+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 ₹51.7109
↑ 0.11 ₹4,223 1 11.7 -2.5 23.4 24 47.7 DSP Tax Saver Fund Growth ₹141.164
↑ 0.11 ₹16,475 3.8 4.6 2.5 18.9 22.2 23.9 Nippon India Tax Saver Fund (ELSS) Growth ₹130.68
↓ -0.02 ₹14,934 2.9 7.4 3.1 17.1 22 17.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 25 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 (₹4,223 Cr). Highest AUM (₹16,475 Cr). Lower mid AUM (₹14,934 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: 24.03% (upper mid). 5Y return: 22.18% (lower mid). 5Y return: 22.00% (bottom quartile). Point 6 3Y return: 23.36% (upper mid). 3Y return: 18.93% (lower mid). 3Y return: 17.12% (bottom quartile). Point 7 1Y return: -2.51% (bottom quartile). 1Y return: 2.51% (lower mid). 1Y return: 3.11% (upper mid). Point 8 Alpha: 7.18 (upper mid). Alpha: -1.92 (bottom quartile). Alpha: 0.25 (lower mid). Point 9 Sharpe: -0.26 (upper mid). Sharpe: -0.75 (bottom quartile). Sharpe: -0.59 (lower mid). Point 10 Information ratio: 0.80 (lower mid). Information ratio: 0.99 (upper mid). Information ratio: 0.70 (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 (07 Nov 25) ₹51.7109 ↑ 0.11 (0.22 %) Net Assets (Cr) ₹4,223 on 31 Aug 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 1.65 Sharpe Ratio -0.26 Information Ratio 0.8 Alpha Ratio 7.18 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹16,097 31 Oct 22 ₹16,180 31 Oct 23 ₹19,013 31 Oct 24 ₹31,259 31 Oct 25 ₹31,328 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 25 Duration Returns 1 Month -1.1% 3 Month 1% 6 Month 11.7% 1 Year -2.5% 3 Year 23.4% 5 Year 24% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 47.7% 2023 37% 2022 1.8% 2021 32.1% 2020 8.8% 2019 13.2% 2018 -8.7% 2017 44% 2016 12.5% 2015 Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Ajay Khandelwal 11 Dec 23 1.81 Yr. Rakesh Shetty 22 Nov 22 2.86 Yr. Atul Mehra 1 Oct 24 1 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 32.32% Consumer Cyclical 18.61% Financial Services 15.97% Technology 13.25% Basic Materials 5.74% Real Estate 3.72% Health Care 3.35% Communication Services 1.94% Consumer Defensive 0.78% Asset Allocation
Asset Class Value Cash 1.05% Equity 98.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433207% ₹292 Cr 8,970,581 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES5% ₹204 Cr 289,593 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX5% ₹202 Cr 259,208 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹194 Cr 240,350 Waaree Energies Ltd (Technology)
Equity, Since 31 Oct 24 | 5442774% ₹194 Cr 583,979
↑ 67,873 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 25 | 5333984% ₹168 Cr 546,874
↑ 72,839 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE4% ₹163 Cr 1,077,437
↓ -98,787 Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM4% ₹159 Cr 430,073 PTC Industries Ltd (Industrials)
Equity, Since 30 Sep 24 | 5390064% ₹156 Cr 100,321 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 23 | BDL3% ₹153 Cr 1,022,957 2. SBI Magnum Tax Gain Fund
SBI Magnum Tax Gain Fund
Growth Launch Date 7 May 07 NAV (07 Nov 25) ₹442.419 ↓ -0.40 (-0.09 %) Net Assets (Cr) ₹29,937 on 31 Aug 25 Category Equity - ELSS AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio -0.83 Information Ratio 2.12 Alpha Ratio -2.4 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹15,839 31 Oct 22 ₹16,593 31 Oct 23 ₹19,958 31 Oct 24 ₹30,236 31 Oct 25 ₹31,227 Returns for SBI Magnum Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 25 Duration Returns 1 Month 1.4% 3 Month 2.9% 6 Month 5.9% 1 Year 2% 3 Year 22.6% 5 Year 24.5% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.7% 2023 40% 2022 6.9% 2021 31% 2020 18.9% 2019 4% 2018 -8.3% 2017 33% 2016 2.1% 2015 3.2% Fund Manager information for SBI Magnum Tax Gain Fund
Name Since Tenure Dinesh Balachandran 10 Sep 16 9.06 Yr. Data below for SBI Magnum Tax Gain Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 28.72% Basic Materials 10.8% Consumer Cyclical 10.25% Energy 8.88% Industrials 7.51% Health Care 7.32% Technology 7.25% Consumer Defensive 4.32% Utility 4.26% Communication Services 3.17% Real Estate 1.04% Asset Allocation
Asset Class Value Cash 6.48% Equity 93.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK9% ₹2,719 Cr 28,586,506 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE5% ₹1,538 Cr 11,275,148 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Oct 21 | TATASTEEL3% ₹1,046 Cr 62,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK3% ₹1,000 Cr 7,416,237 Cipla Ltd (Healthcare)
Equity, Since 31 Jul 18 | 5000873% ₹917 Cr 6,098,542 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | M&M3% ₹862 Cr 2,515,083 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC3% ₹860 Cr 21,414,825 State Bank of India (Financial Services)
Equity, Since 31 May 06 | SBIN3% ₹814 Cr 9,335,639 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 11 | 5322152% ₹733 Cr 6,473,332 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK2% ₹727 Cr 3,650,000 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 Oct 20 ₹10,000 31 Oct 21 ₹14,902 31 Oct 22 ₹15,190 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 25 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