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2022 માં રોકાણ કરવા માટે 6 શ્રેષ્ઠ કર બચત SIP MF યોજનાઓ | Fincash.com

ફિન્કેશ »મ્યુચ્યુઅલ ફંડ »શ્રેષ્ઠ ટેક્સ સેવિંગ SIP પ્લાન

2022 માં રોકાણ કરવા માટે 6 શ્રેષ્ઠ કર બચત SIP યોજનાઓ

Updated on December 22, 2024 , 37384 views

ઇક્વિટી લિંક્ડ સેવિંગ સ્કીમ્સ અથવાELSS ભારતીય રોકાણકારોમાં શ્રેષ્ઠ કર બચત વિકલ્પ તરીકે ભારે લોકપ્રિયતા મેળવી રહી છે. તે સારું વળતર આપવાની ક્ષમતા ધરાવે છે, અને તે સૌથી ટૂંકી લોક-ઇન અવધિ પણ ધરાવે છે. ELSS એ ઇક્વિટી ડાઇવર્સિફાઇડ ફંડ છે, જેમાં ફંડ કોર્પસનો મોટો ભાગ ક્યાં તો રોકાણ કરવામાં આવે છેઇક્વિટી ફંડ અથવા ઇક્વિટી-સંબંધિત ઉત્પાદનો. રોકાણકારો INR 1,50 સુધીની કર કપાત મેળવી શકે છે,000 હેઠળકલમ 80C નાઆવક વેરો તેમના કરપાત્રમાંથી કાર્ય કરોઆવક. જેમ કે આ ભંડોળ બેવડા લાભો ઓફર કરે છે - કર બચત અને સંપત્તિ સર્જન, રોકાણકારો ELSS માં રોકાણ કરી શકે છે અને તેમના રોકાણમાંથી મહત્તમ લાભ મેળવી શકે છે. તેથી, ની પ્રક્રિયા બનાવવા માટેરોકાણ સરળ, અમે શ્રેષ્ઠ ટેક્સ સેવિંગ શોર્ટલિસ્ટ કર્યું છેSIP યોજનાઓ જે રોકાણકારોને શ્રેષ્ઠ વળતર આપે છે.

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ઇક્વિટી લિંક્ડ સેવિંગ સ્કીમ (ELSS) નાણાકીય વર્ષ 22 - 23 માં રોકાણ કરવા માટે શ્રેષ્ઠ પરફોર્મિંગ SIP ફંડ્સ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Long Term Equity Fund Growth ₹55.6286
↑ 0.06
₹4,187 500 -0.315.550.128.424.337
SBI Magnum Tax Gain Fund Growth ₹426.584
↑ 0.29
₹27,847 500 -6.51.831.125.124.440
HDFC Tax Saver Fund Growth ₹1,321.95
↓ -2.93
₹15,945 500 -7.21.723.722.320.733.2
Franklin India Taxshield Growth ₹1,461.27
↓ -0.96
₹6,890 500 -64.724.819.920.531.2
DSP BlackRock Tax Saver Fund Growth ₹134.932
↑ 0.14
₹16,835 500 -6.74.226.719.821.330
L&T Tax Advantage Fund Growth ₹135.15
↓ -0.15
₹4,303 500 -3.9634.219.419.628.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24
*ઉપર શ્રેષ્ઠની યાદી છેELSS SIP ઉપર AUM/નેટ અસ્કયામતો ધરાવતાં ભંડોળ500 કરોડ. પર છટણીછેલ્લું 3 વર્ષનું વળતર.

1. Motilal Oswal Long Term Equity Fund

(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 CAGR/Annualized return of 18.9% since its launch.  Return for 2023 was 37% , 2022 was 1.8% and 2021 was 32.1% .

Below is the key information for Motilal Oswal Long Term Equity Fund

Motilal Oswal Long Term Equity Fund
Growth
Launch Date 21 Jan 15
NAV (24 Dec 24) ₹55.6286 ↑ 0.06   (0.11 %)
Net Assets (Cr) ₹4,187 on 30 Nov 24
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 0.74
Sharpe Ratio 3.36
Information Ratio 1.64
Alpha Ratio 21.74
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,204
30 Nov 21₹14,302
30 Nov 22₹15,086
30 Nov 23₹19,044
30 Nov 24₹28,882

Motilal Oswal Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for Motilal Oswal Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

DurationReturns
1 Month 7.5%
3 Month -0.3%
6 Month 15.5%
1 Year 50.1%
3 Year 28.4%
5 Year 24.3%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37%
2022 1.8%
2021 32.1%
2020 8.8%
2019 13.2%
2018 -8.7%
2017 44%
2016 12.5%
2015
2014
Fund Manager information for Motilal Oswal Long Term Equity Fund
NameSinceTenure
Ajay Khandelwal11 Dec 230.98 Yr.
Niket Shah17 Oct 231.13 Yr.
Santosh Singh1 Oct 240.17 Yr.
Rakesh Shetty22 Nov 222.03 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials31.68%
Consumer Cyclical24.69%
Financial Services17.08%
Technology9.32%
Real Estate7.04%
Health Care4.9%
Basic Materials3.86%
Asset Allocation
Asset ClassValue
Cash1.19%
Equity98.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT
7%₹289 Cr425,260
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
7%₹278 Cr9,923,692
↓ -779,098
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | KALYANKJIL
5%₹227 Cr3,134,622
↓ -162,310
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES
4%₹178 Cr297,751
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE
4%₹174 Cr1,055,205
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM
4%₹162 Cr408,886
Premier Energies Ltd (Technology)
Equity, Since 30 Sep 24 | PREMIERENE
4%₹155 Cr1,267,798
Inox Wind Ltd (Industrials)
Equity, Since 31 Dec 23 | INOXWIND
4%₹152 Cr7,946,960
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON
4%₹152 Cr24,068,813
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS
4%₹150 Cr148,305

2. SBI Magnum Tax Gain Fund

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 CAGR/Annualized return of 12.6% since its launch.  Ranked 31 in ELSS category.  Return for 2023 was 40% , 2022 was 6.9% and 2021 was 31% .

Below is the key information for SBI Magnum Tax Gain Fund

SBI Magnum Tax Gain Fund
Growth
Launch Date 7 May 07
NAV (24 Dec 24) ₹426.584 ↑ 0.29   (0.07 %)
Net Assets (Cr) ₹27,847 on 30 Nov 24
Category Equity - ELSS
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 2.15
Information Ratio 2.04
Alpha Ratio 10.42
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,952
30 Nov 21₹15,245
30 Nov 22₹17,048
30 Nov 23₹21,607
30 Nov 24₹29,977

SBI Magnum Tax Gain Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for SBI Magnum Tax Gain Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

DurationReturns
1 Month 0.6%
3 Month -6.5%
6 Month 1.8%
1 Year 31.1%
3 Year 25.1%
5 Year 24.4%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40%
2022 6.9%
2021 31%
2020 18.9%
2019 4%
2018 -8.3%
2017 33%
2016 2.1%
2015 3.2%
2014 49.1%
Fund Manager information for SBI Magnum Tax Gain Fund
NameSinceTenure
Dinesh Balachandran10 Sep 168.23 Yr.

Data below for SBI Magnum Tax Gain Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services24.98%
Technology10%
Industrials9.89%
Consumer Cyclical8.39%
Energy8.14%
Basic Materials7.78%
Health Care7.22%
Utility4.56%
Consumer Defensive4.22%
Communication Services3.25%
Real Estate1.12%
Asset Allocation
Asset ClassValue
Cash9.82%
Equity90.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK
8%₹2,109 Cr11,743,253
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
4%₹1,043 Cr8,075,148
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
3%₹964 Cr7,416,237
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 17 | BHARTIARTL
3%₹905 Cr5,563,576
State Bank of India (Financial Services)
Equity, Since 31 May 06 | SBIN
3%₹783 Cr9,335,639
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Oct 21 | TATASTEEL
3%₹752 Cr52,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | M&M
3%₹746 Cr2,515,083
Torrent Power Ltd (Utilities)
Equity, Since 31 Jul 19 | TORNTPOWER
3%₹742 Cr4,910,813
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
2%₹687 Cr14,414,825
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 24 | TCS
2%₹641 Cr1,500,000

3. HDFC Tax Saver Fund

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 CAGR/Annualized return of since its launch.  Ranked 27 in ELSS category.  Return for 2023 was 33.2% , 2022 was 10.5% and 2021 was 35.3% .

Below is the key information for HDFC Tax Saver Fund

HDFC Tax Saver Fund
Growth
Launch Date 31 Mar 96
NAV (24 Dec 24) ₹1,321.95 ↓ -2.93   (-0.22 %)
Net Assets (Cr) ₹15,945 on 30 Nov 24
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio 2.05
Information Ratio 1.74
Alpha Ratio 6.81
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹9,761
30 Nov 21₹14,028
30 Nov 22₹16,324
30 Nov 23₹19,554
30 Nov 24₹25,896

HDFC Tax Saver Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for HDFC Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

DurationReturns
1 Month -0.5%
3 Month -7.2%
6 Month 1.7%
1 Year 23.7%
3 Year 22.3%
5 Year 20.7%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.2%
2022 10.5%
2021 35.3%
2020 5.8%
2019 3.7%
2018 -10.9%
2017 38.7%
2016 7.6%
2015 -6.2%
2014 56.4%
Fund Manager information for HDFC Tax Saver Fund
NameSinceTenure
Roshi Jain13 Jan 222.88 Yr.
Dhruv Muchhal22 Jun 231.45 Yr.

Data below for HDFC Tax Saver Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services42.08%
Health Care12.33%
Consumer Cyclical11.93%
Technology8.25%
Communication Services5.66%
Industrials4.96%
Basic Materials2.85%
Real Estate1.44%
Utility1.31%
Consumer Defensive1%
Energy0.58%
Asset Allocation
Asset ClassValue
Cash7.29%
Equity92.39%
Debt0.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
10%₹1,667 Cr12,900,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | HDFCBANK
10%₹1,614 Cr9,300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
8%₹1,276 Cr11,000,000
Cipla Ltd (Healthcare)
Equity, Since 31 Oct 09 | 500087
5%₹838 Cr5,400,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
5%₹806 Cr5,000,000
↓ -300,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE
4%₹714 Cr4,400,000
↑ 100,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
4%₹636 Cr3,604,000
↓ -1,396,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK
4%₹606 Cr3,500,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI
3%₹554 Cr500,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 06 | SBIN
3%₹451 Cr5,500,000

4. Franklin India Taxshield

The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate

Franklin India Taxshield is a Equity - ELSS fund was launched on 10 Apr 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.4% since its launch.  Ranked 28 in ELSS category.  Return for 2023 was 31.2% , 2022 was 5.4% and 2021 was 36.7% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (24 Dec 24) ₹1,461.27 ↓ -0.96   (-0.07 %)
Net Assets (Cr) ₹6,890 on 30 Nov 24
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio 1.88
Information Ratio 1.1
Alpha Ratio 5.24
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,421
30 Nov 21₹14,790
30 Nov 22₹16,419
30 Nov 23₹19,355
30 Nov 24₹25,622

Franklin India Taxshield SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Franklin India Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

DurationReturns
1 Month 1.4%
3 Month -6%
6 Month 4.7%
1 Year 24.8%
3 Year 19.9%
5 Year 20.5%
10 Year
15 Year
Since launch 21.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.2%
2022 5.4%
2021 36.7%
2020 9.8%
2019 5.1%
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
2014 56.9%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 168.59 Yr.
Rajasa Kakulavarapu1 Dec 231 Yr.

Data below for Franklin India Taxshield as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services28.37%
Consumer Cyclical13.11%
Industrials12.76%
Technology10.31%
Basic Materials6.62%
Consumer Defensive6.29%
Communication Services5.75%
Health Care5.73%
Utility3.77%
Energy3.71%
Real Estate0.69%
Asset Allocation
Asset ClassValue
Cash2.24%
Equity97.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
9%₹588 Cr4,546,914
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
8%₹566 Cr3,260,417
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹365 Cr2,263,637
↓ -93,165
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹338 Cr1,922,741
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
5%₹320 Cr883,853
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹261 Cr2,252,948
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
4%₹258 Cr1,462,587
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR
3%₹235 Cr1,625,000
↓ -25,000
NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | 532555
3%₹187 Cr4,581,067
↓ -505,782
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹182 Cr1,364,806

5. DSP BlackRock Tax Saver Fund

The primary investment objective of the Scheme is to seek to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, and to enable investors to avail of a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time.

DSP BlackRock Tax Saver Fund is a Equity - ELSS fund was launched on 18 Jan 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch.  Ranked 12 in ELSS category.  Return for 2023 was 30% , 2022 was 4.5% and 2021 was 35.1% .

Below is the key information for DSP BlackRock Tax Saver Fund

DSP BlackRock Tax Saver Fund
Growth
Launch Date 18 Jan 07
NAV (24 Dec 24) ₹134.932 ↑ 0.14   (0.10 %)
Net Assets (Cr) ₹16,835 on 30 Nov 24
Category Equity - ELSS
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 1.87
Information Ratio 0.91
Alpha Ratio 6.47
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,754
30 Nov 21₹15,306
30 Nov 22₹16,719
30 Nov 23₹19,603
30 Nov 24₹26,581

DSP BlackRock Tax Saver Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for DSP BlackRock Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

DurationReturns
1 Month 0.4%
3 Month -6.7%
6 Month 4.2%
1 Year 26.7%
3 Year 19.8%
5 Year 21.3%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30%
2022 4.5%
2021 35.1%
2020 15%
2019 14.8%
2018 -7.6%
2017 36.3%
2016 11.3%
2015 4.4%
2014 52.2%
Fund Manager information for DSP BlackRock Tax Saver Fund
NameSinceTenure
Rohit Singhania16 Jul 159.39 Yr.

Data below for DSP BlackRock Tax Saver Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services37.58%
Consumer Cyclical9.76%
Basic Materials9.06%
Health Care8.84%
Technology7.81%
Industrials7.26%
Consumer Defensive5.19%
Utility3.95%
Energy3.88%
Communication Services3.74%
Asset Allocation
Asset ClassValue
Cash2.94%
Equity97.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
10%₹1,605 Cr9,247,272
↑ 347,804
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
8%₹1,267 Cr9,807,128
↑ 278,934
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
4%₹685 Cr8,354,119
↑ 529,828
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
4%₹590 Cr3,360,017
↑ 144,060
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
3%₹582 Cr5,015,137
↑ 299,081
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KOTAKBANK
3%₹444 Cr2,563,049
↑ 283,444
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 21 | HCLTECH
2%₹401 Cr2,270,114
↑ 256,845
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
2%₹393 Cr1,439,596
↑ 145,452
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | HINDUNILVR
2%₹378 Cr1,495,324
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
2%₹364 Cr8,907,565

6. L&T Tax Advantage Fund

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

L&T Tax Advantage Fund is a Equity - ELSS fund was launched on 27 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.8% since its launch.  Ranked 7 in ELSS category.  Return for 2023 was 28.4% , 2022 was -3% and 2021 was 30.3% .

Below is the key information for L&T Tax Advantage Fund

L&T Tax Advantage Fund
Growth
Launch Date 27 Feb 06
NAV (24 Dec 24) ₹135.15 ↓ -0.15   (-0.11 %)
Net Assets (Cr) ₹4,303 on 30 Nov 24
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.44
Information Ratio 0.58
Alpha Ratio 12.63
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,772
30 Nov 21₹14,216
30 Nov 22₹14,865
30 Nov 23₹17,393
30 Nov 24₹24,422

L&T Tax Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for L&T Tax Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

DurationReturns
1 Month 3.4%
3 Month -3.9%
6 Month 6%
1 Year 34.2%
3 Year 19.4%
5 Year 19.6%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.4%
2022 -3%
2021 30.3%
2020 13.5%
2019 4.6%
2018 -8.1%
2017 42.3%
2016 8.1%
2015 2.9%
2014 44.8%
Fund Manager information for L&T Tax Advantage Fund
NameSinceTenure
Gautam Bhupal26 Nov 222.02 Yr.
Sonal Gupta21 Jul 213.37 Yr.
Abhishek Gupta1 Mar 240.75 Yr.

Data below for L&T Tax Advantage Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services23.58%
Industrials20.73%
Consumer Cyclical16.37%
Technology10.35%
Basic Materials6.47%
Health Care5.63%
Energy4.08%
Utility3.72%
Consumer Defensive3.56%
Real Estate2.63%
Communication Services1.77%
Asset Allocation
Asset ClassValue
Cash1.1%
Equity98.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
5%₹202 Cr1,162,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
4%₹149 Cr1,155,500
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹136 Cr774,900
↑ 71,800
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
3%₹127 Cr951,812
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
3%₹109 Cr301,450
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 500251
2%₹92 Cr128,900
↓ -29,200
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT
2%₹86 Cr160,000
↓ -24,700
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹81 Cr258,300
State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN
2%₹81 Cr984,432
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
2%₹76 Cr3,150,000
↓ -343,588

Disclaimer:
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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