+91-22-48913909مالی سال 22 - 23 کے لیے 5 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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مالی سال 22 - 23 میں سرمایہ کاری کے لیے سرفہرست 5 ELSS فنڈز
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 BNP Paribas Long Term Equity Fund (ELSS) Growth ₹102.295
↓ -0.39 ₹917 8.3 3.1 7.8 16.4 12.3 4.8 Edelweiss Long Term Equity Fund Growth ₹117.7
↓ -0.24 ₹455 6.1 2.5 7.6 14 11.8 6.7 BOI AXA Tax Advantage Fund Growth ₹167.24
↑ 0.08 ₹1,395 5.1 2.8 6.8 14 11.6 -3.5 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 9.7 15.1 16.9 20.8 10 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 22 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Long Term Advantage Fund BNP Paribas Long Term Equity Fund (ELSS) Edelweiss Long Term Equity Fund BOI AXA Tax Advantage Fund IDBI Equity Advantage Fund Point 1 Upper mid AUM (₹1,318 Cr). Lower mid AUM (₹917 Cr). Bottom quartile AUM (₹455 Cr). Highest AUM (₹1,395 Cr). Bottom quartile AUM (₹485 Cr). Point 2 Oldest track record among peers (25 yrs). Established history (20+ yrs). Established history (17+ yrs). Established history (17+ yrs). Established history (12+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). 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. Point 5 5Y return: 17.39% (top quartile). 5Y return: 12.25% (upper mid). 5Y return: 11.79% (lower mid). 5Y return: 11.61% (bottom quartile). 5Y return: 9.97% (bottom quartile). Point 6 3Y return: 20.64% (upper mid). 3Y return: 16.43% (lower mid). 3Y return: 14.03% (bottom quartile). 3Y return: 13.97% (bottom quartile). 3Y return: 20.84% (top quartile). Point 7 1Y return: 35.51% (top quartile). 1Y return: 7.78% (lower mid). 1Y return: 7.57% (bottom quartile). 1Y return: 6.75% (bottom quartile). 1Y return: 16.92% (upper mid). Point 8 Alpha: 1.75 (bottom quartile). Alpha: 2.86 (upper mid). Alpha: 3.50 (top quartile). Alpha: -0.56 (bottom quartile). Alpha: 1.78 (lower mid). Point 9 Sharpe: 2.27 (top quartile). Sharpe: 0.14 (bottom quartile). Sharpe: 0.17 (lower mid). Sharpe: -0.10 (bottom quartile). Sharpe: 1.21 (upper mid). Point 10 Information ratio: -0.15 (bottom quartile). Information ratio: 0.74 (top quartile). Information ratio: 0.19 (upper mid). Information ratio: 0.08 (lower mid). Information ratio: -1.13 (bottom quartile). HDFC Long Term Advantage Fund
BNP Paribas Long Term Equity Fund (ELSS)
Edelweiss Long Term Equity Fund
BOI AXA Tax Advantage Fund
IDBI Equity Advantage Fund
To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on The investment objective of the Scheme is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities along with income tax rebate, as may be prevalent fromtime to time. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. Research Highlights for BNP Paribas Long Term Equity Fund (ELSS) Below is the key information for BNP Paribas Long Term Equity Fund (ELSS) Returns up to 1 year are on (Erstwhile Edelweiss ELSS Fund) The primary objective of the scheme is to generate long-term capital appreciation with an option of periodic payouts at the end of lock in periods from a portfolio that invests predominantly in equity and equity related instruments. Research Highlights for Edelweiss Long Term Equity Fund Below is the key information for Edelweiss Long Term Equity 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 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 1. 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
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 14 Jan 22 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 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 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 2. BNP Paribas Long Term Equity Fund (ELSS)
BNP Paribas Long Term Equity Fund (ELSS)
Growth Launch Date 5 Jan 06 NAV (18 Aug 26) ₹102.295 ↓ -0.39 (-0.38 %) Net Assets (Cr) ₹917 on 31 Jul 26 Category Equity - ELSS AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.21 Sharpe Ratio 0.14 Information Ratio 0.74 Alpha Ratio 2.86 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,148 31 Jul 23 ₹11,674 31 Jul 24 ₹16,605 31 Jul 25 ₹16,796 31 Jul 26 ₹17,912 Returns for BNP Paribas Long Term Equity Fund (ELSS)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month 3.1% 3 Month 8.3% 6 Month 3.1% 1 Year 7.8% 3 Year 16.4% 5 Year 12.3% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.8% 2024 23.6% 2023 31.3% 2022 -2.1% 2021 23.6% 2020 17.8% 2019 14.3% 2018 -9.3% 2017 42.3% 2016 -6.6% Fund Manager information for BNP Paribas Long Term Equity Fund (ELSS)
Name Since Tenure Silky Jain 1 Jul 26 0.08 Yr. Yash Mehta 1 May 26 0.25 Yr. Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 29.83% Consumer Cyclical 15.89% Industrials 14.15% Basic Materials 9.41% Technology 6.81% Health Care 6.63% Energy 5.11% Consumer Defensive 4.03% Utility 3.08% Communication Services 2.48% Asset Allocation
Asset Class Value Cash 2.55% Equity 97.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK4% ₹36 Cr 450,000
↓ -100,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | ICICIBANK4% ₹34 Cr 250,000 State Bank of India (Financial Services)
Equity, Since 31 Mar 22 | SBIN4% ₹34 Cr 330,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE3% ₹31 Cr 240,000
↓ -41,800 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT3% ₹29 Cr 70,000
↑ 5,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | TITAN3% ₹24 Cr 55,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 24 | 5001033% ₹24 Cr 580,000
↓ -121,626 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 24 | NAVINFLUOR3% ₹24 Cr 31,031
↓ -654 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | RADICO3% ₹23 Cr 59,011
↓ -989 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 23 | POWERINDIA3% ₹23 Cr 6,500
↓ -2,266 3. Edelweiss Long Term Equity Fund
Edelweiss Long Term Equity Fund
Growth Launch Date 30 Dec 08 NAV (18 Aug 26) ₹117.7 ↓ -0.24 (-0.20 %) Net Assets (Cr) ₹455 on 31 Jul 26 Category Equity - ELSS AMC Edelweiss Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.34 Sharpe Ratio 0.17 Information Ratio 0.19 Alpha Ratio 3.5 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,393 31 Jul 23 ₹12,238 31 Jul 24 ₹16,735 31 Jul 25 ₹16,382 31 Jul 26 ₹17,557 Returns for Edelweiss Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month 2.2% 3 Month 6.1% 6 Month 2.5% 1 Year 7.6% 3 Year 14% 5 Year 11.8% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.7% 2024 20% 2023 26.8% 2022 -0.1% 2021 30.4% 2020 13.7% 2019 9.2% 2018 -9.1% 2017 37.7% 2016 -1.1% Fund Manager information for Edelweiss Long Term Equity Fund
Name Since Tenure Ashwani Agarwalla 1 Aug 23 3 Yr. Trideep Bhattacharya 1 Aug 23 3 Yr. Raj Koradia 1 Aug 24 2 Yr. Data below for Edelweiss Long Term Equity Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 35.89% Consumer Cyclical 12.76% Industrials 10.28% Technology 8.33% Health Care 7.04% Energy 6.5% Basic Materials 5.95% Consumer Defensive 3.82% Communication Services 3.52% Utility 3.04% Real Estate 1.06% Asset Allocation
Asset Class Value Cash 1.81% Equity 98.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 17 | ICICIBANK5% ₹22 Cr 156,659
↑ 54,348 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE5% ₹20 Cr 154,769 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | HDFCBANK5% ₹20 Cr 249,864 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL4% ₹16 Cr 84,003 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 15 | LT3% ₹14 Cr 33,431 State Bank of India (Financial Services)
Equity, Since 31 May 18 | SBIN3% ₹11 Cr 111,376 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE2% ₹10 Cr 26,792
↓ -8,049 Ather Energy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 25 | ATHERENERG2% ₹9 Cr 80,511 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 22 | BEL2% ₹9 Cr 219,943 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Aug 24 | MCX2% ₹9 Cr 31,308
↓ -11,387 4. BOI AXA Tax Advantage Fund
BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (18 Aug 26) ₹167.24 ↑ 0.08 (0.05 %) Net Assets (Cr) ₹1,395 on 31 Jul 26 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.1 Information Ratio 0.08 Alpha Ratio -0.56 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹9,927 31 Jul 23 ₹12,134 31 Jul 24 ₹18,689 31 Jul 25 ₹16,778 31 Jul 26 ₹17,242 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 Duration Returns 1 Month 1.4% 3 Month 5.1% 6 Month 2.8% 1 Year 6.8% 3 Year 14% 5 Year 11.6% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.5% 2024 21.6% 2023 34.8% 2022 -1.3% 2021 41.5% 2020 31.2% 2019 14.6% 2018 -16.3% 2017 57.7% 2016 -1.2% Fund Manager information for BOI AXA Tax Advantage Fund
Name Since Tenure Alok Singh 27 Apr 22 4.27 Yr. Data below for BOI AXA Tax Advantage Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 26.33% Industrials 19.8% Basic Materials 12.39% Consumer Cyclical 10.05% Consumer Defensive 6.32% Utility 5.13% Technology 3.22% Health Care 3.13% Communication Services 3.1% Energy 2.07% Real Estate 0.11% Asset Allocation
Asset Class Value Cash 8.23% Equity 91.65% Debt 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN5% ₹66 Cr 639,000
↑ 54,714 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹54 Cr 390,000
↑ 55,000 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 May 24 | 5433494% ₹50 Cr 142,759 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK3% ₹49 Cr 614,000
↑ 84,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL3% ₹48 Cr 110,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL3% ₹44 Cr 235,000 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Apr 25 | ADANIPORTS3% ₹41 Cr 224,000 Quality Power Electrical Equipments Ltd (Industrials)
Equity, Since 31 Jul 25 | QPOWER3% ₹40 Cr 324,293 Power Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 26 | 5328103% ₹38 Cr 885,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹37 Cr 1,041,000 5. 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 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22 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 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 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
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Research Highlights for HDFC Long Term Advantage Fund