+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
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. Below is the key information for Bandhan Tax Advantage (ELSS) Fund Returns up to 1 year are on 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 Below is the key information for Tata India Tax Savings 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 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 The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities. Research Highlights for Invesco India Tax Plan Below is the key information for Invesco India Tax Plan 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 Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Bandhan Tax Advantage (ELSS) Fund Growth ₹155.383
↑ 0.22 ₹6,899 1.4 8.1 0.4 16.4 23.5 13.1 Tata India Tax Savings Fund Growth ₹45.1049
↑ 0.07 ₹4,472 0.6 8.6 -0.7 16.4 19.7 19.5 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 Sundaram Diversified Equity Fund Growth ₹222.913
↑ 0.78 ₹1,461 -0.1 6.9 2 13.7 18.5 12 Invesco India Tax Plan Growth ₹128.85
↓ -0.07 ₹2,787 0.2 9.6 -0.3 18.9 18.9 25.2 Kotak Tax Saver Fund Growth ₹117.516
↑ 0.07 ₹6,201 0.4 8.5 -1.1 16.9 20.5 21.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Oct 25 Research Highlights & Commentary of 6 Funds showcased
Commentary Bandhan Tax Advantage (ELSS) Fund Tata India Tax Savings Fund HDFC Long Term Advantage Fund Sundaram Diversified Equity Fund Invesco India Tax Plan Kotak Tax Saver Fund Point 1 Highest AUM (₹6,899 Cr). Upper mid AUM (₹4,472 Cr). Bottom quartile AUM (₹1,318 Cr). Bottom quartile AUM (₹1,461 Cr). Lower mid AUM (₹2,787 Cr). Upper mid AUM (₹6,201 Cr). Point 2 Established history (16+ yrs). Established history (11+ yrs). Established history (24+ yrs). Oldest track record among peers (25 yrs). Established history (18+ yrs). Established history (19+ 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: 23.52% (top quartile). 5Y return: 19.75% (upper mid). 5Y return: 17.39% (bottom quartile). 5Y return: 18.53% (bottom quartile). 5Y return: 18.89% (lower mid). 5Y return: 20.51% (upper mid). Point 6 3Y return: 16.38% (bottom quartile). 3Y return: 16.42% (lower mid). 3Y return: 20.64% (top quartile). 3Y return: 13.73% (bottom quartile). 3Y return: 18.87% (upper mid). 3Y return: 16.91% (upper mid). Point 7 1Y return: 0.37% (upper mid). 1Y return: -0.72% (bottom quartile). 1Y return: 35.51% (top quartile). 1Y return: 2.01% (upper mid). 1Y return: -0.35% (lower mid). 1Y return: -1.11% (bottom quartile). Point 8 Alpha: -3.02 (bottom quartile). Alpha: -1.62 (bottom quartile). Alpha: 1.75 (top quartile). Alpha: 1.24 (upper mid). Alpha: 1.58 (upper mid). Alpha: -0.41 (lower mid). Point 9 Sharpe: -0.87 (bottom quartile). Sharpe: -0.71 (bottom quartile). Sharpe: 2.27 (top quartile). Sharpe: -0.52 (upper mid). Sharpe: -0.52 (upper mid). Sharpe: -0.63 (lower mid). Point 10 Information ratio: 0.02 (upper mid). Information ratio: -0.22 (bottom quartile). Information ratio: -0.15 (lower mid). Information ratio: -0.68 (bottom quartile). Information ratio: 0.36 (top quartile). Information ratio: 0.04 (upper mid). Bandhan Tax Advantage (ELSS) Fund
Tata India Tax Savings Fund
HDFC Long Term Advantage Fund
Sundaram Diversified Equity Fund
Invesco India Tax Plan
Kotak Tax Saver Fund
1. Bandhan Tax Advantage (ELSS) Fund
Bandhan Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (17 Oct 25) ₹155.383 ↑ 0.22 (0.14 %) Net Assets (Cr) ₹6,899 on 31 Aug 25 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio -0.87 Information Ratio 0.02 Alpha Ratio -3.02 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹17,588 30 Sep 22 ₹18,181 30 Sep 23 ₹22,259 30 Sep 24 ₹29,877 30 Sep 25 ₹27,912 Returns for Bandhan Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Oct 25 Duration Returns 1 Month 0.7% 3 Month 1.4% 6 Month 8.1% 1 Year 0.4% 3 Year 16.4% 5 Year 23.5% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.1% 2023 28.3% 2022 4.2% 2021 49.2% 2020 18.7% 2019 1.9% 2018 -9.4% 2017 53.4% 2016 0.4% 2015 6.9% Fund Manager information for Bandhan Tax Advantage (ELSS) Fund
Name Since Tenure Daylynn Pinto 20 Oct 16 8.87 Yr. Ritika Behera 7 Oct 23 1.9 Yr. Gaurav Satra 10 Jun 24 1.22 Yr. Data below for Bandhan Tax Advantage (ELSS) Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 32.7% Consumer Cyclical 10.54% Technology 9.57% Basic Materials 9.16% Consumer Defensive 8.97% Energy 7.39% Health Care 5.59% Industrials 4.67% Communication Services 2.46% Real Estate 2% Utility 1.95% Asset Allocation
Asset Class Value Cash 4.72% Equity 95.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK8% ₹542 Cr 5,700,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE6% ₹448 Cr 3,300,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK5% ₹349 Cr 2,500,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS4% ₹285 Cr 925,000
↑ 25,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK4% ₹274 Cr 1,400,000
↑ 50,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | AXISBANK3% ₹199 Cr 1,900,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY3% ₹198 Cr 1,350,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN3% ₹192 Cr 2,388,280 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL2% ₹170 Cr 900,000 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | HEROMOTOCO2% ₹165 Cr 325,000
↓ -25,000 2. Tata India Tax Savings Fund
Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (17 Oct 25) ₹45.1049 ↑ 0.07 (0.17 %) Net Assets (Cr) ₹4,472 on 31 Aug 25 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.71 Information Ratio -0.22 Alpha Ratio -1.62 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹15,631 30 Sep 22 ₹15,931 30 Sep 23 ₹18,810 30 Sep 24 ₹26,318 30 Sep 25 ₹24,667 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Oct 25 Duration Returns 1 Month 0.6% 3 Month 0.6% 6 Month 8.6% 1 Year -0.7% 3 Year 16.4% 5 Year 19.7% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.5% 2023 24% 2022 5.9% 2021 30.4% 2020 11.9% 2019 13.6% 2018 -8.4% 2017 46% 2016 2.1% 2015 13.3% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Rahul Singh 1 Jul 25 0.17 Yr. Sailesh Jain 16 Dec 21 3.71 Yr. Data below for Tata India Tax Savings Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 33.62% Industrials 14.3% Consumer Cyclical 14.27% Basic Materials 7.26% Technology 6.33% Energy 5.31% Communication Services 4.28% Health Care 3.33% Utility 2.53% Real Estate 2.26% Consumer Defensive 1.89% Asset Allocation
Asset Class Value Cash 4.62% Equity 95.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK7% ₹328 Cr 3,450,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK7% ₹297 Cr 2,125,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹183 Cr 1,350,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL4% ₹178 Cr 940,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN4% ₹175 Cr 2,175,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY4% ₹170 Cr 1,160,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | AXISBANK3% ₹136 Cr 1,300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹127 Cr 352,147 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | NTPC3% ₹113 Cr 3,451,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON2% ₹95 Cr 10,200,000 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 30 Sep 20 ₹10,000 30 Sep 21 ₹16,632
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 17 Oct 25 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. Sundaram Diversified Equity Fund
Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (17 Oct 25) ₹222.913 ↑ 0.78 (0.35 %) Net Assets (Cr) ₹1,461 on 31 Aug 25 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.52 Information Ratio -0.68 Alpha Ratio 1.24 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹15,747 30 Sep 22 ₹16,095 30 Sep 23 ₹18,578 30 Sep 24 ₹24,282 30 Sep 25 ₹23,311 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Oct 25 Duration Returns 1 Month -0.7% 3 Month -0.1% 6 Month 6.9% 1 Year 2% 3 Year 13.7% 5 Year 18.5% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Rohit Seksaria 24 Feb 21 4.52 Yr. Bharath Subramanian 2 Jun 25 0.25 Yr. Data below for Sundaram Diversified Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 24.07% Consumer Cyclical 13.81% Consumer Defensive 9.37% Industrials 9.35% Basic Materials 7.39% Health Care 7.32% Technology 7.24% Energy 6.6% Utility 3.77% Communication Services 3.31% Asset Allocation
Asset Class Value Cash 7.78% Equity 92.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK9% ₹138 Cr 1,448,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK6% ₹81 Cr 583,000
↓ -300,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE5% ₹72 Cr 527,000
↑ 23,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK4% ₹53 Cr 505,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹50 Cr 138,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY3% ₹50 Cr 338,000
↑ 32,000 ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | ITC3% ₹50 Cr 1,210,000
↑ 164,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹48 Cr 256,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹48 Cr 595,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | ULTRACEMCO3% ₹40 Cr 32,000 5. Invesco India Tax Plan
Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (17 Oct 25) ₹128.85 ↓ -0.07 (-0.05 %) Net Assets (Cr) ₹2,787 on 31 Aug 25 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio -0.52 Information Ratio 0.36 Alpha Ratio 1.58 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹15,635 30 Sep 22 ₹14,430 30 Sep 23 ₹17,124 30 Sep 24 ₹24,860 30 Sep 25 ₹23,370 Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Oct 25 Duration Returns 1 Month 0% 3 Month 0.2% 6 Month 9.6% 1 Year -0.3% 3 Year 18.9% 5 Year 18.9% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.2% 2023 30.9% 2022 -7.7% 2021 32.6% 2020 19.2% 2019 9.4% 2018 -1.3% 2017 35.7% 2016 3.4% 2015 5.8% Fund Manager information for Invesco India Tax Plan
Name Since Tenure Amit Nigam 3 Sep 20 5 Yr. Deepesh Kashyap 1 Jul 25 0.17 Yr. Data below for Invesco India Tax Plan as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 24.46% Financial Services 22.27% Industrials 15.7% Technology 10.95% Health Care 8.73% Basic Materials 4.93% Real Estate 4.91% Consumer Defensive 3.94% Communication Services 2.24% Utility 1.55% Asset Allocation
Asset Class Value Cash 0.32% Equity 99.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK6% ₹164 Cr 1,728,162 Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY5% ₹142 Cr 965,480 LTIMindtree Ltd (Technology)
Equity, Since 30 Sep 24 | LTIM3% ₹86 Cr 167,960 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK3% ₹82 Cr 589,056 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | BAJFINANCE3% ₹80 Cr 911,349 Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Sep 24 | BECTORFOOD3% ₹75 Cr 540,000
↑ 133,287 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY3% ₹74 Cr 1,803,333 Blue Star Ltd (Industrials)
Equity, Since 31 Jan 24 | BLUESTARCO3% ₹72 Cr 381,886 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Nov 22 | APOLLOHOSP3% ₹71 Cr 93,000
↑ 40,055 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | JUBLFOOD3% ₹70 Cr 1,116,348
↑ 60,000 6. Kotak Tax Saver Fund
Kotak Tax Saver Fund
Growth Launch Date 23 Nov 05 NAV (17 Oct 25) ₹117.516 ↑ 0.07 (0.06 %) Net Assets (Cr) ₹6,201 on 31 Aug 25 Category Equity - ELSS AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.76 Sharpe Ratio -0.63 Information Ratio 0.04 Alpha Ratio -0.41 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹15,635 30 Sep 22 ₹16,153 30 Sep 23 ₹19,388 30 Sep 24 ₹27,190 30 Sep 25 ₹25,252 Returns for Kotak Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Oct 25 Duration Returns 1 Month 0.3% 3 Month 0.4% 6 Month 8.5% 1 Year -1.1% 3 Year 16.9% 5 Year 20.5% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.8% 2023 23.6% 2022 6.9% 2021 33.2% 2020 14.9% 2019 12.7% 2018 -3.8% 2017 33.8% 2016 7.5% 2015 1.5% Fund Manager information for Kotak Tax Saver Fund
Name Since Tenure Harsha Upadhyaya 25 Aug 15 10.03 Yr. Data below for Kotak Tax Saver Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 29.67% Industrials 12.79% Consumer Cyclical 10.84% Technology 10.25% Basic Materials 9.87% Energy 6.23% Utility 5.69% Consumer Defensive 4.84% Communication Services 4.38% Health Care 4.31% Asset Allocation
Asset Class Value Cash 1.12% Equity 98.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK9% ₹571 Cr 6,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹363 Cr 2,599,780 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 21 | BHARTIARTL4% ₹234 Cr 1,239,286 Infosys Ltd (Technology)
Equity, Since 31 Dec 05 | INFY4% ₹220 Cr 1,500,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN3% ₹217 Cr 2,700,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 23 | TECHM3% ₹200 Cr 1,350,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | AXISBANK3% ₹183 Cr 1,750,000 NTPC Ltd (Utilities)
Equity, Since 30 Sep 22 | NTPC3% ₹164 Cr 5,000,000 Bosch Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BOSCHLTD3% ₹160 Cr 40,000 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | BRITANNIA2% ₹146 Cr 250,000
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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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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Research Highlights for Bandhan Tax Advantage (ELSS) Fund