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22-23 സാമ്പത്തിക വർഷത്തിൽ നിക്ഷേപിക്കുന്നതിനുള്ള മികച്ച 5 ELSS ഫണ്ടുകൾ
ELSS ഫണ്ടുകളിൽ ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?
Top 5 Equity - ELSS Funds

FY 22 - 23 ലെ മികച്ച 5 നികുതി ലാഭിക്കൽ ELSS മ്യൂച്വൽ ഫണ്ടുകൾ

Updated on November 26, 2024 , 8709 views

മികച്ച മറ്റ് ഫണ്ടുകൾ അല്ലെങ്കിൽ ഇക്വിറ്റി ലിങ്ക്ഡ് സേവിംഗ്സ് സ്കീമുകൾ (ടാക്സ് സേവിംഗ്) ഇക്വിറ്റി വൈവിധ്യവൽക്കരിക്കപ്പെട്ടതാണ്മ്യൂച്വൽ ഫണ്ടുകൾ ഇക്വിറ്റി-ലിങ്ക്ഡ് ഇൻസ്ട്രുമെന്റുകളിൽ (ഷെയറുകളും സ്റ്റോക്കുകളും പോലുള്ളവ) പ്രധാനമായും നിക്ഷേപിക്കുന്നുവിപണി-ലിങ്ക്ഡ് റിട്ടേണുകൾ. സാധാരണഗതിയിൽ, ഫണ്ട് കോർപ്പസിന്റെ 80% ഇക്വിറ്റിയിലും ബാക്കിയുള്ളത് ഡെറ്റ് ഉപകരണങ്ങളിലും നിക്ഷേപിക്കുന്നു.

മികച്ചത്ELSS ഫണ്ടുകൾക്ക് കീഴിൽ നികുതി ആനുകൂല്യങ്ങൾ വാഗ്ദാനം ചെയ്യുന്നതിനാൽ നികുതി ലാഭിക്കൽ മ്യൂച്വൽ ഫണ്ടുകൾ എന്നും അറിയപ്പെടുന്നുസെക്ഷൻ 80 സി യുടെആദായ നികുതി നിയമം. മാത്രമല്ല, ELSS മ്യൂച്വൽ ഫണ്ടുകൾ ഓപ്പൺ-എൻഡ് ആണ്, അതായത് നിക്ഷേപകർക്ക് ആവശ്യമുള്ളപ്പോൾ ഈ ഫണ്ടുകളിൽ സബ്‌സ്‌ക്രൈബ് ചെയ്യാം.

എന്നിരുന്നാലും, മുമ്പ്നിക്ഷേപിക്കുന്നു ഈ നികുതി ലാഭിക്കൽ മ്യൂച്വൽ ഫണ്ടുകളിൽ, മികച്ച ELSS ഫണ്ടുകളുടെ ഒരു ലിസ്റ്റ് പരിഗണിക്കാൻ നിർദ്ദേശിക്കുന്നു.

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22-23 സാമ്പത്തിക വർഷത്തിൽ നിക്ഷേപിക്കുന്നതിനുള്ള മികച്ച 5 ELSS ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
BOI AXA Tax Advantage Fund Growth	₹168.03 ↓ -0.33	₹1,436	-4.2	3.5	34.8	19.4	25.1	34.8
Principal Tax Savings Fund Growth	₹489.36 ↓ -4.39	₹1,351	-3.4	5.6	24.1	15.1	18.6	24.5
Mahindra Mutual Fund Kar Bachat Yojana Growth	₹27.3876 ↓ -0.25	₹925	-5.1	3.9	22.5	14.6	18.2	25.8
BNP Paribas Long Term Equity Fund (ELSS) Growth	₹94.455 ↓ -0.80	₹942	-0.5	10.7	36.2	16.9	18.2	31.3
PGIM India Tax Savings Fund Growth	₹33.81 ↓ -0.30	₹756	-2.1	9.2	21.8	13.8	18	19.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Nov 24

*ഇഎൽഎസ്എസ് നികുതി ലാഭിക്കുന്ന മ്യൂച്വൽ ഫണ്ടുകളുടെ ലിസ്റ്റ് അറ്റ ആസ്തികൾ > 250 കോടിയും മികച്ചതുംസിഎജിആർ കഴിഞ്ഞ 5 വർഷത്തിനുള്ളിൽ തിരിച്ചെത്തുന്നു

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 (28 Nov 24)	₹168.03 ↓ -0.33 (-0.20 %)
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

BOI AXA Tax Advantage Fund SIP 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 28 Nov 24

Duration	Returns
1 Month	2.2%
3 Month	-4.2%
6 Month	3.5%
1 Year	34.8%
3 Year	19.4%
5 Year	25.1%
10 Year
15 Year
Since launch	19.6%

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 \| HDFCBANK	5%	₹76 Cr	440,000 ↑ 20,000
State Bank of India (Financial Services) Equity, Since 31 Oct 21 \| SBIN	4%	₹62 Cr	752,000
Vedanta Ltd (Basic Materials) Equity, Since 31 Mar 24 \| 500295	4%	₹56 Cr	1,211,000
Prudent Corporate Advisory Services Ltd (Financial Services) Equity, Since 31 Oct 23 \| 543527	3%	₹40 Cr	130,000
NTPC Ltd (Utilities) Equity, Since 30 Apr 22 \| 532555	3%	₹39 Cr	955,000
Ami Organics Ltd (Basic Materials) Equity, Since 31 May 24 \| 543349	2%	₹34 Cr	172,000
General Insurance Corp of India (Financial Services) Equity, Since 29 Feb 24 \| GICRE	2%	₹31 Cr	850,696
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 18 \| RELIANCE	2%	₹30 Cr	228,000
Siemens Ltd (Industrials) Equity, Since 30 Jun 22 \| 500550	2%	₹29 Cr	41,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 Jul 23 \| HAL	2%	₹28 Cr	67,000

2. Principal Tax Savings Fund

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 CAGR/Annualized return of 16.2% since its launch. Ranked 8 in ELSS category. Return for 2023 was 24.5% , 2022 was 4.3% and 2021 was 32.1% .

Below is the key information for Principal Tax Savings Fund

Principal Tax Savings Fund Growth
Launch Date	31 Mar 96
NAV (28 Nov 24)	₹489.36 ↓ -4.39 (-0.89 %)
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

Principal Tax Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for Principal Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 24

Duration	Returns
1 Month	0%
3 Month	-3.4%
6 Month	5.6%
1 Year	24.1%
3 Year	15.1%
5 Year	18.6%
10 Year
15 Year
Since launch	16.2%

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 \| HDFCBANK	7%	₹105 Cr	606,077
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	7%	₹94 Cr	737,000 ↑ 76,000
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 21 \| RELIANCE	5%	₹71 Cr	239,000 ↓ -21,000
Infosys Ltd (Technology) Equity, Since 31 Jan 09 \| INFY	4%	₹57 Cr	306,000 ↓ -7,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 Aug 15 \| SUNPHARMA	3%	₹39 Cr	200,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 17 \| 532215	3%	₹38 Cr	311,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Nov 21 \| 890157	3%	₹37 Cr	283,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 13 \| LT	2%	₹35 Cr	96,021
State Bank of India (Financial Services) Equity, Since 30 Apr 05 \| SBIN	2%	₹35 Cr	444,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Oct 22 \| INDIGO	2%	₹30 Cr	63,000

3. Mahindra Mutual Fund Kar Bachat Yojana

The investment objective of the Scheme is to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities. The Scheme does not guarantee or assure any returns.

Mahindra Mutual Fund Kar Bachat Yojana is a Equity - ELSS fund was launched on 18 Oct 16. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% since its launch. Return for 2023 was 25.8% , 2022 was 2% and 2021 was 39.4% .

Below is the key information for Mahindra Mutual Fund Kar Bachat Yojana

Mahindra Mutual Fund Kar Bachat Yojana Growth
Launch Date	18 Oct 16
NAV (28 Nov 24)	₹27.3876 ↓ -0.25 (-0.90 %)
Net Assets (Cr)	₹925 on 31 Oct 24
Category	Equity - ELSS
AMC	Mahindra Asset Management Company Pvt. Ltd.
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.26
Sharpe Ratio	1.54
Information Ratio	-0.76
Alpha Ratio	-4.01
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	₹9,506
31 Oct 21	₹15,916
31 Oct 22	₹16,197
31 Oct 23	₹18,010
31 Oct 24	₹23,200

Mahindra Mutual Fund Kar Bachat Yojana SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for Mahindra Mutual Fund Kar Bachat Yojana

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 24

Duration	Returns
1 Month	-0.3%
3 Month	-5.1%
6 Month	3.9%
1 Year	22.5%
3 Year	14.6%
5 Year	18.2%
10 Year
15 Year
Since launch	13.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	25.8%
2022	2%
2021	39.4%
2020	14.1%
2019	4.5%
2018	-9.8%
2017	24.8%
2016
2015
2014

Fund Manager information for Mahindra Mutual Fund Kar Bachat Yojana

Name	Since	Tenure
Manish Lodha	21 Dec 20	3.87 Yr.
Fatema Pacha	16 Oct 20	4.05 Yr.

Data below for Mahindra Mutual Fund Kar Bachat Yojana as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	32.04%
Industrials	13.22%
Consumer Cyclical	11.63%
Technology	8.74%
Basic Materials	8.7%
Energy	6.58%
Consumer Defensive	5.87%
Health Care	3.61%
Utility	3.2%
Communication Services	2.62%

Asset Allocation

Asset Class	Value
Cash	3.79%
Equity	96.21%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 16 \| HDFCBANK	10%	₹91 Cr	521,876
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 19 \| ICICIBANK	9%	₹80 Cr	622,620 ↑ 37,000
Infosys Ltd (Technology) Equity, Since 29 Feb 20 \| INFY	5%	₹46 Cr	260,000 ↓ -55,807
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 18 \| RELIANCE	5%	₹44 Cr	332,308
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Aug 18 \| LT	4%	₹37 Cr	102,761
State Bank of India (Financial Services) Equity, Since 29 Feb 24 \| SBIN	3%	₹32 Cr	386,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 24 \| 532215	3%	₹28 Cr	245,000 ↑ 40,000
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 30 Apr 20 \| HINDUNILVR	3%	₹24 Cr	96,000
Voltas Ltd (Industrials) Equity, Since 31 Aug 23 \| VOLTAS	2%	₹21 Cr	125,500
Tata Consultancy Services Ltd (Technology) Equity, Since 31 May 19 \| TCS	2%	₹19 Cr	48,976 ↓ -16,675

4. BNP Paribas Long Term Equity Fund (ELSS)

The investment objective of the Scheme is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities along with income tax rebate, as may be prevalent fromtime to time. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

BNP Paribas Long Term Equity Fund (ELSS) is a Equity - ELSS fund was launched on 5 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.6% since its launch. Ranked 22 in ELSS category. Return for 2023 was 31.3% , 2022 was -2.1% and 2021 was 23.6% .

Below is the key information for BNP Paribas Long Term Equity Fund (ELSS)

BNP Paribas Long Term Equity Fund (ELSS) Growth
Launch Date	5 Jan 06
NAV (28 Nov 24)	₹94.455 ↓ -0.80 (-0.84 %)
Net Assets (Cr)	₹942 on 31 Oct 24
Category	Equity - ELSS
AMC	BNP Paribas Asset Mgmt India Pvt. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.29
Sharpe Ratio	2.38
Information Ratio	-0.1
Alpha Ratio	8.36
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	₹10,298
31 Oct 21	₹15,153
31 Oct 22	₹14,620
31 Oct 23	₹16,070
31 Oct 24	₹23,232

BNP Paribas Long Term Equity Fund (ELSS) SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for BNP Paribas Long Term Equity Fund (ELSS)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 24

Duration	Returns
1 Month	1.4%
3 Month	-0.5%
6 Month	10.7%
1 Year	36.2%
3 Year	16.9%
5 Year	18.2%
10 Year
15 Year
Since launch	12.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	31.3%
2022	-2.1%
2021	23.6%
2020	17.8%
2019	14.3%
2018	-9.3%
2017	42.3%
2016	-6.6%
2015	7.7%
2014	53%

Fund Manager information for BNP Paribas Long Term Equity Fund (ELSS)

Name	Since	Tenure
Sanjay Chawla	14 Mar 22	2.64 Yr.
Pratish Krishnan	14 Mar 22	2.64 Yr.
Miten Vora	1 Dec 22	1.92 Yr.

Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	28.51%
Technology	14.6%
Consumer Cyclical	11.36%
Industrials	10.33%
Basic Materials	7.47%
Health Care	7.14%
Consumer Defensive	5.34%
Energy	4.07%
Utility	3.6%
Communication Services	1.89%
Real Estate	1.2%

Asset Allocation

Asset Class	Value
Cash	4.5%
Equity	95.5%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 12 \| ICICIBANK	6%	₹53 Cr	411,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 08 \| HDFCBANK	5%	₹48 Cr	279,160
Infosys Ltd (Technology) Equity, Since 29 Feb 24 \| INFY	4%	₹36 Cr	205,000
Trent Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| 500251	3%	₹30 Cr	42,414
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 18 \| RELIANCE	3%	₹28 Cr	213,200
Axis Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| 532215	2%	₹24 Cr	203,000
PB Fintech Ltd (Financial Services) Equity, Since 29 Feb 24 \| 543390	2%	₹23 Cr	132,500
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Jul 23 \| 543320	2%	₹22 Cr	920,813
Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive) Equity, Since 31 Mar 24 \| BECTORFOOD	2%	₹22 Cr	117,132
Max Financial Services Ltd (Financial Services) Equity, Since 30 Apr 24 \| 500271	2%	₹20 Cr	158,000 ↓ -8,500

5. PGIM India Tax Savings Fund

"The primary objective of the Scheme is to generate long-term capital appreciation by predominantly investing in equity & equity related instruments and to enable eligible investors to avail deduction from total income, as permitted under the Income Tax Act, 1961 as amended from time to time. However, there is no assurance that the investment objective shall be realize"

PGIM India Tax Savings Fund is a Equity - ELSS fund was launched on 11 Dec 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.6% since its launch. Return for 2023 was 19.5% , 2022 was 4.7% and 2021 was 37.5% .

Below is the key information for PGIM India Tax Savings Fund

PGIM India Tax Savings Fund Growth
Launch Date	11 Dec 15
NAV (28 Nov 24)	₹33.81 ↓ -0.30 (-0.88 %)
Net Assets (Cr)	₹756 on 31 Oct 24
Category	Equity - ELSS
AMC	Pramerica Asset Managers Private Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.32
Sharpe Ratio	1.38
Information Ratio	-0.53
Alpha Ratio	-4.67
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	₹9,601
31 Oct 21	₹15,628
31 Oct 22	₹16,696
31 Oct 23	₹17,892
31 Oct 24	₹22,689

PGIM India Tax Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for PGIM India Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 24

Duration	Returns
1 Month	1.1%
3 Month	-2.1%
6 Month	9.2%
1 Year	21.8%
3 Year	13.8%
5 Year	18%
10 Year
15 Year
Since launch	14.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	19.5%
2022	4.7%
2021	37.5%
2020	17.9%
2019	8.2%
2018	-6.4%
2017	39.3%
2016	1.7%
2015
2014

Fund Manager information for PGIM India Tax Savings Fund

Name	Since	Tenure
Bhupesh Kalyani	1 Apr 23	1.59 Yr.
Vinay Paharia	1 Apr 23	1.59 Yr.
Utsav Mehta	15 Apr 24	0.55 Yr.
Vivek Sharma	15 Apr 24	0.55 Yr.

Data below for PGIM India Tax Savings Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	28.97%
Industrials	14.93%
Consumer Cyclical	10.13%
Technology	9.56%
Health Care	7.91%
Consumer Defensive	7.65%
Basic Materials	6.25%
Energy	4.61%
Communication Services	3.31%
Utility	1.43%
Real Estate	1.06%

Asset Allocation

Asset Class	Value
Cash	4.07%
Equity	95.8%
Debt	0.12%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 15 \| HDFCBANK	7%	₹54 Cr	310,814
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 16 \| ICICIBANK	6%	₹46 Cr	364,764
Reliance Industries Ltd (Energy) Equity, Since 31 Aug 17 \| RELIANCE	5%	₹37 Cr	124,561
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 24 \| 500034	4%	₹34 Cr	43,500 ↑ 43,500
Avenue Supermarts Ltd (Consumer Defensive) Equity, Since 30 Sep 23 \| 540376	3%	₹24 Cr	46,699
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Apr 24 \| TCS	3%	₹23 Cr	53,406
Bharti Airtel Ltd (Communication Services) Equity, Since 28 Feb 19 \| BHARTIARTL	3%	₹22 Cr	125,805
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 30 Nov 23 \| CHOLAFIN	3%	₹21 Cr	132,700
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 17 \| LT	3%	₹21 Cr	56,417
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Dec 23 \| 543320	2%	₹18 Cr	661,249

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