+91-22-489139096 بہترین پرفارمنگ ٹیکس سیونگ میوچل فنڈز 2022
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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بہترین پرفارمنگ ٹیکس بچانے والے میوچل فنڈز
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.. 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. Research Highlights for Bandhan Tax Advantage (ELSS) Fund Below is the key information for Bandhan Tax Advantage (ELSS) Fund Returns up to 1 year are on To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments Research Highlights for HDFC Long Term Advantage Fund Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on The Scheme seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns.(There can be no assurance that the investment objectives of the Scheme will be realized.) Research Highlights for BOI AXA Tax Advantage Fund Below is the key information for BOI AXA Tax Advantage Fund Returns up to 1 year are on The investment objective of the scheme is to generate longterm capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time. Research Highlights for Kotak Tax Saver Fund Below is the key information for Kotak Tax Saver Fund Returns up to 1 year are on To achieve capital appreciation by investing
predominantly in equities and equity-related
instruments. A three-year lock-in period shall
apply in line with the regulation for ELSS
schemes. Research Highlights for Sundaram Diversified Equity Fund Below is the key information for Sundaram Diversified Equity Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Tata India Tax Savings Fund Growth ₹40.5502
↓ 0.00 ₹4,674 -11.6 -7.3 -1.2 13.6 11.7 4.9 Bandhan Tax Advantage (ELSS) Fund Growth ₹137.744
↓ -0.01 ₹7,056 -13.4 -8.1 -2.5 11.8 13 8 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 BOI AXA Tax Advantage Fund Growth ₹146.08
↓ -0.01 ₹1,384 -9.2 -7 -2.5 14.6 13.2 -3.5 Kotak Tax Saver Fund Growth ₹102.267
↓ -0.01 ₹6,355 -12.9 -10.1 -3.9 11.4 11.6 1.8 Sundaram Diversified Equity Fund Growth ₹194.367
↓ -4.76 ₹1,392 -14 -10.6 -4.7 10.1 9.7 7.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 26 Research Highlights & Commentary of 6 Funds showcased
Commentary Tata India Tax Savings Fund Bandhan Tax Advantage (ELSS) Fund HDFC Long Term Advantage Fund BOI AXA Tax Advantage Fund Kotak Tax Saver Fund Sundaram Diversified Equity Fund Point 1 Upper mid AUM (₹4,674 Cr). Highest AUM (₹7,056 Cr). Bottom quartile AUM (₹1,318 Cr). Bottom quartile AUM (₹1,384 Cr). Upper mid AUM (₹6,355 Cr). Lower mid AUM (₹1,392 Cr). Point 2 Established history (11+ yrs). Established history (17+ yrs). Established history (25+ yrs). Established history (17+ yrs). Established history (20+ yrs). Oldest track record among peers (26 yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 11.67% (lower mid). 5Y return: 13.02% (upper mid). 5Y return: 17.39% (top quartile). 5Y return: 13.22% (upper mid). 5Y return: 11.60% (bottom quartile). 5Y return: 9.71% (bottom quartile). Point 6 3Y return: 13.58% (upper mid). 3Y return: 11.75% (lower mid). 3Y return: 20.64% (top quartile). 3Y return: 14.61% (upper mid). 3Y return: 11.40% (bottom quartile). 3Y return: 10.06% (bottom quartile). Point 7 1Y return: -1.24% (upper mid). 1Y return: -2.49% (lower mid). 1Y return: 35.51% (top quartile). 1Y return: -2.47% (upper mid). 1Y return: -3.93% (bottom quartile). 1Y return: -4.74% (bottom quartile). Point 8 Alpha: 2.29 (top quartile). Alpha: -0.03 (bottom quartile). Alpha: 1.75 (upper mid). Alpha: 0.34 (bottom quartile). Alpha: 0.71 (upper mid). Alpha: 0.62 (lower mid). Point 9 Sharpe: 1.18 (upper mid). Sharpe: 0.99 (bottom quartile). Sharpe: 2.27 (top quartile). Sharpe: 0.92 (bottom quartile). Sharpe: 1.06 (upper mid). Sharpe: 1.04 (lower mid). Point 10 Information ratio: -0.21 (upper mid). Information ratio: -0.45 (bottom quartile). Information ratio: -0.15 (upper mid). Information ratio: 0.10 (top quartile). Information ratio: -0.36 (lower mid). Information ratio: -1.13 (bottom quartile). Tata India Tax Savings Fund
Bandhan Tax Advantage (ELSS) Fund
HDFC Long Term Advantage Fund
BOI AXA Tax Advantage Fund
Kotak Tax Saver Fund
Sundaram Diversified Equity Fund
1. Tata India Tax Savings Fund
Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (31 Mar 26) ₹40.5502 ↓ 0.00 (0.00 %) 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 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 26 Duration Returns 1 Month -11.5% 3 Month -11.6% 6 Month -7.3% 1 Year -1.2% 3 Year 13.6% 5 Year 11.7% 10 Year 15 Year Since launch 13% 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 | HDFCBANK7% ₹304 Cr 3,425,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK6% ₹290 Cr 2,100,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN5% ₹245 Cr 2,040,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 8901575% ₹226 Cr 1,426,428 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹188 Cr 1,350,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹151 Cr 352,147 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON3% ₹136 Cr 10,200,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | NTPC3% ₹132 Cr 3,451,000 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | CUMMINSIND2% ₹113 Cr 230,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY2% ₹106 Cr 816,081
↓ -75,000 2. Bandhan Tax Advantage (ELSS) Fund
Bandhan Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (31 Mar 26) ₹137.744 ↓ -0.01 (0.00 %) 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 Returns for Bandhan Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 26 Duration Returns 1 Month -10.6% 3 Month -13.4% 6 Month -8.1% 1 Year -2.5% 3 Year 11.8% 5 Year 13% 10 Year 15 Year Since launch 16.4% 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 | HDFCBANK8% ₹542 Cr 6,100,000
↑ 100,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE7% ₹460 Cr 3,300,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK5% ₹372 Cr 2,700,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK5% ₹328 Cr 7,900,000
↑ 400,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS3% ₹224 Cr 850,000
↓ -250,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | AXISBANK3% ₹208 Cr 1,500,000 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JINDALSTEL2% ₹168 Cr 1,350,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN2% ₹162 Cr 1,350,000
↓ -350,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL2% ₹151 Cr 801,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | MARUTI2% ₹149 Cr 100,000 3. 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
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 26 Duration Returns 1 Month 4.4% 3 Month 1.2% 6 Month 15.4% 1 Year 35.5% 3 Year 20.6% 5 Year 17.4% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Data below for HDFC Long Term Advantage Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (31 Mar 26) ₹146.08 ↓ -0.01 (-0.01 %) 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 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 26 Duration Returns 1 Month -8.8% 3 Month -9.2% 6 Month -7% 1 Year -2.5% 3 Year 14.6% 5 Year 13.2% 10 Year 15 Year Since launch 17% 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 | SBIN4% ₹56 Cr 470,000
↓ -194,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK3% ₹46 Cr 335,000
↓ -20,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK3% ₹45 Cr 510,000
↑ 72,468 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL3% ₹44 Cr 235,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | ITC3% ₹42 Cr 1,340,000
↑ 220,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL3% ₹41 Cr 105,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | NTPC3% ₹36 Cr 955,000 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 23 | COROMANDEL3% ₹35 Cr 157,000 HEG Ltd (Industrials)
Equity, Since 31 Dec 22 | HEG2% ₹34 Cr 580,000 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Apr 25 | ADANIPORTS2% ₹33 Cr 214,000 5. Kotak Tax Saver Fund
Kotak Tax Saver Fund
Growth Launch Date 23 Nov 05 NAV (31 Mar 26) ₹102.267 ↓ -0.01 (0.00 %) Net Assets (Cr) ₹6,355 on 28 Feb 26 Category Equity - ELSS AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.76 Sharpe Ratio 1.06 Information Ratio -0.36 Alpha Ratio 0.71 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 ₹12,240 31 Mar 23 ₹12,519 31 Mar 24 ₹17,224 31 Mar 25 ₹18,017 Returns for Kotak Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 26 Duration Returns 1 Month -12% 3 Month -12.9% 6 Month -10.1% 1 Year -3.9% 3 Year 11.4% 5 Year 11.6% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 1.8% 2023 21.8% 2022 23.6% 2021 6.9% 2020 33.2% 2019 14.9% 2018 12.7% 2017 -3.8% 2016 33.8% 2015 7.5% Fund Manager information for Kotak Tax Saver Fund
Name Since Tenure Harsha Upadhyaya 25 Aug 15 10.52 Yr. Data below for Kotak Tax Saver Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 32.92% Consumer Cyclical 12.09% Industrials 10.8% Basic Materials 9.33% Technology 8.24% Energy 6.81% Health Care 5.37% Communication Services 5.21% Consumer Defensive 4.56% Utility 4.26% Asset Allocation
Asset Class Value Cash 0.4% Equity 99.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹533 Cr 6,000,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN6% ₹379 Cr 3,150,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK5% ₹317 Cr 2,300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 21 | BHARTIARTL4% ₹228 Cr 1,215,714
↑ 35,714 Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 23 | TECHM3% ₹183 Cr 1,350,000 Infosys Ltd (Technology)
Equity, Since 31 Dec 05 | INFY3% ₹179 Cr 1,378,553 NTPC Ltd (Utilities)
Equity, Since 30 Sep 22 | NTPC3% ₹178 Cr 4,670,000 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | HEROMOTOCO3% ₹171 Cr 300,000 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | BRITANNIA3% ₹171 Cr 285,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 14 | LT3% ₹165 Cr 386,500 6. Sundaram Diversified Equity Fund
Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (30 Mar 26) ₹194.367 ↓ -4.76 (-2.39 %) Net Assets (Cr) ₹1,392 on 28 Feb 26 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio 1.04 Information Ratio -1.13 Alpha Ratio 0.62 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,061 31 Mar 23 ₹12,191 31 Mar 24 ₹15,955 31 Mar 25 ₹16,770 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 26 Duration Returns 1 Month -12.6% 3 Month -14% 6 Month -10.6% 1 Year -4.7% 3 Year 10.1% 5 Year 9.7% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.1% 2023 12% 2022 23.3% 2021 4% 2020 31.5% 2019 9.9% 2018 6.2% 2017 -10.6% 2016 38.4% 2015 6.8% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure Rohit Seksaria 24 Feb 21 5.01 Yr. Data below for Sundaram Diversified Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 28.17% Consumer Cyclical 12.73% Industrials 10.31% Utility 9.16% Energy 8.64% Basic Materials 7.41% Technology 7.14% Consumer Defensive 6.93% Health Care 4.91% Communication Services 3.24% Real Estate 0.42% Asset Allocation
Asset Class Value Cash 0.95% Equity 99.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK7% ₹102 Cr 1,147,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE5% ₹76 Cr 545,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK5% ₹73 Cr 529,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK5% ₹65 Cr 470,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN5% ₹64 Cr 530,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY4% ₹52 Cr 400,000 Force Motors Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | 5000333% ₹48 Cr 19,735 NTPC Ltd (Utilities)
Equity, Since 31 Oct 24 | NTPC3% ₹46 Cr 1,215,766 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹45 Cr 240,000
↓ -70,165 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹44 Cr 103,000
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؟
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