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ಫಿನ್ಕಾಶ್ »ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು »ಅತ್ಯುತ್ತಮ ತೆರಿಗೆ ಉಳಿತಾಯ

4 ಅತ್ಯುತ್ತಮ ತೆರಿಗೆ ಉಳಿತಾಯ ELSS ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು FY 22 - 23

Updated on December 21, 2024 , 10433 views

ELSS (ಇಕ್ವಿಟಿ ಲಿಂಕ್ಡ್ ಸೇವಿಂಗ್ ಸ್ಕೀಮ್) ನೀವು ಬಹಳಷ್ಟು ಹಣವನ್ನು ಉಳಿಸಲು ಸಹಾಯ ಮಾಡುವ ಅತ್ಯುತ್ತಮ ತೆರಿಗೆ-ಉಳಿತಾಯ ಆಯ್ಕೆಗಳಲ್ಲಿ ಒಂದಾಗಿದೆಆದಾಯ ತೆರಿಗೆ ಗಳಿಸುವುದರ ಜೊತೆಗೆಬಂಡವಾಳ ಹೂಡಿಕೆಗಳ ಮೇಲೆ ಮೆಚ್ಚುಗೆ.

ತೆರಿಗೆ ಉಳಿಸುವ ELSS ನಿಧಿಗಳು INR 1,50 ವರೆಗೆ ತೆರಿಗೆ ವಿನಾಯಿತಿಗಳನ್ನು ಅನುಮತಿಸುತ್ತದೆ,000 ಅಡಿಯಲ್ಲಿವಿಭಾಗ 80 ಸಿ ಅದರಆದಾಯ ತೆರಿಗೆ ಕಾಯಿದೆ. ಆದ್ದರಿಂದ, ಮೂಲಕಹೂಡಿಕೆ ಈ ತೆರಿಗೆ ಉಳಿತಾಯದಲ್ಲಿಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು, 30% ರ ಅತ್ಯಧಿಕ ತೆರಿಗೆ ಬ್ರಾಕೆಟ್‌ನಲ್ಲಿರುವ ಹೂಡಿಕೆದಾರರು ಸಹ ಉತ್ತಮ ಆದಾಯವನ್ನು ಗಳಿಸುವುದರ ಜೊತೆಗೆ ನಿರ್ದಿಷ್ಟ ಹಣಕಾಸು ವರ್ಷಕ್ಕೆ ಸುಮಾರು INR 46,000 ತೆರಿಗೆ ವಿನಾಯಿತಿಗಳನ್ನು ಪಡೆಯಬಹುದು.

Tax-Savings

ELSS ಇವೆಮಾರುಕಟ್ಟೆ-ಸಂಯೋಜಿತ ಹೂಡಿಕೆಗಳು, ದೀರ್ಘಾವಧಿಯ ನಷ್ಟಗಳು ಮತ್ತು ಅಪಾಯಗಳನ್ನು ತಪ್ಪಿಸಲು ಈ ನಿಧಿಗಳಲ್ಲಿ ಬುದ್ಧಿವಂತಿಕೆಯಿಂದ ಹೂಡಿಕೆಗಳನ್ನು ಕೈಗೊಳ್ಳಲು ನಿಮಗೆ ಸೂಚಿಸಲಾಗಿದೆ.

ELSS ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಪ್ರಯೋಜನಗಳು FY 22 - 23

  • ELSS ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು INR 1,50,000 ವರೆಗೆ ತೆರಿಗೆ ವಿನಾಯಿತಿಗಳನ್ನು ಒದಗಿಸುತ್ತವೆ.
  • ರಿಟರ್ನ್ಸ್ ಇತರವು ನೀಡುವ ಆದಾಯಕ್ಕಿಂತ ಹೆಚ್ಚುತೆರಿಗೆ ಉಳಿತಾಯ ಹೂಡಿಕೆ ಆಯ್ಕೆಗಳು.
  • ELSS 3 ವರ್ಷಗಳ ಕಡಿಮೆ ಲಾಕ್-ಇನ್ ಅವಧಿಯನ್ನು ಹೊಂದಿದೆ, ಇದು ಇತರ ತೆರಿಗೆ ಉಳಿತಾಯ ಹೂಡಿಕೆಗಳಿಗಿಂತ ತುಲನಾತ್ಮಕವಾಗಿ ಕಡಿಮೆಯಾಗಿದೆ.
  • ELSS ನಿಧಿಗಳು ಹೂಡಿಕೆ ಮಾಡುವ ಆಯ್ಕೆಯನ್ನು ನೀಡುತ್ತವೆSIP, ಆದ್ದರಿಂದ ಹೂಡಿಕೆದಾರರು ಮಾಸಿಕ ಸಣ್ಣ ಮೊತ್ತವನ್ನು ಹೂಡಿಕೆ ಮಾಡುವ ಮೂಲಕ ತಮ್ಮ ELSS ಹೂಡಿಕೆಯನ್ನು ಸುಲಭವಾಗಿ ನಿರ್ವಹಿಸಬಹುದು.

ಮೇಲೆ ತಿಳಿಸಿದ ಎಲ್ಲಾ ಅಂಶಗಳು ELSS ಅನ್ನು ಅತ್ಯುತ್ತಮ ತೆರಿಗೆ ಉಳಿತಾಯ ಆಯ್ಕೆಗಳಲ್ಲಿ ಒಂದನ್ನಾಗಿ ಮಾಡುತ್ತದೆ.

ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಯೋಜಿಸುತ್ತಿದ್ದರೆ, ನಂತರ SIP (ಸಿಸ್ಟಮ್ಯಾಟಿಕ್ಹೂಡಿಕೆ ಯೋಜನೆ) ಒಂದಾಗಿದೆಹಣವನ್ನು ಹೂಡಿಕೆ ಮಾಡಲು ಉತ್ತಮ ಮಾರ್ಗಗಳು ELSS ನಲ್ಲಿ. ನಿಯಮಿತ ಹೂಡಿಕೆಯ ಅಭ್ಯಾಸವು ನಿಮ್ಮ ಪೋರ್ಟ್ಫೋಲಿಯೊವನ್ನು ಶಿಸ್ತುಬದ್ಧವಾಗಿ ಮತ್ತು ಸಮತೋಲಿತವಾಗಿರಿಸುತ್ತದೆ. ಅಲ್ಲದೆ, ತೆರಿಗೆ ಕ್ಯಾಲೆಂಡರ್‌ನ ಕೊನೆಯ ಕ್ಷಣದಲ್ಲಿ ದುಡ್ಡಿಗಾಗಿ ಹಣದ ವ್ಯವಸ್ಥೆ ಮಾಡುವ ತೊಂದರೆಯು ನಿವಾರಣೆಯಾಗುತ್ತದೆ. SIP ನಲ್ಲಿ, ನೀವು ಹೂಡಿಕೆಯ ಮೊತ್ತವನ್ನು ನಿಗದಿಪಡಿಸಬಹುದು, ಅದು ಕಡಿಮೆ ರೂ. 500, ಮತ್ತು ನಿಮ್ಮ ಹಣವನ್ನು ನಿಮ್ಮಿಂದ ಸ್ವಯಂ ಕಡಿತಗೊಳಿಸಲಾಗುವ ದಿನಾಂಕಬ್ಯಾಂಕ್ ELSS ನಿಧಿಗಳಿಗೆ ಖಾತೆ.

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ELSS ಫಂಡ್‌ಗಳಲ್ಲಿ ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?

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    ಪ್ರಾರಂಭಿಸಿ

ಟಾಪ್ 4 ಅತ್ಯುತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ತೆರಿಗೆ ಉಳಿತಾಯ ELSS ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)Since launch (%)
BOI AXA Tax Advantage Fund Growth ₹169.29
↓ -0.39
₹1,453-2.8-0.825.3192534.819.6
Canara Robeco Equity Tax Saver Growth ₹171.16
↓ -0.10
₹8,817-7.23.319.813.920.123.719.6
ICICI Prudential Long Term Equity Fund (Tax Saving) Growth ₹877.04
↑ 2.04
₹14,210-9.83.418.314.517.623.219.3
Motilal Oswal Long Term Equity Fund Growth ₹55.567
↑ 0.47
₹4,187-0.716.349.927.824.33718.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Dec 24
* ಮೇಲೆ ಪಟ್ಟಿ ಇದೆಅತ್ಯುತ್ತಮ ಇತರ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು ಮೇಲಿನ ನಿವ್ವಳ ಸ್ವತ್ತುಗಳನ್ನು ಹೊಂದಿದೆ100 ಕೋಟಿ ಪ್ರಾರಂಭ / ಪ್ರಾರಂಭದಿಂದಲೂ ವಾರ್ಷಿಕ ಆದಾಯದ ಮೇಲೆ ವಿಂಗಡಿಸಲಾಗಿದೆ.

1. BOI AXA Tax Advantage Fund

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 CAGR/Annualized return of 19.6% since its launch.  Ranked 13 in ELSS category.  Return for 2023 was 34.8% , 2022 was -1.3% and 2021 was 41.5% .

Below is the key information for BOI AXA Tax Advantage Fund

BOI AXA Tax Advantage Fund
Growth
Launch Date 25 Feb 09
NAV (23 Dec 24) ₹169.29 ↓ -0.39   (-0.23 %)
Net Assets (Cr) ₹1,453 on 30 Nov 24
Category Equity - ELSS
AMC BOI AXA Investment Mngrs Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio 1.91
Information Ratio 0.46
Alpha Ratio 7.81
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₹12,546
30 Nov 21₹18,192
30 Nov 22₹19,034
30 Nov 23₹23,238
30 Nov 24₹31,012

BOI AXA 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 ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for BOI AXA 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 23 Dec 24

DurationReturns
1 Month 3%
3 Month -2.8%
6 Month -0.8%
1 Year 25.3%
3 Year 19%
5 Year 25%
Since launch 19.6%
10 Year
15 Year
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Alok Singh27 Apr 222.6 Yr.

Data below for BOI AXA Tax Advantage Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services26.27%
Industrials16.29%
Basic Materials15.38%
Technology10.7%
Consumer Cyclical5.46%
Utility4.64%
Energy3.81%
Consumer Defensive3.78%
Health Care3.53%
Real Estate1.52%
Communication Services0.99%
Asset Allocation
Asset ClassValue
Cash7.63%
Equity92.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
5%₹76 Cr440,000
↑ 20,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN
4%₹62 Cr752,000
Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 500295
4%₹56 Cr1,211,000
Prudent Corporate Advisory Services Ltd (Financial Services)
Equity, Since 31 Oct 23 | 543527
3%₹40 Cr130,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
3%₹39 Cr955,000
Ami Organics Ltd (Basic Materials)
Equity, Since 31 May 24 | 543349
2%₹34 Cr172,000
General Insurance Corp of India (Financial Services)
Equity, Since 29 Feb 24 | GICRE
2%₹31 Cr850,696
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
2%₹30 Cr228,000
Siemens Ltd (Industrials)
Equity, Since 30 Jun 22 | 500550
2%₹29 Cr41,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL
2%₹28 Cr67,000

2. Canara Robeco Equity Tax Saver

(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 CAGR/Annualized return of 19.6% since its launch.  Ranked 36 in ELSS category.  Return for 2023 was 23.7% , 2022 was -0.2% and 2021 was 35.1% .

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver
Growth
Launch Date 2 Feb 09
NAV (23 Dec 24) ₹171.16 ↓ -0.10   (-0.06 %)
Net Assets (Cr) ₹8,817 on 30 Nov 24
Category Equity - ELSS
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 1.68
Information Ratio -0.56
Alpha Ratio 3.06
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₹11,926
30 Nov 21₹16,888
30 Nov 22₹17,976
30 Nov 23₹20,190
30 Nov 24₹25,729

Canara Robeco Equity Tax Saver 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 Canara Robeco Equity Tax Saver

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Dec 24

DurationReturns
1 Month 0.2%
3 Month -7.2%
6 Month 3.3%
1 Year 19.8%
3 Year 13.9%
5 Year 20.1%
Since launch 19.6%
10 Year
15 Year
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.7%
2022 -0.2%
2021 35.1%
2020 27.4%
2019 10.7%
2018 2.7%
2017 32%
2016 0%
2015 0.6%
2014 45.2%
Fund Manager information for Canara Robeco Equity Tax Saver
NameSinceTenure
Vishal Mishra26 Jun 213.44 Yr.
Shridatta Bhandwaldar1 Oct 195.17 Yr.

Data below for Canara Robeco Equity Tax Saver as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services27.24%
Consumer Cyclical14.3%
Industrials11%
Technology9.67%
Consumer Defensive6.61%
Basic Materials6.45%
Health Care6.2%
Energy5.35%
Communication Services3.9%
Utility3.27%
Real Estate1.32%
Asset Allocation
Asset ClassValue
Cash3.97%
Equity96.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹588 Cr3,387,584
↑ 250,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹559 Cr4,326,000
↑ 200,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY
4%₹371 Cr2,111,310
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
4%₹315 Cr2,362,000
↓ -500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL
3%₹289 Cr1,790,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹232 Cr639,369
↓ -50,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
3%₹231 Cr5,650,988
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
2%₹205 Cr2,495,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
2%₹177 Cr1,528,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 20 | TCS
2%₹165 Cr415,073

3. ICICI Prudential Long Term Equity Fund (Tax Saving)

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 CAGR/Annualized return of 19.3% since its launch.  Ranked 30 in ELSS category.  Return for 2023 was 23.2% , 2022 was 2.3% and 2021 was 33.7% .

Below is the key information for ICICI Prudential Long Term Equity Fund (Tax Saving)

ICICI Prudential Long Term Equity Fund (Tax Saving)
Growth
Launch Date 19 Aug 99
NAV (23 Dec 24) ₹877.04 ↑ 2.04   (0.23 %)
Net Assets (Cr) ₹14,210 on 30 Nov 24
Category Equity - ELSS
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 1.34
Information Ratio -0.37
Alpha Ratio 0.14
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₹10,591
30 Nov 21₹15,005
30 Nov 22₹16,176
30 Nov 23₹18,436
30 Nov 24₹23,069

ICICI Prudential Long Term Equity Fund (Tax Saving) SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for ICICI Prudential Long Term Equity Fund (Tax Saving)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Dec 24

DurationReturns
1 Month -0.2%
3 Month -9.8%
6 Month 3.4%
1 Year 18.3%
3 Year 14.5%
5 Year 17.6%
Since launch 19.3%
10 Year
15 Year
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.2%
2022 2.3%
2021 33.7%
2020 13.6%
2019 8.8%
2018 0.5%
2017 26%
2016 3.9%
2015 4.3%
2014 50.8%
Fund Manager information for ICICI Prudential Long Term Equity Fund (Tax Saving)
NameSinceTenure
Mittul Kalawadia18 Sep 231.21 Yr.
Sharmila D’mello31 Jul 222.34 Yr.

Data below for ICICI Prudential Long Term Equity Fund (Tax Saving) as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services31.6%
Consumer Cyclical15.13%
Health Care12.34%
Industrials7.71%
Consumer Defensive7.16%
Communication Services6.9%
Energy5.33%
Technology5.18%
Utility3.65%
Basic Materials2.53%
Real Estate1.13%
Asset Allocation
Asset ClassValue
Cash1.34%
Equity98.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK
9%₹1,282 Cr9,918,908
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK
7%₹1,040 Cr5,990,559
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 29 Feb 20 | 540376
5%₹726 Cr1,847,165
↑ 336,264
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
5%₹711 Cr4,411,155
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | MARUTI
5%₹679 Cr612,703
↑ 15,913
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 17 | SUNPHARMA
5%₹648 Cr3,507,417
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
4%₹645 Cr5,558,385
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 18 | LT
4%₹556 Cr1,535,066
Infosys Ltd (Technology)
Equity, Since 30 Jun 16 | INFY
4%₹531 Cr3,020,755
NTPC Ltd (Utilities)
Equity, Since 31 Oct 23 | 532555
3%₹491 Cr12,034,196

4. 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 (23 Dec 24) ₹55.567 ↑ 0.47   (0.86 %)
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 23 Dec 24

DurationReturns
1 Month 7.4%
3 Month -0.7%
6 Month 16.3%
1 Year 49.9%
3 Year 27.8%
5 Year 24.3%
Since launch 18.9%
10 Year
15 Year
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

Disclaimer:
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಖಾತರಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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