fund Returns up to 1 year are on The investment objective of the scheme is to generate 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 Below is the key information for Kotak Tax Saver Fund Returns up to 1 year are on The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities. Research Highlights for Invesco India Tax Plan Below is the key information for Invesco India Tax Plan Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Tata India Tax Savings Fund Growth ₹47.3132
↓ -0.10 ₹4,664 6.3 7 8.9 11.9 11.6 4.9 Bandhan Tax Advantage (ELSS) Fund Growth ₹153.956
↓ -0.82 ₹6,911 3.2 2.3 2.5 8.5 10.9 8 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 BOI AXA Tax Advantage Fund Growth ₹165.32
↓ -0.04 ₹1,395 4 5.5 5.6 11.8 10.4 -3.5 Kotak Tax Saver Fund Growth ₹117.456
↓ -0.10 ₹6,342 6.4 4.5 2.8 10.3 10.8 1.8 Invesco India Tax Plan Growth ₹128
↑ 0.05 ₹2,699 10.2 12 1.7 11.9 9.5 -2.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Sep 26 Research Highlights & Commentary of 6 Funds showcased
Commentary Tata India Tax Savings Fund Bandhan Tax Advantage (ELSS) Fund HDFC Long Term Advantage Fund BOI AXA Tax Advantage Fund Kotak Tax Saver Fund Invesco India Tax Plan Point 1 Upper mid AUM (₹4,664 Cr). Highest AUM (₹6,911 Cr). Bottom quartile AUM (₹1,318 Cr). Bottom quartile AUM (₹1,395 Cr). Upper mid AUM (₹6,342 Cr). Lower mid AUM (₹2,699 Cr). Point 2 Established history (11+ yrs). Established history (17+ yrs). Oldest track record among peers (25 yrs). Established history (17+ yrs). Established history (20+ yrs). Established history (19+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 11.58% (upper mid). 5Y return: 10.94% (upper mid). 5Y return: 17.39% (top quartile). 5Y return: 10.39% (bottom quartile). 5Y return: 10.78% (lower mid). 5Y return: 9.49% (bottom quartile). Point 6 3Y return: 11.93% (upper mid). 3Y return: 8.53% (bottom quartile). 3Y return: 20.64% (top quartile). 3Y return: 11.79% (lower mid). 3Y return: 10.30% (bottom quartile). 3Y return: 11.93% (upper mid). Point 7 1Y return: 8.92% (upper mid). 1Y return: 2.48% (bottom quartile). 1Y return: 35.51% (top quartile). 1Y return: 5.56% (upper mid). 1Y return: 2.79% (lower mid). 1Y return: 1.65% (bottom quartile). Point 8 Alpha: 3.16 (top quartile). Alpha: 0.89 (upper mid). Alpha: 1.75 (upper mid). Alpha: -0.56 (lower mid). Alpha: -1.58 (bottom quartile). Alpha: -2.23 (bottom quartile). Point 9 Sharpe: 0.13 (upper mid). Sharpe: -0.29 (bottom quartile). Sharpe: 2.27 (top quartile). Sharpe: -0.10 (upper mid). Sharpe: -0.13 (lower mid). Sharpe: -0.18 (bottom quartile). Point 10 Information ratio: 0.02 (upper mid). Information ratio: -0.51 (bottom quartile). Information ratio: -0.15 (lower mid). Information ratio: 0.08 (top quartile). Information ratio: -0.30 (bottom quartile). Information ratio: 0.06 (upper mid). Tata India Tax Savings Fund
Bandhan Tax Advantage (ELSS) Fund
HDFC Long Term Advantage Fund
BOI AXA Tax Advantage Fund
Kotak Tax Saver Fund
Invesco India Tax Plan
1. Tata India Tax Savings Fund
Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (07 Sep 26) ₹47.3132 ↓ -0.10 (-0.21 %) Net Assets (Cr) ₹4,664 on 31 Jul 26 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.13 Information Ratio 0.02 Alpha Ratio 3.16 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,797 31 Aug 23 ₹12,310 31 Aug 24 ₹16,917 31 Aug 25 ₹15,967 31 Aug 26 ₹17,843 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Sep 26 Duration Returns 1 Month -0.9% 3 Month 6.3% 6 Month 7% 1 Year 8.9% 3 Year 11.9% 5 Year 11.6% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.9% 2023 19.5% 2022 24% 2021 5.9% 2020 30.4% 2019 11.9% 2018 13.6% 2017 -8.4% 2016 46% 2015 2.1% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Sailesh Jain 16 Dec 21 4.63 Yr. Data below for Tata India Tax Savings Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 33.96% Industrials 17.2% Consumer Cyclical 12.28% Health Care 6.93% Communication Services 6.03% Basic Materials 5.05% Energy 4.86% Technology 4.36% Utility 2.57% Real Estate 2.23% Consumer Defensive 1.54% Asset Allocation
Asset Class Value Cash 2.98% Equity 97.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL6% ₹281 Cr 1,426,428 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK5% ₹240 Cr 3,210,000
↓ -140,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK5% ₹235 Cr 1,639,000
↓ -142,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN4% ₹210 Cr 2,040,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹177 Cr 1,350,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON3% ₹148 Cr 9,850,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹139 Cr 352,147 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 26 | POLICYBZR3% ₹130 Cr 814,850 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 5004803% ₹127 Cr 230,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 5325553% ₹120 Cr 3,451,000 2. Bandhan Tax Advantage (ELSS) Fund
Bandhan Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (07 Sep 26) ₹153.956 ↓ -0.82 (-0.53 %) Net Assets (Cr) ₹6,911 on 30 Jun 26 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio -0.29 Information Ratio -0.51 Alpha Ratio 0.89 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,986 31 Aug 23 ₹13,094 31 Aug 24 ₹17,496 31 Aug 25 ₹16,479 31 Aug 26 ₹17,277 Returns for Bandhan Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Sep 26 Duration Returns 1 Month -2.2% 3 Month 3.2% 6 Month 2.3% 1 Year 2.5% 3 Year 8.5% 5 Year 10.9% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 13.1% 2022 28.3% 2021 4.2% 2020 49.2% 2019 18.7% 2018 1.9% 2017 -9.4% 2016 53.4% 2015 0.4% Fund Manager information for Bandhan Tax Advantage (ELSS) Fund
Name Since Tenure Daylynn Pinto 20 Oct 16 9.87 Yr. Ritika Behera 7 Oct 23 2.9 Yr. Gaurav Satra 10 Jun 24 2.22 Yr. Data below for Bandhan Tax Advantage (ELSS) Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 34.6% Consumer Defensive 10.07% Consumer Cyclical 9.15% Technology 8.96% Energy 8.08% Health Care 6.76% Basic Materials 6.37% Industrials 3.82% Communication Services 2.76% Real Estate 2.5% Utility 1.88% Asset Allocation
Asset Class Value Cash 5.06% Equity 94.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK8% ₹554 Cr 7,400,000
↑ 400,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE6% ₹445 Cr 3,400,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK6% ₹410 Cr 10,500,000
↑ 1,500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK6% ₹388 Cr 2,700,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS4% ₹296 Cr 1,250,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY3% ₹215 Cr 1,900,000
↑ 50,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 5322153% ₹197 Cr 1,600,000
↓ -225,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | MARUTI3% ₹192 Cr 135,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL3% ₹187 Cr 950,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | M&MFIN2% ₹162 Cr 4,200,000
↓ -100,000 3. HDFC Long Term Advantage Fund
HDFC Long Term Advantage Fund
Growth Launch Date 2 Jan 01 NAV (14 Jan 22) ₹595.168 ↑ 0.28 (0.05 %) Net Assets (Cr) ₹1,318 on 30 Nov 21 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.25 Sharpe Ratio 2.27 Information Ratio -0.15 Alpha Ratio 1.75 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Sep 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 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Data below for HDFC Long Term Advantage Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (08 Sep 26) ₹165.32 ↓ -0.04 (-0.02 %) Net Assets (Cr) ₹1,395 on 31 Jul 26 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.1 Information Ratio 0.08 Alpha Ratio -0.56 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹9,937 31 Aug 23 ₹11,529 31 Aug 24 ₹17,736 31 Aug 25 ₹15,538 31 Aug 26 ₹16,719 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Sep 26 Duration Returns 1 Month -1.1% 3 Month 4% 6 Month 5.5% 1 Year 5.6% 3 Year 11.8% 5 Year 10.4% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.5% 2023 21.6% 2022 34.8% 2021 -1.3% 2020 41.5% 2019 31.2% 2018 14.6% 2017 -16.3% 2016 57.7% 2015 -1.2% Fund Manager information for BOI AXA Tax Advantage Fund
Name Since Tenure Alok Singh 27 Apr 22 4.35 Yr. Data below for BOI AXA Tax Advantage Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 25.7% Industrials 19.16% Consumer Cyclical 10.67% Basic Materials 7.92% Consumer Defensive 5.49% Utility 4.68% Communication Services 3.32% Health Care 3.2% Technology 3.14% Energy 2.11% Real Estate 0.12% Asset Allocation
Asset Class Value Cash 13.77% Equity 86.11% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN5% ₹73 Cr 715,000
↑ 76,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹63 Cr 440,000
↑ 50,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL4% ₹51 Cr 110,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL3% ₹46 Cr 235,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | UNOMINDA3% ₹39 Cr 330,439 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Apr 25 | ADANIPORTS3% ₹38 Cr 224,000 Power Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 26 | 5328103% ₹38 Cr 885,000 Quality Power Electrical Equipments Ltd (Industrials)
Equity, Since 31 Jul 25 | QPOWER3% ₹37 Cr 324,293 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹36 Cr 1,041,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Oct 24 | DRREDDY3% ₹36 Cr 311,000
↑ 51,000 5. Kotak Tax Saver Fund
Kotak Tax Saver Fund
Growth Launch Date 23 Nov 05 NAV (07 Sep 26) ₹117.456 ↓ -0.10 (-0.08 %) Net Assets (Cr) ₹6,342 on 31 Jul 26 Category Equity - ELSS AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.76 Sharpe Ratio -0.13 Information Ratio -0.3 Alpha Ratio -1.58 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,707 31 Aug 23 ₹12,369 31 Aug 24 ₹17,165 31 Aug 25 ₹16,222 31 Aug 26 ₹17,127 Returns for Kotak Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Sep 26 Duration Returns 1 Month -1.1% 3 Month 6.4% 6 Month 4.5% 1 Year 2.8% 3 Year 10.3% 5 Year 10.8% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 1.8% 2023 21.8% 2022 23.6% 2021 6.9% 2020 33.2% 2019 14.9% 2018 12.7% 2017 -3.8% 2016 33.8% 2015 7.5% Fund Manager information for Kotak Tax Saver Fund
Name Since Tenure Harsha Upadhyaya 25 Aug 15 10.94 Yr. Data below for Kotak Tax Saver Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 31.83% Consumer Cyclical 14.18% Industrials 12.53% Basic Materials 8.1% Health Care 7.84% Technology 6.6% Energy 6.01% Communication Services 4.64% Utility 4.24% Consumer Defensive 3.51% Asset Allocation
Asset Class Value Cash 0.52% Equity 99.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK7% ₹449 Cr 6,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK5% ₹330 Cr 2,300,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN5% ₹324 Cr 3,150,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 21 | BHARTIARTL4% ₹240 Cr 1,215,714 Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 23 | 5327553% ₹198 Cr 1,200,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | ETERNAL3% ₹181 Cr 6,000,000 NTPC Ltd (Utilities)
Equity, Since 30 Sep 22 | 5325553% ₹181 Cr 5,200,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000343% ₹180 Cr 1,575,000 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | HEROMOTOCO3% ₹162 Cr 300,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Sep 21 | SUNPHARMA3% ₹159 Cr 800,000 6. Invesco India Tax Plan
Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (07 Sep 26) ₹128 ↑ 0.05 (0.04 %) Net Assets (Cr) ₹2,699 on 31 Jul 26 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio -0.18 Information Ratio 0.06 Alpha Ratio -2.23 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹9,900 31 Aug 23 ₹11,171 31 Aug 24 ₹16,088 31 Aug 25 ₹15,450 31 Aug 26 ₹16,161 Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Sep 26 Duration Returns 1 Month 1% 3 Month 10.2% 6 Month 12% 1 Year 1.7% 3 Year 11.9% 5 Year 9.5% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -2.8% 2023 25.2% 2022 30.9% 2021 -7.7% 2020 32.6% 2019 19.2% 2018 9.4% 2017 -1.3% 2016 35.7% 2015 3.4% Fund Manager information for Invesco India Tax Plan
Name Since Tenure Deepesh Kashyap 1 Jul 25 1.08 Yr. Data below for Invesco India Tax Plan as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 29.21% Consumer Cyclical 20.33% Industrials 16.04% Health Care 10.56% Basic Materials 6.42% Technology 5.76% Real Estate 4.77% Consumer Defensive 2.95% Communication Services 2.33% Energy 0.67% Asset Allocation
Asset Class Value Cash 0.96% Equity 99.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK5% ₹126 Cr 1,680,697
↑ 327,773 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK4% ₹105 Cr 734,568 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000342% ₹65 Cr 568,914 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 26 | BHARTIARTL2% ₹63 Cr 318,943
↑ 41,171 Jyoti CNC Automation Ltd (Industrials)
Equity, Since 30 Jun 24 | JYOTICNC2% ₹61 Cr 759,061
↑ 67,098 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5322152% ₹60 Cr 490,437 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL2% ₹56 Cr 1,846,113 Coforge Ltd (Technology)
Equity, Since 31 May 24 | COFORGE2% ₹55 Cr 320,145 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 25 | INDIGO2% ₹55 Cr 105,638 Metro Brands Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | METROBRAND2% ₹53 Cr 507,885
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?
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உங்கள் பதிவு மற்றும் KYC செயல்முறையை முடிக்கவும்
ஆவணங்களைப் பதிவேற்றவும் (PAN, ஆதார் போன்றவை).மேலும், நீங்கள் முதலீடு செய்ய தயாராக உள்ளீர்கள்!
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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