Table of Contents
4 ਵਧੀਆ ਟੈਕਸ ਬਚਾਉਣ ਵਾਲੇ ELSS ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਤੀ ਸਾਲ 22 - 23
ELSS (ਇਕਵਿਟੀ ਲਿੰਕਡ ਸੇਵਿੰਗ ਸਕੀਮ) ਸਭ ਤੋਂ ਵਧੀਆ ਟੈਕਸ-ਬਚਤ ਵਿਕਲਪਾਂ ਵਿੱਚੋਂ ਇੱਕ ਹੈ ਜੋ ਤੁਹਾਨੂੰ ਬਹੁਤ ਸਾਰਾ ਪੈਸਾ ਬਚਾਉਣ ਵਿੱਚ ਮਦਦ ਕਰਦਾ ਹੈ।ਆਮਦਨ ਟੈਕਸ ਕਮਾਈ ਦੇ ਨਾਲਪੂੰਜੀ ਨਿਵੇਸ਼ 'ਤੇ ਸ਼ਲਾਘਾ.
ਟੈਕਸ ਸੇਵਿੰਗ ELSS ਫੰਡ INR 1,50 ਤੱਕ ਟੈਕਸ ਛੋਟਾਂ ਦੀ ਆਗਿਆ ਦਿੰਦੇ ਹਨ,000 ਅਧੀਨਧਾਰਾ 80C ਦੀਆਮਦਨ ਟੈਕਸ ਐਕਟ ਇਸ ਲਈ, ਦੁਆਰਾਨਿਵੇਸ਼ ਇਹਨਾਂ ਟੈਕਸ ਬਚਤ ਵਿੱਚਮਿਉਚੁਅਲ ਫੰਡ, ਇੱਥੋਂ ਤੱਕ ਕਿ 30% ਦੇ ਸਭ ਤੋਂ ਉੱਚੇ ਟੈਕਸ ਬਰੈਕਟ ਵਿੱਚ ਨਿਵੇਸ਼ਕ ਵੀ ਚੰਗੀ ਰਿਟਰਨ ਕਮਾਉਣ ਦੇ ਨਾਲ ਇੱਕ ਵਿਸ਼ੇਸ਼ ਵਿੱਤੀ ਸਾਲ ਲਈ ਲਗਭਗ INR 46,000 ਦੀ ਟੈਕਸ ਛੋਟ ਪ੍ਰਾਪਤ ਕਰ ਸਕਦੇ ਹਨ।
ELSS ਹਨਬਜ਼ਾਰ-ਲਿੰਕਡ ਨਿਵੇਸ਼, ਤੁਹਾਨੂੰ ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਸਮਝਦਾਰੀ ਨਾਲ ਨਿਵੇਸ਼ ਕਰਨ ਦਾ ਸੁਝਾਅ ਦਿੱਤਾ ਜਾਂਦਾ ਹੈ ਤਾਂ ਜੋ ਲੰਬੇ ਸਮੇਂ ਦੇ ਨੁਕਸਾਨਾਂ ਅਤੇ ਜੋਖਮਾਂ ਨੂੰ ਟਾਲਿਆ ਜਾ ਸਕੇ।
ਵਿੱਤੀ ਸਾਲ 22 - 23 ਵਿੱਚ ELSS ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੇ ਲਾਭ
- ELSS ਮਿਉਚੁਅਲ ਫੰਡ INR 1,50,000 ਤੱਕ ਟੈਕਸ ਛੋਟ ਪ੍ਰਦਾਨ ਕਰਦੇ ਹਨ।
- ਰਿਟਰਨ ਦੂਜੇ ਦੁਆਰਾ ਪੇਸ਼ ਕੀਤੇ ਰਿਟਰਨਾਂ ਨਾਲੋਂ ਬਹੁਤ ਜ਼ਿਆਦਾ ਹਨਟੈਕਸ ਬਚਤ ਨਿਵੇਸ਼ ਵਿਕਲਪ।
- ELSS ਕੋਲ 3 ਸਾਲਾਂ ਦੀ ਸਭ ਤੋਂ ਛੋਟੀ ਲੌਕ-ਇਨ ਮਿਆਦ ਹੈ, ਜੋ ਕਿ ਹੋਰ ਟੈਕਸ ਬਚਤ ਨਿਵੇਸ਼ਾਂ ਨਾਲੋਂ ਤੁਲਨਾਤਮਕ ਤੌਰ 'ਤੇ ਬਹੁਤ ਘੱਟ ਹੈ।
- ELSS ਫੰਡ ਦੁਆਰਾ ਨਿਵੇਸ਼ ਕਰਨ ਦਾ ਵਿਕਲਪ ਪੇਸ਼ ਕਰਦੇ ਹਨSIP, ਇਸ ਲਈ ਨਿਵੇਸ਼ਕ ਮਾਸਿਕ ਛੋਟੀਆਂ ਰਕਮਾਂ ਦਾ ਨਿਵੇਸ਼ ਕਰਕੇ ਆਸਾਨੀ ਨਾਲ ਆਪਣੇ ELSS ਨਿਵੇਸ਼ ਦਾ ਪ੍ਰਬੰਧਨ ਕਰ ਸਕਦੇ ਹਨ।
ਉੱਪਰ ਦੱਸੇ ਗਏ ਸਾਰੇ ਕਾਰਕ ELSS ਨੂੰ ਟੈਕਸ ਬਚਾਉਣ ਦੇ ਸਭ ਤੋਂ ਵਧੀਆ ਵਿਕਲਪਾਂ ਵਿੱਚੋਂ ਇੱਕ ਬਣਾਉਂਦੇ ਹਨ।
ਜੇਕਰ ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਹੇ ਹੋ, ਤਾਂ SIP (ਸਿਸਟਮੈਟਿਕਨਿਵੇਸ਼ ਯੋਜਨਾ) ਵਿੱਚੋਂ ਇੱਕ ਹੈਪੈਸਾ ਨਿਵੇਸ਼ ਕਰਨ ਦੇ ਸਭ ਤੋਂ ਵਧੀਆ ਤਰੀਕੇ ELSS ਵਿੱਚ। ਨਿਯਮਤ ਨਿਵੇਸ਼ ਦੀ ਆਦਤ ਤੁਹਾਡੇ ਪੋਰਟਫੋਲੀਓ ਨੂੰ ਅਨੁਸ਼ਾਸਿਤ ਅਤੇ ਸੰਤੁਲਿਤ ਰੱਖਦੀ ਹੈ। ਨਾਲ ਹੀ, ਟੈਕਸ ਕੈਲੰਡਰ ਦੇ ਆਖਰੀ ਪਲਾਂ 'ਤੇ ਇਕਮੁਸ਼ਤ ਰਕਮ ਲਈ ਪੈਸੇ ਦਾ ਪ੍ਰਬੰਧ ਕਰਨ ਦੀ ਪਰੇਸ਼ਾਨੀ ਦੂਰ ਹੋ ਜਾਂਦੀ ਹੈ। SIP ਵਿੱਚ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਦੀ ਰਕਮ ਨੂੰ ਫਿਕਸ ਕਰ ਸਕਦੇ ਹੋ, ਜੋ ਕਿ ਰੁਪਏ ਤੋਂ ਘੱਟ ਹੋ ਸਕਦੀ ਹੈ। 500, ਅਤੇ ਇੱਕ ਮਿਤੀ ਜਿੱਥੇ ਤੁਹਾਡੇ ਪੈਸੇ ਤੁਹਾਡੇ ਤੋਂ ਆਟੋ-ਕਟੌਤੀ ਕੀਤੇ ਜਾਣਗੇਬੈਂਕ ELSS ਫੰਡਾਂ ਵਿੱਚ ਖਾਤਾ।
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ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!
ਸਿਖਰ ਦੇ 4 ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਟੈਕਸ ਸੇਵਿੰਗ ELSS ਮਿਉਚੁਅਲ ਫੰਡ
(ELSS Scheme) Seeking to provide long term capital appreciation by predominantly investing in equities and to facilitate the subscribers to seek tax benefits as provided under Section 80 C of the Income Tax Act, 1961. However, there can be no assurance that the investment objective of
the scheme will be realized. Canara Robeco Equity Tax Saver is a Equity - ELSS fund was launched on 2 Feb 09. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Equity Tax Saver Returns up to 1 year are on 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 Below is the key information for BOI AXA Tax Advantage Fund Returns up to 1 year are on To generate long-term capital appreciation through investments made primarily in equity and equity related securities of companies. ICICI Prudential Long Term Equity Fund (Tax Saving) is a Equity - ELSS fund was launched on 19 Aug 99. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Long Term Equity Fund (Tax Saving) Returns up to 1 year are on The investment objective of the scheme is to generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. The Scheme does not guarantee or assure any returns. Mirae Asset Tax Saver Fund is a Equity - ELSS fund was launched on 28 Dec 15. It is a fund with Moderately High risk and has given a Below is the key information for Mirae Asset Tax Saver Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Since launch (%) Canara Robeco Equity Tax Saver Growth ₹168.21
↑ 0.27 ₹9,256 -1.1 9.6 28 11.5 20.1 23.7 19.6 BOI AXA Tax Advantage Fund Growth ₹162.19
↑ 0.89 ₹1,486 -3.8 3.5 33 15.9 24.4 34.8 19.4 ICICI Prudential Long Term Equity Fund (Tax Saving) Growth ₹874.74
↑ 2.56 ₹15,321 -1.8 8.7 27.7 11.9 18.2 23.2 19.4 Mirae Asset Tax Saver Fund Growth ₹45.46
↑ 0.07 ₹26,418 -2.6 7.9 27.6 11.8 19.6 27 18.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Nov 24 100 ਕਰੋੜ ਲਾਂਚ / ਸ਼ੁਰੂਆਤ ਤੋਂ ਬਾਅਦ ਸਲਾਨਾ ਰਿਟਰਨ 'ਤੇ ਕ੍ਰਮਬੱਧ.1. Canara Robeco Equity Tax Saver
CAGR/Annualized return of 19.6% since its launch. Ranked 36 in ELSS category. Return for 2023 was 23.7% , 2022 was -0.2% and 2021 was 35.1% . Canara Robeco Equity Tax Saver
Growth Launch Date 2 Feb 09 NAV (14 Nov 24) ₹168.21 ↑ 0.27 (0.16 %) Net Assets (Cr) ₹9,256 on 30 Sep 24 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 2.76 Information Ratio -0.55 Alpha Ratio 2.38 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 ₹10,944 31 Oct 21 ₹17,411 31 Oct 22 ₹17,614 31 Oct 23 ₹18,822 31 Oct 24 ₹25,753 Returns for Canara Robeco Equity Tax Saver
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Nov 24 Duration Returns 1 Month -6.9% 3 Month -1.1% 6 Month 9.6% 1 Year 28% 3 Year 11.5% 5 Year 20.1% Since launch 19.6% 10 Year 15 Year Historical performance (Yearly) on absolute basis
Year Returns 2023 23.7% 2022 -0.2% 2021 35.1% 2020 27.4% 2019 10.7% 2018 2.7% 2017 32% 2016 0% 2015 0.6% 2014 45.2% Fund Manager information for Canara Robeco Equity Tax Saver
Name Since Tenure Vishal Mishra 26 Jun 21 3.35 Yr. Shridatta Bhandwaldar 1 Oct 19 5.09 Yr. Data below for Canara Robeco Equity Tax Saver as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 27.3% Consumer Cyclical 14.45% Industrials 10.64% Technology 9.09% Basic Materials 6.63% Health Care 6.53% Consumer Defensive 6.47% Energy 5.56% Communication Services 3.89% Utility 3.62% Real Estate 1.3% Asset Allocation
Asset Class Value Cash 4.53% Equity 95.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK7% ₹588 Cr 3,387,584
↑ 250,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK6% ₹559 Cr 4,326,000
↑ 200,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY4% ₹371 Cr 2,111,310 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE4% ₹315 Cr 2,362,000
↓ -500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL3% ₹289 Cr 1,790,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹232 Cr 639,369
↓ -50,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹231 Cr 5,650,988 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN2% ₹205 Cr 2,495,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322152% ₹177 Cr 1,528,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 20 | TCS2% ₹165 Cr 415,073 2. BOI AXA Tax Advantage Fund
CAGR/Annualized return of 19.4% since its launch. Ranked 13 in ELSS category. Return for 2023 was 34.8% , 2022 was -1.3% and 2021 was 41.5% . BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (14 Nov 24) ₹162.19 ↑ 0.89 (0.55 %) 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.
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 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Nov 24 Duration Returns 1 Month -6.2% 3 Month -3.8% 6 Month 3.5% 1 Year 33% 3 Year 15.9% 5 Year 24.4% Since launch 19.4% 10 Year 15 Year 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 30 Sep 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 | HDFCBANK5% ₹76 Cr 440,000
↑ 20,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN4% ₹62 Cr 752,000 Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 5002954% ₹56 Cr 1,211,000 Prudent Corporate Advisory Services Ltd (Financial Services)
Equity, Since 31 Oct 23 | 5435273% ₹40 Cr 130,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹39 Cr 955,000 Ami Organics Ltd (Basic Materials)
Equity, Since 31 May 24 | 5433492% ₹34 Cr 172,000 General Insurance Corp of India (Financial Services)
Equity, Since 29 Feb 24 | GICRE2% ₹31 Cr 850,696 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE2% ₹30 Cr 228,000 Siemens Ltd (Industrials)
Equity, Since 30 Jun 22 | 5005502% ₹29 Cr 41,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL2% ₹28 Cr 67,000 3. ICICI Prudential Long Term Equity Fund (Tax Saving)
CAGR/Annualized return of 19.4% since its launch. Ranked 30 in ELSS category. Return for 2023 was 23.2% , 2022 was 2.3% and 2021 was 33.7% . ICICI Prudential Long Term Equity Fund (Tax Saving)
Growth Launch Date 19 Aug 99 NAV (14 Nov 24) ₹874.74 ↑ 2.56 (0.29 %) Net Assets (Cr) ₹15,321 on 30 Sep 24 Category Equity - ELSS AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.87 Sharpe Ratio 2.7 Information Ratio -0.29 Alpha Ratio 3.82 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 ₹9,547 31 Oct 21 ₹15,791 31 Oct 22 ₹16,093 31 Oct 23 ₹17,394 31 Oct 24 ₹23,590 Returns for ICICI Prudential Long Term Equity Fund (Tax Saving)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Nov 24 Duration Returns 1 Month -6.4% 3 Month -1.8% 6 Month 8.7% 1 Year 27.7% 3 Year 11.9% 5 Year 18.2% Since launch 19.4% 10 Year 15 Year Historical performance (Yearly) on absolute basis
Year Returns 2023 23.2% 2022 2.3% 2021 33.7% 2020 13.6% 2019 8.8% 2018 0.5% 2017 26% 2016 3.9% 2015 4.3% 2014 50.8% Fund Manager information for ICICI Prudential Long Term Equity Fund (Tax Saving)
Name Since Tenure Mittul Kalawadia 18 Sep 23 1.12 Yr. Sharmila D’mello 31 Jul 22 2.26 Yr. Data below for ICICI Prudential Long Term Equity Fund (Tax Saving) as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 30.68% Consumer Cyclical 14.99% Health Care 11.77% Industrials 7.84% Consumer Defensive 7.36% Communication Services 6.85% Energy 5.3% Technology 5.08% Utility 3.71% Basic Materials 1.46% Real Estate 1.16% Asset Allocation
Asset Class Value Cash 3.79% Equity 96.21% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK8% ₹1,263 Cr 9,918,908 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK7% ₹1,038 Cr 5,990,559 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | MARUTI5% ₹790 Cr 596,790 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 29 Feb 20 | 5403765% ₹770 Cr 1,510,901
↓ -2,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL5% ₹754 Cr 4,411,155
↓ -232,188 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 5322154% ₹685 Cr 5,558,385 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 17 | SUNPHARMA4% ₹676 Cr 3,507,417 Infosys Ltd (Technology)
Equity, Since 30 Jun 16 | INFY4% ₹567 Cr 3,020,755 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 18 | LT4% ₹564 Cr 1,535,066 Reliance Industries Ltd (Energy)
Equity, Since 31 May 20 | RELIANCE4% ₹539 Cr 1,825,000 4. Mirae Asset Tax Saver Fund
CAGR/Annualized return of 18.6% since its launch. Return for 2023 was 27% , 2022 was 0.1% and 2021 was 35.3% . Mirae Asset Tax Saver Fund
Growth Launch Date 28 Dec 15 NAV (14 Nov 24) ₹45.46 ↑ 0.07 (0.16 %) Net Assets (Cr) ₹26,418 on 30 Sep 24 Category Equity - ELSS AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating Risk Moderately High Expense Ratio 1.12 Sharpe Ratio 2.26 Information Ratio -0.59 Alpha Ratio -3.8 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 ₹10,512 31 Oct 21 ₹16,961 31 Oct 22 ₹16,787 31 Oct 23 ₹18,695 31 Oct 24 ₹25,209 Returns for Mirae Asset Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Nov 24 Duration Returns 1 Month -6.6% 3 Month -2.6% 6 Month 7.9% 1 Year 27.6% 3 Year 11.8% 5 Year 19.6% Since launch 18.6% 10 Year 15 Year Historical performance (Yearly) on absolute basis
Year Returns 2023 27% 2022 0.1% 2021 35.3% 2020 21.5% 2019 14.1% 2018 -2.3% 2017 47.9% 2016 14.8% 2015 2014 Fund Manager information for Mirae Asset Tax Saver Fund
Name Since Tenure Neelesh Surana 28 Dec 15 8.85 Yr. Data below for Mirae Asset Tax Saver Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 31.55% Consumer Cyclical 16.07% Industrials 11.59% Technology 10.62% Basic Materials 9.85% Health Care 7.15% Energy 3.91% Utility 3.43% Communication Services 2.79% Consumer Defensive 1.37% Real Estate 0.65% Asset Allocation
Asset Class Value Cash 1.02% Equity 98.98% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | HDFCBANK8% ₹2,081 Cr 12,012,091
↓ -487,812 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | 5322155% ₹1,330 Cr 10,796,566
↑ 425,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 15 | SBIN4% ₹1,090 Cr 13,839,799
↑ 1,816,000 Infosys Ltd (Technology)
Equity, Since 31 Dec 15 | INFY4% ₹1,071 Cr 5,710,511
↓ -332,005 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK4% ₹1,061 Cr 8,331,929
↓ -574,983 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 16 | LT3% ₹855 Cr 2,325,832 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | KOTAKBANK2% ₹635 Cr 3,424,135 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 15 | TCS2% ₹616 Cr 1,442,221
↑ 221,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 15 | RELIANCE2% ₹544 Cr 1,843,088
↓ -175,000 Delhivery Ltd (Industrials)
Equity, Since 30 Jun 22 | 5435292% ₹509 Cr 11,970,084
↑ 300,000
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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