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2022 के लिए भारत में 5 सर्वश्रेष्ठ ईएलएसएस म्यूचुअल फंड निवेश
बेस्ट एल्स फंड्स या इक्विटी लिंक्ड सेविंग्स स्कीम इक्विटी डायवर्सिफाइड हैंम्यूचुअल फंड्स प्रदान करने के लिए मुख्य रूप से इक्विटी से जुड़े उपकरणों (जैसे शेयर और स्टॉक) में निवेश करते हैंमंडी-लिंक्ड रिटर्न। आमतौर पर, फंड कॉर्पस का 80% इक्विटी में और शेष डेट इंस्ट्रूमेंट्स में निवेश किया जाता है। श्रेष्ठईएलएसएस फंड को टैक्स सेविंग म्यूचुअल फंड के रूप में भी जाना जाता है क्योंकि वे कर लाभ प्रदान करते हैंधारा 80सी काआयकर अधिनियम और निवेश पर 3 साल का लॉक-इन है।
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शीर्ष 5 सर्वश्रेष्ठ प्रदर्शन करने वाले ईएलएसएस म्यूचुअल फंड 2022 - 2023
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 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 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. IDBI Equity Advantage Fund is a Equity - ELSS fund was launched on 10 Sep 13. It is a fund with Moderately High risk and has given a Below is the key information for IDBI Equity Advantage Fund Returns up to 1 year are on To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Long Term Advantage 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 संपत्ति>= 100 करोड़ पर छाँटा गया3 सालसीएजीआर वापसी.1. SBI Magnum Tax Gain Fund
CAGR/Annualized return of 12.2% 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 (12 Mar 25) ₹392.991 ↓ -1.82 (-0.46 %) Net Assets (Cr) ₹27,306 on 31 Jan 25 Category Equity - ELSS AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.8 Information Ratio 2.07 Alpha Ratio 6.82 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,246 28 Feb 22 ₹15,359 28 Feb 23 ₹17,009 29 Feb 24 ₹26,884 28 Feb 25 ₹28,223 Returns for SBI Magnum Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Mar 25 Duration Returns 1 Month -2.3% 3 Month -10.7% 6 Month -12.3% 1 Year 6.1% 3 Year 23.2% 5 Year 27.4% 10 Year 15 Year Since launch 12.2% 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 8.48 Yr. Data below for SBI Magnum Tax Gain Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 25.05% Technology 10.54% Industrials 9.85% Consumer Cyclical 8.83% Energy 8.03% Basic Materials 7.4% Health Care 7.38% Utility 4.73% Consumer Defensive 4.14% Communication Services 3.31% Real Estate 0.97% Asset Allocation
Asset Class Value Cash 9.62% Equity 90.24% Debt 0.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK7% ₹2,020 Cr 11,893,253
↑ 150,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE4% ₹1,022 Cr 8,075,148 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK3% ₹929 Cr 7,416,237 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 17 | BHARTIARTL3% ₹905 Cr 5,563,576 Torrent Power Ltd (Utilities)
Equity, Since 31 Jul 19 | 5327793% ₹821 Cr 5,610,813
↑ 424,047 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | M&M3% ₹752 Cr 2,515,083 State Bank of India (Financial Services)
Equity, Since 31 May 06 | SBIN3% ₹722 Cr 9,335,639 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Oct 21 | TATASTEEL3% ₹700 Cr 52,000,000 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC2% ₹645 Cr 14,414,825 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 11 | 5322152% ₹638 Cr 6,473,332
↑ 1,981,000 2. 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 (12 Mar 25) ₹1,240.99 ↓ -2.77 (-0.22 %) Net Assets (Cr) ₹15,413 on 31 Jan 25 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.79 Information Ratio 1.91 Alpha Ratio 5.38 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,460 28 Feb 22 ₹15,005 28 Feb 23 ₹16,962 29 Feb 24 ₹24,594 28 Feb 25 ₹26,273 Returns for HDFC Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Mar 25 Duration Returns 1 Month -2.8% 3 Month -8.8% 6 Month -11% 1 Year 6.4% 3 Year 21% 5 Year 26.1% 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 3.13 Yr. Dhruv Muchhal 22 Jun 23 1.69 Yr. Data below for HDFC Tax Saver Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 40.82% Consumer Cyclical 13.5% Health Care 10.74% Technology 6.67% Industrials 5.95% Communication Services 5.85% Basic Materials 5.51% Utility 1.27% Real Estate 1.15% Consumer Defensive 1.02% Energy 0.59% Asset Allocation
Asset Class Value Cash 6.62% Equity 93.05% Debt 0.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK10% ₹1,503 Cr 12,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | HDFCBANK10% ₹1,495 Cr 8,800,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322158% ₹1,282 Cr 13,000,000
↑ 1,400,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹813 Cr 5,000,000 Cipla Ltd (Healthcare)
Equity, Since 31 Oct 09 | 5000875% ₹799 Cr 5,400,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI4% ₹677 Cr 550,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE4% ₹668 Cr 4,500,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK4% ₹665 Cr 3,500,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH4% ₹578 Cr 3,350,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 06 | SBIN2% ₹309 Cr 4,000,000
↓ -500,000 3. IDBI Equity Advantage Fund
CAGR/Annualized return of 16% since its launch. Ranked 21 in ELSS category. . 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,664 28 Feb 22 ₹13,597 28 Feb 23 ₹13,980 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Mar 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 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 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 4. HDFC Long Term Advantage Fund
CAGR/Annualized return of 21.4% since its launch. Ranked 23 in ELSS category. . 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,207
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 12 Mar 25 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 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 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 5. Motilal Oswal Long Term Equity Fund
CAGR/Annualized return of 15.3% 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 (12 Mar 25) ₹42.47 ↓ -0.09 (-0.20 %) Net Assets (Cr) ₹3,876 on 31 Jan 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 0.74 Sharpe Ratio 0.74 Information Ratio 0.72 Alpha Ratio 10.73 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹11,796 28 Feb 22 ₹13,633 28 Feb 23 ₹14,395 29 Feb 24 ₹21,754 28 Feb 25 ₹22,281 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Mar 25 Duration Returns 1 Month -5.6% 3 Month -24.9% 6 Month -21.7% 1 Year 7.3% 3 Year 20.2% 5 Year 21.5% 10 Year 15 Year Since launch 15.3% 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 1.22 Yr. Rakesh Shetty 22 Nov 22 2.27 Yr. Atul Mehra 1 Oct 24 0.41 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Industrials 32.43% Consumer Cyclical 22.15% Financial Services 17.18% Technology 11.95% Real Estate 6.78% Basic Materials 6.03% Health Care 1.98% Asset Allocation
Asset Class Value Cash 1.51% Equity 98.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002516% ₹245 Cr 425,260 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433206% ₹219 Cr 9,923,692 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | KALYANKJIL4% ₹158 Cr 3,134,622 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹153 Cr 235,044 Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM4% ₹146 Cr 408,886 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE4% ₹143 Cr 1,055,205 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES4% ₹143 Cr 297,751 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON4% ₹140 Cr 24,068,813 Coforge Ltd (Technology)
Equity, Since 31 Jul 24 | COFORGE4% ₹139 Cr 168,355 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX3% ₹135 Cr 235,083
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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Nice article