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2022 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
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. SBI Magnum Tax Gain Fund is a Equity - ELSS fund was launched on 7 May 07. It is a fund with Moderately High risk and has given a Below is the key information for SBI Magnum Tax Gain Fund Returns up to 1 year are on (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. Motilal Oswal Long Term Equity Fund is a Equity - ELSS fund was launched on 21 Jan 15. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Long Term Equity Fund Returns up to 1 year are on The fund plans to provide long term growth of capital. HDFC Tax Saver Fund is a Equity - ELSS fund was launched on 31 Mar 96. It is a fund with Moderately High risk and has given a Below is the key information for HDFC 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 (%) 2023 (%) Motilal Oswal Long Term Equity Fund Growth ₹47.172
↑ 0.34 ₹3,817 1.8 -10.3 7.6 23.4 26.3 47.7 DSP BlackRock Tax Saver Fund Growth ₹135.358
↓ -0.08 ₹16,218 5.7 -1.6 14.1 19.5 26.9 23.9 L&T Tax Advantage Fund Growth ₹125.594
↑ 0.18 ₹3,871 1.8 -4.6 8.7 17.7 23.4 33 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Apr 25 1. SBI Magnum Tax Gain Fund
CAGR/Annualized return of 12.4% since its launch. Ranked 31 in ELSS category. Return for 2024 was 27.7% , 2023 was 40% and 2022 was 6.9% . SBI Magnum Tax Gain Fund
Growth Launch Date 7 May 07 NAV (29 Apr 25) ₹419.395 ↑ 0.42 (0.10 %) Net Assets (Cr) ₹27,730 on 31 Mar 25 Category Equity - ELSS AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.27 Information Ratio 2.55 Alpha Ratio 3.8 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹17,340 31 Mar 22 ₹20,816 31 Mar 23 ₹22,245 31 Mar 24 ₹35,403 31 Mar 25 ₹39,012 Returns for SBI Magnum Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 2.6% 3 Month 2.5% 6 Month -3.3% 1 Year 7.5% 3 Year 24.4% 5 Year 29% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 27.7% 2022 40% 2021 6.9% 2020 31% 2019 18.9% 2018 4% 2017 -8.3% 2016 33% 2015 2.1% 2014 3.2% Fund Manager information for SBI Magnum Tax Gain Fund
Name Since Tenure Dinesh Balachandran 10 Sep 16 8.56 Yr. Data below for SBI Magnum Tax Gain Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 27.31% Technology 10.29% Energy 9.31% Basic Materials 8.24% Industrials 8.17% Consumer Cyclical 7.99% Health Care 6.91% Utility 4.76% Consumer Defensive 3.85% Communication Services 3.48% Real Estate 0.68% Asset Allocation
Asset Class Value Cash 9.03% Equity 90.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK9% ₹2,613 Cr 14,293,253
↑ 2,400,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE5% ₹1,438 Cr 11,275,148
↑ 3,200,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK4% ₹1,000 Cr 7,416,237 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 17 | BHARTIARTL3% ₹964 Cr 5,563,576 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Oct 21 | TATASTEEL3% ₹889 Cr 57,632,550
↑ 5,632,550 Torrent Power Ltd (Utilities)
Equity, Since 31 Jul 19 | 5327793% ₹834 Cr 5,610,813 State Bank of India (Financial Services)
Equity, Since 31 May 06 | SBIN3% ₹720 Cr 9,335,639 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 11 | 5322153% ₹713 Cr 6,473,332 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | M&M2% ₹670 Cr 2,515,083 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK2% ₹641 Cr 2,950,000 2. Motilal Oswal Long Term Equity Fund
CAGR/Annualized return of 16.3% since its launch. Return for 2024 was 47.7% , 2023 was 37% and 2022 was 1.8% . Motilal Oswal Long Term Equity Fund
Growth Launch Date 21 Jan 15 NAV (29 Apr 25) ₹47.172 ↑ 0.34 (0.73 %) Net Assets (Cr) ₹3,817 on 31 Mar 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 0.74 Sharpe Ratio 0.26 Information Ratio 0.83 Alpha Ratio 5.9 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹16,396 31 Mar 22 ₹18,690 31 Mar 23 ₹19,798 31 Mar 24 ₹30,510 31 Mar 25 ₹33,744 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 3.2% 3 Month 1.8% 6 Month -10.3% 1 Year 7.6% 3 Year 23.4% 5 Year 26.3% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Ajay Khandelwal 11 Dec 23 1.31 Yr. Rakesh Shetty 22 Nov 22 2.36 Yr. Atul Mehra 1 Oct 24 0.5 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Industrials 32.95% Consumer Cyclical 21.12% Financial Services 16.53% Technology 11.7% Real Estate 6.6% Basic Materials 6.55% Health Care 2.91% Asset Allocation
Asset Class Value Cash 1.64% Equity 98.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002516% ₹226 Cr 425,260 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433205% ₹200 Cr 9,923,692 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹169 Cr 235,044 Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM4% ₹164 Cr 408,886 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES4% ₹141 Cr 297,751 PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 5390064% ₹139 Cr 92,967 Coforge Ltd (Technology)
Equity, Since 31 Jul 24 | COFORGE4% ₹137 Cr 168,355 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON4% ₹136 Cr 24,068,813 Inox Wind Ltd (Industrials)
Equity, Since 31 Dec 23 | INOXWIND3% ₹130 Cr 7,946,960 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 23 | BDL3% ₹127 Cr 992,768 3. HDFC Tax Saver Fund
CAGR/Annualized return of since its launch. Ranked 27 in ELSS category. Return for 2024 was 21.3% , 2023 was 33.2% and 2022 was 10.5% . HDFC Tax Saver Fund
Growth Launch Date 31 Mar 96 NAV (29 Apr 25) ₹1,361.47 ↓ -1.94 (-0.14 %) Net Assets (Cr) ₹15,556 on 31 Mar 25 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.44 Information Ratio 2.02 Alpha Ratio 5.34 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹16,423 31 Mar 22 ₹20,701 31 Mar 23 ₹22,417 31 Mar 24 ₹32,645 31 Mar 25 ₹36,726 Returns for HDFC Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 4.2% 3 Month 6.6% 6 Month 0.7% 1 Year 13.1% 3 Year 22.8% 5 Year 28.1% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2023 21.3% 2022 33.2% 2021 10.5% 2020 35.3% 2019 5.8% 2018 3.7% 2017 -10.9% 2016 38.7% 2015 7.6% 2014 -6.2% Fund Manager information for HDFC Tax Saver Fund
Name Since Tenure Roshi Jain 13 Jan 22 3.22 Yr. Dhruv Muchhal 22 Jun 23 1.78 Yr. Data below for HDFC Tax Saver Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 43.23% Consumer Cyclical 12.83% Health Care 10.05% Technology 5.86% Basic Materials 5.81% Industrials 5.66% Communication Services 4.48% Utility 1.87% Consumer Defensive 0.99% Real Estate 0.99% Energy 0.64% Asset Allocation
Asset Class Value Cash 7.27% Equity 92.4% Debt 0.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK10% ₹1,618 Cr 12,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | HDFCBANK10% ₹1,572 Cr 8,600,000
↓ -200,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322159% ₹1,433 Cr 13,000,000 Cipla Ltd (Healthcare)
Equity, Since 31 Oct 09 | 5000875% ₹779 Cr 5,400,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK5% ₹760 Cr 3,500,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE4% ₹697 Cr 4,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI4% ₹634 Cr 550,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL4% ₹607 Cr 3,500,000
↓ -1,000,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH3% ₹533 Cr 3,350,000 JSW Steel Ltd (Basic Materials)
Equity, Since 30 Nov 24 | JSWSTEEL2% ₹319 Cr 3,000,000
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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