Table of Contents
4 શ્રેષ્ઠ કર બચત ELSS મ્યુચ્યુઅલ ફંડ નાણાકીય વર્ષ 22 - 23
ELSS (ઇક્વિટી લિંક્ડ સેવિંગ સ્કીમ) શ્રેષ્ઠ ટેક્સ-બચત વિકલ્પોમાંથી એક છે જે તમને ઘણા પૈસા બચાવવામાં મદદ કરે છે.આવક વેરો કમાણી સાથેપાટનગર રોકાણ પર પ્રશંસા.
ટેક્સ સેવિંગ ELSS ફંડ્સ INR 1,50 સુધીની કર મુક્તિને મંજૂરી આપે છે,000 હેઠળકલમ 80C નાઆવક ટેક્સ એક્ટ. તેથી, દ્વારારોકાણ આ કર બચતમાંમ્યુચ્યુઅલ ફંડ, 30% ના ઉચ્ચતમ ટેક્સ બ્રેકેટમાં રોકાણકારો પણ સારા વળતરની સાથે ચોક્કસ નાણાકીય વર્ષ માટે લગભગ INR 46,000 ની કર મુક્તિ મેળવી શકે છે.
ELSS છેબજાર-લિંક્ડ રોકાણો, તમને આ ફંડ્સમાં સમજદારીપૂર્વક રોકાણ કરવાનું સૂચન કરવામાં આવે છે જેથી કરીને લાંબા ગાળાના નુકસાન અને જોખમોને ટાળી શકાય.
નાણાકીય વર્ષ 22 - 23 માં ELSS ફંડમાં રોકાણ કરવાના લાભો
- ELSS મ્યુચ્યુઅલ ફંડ્સ INR 1,50,000 સુધીની કર મુક્તિ આપે છે.
- વળતર અન્ય દ્વારા ઓફર કરવામાં આવતા વળતર કરતાં ઘણું વધારે છેકર બચત રોકાણ વિકલ્પો
- ELSS પાસે 3 વર્ષનો સૌથી ટૂંકો લોક-ઇન સમયગાળો છે, જે અન્ય કર બચત રોકાણો કરતાં તુલનાત્મક રીતે ઘણો ઓછો છે.
- ELSS ફંડ્સ દ્વારા રોકાણ કરવાનો વિકલ્પ આપે છેSIP, જેથી રોકાણકારો માસિક નાની રકમનું રોકાણ કરીને સરળતાથી તેમના ELSS રોકાણનું સંચાલન કરી શકે છે.
ઉપરોક્ત તમામ પરિબળો ELSS ને શ્રેષ્ઠ કર બચત વિકલ્પોમાંથી એક બનાવે છે.
જો તમે રોકાણ કરવાનું વિચારી રહ્યા છો, તો SIP (સિસ્ટમેટિકરોકાણ યોજના) એક છેનાણાંનું રોકાણ કરવાની શ્રેષ્ઠ રીતો ELSS માં. નિયમિત રોકાણની આદત તમારા પોર્ટફોલિયોને શિસ્તબદ્ધ અને સંતુલિત રાખે છે. ઉપરાંત, ટેક્સ કેલેન્ડરની છેલ્લી ક્ષણે એકસાથે નાણાંની વ્યવસ્થા કરવાની ઝંઝટ દૂર થાય છે. SIP માં, તમે રોકાણની રકમ નક્કી કરી શકો છો, જે રૂ. જેટલી ઓછી હોઈ શકે છે. 500, અને તે તારીખ જ્યાં તમારા પૈસા તમારામાંથી ઓટો-કપાત કરવામાં આવશેબેંક ELSS ફંડમાં ખાતું.
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ટોચના 4 શ્રેષ્ઠ પ્રદર્શન કર બચત ELSS મ્યુચ્યુઅલ ફંડ્સ
To generate long-term capital appreciation through investments made primarily in equity and equity related securities of companies. ICICI Prudential Long Term Equity Fund (Tax Saving) is a Equity - ELSS fund was launched on 19 Aug 99. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Long Term Equity Fund (Tax Saving) Returns up to 1 year are on (ELSS Scheme) Seeking to provide long term capital appreciation by predominantly investing in equities and to facilitate the subscribers to seek tax benefits as provided under Section 80 C of the Income Tax Act, 1961. However, there can be no assurance that the investment objective of
the scheme will be realized. Canara Robeco Equity Tax Saver is a Equity - ELSS fund was launched on 2 Feb 09. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Equity Tax Saver 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.) BOI AXA Tax Advantage Fund is a Equity - ELSS fund was launched on 25 Feb 09. It is a fund with Moderately High risk and has given a Below is the key information for BOI AXA Tax Advantage Fund Returns up to 1 year are on 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. IDFC Tax Advantage (ELSS) Fund is a Equity - ELSS fund was launched on 26 Dec 08. It is a fund with Moderately High risk and has given a Below is the key information for IDFC Tax Advantage (ELSS) Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Since launch (%) ICICI Prudential Long Term Equity Fund (Tax Saving) Growth ₹849.03
↓ -14.84 ₹12,744 -5.2 -9.1 5.7 11.7 26.3 16.4 18.9 Canara Robeco Equity Tax Saver Growth ₹157.19
↓ -2.84 ₹7,717 -9.1 -11.4 2.7 10.6 25 17.5 18.6 BOI AXA Tax Advantage Fund Growth ₹144.11
↓ -5.12 ₹1,182 -14.7 -15.6 -6.8 13.2 27 21.6 18 IDFC Tax Advantage (ELSS) Fund Growth ₹137.637
↓ -2.74 ₹6,232 -7.8 -11.9 -1.5 11.2 31.1 13.1 17.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Apr 25 100 કરોડ લૉન્ચ/પ્રારંભથી વાર્ષિક વળતર પર ક્રમાંકિત.1. ICICI Prudential Long Term Equity Fund (Tax Saving)
CAGR/Annualized return of 18.9% since its launch. Ranked 30 in ELSS category. Return for 2024 was 16.4% , 2023 was 23.2% and 2022 was 2.3% . ICICI Prudential Long Term Equity Fund (Tax Saving)
Growth Launch Date 19 Aug 99 NAV (04 Apr 25) ₹849.03 ↓ -14.84 (-1.72 %) Net Assets (Cr) ₹12,744 on 28 Feb 25 Category Equity - ELSS AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.87 Sharpe Ratio -0.22 Information Ratio -0.12 Alpha Ratio 2.16 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 ₹17,530 31 Mar 22 ₹21,619 31 Mar 23 ₹21,032 31 Mar 24 ₹28,975 31 Mar 25 ₹31,434 Returns for ICICI Prudential Long Term Equity Fund (Tax Saving)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 Duration Returns 1 Month 5.6% 3 Month -5.2% 6 Month -9.1% 1 Year 5.7% 3 Year 11.7% 5 Year 26.3% Since launch 18.9% 10 Year 15 Year Historical performance (Yearly) on absolute basis
Year Returns 2023 16.4% 2022 23.2% 2021 2.3% 2020 33.7% 2019 13.6% 2018 8.8% 2017 0.5% 2016 26% 2015 3.9% 2014 4.3% Fund Manager information for ICICI Prudential Long Term Equity Fund (Tax Saving)
Name Since Tenure Mittul Kalawadia 18 Sep 23 1.53 Yr. Sharmila D’mello 31 Jul 22 2.67 Yr. Data below for ICICI Prudential Long Term Equity Fund (Tax Saving) as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 32% Consumer Cyclical 14.91% Health Care 11.44% Industrials 7.69% Communication Services 6.25% Consumer Defensive 6% Energy 5.42% Technology 3.59% Utility 3.57% Basic Materials 3.16% Real Estate 0.83% Asset Allocation
Asset Class Value Cash 5.13% Equity 94.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK9% ₹1,194 Cr 9,918,908 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK8% ₹1,065 Cr 6,147,320 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL5% ₹636 Cr 4,050,711
↓ -233,943 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | MARUTI5% ₹627 Cr 524,569
↓ -88,134 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 17 | SUNPHARMA5% ₹612 Cr 3,843,010
↑ 170,593 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 29 Feb 20 | 5403765% ₹610 Cr 1,792,278
↓ -165,722 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 5322154% ₹564 Cr 5,558,385 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 18 | LT4% ₹518 Cr 1,638,689
↑ 103,623 Reliance Industries Ltd (Energy)
Equity, Since 31 May 20 | RELIANCE4% ₹450 Cr 3,750,000
↑ 100,000 NTPC Ltd (Utilities)
Equity, Since 31 Oct 23 | 5325553% ₹430 Cr 13,814,273
↑ 700,000 2. Canara Robeco Equity Tax Saver
CAGR/Annualized return of 18.6% since its launch. Ranked 36 in ELSS category. Return for 2024 was 17.5% , 2023 was 23.7% and 2022 was -0.2% . Canara Robeco Equity Tax Saver
Growth Launch Date 2 Feb 09 NAV (04 Apr 25) ₹157.19 ↓ -2.84 (-1.77 %) Net Assets (Cr) ₹7,717 on 28 Feb 25 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio -0.32 Information Ratio -0.69 Alpha Ratio 1.26 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 ₹17,361 31 Mar 22 ₹20,883 31 Mar 23 ₹20,772 31 Mar 24 ₹27,703 31 Mar 25 ₹29,640 Returns for Canara Robeco Equity Tax Saver
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 Duration Returns 1 Month 3.8% 3 Month -9.1% 6 Month -11.4% 1 Year 2.7% 3 Year 10.6% 5 Year 25% Since launch 18.6% 10 Year 15 Year Historical performance (Yearly) on absolute basis
Year Returns 2023 17.5% 2022 23.7% 2021 -0.2% 2020 35.1% 2019 27.4% 2018 10.7% 2017 2.7% 2016 32% 2015 0% 2014 0.6% Fund Manager information for Canara Robeco Equity Tax Saver
Name Since Tenure Vishal Mishra 26 Jun 21 3.68 Yr. Shridatta Bhandwaldar 1 Oct 19 5.42 Yr. Data below for Canara Robeco Equity Tax Saver as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 28.14% Consumer Cyclical 14.21% Industrials 10.95% Technology 9.03% Health Care 6.67% Consumer Defensive 5.99% Basic Materials 5.54% Energy 5.53% Utility 3.92% Communication Services 3.68% Real Estate 1.88% Asset Allocation
Asset Class Value Cash 4.45% Equity 95.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK8% ₹594 Cr 3,427,584
↑ 40,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK7% ₹525 Cr 4,361,000
↑ 35,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY5% ₹373 Cr 2,211,310
↑ 50,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE4% ₹283 Cr 2,362,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL3% ₹254 Cr 1,615,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 5000343% ₹212 Cr 247,950 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹205 Cr 649,369
↑ 10,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325552% ₹176 Cr 5,650,988 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN2% ₹174 Cr 2,525,000
↑ 30,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322152% ₹158 Cr 1,553,000
↑ 25,000 3. BOI AXA Tax Advantage Fund
CAGR/Annualized return of 18% since its launch. Ranked 13 in ELSS category. Return for 2024 was 21.6% , 2023 was 34.8% and 2022 was -1.3% . BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (04 Apr 25) ₹144.11 ↓ -5.12 (-3.43 %) Net Assets (Cr) ₹1,182 on 28 Feb 25 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.75 Information Ratio 0.03 Alpha Ratio -6.98 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 ₹17,451 31 Mar 22 ₹21,638 31 Mar 23 ₹21,564 31 Mar 24 ₹33,320 31 Mar 25 ₹33,284 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 Duration Returns 1 Month 5.2% 3 Month -14.7% 6 Month -15.6% 1 Year -6.8% 3 Year 13.2% 5 Year 27% Since launch 18% 10 Year 15 Year Historical performance (Yearly) on absolute basis
Year Returns 2023 21.6% 2022 34.8% 2021 -1.3% 2020 41.5% 2019 31.2% 2018 14.6% 2017 -16.3% 2016 57.7% 2015 -1.2% 2014 2.1% Fund Manager information for BOI AXA Tax Advantage Fund
Name Since Tenure Alok Singh 27 Apr 22 2.85 Yr. Data below for BOI AXA Tax Advantage Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 25.03% Technology 15.87% Basic Materials 14.62% Industrials 14.46% Utility 6.52% Consumer Cyclical 5.47% Health Care 3.84% Consumer Defensive 3.77% Real Estate 2.69% Communication Services 2.01% Energy 1.38% Asset Allocation
Asset Class Value Cash 4.34% Equity 95.65% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK5% ₹62 Cr 355,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN5% ₹58 Cr 839,000 Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 5002955% ₹56 Cr 1,412,000
↑ 59,000 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE4% ₹48 Cr 65,600
↑ 1,800 Ami Organics Ltd (Basic Materials)
Equity, Since 31 May 24 | 5433493% ₹35 Cr 161,471
↓ -4,149 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK3% ₹34 Cr 285,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Dec 23 | DIXON3% ₹33 Cr 24,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹30 Cr 955,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL2% ₹27 Cr 86,000
↑ 6,000 Swan Energy Ltd (Industrials)
Equity, Since 29 Feb 24 | SWANENERGY2% ₹27 Cr 650,000 4. IDFC Tax Advantage (ELSS) Fund
CAGR/Annualized return of 17.5% since its launch. Ranked 3 in ELSS category. Return for 2024 was 13.1% , 2023 was 28.3% and 2022 was 4.2% . IDFC Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (04 Apr 25) ₹137.637 ↓ -2.74 (-1.95 %) Net Assets (Cr) ₹6,232 on 28 Feb 25 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio -0.61 Information Ratio 0.05 Alpha Ratio -2.68 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 ₹19,952 31 Mar 22 ₹26,175 31 Mar 23 ₹26,363 31 Mar 24 ₹36,708 31 Mar 25 ₹37,731 Returns for IDFC Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 Duration Returns 1 Month 3.3% 3 Month -7.8% 6 Month -11.9% 1 Year -1.5% 3 Year 11.2% 5 Year 31.1% Since launch 17.5% 10 Year 15 Year Historical performance (Yearly) on absolute basis
Year Returns 2023 13.1% 2022 28.3% 2021 4.2% 2020 49.2% 2019 18.7% 2018 1.9% 2017 -9.4% 2016 53.4% 2015 0.4% 2014 6.9% Fund Manager information for IDFC Tax Advantage (ELSS) Fund
Name Since Tenure Daylynn Pinto 20 Oct 16 8.37 Yr. Ritika Behera 7 Oct 23 1.4 Yr. Gaurav Satra 10 Jun 24 0.72 Yr. Data below for IDFC Tax Advantage (ELSS) Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 31.46% Technology 8.99% Basic Materials 8.87% Consumer Defensive 8.17% Consumer Cyclical 8.12% Health Care 7.38% Energy 6.87% Industrials 6.12% Communication Services 3.08% Utility 2.17% Real Estate 1.34% Asset Allocation
Asset Class Value Cash 7.41% Equity 92.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK8% ₹494 Cr 2,850,000
↑ 150,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE6% ₹372 Cr 3,100,000
↑ 200,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK5% ₹325 Cr 2,700,000
↓ -300,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 5322155% ₹284 Cr 2,800,000
↑ 100,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS4% ₹235 Cr 675,000
↑ 75,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY4% ₹228 Cr 1,350,000
↓ -50,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL3% ₹157 Cr 1,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK2% ₹143 Cr 750,000
↑ 200,000 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 5322862% ₹128 Cr 1,500,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000342% ₹128 Cr 150,000
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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