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कलम 80C अंतर्गत टॉप 7 सर्वोत्तम ELSS टॅक्स सेव्हिंग फंड | Fincash.com

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कलम 80C अंतर्गत टॉप 7 सर्वोत्तम ELSS टॅक्स सेव्हिंग फंड

Updated on November 2, 2024 , 8407 views

ही अशी वेळ आहे जेव्हा प्रत्येकजण भयंकर वाचवू पाहत असतोआयकर. सारख्या योजनांमध्ये अनेक गुंतवणूकदार त्यांचे पैसे गुंतवतातम्युच्युअल फंड, इत्यादी, त्यांच्या कष्टाने कमावलेले पैसे वाचवण्यासाठी. टॅक्स सीझन 2018 वेगाने जवळ येत असताना, आम्ही तुमच्यासाठी सर्वोत्कृष्ट घेऊन येत आहोतELSS तुमची बचत करण्यासाठी कर बचत निधीउत्पन्न कर ईएलएसएस किंवा इक्विटी लिंक्ड सेव्हिंग स्कीम आहे aकर बचत गुंतवणूक ज्याद्वारे INR 1,50 पर्यंत वजावट मिळू शकते,000 त्यांच्याकडूनकरपात्र उत्पन्न नुसारकलम 80C प्राप्तिकर कायदा. इक्विटी आणि कर बचत यांचे मिश्रण असल्याने, ELSS योजना इक्विटीसाठी इष्टतम प्रवेशद्वार आहे. तुम्ही गुंतवलेले पैसे स्टॉक म्हणून वाढतातबाजार वाढते तर, इक्विटी लिंक्ड सेव्हिंग स्कीममध्ये नफा जास्त आहे. याआधी, आम्ही या फंडाचे अनेक फायदे पाहू, कलम 80C अंतर्गत टॉप 7 सर्वोत्तम ELSS टॅक्स सेव्हिंग फंड पाहू.

कलम 80C अंतर्गत ELSS द्वारे कर बचतीचे अनेक फायदे

ELSS योजना दुहेरी लाभ मिळवण्याचा एक सोपा मार्ग आहे- बचत कराकर आणि शेअर बाजारात पैसा वाढवा. त्याचप्रमाणे, अनेक फायदे आहेत जसे की:

ELSS द्वारे कर बचत

गुंतवणूकदार करासाठी पात्र आहेवजावट कलम 80C अंतर्गत INR 1.5 लाख पर्यंत. INR 1,50,000 ची ही गुंतवणूक INR 46,350 पर्यंत कर वाचवू शकते. परंतु, हे फक्त त्या गुंतवणूकदारांसाठी आहे जे 30% आयकर ब्रॅकेटमध्ये आहेत. 20% च्या आयकर स्लॅबसाठी ते INR 30,000 आहे आणि 5% स्लॅबसाठी ते INR 7,525 आहे.

किमान आणि कमाल गुंतवणूक

गुंतवणूकदार करू शकतातम्युच्युअल फंडात गुंतवणूक करा दोन प्रकारे -SIP आणि एकरकमी. ELSS मध्ये गुंतवणुकीसाठी SIP द्वारे गुंतवणूक करण्यासाठी किमान रक्कम INR 500 आहे. आणि एकरकमी ते INR 5000 आहे.

ELSS चा लॉक-इन कालावधी

ELSS चा एक महत्त्वाचा फायदा असा आहे की तो इतर कर बचत पर्यायांच्या तुलनेत सर्वात कमी 3 वर्षांच्या लॉक-इन कालावधीसह येतो.

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कलम 80C अंतर्गत सर्वोत्तम ELSS म्युच्युअल फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Long Term Equity Fund Growth ₹52.2207
↓ -0.39
₹4,1955.418.560.823.923.337
IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04
₹4859.715.116.920.810
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28
₹1,3181.215.435.520.617.4
JM Tax Gain Fund Growth ₹49.2628
↓ -0.26
₹187-1.912.246.218.221.730.9
BOI AXA Tax Advantage Fund Growth ₹166.49
↓ -1.68
₹1,486-3.94.741.317.925.134.8
L&T Tax Advantage Fund Growth ₹131.183
↓ -0.87
₹4,485-0.212.644.717.819.128.4
Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33
₹210-6.1-3.517.616.711.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Nov 24
*वरील इक्विटी लिंक्ड सेव्हिंग सेकेमची यादी आहे ज्यामध्ये निव्वळ मालमत्ता जास्त आहे100 - 5,000 कोटी आणि 1 वर्षापेक्षा जास्त काळासाठी निधी व्यवस्थापित केला आहे आणि भागाच्या वार्षिक परताव्यावर क्रमवारी लावली आहे3 वर्ष.

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 (04 Nov 24) ₹52.2207 ↓ -0.39   (-0.74 %)
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 4 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. IDBI Equity Advantage Fund

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 CAGR/Annualized return of 16% since its launch.  Ranked 21 in ELSS category. .

Below is the key information for IDBI Equity Advantage Fund

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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,193
31 Oct 21₹13,700
31 Oct 22₹13,964

IDBI Equity 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 ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for IDBI Equity 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 4 Nov 24

DurationReturns
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
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for IDBI Equity Advantage Fund
NameSinceTenure

Data below for IDBI Equity Advantage Fund as on 30 Jun 23

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. HDFC Long Term Advantage Fund

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 CAGR/Annualized return of 21.4% since its launch.  Ranked 23 in ELSS category. .

Below is the key information for HDFC Long Term Advantage Fund

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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,439
31 Oct 21₹15,733

HDFC Long Term 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 ₹470,047.
Net Profit of ₹170,047
Invest Now

Purchase not allowed

Returns for HDFC Long Term 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 4 Nov 24

DurationReturns
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
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for HDFC Long Term Advantage Fund
NameSinceTenure

Data below for HDFC Long Term Advantage Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. JM Tax Gain Fund

The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

JM Tax Gain Fund is a Equity - ELSS fund was launched on 31 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.1% since its launch.  Ranked 18 in ELSS category.  Return for 2023 was 30.9% , 2022 was 0.5% and 2021 was 32.2% .

Below is the key information for JM Tax Gain Fund

JM Tax Gain Fund
Growth
Launch Date 31 Mar 08
NAV (04 Nov 24) ₹49.2628 ↓ -0.26   (-0.53 %)
Net Assets (Cr) ₹187 on 30 Sep 24
Category Equity - ELSS
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 2.88
Information Ratio 0.66
Alpha Ratio 8.38
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₹9,702
31 Oct 21₹15,817
31 Oct 22₹15,662
31 Oct 23₹17,953
31 Oct 24₹26,849

JM 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 ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for JM 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 4 Nov 24

DurationReturns
1 Month -3.4%
3 Month -1.9%
6 Month 12.2%
1 Year 46.2%
3 Year 18.2%
5 Year 21.7%
10 Year
15 Year
Since launch 10.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.9%
2022 0.5%
2021 32.2%
2020 18.3%
2019 14.9%
2018 -4.6%
2017 42.6%
2016 5.2%
2015 -0.6%
2014 54.9%
Fund Manager information for JM Tax Gain Fund
NameSinceTenure
Satish Ramanathan1 Oct 240 Yr.
Asit Bhandarkar31 Dec 212.75 Yr.
Chaitanya Choksi18 Jul 1410.21 Yr.
Ruchi Fozdar4 Oct 240 Yr.

Data below for JM Tax Gain Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services20.11%
Industrials19.67%
Consumer Cyclical13.61%
Basic Materials13.58%
Technology11.18%
Consumer Defensive8.27%
Health Care5.99%
Communication Services3.49%
Utility1.9%
Real Estate1.51%
Asset Allocation
Asset ClassValue
Cash0.69%
Equity99.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK
5%₹10 Cr58,131
↑ 20,500
Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | INFY
5%₹9 Cr49,465
↑ 14,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK
3%₹6 Cr50,975
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
3%₹6 Cr16,750
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹5 Cr62,900
↑ 22,500
Newgen Software Technologies Ltd (Technology)
Equity, Since 30 Nov 23 | NEWGEN
2%₹4 Cr31,750
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
2%₹4 Cr150,500
Hindalco Industries Ltd (Basic Materials)
Equity, Since 30 Apr 24 | HINDALCO
2%₹4 Cr54,000
↑ 20,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
2%₹4 Cr23,200
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 500251
2%₹4 Cr5,096

5. 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 (04 Nov 24) ₹166.49 ↓ -1.68   (-1.00 %)
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 4 Nov 24

DurationReturns
1 Month -2.5%
3 Month -3.9%
6 Month 4.7%
1 Year 41.3%
3 Year 17.9%
5 Year 25.1%
10 Year
15 Year
Since launch 19.6%
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

6. 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 (04 Nov 24) ₹131.183 ↓ -0.87   (-0.66 %)
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 4 Nov 24

DurationReturns
1 Month -2.9%
3 Month -0.2%
6 Month 12.6%
1 Year 44.7%
3 Year 17.8%
5 Year 19.1%
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

7. Baroda Pioneer ELSS 96

The main objective of the scheme is to provide the investor long term capital growth as also tax benefit under section 80C of the Income Tax Act, 1961.

Baroda Pioneer ELSS 96 is a Equity - ELSS fund was launched on 2 Mar 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.4% since its launch. .

Below is the key information for Baroda Pioneer ELSS 96

Baroda Pioneer ELSS 96
Growth
Launch Date 2 Mar 15
NAV (11 Mar 22) ₹68.6676 ↑ 0.33   (0.48 %)
Net Assets (Cr) ₹210 on 31 Jan 22
Category Equity - ELSS
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.55
Sharpe Ratio 2.51
Information Ratio -0.09
Alpha Ratio 5.69
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₹9,931
31 Oct 21₹16,353

Baroda Pioneer ELSS 96 SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Baroda Pioneer ELSS 96

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 24

DurationReturns
1 Month -3.9%
3 Month -6.1%
6 Month -3.5%
1 Year 17.6%
3 Year 16.7%
5 Year 11.6%
10 Year
15 Year
Since launch 8.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Baroda Pioneer ELSS 96
NameSinceTenure

Data below for Baroda Pioneer ELSS 96 as on 31 Jan 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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