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ഫിൻകാഷ് »മ്യൂച്വൽ ഫണ്ടുകൾ »മികച്ച പ്രകടനം നടത്തുന്ന ELSS നിക്ഷേപങ്ങൾ
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2022-ലെ ഇന്ത്യയിലെ 5 മികച്ച ELSS മ്യൂച്വൽ ഫണ്ട് നിക്ഷേപങ്ങൾ
മികച്ച മറ്റ് ഫണ്ടുകൾ അല്ലെങ്കിൽ ഇക്വിറ്റി ലിങ്ക്ഡ് സേവിംഗ്സ് സ്കീമുകൾ 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 നിക്ഷേപങ്ങളിൽ 3 വർഷത്തെ ആക്റ്റ് & ലോക്ക്-ഇൻ ഉണ്ടായിരിക്കുക.
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മികച്ച 5 മികച്ച പ്രകടനം നടത്തുന്ന ELSS മ്യൂച്വൽ ഫണ്ടുകൾ 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 (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 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 ആസ്തി >= 100 കോടി & അടുക്കി3 വർഷംസിഎജിആർ മടങ്ങുക.1. SBI Magnum Tax Gain Fund
CAGR/Annualized return of 12.4% 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 (07 Feb 25) ₹414.611 ↓ -0.29 (-0.07 %) Net Assets (Cr) ₹27,791 on 31 Dec 24 Category Equity - ELSS AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 1.54 Information Ratio 2.15 Alpha Ratio 10.14 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹11,652 31 Jan 22 ₹15,306 31 Jan 23 ₹16,005 31 Jan 24 ₹24,038 31 Jan 25 ₹28,196 Returns for SBI Magnum Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25 Duration Returns 1 Month -2.4% 3 Month -4.4% 6 Month -4.8% 1 Year 14% 3 Year 23.3% 5 Year 23% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.7% 2023 40% 2022 6.9% 2021 31% 2020 18.9% 2019 4% 2018 -8.3% 2017 33% 2016 2.1% 2015 3.2% Fund Manager information for SBI Magnum Tax Gain Fund
Name Since Tenure Dinesh Balachandran 10 Sep 16 8.4 Yr. Data below for SBI Magnum Tax Gain Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Financial Services 24.39% Technology 10.63% Industrials 10.32% Consumer Cyclical 8.97% Energy 7.89% Health Care 7.73% Basic Materials 7.35% Utility 4.59% Consumer Defensive 4.18% Communication Services 3.18% Real Estate 1.05% Asset Allocation
Asset Class Value Cash 9.58% Equity 90.28% Debt 0.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK7% ₹2,082 Cr 11,743,253 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE4% ₹981 Cr 8,075,148 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK3% ₹951 Cr 7,416,237 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 17 | BHARTIARTL3% ₹883 Cr 5,563,576 Torrent Power Ltd (Utilities)
Equity, Since 31 Jul 19 | 5327793% ₹771 Cr 5,186,766
↑ 275,953 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | M&M3% ₹756 Cr 2,515,083 State Bank of India (Financial Services)
Equity, Since 31 May 06 | SBIN3% ₹742 Cr 9,335,639 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Oct 21 | TATASTEEL3% ₹718 Cr 52,000,000 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC3% ₹697 Cr 14,414,825 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jan 17 | 5327552% ₹645 Cr 3,780,741
↑ 600,000 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 (07 Feb 25) ₹1,308.07 ↑ 3.32 (0.25 %) Net Assets (Cr) ₹15,729 on 31 Dec 24 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 1.34 Information Ratio 1.79 Alpha Ratio 5.57 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹10,712 31 Jan 22 ₹14,511 31 Jan 23 ₹15,860 31 Jan 24 ₹21,996 31 Jan 25 ₹25,437 Returns for HDFC Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25 Duration Returns 1 Month -1.2% 3 Month -3% 6 Month -0.9% 1 Year 15.7% 3 Year 21.5% 5 Year 20.5% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 21.3% 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% Fund Manager information for HDFC Tax Saver Fund
Name Since Tenure Roshi Jain 13 Jan 22 3.05 Yr. Dhruv Muchhal 22 Jun 23 1.62 Yr. Data below for HDFC Tax Saver Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Financial Services 40.15% Health Care 11.9% Consumer Cyclical 11.89% Technology 7.32% Communication Services 5.65% Basic Materials 4.91% Industrials 4.75% Real Estate 1.4% Utility 1.28% Consumer Defensive 1.14% Energy 0.53% Asset Allocation
Asset Class Value Cash 8.76% Equity 90.91% Debt 0.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | HDFCBANK10% ₹1,560 Cr 8,800,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK10% ₹1,538 Cr 12,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322158% ₹1,235 Cr 11,600,000 Cipla Ltd (Healthcare)
Equity, Since 31 Oct 09 | 5000875% ₹826 Cr 5,400,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹794 Cr 5,000,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH4% ₹642 Cr 3,350,000
↓ -254,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE4% ₹626 Cr 4,500,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK4% ₹625 Cr 3,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI4% ₹597 Cr 550,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 06 | SBIN2% ₹358 Cr 4,500,000
↓ -1,000,000 3. Motilal Oswal Long Term Equity Fund
CAGR/Annualized return of 16.7% 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 (07 Feb 25) ₹47.3286 ↑ 0.02 (0.04 %) Net Assets (Cr) ₹4,415 on 31 Dec 24 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 0.74 Sharpe Ratio 3.25 Information Ratio 1.88 Alpha Ratio 26.08 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹10,501 31 Jan 22 ₹13,929 31 Jan 23 ₹13,836 31 Jan 24 ₹20,216 31 Jan 25 ₹24,623 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25 Duration Returns 1 Month -14.1% 3 Month -10.8% 6 Month -2.5% 1 Year 19.6% 3 Year 20.9% 5 Year 19.3% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 47.7% 2023 37% 2022 1.8% 2021 32.1% 2020 8.8% 2019 13.2% 2018 -8.7% 2017 44% 2016 12.5% 2015 Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Ajay Khandelwal 11 Dec 23 1.15 Yr. Rakesh Shetty 22 Nov 22 2.2 Yr. Atul Mehra 1 Oct 24 0.34 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Industrials 32.1% Consumer Cyclical 24.6% Financial Services 16.39% Technology 10.16% Real Estate 6.74% Basic Materials 6.02% Health Care 2.93% Asset Allocation
Asset Class Value Cash 1.05% Equity 98.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002517% ₹303 Cr 425,260 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433206% ₹276 Cr 9,923,692 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | KALYANKJIL5% ₹240 Cr 3,134,622 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES5% ₹221 Cr 297,751 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE4% ₹179 Cr 1,055,205 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹174 Cr 235,044 Premier Energies Ltd (Technology)
Equity, Since 30 Sep 24 | PREMIERENE4% ₹172 Cr 1,267,798 Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM4% ₹170 Cr 408,886 Coforge Ltd (Technology)
Equity, Since 31 Jul 24 | COFORGE4% ₹163 Cr 168,355 Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS3% ₹153 Cr 148,305 4. 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 31 Jan 20 ₹10,000 31 Jan 21 ₹10,442 31 Jan 22 ₹13,468 31 Jan 23 ₹13,373 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 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 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 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 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 Jan 20 ₹10,000 31 Jan 21 ₹11,167
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 7 Feb 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 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 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
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.
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Nice article