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سیکشن 80C کے تحت 7 بہترین ELSS ٹیکس سیونگ فنڈز | Fincash.com

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سیکشن 80C کے تحت 7 بہترین ELSS ٹیکس سیونگ فنڈز

Updated on July 22, 2025 , 8793 views

یہ وہ وقت ہے جب ہر کوئی خوفزدہ کو بچانے کی تلاش میں ہے۔انکم ٹیکس. بہت سے سرمایہ کار اپنا پیسہ اسکیموں میں لگاتے ہیں۔باہمی چندہوغیرہ، اپنی محنت کی کمائی کو بچانے کے لیے۔ ٹیکس سیزن 2018 تیزی سے قریب آ رہا ہے، ہم آپ کے لیے بہترین لاتے ہیں۔ای ایل ایس ایس اپنی بچت کے لیے ٹیکس بچانے والے فنڈزآمدنی ٹیکس ای ایل ایس ایس یا ایکویٹی لنکڈ سیونگ سکیم ایک ہے۔ٹیکس کی بچت کی سرمایہ کاری جس کے ذریعے کوئی INR 1,50 تک کی کٹوتیاں حاصل کر سکتا ہے،000 ان سےقابل ٹیکس آمدنی کے مطابقسیکشن 80 سی انکم ٹیکس ایکٹ کے. ایکویٹی اور ٹیکس کی بچت کا امتزاج ہونے کے ناطے، ELSS اسکیم ایکویٹی کے لیے ایک بہترین گیٹ وے ہے۔ آپ جو پیسہ لگاتے ہیں وہ اسٹاک کے طور پر بڑھتا ہے۔مارکیٹ بڑھتا ہے لہذا، ایکویٹی لنکڈ سیونگ اسکیم میں فوائد زیادہ ہیں۔ اس سے پہلے، ہم اس فنڈ کے متعدد فوائد کو دیکھتے ہیں، آئیے سیکشن 80C کے تحت 7 بہترین ELSS ٹیکس بچانے والے فنڈز کو دیکھتے ہیں۔

سیکشن 80C کے تحت ELSS کے ذریعے ٹیکس کی بچت کے متعدد فوائد

ELSS سکیم دوہری فوائد حاصل کرنے کا ایک آسان طریقہ ہے – بچت کریں۔ٹیکس اور اسٹاک مارکیٹوں میں پیسہ بڑھائیں۔ اسی طرح اس کے بہت سے فائدے ہیں جیسے:

ELSS کے ذریعے ٹیکس کی بچت

ایکسرمایہ کار ٹیکس کے لیے اہل ہے۔کٹوتی سیکشن 80C کے تحت INR 1.5 لاکھ تک۔ INR 1,50,000 کی یہ سرمایہ کاری INR 46,350 تک ٹیکس بچا سکتی ہے۔ لیکن، یہ صرف ان سرمایہ کاروں کے لیے ہے جو 30% انکم ٹیکس بریکٹ میں ہیں۔ 20% کے انکم ٹیکس سلیب کے لیے یہ INR 30,000 ہے اور 5% سلیب کے لیے یہ INR 7,525 ہے۔

کم از کم اور زیادہ سے زیادہ سرمایہ کاری

سرمایہ کار کر سکتے ہیں۔میوچل فنڈز میں سرمایہ کاری کریں۔ دو طریقوں سے -گھونٹ اور یکمشت۔ ELSS میں سرمایہ کاری کے لیے SIP کے ذریعے سرمایہ کاری کرنے کی کم از کم رقم INR 500 ہے۔ اور یکمشت کے لیے یہ INR 5000 ہے۔

ELSS کا لاک ان پیریڈ

ELSS کا ایک اہم فائدہ یہ ہے کہ یہ ٹیکس بچانے کے دیگر اختیارات کے مقابلے میں 3 سال کی مختصر ترین لاک ان مدت کے ساتھ آتا ہے۔

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سیکشن 80C کے تحت بہترین ELSS میوچل فنڈز

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Long Term Equity Fund Growth ₹53.6741
↓ -0.05
₹4,50613.213.110.828.926.947.7
L&T Tax Advantage Fund Growth ₹135.79
↓ -0.81
₹4,2517.19.54.922.322.233
JM Tax Gain Fund Growth ₹48.7524
↓ -0.30
₹2095.97.9-0.621.724.229
IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04
₹4859.715.116.920.810
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28
₹1,3181.215.435.520.617.4
BOI AXA Tax Advantage Fund Growth ₹161.46
↓ -1.05
₹1,4325.35.4-620.623.621.6
BNP Paribas Long Term Equity Fund (ELSS) Growth ₹96.0813
↓ -0.42
₹9345.68.652019.523.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 25
*اوپر ایکویٹی لنکڈ سیونگ سیکیمز کی فہرست ہے جن کے درمیان خالص اثاثے زیادہ ہیں۔100 - 5,000 کروڑ اور 1 سال سے زیادہ کے لیے فنڈز کا انتظام کیا ہے اور حصہ کی سالانہ واپسی پر ترتیب دیا ہے۔3 سال.

1. Motilal Oswal Long Term Equity Fund

(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.

Motilal Oswal Long Term Equity Fund is a Equity - ELSS fund was launched on 21 Jan 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.3% since its launch.  Return for 2024 was 47.7% , 2023 was 37% and 2022 was 1.8% .

Below is the key information for Motilal Oswal Long Term Equity Fund

Motilal Oswal Long Term Equity Fund
Growth
Launch Date 21 Jan 15
NAV (24 Jul 25) ₹53.6741 ↓ -0.05   (-0.10 %)
Net Assets (Cr) ₹4,506 on 30 Jun 25
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 0.74
Sharpe Ratio 0.26
Information Ratio 1.02
Alpha Ratio 6.93
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,667
30 Jun 22₹14,668
30 Jun 23₹19,681
30 Jun 24₹31,051
30 Jun 25₹34,307

Motilal Oswal Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for Motilal Oswal Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 25

DurationReturns
1 Month 3.6%
3 Month 13.2%
6 Month 13.1%
1 Year 10.8%
3 Year 28.9%
5 Year 26.9%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ajay Khandelwal11 Dec 231.47 Yr.
Rakesh Shetty22 Nov 222.53 Yr.
Atul Mehra1 Oct 240.67 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials37.3%
Consumer Cyclical20.59%
Financial Services17.43%
Technology8.6%
Real Estate6.27%
Basic Materials5.67%
Health Care2.96%
Asset Allocation
Asset ClassValue
Cash1.18%
Equity98.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT
6%₹240 Cr425,260
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
5%₹236 Cr9,923,692
Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 23 | BDL
5%₹213 Cr1,056,315
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES
4%₹178 Cr297,751
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON
4%₹177 Cr24,702,337
Inox Wind Ltd (Industrials)
Equity, Since 31 Dec 23 | 539083
4%₹159 Cr8,173,777
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER
4%₹156 Cr240,350
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX
4%₹155 Cr235,083
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE
4%₹155 Cr1,055,205
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 24 | BEL
3%₹152 Cr3,950,000

2. L&T Tax Advantage Fund

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 CAGR/Annualized return of 14.4% since its launch.  Ranked 7 in ELSS category.  Return for 2024 was 33% , 2023 was 28.4% and 2022 was -3% .

Below is the key information for L&T Tax Advantage Fund

L&T Tax Advantage Fund
Growth
Launch Date 27 Feb 06
NAV (24 Jul 25) ₹135.79 ↓ -0.81   (-0.59 %)
Net Assets (Cr) ₹4,251 on 30 Jun 25
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.06
Information Ratio 0.68
Alpha Ratio 0.82
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,399
30 Jun 22₹14,532
30 Jun 23₹18,691
30 Jun 24₹27,170
30 Jun 25₹28,843

L&T 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 ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for L&T 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 24 Jul 25

DurationReturns
1 Month 1.3%
3 Month 7.1%
6 Month 9.5%
1 Year 4.9%
3 Year 22.3%
5 Year 22.2%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sonal Gupta21 Jul 213.87 Yr.
Abhishek Gupta1 Mar 241.25 Yr.

Data below for L&T Tax Advantage Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services25.6%
Consumer Cyclical19.92%
Industrials17.66%
Technology10.61%
Basic Materials5.73%
Health Care5.16%
Energy4.29%
Consumer Defensive3.36%
Utility3.04%
Communication Services2.1%
Real Estate1.48%
Asset Allocation
Asset ClassValue
Cash0.78%
Equity99.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
5%₹226 Cr1,162,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
4%₹167 Cr1,155,500
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
3%₹135 Cr951,812
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹121 Cr774,900
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
3%₹111 Cr301,450
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL
2%₹87 Cr467,000
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹83 Cr1,291,500
State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN
2%₹80 Cr984,432
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
2%₹75 Cr3,150,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT
2%₹75 Cr133,000

3. JM Tax Gain Fund

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.

JM Tax Gain Fund is a Equity - ELSS fund was launched on 31 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.6% since its launch.  Ranked 18 in ELSS category.  Return for 2024 was 29% , 2023 was 30.9% and 2022 was 0.5% .

Below is the key information for JM Tax Gain Fund

JM Tax Gain Fund
Growth
Launch Date 31 Mar 08
NAV (24 Jul 25) ₹48.7524 ↓ -0.30   (-0.62 %)
Net Assets (Cr) ₹209 on 30 Jun 25
Category Equity - ELSS
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio -0.24
Information Ratio 0.65
Alpha Ratio -3.63
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,986
30 Jun 22₹15,856
30 Jun 23₹20,731
30 Jun 24₹30,855
30 Jun 25₹31,236

JM Tax Gain Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for JM Tax Gain Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 25

DurationReturns
1 Month 2.3%
3 Month 5.9%
6 Month 7.9%
1 Year -0.6%
3 Year 21.7%
5 Year 24.2%
10 Year
15 Year
Since launch 9.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 29%
2023 30.9%
2022 0.5%
2021 32.2%
2020 18.3%
2019 14.9%
2018 -4.6%
2017 42.6%
2016 5.2%
2015 -0.6%
Fund Manager information for JM Tax Gain Fund
NameSinceTenure
Satish Ramanathan1 Oct 240.67 Yr.
Asit Bhandarkar31 Dec 213.42 Yr.
Ruchi Fozdar4 Oct 240.66 Yr.
Deepak Gupta11 Apr 250.14 Yr.

Data below for JM Tax Gain Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services29.82%
Consumer Cyclical13.16%
Technology11.93%
Basic Materials11.65%
Industrials11.44%
Health Care8.44%
Consumer Defensive3.73%
Communication Services2.87%
Utility2.14%
Energy1.1%
Real Estate1.03%
Asset Allocation
Asset ClassValue
Cash2.68%
Equity97.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK
6%₹11 Cr77,975
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
5%₹11 Cr28,947
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK
5%₹10 Cr49,131
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹6 Cr72,900
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | MARUTI
3%₹6 Cr4,706
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
3%₹6 Cr30,700
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | BAJAJ-AUTO
3%₹5 Cr6,300
OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE
3%₹5 Cr28,195
Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | INFY
3%₹5 Cr32,965
↓ -13,000
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 24 | CREDITACC
3%₹5 Cr43,600

4. IDBI Equity Advantage Fund

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.

IDBI Equity Advantage Fund is a Equity - ELSS fund was launched on 10 Sep 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 21 in ELSS category. .

Below is the key information for 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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹14,005
30 Jun 22₹13,878
30 Jun 23₹17,391

IDBI Equity 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 ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for IDBI Equity 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 24 Jul 25

DurationReturns
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
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for IDBI Equity Advantage Fund
NameSinceTenure

Data below for IDBI Equity Advantage Fund as on 30 Jun 23

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. HDFC Long Term Advantage Fund

To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments

HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.4% since its launch.  Ranked 23 in ELSS category. .

Below is the key information for 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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹16,322

HDFC Long Term 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 ₹470,047.
Net Profit of ₹170,047
Invest Now

Purchase not allowed

Returns for HDFC Long Term 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 24 Jul 25

DurationReturns
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
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for HDFC Long Term Advantage Fund
NameSinceTenure

Data below for HDFC Long Term Advantage Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. 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.)

BOI AXA Tax Advantage Fund is a Equity - ELSS fund was launched on 25 Feb 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.5% since its launch.  Ranked 13 in ELSS category.  Return for 2024 was 21.6% , 2023 was 34.8% and 2022 was -1.3% .

Below is the key information for BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund
Growth
Launch Date 25 Feb 09
NAV (24 Jul 25) ₹161.46 ↓ -1.05   (-0.65 %)
Net Assets (Cr) ₹1,432 on 30 Jun 25
Category Equity - ELSS
AMC BOI AXA Investment Mngrs Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio -0.47
Information Ratio 0.31
Alpha Ratio -9.32
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹17,492
30 Jun 22₹16,681
30 Jun 23₹21,090
30 Jun 24₹33,338
30 Jun 25₹31,637

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 ₹543,623.
Net Profit of ₹243,623
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 24 Jul 25

DurationReturns
1 Month 1%
3 Month 5.3%
6 Month 5.4%
1 Year -6%
3 Year 20.6%
5 Year 23.6%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 21.6%
2023 34.8%
2022 -1.3%
2021 41.5%
2020 31.2%
2019 14.6%
2018 -16.3%
2017 57.7%
2016 -1.2%
2015 2.1%
Fund Manager information for BOI AXA Tax Advantage Fund
NameSinceTenure
Alok Singh27 Apr 223.18 Yr.

Data below for BOI AXA Tax Advantage Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services26%
Industrials19.14%
Basic Materials15.82%
Technology7.68%
Utility6.54%
Consumer Cyclical5.43%
Consumer Defensive5.06%
Real Estate2.77%
Health Care2.66%
Communication Services2.47%
Energy1.38%
Asset Allocation
Asset ClassValue
Cash4.15%
Equity95.84%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN
5%₹68 Cr839,000
Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | VEDL
4%₹61 Cr1,412,000
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
4%₹56 Cr65,600
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
4%₹55 Cr285,000
↓ -70,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL
4%₹52 Cr105,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
3%₹44 Cr305,000
↓ -24,000
Prudent Corporate Advisory Services Ltd (Financial Services)
Equity, Since 31 Oct 23 | 543527
3%₹39 Cr132,407
Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 May 24 | 543349
3%₹37 Cr317,800
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 23 | COROMANDEL
3%₹36 Cr157,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL
2%₹35 Cr186,000

7. BNP Paribas Long Term Equity Fund (ELSS)

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.

BNP Paribas Long Term Equity Fund (ELSS) is a Equity - ELSS fund was launched on 5 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.3% since its launch.  Ranked 22 in ELSS category.  Return for 2024 was 23.6% , 2023 was 31.3% and 2022 was -2.1% .

Below is the key information for BNP Paribas Long Term Equity Fund (ELSS)

BNP Paribas Long Term Equity Fund (ELSS)
Growth
Launch Date 5 Jan 06
NAV (24 Jul 25) ₹96.0813 ↓ -0.42   (-0.43 %)
Net Assets (Cr) ₹934 on 30 Jun 25
Category Equity - ELSS
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 0.04
Information Ratio 0.16
Alpha Ratio 0.5
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹14,752
30 Jun 22₹13,984
30 Jun 23₹17,125
30 Jun 24₹24,331
30 Jun 25₹25,826

BNP Paribas Long Term Equity Fund (ELSS) SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for BNP Paribas Long Term Equity Fund (ELSS)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 25

DurationReturns
1 Month 1.9%
3 Month 5.6%
6 Month 8.6%
1 Year 5%
3 Year 20%
5 Year 19.5%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
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)
NameSinceTenure
Sanjay Chawla14 Mar 223.22 Yr.
Pratish Krishnan14 Mar 223.22 Yr.

Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services29.88%
Industrials12.49%
Consumer Cyclical10.72%
Technology9.37%
Health Care7.88%
Basic Materials6.88%
Consumer Defensive5.23%
Energy4.43%
Utility3.18%
Communication Services3.1%
Asset Allocation
Asset ClassValue
Cash6.84%
Equity93.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
7%₹64 Cr328,160
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | ICICIBANK
7%₹59 Cr411,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE
4%₹40 Cr284,200
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 19 | BHARTIARTL
3%₹28 Cr152,566
Infosys Ltd (Technology)
Equity, Since 29 Feb 24 | INFY
3%₹27 Cr173,000
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 23 | POWERINDIA
3%₹26 Cr13,566
↓ -700
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Apr 24 | MFSL
2%₹21 Cr143,000
↓ -15,000
Linde India Ltd (Basic Materials)
Equity, Since 31 Dec 22 | LINDEINDIA
2%₹21 Cr28,225
PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 543390
2%₹20 Cr113,300
State Bank of India (Financial Services)
Equity, Since 31 Mar 22 | SBIN
2%₹20 Cr243,000

Disclaimer:
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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