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2022 میں SIP سرمایہ کاری کے لیے بہترین ELSS میوچل فنڈز
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 واپسی عام طور پر، فنڈ کارپس کا 80% ایکویٹی میں اور باقی قرض کے آلات میں لگایا جاتا ہے۔ بہترینای 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 اور سرمایہ کاری کے 2 طریقے پیش کرتے ہیں۔
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ٹاپ 5 بہترین کارکردگی کا مظاہرہ کرنے والے ELSS میوچل فنڈز SIP FY 22 - 23
To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation.. Tata India Tax Savings Fund is a Equity - ELSS fund was launched on 13 Oct 14. It is a fund with Moderately High risk and has given a 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. IDFC Tax Advantage (ELSS) Fund is a Equity - ELSS fund was launched on 26 Dec 08. It is a fund with Moderately High risk and has given a Below is the key information for IDFC Tax Advantage (ELSS) 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. DSP BlackRock Tax Saver Fund is a Equity - ELSS fund was launched on 18 Jan 07. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Tax Saver Fund Returns up to 1 year are on To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. L&T Tax Advantage Fund is a Equity - ELSS fund was launched on 27 Feb 06. It is a fund with Moderately High risk and has given a Below is the key information for L&T Tax Advantage Fund Returns up to 1 year are on An Open-ended equity linked savings scheme (ELSS) with the objective of long term growth of capital through a portfolio with a target allocation of 80% equity,
20% debt and money market securities Aditya Birla Sun Life Tax Relief '96 is a Equity - ELSS fund was launched on 6 Mar 08. It is a fund with Moderately High risk and has given a Below is the key information for Aditya Birla Sun Life Tax Relief '96 Returns up to 1 year are on 1. Tata India Tax Savings Fund
CAGR/Annualized return of 14.6% since its launch. Ranked 1 in ELSS category. Return for 2024 was 19.5% , 2023 was 24% and 2022 was 5.9% . Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (29 Apr 25) ₹42.0043 ↓ -0.01 (-0.02 %) Net Assets (Cr) ₹4,335 on 31 Mar 25 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0 Sharpe Ratio 0.22 Information Ratio -0.15 Alpha Ratio 3.19 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹16,724 31 Mar 22 ₹20,336 31 Mar 23 ₹20,326 31 Mar 24 ₹27,013 31 Mar 25 ₹29,622 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 2.3% 3 Month 2.2% 6 Month -5.3% 1 Year 7.2% 3 Year 15.3% 5 Year 22.4% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.5% 2023 24% 2022 5.9% 2021 30.4% 2020 11.9% 2019 13.6% 2018 -8.4% 2017 46% 2016 2.1% 2015 13.3% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Sailesh Jain 16 Dec 21 3.29 Yr. Tejas Gutka 9 Mar 21 4.07 Yr. Data below for Tata India Tax Savings Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 33.88% Consumer Cyclical 14.5% Industrials 13.1% Basic Materials 7.09% Technology 6.93% Energy 5.3% Communication Services 4.05% Health Care 3.52% Utility 2.85% Real Estate 2.33% Consumer Defensive 1.24% Asset Allocation
Asset Class Value Cash 5.21% Equity 94.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK7% ₹315 Cr 1,725,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK7% ₹287 Cr 2,125,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY4% ₹182 Cr 1,160,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹172 Cr 1,350,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN4% ₹168 Cr 2,175,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL4% ₹163 Cr 940,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322153% ₹143 Cr 1,300,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 5325553% ₹123 Cr 3,451,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹123 Cr 352,147 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5000342% ₹96 Cr 107,000 2. IDFC Tax Advantage (ELSS) Fund
CAGR/Annualized return of 17.8% since its launch. Ranked 3 in ELSS category. Return for 2024 was 13.1% , 2023 was 28.3% and 2022 was 4.2% . IDFC Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (29 Apr 25) ₹146.013 ↓ -0.13 (-0.09 %) Net Assets (Cr) ₹6,597 on 31 Mar 25 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio -0.2 Information Ratio -0.23 Alpha Ratio -3.29 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹19,952 31 Mar 22 ₹26,175 31 Mar 23 ₹26,363 31 Mar 24 ₹36,708 31 Mar 25 ₹37,731 Returns for IDFC Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 3.4% 3 Month 4.1% 6 Month -3% 1 Year 3.5% 3 Year 14.3% 5 Year 27.9% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.1% 2023 28.3% 2022 4.2% 2021 49.2% 2020 18.7% 2019 1.9% 2018 -9.4% 2017 53.4% 2016 0.4% 2015 6.9% Fund Manager information for IDFC Tax Advantage (ELSS) Fund
Name Since Tenure Daylynn Pinto 20 Oct 16 8.45 Yr. Ritika Behera 7 Oct 23 1.48 Yr. Gaurav Satra 10 Jun 24 0.81 Yr. Data below for IDFC Tax Advantage (ELSS) Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 31.67% Basic Materials 9.05% Consumer Cyclical 9.02% Consumer Defensive 8.24% Technology 8.2% Energy 7.12% Health Care 6.87% Industrials 6.78% Communication Services 2.63% Utility 2.32% Real Estate 1.26% Asset Allocation
Asset Class Value Cash 6.83% Equity 93.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK8% ₹521 Cr 2,850,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE6% ₹408 Cr 3,200,000
↑ 100,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK6% ₹364 Cr 2,700,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 5322155% ₹320 Cr 2,900,000
↑ 100,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS4% ₹252 Cr 700,000
↑ 25,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY3% ₹212 Cr 1,350,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL3% ₹173 Cr 1,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK3% ₹168 Cr 775,000
↑ 25,000 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 5322862% ₹137 Cr 1,500,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Aug 17 | 5000932% ₹121 Cr 1,900,000 3. DSP BlackRock Tax Saver Fund
CAGR/Annualized return of 15.3% since its launch. Ranked 12 in ELSS category. Return for 2024 was 23.9% , 2023 was 30% and 2022 was 4.5% . DSP BlackRock Tax Saver Fund
Growth Launch Date 18 Jan 07 NAV (29 Apr 25) ₹135.358 ↓ -0.08 (-0.06 %) Net Assets (Cr) ₹16,218 on 31 Mar 25 Category Equity - ELSS AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 0.59 Information Ratio 1.2 Alpha Ratio 9.35 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹17,754 31 Mar 22 ₹21,728 31 Mar 23 ₹21,760 31 Mar 24 ₹30,533 31 Mar 25 ₹35,611 Returns for DSP BlackRock Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 3.1% 3 Month 5.7% 6 Month -1.6% 1 Year 14.1% 3 Year 19.5% 5 Year 26.9% 10 Year 15 Year Since launch 15.3% 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 BlackRock Tax Saver Fund
Name Since Tenure Rohit Singhania 16 Jul 15 9.72 Yr. Data below for DSP BlackRock Tax Saver Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 35.17% Health Care 10.51% Consumer Cyclical 9.47% Basic Materials 9.04% Technology 6.41% Industrials 6.08% Consumer Defensive 5.06% Communication Services 4.81% Energy 4.35% Utility 3.99% Asset Allocation
Asset Class Value Cash 5.1% Equity 94.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK7% ₹1,180 Cr 6,455,598
↓ -913,758 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK6% ₹987 Cr 7,317,696
↓ -300,506 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 5322155% ₹809 Cr 7,344,442 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN4% ₹686 Cr 8,889,923
↑ 485,182 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KOTAKBANK4% ₹593 Cr 2,729,470
↓ -5,443 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL3% ₹471 Cr 2,718,368
↑ 201,283 Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY3% ₹419 Cr 2,666,937 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 24 | LT3% ₹417 Cr 1,192,711 Cipla Ltd (Healthcare)
Equity, Since 30 Apr 23 | 5000872% ₹363 Cr 2,514,972
↑ 104,526 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 21 | HCLTECH2% ₹362 Cr 2,270,114 4. L&T Tax Advantage Fund
CAGR/Annualized return of 14.1% since its launch. Ranked 7 in ELSS category. Return for 2024 was 33% , 2023 was 28.4% and 2022 was -3% . L&T Tax Advantage Fund
Growth Launch Date 27 Feb 06 NAV (29 Apr 25) ₹125.594 ↑ 0.18 (0.14 %) Net Assets (Cr) ₹3,871 on 31 Mar 25 Category Equity - ELSS AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.38 Information Ratio 0.34 Alpha Ratio 6.76 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹17,157 31 Mar 22 ₹20,223 31 Mar 23 ₹19,900 31 Mar 24 ₹27,682 31 Mar 25 ₹31,345 Returns for L&T Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 2.2% 3 Month 1.8% 6 Month -4.6% 1 Year 8.7% 3 Year 17.7% 5 Year 23.4% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 33% 2023 28.4% 2022 -3% 2021 30.3% 2020 13.5% 2019 4.6% 2018 -8.1% 2017 42.3% 2016 8.1% 2015 2.9% Fund Manager information for L&T Tax Advantage Fund
Name Since Tenure Gautam Bhupal 26 Nov 22 2.35 Yr. Sonal Gupta 21 Jul 21 3.7 Yr. Abhishek Gupta 1 Mar 24 1.08 Yr. Data below for L&T Tax Advantage Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 25.24% Consumer Cyclical 18.89% Industrials 17.71% Technology 10.69% Basic Materials 6.73% Health Care 5.91% Energy 4.25% Consumer Defensive 3.36% Utility 3.33% Communication Services 2.09% Real Estate 1.42% Asset Allocation
Asset Class Value Cash 0.38% Equity 99.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK5% ₹213 Cr 1,162,500 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK4% ₹156 Cr 1,155,500 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY3% ₹122 Cr 774,900 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE3% ₹121 Cr 951,812 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT3% ₹105 Cr 301,450 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN2% ₹85 Cr 1,291,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL2% ₹81 Cr 467,000 State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN2% ₹76 Cr 984,432 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT2% ₹73 Cr 133,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 5002512% ₹69 Cr 128,900 5. Aditya Birla Sun Life Tax Relief '96
CAGR/Annualized return of 10.6% since its launch. Ranked 4 in ELSS category. Return for 2024 was 16.4% , 2023 was 18.9% and 2022 was -1.4% . Aditya Birla Sun Life Tax Relief '96
Growth Launch Date 6 Mar 08 NAV (29 Apr 25) ₹56.52 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹14,462 on 31 Mar 25 Category Equity - ELSS AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 0.09 Information Ratio -1.18 Alpha Ratio 0.72 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹15,540 31 Mar 22 ₹16,163 31 Mar 23 ₹15,456 31 Mar 24 ₹20,514 31 Mar 25 ₹21,993 Returns for Aditya Birla Sun Life Tax Relief '96
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 3.3% 3 Month 4.4% 6 Month -3.6% 1 Year 6.5% 3 Year 12.2% 5 Year 15.4% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 16.4% 2023 18.9% 2022 -1.4% 2021 12.7% 2020 15.2% 2019 4.3% 2018 -4.5% 2017 43.2% 2016 3.4% 2015 9.2% Fund Manager information for Aditya Birla Sun Life Tax Relief '96
Name Since Tenure Dhaval Shah 31 Oct 24 0.41 Yr. Dhaval Joshi 21 Nov 22 2.36 Yr. Data below for Aditya Birla Sun Life Tax Relief '96 as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 27.77% Consumer Cyclical 13.94% Health Care 10.53% Industrials 10.26% Basic Materials 9.47% Technology 8.05% Consumer Defensive 6.42% Energy 6.21% Communication Services 3.77% Utility 1.4% Real Estate 0.6% Asset Allocation
Asset Class Value Cash 1.59% Equity 98.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK9% ₹1,232 Cr 9,137,798 Infosys Ltd (Technology)
Equity, Since 30 Jun 08 | INFY5% ₹727 Cr 4,631,429 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK5% ₹716 Cr 3,915,495 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | 5322154% ₹558 Cr 5,060,879 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 22 | BHARTIARTL4% ₹545 Cr 3,146,277 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jan 20 | 5328434% ₹534 Cr 7,646,735 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE3% ₹479 Cr 3,760,426
↓ -1,360,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 08 | LT3% ₹455 Cr 1,301,782
↓ -65,000 State Bank of India (Financial Services)
Equity, Since 31 Jan 22 | SBIN3% ₹373 Cr 4,828,465 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 24 | 5403762% ₹346 Cr 846,575
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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