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2022 ರಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು 6 ಅತ್ಯುತ್ತಮ ತೆರಿಗೆ ಉಳಿತಾಯ SIP MF ಯೋಜನೆಗಳು | Fincash.com

ಫಿನ್ಕಾಶ್ »ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು »ಅತ್ಯುತ್ತಮ ತೆರಿಗೆ ಉಳಿತಾಯ SIP ಯೋಜನೆ

2022 ರಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು 6 ಅತ್ಯುತ್ತಮ ತೆರಿಗೆ ಉಳಿತಾಯ SIP ಯೋಜನೆಗಳು

Updated on November 2, 2024 , 37276 views

ಇಕ್ವಿಟಿ ಲಿಂಕ್ಡ್ ಉಳಿತಾಯ ಯೋಜನೆಗಳು ಅಥವಾELSS ಭಾರತೀಯ ಹೂಡಿಕೆದಾರರಲ್ಲಿ ಅತ್ಯುತ್ತಮ ತೆರಿಗೆ ಉಳಿತಾಯ ಆಯ್ಕೆಯಾಗಿ ಭಾರೀ ಜನಪ್ರಿಯತೆಯನ್ನು ಗಳಿಸುತ್ತಿದೆ. ಇದು ಉತ್ತಮ ಆದಾಯವನ್ನು ನೀಡುವ ಸಾಮರ್ಥ್ಯವನ್ನು ಹೊಂದಿದೆ ಮತ್ತು ಇದು ಕಡಿಮೆ ಲಾಕ್-ಇನ್ ಅವಧಿಯನ್ನು ಹೊಂದಿದೆ. ELSS ಒಂದು ಇಕ್ವಿಟಿ ಡೈವರ್ಸಿಫೈಡ್ ಫಂಡ್ ಆಗಿದೆ, ಇದರಲ್ಲಿ ಹೆಚ್ಚಿನ ಫಂಡ್ ಕಾರ್ಪಸ್ ಅನ್ನು ಹೂಡಿಕೆ ಮಾಡಲಾಗುತ್ತದೆಈಕ್ವಿಟಿ ಫಂಡ್ ಅಥವಾ ಇಕ್ವಿಟಿ-ಸಂಬಂಧಿತ ಉತ್ಪನ್ನಗಳು. ಹೂಡಿಕೆದಾರರು INR 1,50 ವರೆಗೆ ತೆರಿಗೆ ವಿನಾಯಿತಿಗಳನ್ನು ಪಡೆಯಬಹುದು,000 ಅಡಿಯಲ್ಲಿವಿಭಾಗ 80 ಸಿಆದಾಯ ತೆರಿಗೆ ಅವರ ತೆರಿಗೆಯಿಂದ ವರ್ತಿಸಿಆದಾಯ. ಈ ನಿಧಿಗಳು ತೆರಿಗೆ ಉಳಿತಾಯ ಮತ್ತು ಸಂಪತ್ತು ಸೃಷ್ಟಿಯ ಎರಡು ಪ್ರಯೋಜನಗಳನ್ನು ನೀಡುವುದರಿಂದ, ಹೂಡಿಕೆದಾರರು ELSS ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಬಹುದು ಮತ್ತು ಅವರ ಹೂಡಿಕೆಯಿಂದ ಹೆಚ್ಚಿನದನ್ನು ಮಾಡಬಹುದು. ಆದ್ದರಿಂದ, ಪ್ರಕ್ರಿಯೆಯನ್ನು ಮಾಡಲುಹೂಡಿಕೆ ಸುಲಭ, ನಾವು ಅತ್ಯುತ್ತಮ ತೆರಿಗೆ ಉಳಿತಾಯವನ್ನು ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಿದ್ದೇವೆSIP ಹೂಡಿಕೆದಾರರಿಗೆ ಉತ್ತಮ ಆದಾಯವನ್ನು ನೀಡುವ ಯೋಜನೆಗಳು.

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ಈಕ್ವಿಟಿ ಲಿಂಕ್ಡ್ ಸೇವಿಂಗ್ ಸ್ಕೀಮ್ (ELSS) FY 22 - 23 ರಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಅತ್ಯುತ್ತಮವಾದ SIP ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Long Term Equity Fund Growth ₹52.4692
↑ 0.25
₹4,195 500 5.418.560.823.923.337
SBI Magnum Tax Gain Fund Growth ₹431.556
↑ 1.71
₹28,733 500 0.410.948.923.424.740
HDFC Tax Saver Fund Growth ₹1,347.22
↑ 14.19
₹16,761 500 -0.611.140.821.320.833.2
BOI AXA Tax Advantage Fund Growth ₹168.02
↑ 1.53
₹1,486 500 0.95.642.618.225.434.8
L&T Tax Advantage Fund Growth ₹131.88
↑ 0.70
₹4,485 500 413.245.41819.428.4
DSP BlackRock Tax Saver Fund Growth ₹137.457
↑ 1.35
₹17,771 500 -1.214.144.117.821.530
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Nov 24
*ಮೇಲೆ ಅತ್ಯುತ್ತಮ ಪಟ್ಟಿ ಇದೆELSS SIP ಮೇಲಿನ AUM/Net ಸ್ವತ್ತುಗಳನ್ನು ಹೊಂದಿರುವ ನಿಧಿಗಳು500 ಕೋಟಿ. ವಿಂಗಡಿಸಲಾಗಿದೆಕಳೆದ 3 ವರ್ಷದ ರಿಟರ್ನ್.

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 18.4% 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 (05 Nov 24) ₹52.4692 ↑ 0.25   (0.48 %)
Net Assets (Cr) ₹4,195 on 30 Sep 24
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 0.74
Sharpe Ratio 3.95
Information Ratio 1.41
Alpha Ratio 18.6
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,099
31 Oct 21₹14,648
31 Oct 22₹14,723
31 Oct 23₹17,301
31 Oct 24₹28,444

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 ₹543,623.
Net Profit of ₹243,623
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 5 Nov 24

DurationReturns
1 Month -1.3%
3 Month 5.4%
6 Month 18.5%
1 Year 60.8%
3 Year 23.9%
5 Year 23.3%
10 Year
15 Year
Since launch 18.4%
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 230.81 Yr.
Niket Shah17 Oct 230.96 Yr.
Santosh Singh1 Oct 240 Yr.
Rakesh Shetty22 Nov 221.86 Yr.

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

Equity Sector Allocation
SectorValue
Industrials33.17%
Consumer Cyclical26.81%
Financial Services16.49%
Real Estate7.84%
Technology5.61%
Health Care5.12%
Basic Materials4.17%
Asset Allocation
Asset ClassValue
Cash0.8%
Equity99.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 500251
8%₹322 Cr425,260
↓ -14,330
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
8%₹322 Cr11,778,337
↓ -771,663
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | KALYANKJIL
6%₹241 Cr3,296,932
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE
5%₹195 Cr1,055,205
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON
5%₹193 Cr24,068,813
Inox Wind Ltd (Industrials)
Equity, Since 31 Dec 23 | INOXWIND
4%₹189 Cr7,946,960
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM
4%₹175 Cr408,886
↑ 100,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES
4%₹162 Cr297,751
↓ -863
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Nov 23 | 500093
3%₹142 Cr1,875,000
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS
3%₹141 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 13.8% 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 (05 Nov 24) ₹431.556 ↑ 1.71   (0.40 %)
Net Assets (Cr) ₹28,733 on 30 Sep 24
Category Equity - ELSS
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 3.09
Information Ratio 0
Alpha Ratio 0
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,948
31 Oct 21₹15,756
31 Oct 22₹16,507
31 Oct 23₹19,854
31 Oct 24₹30,079

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 5 Nov 24

DurationReturns
1 Month -3%
3 Month 0.4%
6 Month 10.9%
1 Year 48.9%
3 Year 23.4%
5 Year 24.7%
10 Year
15 Year
Since launch 13.8%
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 168.06 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services23.93%
Industrials10.27%
Consumer Cyclical10.22%
Energy8.54%
Technology8.54%
Health Care8.42%
Basic Materials7.15%
Utility5.43%
Consumer Defensive4.49%
Communication Services3.31%
Real Estate0.8%
Asset Allocation
Asset ClassValue
Cash8.89%
Equity91.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK
7%₹1,895 Cr10,943,253
↑ 3,300,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | M&M
4%₹1,057 Cr3,415,083
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
4%₹1,042 Cr3,529,483
↑ 341,909
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 17 | BHARTIARTL
3%₹951 Cr5,563,576
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
3%₹944 Cr7,416,237
Torrent Power Ltd (Utilities)
Equity, Since 31 Jul 19 | 532779
3%₹922 Cr4,910,813
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TATAMOTORS
3%₹779 Cr7,989,722
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
3%₹747 Cr14,414,825
State Bank of India (Financial Services)
Equity, Since 31 May 06 | SBIN
3%₹736 Cr9,335,639
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 24 | TCS
2%₹640 Cr1,500,000
↑ 700,000

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 (05 Nov 24) ₹1,347.22 ↑ 14.19   (1.06 %)
Net Assets (Cr) ₹16,761 on 30 Sep 24
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio 3.35
Information Ratio 1.9
Alpha Ratio 8.06
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,896
31 Oct 21₹14,330
31 Oct 22₹15,820
31 Oct 23₹18,141
31 Oct 24₹26,014

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 5 Nov 24

DurationReturns
1 Month -3.1%
3 Month -0.6%
6 Month 11.1%
1 Year 40.8%
3 Year 21.3%
5 Year 20.8%
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 222.71 Yr.
Dhruv Muchhal22 Jun 231.28 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services40.86%
Health Care12.84%
Consumer Cyclical11.98%
Technology9.53%
Communication Services6.04%
Industrials5.12%
Real Estate1.65%
Basic Materials1.47%
Utility1.37%
Consumer Defensive1.04%
Energy0.62%
Asset Allocation
Asset ClassValue
Cash7.16%
Equity92.53%
Debt0.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
10%₹1,642 Cr12,900,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | HDFCBANK
10%₹1,611 Cr9,300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
8%₹1,355 Cr11,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
5%₹906 Cr5,300,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
5%₹898 Cr5,000,000
Cipla Ltd (Healthcare)
Equity, Since 31 Oct 09 | 500087
5%₹893 Cr5,400,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE
5%₹793 Cr4,300,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI
4%₹662 Cr500,000
↑ 100,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK
4%₹649 Cr3,500,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 06 | SBIN
3%₹433 Cr5,500,000

4. 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 19.7% 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 (05 Nov 24) ₹168.02 ↑ 1.53   (0.92 %)
Net Assets (Cr) ₹1,486 on 30 Sep 24
Category Equity - ELSS
AMC BOI AXA Investment Mngrs Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio 2.33
Information Ratio 0.35
Alpha Ratio -0.03
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
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

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 5 Nov 24

DurationReturns
1 Month -1.6%
3 Month 0.9%
6 Month 5.6%
1 Year 42.6%
3 Year 18.2%
5 Year 25.4%
10 Year
15 Year
Since launch 19.7%
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 222.43 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services25.45%
Industrials16.75%
Basic Materials15.78%
Technology9.84%
Consumer Cyclical5.75%
Energy5.35%
Utility4.89%
Consumer Defensive3.9%
Health Care3.43%
Real Estate1.6%
Communication Services1.01%
Asset Allocation
Asset ClassValue
Cash6.21%
Equity93.75%
Debt0.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
5%₹73 Cr420,000
↑ 130,000
Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 500295
4%₹62 Cr1,211,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN
4%₹59 Cr752,000
Oil India Ltd (Energy)
Equity, Since 31 Mar 23 | OIL
3%₹46 Cr790,000
↓ -163,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
3%₹42 Cr955,000
Prudent Corporate Advisory Services Ltd (Financial Services)
Equity, Since 31 Oct 23 | 543527
2%₹34 Cr130,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
2%₹34 Cr114,000
General Insurance Corp of India (Financial Services)
Equity, Since 29 Feb 24 | GICRE
2%₹34 Cr850,696
↑ 490,696
Tata Power Co Ltd (Utilities)
Equity, Since 31 Aug 23 | 500400
2%₹30 Cr627,000
↑ 68,000
Ami Organics Ltd (Basic Materials)
Equity, Since 31 May 24 | 543349
2%₹30 Cr172,000
↑ 16,000

5. 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 (05 Nov 24) ₹131.88 ↑ 0.70   (0.53 %)
Net Assets (Cr) ₹4,485 on 30 Sep 24
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 3.09
Information Ratio 0.42
Alpha Ratio 7.78
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
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

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 5 Nov 24

DurationReturns
1 Month -2.4%
3 Month 4%
6 Month 13.2%
1 Year 45.4%
3 Year 18%
5 Year 19.4%
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 221.85 Yr.
Sonal Gupta21 Jul 213.2 Yr.
Abhishek Gupta1 Mar 240.59 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services23.1%
Industrials20.71%
Consumer Cyclical17.12%
Technology10.45%
Basic Materials6.44%
Health Care5.38%
Energy4.3%
Utility3.83%
Consumer Defensive3.66%
Real Estate2.84%
Communication Services1.78%
Asset Allocation
Asset ClassValue
Cash0.39%
Equity99.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
4%₹201 Cr1,162,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
3%₹147 Cr1,155,500
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
3%₹141 Cr475,906
↓ -61,694
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹132 Cr703,100
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 500251
3%₹120 Cr158,100
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
2%₹111 Cr301,450
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT
2%₹101 Cr184,700
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
2%₹95 Cr3,493,588
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹92 Cr258,300
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
2%₹84 Cr518,700

6. 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 15.8% 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 (05 Nov 24) ₹137.457 ↑ 1.35   (0.99 %)
Net Assets (Cr) ₹17,771 on 30 Sep 24
Category Equity - ELSS
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 2.71
Information Ratio 0.71
Alpha Ratio 2.74
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,666
31 Oct 21₹16,099
31 Oct 22₹16,365
31 Oct 23₹18,337
31 Oct 24₹26,861

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 5 Nov 24

DurationReturns
1 Month -3.2%
3 Month -1.2%
6 Month 14.1%
1 Year 44.1%
3 Year 17.8%
5 Year 21.5%
10 Year
15 Year
Since launch 15.8%
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 159.22 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services35.6%
Consumer Cyclical9.98%
Basic Materials9.24%
Industrials8.16%
Technology7.94%
Health Care7.43%
Consumer Defensive5.49%
Energy4.88%
Utility4.11%
Communication Services3.9%
Asset Allocation
Asset ClassValue
Cash3.28%
Equity96.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹1,541 Cr8,899,468
↑ 980,097
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
7%₹1,213 Cr9,528,194
↑ 491,010
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
3%₹616 Cr7,824,291
↓ -552,125
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
3%₹603 Cr3,215,957
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
3%₹581 Cr4,716,056
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | HINDUNILVR
2%₹442 Cr1,495,324
↑ 33,982
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KOTAKBANK
2%₹423 Cr2,279,605
↑ 240,409
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
2%₹401 Cr1,294,144
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MOTHERSON
2%₹396 Cr18,718,335
NTPC Ltd (Utilities)
Equity, Since 31 Jan 19 | 532555
2%₹395 Cr8,907,565

Disclaimer:
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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