+91-22-489139092022 کے لیے 3 بہترین ٹیکس بچانے والے ELSS میوچل فنڈز
بہترین elss فنڈز یا ایکویٹی لنکڈ سیونگ اسکیم (ٹیکس سیونگ) ایکویٹی متنوع ہیں۔باہمی چندہ جو بنیادی طور پر فراہم کرنے کے لیے ایکویٹی سے منسلک آلات (جیسے حصص اور اسٹاک) میں سرمایہ کاری کرتے ہیں۔مارکیٹ- منسلک واپسی عام طور پر، فنڈ کارپس کا 80% ایکویٹی میں اور باقی قرض کے آلات میں لگایا جاتا ہے۔ بہترینای ایل ایس ایس فنڈز کو ٹیکس بچانے والے میوچل فنڈز کے نام سے بھی جانا جاتا ہے کیونکہ وہ اس کے تحت ٹیکس فوائد پیش کرتے ہیں۔سیکشن 80 سی کےانکم ٹیکس ایکٹ مزید برآں، ELSS میوچل فنڈز اوپن اینڈڈ ہیں، جس کا مطلب ہے کہ سرمایہ کار جب چاہیں ان فنڈز میں سبسکرائب کر سکتے ہیں۔ تاہم، اس سے پہلےسرمایہ کاری ان ٹیکس بچانے والے میوچل فنڈز میں، بہترین ELSS فنڈز کی فہرست پر غور کرنے کا مشورہ دیا جاتا ہے۔
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2022 میں سرمایہ کاری کے لیے سرفہرست 3 ELSS فنڈز
(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. Below is the key information for Motilal Oswal Long Term Equity Fund Returns up to 1 year are on To deliver the benefit of investment in a portfolio of equity shares, while offering
deduction on such investment made in the scheme under section 80C of the
Income-tax Act, 1961. It also seeks to distribute income periodically depending
on distributable surplus. Investments in this scheme would be subject to a
statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits. Research Highlights for SBI Magnum Tax Gain Fund Below is the key information for SBI Magnum Tax Gain Fund Returns up to 1 year are on The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income-tax deduction(under section 80C of the Income-tax Act, 1961) on their investments. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to be eligible for income-tax benefits under Section 80C. There can be no assurance that the investment objective under the scheme will be realized. Research Highlights for IDBI Equity Advantage Fund Below is the key information for IDBI Equity Advantage Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹49.4179
↓ -0.66 ₹4,444 -3.4 -5 -7.6 22.7 18.7 -9.1 DSP Tax Saver Fund Growth ₹143.627
↓ -1.01 ₹17,570 3 1.2 8.1 19.4 18.3 7.5 Nippon India Tax Saver Fund (ELSS) Growth ₹129.12
↓ -1.68 ₹15,519 0.4 -0.2 7.1 16.5 17.6 6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jan 26 Research Highlights & Commentary of 3 Funds showcased
Commentary Motilal Oswal Long Term Equity Fund DSP Tax Saver Fund Nippon India Tax Saver Fund (ELSS) Point 1 Bottom quartile AUM (₹4,444 Cr). Highest AUM (₹17,570 Cr). Lower mid AUM (₹15,519 Cr). Point 2 Established history (10+ yrs). Established history (18+ yrs). Oldest track record among peers (20 yrs). Point 3 Not Rated. Top rated. Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 18.75% (upper mid). 5Y return: 18.30% (lower mid). 5Y return: 17.61% (bottom quartile). Point 6 3Y return: 22.74% (upper mid). 3Y return: 19.36% (lower mid). 3Y return: 16.53% (bottom quartile). Point 7 1Y return: -7.61% (bottom quartile). 1Y return: 8.09% (upper mid). 1Y return: 7.08% (lower mid). Point 8 Alpha: -7.87 (bottom quartile). Alpha: -0.89 (upper mid). Alpha: -1.86 (lower mid). Point 9 Sharpe: -0.21 (bottom quartile). Sharpe: 0.03 (upper mid). Sharpe: -0.03 (lower mid). Point 10 Information ratio: 0.66 (lower mid). Information ratio: 0.94 (upper mid). Information ratio: 0.36 (bottom quartile). Motilal Oswal Long Term Equity Fund
DSP Tax Saver Fund
Nippon India Tax Saver Fund (ELSS)
1. Motilal Oswal Long Term Equity Fund
Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (09 Jan 26) ₹49.4179 ↓ -0.66 (-1.32 %) Net Assets (Cr) ₹4,444 on 30 Nov 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.21 Information Ratio 0.66 Alpha Ratio -7.87 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹13,206 31 Dec 22 ₹13,441 31 Dec 23 ₹18,420 31 Dec 24 ₹27,210 31 Dec 25 ₹24,741 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jan 26 Duration Returns 1 Month 1.1% 3 Month -3.4% 6 Month -5% 1 Year -7.6% 3 Year 22.7% 5 Year 18.7% 10 Year 15 Year Since launch 15.8% 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 1.98 Yr. Rakesh Shetty 22 Nov 22 3.03 Yr. Atul Mehra 1 Oct 24 1.17 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Industrials 24.8% Financial Services 23.59% Consumer Cyclical 17.27% Technology 16.32% Basic Materials 7.23% Real Estate 4.07% Health Care 2.75% Consumer Defensive 1.96% Communication Services 0.38% Asset Allocation
Asset Class Value Cash 1.63% Equity 98.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433206% ₹269 Cr 8,970,581 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX6% ₹261 Cr 259,208 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 25 | MUTHOOTFIN5% ₹205 Cr 546,874 Piramal Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | PIRAMALFIN4% ₹198 Cr 1,279,233
↑ 1,279,233 Waaree Energies Ltd (Technology)
Equity, Since 31 Oct 24 | 5442774% ₹185 Cr 583,979 PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 5390064% ₹182 Cr 100,321 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE4% ₹181 Cr 1,077,437 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹173 Cr 240,350 Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS4% ₹169 Cr 184,630 One97 Communications Ltd (Technology)
Equity, Since 30 Jun 25 | 5433964% ₹166 Cr 1,256,967 2. SBI Magnum Tax Gain Fund
SBI Magnum Tax Gain Fund
Growth Launch Date 7 May 07 NAV (09 Jan 26) ₹443.785 ↓ -3.26 (-0.73 %) Net Assets (Cr) ₹32,327 on 30 Nov 25 Category Equity - ELSS AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio -0.04 Information Ratio 1.89 Alpha Ratio -1.43 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹13,104 31 Dec 22 ₹14,012 31 Dec 23 ₹19,617 31 Dec 24 ₹25,059 31 Dec 25 ₹26,714 Returns for SBI Magnum Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jan 26 Duration Returns 1 Month -0.3% 3 Month 1.5% 6 Month -0.4% 1 Year 5.4% 3 Year 22.7% 5 Year 20.1% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.6% 2023 27.7% 2022 40% 2021 6.9% 2020 31% 2019 18.9% 2018 4% 2017 -8.3% 2016 33% 2015 2.1% Fund Manager information for SBI Magnum Tax Gain Fund
Name Since Tenure Dinesh Balachandran 10 Sep 16 9.23 Yr. Data below for SBI Magnum Tax Gain Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 29.45% Consumer Cyclical 10.76% Basic Materials 9.98% Energy 9.14% Technology 7.33% Industrials 6.68% Health Care 6.67% Utility 4.14% Consumer Defensive 4.02% Communication Services 3.35% Real Estate 1.16% Asset Allocation
Asset Class Value Cash 7.2% Equity 92.69% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK9% ₹2,880 Cr 28,586,506 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE5% ₹1,767 Cr 11,275,148 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Oct 21 | TATASTEEL3% ₹1,041 Cr 62,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK3% ₹1,030 Cr 7,416,237 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | M&M3% ₹945 Cr 2,515,083 Cipla Ltd (Healthcare)
Equity, Since 31 Jul 18 | CIPLA3% ₹934 Cr 6,098,542 State Bank of India (Financial Services)
Equity, Since 31 May 06 | SBIN3% ₹914 Cr 9,335,639 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC3% ₹866 Cr 21,414,825 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 11 | AXISBANK3% ₹828 Cr 6,473,332 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 20 | M&MFIN2% ₹784 Cr 21,086,115 3. IDBI Equity Advantage Fund
IDBI Equity Advantage Fund
Growth Launch Date 10 Sep 13 NAV (28 Jul 23) ₹43.39 ↑ 0.04 (0.09 %) Net Assets (Cr) ₹485 on 30 Jun 23 Category Equity - ELSS AMC IDBI Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.39 Sharpe Ratio 1.21 Information Ratio -1.13 Alpha Ratio 1.78 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹12,558 31 Dec 22 ₹12,830 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jan 26 Duration Returns 1 Month 3.1% 3 Month 9.7% 6 Month 15.1% 1 Year 16.9% 3 Year 20.8% 5 Year 10% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for IDBI Equity Advantage Fund
Name Since Tenure Data below for IDBI Equity Advantage Fund as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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 Motilal Oswal Long Term Equity Fund