+91-22-489139092022లో పెట్టుబడి పెట్టడానికి 6 ఉత్తమ పన్ను ఆదా SIP ప్లాన్‌లు
ఈక్విటీ లింక్డ్ సేవింగ్ స్కీములు లేదాELSS భారతీయ పెట్టుబడిదారులలో ఉత్తమ పన్ను ఆదా ఎంపికగా భారీ ప్రజాదరణ పొందింది. ఇది మంచి రాబడిని అందించే సామర్థ్యాన్ని కలిగి ఉంది మరియు ఇది అతి తక్కువ లాక్-ఇన్ వ్యవధిని కూడా కలిగి ఉంది. ELSS అనేది ఈక్విటీ డైవర్సిఫైడ్ ఫండ్, ఇందులో ఎక్కువ భాగం ఫండ్ కార్పస్ పెట్టుబడి పెట్టబడుతుందిఈక్విటీ ఫండ్ లేదా ఈక్విటీ సంబంధిత ఉత్పత్తులు. పెట్టుబడిదారులు INR 1,50 వరకు పన్ను మినహాయింపులను పొందవచ్చు,000 కిందసెక్షన్ 80C యొక్కఆదాయ పన్ను వారి పన్ను పరిధిలోకి వచ్చే చట్టంఆదాయం. ఈ ఫండ్‌లు పన్ను ఆదా మరియు సంపద సృష్టి యొక్క ద్వంద్వ ప్రయోజనాలను అందిస్తున్నందున, పెట్టుబడిదారులు ELSSలో పెట్టుబడి పెట్టవచ్చు మరియు వారి పెట్టుబడి నుండి ఎక్కువ ప్రయోజనం పొందవచ్చు. కాబట్టి, ప్రక్రియ చేయడానికిపెట్టుబడి పెడుతున్నారు సులభంగా, మేము ఉత్తమ పన్ను ఆదాను షార్ట్‌లిస్ట్ చేసాముSIP పెట్టుబడిదారులకు అత్యుత్తమ రాబడిని అందించే ప్రణాళికలు.
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ఈక్విటీ లింక్డ్ సేవింగ్ స్కీమ్ (ELSS) FY 22 - 23లో పెట్టుబడి పెట్టడానికి ఉత్తమ పనితీరు కనబరుస్తున్న SIP ఫండ్‌లు
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹52.0557
↓ -0.28 ₹4,515 500 4.4 2.7 -0.9 23.7 22.7 47.7 SBI Magnum Tax Gain Fund Growth ₹451.639
↑ 0.28 ₹31,783 500 4.7 4.1 5.1 23.2 23.6 27.7 HDFC Tax Saver Fund Growth ₹1,466.58
↓ -1.65 ₹17,194 500 4.1 5 9.2 20.7 23.8 21.3 DSP Tax Saver Fund Growth ₹144.786
↑ 0.26 ₹17,241 500 6.1 4 6 19.3 21.2 23.9 BNP Paribas Long Term Equity Fund (ELSS) Growth ₹100.235
↓ -0.15 ₹935 500 5.8 8 5.2 18.8 17.2 23.6 Franklin India Taxshield Growth ₹1,514.6
↓ -2.59 ₹6,788 500 3.9 3.5 2.9 17.6 20.5 22.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25 Research Highlights & Commentary of 6 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund SBI Magnum Tax Gain Fund HDFC Tax Saver Fund DSP Tax Saver Fund BNP Paribas Long Term Equity Fund (ELSS) Franklin India Taxshield Point 1 Bottom quartile AUM (₹4,515 Cr). Highest AUM (₹31,783 Cr). Upper mid AUM (₹17,194 Cr). Upper mid AUM (₹17,241 Cr). Bottom quartile AUM (₹935 Cr). Lower mid AUM (₹6,788 Cr). Point 2 Established history (10+ yrs). Established history (18+ yrs). Oldest track record among peers (29 yrs). Established history (18+ yrs). Established history (19+ yrs). Established history (26+ yrs). Point 3 Not Rated. Rating: 2★ (upper mid). Rating: 2★ (lower mid). Top rated. Rating: 3★ (upper mid). 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. Point 5 5Y return: 22.74% (upper mid). 5Y return: 23.57% (upper mid). 5Y return: 23.81% (top quartile). 5Y return: 21.23% (lower mid). 5Y return: 17.16% (bottom quartile). 5Y return: 20.46% (bottom quartile). Point 6 3Y return: 23.69% (top quartile). 3Y return: 23.21% (upper mid). 3Y return: 20.66% (upper mid). 3Y return: 19.33% (lower mid). 3Y return: 18.78% (bottom quartile). 3Y return: 17.64% (bottom quartile). Point 7 1Y return: -0.91% (bottom quartile). 1Y return: 5.15% (lower mid). 1Y return: 9.20% (top quartile). 1Y return: 5.96% (upper mid). 1Y return: 5.23% (upper mid). 1Y return: 2.94% (bottom quartile). Point 8 Alpha: -2.71 (bottom quartile). Alpha: -2.21 (lower mid). Alpha: 2.58 (top quartile). Alpha: -2.28 (bottom quartile). Alpha: -1.09 (upper mid). Alpha: -1.98 (upper mid). Point 9 Sharpe: -0.08 (upper mid). Sharpe: -0.18 (bottom quartile). Sharpe: 0.25 (top quartile). Sharpe: -0.15 (bottom quartile). Sharpe: -0.05 (upper mid). Sharpe: -0.12 (lower mid). Point 10 Information ratio: 0.75 (lower mid). Information ratio: 1.86 (top quartile). Information ratio: 1.38 (upper mid). Information ratio: 0.80 (upper mid). Information ratio: 0.42 (bottom quartile). Information ratio: 0.58 (bottom quartile). Motilal Oswal Long Term Equity Fund
SBI Magnum Tax Gain Fund
HDFC Tax Saver Fund
DSP Tax Saver Fund
BNP Paribas Long Term Equity Fund (ELSS)
Franklin India Taxshield
ELSS SIP పైన AUM/నికర ఆస్తులను కలిగి ఉన్న నిధులు500 కోట్లు. క్రమబద్ధీకరించబడిందిగత 3 సంవత్సరాల రిటర్న్.
(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. Below is the key information for Motilal Oswal Long Term Equity Fund Returns up to 1 year are on To deliver the benefit of investment in a portfolio of equity shares, while offering
deduction on such investment made in the scheme under section 80C of the
Income-tax Act, 1961. It also seeks to distribute income periodically depending
on distributable surplus. Investments in this scheme would be subject to a
statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits. Research Highlights for SBI Magnum Tax Gain Fund Below is the key information for SBI Magnum Tax Gain Fund Returns up to 1 year are on The fund plans to provide long term growth of capital. Research Highlights for HDFC Tax Saver Fund Below is the key information for HDFC Tax Saver Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, and to enable investors to avail of a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. Research Highlights for DSP Tax Saver Fund Below is the key information for DSP 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 and actively managed portfolio of equity and equity related securities along with income tax rebate, as may be prevalent fromtime to time. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. Research Highlights for BNP Paribas Long Term Equity Fund (ELSS) Below is the key information for BNP Paribas Long Term Equity Fund (ELSS) Returns up to 1 year are on 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 Below is the key information for Franklin India Taxshield Returns up to 1 year are on 1. Motilal Oswal Long Term Equity Fund
Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (27 Nov 25) ₹52.0557 ↓ -0.28 (-0.54 %) Net Assets (Cr) ₹4,515 on 31 Oct 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.08 Information Ratio 0.75 Alpha Ratio -2.71 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month -0.8% 3 Month 4.4% 6 Month 2.7% 1 Year -0.9% 3 Year 23.7% 5 Year 22.7% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Data below for Motilal Oswal Long Term Equity Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. SBI Magnum Tax Gain Fund
SBI Magnum Tax Gain Fund
Growth Launch Date 7 May 07 NAV (27 Nov 25) ₹451.639 ↑ 0.28 (0.06 %) Net Assets (Cr) ₹31,783 on 31 Oct 25 Category Equity - ELSS AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio -0.18 Information Ratio 1.86 Alpha Ratio -2.21 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for SBI Magnum Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 1.3% 3 Month 4.7% 6 Month 4.1% 1 Year 5.1% 3 Year 23.2% 5 Year 23.6% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.7% 2023 40% 2022 6.9% 2021 31% 2020 18.9% 2019 4% 2018 -8.3% 2017 33% 2016 2.1% 2015 3.2% Fund Manager information for SBI Magnum Tax Gain Fund
Name Since Tenure Data below for SBI Magnum Tax Gain Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. HDFC Tax Saver Fund
HDFC Tax Saver Fund
Growth Launch Date 31 Mar 96 NAV (27 Nov 25) ₹1,466.58 ↓ -1.65 (-0.11 %) Net Assets (Cr) ₹17,194 on 31 Oct 25 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 0.25 Information Ratio 1.38 Alpha Ratio 2.58 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for HDFC Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 0.7% 3 Month 4.1% 6 Month 5% 1 Year 9.2% 3 Year 20.7% 5 Year 23.8% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -6.2% Fund Manager information for HDFC Tax Saver Fund
Name Since Tenure Data below for HDFC Tax Saver Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. DSP Tax Saver Fund
DSP Tax Saver Fund
Growth Launch Date 18 Jan 07 NAV (27 Nov 25) ₹144.786 ↑ 0.26 (0.18 %) Net Assets (Cr) ₹17,241 on 31 Oct 25 Category Equity - ELSS AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.64 Sharpe Ratio -0.15 Information Ratio 0.8 Alpha Ratio -2.28 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for DSP Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 2.1% 3 Month 6.1% 6 Month 4% 1 Year 6% 3 Year 19.3% 5 Year 21.2% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.9% 2023 30% 2022 4.5% 2021 35.1% 2020 15% 2019 14.8% 2018 -7.6% 2017 36.3% 2016 11.3% 2015 4.4% Fund Manager information for DSP Tax Saver Fund
Name Since Tenure Data below for DSP Tax Saver Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. BNP Paribas Long Term Equity Fund (ELSS)
BNP Paribas Long Term Equity Fund (ELSS)
Growth Launch Date 5 Jan 06 NAV (27 Nov 25) ₹100.235 ↓ -0.15 (-0.15 %) Net Assets (Cr) ₹935 on 31 Oct 25 Category Equity - ELSS AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.21 Sharpe Ratio -0.05 Information Ratio 0.42 Alpha Ratio -1.09 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for BNP Paribas Long Term Equity Fund (ELSS)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 2.3% 3 Month 5.8% 6 Month 8% 1 Year 5.2% 3 Year 18.8% 5 Year 17.2% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.6% 2023 31.3% 2022 -2.1% 2021 23.6% 2020 17.8% 2019 14.3% 2018 -9.3% 2017 42.3% 2016 -6.6% 2015 7.7% Fund Manager information for BNP Paribas Long Term Equity Fund (ELSS)
Name Since Tenure Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Franklin India Taxshield
Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (27 Nov 25) ₹1,514.6 ↓ -2.59 (-0.17 %) Net Assets (Cr) ₹6,788 on 31 Oct 25 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.13 Information Ratio 0.58 Alpha Ratio -1.98 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 0% 3 Month 3.9% 6 Month 3.5% 1 Year 2.9% 3 Year 17.6% 5 Year 20.5% 10 Year 15 Year Since launch 20.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 4% Fund Manager information for Franklin India Taxshield
Name Since Tenure Data below for Franklin India Taxshield as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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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Research Highlights for Motilal Oswal Long Term Equity Fund