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ਫਿਨਕੈਸ਼ »ਮਿਉਚੁਅਲ ਫੰਡ »ਚੋਟੀ ਦੇ 5 ELSS ਫੰਡ

ਵਿੱਤੀ ਸਾਲ 22 - 23 ਲਈ ਚੋਟੀ ਦੇ 5 ਵਧੀਆ ਟੈਕਸ ਬਚਾਉਣ ਵਾਲੇ ELSS ਮਿਉਚੁਅਲ ਫੰਡ

Updated on December 16, 2024 , 8745 views

ਸਰਬੋਤਮ ਐਲਐਸ ਫੰਡ ਜਾਂ ਇਕੁਇਟੀ ਲਿੰਕਡ ਸੇਵਿੰਗਜ਼ ਸਕੀਮਾਂ (ਟੈਕਸ ਸੇਵਿੰਗ) ਇਕੁਇਟੀ ਵਿਭਿੰਨ ਹਨਮਿਉਚੁਅਲ ਫੰਡ ਜੋ ਪ੍ਰਦਾਨ ਕਰਨ ਲਈ ਮੁੱਖ ਤੌਰ 'ਤੇ ਇਕੁਇਟੀ-ਲਿੰਕਡ ਯੰਤਰਾਂ (ਜਿਵੇਂ ਸ਼ੇਅਰ ਅਤੇ ਸਟਾਕ) ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨਬਜ਼ਾਰ- ਲਿੰਕਡ ਰਿਟਰਨ। ਆਮ ਤੌਰ 'ਤੇ, ਫੰਡ ਕਾਰਪਸ ਦਾ 80% ਹਿੱਸਾ ਇਕੁਇਟੀ ਵਿੱਚ ਨਿਵੇਸ਼ ਕੀਤਾ ਜਾਂਦਾ ਹੈ ਅਤੇ ਬਾਕੀ ਰਿਣ ਯੰਤਰਾਂ ਵਿੱਚ।

ਵਧੀਆELSS ਫੰਡਾਂ ਨੂੰ ਟੈਕਸ ਬਚਾਉਣ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਜੋਂ ਵੀ ਜਾਣਿਆ ਜਾਂਦਾ ਹੈ ਕਿਉਂਕਿ ਉਹ ਅਧੀਨ ਟੈਕਸ ਲਾਭ ਪੇਸ਼ ਕਰਦੇ ਹਨਧਾਰਾ 80C ਦੀਆਮਦਨ ਟੈਕਸ ਐਕਟ. ਇਸ ਤੋਂ ਇਲਾਵਾ, ELSS ਮਿਉਚੁਅਲ ਫੰਡ ਓਪਨ-ਐਂਡਡ ਹੁੰਦੇ ਹਨ, ਜਿਸਦਾ ਮਤਲਬ ਹੈ ਕਿ ਨਿਵੇਸ਼ਕ ਜਦੋਂ ਚਾਹੁਣ ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਗਾਹਕ ਬਣ ਸਕਦੇ ਹਨ।

ਹਾਲਾਂਕਿ, ਪਹਿਲਾਂਨਿਵੇਸ਼ ਇਹਨਾਂ ਟੈਕਸ ਬਚਾਉਣ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ, ਸਭ ਤੋਂ ਵਧੀਆ ELSS ਫੰਡਾਂ ਦੀ ਸੂਚੀ 'ਤੇ ਵਿਚਾਰ ਕਰਨ ਦਾ ਸੁਝਾਅ ਦਿੱਤਾ ਜਾਂਦਾ ਹੈ।

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ਵਿੱਤੀ ਸਾਲ 22 - 23 ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਚੋਟੀ ਦੇ 5 ELSS ਫੰਡ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
BOI AXA Tax Advantage Fund Growth ₹174.32
↓ -1.11
₹1,4361.31.827.620.525.934.8
Principal Tax Savings Fund Growth ₹499.404
↓ -3.04
₹1,351-2.93.519.215.919.224.5
PGIM India Tax Savings Fund Growth ₹35.01
↓ -0.20
₹756-0.76.719.11519.119.5
BNP Paribas Long Term Equity Fund (ELSS) Growth ₹97.3209
↓ -0.53
₹942-0.18.32818.118.731.3
Mahindra Mutual Fund Kar Bachat Yojana Growth ₹27.8937
↓ -0.19
₹925-4.62.117.115.118.625.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Dec 24
* ELSS ਟੈਕਸ ਬਚਾਉਣ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਦੀ ਸੂਚੀ ਜਿਨ੍ਹਾਂ ਦੀ ਕੁੱਲ ਜਾਇਦਾਦ 250 ਕਰੋੜ ਤੋਂ ਵੱਧ ਹੈ ਅਤੇ ਸਭ ਤੋਂ ਵਧੀਆ ਹੈਸੀ.ਏ.ਜੀ.ਆਰ ਪਿਛਲੇ 5 ਸਾਲਾਂ ਵਿੱਚ ਵਾਪਸੀ

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 19.8% 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 (18 Dec 24) ₹174.32 ↓ -1.11   (-0.63 %)
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.

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 18 Dec 24

DurationReturns
1 Month 7.7%
3 Month 1.3%
6 Month 1.8%
1 Year 27.6%
3 Year 20.5%
5 Year 25.9%
10 Year
15 Year
Since launch 19.8%
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 31 Oct 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

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 (18 Dec 24) ₹499.404 ↓ -3.04   (-0.61 %)
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,073
30 Nov 21₹15,488
30 Nov 22₹16,965
30 Nov 23₹19,305
30 Nov 24₹23,825

Principal Tax Savings 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 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 18 Dec 24

DurationReturns
1 Month 5%
3 Month -2.9%
6 Month 3.5%
1 Year 19.2%
3 Year 15.9%
5 Year 19.2%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sudhir Kedia29 Oct 195.1 Yr.
Rohit Seksaria1 Jan 222.92 Yr.

Data below for Principal Tax Savings Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services34.13%
Industrials13.4%
Consumer Cyclical10.29%
Health Care8.77%
Technology7.86%
Consumer Defensive6.41%
Communication Services6.13%
Energy5.57%
Basic Materials3.51%
Utility1.6%
Real Estate0.28%
Asset Allocation
Asset ClassValue
Cash2.01%
Equity97.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
8%₹104 Cr598,000
↓ -8,077
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹95 Cr737,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE
4%₹58 Cr434,000
↓ -44,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
4%₹54 Cr306,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT
3%₹42 Cr115,000
↑ 18,979
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 15 | SUNPHARMA
3%₹37 Cr200,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN
3%₹36 Cr444,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 532215
3%₹36 Cr311,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 890157
3%₹34 Cr283,000
Force Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 500033
2%₹31 Cr39,000

3. 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 14.9% 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 (18 Dec 24) ₹35.01 ↓ -0.20   (-0.57 %)
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,791
30 Nov 21₹15,644
30 Nov 22₹17,342
30 Nov 23₹19,216
30 Nov 24₹23,197

PGIM India Tax Savings 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 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 18 Dec 24

DurationReturns
1 Month 6.6%
3 Month -0.7%
6 Month 6.7%
1 Year 19.1%
3 Year 15%
5 Year 19.1%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Bhupesh Kalyani1 Apr 231.67 Yr.
Vinay Paharia1 Apr 231.67 Yr.
Utsav Mehta15 Apr 240.63 Yr.
Vivek Sharma15 Apr 240.63 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services29.11%
Industrials13.54%
Technology13.28%
Consumer Cyclical9.43%
Health Care8.38%
Basic Materials6.19%
Consumer Defensive6.14%
Energy4.39%
Communication Services3.23%
Real Estate0.92%
Asset Allocation
Asset ClassValue
Cash5.36%
Equity94.61%
Debt0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | HDFCBANK
7%₹54 Cr310,814
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | ICICIBANK
6%₹47 Cr364,764
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 17 | RELIANCE
4%₹33 Cr249,122
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | 500034
4%₹30 Cr43,500
Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY
3%₹22 Cr122,500
↑ 80,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 24 | TCS
3%₹21 Cr53,406
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 17 | LT
3%₹20 Cr56,417
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 19 | BHARTIARTL
3%₹20 Cr125,805
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 23 | ICICIGI
3%₹19 Cr98,882
↑ 18,500
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Apr 23 | VBL
2%₹17 Cr285,687

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 12.8% 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 (18 Dec 24) ₹97.3209 ↓ -0.53   (-0.54 %)
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,126
30 Nov 21₹14,534
30 Nov 22₹14,723
30 Nov 23₹17,638
30 Nov 24₹23,305

BNP Paribas Long Term Equity Fund (ELSS) SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 18 Dec 24

DurationReturns
1 Month 6.6%
3 Month -0.1%
6 Month 8.3%
1 Year 28%
3 Year 18.1%
5 Year 18.7%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
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)
NameSinceTenure
Sanjay Chawla14 Mar 222.72 Yr.
Pratish Krishnan14 Mar 222.72 Yr.
Miten Vora1 Dec 222 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services28.51%
Technology14.6%
Consumer Cyclical11.36%
Industrials10.33%
Basic Materials7.47%
Health Care7.14%
Consumer Defensive5.34%
Energy4.07%
Utility3.6%
Communication Services1.89%
Real Estate1.2%
Asset Allocation
Asset ClassValue
Cash3.06%
Equity96.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | ICICIBANK
6%₹53 Cr411,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
6%₹53 Cr293,160
↑ 14,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 24 | INFY
4%₹38 Cr205,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE
4%₹33 Cr258,200
↑ 45,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 543320
3%₹26 Cr920,813
PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 543390
3%₹25 Cr132,500
Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | TRENT
3%₹25 Cr36,714
↓ -5,700
Jyoti CNC Automation Ltd (Industrials)
Equity, Since 30 Apr 24 | JYOTICNC
2%₹23 Cr184,594
Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 31 Mar 24 | BECTORFOOD
2%₹21 Cr117,132
State Bank of India (Financial Services)
Equity, Since 31 Mar 22 | SBIN
2%₹20 Cr243,000

5. 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 13.3% 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 (18 Dec 24) ₹27.8937 ↓ -0.19   (-0.68 %)
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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,571
30 Nov 21₹15,389
30 Nov 22₹16,750
30 Nov 23₹19,177
30 Nov 24₹23,377

Mahindra Mutual Fund Kar Bachat Yojana SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 18 Dec 24

DurationReturns
1 Month 4.6%
3 Month -4.6%
6 Month 2.1%
1 Year 17.1%
3 Year 15.1%
5 Year 18.6%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Manish Lodha21 Dec 203.95 Yr.
Fatema Pacha16 Oct 204.13 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services30.64%
Consumer Cyclical13.76%
Industrials12.15%
Basic Materials8.65%
Technology8.53%
Energy5.91%
Consumer Defensive5.78%
Health Care3.81%
Communication Services3.39%
Utility3.08%
Asset Allocation
Asset ClassValue
Cash4.3%
Equity95.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | HDFCBANK
9%₹85 Cr475,000
↓ -46,876
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 19 | ICICIBANK
9%₹81 Cr622,620
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE
5%₹43 Cr332,308
Infosys Ltd (Technology)
Equity, Since 29 Feb 20 | INFY
4%₹39 Cr210,000
↓ -50,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 18 | LT
4%₹38 Cr102,761
State Bank of India (Financial Services)
Equity, Since 29 Feb 24 | SBIN
3%₹32 Cr386,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | AXISBANK
3%₹31 Cr270,000
↑ 25,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | HINDUNILVR
3%₹26 Cr106,000
↑ 10,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIARTL
2%₹23 Cr143,000
↑ 39,000
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Jul 23 | SHREECEM
2%₹22 Cr8,259
↑ 700

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  2. ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ

  3. ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!

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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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