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6 ಅತ್ಯುತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸುತ್ತಿರುವ ತೆರಿಗೆ ಉಳಿತಾಯ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು 2022
ಮೂಲೆಯಲ್ಲಿ ತೆರಿಗೆ ಋತುವಿನೊಂದಿಗೆ, ಹೂಡಿಕೆ ಮಾಡುವ ಹೂಡಿಕೆದಾರರುELSS ಯಾವಾಗಲೂ ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸುತ್ತಿರುವ ನಿಧಿಗಳನ್ನು ನೋಡಿಮಾರುಕಟ್ಟೆ. ಅನೇಕ ಹೂಡಿಕೆದಾರರು ಅನೇಕ ಹೂಡಿಕೆಗಳಲ್ಲಿ ಒಂದು ನಿಧಿಯನ್ನು ಆಯ್ಕೆ ಮಾಡಲು ಕಷ್ಟವಾಗಿರುವುದರಿಂದ, ELSS ವಿಭಾಗದಲ್ಲಿ ಕೆಲವು ಉತ್ತಮ ಪ್ರದರ್ಶನಕಾರರನ್ನು ಸೂಚಿಸಲು ನಾವು ಇಲ್ಲಿದ್ದೇವೆ.
ಹೂಡಿಕೆದಾರರು ಈ ನಿಧಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಬಹುದು ಮತ್ತು ಪ್ರತಿ ವರ್ಷ INR 1.5 ಲಕ್ಷದವರೆಗೆ ಉಳಿಸಬಹುದುವಿಭಾಗ 80 ಸಿ ನಆದಾಯ ತೆರಿಗೆ ಕಾಯಿದೆ 1961. ELSS ಯೋಜನೆಗಳು ಕನಿಷ್ಠ 3 ವರ್ಷಗಳ ಲಾಕ್-ಇನ್ ಅವಧಿಯನ್ನು ಹೊಂದಿರುತ್ತವೆ. ನಮ್ಮ ಶಿಫಾರಸು ಮಾಡಲಾದ ಉತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ತೆರಿಗೆ ಉಳಿತಾಯಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು AUM ನಂತಹ ಕೆಲವು ಪ್ರಮುಖ ನಿಯತಾಂಕಗಳನ್ನು ಕೈಗೊಳ್ಳುವ ಮೂಲಕ ಎಚ್ಚರಿಕೆಯಿಂದ ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಲಾಗಿದೆ,ಅವು ಅಲ್ಲ, ಹಿಂದಿನ ಪ್ರದರ್ಶನಗಳು, ಇತ್ಯಾದಿ.
ಹೀಗಾಗಿ, ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ತೆರಿಗೆ ಉಳಿತಾಯವನ್ನು ಸುಲಭವಾಗಿ ಯೋಜಿಸಬಹುದುಹೂಡಿಕೆ ಈ ನಿಧಿಗಳಲ್ಲಿ.
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ಅತ್ಯುತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸುತ್ತಿರುವ ತೆರಿಗೆ ಉಳಿತಾಯ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು
To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation.. Tata India Tax Savings Fund is a Equity - ELSS fund was launched on 13 Oct 14. It is a fund with Moderately High risk and has given a Below is the key information for Tata India Tax Savings 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 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 Below is the key information for L&T Tax Advantage Fund Returns up to 1 year are on To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors, the scheme aims at providing returns through capital appreciation. Principal Tax Savings 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 Principal Tax Savings 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 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 Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Tata India Tax Savings Fund Growth ₹42.6253
↓ -0.19 ₹4,680 -2.9 9.8 27.4 14.5 17.6 24 IDFC Tax Advantage (ELSS) Fund Growth ₹145.093
↓ -0.90 ₹6,900 -5.1 3.1 21.5 14.3 22 28.3 L&T Tax Advantage Fund Growth ₹128.758
↓ -0.36 ₹4,253 -2.6 8.8 37 16.7 18.8 28.4 Principal Tax Savings Fund Growth ₹474.226
↓ -2.79 ₹1,351 -5.3 3 20.8 12.1 18.3 24.5 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 BOI AXA Tax Advantage Fund Growth ₹161.48
↓ -1.21 ₹1,436 -5.9 1.6 31.6 16.4 24.5 34.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Nov 24 1. Tata India Tax Savings Fund
CAGR/Annualized return of 15.5% since its launch. Ranked 1 in ELSS category. Return for 2023 was 24% , 2022 was 5.9% and 2021 was 30.4% . Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (21 Nov 24) ₹42.6253 ↓ -0.19 (-0.45 %) Net Assets (Cr) ₹4,680 on 31 Oct 24 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0 Sharpe Ratio 2.02 Information Ratio 0.15 Alpha Ratio 2.46 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,592 31 Oct 21 ₹14,951 31 Oct 22 ₹15,678 31 Oct 23 ₹17,115 31 Oct 24 ₹23,489 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24 Duration Returns 1 Month -6.1% 3 Month -2.9% 6 Month 9.8% 1 Year 27.4% 3 Year 14.5% 5 Year 17.6% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 24% 2022 5.9% 2021 30.4% 2020 11.9% 2019 13.6% 2018 -8.4% 2017 46% 2016 2.1% 2015 13.3% 2014 Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Sailesh Jain 16 Dec 21 2.88 Yr. Tejas Gutka 9 Mar 21 3.65 Yr. Data below for Tata India Tax Savings Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 29.58% Consumer Cyclical 16.44% Industrials 14.78% Basic Materials 7.53% Technology 7.11% Energy 5.55% Communication Services 5.01% Utility 3.9% Real Estate 3.3% Health Care 3.2% Consumer Defensive 1.62% Asset Allocation
Asset Class Value Cash 1.99% Equity 98.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK6% ₹299 Cr 1,725,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK5% ₹271 Cr 2,125,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY4% ₹218 Cr 1,160,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹199 Cr 675,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN3% ₹171 Cr 2,175,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL3% ₹161 Cr 940,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322153% ₹160 Cr 1,300,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 5325553% ₹153 Cr 3,451,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON3% ₹144 Cr 6,800,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹129 Cr 352,147 2. IDFC Tax Advantage (ELSS) Fund
CAGR/Annualized return of 18.4% since its launch. Ranked 3 in ELSS category. Return for 2023 was 28.3% , 2022 was 4.2% and 2021 was 49.2% . IDFC Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (21 Nov 24) ₹145.093 ↓ -0.90 (-0.62 %) Net Assets (Cr) ₹6,900 on 31 Oct 24 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio 1.63 Information Ratio -0.02 Alpha Ratio -2.48 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,943 31 Oct 21 ₹17,916 31 Oct 22 ₹18,751 31 Oct 23 ₹21,358 31 Oct 24 ₹27,692 Returns for IDFC Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24 Duration Returns 1 Month -6% 3 Month -5.1% 6 Month 3.1% 1 Year 21.5% 3 Year 14.3% 5 Year 22% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 28.3% 2022 4.2% 2021 49.2% 2020 18.7% 2019 1.9% 2018 -9.4% 2017 53.4% 2016 0.4% 2015 6.9% 2014 42.2% Fund Manager information for IDFC Tax Advantage (ELSS) Fund
Name Since Tenure Daylynn Pinto 20 Oct 16 8.04 Yr. Ritika Behera 7 Oct 23 1.07 Yr. Gaurav Satra 10 Jun 24 0.39 Yr. Data below for IDFC Tax Advantage (ELSS) Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 26.5% Consumer Cyclical 11.23% Technology 10.34% Industrials 9.24% Consumer Defensive 8.93% Basic Materials 8.9% Health Care 8.77% Energy 5.02% Communication Services 3.33% Utility 2.99% Real Estate 1.6% Asset Allocation
Asset Class Value Cash 3.17% Equity 96.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK6% ₹433 Cr 2,500,000
↑ 50,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK5% ₹382 Cr 3,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE5% ₹369 Cr 1,250,000
↑ 75,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 5322154% ₹308 Cr 2,500,000
↑ 200,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY4% ₹263 Cr 1,400,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL3% ₹188 Cr 1,100,000
↓ -100,000 NTPC Ltd (Utilities)
Equity, Since 30 Sep 22 | 5325552% ₹177 Cr 4,000,000 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 5322862% ₹156 Cr 1,500,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Aug 17 | 5000932% ₹156 Cr 2,050,000
↓ -50,000 Cipla Ltd (Healthcare)
Equity, Since 30 Sep 20 | 5000872% ₹141 Cr 850,000
↓ -50,000 3. L&T Tax Advantage Fund
CAGR/Annualized return of 14.6% since its launch. Ranked 7 in ELSS category. Return for 2023 was 28.4% , 2022 was -3% and 2021 was 30.3% . L&T Tax Advantage Fund
Growth Launch Date 27 Feb 06 NAV (21 Nov 24) ₹128.758 ↓ -0.36 (-0.28 %) Net Assets (Cr) ₹4,253 on 31 Oct 24 Category Equity - ELSS AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 2.72 Information Ratio 0.6 Alpha Ratio 11.67 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,844 31 Oct 21 ₹14,423 31 Oct 22 ₹14,802 31 Oct 23 ₹16,277 31 Oct 24 ₹24,134 Returns for L&T Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24 Duration Returns 1 Month -5.8% 3 Month -2.6% 6 Month 8.8% 1 Year 37% 3 Year 16.7% 5 Year 18.8% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Gautam Bhupal 26 Nov 22 1.93 Yr. Sonal Gupta 21 Jul 21 3.28 Yr. Abhishek Gupta 1 Mar 24 0.67 Yr. Data below for L&T Tax Advantage Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 23.1% Industrials 20.71% Consumer Cyclical 17.12% Technology 10.45% Basic Materials 6.44% Health Care 5.38% Energy 4.3% Utility 3.83% Consumer Defensive 3.66% Real Estate 2.84% Communication Services 1.78% Asset Allocation
Asset Class Value Cash 0.39% Equity 99.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK4% ₹201 Cr 1,162,500 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK3% ₹147 Cr 1,155,500 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE3% ₹141 Cr 475,906
↓ -61,694 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY3% ₹132 Cr 703,100 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 5002513% ₹120 Cr 158,100 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT2% ₹111 Cr 301,450 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT2% ₹101 Cr 184,700 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433202% ₹95 Cr 3,493,588 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN2% ₹92 Cr 258,300 KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH2% ₹84 Cr 518,700 4. Principal Tax Savings Fund
CAGR/Annualized return of 16.1% since its launch. Ranked 8 in ELSS category. Return for 2023 was 24.5% , 2022 was 4.3% and 2021 was 32.1% . Principal Tax Savings Fund
Growth Launch Date 31 Mar 96 NAV (21 Nov 24) ₹474.226 ↓ -2.79 (-0.59 %) Net Assets (Cr) ₹1,351 on 31 Oct 24 Category Equity - ELSS AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.26 Sharpe Ratio 1.79 Information Ratio -0.48 Alpha Ratio -0.27 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹10,092 31 Oct 21 ₹16,270 31 Oct 22 ₹16,978 31 Oct 23 ₹18,415 31 Oct 24 ₹24,132 Returns for Principal Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24 Duration Returns 1 Month -5.6% 3 Month -5.3% 6 Month 3% 1 Year 20.8% 3 Year 12.1% 5 Year 18.3% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 24.5% 2022 4.3% 2021 32.1% 2020 18.9% 2019 2.5% 2018 -9.2% 2017 48.8% 2016 6.2% 2015 2.7% 2014 49.4% Fund Manager information for Principal Tax Savings Fund
Name Since Tenure Sudhir Kedia 29 Oct 19 5.01 Yr. Rohit Seksaria 1 Jan 22 2.84 Yr. Data below for Principal Tax Savings Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 32.06% Industrials 13.88% Consumer Cyclical 9.98% Health Care 7.87% Consumer Defensive 7.78% Technology 7.46% Energy 6.39% Communication Services 6.17% Basic Materials 3.67% Utility 0.69% Real Estate 0.5% Asset Allocation
Asset Class Value Cash 3.5% Equity 96.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK7% ₹105 Cr 606,077 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK7% ₹94 Cr 737,000
↑ 76,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE5% ₹71 Cr 239,000
↓ -21,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY4% ₹57 Cr 306,000
↓ -7,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 15 | SUNPHARMA3% ₹39 Cr 200,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5322153% ₹38 Cr 311,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 8901573% ₹37 Cr 283,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT2% ₹35 Cr 96,021 State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN2% ₹35 Cr 444,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Oct 22 | INDIGO2% ₹30 Cr 63,000 5. 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 31 Oct 19 ₹10,000 31 Oct 20 ₹9,439 31 Oct 21 ₹15,733
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 21 Nov 24 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 6. BOI AXA Tax Advantage Fund
CAGR/Annualized return of 19.4% since its launch. Ranked 13 in ELSS category. Return for 2023 was 34.8% , 2022 was -1.3% and 2021 was 41.5% . BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (21 Nov 24) ₹161.48 ↓ -1.21 (-0.74 %) Net Assets (Cr) ₹1,436 on 31 Oct 24 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio 2.34 Information Ratio 0.53 Alpha Ratio 9.3 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹11,437 31 Oct 21 ₹18,517 31 Oct 22 ₹18,708 31 Oct 23 ₹21,227 31 Oct 24 ₹30,948 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24 Duration Returns 1 Month -5.2% 3 Month -5.9% 6 Month 1.6% 1 Year 31.6% 3 Year 16.4% 5 Year 24.5% 10 Year 15 Year Since launch 19.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 34.8% 2022 -1.3% 2021 41.5% 2020 31.2% 2019 14.6% 2018 -16.3% 2017 57.7% 2016 -1.2% 2015 2.1% 2014 44% Fund Manager information for BOI AXA Tax Advantage Fund
Name Since Tenure Alok Singh 27 Apr 22 2.52 Yr. Data below for BOI AXA Tax Advantage Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 26.27% Industrials 16.29% Basic Materials 15.38% Technology 10.7% Consumer Cyclical 5.46% Utility 4.64% Energy 3.81% Consumer Defensive 3.78% Health Care 3.53% Real Estate 1.52% Communication Services 0.99% Asset Allocation
Asset Class Value Cash 7.63% Equity 92.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK5% ₹76 Cr 440,000
↑ 20,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN4% ₹62 Cr 752,000 Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 5002954% ₹56 Cr 1,211,000 Prudent Corporate Advisory Services Ltd (Financial Services)
Equity, Since 31 Oct 23 | 5435273% ₹40 Cr 130,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹39 Cr 955,000 Ami Organics Ltd (Basic Materials)
Equity, Since 31 May 24 | 5433492% ₹34 Cr 172,000 General Insurance Corp of India (Financial Services)
Equity, Since 29 Feb 24 | GICRE2% ₹31 Cr 850,696 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE2% ₹30 Cr 228,000 Siemens Ltd (Industrials)
Equity, Since 30 Jun 22 | 5005502% ₹29 Cr 41,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL2% ₹28 Cr 67,000
ಇಕ್ವಿಟಿ ಲಿಂಕ್ಡ್ ಸೇವಿಂಗ್ ಸ್ಕೀಮ್‌ನಲ್ಲಿ ತೆರಿಗೆ ಉಳಿತಾಯ
ELSS ನೊಂದಿಗೆ ಮತ್ತು ಇಲ್ಲದೆ ತೆರಿಗೆ ಉಳಿತಾಯವನ್ನು ಹೋಲಿಸುವ ಮೂಲಕ ತೆರಿಗೆ ಪ್ರಯೋಜನಗಳನ್ನು ಪರಿಶೀಲಿಸೋಣ:
| ವಿವರಗಳು | ತೆರಿಗೆ ಯೋಜನೆ (ELSS) | ತೆರಿಗೆ ಯೋಜನೆ ಇಲ್ಲ |
|---|---|---|
| ಒಟ್ಟು ಒಟ್ಟುಆದಾಯ | 8,00,000 | 8,00,000 |
| ತೆರಿಗೆಯಿಂದ ವಿನಾಯಿತಿ | 1,50,000 | ಶೂನ್ಯ |
| ಒಟ್ಟುತೆರಿಗೆ ವಿಧಿಸಬಹುದಾದ ಆದಾಯ | 6,50,000 | 8,00,000 |
| ಪಾವತಿಸಬೇಕಾದ ತೆರಿಗೆ | 32,500 | 62,500 |
| ಉಳಿಸಿದ ಮೊತ್ತ | 30,000 | ಶೂನ್ಯ |
ಆದ್ದರಿಂದ, ELSS ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಮೂಲಕ ಉಳಿಸಿದ ಒಟ್ಟು ಮೊತ್ತವು INR 30,000 ಆಗಿದೆ.
ತೆರಿಗೆ ಉಳಿಸುವ ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದರ ಪ್ರಯೋಜನಗಳು
ತೆರಿಗೆ ಪ್ರಯೋಜನಗಳ ಜೊತೆಗೆ, ELSS ನಿಮಗೆ ಈ ಕೆಳಗಿನ ಅನುಕೂಲಗಳನ್ನು ಸಹ ನೀಡುತ್ತದೆ:
ಇಕ್ವಿಟಿ ರಿಟರ್ನ್ಸ್
ELSS ಇಕ್ವಿಟಿ ಮತ್ತು ತೆರಿಗೆ ಉಳಿತಾಯದ ಸಂಯೋಜನೆಯಾಗಿರುವುದರಿಂದ, ಷೇರು ಮಾರುಕಟ್ಟೆ ಬೆಳೆದಂತೆ ನೀವು ಹೂಡಿಕೆ ಮಾಡುವ ಹಣವು ಬೆಳೆಯುತ್ತದೆ. ಆದ್ದರಿಂದ, ಹೂಡಿಕೆದಾರರು ಈಕ್ವಿಟಿ ಮಾರುಕಟ್ಟೆಯಿಂದ ಆದಾಯವನ್ನು ಗಳಿಸಬಹುದು. ಆದ್ದರಿಂದ, ELSS ದೀರ್ಘಾವಧಿಯ ಸಂಪತ್ತು ಸೃಷ್ಟಿಗೆ ಒಂದು ಮಾರ್ಗವಾಗಿದೆ.
SIP ಪ್ರಯೋಜನಗಳು
ಒಂದು ದೊಡ್ಡ ಮೊತ್ತವನ್ನು ಹೂಡಿಕೆ ಮಾಡುವ ಬದಲು, ಹೂಡಿಕೆದಾರರು ಒಂದು ಮೂಲಕ ಮಾಸಿಕ ಹೂಡಿಕೆ ಮಾಡುವ ಮೂಲಕ ಸುಲಭವಾದ ಮಾರ್ಗವನ್ನು ಆಯ್ಕೆ ಮಾಡಬಹುದುSIP. SIP ಯೊಂದಿಗೆ, ಒಬ್ಬರು INR 500 ರಷ್ಟು ಕಡಿಮೆ ಹೂಡಿಕೆ ಮಾಡಬಹುದು, ಇದು ಹೂಡಿಕೆದಾರರಿಗೆ ಅತ್ಯಂತ ಒಳ್ಳೆ ತೆರಿಗೆ ಯೋಜನೆ ಮತ್ತು ಹೂಡಿಕೆ ಮಾರ್ಗವಾಗಿದೆ.
ಕಡಿಮೆ ಲಾಕ್-ಇನ್ ಅವಧಿ
ELSS 3 ವರ್ಷಗಳ ಲಾಕ್-ಇನ್ ಅವಧಿಯನ್ನು ಹೊಂದಿದೆ, ಇದು ಎಲ್ಲಾ ಇತರ ತೆರಿಗೆ-ಉಳಿತಾಯ ಸಾಧನಗಳಲ್ಲಿ ಕಡಿಮೆ ಲಾಕ್-ಇನ್ ಅವಧಿಯಾಗಿದೆ.
ELSS ಫಂಡ್‌ಗಳಲ್ಲಿ ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
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ನಿಮ್ಮ ನೋಂದಣಿ ಮತ್ತು KYC ಪ್ರಕ್ರಿಯೆಯನ್ನು ಪೂರ್ಣಗೊಳಿಸಿ
ದಾಖಲೆಗಳನ್ನು ಅಪ್‌ಲೋಡ್ ಮಾಡಿ (PAN, ಆಧಾರ್, ಇತ್ಯಾದಿ).ಮತ್ತು, ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಸಿದ್ಧರಿದ್ದೀರಿ!
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಗ್ಯಾರಂಟಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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