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2022 ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ 6 ਸਭ ਤੋਂ ਵਧੀਆ ਟੈਕਸ ਬਚਤ SIP ਯੋਜਨਾਵਾਂ
ਇਕੁਇਟੀ ਲਿੰਕਡ ਸੇਵਿੰਗ ਸਕੀਮਾਂ ਜਾਂELSS ਭਾਰਤੀ ਨਿਵੇਸ਼ਕਾਂ ਵਿਚਕਾਰ, ਟੈਕਸ ਬਚਾਉਣ ਦੇ ਸਭ ਤੋਂ ਵਧੀਆ ਵਿਕਲਪ ਵਜੋਂ ਬਹੁਤ ਪ੍ਰਸਿੱਧੀ ਪ੍ਰਾਪਤ ਕਰ ਰਿਹਾ ਹੈ। ਇਸ ਵਿੱਚ ਵਧੀਆ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕਰਨ ਦੀ ਸਮਰੱਥਾ ਹੈ, ਅਤੇ ਇਸ ਵਿੱਚ ਸਭ ਤੋਂ ਘੱਟ ਲੌਕ-ਇਨ ਪੀਰੀਅਡ ਵੀ ਹੈ। ELSS ਇੱਕ ਇਕੁਇਟੀ ਵਿਵਿਧ ਫੰਡ ਹੈ, ਜਿਸ ਵਿੱਚ ਫੰਡ ਕਾਰਪਸ ਦਾ ਬਹੁਤਾ ਹਿੱਸਾ ਜਾਂ ਤਾਂ ਨਿਵੇਸ਼ ਕੀਤਾ ਜਾਂਦਾ ਹੈਇਕੁਇਟੀ ਫੰਡ ਜਾਂ ਇਕੁਇਟੀ-ਸਬੰਧਤ ਉਤਪਾਦ। ਨਿਵੇਸ਼ਕ INR 1,50 ਤੱਕ ਟੈਕਸ ਕਟੌਤੀਆਂ ਪ੍ਰਾਪਤ ਕਰ ਸਕਦੇ ਹਨ,000 ਅਧੀਨਧਾਰਾ 80C ਦੇਆਮਦਨ ਟੈਕਸ ਉਨ੍ਹਾਂ ਦੇ ਟੈਕਸਯੋਗ ਤੋਂ ਕਾਰਵਾਈ ਕਰੋਆਮਦਨ. ਕਿਉਂਕਿ ਇਹ ਫੰਡ ਦੋਹਰੇ ਲਾਭਾਂ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦੇ ਹਨ— ਟੈਕਸ ਬੱਚਤ ਅਤੇ ਦੌਲਤ ਸਿਰਜਣਾ, ਨਿਵੇਸ਼ਕ ELSS ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨ ਅਤੇ ਆਪਣੇ ਨਿਵੇਸ਼ ਦਾ ਵੱਧ ਤੋਂ ਵੱਧ ਲਾਭ ਉਠਾ ਸਕਦੇ ਹਨ। ਇਸ ਲਈ, ਦੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਬਣਾਉਣ ਲਈਨਿਵੇਸ਼ ਆਸਾਨ, ਅਸੀਂ ਸਭ ਤੋਂ ਵਧੀਆ ਟੈਕਸ ਬਚਤ ਨੂੰ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤਾ ਹੈSIP ਯੋਜਨਾਵਾਂ ਜੋ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਵਧੀਆ ਰਿਟਰਨ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦੀਆਂ ਹਨ।
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ਇਕੁਇਟੀ ਲਿੰਕਡ ਸੇਵਿੰਗ ਸਕੀਮ (ELSS) ਵਿੱਤੀ ਸਾਲ 22 - 23 ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ SIP ਫੰਡ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) SBI Magnum Tax Gain Fund Growth ₹404.875
↓ -3.86 ₹25,724 500 -5 -11.2 8 22.4 31.8 27.7 Motilal Oswal Long Term Equity Fund Growth ₹44.8967
↓ -0.78 ₹3,405 500 -19.8 -18 7.4 20.8 28 47.7 HDFC Tax Saver Fund Growth ₹1,291.67
↓ -14.85 ₹14,671 500 -2.7 -8.6 10.2 20.1 30.4 21.3 DSP BlackRock Tax Saver Fund Growth ₹129.54
↓ -1.69 ₹14,981 500 -4.4 -10.5 13.8 16.9 29.3 23.9 Franklin India Taxshield Growth ₹1,355.35
↓ -20.09 ₹5,986 500 -7.9 -11.7 6.2 16.3 29 22.4 L&T Tax Advantage Fund Growth ₹121.375
↓ -1.49 ₹3,604 500 -11.1 -12.8 10.2 15 26.1 33 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 25 ELSS SIP ਉਪਰੋਕਤ AUM/ਨੈੱਟ ਸੰਪਤੀਆਂ ਵਾਲੇ ਫੰਡ500 ਕਰੋੜ. 'ਤੇ ਛਾਂਟੀ ਕੀਤੀਪਿਛਲੇ 3 ਸਾਲ ਦੀ ਵਾਪਸੀ.
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 (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 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 The primary investment objective of the Scheme is to seek to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, and to enable investors to avail of a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. DSP BlackRock Tax Saver Fund is a Equity - ELSS fund was launched on 18 Jan 07. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Tax Saver Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Taxshield Returns up to 1 year are on 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 Below is the key information for L&T Tax Advantage Fund Returns up to 1 year are on 1. SBI Magnum Tax Gain Fund
CAGR/Annualized return of 12.3% 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 (01 Apr 25) ₹404.875 ↓ -3.86 (-0.94 %) Net Assets (Cr) ₹25,724 on 28 Feb 25 Category Equity - ELSS AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.07 Information Ratio 2.73 Alpha Ratio 4.92 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹17,340 31 Mar 22 ₹20,816 31 Mar 23 ₹22,245 31 Mar 24 ₹35,403 31 Mar 25 ₹39,012 Returns for SBI Magnum Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 5.1% 3 Month -5% 6 Month -11.2% 1 Year 8% 3 Year 22.4% 5 Year 31.8% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 27.7% 2022 40% 2021 6.9% 2020 31% 2019 18.9% 2018 4% 2017 -8.3% 2016 33% 2015 2.1% 2014 3.2% Fund Manager information for SBI Magnum Tax Gain Fund
Name Since Tenure Dinesh Balachandran 10 Sep 16 8.48 Yr. Data below for SBI Magnum Tax Gain Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 25.67% Technology 9.22% Consumer Cyclical 8.19% Industrials 7.96% Basic Materials 7.96% Energy 7.8% Health Care 7.68% Utility 4.36% Consumer Defensive 3.92% Communication Services 3.4% Real Estate 0.78% Asset Allocation
Asset Class Value Cash 9.52% Equity 90.33% Debt 0.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK8% ₹2,060 Cr 11,893,253 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE4% ₹969 Cr 8,075,148 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK3% ₹893 Cr 7,416,237 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 17 | BHARTIARTL3% ₹874 Cr 5,563,576 Hexaware Technologies Ltd.
Equity, Since 28 Feb 25 | -3% ₹872 Cr 10,791,386
↑ 10,791,386 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Oct 21 | TATASTEEL3% ₹713 Cr 52,000,000 Torrent Power Ltd (Utilities)
Equity, Since 31 Jul 19 | 5327793% ₹709 Cr 5,610,813 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 11 | 5322153% ₹657 Cr 6,473,332 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | M&M3% ₹650 Cr 2,515,083 State Bank of India (Financial Services)
Equity, Since 31 May 06 | SBIN2% ₹643 Cr 9,335,639 2. Motilal Oswal Long Term Equity Fund
CAGR/Annualized return of 15.9% 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 (01 Apr 25) ₹44.8967 ↓ -0.78 (-1.72 %) Net Assets (Cr) ₹3,405 on 28 Feb 25 Category Equity - ELSS AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 0.74 Sharpe Ratio -0.05 Information Ratio 0.52 Alpha Ratio 6.88 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹16,396 31 Mar 22 ₹18,690 31 Mar 23 ₹19,798 31 Mar 24 ₹30,510 31 Mar 25 ₹33,744 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 8.7% 3 Month -19.8% 6 Month -18% 1 Year 7.4% 3 Year 20.8% 5 Year 28% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 47.7% 2022 37% 2021 1.8% 2020 32.1% 2019 8.8% 2018 13.2% 2017 -8.7% 2016 44% 2015 12.5% 2014 Fund Manager information for Motilal Oswal Long Term Equity Fund
Name Since Tenure Ajay Khandelwal 11 Dec 23 1.22 Yr. Rakesh Shetty 22 Nov 22 2.27 Yr. Atul Mehra 1 Oct 24 0.41 Yr. Data below for Motilal Oswal Long Term Equity Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 30.18% Consumer Cyclical 22.76% Financial Services 17.97% Technology 12.09% Real Estate 6.8% Basic Materials 6.36% Health Care 2.01% Asset Allocation
Asset Class Value Cash 1.83% Equity 98.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433206% ₹220 Cr 9,923,692 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002516% ₹206 Cr 425,260 Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM4% ₹147 Cr 408,886 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | KALYANKJIL4% ₹145 Cr 3,134,622 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹132 Cr 235,044 Coforge Ltd (Technology)
Equity, Since 31 Jul 24 | COFORGE4% ₹124 Cr 168,355 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES4% ₹123 Cr 297,751 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK4% ₹120 Cr 995,689 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON4% ₹120 Cr 24,068,813 Inox Wind Ltd (Industrials)
Equity, Since 31 Dec 23 | INOXWIND4% ₹119 Cr 7,946,960 3. 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 (01 Apr 25) ₹1,291.67 ↓ -14.85 (-1.14 %) Net Assets (Cr) ₹14,671 on 28 Feb 25 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.04 Information Ratio 2.26 Alpha Ratio 5.15 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹16,423 31 Mar 22 ₹20,701 31 Mar 23 ₹22,417 31 Mar 24 ₹32,645 31 Mar 25 ₹36,726 Returns for HDFC Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 5.2% 3 Month -2.7% 6 Month -8.6% 1 Year 10.2% 3 Year 20.1% 5 Year 30.4% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2023 21.3% 2022 33.2% 2021 10.5% 2020 35.3% 2019 5.8% 2018 3.7% 2017 -10.9% 2016 38.7% 2015 7.6% 2014 -6.2% Fund Manager information for HDFC Tax Saver Fund
Name Since Tenure Roshi Jain 13 Jan 22 3.13 Yr. Dhruv Muchhal 22 Jun 23 1.69 Yr. Data below for HDFC Tax Saver Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 42.28% Consumer Cyclical 13.22% Health Care 10.25% Technology 6.34% Basic Materials 5.5% Industrials 5.4% Communication Services 5.37% Utility 1.71% Real Estate 1% Consumer Defensive 0.96% Energy 0.62% Asset Allocation
Asset Class Value Cash 7.02% Equity 92.64% Debt 0.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | HDFCBANK10% ₹1,525 Cr 8,800,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK10% ₹1,445 Cr 12,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322159% ₹1,320 Cr 13,000,000 Cipla Ltd (Healthcare)
Equity, Since 31 Oct 09 | 5000875% ₹760 Cr 5,400,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹707 Cr 4,500,000
↓ -500,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK5% ₹666 Cr 3,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI4% ₹657 Cr 550,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE4% ₹644 Cr 4,500,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH4% ₹528 Cr 3,350,000 JSW Steel Ltd (Basic Materials)
Equity, Since 30 Nov 24 | JSWSTEEL2% ₹285 Cr 3,000,000 4. DSP BlackRock Tax Saver Fund
CAGR/Annualized return of 15.1% since its launch. Ranked 12 in ELSS category. Return for 2024 was 23.9% , 2023 was 30% and 2022 was 4.5% . DSP BlackRock Tax Saver Fund
Growth Launch Date 18 Jan 07 NAV (01 Apr 25) ₹129.54 ↓ -1.69 (-1.29 %) Net Assets (Cr) ₹14,981 on 28 Feb 25 Category Equity - ELSS AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 0.07 Information Ratio 1.01 Alpha Ratio 6.92 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹17,754 31 Mar 22 ₹21,728 31 Mar 23 ₹21,760 31 Mar 24 ₹30,533 31 Mar 25 ₹35,611 Returns for DSP BlackRock Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 6.6% 3 Month -4.4% 6 Month -10.5% 1 Year 13.8% 3 Year 16.9% 5 Year 29.3% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.9% 2022 30% 2021 4.5% 2020 35.1% 2019 15% 2018 14.8% 2017 -7.6% 2016 36.3% 2015 11.3% 2014 4.4% Fund Manager information for DSP BlackRock Tax Saver Fund
Name Since Tenure Rohit Singhania 16 Jul 15 9.63 Yr. Data below for DSP BlackRock Tax Saver Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 35.97% Health Care 10.11% Consumer Cyclical 9.45% Basic Materials 9.1% Technology 6.84% Industrials 6.8% Consumer Defensive 5.04% Communication Services 4.6% Utility 3.77% Energy 3.63% Asset Allocation
Asset Class Value Cash 4.68% Equity 95.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK9% ₹1,277 Cr 7,369,356 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK6% ₹917 Cr 7,618,202
↓ -318,386 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 5322155% ₹746 Cr 7,344,442
↑ 544,928 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN4% ₹579 Cr 8,404,741 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KOTAKBANK3% ₹520 Cr 2,734,913 Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY3% ₹450 Cr 2,666,937
↓ -693,080 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL3% ₹395 Cr 2,517,085 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 24 | LT3% ₹377 Cr 1,192,711 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 21 | HCLTECH2% ₹358 Cr 2,270,114 Cipla Ltd (Healthcare)
Equity, Since 30 Apr 23 | 5000872% ₹339 Cr 2,410,446 5. Franklin India Taxshield
CAGR/Annualized return of 20.8% since its launch. Ranked 28 in ELSS category. Return for 2024 was 22.4% , 2023 was 31.2% and 2022 was 5.4% . Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (01 Apr 25) ₹1,355.35 ↓ -20.09 (-1.46 %) Net Assets (Cr) ₹5,986 on 28 Feb 25 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.19 Information Ratio 1.13 Alpha Ratio 2.84 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹17,793 31 Mar 22 ₹21,613 31 Mar 23 ₹22,171 31 Mar 24 ₹32,145 31 Mar 25 ₹35,012 Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 4.8% 3 Month -7.9% 6 Month -11.7% 1 Year 6.2% 3 Year 16.3% 5 Year 29% 10 Year 15 Year Since launch 20.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 22.4% 2022 31.2% 2021 5.4% 2020 36.7% 2019 9.8% 2018 5.1% 2017 -3% 2016 29.1% 2015 4.7% 2014 4% Fund Manager information for Franklin India Taxshield
Name Since Tenure R. Janakiraman 2 May 16 8.84 Yr. Rajasa Kakulavarapu 1 Dec 23 1.25 Yr. Data below for Franklin India Taxshield as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 30.86% Consumer Cyclical 13.13% Technology 10.95% Industrials 9.83% Health Care 6.41% Communication Services 5.59% Consumer Defensive 5.31% Basic Materials 4.65% Utility 4.03% Energy 3.03% Real Estate 1.63% Asset Allocation
Asset Class Value Cash 3.86% Equity 96.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK9% ₹565 Cr 3,260,417 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK9% ₹547 Cr 4,546,914 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY5% ₹325 Cr 1,922,741 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL5% ₹308 Cr 1,963,637
↓ -250,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹280 Cr 883,853 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH4% ₹230 Cr 1,462,587 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹229 Cr 2,252,948 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5433203% ₹167 Cr 7,500,000 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR3% ₹164 Cr 1,276,457
↓ -298,543 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK3% ₹161 Cr 843,530 6. L&T Tax Advantage Fund
CAGR/Annualized return of 14% since its launch. Ranked 7 in ELSS category. Return for 2024 was 33% , 2023 was 28.4% and 2022 was -3% . L&T Tax Advantage Fund
Growth Launch Date 27 Feb 06 NAV (01 Apr 25) ₹121.375 ↓ -1.49 (-1.21 %) Net Assets (Cr) ₹3,604 on 28 Feb 25 Category Equity - ELSS AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.04 Information Ratio 0.32 Alpha Ratio 7.41 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹17,157 31 Mar 22 ₹20,223 31 Mar 23 ₹19,900 31 Mar 24 ₹27,682 31 Mar 25 ₹31,345 Returns for L&T Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 6.8% 3 Month -11.1% 6 Month -12.8% 1 Year 10.2% 3 Year 15% 5 Year 26.1% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2023 33% 2022 28.4% 2021 -3% 2020 30.3% 2019 13.5% 2018 4.6% 2017 -8.1% 2016 42.3% 2015 8.1% 2014 2.9% Fund Manager information for L&T Tax Advantage Fund
Name Since Tenure Gautam Bhupal 26 Nov 22 2.26 Yr. Sonal Gupta 21 Jul 21 3.61 Yr. Abhishek Gupta 1 Mar 24 1 Yr. Data below for L&T Tax Advantage Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 24.8% Consumer Cyclical 19.28% Industrials 16.35% Technology 11.48% Basic Materials 6.73% Health Care 5.79% Energy 4.26% Consumer Defensive 3.25% Utility 3.16% Communication Services 2.03% Real Estate 1.44% Asset Allocation
Asset Class Value Cash 1.39% Equity 98.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK6% ₹201 Cr 1,162,500 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK4% ₹139 Cr 1,155,500 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY4% ₹131 Cr 774,900 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE3% ₹114 Cr 951,812 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT3% ₹95 Cr 301,450 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN2% ₹80 Cr 1,291,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL2% ₹73 Cr 467,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT2% ₹71 Cr 133,000
↓ -27,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433202% ₹70 Cr 3,150,000 State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN2% ₹68 Cr 984,432
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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