8 بہترین ELSS ٹیکس بچانے والے میوچل فنڈز 2022

Updated on March 30, 2026 , 65436 views

مالی سال کے اختتام کے ساتھ، یہ آپ کے شروع کرنے کا وقت ہےٹیکس پلاننگ. ہندوستان میں ٹیکس کی بچت کے بہت سے اختیارات کے ساتھ،ای ایل ایس ایس سب سے بہتر ہے کیونکہ وہ ٹیکس کی بچت سے زیادہ فوائد پیش کرتے ہیں۔

ELSS یا Equity Linked Saving Schemes 3 سال کے لاک ان پیریڈ کے ساتھ آتی ہیں، جو کہ دیگر تمام ٹیکس بچتوں کے مقابلے میں سب سے کم ہولڈنگ ہے۔ کی طرف سےسرمایہ کاری ELSS میں، کوئی INR 1,50 تک کی کٹوتی حاصل کر سکتا ہے،000 ان کے قابل ٹیکس سےآمدنی کے مطابقسیکشن 80 سی کیانکم ٹیکس ایکٹ جیسا کہ، ELSS فنڈز ایکویٹی متنوع ہوتے ہیں جس میں فنڈ کا ایک بڑا حصہ ایکویٹی اور متعلقہ مصنوعات میں لگایا جاتا ہے، یہ ایکویٹی ریٹرن بھی فراہم کرتے ہیں۔ اس کا مطلب یہ ہے کہ سرمایہ کار اپنی سرمایہ کاری پر ایکویٹی منافع بھی حاصل کر سکتے ہیں۔

اس سے پہلے کہ ہم اس اسکیم کی کچھ دیگر اہم خصوصیات کو دیکھیں، آئیے بہترین ELSS ٹیکس کی بچت کو دیکھتے ہیں۔باہمی چندہ 2022-2023 کے لیے۔

ٹیکس کی بچت کے لیے ELSS کا انتخاب کیوں کریں؟

ELSS کے دوسرے بڑے فوائد یہ ہیں:

ٹیکس فری ریٹرن

بجٹ 2018 کے مطابق، ELSS طویل مدتی کو راغب کرے گا۔سرمایہ فوائد (LTCG)۔ طویل مدتی کے تحت سرمایہ کاروں پر 10% (بغیر اشاریہ کے) ٹیکس لگایا جائے گا۔سرمایہ حاصل ٹیکس INR 1 لاکھ تک کے منافع ٹیکس سے پاک ہیں۔ INR 1 لاکھ سے زیادہ کے منافع پر 10% ٹیکس لاگو ہوتا ہے۔

کم از کم سرمایہ کاری کی رقم

ایک لے کرگھونٹ راستے میں، سرمایہ کار کم از کم INR 500 تک کی سرمایہ کاری کر سکتے ہیں۔ یہ فرد کو اجازت دیتا ہے۔پیسے بچانا یکمشت کے بجائے ہر ماہ۔

ایکویٹی ریٹرن

چونکہ یہ میوچل فنڈز ایکویٹی سے متعلقہ آلات میں سرمایہ کاری کرتے ہیں، اس لیے آپ جو پیسہ لگاتے ہیں وہ اسٹاک کے طور پر بڑھتا ہے۔مارکیٹ بڑھتا ہے لہذا، ELSS فنڈز میں فوائد زیادہ ہیں۔

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بہترین کارکردگی کا مظاہرہ کرنے والا ELSS ٹیکس بچانے والا میوچل فنڈز FY 22 - 23

Fund	NAV	Net Assets (Cr)	Rating	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
HDFC Long Term Advantage Fund Growth	₹595.168 ↑ 0.28	₹1,318	☆☆☆	1.2	15.4	35.5	20.6	17.4
Motilal Oswal Long Term Equity Fund Growth	₹47.1041 ↑ 1.29	₹4,175	Not Rated	-6.6	-8.8	4.9	20.7	16	-9.1
Nippon India Tax Saver Fund (ELSS) Growth	₹119.129 ↑ 2.34	₹14,959	☆☆☆	-9	-6.9	2	15.6	13.5	6
BOI AXA Tax Advantage Fund Growth	₹148.93 ↑ 2.85	₹1,384	☆☆☆	-7.4	-5.6	0.4	15.3	13.4	-3.5
Franklin India Taxshield Growth	₹1,313.79 ↑ 22.48	₹6,407	☆☆	-12.4	-9.8	-3.1	14.7	13.1	2.1
Bandhan Tax Advantage (ELSS) Fund Growth	₹140.183 ↑ 2.44	₹7,056	☆☆☆☆☆	-11.9	-7.3	0.3	12.4	13	8
JM Tax Gain Fund Growth	₹43.068 ↑ 0.87	₹217	☆☆☆	-13.8	-11.2	-2.4	15.5	12.9	2.5
Tata India Tax Savings Fund Growth	₹41.3359 ↑ 0.79	₹4,674	☆☆☆☆☆	-10.8	-6	1.8	13.6	12	4.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 22

Research Highlights & Commentary of 8 Funds showcased

Commentary	HDFC Long Term Advantage Fund	Motilal Oswal Long Term Equity Fund	Nippon India Tax Saver Fund (ELSS)	BOI AXA Tax Advantage Fund	Franklin India Taxshield	Bandhan Tax Advantage (ELSS) Fund	JM Tax Gain Fund	Tata India Tax Savings Fund
Point 1	Bottom quartile AUM (₹1,318 Cr).	Lower mid AUM (₹4,175 Cr).	Highest AUM (₹14,959 Cr).	Lower mid AUM (₹1,384 Cr).	Upper mid AUM (₹6,407 Cr).	Top quartile AUM (₹7,056 Cr).	Bottom quartile AUM (₹217 Cr).	Upper mid AUM (₹4,674 Cr).
Point 2	Established history (25+ yrs).	Established history (11+ yrs).	Established history (20+ yrs).	Established history (17+ yrs).	Oldest track record among peers (26 yrs).	Established history (17+ yrs).	Established history (18+ yrs).	Established history (11+ yrs).
Point 3	Rating: 3★ (upper mid).	Not Rated.	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Top rated.	Rating: 3★ (lower mid).	Rating: 5★ (top 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.
Point 5	5Y return: 17.39% (top quartile).	5Y return: 16.03% (top quartile).	5Y return: 13.47% (upper mid).	5Y return: 13.44% (upper mid).	5Y return: 13.13% (lower mid).	5Y return: 12.98% (lower mid).	5Y return: 12.93% (bottom quartile).	5Y return: 12.03% (bottom quartile).
Point 6	3Y return: 20.64% (top quartile).	3Y return: 20.68% (top quartile).	3Y return: 15.55% (upper mid).	3Y return: 15.35% (lower mid).	3Y return: 14.68% (lower mid).	3Y return: 12.41% (bottom quartile).	3Y return: 15.49% (upper mid).	3Y return: 13.63% (bottom quartile).
Point 7	1Y return: 35.51% (top quartile).	1Y return: 4.92% (top quartile).	1Y return: 2.04% (upper mid).	1Y return: 0.37% (lower mid).	1Y return: -3.07% (bottom quartile).	1Y return: 0.27% (lower mid).	1Y return: -2.38% (bottom quartile).	1Y return: 1.81% (upper mid).
Point 8	Alpha: 1.75 (upper mid).	Alpha: -3.97 (bottom quartile).	Alpha: 2.08 (top quartile).	Alpha: 0.34 (upper mid).	Alpha: -3.86 (lower mid).	Alpha: -0.03 (lower mid).	Alpha: -4.18 (bottom quartile).	Alpha: 2.29 (top quartile).
Point 9	Sharpe: 2.27 (top quartile).	Sharpe: 0.64 (lower mid).	Sharpe: 1.16 (upper mid).	Sharpe: 0.92 (lower mid).	Sharpe: 0.62 (bottom quartile).	Sharpe: 0.99 (upper mid).	Sharpe: 0.59 (bottom quartile).	Sharpe: 1.18 (top quartile).
Point 10	Information ratio: -0.15 (lower mid).	Information ratio: 0.36 (top quartile).	Information ratio: 0.33 (top quartile).	Information ratio: 0.10 (lower mid).	Information ratio: 0.27 (upper mid).	Information ratio: -0.45 (bottom quartile).	Information ratio: 0.22 (upper mid).	Information ratio: -0.21 (bottom quartile).

HDFC Long Term Advantage Fund

Bottom quartile AUM (₹1,318 Cr).
Established history (25+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.39% (top quartile).
3Y return: 20.64% (top quartile).
1Y return: 35.51% (top quartile).
Alpha: 1.75 (upper mid).
Sharpe: 2.27 (top quartile).
Information ratio: -0.15 (lower mid).

Motilal Oswal Long Term Equity Fund

Lower mid AUM (₹4,175 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 16.03% (top quartile).
3Y return: 20.68% (top quartile).
1Y return: 4.92% (top quartile).
Alpha: -3.97 (bottom quartile).
Sharpe: 0.64 (lower mid).
Information ratio: 0.36 (top quartile).

Nippon India Tax Saver Fund (ELSS)

Highest AUM (₹14,959 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.47% (upper mid).
3Y return: 15.55% (upper mid).
1Y return: 2.04% (upper mid).
Alpha: 2.08 (top quartile).
Sharpe: 1.16 (upper mid).
Information ratio: 0.33 (top quartile).

BOI AXA Tax Advantage Fund

Lower mid AUM (₹1,384 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.44% (upper mid).
3Y return: 15.35% (lower mid).
1Y return: 0.37% (lower mid).
Alpha: 0.34 (upper mid).
Sharpe: 0.92 (lower mid).
Information ratio: 0.10 (lower mid).

Franklin India Taxshield

Upper mid AUM (₹6,407 Cr).
Oldest track record among peers (26 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.13% (lower mid).
3Y return: 14.68% (lower mid).
1Y return: -3.07% (bottom quartile).
Alpha: -3.86 (lower mid).
Sharpe: 0.62 (bottom quartile).
Information ratio: 0.27 (upper mid).

Bandhan Tax Advantage (ELSS) Fund

Top quartile AUM (₹7,056 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.98% (lower mid).
3Y return: 12.41% (bottom quartile).
1Y return: 0.27% (lower mid).
Alpha: -0.03 (lower mid).
Sharpe: 0.99 (upper mid).
Information ratio: -0.45 (bottom quartile).

JM Tax Gain Fund

Bottom quartile AUM (₹217 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.93% (bottom quartile).
3Y return: 15.49% (upper mid).
1Y return: -2.38% (bottom quartile).
Alpha: -4.18 (bottom quartile).
Sharpe: 0.59 (bottom quartile).
Information ratio: 0.22 (upper mid).

Tata India Tax Savings Fund

Upper mid AUM (₹4,674 Cr).
Established history (11+ yrs).
Rating: 5★ (top quartile).
Risk profile: Moderately High.
5Y return: 12.03% (bottom quartile).
3Y return: 13.63% (bottom quartile).
1Y return: 1.81% (upper mid).
Alpha: 2.29 (top quartile).
Sharpe: 1.18 (top quartile).
Information ratio: -0.21 (bottom quartile).

*اوپر ELSS کی فہرست ہے -ایکویٹی میوچل فنڈز کے درمیان خالص اثاثے ہیں۔100 - 15000 پچھلے 3 سالوں سے کروڑ اور اثاثوں کا انتظام۔ پچھلے 5 سالوں کے ریٹرن پر ترتیب دیا گیا۔سالانہ/سی اے جی آر بنیاد.

ELSS فنڈ میں کون سرمایہ کاری کر سکتا ہے؟

عام طور پر، ELSS میوچل فنڈز ہر قسم کے سرمایہ کاروں کے لیے موزوں ہوتے ہیں جو ٹیکس کی منصوبہ بندی اور پیسے بچانے کے لیے مارکیٹ سے منسلک خطرات مول لینے کے لیے تیار ہیں۔ 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 بچائیں اور سرمایہ کاری کر کے ایک ہی وقت میں اچھے منافع کمائیں۔بہترین elss فنڈز. 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 SIP (سسٹمیٹک) کے یکمشت (ایک بار) کے طور پر سرمایہ کاری کر سکتے ہیں۔سرمایہ 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۔

1. HDFC Long Term Advantage Fund

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

Bottom quartile AUM (₹1,318 Cr).
Established history (25+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.39% (top quartile).
3Y return: 20.64% (top quartile).
1Y return: 35.51% (top quartile).
Alpha: 1.75 (upper mid).
Sharpe: 2.27 (top quartile).
Information ratio: -0.15 (lower mid).

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.

Date	Value
31 Mar 21	₹10,000

HDFC Long Term Advantage Fund SIP 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 14 Jan 22

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

2. 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.

Research Highlights for Motilal Oswal Long Term Equity Fund

Lower mid AUM (₹4,175 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 16.03% (top quartile).
3Y return: 20.68% (top quartile).
1Y return: 4.92% (top quartile).
Alpha: -3.97 (bottom quartile).
Sharpe: 0.64 (lower mid).
Information ratio: 0.36 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Multi Commodity Exchange of India Ltd (~7.6%).

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 (01 Apr 26)	₹47.1041 ↑ 1.29 (2.81 %)
Net Assets (Cr)	₹4,175 on 28 Feb 26
Category	Equity - ELSS
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.65
Sharpe Ratio	0.64
Information Ratio	0.36
Alpha Ratio	-3.97
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹11,399
31 Mar 23	₹12,076
31 Mar 24	₹18,608
31 Mar 25	₹20,581
31 Mar 26	₹20,643

Motilal Oswal Long Term Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 14 Jan 22

Duration	Returns
1 Month	-2.6%
3 Month	-6.6%
6 Month	-8.8%
1 Year	4.9%
3 Year	20.7%
5 Year	16%
10 Year
15 Year
Since launch	14.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-9.1%
2023	47.7%
2022	37%
2021	1.8%
2020	32.1%
2019	8.8%
2018	13.2%
2017	-8.7%
2016	44%
2015	12.5%

Fund Manager information for Motilal Oswal Long Term Equity Fund

Name	Since	Tenure
Ajay Khandelwal	11 Dec 23	2.22 Yr.
Rakesh Shetty	22 Nov 22	3.27 Yr.
Atul Mehra	1 Oct 24	1.41 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	30.43%
Industrials	23.89%
Consumer Cyclical	17.17%
Basic Materials	10.09%
Technology	9.8%
Real Estate	3.41%
Health Care	2.99%
Consumer Defensive	1.24%

Asset Allocation

Asset Class	Value
Cash	0.97%
Equity	99.03%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 29 Feb 24 \| MCX	8%	₹317 Cr	1,296,040
Piramal Finance Ltd (Financial Services) Equity, Since 30 Sep 25 \| PIRAMALFIN	6%	₹264 Cr	1,518,583 ↑ 116,662
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Mar 24 \| AMBER	5%	₹207 Cr	259,006
Apar Industries Ltd (Industrials) Equity, Since 31 Dec 23 \| APARINDS	5%	₹206 Cr	184,366 ↓ -10,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Oct 23 \| 543320	5%	₹197 Cr	8,000,000
PTC Industries Ltd (Industrials) Equity, Since 30 Sep 24 \| 539006	5%	₹192 Cr	107,189 ↑ 4,558
Jain Resource Recycling Ltd (Basic Materials) Equity, Since 31 Oct 25 \| JAINREC	4%	₹188 Cr	4,743,065 ↑ 872,201
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Jun 25 \| MUTHOOTFIN	4%	₹183 Cr	546,874
Billionbrains Garage Ventures Ltd (Financial Services) Equity, Since 30 Nov 25 \| GROWW	4%	₹179 Cr	10,941,411
Waaree Energies Ltd (Technology) Equity, Since 31 Oct 24 \| 544277	4%	₹158 Cr	583,979

3. Nippon India Tax Saver Fund (ELSS)

The primary objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. However, there can be no assurance that the scheme’s investment objective shall be achieved.

Research Highlights for Nippon India Tax Saver Fund (ELSS)

Highest AUM (₹14,959 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.47% (upper mid).
3Y return: 15.55% (upper mid).
1Y return: 2.04% (upper mid).
Alpha: 2.08 (top quartile).
Sharpe: 1.16 (upper mid).
Information ratio: 0.33 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding ICICI Bank Ltd (~7.7%).

Below is the key information for Nippon India Tax Saver Fund (ELSS)

Nippon India Tax Saver Fund (ELSS) Growth
Launch Date	21 Sep 05
NAV (01 Apr 26)	₹119.129 ↑ 2.34 (2.01 %)
Net Assets (Cr)	₹14,959 on 28 Feb 26
Category	Equity - ELSS
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.7
Sharpe Ratio	1.16
Information Ratio	0.33
Alpha Ratio	2.08
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹12,383
31 Mar 23	₹12,357
31 Mar 24	₹17,574
31 Mar 25	₹18,922
31 Mar 26	₹18,692

Nippon India Tax Saver Fund (ELSS) SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Nippon India Tax Saver 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 14 Jan 22

Duration	Returns
1 Month	-8.2%
3 Month	-9%
6 Month	-6.9%
1 Year	2%
3 Year	15.6%
5 Year	13.5%
10 Year
15 Year
Since launch	12.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6%
2023	17.6%
2022	28.6%
2021	6.9%
2020	37.6%
2019	-0.4%
2018	1.5%
2017	-20.7%
2016	46%
2015	4.2%

Fund Manager information for Nippon India Tax Saver Fund (ELSS)

Name	Since	Tenure
Rupesh Patel	1 Jul 21	4.67 Yr.
Ritesh Rathod	19 Aug 24	1.53 Yr.
Kinjal Desai	25 May 18	7.77 Yr.
Lokesh Maru	5 Sep 25	0.48 Yr.
Divya Sharma	5 Sep 25	0.48 Yr.

Data below for Nippon India Tax Saver Fund (ELSS) as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	37.02%
Consumer Cyclical	12.21%
Industrials	10.8%
Consumer Defensive	9.51%
Utility	7.34%
Health Care	6.44%
Energy	5.36%
Communication Services	4.08%
Technology	3.96%
Basic Materials	2.56%

Asset Allocation

Asset Class	Value
Cash	0.71%
Equity	99.29%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 28 Feb 15 \| ICICIBANK	8%	₹1,144 Cr	8,300,000 ↑ 216,519
HDFC Bank Ltd (Financial Services) Equity, Since 29 Feb 20 \| HDFCBANK	7%	₹994 Cr	11,200,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 20 \| AXISBANK	5%	₹706 Cr	5,100,000
State Bank of India (Financial Services) Equity, Since 31 Dec 13 \| SBIN	4%	₹613 Cr	5,100,000 ↓ -300,000
NTPC Ltd (Utilities) Equity, Since 28 Feb 19 \| NTPC	4%	₹535 Cr	14,000,000
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| MOTHERSON	3%	₹511 Cr	38,319,861
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 20 \| RELIANCE	3%	₹509 Cr	3,650,000
Infosys Ltd (Technology) Equity, Since 31 Mar 20 \| INFY	3%	₹494 Cr	3,800,000 ↑ 300,000
TVS Holdings Ltd (Consumer Cyclical) Equity, Since 30 Jun 13 \| TVSHLTD	3%	₹429 Cr	284,018
Power Finance Corp Ltd (Financial Services) Equity, Since 30 Nov 22 \| PFC	3%	₹377 Cr	9,111,111

4. BOI AXA Tax Advantage Fund

The Scheme seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns.(There can be no assurance that the investment objectives of the Scheme will be realized.)

Research Highlights for BOI AXA Tax Advantage Fund

Lower mid AUM (₹1,384 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.44% (upper mid).
3Y return: 15.35% (lower mid).
1Y return: 0.37% (lower mid).
Alpha: 0.34 (upper mid).
Sharpe: 0.92 (lower mid).
Information ratio: 0.10 (lower mid).
Top sector: Financial Services.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~80%).
High-quality debt (AAA/AA ~100%).
Largest holding State Bank of India (~4.1%).

Below is the key information for BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund Growth
Launch Date	25 Feb 09
NAV (01 Apr 26)	₹148.93 ↑ 2.85 (1.95 %)
Net Assets (Cr)	₹1,384 on 28 Feb 26
Category	Equity - ELSS
AMC	BOI AXA Investment Mngrs Private Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.09
Sharpe Ratio	0.92
Information Ratio	0.1
Alpha Ratio	0.34
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹12,399
31 Mar 23	₹12,357
31 Mar 24	₹19,093
31 Mar 25	₹19,073
31 Mar 26	₹18,602

BOI AXA Tax Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 14 Jan 22

Duration	Returns
1 Month	-7%
3 Month	-7.4%
6 Month	-5.6%
1 Year	0.4%
3 Year	15.3%
5 Year	13.4%
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	3.84 Yr.

Data below for BOI AXA Tax Advantage Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	22.16%
Industrials	16.61%
Basic Materials	10.05%
Consumer Cyclical	7.27%
Consumer Defensive	7.16%
Utility	5.51%
Technology	3.94%
Communication Services	3.19%
Energy	2.27%
Health Care	1.86%
Real Estate	0.11%

Asset Allocation

Asset Class	Value
Cash	18.39%
Equity	80.13%
Debt	1.48%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 31 Oct 21 \| SBIN	4%	₹56 Cr	470,000 ↓ -194,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	3%	₹46 Cr	335,000 ↓ -20,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 10 \| HDFCBANK	3%	₹45 Cr	510,000 ↑ 72,468
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 24 \| BHARTIARTL	3%	₹44 Cr	235,000
ITC Ltd (Consumer Defensive) Equity, Since 30 Jun 25 \| ITC	3%	₹42 Cr	1,340,000 ↑ 220,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 Jul 23 \| HAL	3%	₹41 Cr	105,000
NTPC Ltd (Utilities) Equity, Since 30 Apr 22 \| NTPC	3%	₹36 Cr	955,000
Coromandel International Ltd (Basic Materials) Equity, Since 31 Jan 23 \| COROMANDEL	3%	₹35 Cr	157,000
HEG Ltd (Industrials) Equity, Since 31 Dec 22 \| HEG	2%	₹34 Cr	580,000
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 30 Apr 25 \| ADANIPORTS	2%	₹33 Cr	214,000

5. Franklin India Taxshield

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

Upper mid AUM (₹6,407 Cr).
Oldest track record among peers (26 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.13% (lower mid).
3Y return: 14.68% (lower mid).
1Y return: -3.07% (bottom quartile).
Alpha: -3.86 (lower mid).
Sharpe: 0.62 (bottom quartile).
Information ratio: 0.27 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~9.0%).

Below is the key information for Franklin India Taxshield

Franklin India Taxshield Growth
Launch Date	10 Apr 99
NAV (01 Apr 26)	₹1,313.79 ↑ 22.48 (1.74 %)
Net Assets (Cr)	₹6,407 on 28 Feb 26
Category	Equity - ELSS
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.81
Sharpe Ratio	0.62
Information Ratio	0.27
Alpha Ratio	-3.86
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹12,147
31 Mar 23	₹12,461
31 Mar 24	₹18,066
31 Mar 25	₹19,677
31 Mar 26	₹18,474

Franklin India Taxshield SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Franklin India Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

Duration	Returns
1 Month	-9.4%
3 Month	-12.4%
6 Month	-9.8%
1 Year	-3.1%
3 Year	14.7%
5 Year	13.1%
10 Year
15 Year
Since launch	19.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	2.1%
2023	22.4%
2022	31.2%
2021	5.4%
2020	36.7%
2019	9.8%
2018	5.1%
2017	-3%
2016	29.1%
2015	4.7%

Fund Manager information for Franklin India Taxshield

Name	Since	Tenure
R. Janakiraman	2 May 16	9.83 Yr.
Rajasa Kakulavarapu	1 Dec 23	2.25 Yr.

Data below for Franklin India Taxshield as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	33.98%
Industrials	14.59%
Consumer Cyclical	9.16%
Technology	8.19%
Basic Materials	6.77%
Consumer Defensive	6.34%
Health Care	4.38%
Utility	3.84%
Communication Services	3.5%
Energy	3.2%
Real Estate	1.32%

Asset Allocation

Asset Class	Value
Cash	4.71%
Equity	95.29%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFCBANK	9%	₹579 Cr	6,520,834
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	7%	₹455 Cr	3,297,903
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 19 \| LT	6%	₹378 Cr	883,853
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| AXISBANK	5%	₹343 Cr	2,477,634
State Bank of India (Financial Services) Equity, Since 31 Aug 15 \| SBIN	5%	₹340 Cr	2,833,344
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	4%	₹244 Cr	1,876,441
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 07 \| BHARTIARTL	3%	₹224 Cr	1,192,303 ↓ -229,268
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Nov 17 \| KOTAKBANK	3%	₹207 Cr	4,981,055
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹205 Cr	1,472,922
HCL Technologies Ltd (Technology) Equity, Since 31 Oct 21 \| HCLTECH	3%	₹203 Cr	1,462,587

6. Bandhan Tax Advantage (ELSS) Fund

The investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related securities. There can be no assurance that the investment objective of the scheme will be realised.

Research Highlights for Bandhan Tax Advantage (ELSS) Fund

Top quartile AUM (₹7,056 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.98% (lower mid).
3Y return: 12.41% (bottom quartile).
1Y return: 0.27% (lower mid).
Alpha: -0.03 (lower mid).
Sharpe: 0.99 (upper mid).
Information ratio: -0.45 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding HDFC Bank Ltd (~7.7%).

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

Bandhan Tax Advantage (ELSS) Fund Growth
Launch Date	26 Dec 08
NAV (01 Apr 26)	₹140.183 ↑ 2.44 (1.77 %)
Net Assets (Cr)	₹7,056 on 28 Feb 26
Category	Equity - ELSS
AMC	IDFC Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.74
Sharpe Ratio	0.99
Information Ratio	-0.45
Alpha Ratio	-0.03
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹13,119
31 Mar 23	₹13,213
31 Mar 24	₹18,398
31 Mar 25	₹18,911
31 Mar 26	₹18,440

Bandhan Tax Advantage (ELSS) Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Bandhan Tax Advantage (ELSS) Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

Duration	Returns
1 Month	-9%
3 Month	-11.9%
6 Month	-7.3%
1 Year	0.3%
3 Year	12.4%
5 Year	13%
10 Year
15 Year
Since launch	16.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8%
2023	13.1%
2022	28.3%
2021	4.2%
2020	49.2%
2019	18.7%
2018	1.9%
2017	-9.4%
2016	53.4%
2015	0.4%

Fund Manager information for Bandhan Tax Advantage (ELSS) Fund

Name	Since	Tenure
Daylynn Pinto	20 Oct 16	9.36 Yr.
Ritika Behera	7 Oct 23	2.4 Yr.
Gaurav Satra	10 Jun 24	1.72 Yr.

Data below for Bandhan Tax Advantage (ELSS) Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	33.81%
Consumer Cyclical	9.68%
Basic Materials	8.62%
Consumer Defensive	8.33%
Technology	8.14%
Energy	7.71%
Health Care	6.21%
Industrials	5.01%
Communication Services	2.61%
Utility	2.55%
Real Estate	1.95%

Asset Allocation

Asset Class	Value
Cash	5.38%
Equity	94.62%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 14 \| HDFCBANK	8%	₹542 Cr	6,100,000 ↑ 100,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jul 18 \| RELIANCE	7%	₹460 Cr	3,300,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 16 \| ICICIBANK	5%	₹372 Cr	2,700,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| KOTAKBANK	5%	₹328 Cr	7,900,000 ↑ 400,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Oct 21 \| TCS	3%	₹224 Cr	850,000 ↓ -250,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 21 \| AXISBANK	3%	₹208 Cr	1,500,000
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Mar 18 \| JINDALSTEL	2%	₹168 Cr	1,350,000
State Bank of India (Financial Services) Equity, Since 30 Jun 20 \| SBIN	2%	₹162 Cr	1,350,000 ↓ -350,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 20 \| BHARTIARTL	2%	₹151 Cr	801,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| MARUTI	2%	₹149 Cr	100,000

7. 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.

Research Highlights for JM Tax Gain Fund

Bottom quartile AUM (₹217 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.93% (bottom quartile).
3Y return: 15.49% (upper mid).
1Y return: -2.38% (bottom quartile).
Alpha: -4.18 (bottom quartile).
Sharpe: 0.59 (bottom quartile).
Information ratio: 0.22 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding HDFC Bank Ltd (~4.0%).

Below is the key information for JM Tax Gain Fund

JM Tax Gain Fund Growth
Launch Date	31 Mar 08
NAV (01 Apr 26)	₹43.068 ↑ 0.87 (2.05 %)
Net Assets (Cr)	₹217 on 28 Feb 26
Category	Equity - ELSS
AMC	JM Financial Asset Management Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.37
Sharpe Ratio	0.59
Information Ratio	0.22
Alpha Ratio	-4.18
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹12,128
31 Mar 23	₹12,034
31 Mar 24	₹17,400
31 Mar 25	₹19,224
31 Mar 26	₹18,165

JM Tax Gain Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 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 14 Jan 22

Duration	Returns
1 Month	-8.7%
3 Month	-13.8%
6 Month	-11.2%
1 Year	-2.4%
3 Year	15.5%
5 Year	12.9%
10 Year
15 Year
Since launch	8.4%

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	1.41 Yr.
Asit Bhandarkar	31 Dec 21	4.16 Yr.
Ruchi Fozdar	4 Oct 24	1.4 Yr.
Deepak Gupta	11 Apr 25	0.89 Yr.

Data below for JM Tax Gain Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	28.74%
Consumer Cyclical	16.59%
Industrials	11.66%
Technology	9.81%
Basic Materials	9.25%
Health Care	8.13%
Consumer Defensive	3.8%
Energy	3.43%
Real Estate	3.21%
Communication Services	2.85%

Asset Allocation

Asset Class	Value
Cash	2.52%
Equity	97.48%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 11 \| HDFCBANK	4%	₹9 Cr	98,262
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 10 \| LT	4%	₹8 Cr	18,447 ↓ -1,200
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 25 \| RELIANCE	3%	₹7 Cr	53,400
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 22 \| ICICIBANK	3%	₹7 Cr	48,500
Karur Vysya Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| KARURVYSYA	3%	₹6 Cr	199,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 24 \| BHARTIARTL	3%	₹6 Cr	32,950
Lupin Ltd (Healthcare) Equity, Since 31 May 25 \| LUPIN	3%	₹6 Cr	25,000
Travel Food Services Ltd (Consumer Cyclical) Equity, Since 31 Jul 25 \| TRAVELFOOD	3%	₹6 Cr	45,598 ↓ -4,000
Polycab India Ltd (Industrials) Equity, Since 31 Jul 25 \| POLYCAB	3%	₹6 Cr	6,500
Vedanta Ltd (Basic Materials) Equity, Since 31 Oct 25 \| VEDL	2%	₹5 Cr	75,500

8. Tata India Tax Savings Fund

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

Upper mid AUM (₹4,674 Cr).
Established history (11+ yrs).
Rating: 5★ (top quartile).
Risk profile: Moderately High.
5Y return: 12.03% (bottom quartile).
3Y return: 13.63% (bottom quartile).
1Y return: 1.81% (upper mid).
Alpha: 2.29 (top quartile).
Sharpe: 1.18 (top quartile).
Information ratio: -0.21 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding HDFC Bank Ltd (~6.5%).

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund Growth
Launch Date	13 Oct 14
NAV (01 Apr 26)	₹41.3359 ↑ 0.79 (1.94 %)
Net Assets (Cr)	₹4,674 on 28 Feb 26
Category	Equity - ELSS
AMC	Tata Asset Management Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.83
Sharpe Ratio	1.18
Information Ratio	-0.21
Alpha Ratio	2.29
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹12,160
31 Mar 23	₹12,153
31 Mar 24	₹16,152
31 Mar 25	₹17,712
31 Mar 26	₹17,493

Tata India Tax Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Tata India Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

Duration	Returns
1 Month	-9.7%
3 Month	-10.8%
6 Month	-6%
1 Year	1.8%
3 Year	13.6%
5 Year	12%
10 Year
15 Year
Since launch	13.2%

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	4.21 Yr.

Data below for Tata India Tax Savings Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	34.89%
Industrials	14.23%
Consumer Cyclical	13.29%
Basic Materials	6.89%
Health Care	5.67%
Energy	5.14%
Communication Services	4.84%
Technology	4.77%
Utility	2.82%
Real Estate	1.93%
Consumer Defensive	0.94%

Asset Allocation

Asset Class	Value
Cash	4.59%
Equity	95.41%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 10 \| HDFCBANK	7%	₹304 Cr	3,425,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| ICICIBANK	6%	₹290 Cr	2,100,000
State Bank of India (Financial Services) Equity, Since 30 Nov 18 \| SBIN	5%	₹245 Cr	2,040,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Nov 21 \| 890157	5%	₹226 Cr	1,426,428
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 18 \| RELIANCE	4%	₹188 Cr	1,350,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 16 \| LT	3%	₹151 Cr	352,147
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 30 Nov 22 \| MOTHERSON	3%	₹136 Cr	10,200,000
NTPC Ltd (Utilities) Equity, Since 30 Jun 21 \| NTPC	3%	₹132 Cr	3,451,000
Cummins India Ltd (Industrials) Equity, Since 31 Dec 20 \| CUMMINSIND	2%	₹113 Cr	230,000
Infosys Ltd (Technology) Equity, Since 30 Sep 18 \| INFY	2%	₹106 Cr	816,081 ↓ -75,000

ELSS SIP کیلکولیٹر

Know Your SIP Returns

Total investment amount is ₹720,000
expected amount after 5 Years is ₹1,074,189.
Net Profit of ₹354,189 Invest Now

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