fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
2022 मध्ये गुंतवणूक करण्यासाठी 6 सर्वोत्तम कर बचत SIP MF योजना | Fincash.com

Fincash »म्युच्युअल फंड »सर्वोत्तम कर बचत SIP योजना

2022 मध्ये गुंतवणूक करण्यासाठी 6 सर्वोत्तम कर बचत SIP योजना

Updated on December 17, 2024 , 37366 views

इक्विटी लिंक्ड बचत योजना किंवाELSS भारतीय गुंतवणूकदारांमध्ये सर्वोत्तम कर बचत पर्याय म्हणून प्रचंड लोकप्रियता मिळवत आहे. यात चांगला परतावा देण्याची क्षमता आहे आणि त्यात सर्वात कमी लॉक-इन कालावधी देखील आहे. ELSS हा एक इक्विटी डायव्हर्सिफाइड फंड आहे, ज्यामध्ये फंड कॉर्पसचा बहुतांश भाग एकतर यामध्ये गुंतवला जातोइक्विटी फंड किंवा इक्विटी-संबंधित उत्पादने. गुंतवणूकदार INR 1,50 पर्यंत कर कपात करू शकतात,000 अंतर्गतकलम 80C च्याआयकर त्यांच्या करपात्रातून कार्य कराउत्पन्न. हे फंड दुहेरी फायदे देतात- कर बचत आणि संपत्ती निर्मिती, गुंतवणूकदार ELSS मध्ये गुंतवणूक करू शकतात आणि त्यांच्या गुंतवणुकीचा जास्तीत जास्त फायदा घेऊ शकतात. त्यामुळे, प्रक्रिया करण्यासाठीगुंतवणूक सोपे, आम्ही सर्वोत्तम कर बचतीची निवड केली आहेSIP गुंतवणूकदारांना सर्वोत्तम परतावा देणार्‍या योजना.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

इक्विटी लिंक्ड सेव्हिंग स्कीम (ELSS) आर्थिक वर्ष 22 - 23 मध्ये गुंतवणूक करण्यासाठी सर्वोत्तम कामगिरी करणारे SIP फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Long Term Equity Fund Growth ₹55.0957
↓ -1.00
₹4,187 500 3.917.85128.924.737
SBI Magnum Tax Gain Fund Growth ₹424.324
↓ -6.96
₹27,847 500 -6.113325.924.240
HDFC Tax Saver Fund Growth ₹1,341.66
↓ -7.48
₹15,945 500 -3.93.824.222.82133.2
BOI AXA Tax Advantage Fund Growth ₹169.68
↓ -3.40
₹1,453 500 -1.6-0.927.720.625.134.8
Franklin India Taxshield Growth ₹1,455.92
↓ -24.61
₹6,890 500 -5.84.725.820.620.431.2
L&T Tax Advantage Fund Growth ₹135.058
↓ -3.12
₹4,303 500 1.38.937.220.42028.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 24
*वरील सर्वोत्कृष्टांची यादी आहेELSS SIP वरील एयूएम/निव्वळ मालमत्ता असलेले निधी500 कोटी. वर क्रमवारी लावलीमागील 3 वर्षाचा परतावा.

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 19% 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 (20 Dec 24) ₹55.0957 ↓ -1.00   (-1.78 %)
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 20 Dec 24

DurationReturns
1 Month 9.1%
3 Month 3.9%
6 Month 17.8%
1 Year 51%
3 Year 28.9%
5 Year 24.7%
10 Year
15 Year
Since launch 19%
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

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 12.5% 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 (20 Dec 24) ₹424.324 ↓ -6.96   (-1.61 %)
Net Assets (Cr) ₹27,847 on 30 Nov 24
Category Equity - ELSS
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 2.15
Information Ratio 2.04
Alpha Ratio 10.42
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₹10,952
30 Nov 21₹15,245
30 Nov 22₹17,048
30 Nov 23₹21,607
30 Nov 24₹29,977

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 20 Dec 24

DurationReturns
1 Month 1.1%
3 Month -6.1%
6 Month 1%
1 Year 33%
3 Year 25.9%
5 Year 24.2%
10 Year
15 Year
Since launch 12.5%
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 168.23 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services24.98%
Technology10%
Industrials9.89%
Consumer Cyclical8.39%
Energy8.14%
Basic Materials7.78%
Health Care7.22%
Utility4.56%
Consumer Defensive4.22%
Communication Services3.25%
Real Estate1.12%
Asset Allocation
Asset ClassValue
Cash9.82%
Equity90.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK
8%₹2,109 Cr11,743,253
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
4%₹1,043 Cr8,075,148
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
3%₹964 Cr7,416,237
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 17 | BHARTIARTL
3%₹905 Cr5,563,576
State Bank of India (Financial Services)
Equity, Since 31 May 06 | SBIN
3%₹783 Cr9,335,639
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Oct 21 | TATASTEEL
3%₹752 Cr52,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | M&M
3%₹746 Cr2,515,083
Torrent Power Ltd (Utilities)
Equity, Since 31 Jul 19 | TORNTPOWER
3%₹742 Cr4,910,813
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
2%₹687 Cr14,414,825
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 24 | TCS
2%₹641 Cr1,500,000

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 (19 Dec 24) ₹1,341.66 ↓ -7.48   (-0.55 %)
Net Assets (Cr) ₹15,945 on 30 Nov 24
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio 2.05
Information Ratio 1.74
Alpha Ratio 6.81
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₹9,761
30 Nov 21₹14,028
30 Nov 22₹16,324
30 Nov 23₹19,554
30 Nov 24₹25,896

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 ₹518,033.
Net Profit of ₹218,033
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 20 Dec 24

DurationReturns
1 Month 2.2%
3 Month -3.9%
6 Month 3.8%
1 Year 24.2%
3 Year 22.8%
5 Year 21%
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 222.88 Yr.
Dhruv Muchhal22 Jun 231.45 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services42.08%
Health Care12.33%
Consumer Cyclical11.93%
Technology8.25%
Communication Services5.66%
Industrials4.96%
Basic Materials2.85%
Real Estate1.44%
Utility1.31%
Consumer Defensive1%
Energy0.58%
Asset Allocation
Asset ClassValue
Cash7.29%
Equity92.39%
Debt0.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
10%₹1,667 Cr12,900,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | HDFCBANK
10%₹1,614 Cr9,300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
8%₹1,276 Cr11,000,000
Cipla Ltd (Healthcare)
Equity, Since 31 Oct 09 | 500087
5%₹838 Cr5,400,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
5%₹806 Cr5,000,000
↓ -300,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE
4%₹714 Cr4,400,000
↑ 100,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
4%₹636 Cr3,604,000
↓ -1,396,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK
4%₹606 Cr3,500,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI
3%₹554 Cr500,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 06 | SBIN
3%₹451 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 19.6% 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 (20 Dec 24) ₹169.68 ↓ -3.40   (-1.96 %)
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 20 Dec 24

DurationReturns
1 Month 4.3%
3 Month -1.6%
6 Month -0.9%
1 Year 27.7%
3 Year 20.6%
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 222.6 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

5. Franklin India Taxshield

The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate

Franklin India Taxshield is a Equity - ELSS fund was launched on 10 Apr 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.4% since its launch.  Ranked 28 in ELSS category.  Return for 2023 was 31.2% , 2022 was 5.4% and 2021 was 36.7% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (20 Dec 24) ₹1,455.92 ↓ -24.61   (-1.66 %)
Net Assets (Cr) ₹6,890 on 30 Nov 24
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio 1.88
Information Ratio 1.1
Alpha Ratio 5.24
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₹10,421
30 Nov 21₹14,790
30 Nov 22₹16,419
30 Nov 23₹19,355
30 Nov 24₹25,622

Franklin India Taxshield 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 Franklin India Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24

DurationReturns
1 Month 2.3%
3 Month -5.8%
6 Month 4.7%
1 Year 25.8%
3 Year 20.6%
5 Year 20.4%
10 Year
15 Year
Since launch 21.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.2%
2022 5.4%
2021 36.7%
2020 9.8%
2019 5.1%
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
2014 56.9%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 168.59 Yr.
Rajasa Kakulavarapu1 Dec 231 Yr.

Data below for Franklin India Taxshield as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services28.37%
Consumer Cyclical13.11%
Industrials12.76%
Technology10.31%
Basic Materials6.62%
Consumer Defensive6.29%
Communication Services5.75%
Health Care5.73%
Utility3.77%
Energy3.71%
Real Estate0.69%
Asset Allocation
Asset ClassValue
Cash2.24%
Equity97.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
9%₹588 Cr4,546,914
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
8%₹566 Cr3,260,417
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹365 Cr2,263,637
↓ -93,165
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹338 Cr1,922,741
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
5%₹320 Cr883,853
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹261 Cr2,252,948
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
4%₹258 Cr1,462,587
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR
3%₹235 Cr1,625,000
↓ -25,000
NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | 532555
3%₹187 Cr4,581,067
↓ -505,782
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹182 Cr1,364,806

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 15% 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 (20 Dec 24) ₹135.058 ↓ -3.12   (-2.26 %)
Net Assets (Cr) ₹4,303 on 30 Nov 24
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.44
Information Ratio 0.58
Alpha Ratio 12.63
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₹10,772
30 Nov 21₹14,216
30 Nov 22₹14,865
30 Nov 23₹17,393
30 Nov 24₹24,422

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 ₹505,644.
Net Profit of ₹205,644
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 20 Dec 24

DurationReturns
1 Month 7%
3 Month 1.3%
6 Month 8.9%
1 Year 37.2%
3 Year 20.4%
5 Year 20%
10 Year
15 Year
Since launch 15%
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 222.02 Yr.
Sonal Gupta21 Jul 213.37 Yr.
Abhishek Gupta1 Mar 240.75 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services23.58%
Industrials20.73%
Consumer Cyclical16.37%
Technology10.35%
Basic Materials6.47%
Health Care5.63%
Energy4.08%
Utility3.72%
Consumer Defensive3.56%
Real Estate2.63%
Communication Services1.77%
Asset Allocation
Asset ClassValue
Cash1.1%
Equity98.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
5%₹202 Cr1,162,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
4%₹149 Cr1,155,500
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹136 Cr774,900
↑ 71,800
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
3%₹127 Cr951,812
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
3%₹109 Cr301,450
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 500251
2%₹92 Cr128,900
↓ -29,200
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT
2%₹86 Cr160,000
↓ -24,700
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹81 Cr258,300
State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN
2%₹81 Cr984,432
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
2%₹76 Cr3,150,000
↓ -343,588

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.
How helpful was this page ?
Rated 4.8, based on 8 reviews.
POST A COMMENT