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ఫిన్‌క్యాష్ »మ్యూచువల్ ఫండ్స్ »ఉత్తమ పన్ను ఆదా

4 ఉత్తమ పన్ను ఆదా ELSS మ్యూచువల్ ఫండ్‌లు FY 22 - 23

Updated on February 16, 2026 , 11121 views

ELSS (ఈక్విటీ లింక్డ్ సేవింగ్ స్కీమ్) మీరు చాలా డబ్బు ఆదా చేయడంలో సహాయపడే ఉత్తమ పన్ను ఆదా ఎంపికలలో ఒకటిఆదాయ పన్ను సంపాదనతో పాటురాజధాని పెట్టుబడులపై ప్రశంసలు.

పన్ను ఆదా చేసే ELSS ఫండ్‌లు INR 1,50 వరకు పన్ను మినహాయింపులను అనుమతిస్తాయి,000 కిందసెక్షన్ 80C యొక్కఆదాయం పన్ను చట్టం. అందువలన, ద్వారాపెట్టుబడి పెడుతున్నారు ఈ పన్ను ఆదాలోమ్యూచువల్ ఫండ్స్, 30% అత్యధిక పన్ను శ్లాబులో ఉన్న పెట్టుబడిదారులు కూడా మంచి రాబడిని పొందడంతో పాటు నిర్దిష్ట ఆర్థిక సంవత్సరానికి దాదాపు INR 46,000 పన్ను మినహాయింపులను పొందవచ్చు.

Tax-Savings

ELSS ఉన్నాయిసంత-లింక్డ్ ఇన్వెస్ట్‌మెంట్‌లు, దీర్ఘకాలిక నష్టాలు మరియు నష్టాలను నివారించడానికి మీరు ఈ ఫండ్‌లలో తెలివిగా పెట్టుబడులు పెట్టాలని సూచించారు.

ELSS ఫండ్స్ FY 22 - 23లో పెట్టుబడి పెట్టడం వల్ల కలిగే ప్రయోజనాలు

  • ELSS మ్యూచువల్ ఫండ్‌లు INR 1,50,000 వరకు పన్ను మినహాయింపులను అందిస్తాయి.
  • ఇతర సంస్థలు అందించే రాబడుల కంటే రాబడులు చాలా ఎక్కువపన్ను ఆదా పెట్టుబడి ఎంపికలు.
  • ELSS 3 సంవత్సరాల అతి తక్కువ లాక్-ఇన్ వ్యవధిని కలిగి ఉంది, ఇది ఇతర పన్ను ఆదా పెట్టుబడుల కంటే చాలా తక్కువ.
  • ELSS ఫండ్‌లు పెట్టుబడి పెట్టడానికి ఒక ఎంపికను అందిస్తాయిSIP, కాబట్టి పెట్టుబడిదారులు నెలవారీ చిన్న మొత్తాలను పెట్టుబడి పెట్టడం ద్వారా వారి ELSS పెట్టుబడిని సులభంగా నిర్వహించవచ్చు.

పైన పేర్కొన్న అన్ని కారకాలు ELSSని ఉత్తమ పన్ను ఆదా ఎంపికలలో ఒకటిగా చేస్తాయి.

మీరు పెట్టుబడి పెట్టాలని ప్లాన్ చేస్తుంటే, SIP (సిస్టమాటిక్పెట్టుబడి ప్రణాళిక) ఒకటిడబ్బు పెట్టుబడి పెట్టడానికి ఉత్తమ మార్గాలు ELSS లో. సాధారణ పెట్టుబడి అలవాటు మీ పోర్ట్‌ఫోలియోను క్రమశిక్షణతో మరియు సమతుల్యంగా ఉంచుతుంది. అలాగే, పన్ను క్యాలెండర్ చివరి క్షణంలో ఏకమొత్తానికి డబ్బును ఏర్పాటు చేయడంలో ఇబ్బంది తొలగిపోతుంది. SIPలో, మీరు పెట్టుబడి మొత్తాన్ని ఫిక్స్ చేయవచ్చు, ఇది రూ. 500, మరియు మీ డబ్బు మీ నుండి ఆటోమేటిక్‌గా తీసివేయబడే తేదీబ్యాంక్ ELSS నిధులకు ఖాతా.

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ఆన్‌లైన్‌లో ELSS ఫండ్స్‌లో ఎలా పెట్టుబడి పెట్టాలి?

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టాప్ 4 అత్యుత్తమ పనితీరు కనబరుస్తున్న పన్ను ఆదా ELSS మ్యూచువల్ ఫండ్‌లు

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Since launch (%)
ICICI Prudential Long Term Equity Fund (Tax Saving) Growth ₹954.48
↑ 2.32 		₹14,769-1.22.1141714.19.918.8
Canara Robeco Equity Tax Saver Growth ₹180.44
↑ 0.76 		₹9,0220.13.115.415.9135.318.5
BOI AXA Tax Advantage Fund Growth ₹162.61
↑ 0.61 		₹1,4020.13.815.617.915.5-3.517.8
Bandhan Tax Advantage (ELSS) Fund Growth ₹157.482
↑ 0.52 		₹7,3330.24.314.21615.8817.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26

Research Highlights & Commentary of 4 Funds showcased

CommentaryICICI Prudential Long Term Equity Fund (Tax Saving)Canara Robeco Equity Tax SaverBOI AXA Tax Advantage FundBandhan Tax Advantage (ELSS) Fund
Point 1Highest AUM (₹14,769 Cr).Upper mid AUM (₹9,022 Cr).Bottom quartile AUM (₹1,402 Cr).Lower mid AUM (₹7,333 Cr).
Point 2Oldest track record among peers (26 yrs).Established history (17+ yrs).Established history (16+ yrs).Established history (17+ yrs).
Point 3Rating: 2★ (lower mid).Rating: 1★ (bottom quartile).Rating: 3★ (upper mid).Top rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 14.08% (lower mid).5Y return: 13.02% (bottom quartile).5Y return: 15.49% (upper mid).5Y return: 15.84% (top quartile).
Point 63Y return: 17.00% (upper mid).3Y return: 15.88% (bottom quartile).3Y return: 17.88% (top quartile).3Y return: 16.03% (lower mid).
Point 71Y return: 14.00% (bottom quartile).1Y return: 15.42% (upper mid).1Y return: 15.64% (top quartile).1Y return: 14.19% (lower mid).
Point 8Alpha: 2.20 (top quartile).Alpha: -2.22 (lower mid).Alpha: -10.85 (bottom quartile).Alpha: 0.45 (upper mid).
Point 9Sharpe: 0.36 (top quartile).Sharpe: 0.01 (lower mid).Sharpe: -0.36 (bottom quartile).Sharpe: 0.21 (upper mid).
Point 10Information ratio: -0.08 (upper mid).Information ratio: -0.47 (bottom quartile).Information ratio: 0.01 (top quartile).Information ratio: -0.08 (lower mid).

ICICI Prudential Long Term Equity Fund (Tax Saving)

  • Highest AUM (₹14,769 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.08% (lower mid).
  • 3Y return: 17.00% (upper mid).
  • 1Y return: 14.00% (bottom quartile).
  • Alpha: 2.20 (top quartile).
  • Sharpe: 0.36 (top quartile).
  • Information ratio: -0.08 (upper mid).

Canara Robeco Equity Tax Saver

  • Upper mid AUM (₹9,022 Cr).
  • Established history (17+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.02% (bottom quartile).
  • 3Y return: 15.88% (bottom quartile).
  • 1Y return: 15.42% (upper mid).
  • Alpha: -2.22 (lower mid).
  • Sharpe: 0.01 (lower mid).
  • Information ratio: -0.47 (bottom quartile).

BOI AXA Tax Advantage Fund

  • Bottom quartile AUM (₹1,402 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.49% (upper mid).
  • 3Y return: 17.88% (top quartile).
  • 1Y return: 15.64% (top quartile).
  • Alpha: -10.85 (bottom quartile).
  • Sharpe: -0.36 (bottom quartile).
  • Information ratio: 0.01 (top quartile).

Bandhan Tax Advantage (ELSS) Fund

  • Lower mid AUM (₹7,333 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.84% (top quartile).
  • 3Y return: 16.03% (lower mid).
  • 1Y return: 14.19% (lower mid).
  • Alpha: 0.45 (upper mid).
  • Sharpe: 0.21 (upper mid).
  • Information ratio: -0.08 (lower mid).
 * పైన జాబితా ఉందిఅత్యుత్తమ మ్యూచువల్ ఫండ్స్ పైన నికర ఆస్తులు ఉన్నాయి100 కోట్లు ప్రారంభం / ప్రారంభం నుండి వార్షిక రాబడిపై క్రమబద్ధీకరించబడింది.

1. ICICI Prudential Long Term Equity Fund (Tax Saving)

To generate long-term capital appreciation through investments made primarily in equity and equity related securities of companies.

Research Highlights for ICICI Prudential Long Term Equity Fund (Tax Saving)

  • Highest AUM (₹14,769 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.08% (lower mid).
  • 3Y return: 17.00% (upper mid).
  • 1Y return: 14.00% (bottom quartile).
  • Alpha: 2.20 (top quartile).
  • Sharpe: 0.36 (top quartile).
  • Information ratio: -0.08 (upper mid).

Below is the key information for ICICI Prudential Long Term Equity Fund (Tax Saving)

ICICI Prudential Long Term Equity Fund (Tax Saving)
Growth
Launch Date 19 Aug 99
NAV (18 Feb 26) ₹954.48 ↑ 2.32   (0.24 %)
Net Assets (Cr) ₹14,769 on 31 Dec 25
Category Equity - ELSS
AMC ICICI Prudential Asset Management Company Limited
Rating ☆☆
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 0.36
Information Ratio -0.08
Alpha Ratio 2.2
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jan 21₹10,000
31 Jan 22₹13,533
31 Jan 23₹13,498
31 Jan 24₹17,398
31 Jan 25₹19,494
31 Jan 26₹21,154

ICICI Prudential Long Term Equity Fund (Tax Saving) SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for ICICI Prudential Long Term Equity Fund (Tax Saving)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26

DurationReturns
1 Month 0.6%
3 Month -1.2%
6 Month 2.1%
1 Year 14%
3 Year 17%
5 Year 14.1%
Since launch 18.8%
10 Year
15 Year
Historical performance (Yearly) on absolute basis
YearReturns
2024 9.9%
2023 16.4%
2022 23.2%
2021 2.3%
2020 33.7%
2019 13.6%
2018 8.8%
2017 0.5%
2016 26%
2015 3.9%
Fund Manager information for ICICI Prudential Long Term Equity Fund (Tax Saving)
NameSinceTenure
Mittul Kalawadia18 Sep 232.38 Yr.
Sharmila D’mello31 Jul 223.51 Yr.

Data below for ICICI Prudential Long Term Equity Fund (Tax Saving) as on 31 Dec 25

Equity Sector Allocation
SectorValue
Financial Services28.91%
Consumer Cyclical17.16%
Health Care11.31%
Industrials8.33%
Energy7.26%
Consumer Defensive5.73%
Basic Materials5.03%
Utility4.53%
Technology4.08%
Communication Services3.92%
Real Estate1.4%
Asset Allocation
Asset ClassValue
Cash2.2%
Equity97.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK		8%₹1,134 Cr8,371,978
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK		7%₹962 Cr10,347,868
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | AXISBANK		6%₹875 Cr6,388,192
↓ -134,286
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 17 | SUNPHARMA		6%₹844 Cr5,292,223
↑ 186,254
Reliance Industries Ltd (Energy)
Equity, Since 31 May 20 | RELIANCE		5%₹769 Cr5,513,578
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 18 | LT		5%₹644 Cr1,638,689
NTPC Ltd (Utilities)
Equity, Since 31 Oct 23 | NTPC		4%₹626 Cr17,588,290
↓ -500,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 29 Feb 20 | DMART		4%₹621 Cr1,683,535
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | TVSMOTOR		4%₹576 Cr1,567,366
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | MARUTI		4%₹543 Cr371,642

2. Canara Robeco Equity Tax Saver

(ELSS Scheme) Seeking to provide long term capital appreciation by predominantly investing in equities and to facilitate the subscribers to seek tax benefits as provided under Section 80 C of the Income Tax Act, 1961. However, there can be no assurance that the investment objective of the scheme will be realized.

Research Highlights for Canara Robeco Equity Tax Saver

  • Upper mid AUM (₹9,022 Cr).
  • Established history (17+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.02% (bottom quartile).
  • 3Y return: 15.88% (bottom quartile).
  • 1Y return: 15.42% (upper mid).
  • Alpha: -2.22 (lower mid).
  • Sharpe: 0.01 (lower mid).
  • Information ratio: -0.47 (bottom quartile).

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver
Growth
Launch Date 2 Feb 09
NAV (18 Feb 26) ₹180.44 ↑ 0.76   (0.42 %)
Net Assets (Cr) ₹9,022 on 31 Dec 25
Category Equity - ELSS
AMC Canara Robeco Asset Management Co. Ltd.
Rating ☆
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 0.01
Information Ratio -0.47
Alpha Ratio -2.22
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jan 21₹10,000
31 Jan 22₹13,406
31 Jan 23₹13,103
31 Jan 24₹16,870
31 Jan 25₹18,896
31 Jan 26₹20,132

Canara Robeco Equity Tax Saver SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Canara Robeco Equity Tax Saver

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26

DurationReturns
1 Month 1.9%
3 Month 0.1%
6 Month 3.1%
1 Year 15.4%
3 Year 15.9%
5 Year 13%
Since launch 18.5%
10 Year
15 Year
Historical performance (Yearly) on absolute basis
YearReturns
2024 5.3%
2023 17.5%
2022 23.7%
2021 -0.2%
2020 35.1%
2019 27.4%
2018 10.7%
2017 2.7%
2016 32%
2015 0%
Fund Manager information for Canara Robeco Equity Tax Saver
NameSinceTenure
Vishal Mishra26 Jun 214.61 Yr.
Shridatta Bhandwaldar1 Oct 196.34 Yr.

Data below for Canara Robeco Equity Tax Saver as on 31 Dec 25

Equity Sector Allocation
SectorValue
Financial Services30.45%
Consumer Cyclical14.54%
Industrials12.72%
Technology7.07%
Consumer Defensive6.06%
Health Care6.02%
Basic Materials5.77%
Energy5.32%
Communication Services4.13%
Utility2.81%
Real Estate2.32%
Asset Allocation
Asset ClassValue
Cash2.78%
Equity97.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK		8%₹662 Cr7,125,168
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK		7%₹584 Cr4,311,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY		4%₹358 Cr2,181,159
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE		4%₹351 Cr2,512,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN		4%₹323 Cr3,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL		3%₹287 Cr1,460,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT		3%₹277 Cr704,369
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | AXISBANK		3%₹240 Cr1,753,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | BAJFINANCE		2%₹217 Cr2,329,500
GE Vernova T&D India Ltd (Industrials)
Equity, Since 29 Feb 24 | GVT&D		2%₹181 Cr559,923
↓ -35,000

3. 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 (₹1,402 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.49% (upper mid).
  • 3Y return: 17.88% (top quartile).
  • 1Y return: 15.64% (top quartile).
  • Alpha: -10.85 (bottom quartile).
  • Sharpe: -0.36 (bottom quartile).
  • Information ratio: 0.01 (top quartile).

Below is the key information for BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund
Growth
Launch Date 25 Feb 09
NAV (18 Feb 26) ₹162.61 ↑ 0.61   (0.38 %)
Net Assets (Cr) ₹1,402 on 31 Dec 25
Category Equity - ELSS
AMC BOI AXA Investment Mngrs Private Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio -0.36
Information Ratio 0.01
Alpha Ratio -10.85
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jan 21₹10,000
31 Jan 22₹13,895
31 Jan 23₹13,855
31 Jan 24₹20,018
31 Jan 25₹21,539
31 Jan 26₹22,366

BOI AXA 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 ₹447,579.
Net Profit of ₹147,579 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 18 Feb 26

DurationReturns
1 Month 2.7%
3 Month 0.1%
6 Month 3.8%
1 Year 15.6%
3 Year 17.9%
5 Year 15.5%
Since launch 17.8%
10 Year
15 Year
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Alok Singh27 Apr 223.77 Yr.

Data below for BOI AXA Tax Advantage Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Financial Services23.83%
Industrials16.76%
Basic Materials14.44%
Consumer Cyclical7.15%
Technology5.52%
Consumer Defensive5.37%
Utility5.15%
Communication Services3.37%
Energy2.29%
Health Care1.77%
Real Estate0.12%
Asset Allocation
Asset ClassValue
Cash14.11%
Equity85.77%
Debt0.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN		5%₹72 Cr664,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL		4%₹49 Cr105,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK		4%₹48 Cr355,000
↓ -50,000
Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | VEDL		3%₹48 Cr700,000
↓ -712,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL		3%₹46 Cr235,000
Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 May 24 | 543349		3%₹42 Cr221,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK		3%₹41 Cr437,532
Indian Bank (Financial Services)
Equity, Since 31 Aug 23 | INDIANB		3%₹38 Cr415,000
↑ 15,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | ITC		3%₹36 Cr1,120,000
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 23 | COROMANDEL		3%₹36 Cr157,000

4. Bandhan 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.

Research Highlights for Bandhan Tax Advantage (ELSS) Fund

  • Lower mid AUM (₹7,333 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.84% (top quartile).
  • 3Y return: 16.03% (lower mid).
  • 1Y return: 14.19% (lower mid).
  • Alpha: 0.45 (upper mid).
  • Sharpe: 0.21 (upper mid).
  • Information ratio: -0.08 (lower mid).

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

Bandhan Tax Advantage (ELSS) Fund
Growth
Launch Date 26 Dec 08
NAV (18 Feb 26) ₹157.482 ↑ 0.52   (0.33 %)
Net Assets (Cr) ₹7,333 on 31 Dec 25
Category Equity - ELSS
AMC IDFC Asset Management Company Limited
Rating ☆☆☆☆☆
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 0.21
Information Ratio -0.08
Alpha Ratio 0.45
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jan 21₹10,000
31 Jan 22₹14,912
31 Jan 23₹15,110
31 Jan 24₹20,293
31 Jan 25₹21,565
31 Jan 26₹23,272

Bandhan 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 ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for Bandhan 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 18 Feb 26

DurationReturns
1 Month 1.4%
3 Month 0.2%
6 Month 4.3%
1 Year 14.2%
3 Year 16%
5 Year 15.8%
Since launch 17.4%
10 Year
15 Year
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Daylynn Pinto20 Oct 169.29 Yr.
Ritika Behera7 Oct 232.32 Yr.
Gaurav Satra10 Jun 241.65 Yr.

Data below for Bandhan Tax Advantage (ELSS) Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Financial Services33.66%
Technology11.58%
Consumer Cyclical10.12%
Consumer Defensive8.24%
Basic Materials8.23%
Energy7.28%
Health Care5.76%
Industrials4.09%
Communication Services3.12%
Utility2.33%
Real Estate2.01%
Asset Allocation
Asset ClassValue
Cash3.58%
Equity96.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK		8%₹558 Cr6,000,000
↑ 100,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE		7%₹460 Cr3,300,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK		5%₹366 Cr2,700,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS		5%₹344 Cr1,100,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK		4%₹306 Cr7,500,000
↑ 500,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY		3%₹209 Cr1,275,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | AXISBANK		3%₹206 Cr1,500,000
↓ -400,000
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN		3%₹183 Cr1,700,000
↓ -600,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL		2%₹158 Cr801,000
Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JINDALSTEL		2%₹153 Cr1,350,000

Disclaimer:
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.

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