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6 بہترین پرفارمنگ ٹیکس سیونگ میوچل فنڈز 2022 | Fincash.com

فنکاش »باہمی چندہ »بہترین پرفارمنگ ٹیکس بچانے والے میوچل فنڈز

6 بہترین پرفارمنگ ٹیکس سیونگ میوچل فنڈز 2022

Updated on June 29, 2025 , 3545 views

ٹیکس کے موسم کے ساتھ، سرمایہ کار جو سرمایہ کاری کرتے ہیں۔ای ایل ایس ایس ہمیشہ ان فنڈز کو دیکھیں جو کہ میں بہترین کارکردگی کا مظاہرہ کر رہے ہیں۔مارکیٹ. چونکہ، بہت سارے سرمایہ کاروں کو بہت سے لوگوں میں سے ایک فنڈ کا انتخاب کرنا مشکل ہوتا ہے، اس لیے ہم یہاں ELSS زمرے میں کچھ بہترین اداکاروں کا مشورہ دینے کے لیے حاضر ہیں۔

سرمایہ کار ان فنڈز میں سرمایہ کاری کر سکتے ہیں اور اس کے تحت ہر سال 1.5 لاکھ روپے تک کی بچت کر سکتے ہیں۔سیکشن 80 سی کیانکم ٹیکس ایکٹ 1961۔ ELSS اسکیموں میں کم از کم 3 سال کا لاک ان پیریڈ ہوتا ہے۔ ہماری تجویز کردہ بہترین کارکردگی کے ساتھ ٹیکس کی بچتباہمی چندہ AUM جیسے کچھ اہم پیرامیٹرز کو انجام دے کر احتیاط سے شارٹ لسٹ کیا گیا ہے،نہیں ہیں، ماضی کی کارکردگی، وغیرہ

اس طرح، سرمایہ کار آسانی سے اپنی ٹیکس بچت کی منصوبہ بندی کر سکتے ہیں۔سرمایہ کاری ان فنڈز میں.

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Tax-Savings

بہترین پرفارمنگ ٹیکس بچانے والے میوچل فنڈز

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Tata India Tax Savings Fund Growth ₹44.9796
↑ 0.01
₹4,58210.81.94.22122.619.5
IDFC Tax Advantage (ELSS) Fund Growth ₹154.076
↑ 0.18
₹6,95510.24.12.120.626.813.1
L&T Tax Advantage Fund Growth ₹136.68
↓ 0.00
₹4,12912.60.15.325.923.433
Principal Tax Savings Fund Growth ₹513.61
↓ -0.56
₹1,35910.74.14.919.822.715.8
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28
₹1,3181.215.435.520.617.4
Sundaram Diversified Equity Fund Growth ₹222.871
↓ -0.36
₹1,48810.83.94.718.221.312
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jul 25
*ٹیکس بچانے والے میوچل فنڈز کی فہرست جن کے خالص اثاثے 1000 کروڑ سے 10 کے درمیان ہیں،000 کروڑ۔

1. 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..

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 CAGR/Annualized return of 15.1% since its launch.  Ranked 1 in ELSS category.  Return for 2024 was 19.5% , 2023 was 24% and 2022 was 5.9% .

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund
Growth
Launch Date 13 Oct 14
NAV (01 Jul 25) ₹44.9796 ↑ 0.01   (0.02 %)
Net Assets (Cr) ₹4,582 on 31 May 25
Category Equity - ELSS
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 0.3
Information Ratio -0.16
Alpha Ratio 1.85
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₹15,382
30 Jun 22₹15,779
30 Jun 23₹19,459
30 Jun 24₹26,547
30 Jun 25₹27,936

Tata India Tax Savings 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 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 1 Jul 25

DurationReturns
1 Month 3.1%
3 Month 10.8%
6 Month 1.9%
1 Year 4.2%
3 Year 21%
5 Year 22.6%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sailesh Jain16 Dec 213.46 Yr.
Tejas Gutka9 Mar 214.23 Yr.

Data below for Tata India Tax Savings Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services34.16%
Consumer Cyclical14.48%
Industrials13.79%
Basic Materials6.69%
Technology6.67%
Energy5.44%
Communication Services4.1%
Health Care3.25%
Utility2.51%
Real Estate2.5%
Consumer Defensive0.99%
Asset Allocation
Asset ClassValue
Cash5.4%
Equity94.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK
7%₹335 Cr1,725,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
7%₹307 Cr2,125,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
4%₹192 Cr1,350,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
4%₹181 Cr1,160,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN
4%₹177 Cr2,175,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
4%₹174 Cr940,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | AXISBANK
3%₹155 Cr1,300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT
3%₹129 Cr352,147
NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | NTPC
3%₹115 Cr3,451,000
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON
2%₹104 Cr6,800,000

2. IDFC 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.

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 CAGR/Annualized return of 18% since its launch.  Ranked 3 in ELSS category.  Return for 2024 was 13.1% , 2023 was 28.3% and 2022 was 4.2% .

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

IDFC Tax Advantage (ELSS) Fund
Growth
Launch Date 26 Dec 08
NAV (01 Jul 25) ₹154.076 ↑ 0.18   (0.12 %)
Net Assets (Cr) ₹6,955 on 31 May 25
Category Equity - ELSS
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 0.04
Information Ratio -0.26
Alpha Ratio -2.02
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₹18,330
30 Jun 22₹18,706
30 Jun 23₹23,871
30 Jun 24₹31,978
30 Jun 25₹32,869

IDFC Tax Advantage (ELSS) 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 IDFC 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 1 Jul 25

DurationReturns
1 Month 3.1%
3 Month 10.2%
6 Month 4.1%
1 Year 2.1%
3 Year 20.6%
5 Year 26.8%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Daylynn Pinto20 Oct 168.62 Yr.
Ritika Behera7 Oct 231.65 Yr.
Gaurav Satra10 Jun 240.98 Yr.

Data below for IDFC Tax Advantage (ELSS) Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services32.39%
Consumer Cyclical9.66%
Basic Materials9.11%
Technology8.32%
Consumer Defensive8.1%
Energy7.66%
Health Care6.57%
Industrials5.94%
Communication Services2.67%
Real Estate1.61%
Utility1.13%
Asset Allocation
Asset ClassValue
Cash6.45%
Equity93.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
8%₹554 Cr2,850,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
7%₹469 Cr3,300,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK
6%₹390 Cr2,700,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | AXISBANK
5%₹346 Cr2,900,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS
4%₹294 Cr850,000
↑ 25,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY
3%₹211 Cr1,350,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK
3%₹207 Cr1,000,000
↑ 225,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
3%₹186 Cr1,000,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | HEROMOTOCO
2%₹151 Cr350,000
↑ 25,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JINDALSTEL
2%₹142 Cr1,500,000

3. 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 14.5% 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 (01 Jul 25) ₹136.68 ↓ 0.00   (0.00 %)
Net Assets (Cr) ₹4,129 on 31 May 25
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.31
Information Ratio 0.58
Alpha Ratio 2.34
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 ₹543,623.
Net Profit of ₹243,623
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 1 Jul 25

DurationReturns
1 Month 3.4%
3 Month 12.6%
6 Month 0.1%
1 Year 5.3%
3 Year 25.9%
5 Year 23.4%
10 Year
15 Year
Since launch 14.5%
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 31 May 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

4. Principal Tax Savings Fund

To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors, the scheme aims at providing returns through capital appreciation.

Principal Tax Savings Fund is a Equity - ELSS fund was launched on 31 Mar 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 8 in ELSS category.  Return for 2024 was 15.8% , 2023 was 24.5% and 2022 was 4.3% .

Below is the key information for Principal Tax Savings Fund

Principal Tax Savings Fund
Growth
Launch Date 31 Mar 96
NAV (01 Jul 25) ₹513.61 ↓ -0.56   (-0.11 %)
Net Assets (Cr) ₹1,359 on 31 May 25
Category Equity - ELSS
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio 0.21
Information Ratio -0.44
Alpha Ratio 0.21
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₹15,903
30 Jun 22₹16,303
30 Jun 23₹20,115
30 Jun 24₹26,606
30 Jun 25₹28,100

Principal Tax Savings 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 Principal 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 1 Jul 25

DurationReturns
1 Month 2.8%
3 Month 10.7%
6 Month 4.1%
1 Year 4.9%
3 Year 19.8%
5 Year 22.7%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2024 15.8%
2023 24.5%
2022 4.3%
2021 32.1%
2020 18.9%
2019 2.5%
2018 -9.2%
2017 48.8%
2016 6.2%
2015 2.7%
Fund Manager information for Principal Tax Savings Fund
NameSinceTenure
Rohit Seksaria1 Jan 223.42 Yr.
Bharath Subramanian2 Jun 250 Yr.

Data below for Principal Tax Savings Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services32.66%
Industrials11.51%
Consumer Cyclical11.42%
Health Care7.09%
Consumer Defensive7.05%
Basic Materials7.03%
Technology6.38%
Energy5.79%
Communication Services4.7%
Utility1.82%
Asset Allocation
Asset ClassValue
Cash4.52%
Equity95.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
9%₹125 Cr644,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹107 Cr737,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE
5%₹62 Cr434,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT
3%₹46 Cr126,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | AXISBANK
3%₹44 Cr366,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN
3%₹43 Cr532,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
3%₹43 Cr276,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | ITC
3%₹40 Cr951,000
Force Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 500033
2%₹30 Cr24,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 14 | ULTRACEMCO
2%₹30 Cr27,000

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 1 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. Sundaram Diversified Equity Fund

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.

Sundaram Diversified Equity Fund is a Equity - ELSS fund was launched on 22 Nov 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 14 in ELSS category.  Return for 2024 was 12% , 2023 was 23.3% and 2022 was 4% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (01 Jul 25) ₹222.871 ↓ -0.36   (-0.16 %)
Net Assets (Cr) ₹1,488 on 31 May 25
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 0.21
Information Ratio -0.92
Alpha Ratio 0.14
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,643
30 Jun 22₹15,992
30 Jun 23₹19,762
30 Jun 24₹25,128
30 Jun 25₹26,505

Sundaram Diversified 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 ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Sundaram Diversified 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 1 Jul 25

DurationReturns
1 Month 3.1%
3 Month 10.8%
6 Month 3.9%
1 Year 4.7%
3 Year 18.2%
5 Year 21.3%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2024 12%
2023 23.3%
2022 4%
2021 31.5%
2020 9.9%
2019 6.2%
2018 -10.6%
2017 38.4%
2016 6.8%
2015 3.1%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
Rohit Seksaria24 Feb 214.27 Yr.
Bharath Subramanian2 Jun 250 Yr.

Data below for Sundaram Diversified Equity Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services34.28%
Consumer Cyclical11.4%
Industrials10.26%
Basic Materials7.49%
Consumer Defensive7.35%
Health Care7.22%
Technology6.58%
Energy6.18%
Communication Services4.73%
Utility1.89%
Asset Allocation
Asset ClassValue
Cash2.63%
Equity97.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
9%₹141 Cr724,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
9%₹128 Cr883,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
5%₹72 Cr504,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
3%₹51 Cr138,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK
3%₹50 Cr419,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹48 Cr595,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
3%₹48 Cr306,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
3%₹48 Cr256,000
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | ITC
3%₹44 Cr1,046,000
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ایکویٹی لنکڈ سیونگ اسکیم میں ٹیکس کی بچت

آئیے ELSS کے ساتھ اور اس کے بغیر ٹیکس بچتوں کا موازنہ کرکے ٹیکس فوائد کو چیک کریں:

تفصیلات ٹیکس پلاننگ (ELSS) کوئی ٹیکس پلاننگ نہیں۔
مجموعی کلآمدنی 8,00,000 8,00,000
ٹیکس سے استثنیٰ 1,50,000 صفر
کلقابل ٹیکس آمدنی 6,50,000 8,00,000
ٹیکس ادا کرنا ہے۔ 32,500 62,500
محفوظ شدہ رقم 30,000 صفر

لہذا، ELSS میں سرمایہ کاری کرنے سے بچائی گئی کل رقم INR 30,000 ہے۔

ٹیکس بچانے والے میوچل فنڈز میں سرمایہ کاری کے فوائد

ٹیکس فوائد کے ساتھ، ELSS آپ کو درج ذیل فوائد بھی پیش کرتا ہے:

ایکویٹی ریٹرن

جیسا کہ ELSS ایکویٹی اور ٹیکس کی بچت کا مجموعہ ہے، اس لیے آپ جو رقم لگاتے ہیں وہ اسٹاک مارکیٹ کے بڑھنے کے ساتھ بڑھتا ہے۔ لہذا، سرمایہ کار ایکویٹی مارکیٹ سے بھی منافع کما سکتے ہیں۔ لہذا، ELSS ایک طویل مدتی دولت کی تخلیق کا ایک ذریعہ بھی ہے۔

SIP فوائد

یکمشت رقم کی سرمایہ کاری کرنے کے بجائے، سرمایہ کار ماہانہ سرمایہ کاری کے ذریعے ایک آسان راستہ منتخب کر سکتے ہیں۔گھونٹ. SIP کے ساتھ، کوئی بھی INR 500 تک کم سرمایہ کاری کر سکتا ہے، جو اسے سرمایہ کاروں کے لیے سب سے سستی ٹیکس کی منصوبہ بندی اور سرمایہ کاری کا ذریعہ بناتا ہے۔

مختصر ترین لاک ان پیریڈ

ELSS کا لاک اِن دورانیہ 3 سال ہے، جو ٹیکس بچانے کے دیگر تمام آلات کے درمیان سب سے کم لاک اِن پیریڈ ہے۔

ELSS فنڈز میں آن لائن سرمایہ کاری کیسے کی جائے؟

  1. Fincash.com پر لائف ٹائم کے لیے مفت انویسٹمنٹ اکاؤنٹ کھولیں۔

  2. اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔

  3. دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!

    شروع کرنے کے

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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