+91-22-4891390911 بہترین ٹیکس بچانے والے ELSS میوچل فنڈز 2022
بہترین elss فنڈز یا ایکویٹی سے منسلک بچت کی اسکیمیں ایکویٹی متنوع ہیں۔باہمی چندہ جو بنیادی طور پر فراہم کرنے کے لیے ایکویٹی سے منسلک آلات (جیسے حصص اور اسٹاک) میں سرمایہ کاری کرتے ہیں۔مارکیٹ- منسلک ریٹرن اور براہ راست ٹیکس بچانے میں مدد کریں۔آمدنی. عام طور پر، فنڈ کارپس کا 80% ایکویٹی میں اور باقی قرض کے آلات میں لگایا جاتا ہے۔
ای ایل ایس ایس فنڈز کو ٹیکس بچانے والے میوچل فنڈز کے نام سے بھی جانا جاتا ہے کیونکہ وہ اس کے تحت ٹیکس فوائد پیش کرتے ہیں۔سیکشن 80 سی کےانکم ٹیکس ایکٹ مزید برآں، ELSS میوچل فنڈز اوپن اینڈڈ ہیں، جس کا مطلب ہے کہ سرمایہ کار جب چاہیں ان فنڈز میں سبسکرائب کر سکتے ہیں۔
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ELSS فنڈ میں کون سرمایہ کاری کر سکتا ہے؟
عام طور پر، ELSS میوچل فنڈز ان تمام قسم کے سرمایہ کاروں کے لیے موزوں ہیں جو مارکیٹ سے منسلک خطرات مول لینے کے لیے تیار ہیں۔ٹیکس پلاننگ اور پیسے کی بچت. کوئی بھی شخص اپنی زندگی کے کسی بھی موڑ پر ELSS فنڈز میں سرمایہ کاری کر سکتا ہے۔ تاہم، یہ تجویز کیا جاتا ہے کہ آپ اپنے کیریئر کے ابتدائی مرحلے کے دوران ٹیکس بچانے والے ELSS فنڈز میں سرمایہ کاری کریں تاکہ آپ کی رقم وقت کے ساتھ بڑھے اور آپ بہتر منافع کمائیں۔
لہذا، ٹیکس کی بچت کریں اور ایک ہی وقت میں اچھے منافع کمائیں۔سرمایہ کاری بہترین ELSS فنڈز میں۔ سرمایہ کاروں کو آگاہ ہونا چاہیے کہ ELSS فنڈز میں سرمایہ کاری کی گئی رقم 3 سال کے لیے مقفل ہے۔
سرمایہ کار ELSS میوچل فنڈز میں یکمشت (ایک بار) کے طور پر سرمایہ کاری کر سکتے ہیں۔گھونٹ (منظمسرمایہ کاری کا منصوبہ)۔ ابتدائی افراد کو مشورہ دیا جاتا ہے کہ وہ عام طور پر SIP کا استعمال کرتے ہوئے سرمایہ کاری کریں کیونکہ یہ ان کے لیے بہتر ہے۔
دیگر ٹیکس بچانے کے اختیارات؟
ELSS کی طرح سیکشن 80c کے تحت دیگر اختیارات میں شامل ہیں:زندگی کا بیمہ پریمیم,ٹیکس بچانے والے فکسڈ ڈپازٹس,پی پی ایف,این ایس سی,ای پی ایف, یونٹ سے منسلک ایکویٹی پلانز (ULIP)۔ کسی کو معلوم ہونا چاہیے کہ سیکشن 80c کے تحت بچت کی حد 1.5 لاکھ فی مالی سال تک محدود ہے۔
مالی سال 22 - 23 میں سرمایہ کاری کے لیے 11 بہترین کارکردگی کا مظاہرہ کرنے والے ELSS میوچل فنڈز
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Tata India Tax Savings Fund Growth ₹44.9297
↓ -0.25 ₹4,747 -2.1 7.9 2.7 10.4 10.1 4.9 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 9.7 15.1 16.9 20.8 10 BNP Paribas Long Term Equity Fund (ELSS) Growth ₹95.187
↓ -0.39 ₹930 -2.6 6.7 1.7 12.7 9.7 4.8 JM Tax Gain Fund Growth ₹51.047
↓ -0.25 ₹242 2.9 18.2 6.3 14.3 12.2 2.5 BOI AXA Tax Advantage Fund Growth ₹161.34
↓ -0.28 ₹1,414 -1.4 7.7 2.9 10.3 10 -3.5 Invesco India Tax Plan Growth ₹122.21
↓ -0.81 ₹2,764 0.5 14.3 -1 10.4 8.1 -2.8 Sundaram Diversified Equity Fund Growth ₹202.032
↓ -0.34 ₹1,284 -4.5 1.5 -7 5.3 6.5 7.1 Edelweiss Long Term Equity Fund Growth ₹109.25
↓ -0.73 ₹462 -3.3 5.8 1 10.4 9.2 6.7 UTI Long Term Equity Fund Growth ₹190.832
↓ -1.11 ₹3,482 -4.4 3.5 -5.6 6.2 5.6 4.5 LIC MF Tax Plan Growth ₹143.122
↓ -0.47 ₹1,021 -2 7.2 -4.9 7.9 7.3 0.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Sep 26 Research Highlights & Commentary of 11 Funds showcased
Commentary Tata India Tax Savings Fund HDFC Long Term Advantage Fund IDBI Equity Advantage Fund BNP Paribas Long Term Equity Fund (ELSS) JM Tax Gain Fund BOI AXA Tax Advantage Fund Invesco India Tax Plan Sundaram Diversified Equity Fund Edelweiss Long Term Equity Fund UTI Long Term Equity Fund LIC MF Tax Plan Point 1 Highest AUM (₹4,747 Cr). Upper mid AUM (₹1,318 Cr). Bottom quartile AUM (₹485 Cr). Lower mid AUM (₹930 Cr). Bottom quartile AUM (₹242 Cr). Upper mid AUM (₹1,414 Cr). Upper mid AUM (₹2,764 Cr). Lower mid AUM (₹1,284 Cr). Bottom quartile AUM (₹462 Cr). Top quartile AUM (₹3,482 Cr). Lower mid AUM (₹1,021 Cr). Point 2 Established history (11+ yrs). Established history (25+ yrs). Established history (13+ yrs). Established history (20+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (19+ yrs). Established history (26+ yrs). Established history (17+ yrs). Established history (26+ yrs). Oldest track record among peers (27 yrs). Point 3 Top rated. Rating: 3★ (lower mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (top quartile). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 1★ (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. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 10.10% (upper mid). 5Y return: 17.39% (top quartile). 5Y return: 9.97% (upper mid). 5Y return: 9.65% (lower mid). 5Y return: 12.19% (top quartile). 5Y return: 9.97% (upper mid). 5Y return: 8.06% (lower mid). 5Y return: 6.53% (bottom quartile). 5Y return: 9.21% (lower mid). 5Y return: 5.62% (bottom quartile). 5Y return: 7.27% (bottom quartile). Point 6 3Y return: 10.45% (upper mid). 3Y return: 20.64% (top quartile). 3Y return: 20.84% (top quartile). 3Y return: 12.74% (upper mid). 3Y return: 14.32% (upper mid). 3Y return: 10.34% (lower mid). 3Y return: 10.41% (lower mid). 3Y return: 5.27% (bottom quartile). 3Y return: 10.44% (lower mid). 3Y return: 6.19% (bottom quartile). 3Y return: 7.87% (bottom quartile). Point 7 1Y return: 2.72% (upper mid). 1Y return: 35.51% (top quartile). 1Y return: 16.92% (top quartile). 1Y return: 1.70% (lower mid). 1Y return: 6.30% (upper mid). 1Y return: 2.88% (upper mid). 1Y return: -1.02% (lower mid). 1Y return: -6.99% (bottom quartile). 1Y return: 0.98% (lower mid). 1Y return: -5.60% (bottom quartile). 1Y return: -4.88% (bottom quartile). Point 8 Alpha: 6.01 (top quartile). Alpha: 1.75 (lower mid). Alpha: 1.78 (lower mid). Alpha: 4.29 (upper mid). Alpha: 5.40 (top quartile). Alpha: 2.55 (upper mid). Alpha: 0.13 (lower mid). Alpha: -8.34 (bottom quartile). Alpha: 4.87 (upper mid). Alpha: -4.16 (bottom quartile). Alpha: -5.00 (bottom quartile). Point 9 Sharpe: 0.40 (upper mid). Sharpe: 2.27 (top quartile). Sharpe: 1.21 (top quartile). Sharpe: 0.33 (upper mid). Sharpe: 0.22 (lower mid). Sharpe: 0.19 (lower mid). Sharpe: 0.04 (lower mid). Sharpe: -0.41 (bottom quartile). Sharpe: 0.36 (upper mid). Sharpe: -0.19 (bottom quartile). Sharpe: -0.22 (bottom quartile). Point 10 Information ratio: 0.18 (upper mid). Information ratio: -0.15 (lower mid). Information ratio: -1.13 (bottom quartile). Information ratio: 0.81 (top quartile). Information ratio: 0.70 (top quartile). Information ratio: 0.16 (lower mid). Information ratio: 0.20 (upper mid). Information ratio: -1.46 (bottom quartile). Information ratio: 0.48 (upper mid). Information ratio: -1.18 (bottom quartile). Information ratio: -0.63 (lower mid). Tata India Tax Savings Fund
HDFC Long Term Advantage Fund
IDBI Equity Advantage Fund
BNP Paribas Long Term Equity Fund (ELSS)
JM Tax Gain Fund
BOI AXA Tax Advantage Fund
Invesco India Tax Plan
Sundaram Diversified Equity Fund
Edelweiss Long Term Equity Fund
UTI Long Term Equity Fund
LIC MF Tax Plan
*اوپر اوپر کی فہرست ہے۔ای ایل ایس ایس (ایکویٹی لنکڈ سیونگ اسکیم) جس میں AUM/نیٹ اثاثے اس سے اوپر ہوں۔500 کروڑ اور فنڈ کی عمر>= 3 سال۔
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 Below is the key information for Tata India Tax Savings 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 will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income-tax deduction(under section 80C of the Income-tax Act, 1961) on their investments. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to be eligible for income-tax benefits under Section 80C. There can be no assurance that the investment objective under the scheme will be realized. Research Highlights for IDBI Equity Advantage Fund Below is the key information for IDBI Equity Advantage 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 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 Below is the key information for JM Tax Gain 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 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 To achieve capital appreciation by investing
predominantly in equities and equity-related
instruments. A three-year lock-in period shall
apply in line with the regulation for ELSS
schemes. Research Highlights for Sundaram Diversified Equity Fund Below is the key information for Sundaram Diversified Equity Fund Returns up to 1 year are on (Erstwhile Edelweiss ELSS Fund) The primary objective of the scheme is to generate long-term capital appreciation with an option of periodic payouts at the end of lock in periods from a portfolio that invests predominantly in equity and equity related instruments. Research Highlights for Edelweiss Long Term Equity Fund Below is the key information for Edelweiss Long Term Equity Fund Returns up to 1 year are on (Erstwhile UTI Long Term Equity Fund (Tax Saving)) The funds collected under the scheme shall be invested in equities, fully convertible debentures/ bonds and warrants of companies. Investment may also be made in issues of partly convertible debentures/bonds including those issued on rights basis subject to the condition that, as far as possible, the non-convertible portion of the debentures/bonds so acquired or subscribed shall be disinvested within a period of twelve months from their acquisition. Research Highlights for UTI Long Term Equity Fund Below is the key information for UTI Long Term Equity Fund Returns up to 1 year are on The investment objective of the scheme is to provide capital growth along with tax rebate and tax relief to our investors through prudent investments in the stock markets. However, there is no assurance that the investment objective of the Scheme will be realised. Research Highlights for LIC MF Tax Plan Below is the key information for LIC MF Tax Plan Returns up to 1 year are on 1. Tata India Tax Savings Fund
Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (29 Sep 26) ₹44.9297 ↓ -0.25 (-0.56 %) Net Assets (Cr) ₹4,747 on 31 Aug 26 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.4 Information Ratio 0.18 Alpha Ratio 6.01 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 29 Sep 26 Duration Returns 1 Month -6% 3 Month -2.1% 6 Month 7.9% 1 Year 2.7% 3 Year 10.4% 5 Year 10.1% 10 Year 15 Year Since launch 13.4% 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 4.71 Yr. Data below for Tata India Tax Savings Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 35.22% Industrials 17.22% Consumer Cyclical 13.15% Health Care 6.74% Communication Services 5.44% Energy 4.66% Basic Materials 4.52% Technology 3.12% Utility 2.38% Real Estate 2.26% Consumer Defensive 1.57% Asset Allocation
Asset Class Value Cash 3.73% Equity 96.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL5% ₹258 Cr 1,426,428 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK5% ₹238 Cr 1,639,000 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK5% ₹228 Cr 3,210,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN5% ₹216 Cr 2,040,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹172 Cr 1,350,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON3% ₹154 Cr 9,000,000
↓ -850,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 26 | POLICYBZR3% ₹153 Cr 814,850 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹142 Cr 352,147 Pricol Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | PRICOLLTD3% ₹135 Cr 1,682,941 Motilal Oswal Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 25 | MOTILALOFS3% ₹128 Cr 1,231,123 2. 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 29 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 3. IDBI Equity Advantage Fund
IDBI Equity Advantage Fund
Growth Launch Date 10 Sep 13 NAV (28 Jul 23) ₹43.39 ↑ 0.04 (0.09 %) Net Assets (Cr) ₹485 on 30 Jun 23 Category Equity - ELSS AMC IDBI Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.39 Sharpe Ratio 1.21 Information Ratio -1.13 Alpha Ratio 1.78 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month 3.1% 3 Month 9.7% 6 Month 15.1% 1 Year 16.9% 3 Year 20.8% 5 Year 10% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for IDBI Equity Advantage Fund
Name Since Tenure Data below for IDBI Equity Advantage Fund as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. BNP Paribas Long Term Equity Fund (ELSS)
BNP Paribas Long Term Equity Fund (ELSS)
Growth Launch Date 5 Jan 06 NAV (29 Sep 26) ₹95.187 ↓ -0.39 (-0.41 %) Net Assets (Cr) ₹930 on 31 Aug 26 Category Equity - ELSS AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.22 Sharpe Ratio 0.33 Information Ratio 0.81 Alpha Ratio 4.29 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 ₹9,990 31 Aug 23 ₹11,213 31 Aug 24 ₹16,278 31 Aug 25 ₹15,895 31 Aug 26 ₹17,490 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 29 Sep 26 Duration Returns 1 Month -6.9% 3 Month -2.6% 6 Month 6.7% 1 Year 1.7% 3 Year 12.7% 5 Year 9.7% 10 Year 15 Year Since launch 11.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.8% 2023 23.6% 2022 31.3% 2021 -2.1% 2020 23.6% 2019 17.8% 2018 14.3% 2017 -9.3% 2016 42.3% 2015 -6.6% Fund Manager information for BNP Paribas Long Term Equity Fund (ELSS)
Name Since Tenure Silky Jain 1 Jul 26 0.17 Yr. Yash Mehta 1 May 26 0.34 Yr. Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 27.9% Consumer Cyclical 17.04% Industrials 12.69% Basic Materials 9.08% Technology 8.13% Health Care 8.02% Consumer Defensive 4.26% Energy 4.15% Utility 2.75% Communication Services 2.34% Real Estate 0.53% Asset Allocation
Asset Class Value Cash 3.09% Equity 96.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | ICICIBANK4% ₹36 Cr 250,000 State Bank of India (Financial Services)
Equity, Since 31 Mar 22 | SBIN4% ₹34 Cr 318,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | TITAN3% ₹28 Cr 55,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE3% ₹27 Cr 212,950 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | RADICO3% ₹26 Cr 59,011 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5323433% ₹26 Cr 60,500 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 24 | 5001033% ₹26 Cr 580,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT3% ₹24 Cr 60,000 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 26 | EICHERMOT3% ₹24 Cr 30,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK3% ₹24 Cr 335,000
↓ -95,000 5. JM Tax Gain Fund
JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (29 Sep 26) ₹51.047 ↓ -0.25 (-0.48 %) Net Assets (Cr) ₹242 on 31 Jul 26 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio 0.22 Information Ratio 0.7 Alpha Ratio 5.4 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 ₹10,313 31 Aug 23 ₹12,320 31 Aug 24 ₹18,843 31 Aug 25 ₹17,349 31 Aug 26 ₹19,198 Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -4.1% 3 Month 2.9% 6 Month 18.2% 1 Year 6.3% 3 Year 14.3% 5 Year 12.2% 10 Year 15 Year Since launch 9.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.5% 2023 29% 2022 30.9% 2021 0.5% 2020 32.2% 2019 18.3% 2018 14.9% 2017 -4.6% 2016 42.6% 2015 5.2% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 1.92 Yr. Asit Bhandarkar 31 Dec 21 4.67 Yr. Ruchi Fozdar 4 Oct 24 1.91 Yr. Deepak Gupta 11 Apr 25 1.39 Yr. Data below for JM Tax Gain Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 26.35% Consumer Cyclical 22.51% Technology 14.01% Basic Materials 8.1% Health Care 7.65% Industrials 6.51% Consumer Defensive 3.49% Real Estate 3.38% Energy 2.75% Communication Services 2.41% Utility 1.55% Asset Allocation
Asset Class Value Cash 1.32% Equity 98.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | PAYTM3% ₹8 Cr 47,371 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 May 25 | SYRMA3% ₹7 Cr 49,357
↓ -3,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK3% ₹7 Cr 48,500 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK3% ₹7 Cr 98,262 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5900033% ₹7 Cr 199,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 25 | RELIANCE3% ₹7 Cr 53,400 CarTrade Tech Ltd (Consumer Cyclical)
Equity, Since 30 Sep 25 | 5433332% ₹6 Cr 20,655 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL2% ₹6 Cr 32,950 Coforge Ltd (Technology)
Equity, Since 31 May 25 | COFORGE2% ₹6 Cr 28,500 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Jun 26 | 5328432% ₹6 Cr 61,476
↑ 15,900 6. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (29 Sep 26) ₹161.34 ↓ -0.28 (-0.17 %) Net Assets (Cr) ₹1,414 on 31 Aug 26 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.19 Information Ratio 0.16 Alpha Ratio 2.55 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 29 Sep 26 Duration Returns 1 Month -3.3% 3 Month -1.4% 6 Month 7.7% 1 Year 2.9% 3 Year 10.3% 5 Year 10% 10 Year 15 Year Since launch 17.1% 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 Aug 26
Equity Sector Allocation
Sector Value Industrials 21.34% Financial Services 21.26% Basic Materials 10.51% Consumer Cyclical 9.13% Consumer Defensive 6% Utility 4.14% Technology 3.34% Communication Services 3.2% Health Care 3.17% Energy 2.03% Real Estate 0.12% Asset Allocation
Asset Class Value Cash 15.07% Equity 84.81% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN5% ₹76 Cr 715,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹64 Cr 440,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL4% ₹53 Cr 110,000 Quality Power Electrical Equipments Ltd (Industrials)
Equity, Since 31 Jul 25 | QPOWER3% ₹47 Cr 324,293 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL3% ₹45 Cr 250,000
↑ 15,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | UNOMINDA3% ₹42 Cr 330,439 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 30 Apr 22 | BALRAMCHIN3% ₹40 Cr 579,622
↑ 14,622 HEG Advanced Materials Ltd (Industrials)
Equity, Since 31 Dec 22 | HEG3% ₹39 Cr 530,000 LG Electronics India Ltd (Technology)
Equity, Since 31 Dec 25 | LGEINDIA3% ₹37 Cr 217,000 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Aug 26 | EIDPARRY3% ₹36 Cr 450,000
↑ 450,000 7. Invesco India Tax Plan
Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (29 Sep 26) ₹122.21 ↓ -0.81 (-0.66 %) Net Assets (Cr) ₹2,764 on 31 Aug 26 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.04 Information Ratio 0.2 Alpha Ratio 0.13 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 29 Sep 26 Duration Returns 1 Month -5.4% 3 Month 0.5% 6 Month 14.3% 1 Year -1% 3 Year 10.4% 5 Year 8.1% 10 Year 15 Year Since launch 13.5% 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 1.17 Yr. Data below for Invesco India Tax Plan as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 30.31% Consumer Cyclical 20.54% Industrials 14.25% Health Care 11.04% Technology 7.29% Real Estate 5.68% Basic Materials 4.93% Consumer Defensive 2.89% Communication Services 1.73% Energy 0.81% Asset Allocation
Asset Class Value Cash 0.54% Equity 99.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK4% ₹119 Cr 1,680,697 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK4% ₹101 Cr 697,836
↓ -36,732 Jyoti CNC Automation Ltd (Industrials)
Equity, Since 30 Jun 24 | JYOTICNC2% ₹68 Cr 682,470
↓ -76,591 Coforge Ltd (Technology)
Equity, Since 31 May 24 | COFORGE2% ₹60 Cr 301,485
↓ -18,660 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | DIVISLAB2% ₹58 Cr 61,507
↑ 5,349 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | 5322152% ₹58 Cr 447,024
↓ -43,413 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 25 | INDIGO2% ₹55 Cr 105,638 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL2% ₹55 Cr 1,665,262
↓ -180,851 Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Sep 24 | BECTORFOOD2% ₹54 Cr 2,362,900
↓ -126,133 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000342% ₹53 Cr 498,585
↓ -70,329 8. Sundaram Diversified Equity Fund
Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (29 Sep 26) ₹202.032 ↓ -0.34 (-0.17 %) Net Assets (Cr) ₹1,284 on 31 Aug 26 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio -0.41 Information Ratio -1.46 Alpha Ratio -8.34 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,687 31 Aug 23 ₹11,865 31 Aug 24 ₹15,364 31 Aug 25 ₹15,140 31 Aug 26 ₹14,664 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -4.7% 3 Month -4.5% 6 Month 1.5% 1 Year -7% 3 Year 5.3% 5 Year 6.5% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.1% 2023 12% 2022 23.3% 2021 4% 2020 31.5% 2019 9.9% 2018 6.2% 2017 -10.6% 2016 38.4% 2015 6.8% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure S. Bharath 11 May 26 0.31 Yr. Sandeep Agarwal 11 May 26 0.31 Yr. Siddarth Mohta 11 May 26 0.31 Yr. Shalav Saket 20 Mar 26 0.45 Yr. Data below for Sundaram Diversified Equity Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 30.06% Consumer Cyclical 14.02% Industrials 13.94% Energy 8.89% Utility 8.26% Technology 7.34% Health Care 4.58% Consumer Defensive 4.47% Basic Materials 3.42% Communication Services 2.82% Asset Allocation
Asset Class Value Cash 2.19% Equity 97.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK6% ₹82 Cr 1,150,000
↓ -50,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK6% ₹77 Cr 529,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE5% ₹68 Cr 530,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322155% ₹65 Cr 500,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN4% ₹55 Cr 520,000
↓ -10,000 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Aug 25 | KIRLOSENG4% ₹52 Cr 250,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY4% ₹45 Cr 400,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹40 Cr 100,000 NTPC Ltd (Utilities)
Equity, Since 31 Oct 24 | 5325553% ₹40 Cr 1,215,766 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹36 Cr 200,000
↓ -35,000 9. Edelweiss Long Term Equity Fund
Edelweiss Long Term Equity Fund
Growth Launch Date 30 Dec 08 NAV (29 Sep 26) ₹109.25 ↓ -0.73 (-0.66 %) Net Assets (Cr) ₹462 on 31 Aug 26 Category Equity - ELSS AMC Edelweiss Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.34 Sharpe Ratio 0.36 Information Ratio 0.48 Alpha Ratio 4.87 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 ₹10,308 31 Aug 23 ₹11,580 31 Aug 24 ₹16,331 31 Aug 25 ₹15,429 31 Aug 26 ₹17,066 Returns for Edelweiss Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -7.5% 3 Month -3.3% 6 Month 5.8% 1 Year 1% 3 Year 10.4% 5 Year 9.2% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.7% 2023 20% 2022 26.8% 2021 -0.1% 2020 30.4% 2019 13.7% 2018 9.2% 2017 -9.1% 2016 37.7% 2015 -1.1% Fund Manager information for Edelweiss Long Term Equity Fund
Name Since Tenure Ashwani Agarwalla 1 Aug 23 3.09 Yr. Trideep Bhattacharya 1 Aug 23 3.09 Yr. Raj Koradia 1 Aug 24 2.08 Yr. Data below for Edelweiss Long Term Equity Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 34.64% Consumer Cyclical 15.03% Industrials 10.53% Technology 10.44% Health Care 7.06% Basic Materials 6.57% Energy 5.34% Communication Services 3.29% Consumer Defensive 3.12% Utility 2.26% Real Estate 1.14% Asset Allocation
Asset Class Value Cash 0.58% Equity 99.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK5% ₹23 Cr 156,659 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE4% ₹20 Cr 154,769 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | HDFCBANK4% ₹18 Cr 249,864 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹15 Cr 84,003 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 15 | LT3% ₹14 Cr 33,431 State Bank of India (Financial Services)
Equity, Since 31 May 18 | SBIN3% ₹12 Cr 111,376 Ather Energy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 25 | ATHERENERG2% ₹11 Cr 64,574
↓ -15,937 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Aug 24 | MCX2% ₹11 Cr 31,308 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 22 | BEL2% ₹9 Cr 219,943 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE2% ₹9 Cr 26,792 10. UTI Long Term Equity Fund
UTI Long Term Equity Fund
Growth Launch Date 15 Dec 99 NAV (29 Sep 26) ₹190.832 ↓ -1.11 (-0.58 %) Net Assets (Cr) ₹3,482 on 31 Aug 26 Category Equity - ELSS AMC UTI Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.19 Information Ratio -1.18 Alpha Ratio -4.16 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 ₹10,156 31 Aug 23 ₹10,997 31 Aug 24 ₹15,086 31 Aug 25 ₹14,078 31 Aug 26 ₹14,237 Returns for UTI Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -6.2% 3 Month -4.4% 6 Month 3.5% 1 Year -5.6% 3 Year 6.2% 5 Year 5.6% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.5% 2023 13.9% 2022 24.3% 2021 -3.5% 2020 33.1% 2019 20.2% 2018 10.4% 2017 -6.5% 2016 33.1% 2015 3.3% Fund Manager information for UTI Long Term Equity Fund
Name Since Tenure Amit Premchandani 16 Jun 25 1.21 Yr. Data below for UTI Long Term Equity Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 32.63% Consumer Cyclical 15.01% Industrials 9.42% Technology 8.21% Communication Services 5.95% Health Care 5.86% Energy 5.5% Consumer Defensive 4.8% Basic Materials 4.12% Real Estate 3.5% Utility 3.31% Asset Allocation
Asset Class Value Cash 1.69% Equity 98.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 11 | HDFCBANK8% ₹264 Cr 3,725,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK7% ₹254 Cr 1,750,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | KOTAKBANK4% ₹147 Cr 3,500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 13 | BHARTIARTL4% ₹145 Cr 800,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | 5322154% ₹128 Cr 981,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5000343% ₹103 Cr 975,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE3% ₹96 Cr 750,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY3% ₹91 Cr 800,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 25 | M&M3% ₹90 Cr 275,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 25 | SBIN2% ₹85 Cr 800,000 11. LIC MF Tax Plan
LIC MF Tax Plan
Growth Launch Date 3 Feb 99 NAV (29 Sep 26) ₹143.122 ↓ -0.47 (-0.33 %) Net Assets (Cr) ₹1,021 on 31 Aug 26 Category Equity - ELSS AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 2.01 Sharpe Ratio -0.22 Information Ratio -0.63 Alpha Ratio -5 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 ₹10,313 31 Aug 23 ₹11,550 31 Aug 24 ₹15,831 31 Aug 25 ₹15,211 31 Aug 26 ₹15,239 Returns for LIC MF Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -4.1% 3 Month -2% 6 Month 7.2% 1 Year -4.9% 3 Year 7.9% 5 Year 7.3% 10 Year 15 Year Since launch 10.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.8% 2023 22.6% 2022 26.3% 2021 -1.6% 2020 26.2% 2019 8.9% 2018 11.9% 2017 -1.1% 2016 37.3% 2015 3.3% Fund Manager information for LIC MF Tax Plan
Name Since Tenure Sumit Bhatnagar 7 Apr 26 0.4 Yr. Nikhil Kapoor 1 Jul 26 0.17 Yr. Data below for LIC MF Tax Plan as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 28.67% Consumer Cyclical 24.67% Industrials 13.72% Health Care 11.9% Basic Materials 6.69% Consumer Defensive 5.31% Communication Services 3.33% Technology 3.17% Real Estate 1.53% Asset Allocation
Asset Class Value Cash 1% Equity 99% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | ICICIBANK9% ₹88 Cr 604,329 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK6% ₹65 Cr 916,422 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | 5322154% ₹45 Cr 342,519 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | CHOLAFIN4% ₹39 Cr 210,855 State Bank of India (Financial Services)
Equity, Since 31 May 23 | SBIN3% ₹34 Cr 320,605 SML Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 26 | SMLMAH3% ₹30 Cr 59,236 SRF Ltd (Industrials)
Equity, Since 31 May 21 | SRF3% ₹29 Cr 111,802 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 23 | LT3% ₹28 Cr 68,942 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | EICHERMOT3% ₹27 Cr 33,738 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ETERNAL3% ₹26 Cr 790,997
ELSS SIP کیلکولیٹر
Know Your SIP Returns
ELSS میں سرمایہ کاری کے طریقے
ELSS میں SIP (سسٹمیٹک انویسٹمنٹ پلان)
ٹیکس سیونگ میوچل فنڈز (ELSS) میں سرمایہ کاری کے لیے SIP کو بطور سرمایہ کاری کا انتخاب کر سکتا ہے کیونکہ ہر ماہ مخصوص رقم کی سرمایہ کاری کی جاتی ہے۔
جیسا کہ ذیل میں نمونے میں دکھایا گیا ہے-
| مہینہ | رقم | موڈ | |||
|---|---|---|---|---|---|
| اپریل | 12,500 | گھونٹ | مئی | 12,500 | گھونٹ |
| جون | 12,500 | گھونٹ | جولائی | 12,500 | گھونٹ |
| اگست | 12,500 | گھونٹ | ستمبر | 12,500 | گھونٹ |
| اکتوبر | 12,500 | گھونٹ | نومبر | 12,500 | گھونٹ |
| دسمبر | 12,500 | گھونٹ | جنوری | 12,500 | گھونٹ |
| فروری | 12,500 | گھونٹ | مارچ | 12,500 | گھونٹ |
| کل | 1,50،000 |
ایس آئی پی طریقہ کے ذریعے سرمایہ کاری کرتے وقت روپے کی اوسط لاگت کے SIP فوائد حاصل کیے جاتے ہیں کیونکہ یہ ہر ماہ خریداریوں کو بکھرتا ہے اور سرمایہ کاری خاص قیمت کے بجائے اوسط قیمت پر کی جاتی ہے جو کہ Lumpsum Investments کے معاملے میں ہو سکتی ہے۔
ELSS میں یکمشت سرمایہ کاری
جیسا کہ کوئی دوسرے ٹیکس بچانے والے آلات جیسے ULIP، NSC، PF/EPF میں بچت کر سکتا ہے،انشورنس (سیکٹر 80c کے تحت) کوئی بھی دوسرے آلات کی کٹوتی کے بعد ٹیکس بچانے کے لیے جو بھی رقم درکار ہے اس کا فیصلہ کر سکتا ہے اور سال بھر یا مالی سال کے اختتام کے قریب ایک بار لمپسم خریداری کے طور پر سرمایہ کاری کر سکتا ہے۔
بہترین ٹیکس بچانے والے ELSS فنڈز میں سرمایہ کاری کرنے کے لیے نکات
بہترین ELSS فنڈز میں SIP (سسٹمیٹک انویسٹمنٹ پلان) کے ذریعے مالی سال کے آغاز میں (یعنی اپریل میں) سرمایہ کاری کریں نہ کہ جب مالی سال ختم ہو رہا ہو۔
بہترین ELSS فنڈز کی فہرست میں احتیاط سے ایک ELSS میوچل فنڈ کا انتخاب کریں، اور ہر سال دوسرے ٹیکس بچانے والے ELSS فنڈز میں جانے کے بجائے ایک سال کے لیے اس میں سرمایہ کاری کریں۔
5-7 سال کے لیے سرمایہ کاری کرنے پر اچھا ELSS منافع حاصل کیا جا سکتا ہے، اس لیے یہ مشورہ دیا جاتا ہے کہ ایک بار اپنے پیسے نہ نکالیں۔لاک ان 3 سال کے بعد ختم ہوتا ہے۔. بہتر منافع حاصل کرنے کے لیے اسے زیادہ دیر تک رکھنے کی کوشش کریں۔
اگر آپ خطرے سے بچنے والے ہیں۔سرمایہ کار اور کم اتار چڑھاؤ والا فنڈ چاہتے ہیں، بڑے کیپ میوچل فنڈ میں سرمایہ کاری کرنے پر غور کریں۔
ELSS فنڈز میں آن لائن سرمایہ کاری کیسے کریں؟
Fincash.com پر لائف ٹائم کے لیے مفت انویسٹمنٹ اکاؤنٹ کھولیں۔
اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔
دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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Nice article. Highly recommended for guys who are looking to save tax under section 80c.