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8 ఉత్తమ ELSS పన్ను ఆదా మ్యూచువల్ ఫండ్‌లు 2022
ఆర్థిక సంవత్సరం ముగుస్తున్నందున, మీ ప్రారంభించడానికి ఇది సమయంపన్ను ప్రణాళిక. భారతదేశంలో చాలా పన్ను ఆదా ఎంపికలతో,ELSS వారు పన్ను ఆదా కంటే మించిన ప్రయోజనాలను అందిస్తారు కాబట్టి అత్యుత్తమంగా నిలుస్తుంది.
ELSS లేదా ఈక్విటీ లింక్డ్ సేవింగ్ స్కీమ్‌లు 3 సంవత్సరాల లాక్-ఇన్ పీరియడ్‌తో వస్తాయి, ఇది అన్ని ఇతర పన్ను ఆదాలతో పోలిస్తే తక్కువ హోల్డింగ్. ద్వారాపెట్టుబడి పెడుతున్నారు ELSSలో, ఒకరు INR 1,50 వరకు తగ్గింపులను పొందవచ్చు,000 వారి పన్ను పరిధిలోకి వస్తుందిఆదాయం ప్రకారంసెక్షన్ 80C యొక్కఆదాయ పన్ను చట్టం ELSS ఫండ్‌లు ఈక్విటీ వైవిధ్యభరితంగా ఉంటాయి, ఫండ్‌లో ఎక్కువ భాగం ఈక్విటీ & సంబంధిత ఉత్పత్తులలో పెట్టుబడి పెడుతుంది, అవి ఈక్విటీ రాబడిని కూడా అందిస్తాయి. అంటే పెట్టుబడిదారులు తమ పెట్టుబడులపై ఈక్విటీ రాబడిని కూడా పొందవచ్చు.
మేము ఈ పథకం యొక్క కొన్ని ఇతర ముఖ్యమైన ఫీచర్లను చూసే ముందు, ఉత్తమ ELSS పన్ను ఆదా గురించి చూద్దాంమ్యూచువల్ ఫండ్స్ 2022 - 2023 కోసం.
పన్ను ఆదా కోసం ELSSని ఎందుకు ఎంచుకోవాలి?
ELSS యొక్క ఇతర ప్రధాన ప్రయోజనాలు:
పన్ను రహిత రిటర్న్స్
బడ్జెట్ 2018 ప్రకారం, ELSS దీర్ఘకాలాన్ని ఆకర్షిస్తుందిరాజధాని లాభాలు (LTCG). పెట్టుబడిదారులకు దీర్ఘకాలికంగా 10% (ఇండెక్సేషన్ లేకుండా) పన్ను విధించబడుతుందిమూలధన రాబడి పన్ను. INR 1 లక్ష వరకు లాభాలు పన్ను లేకుండా ఉంటాయి. INR 1 లక్ష కంటే ఎక్కువ లాభాలకు 10% పన్ను వర్తిస్తుంది.
కనీస పెట్టుబడి మొత్తం
ఒక తీసుకోవడం ద్వారాSIP మార్గంలో, పెట్టుబడిదారులు INR 500 కంటే తక్కువ మొత్తంలో పెట్టుబడి పెట్టవచ్చు. ఇది ఒక వ్యక్తిని అనుమతిస్తుందిడబ్బు దాచు ప్రతి నెలా ఏకమొత్తానికి బదులుగా.
ఈక్విటీ రిటర్న్స్
ఈ మ్యూచువల్ ఫండ్స్ ఈక్విటీ-సంబంధిత సాధనాల్లో పెట్టుబడి పెడతాయి కాబట్టి, మీరు పెట్టుబడి పెట్టే డబ్బు స్టాక్‌గా పెరుగుతుందిసంత పెరుగుతుంది. కాబట్టి, ELSS ఫండ్లలో లాభాలు ఎక్కువగా ఉంటాయి.
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FY 22 - 23లో అత్యుత్తమ పనితీరు కనబరుస్తున్న ELSS పన్ను ఆదా మ్యూచువల్ ఫండ్‌లు
Fund NAV Net Assets (Cr) Rating 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) IDFC Tax Advantage (ELSS) Fund Growth ₹141.279
↓ -0.31 ₹6,232 ☆☆☆☆☆ -4.1 -12.7 3.7 13.7 30.6 13.1 HDFC Tax Saver Fund Growth ₹1,306.64
↓ -3.42 ₹14,671 ☆☆ -1.4 -8.4 13.6 22.1 30.2 21.3 DSP BlackRock Tax Saver Fund Growth ₹131.241
↑ 0.01 ₹14,981 ☆☆☆☆ -2.9 -9.7 17.7 18.6 29 23.9 Franklin India Taxshield Growth ₹1,375.61
↓ -5.06 ₹5,986 ☆☆ -5.9 -10.8 10.2 18.4 28.7 22.4 Motilal Oswal Long Term Equity Fund Growth ₹45.6879
↓ -0.14 ₹3,405 -17.6 -16.3 11.7 23.1 27.4 47.7 BOI AXA Tax Advantage Fund Growth ₹149.78
↓ -0.65 ₹1,182 ☆☆☆ -10.9 -14.7 1.2 16.2 27.3 21.6 JM Tax Gain Fund Growth ₹44.6703
↓ -0.17 ₹167 ☆☆☆ -8.5 -15.3 12.2 17.5 27.1 29 Nippon India Tax Saver Fund (ELSS) Growth ₹118.24
↑ 0.12 ₹13,354 ☆☆☆ -4.4 -12.9 8.5 16.1 26.9 17.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25
*పైన ELSS జాబితా ఉంది -ఈక్విటీ మ్యూచువల్ ఫండ్స్ మధ్య నికర ఆస్తులు ఉన్నాయి100 - 15000 గత 3 సంవత్సరాల నుండి కోటి & ఆస్తుల నిర్వహణ. గత 5 సంవత్సరాల రాబడిపై క్రమబద్ధీకరించబడిందివార్షిక/CAGR ఆధారంగా.
ELSS ఫండ్‌లో ఎవరు పెట్టుబడి పెట్టగలరు?
సాధారణంగా, ELSS మ్యూచువల్ ఫండ్‌లు పన్ను ప్రణాళిక మరియు డబ్బు ఆదా చేయడం కోసం మార్కెట్-లింక్డ్ రిస్క్‌లను తీసుకోవడానికి సిద్ధంగా ఉన్న అన్ని రకాల పెట్టుబడిదారులకు అనుకూలంగా ఉంటాయి. ఎవరైనా తమ జీవితంలో ఏ సమయంలోనైనా ELSS ఫండ్లలో పెట్టుబడి పెట్టవచ్చు. అయితే, మీ కెరీర్ ప్రారంభ దశలో పన్ను ఆదా చేసే ELSS ఫండ్లలో పెట్టుబడి పెట్టాలని సూచించబడింది, తద్వారా మీ డబ్బు కాలక్రమేణా పెరుగుతుంది మరియు మీరు మంచి రాబడిని పొందుతారు.
అందువల్ల, పన్నును ఆదా చేయండి మరియు పెట్టుబడి పెట్టడం ద్వారా ఒకే సమయంలో మంచి రాబడిని పొందండిబెస్ట్ ఎల్స్ ఫండ్స్. ELSS ఫండ్లలో పెట్టుబడి పెట్టిన మొత్తం 3 సంవత్సరాల పాటు లాక్ చేయబడిందని పెట్టుబడిదారులు తెలుసుకోవాలి.
పెట్టుబడిదారులు ELSS మ్యూచువల్ ఫండ్స్‌లో SIP (సిస్టమాటిక్) యొక్క లంప్సమ్ (వన్ టైమ్)గా పెట్టుబడి పెట్టవచ్చుపెట్టుబడి ప్రణాళిక) ప్రారంభకులకు సాధారణంగా SIPని ఉపయోగించి పెట్టుబడి పెట్టడం మంచిది కనుక ఇది వారికి బాగా సరిపోతుంది.
The investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related securities. There can be no assurance that the investment objective of the scheme will be realised. IDFC Tax Advantage (ELSS) Fund is a Equity - ELSS fund was launched on 26 Dec 08. It is a fund with Moderately High risk and has given a Below is the key information for IDFC Tax Advantage (ELSS) 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 (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 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 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 Below is the key information for JM Tax Gain Fund Returns up to 1 year are on The primary objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. However, there can be no assurance that the scheme’s
investment objective shall be achieved. Nippon India Tax Saver Fund (ELSS) is a Equity - ELSS fund was launched on 21 Sep 05. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Tax Saver Fund (ELSS) Returns up to 1 year are on 1. IDFC Tax Advantage (ELSS) Fund
CAGR/Annualized return of 17.7% since its launch. Ranked 3 in ELSS category. Return for 2024 was 13.1% , 2023 was 28.3% and 2022 was 4.2% . IDFC Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (28 Mar 25) ₹141.279 ↓ -0.31 (-0.22 %) Net Assets (Cr) ₹6,232 on 28 Feb 25 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio -0.61 Information Ratio 0.05 Alpha Ratio -2.68 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹14,128 28 Feb 22 ₹17,704 28 Feb 23 ₹18,627 29 Feb 24 ₹25,992 28 Feb 25 ₹25,410 Returns for IDFC Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 4% 3 Month -4.1% 6 Month -12.7% 1 Year 3.7% 3 Year 13.7% 5 Year 30.6% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 13.1% 2022 28.3% 2021 4.2% 2020 49.2% 2019 18.7% 2018 1.9% 2017 -9.4% 2016 53.4% 2015 0.4% 2014 6.9% Fund Manager information for IDFC Tax Advantage (ELSS) Fund
Name Since Tenure Daylynn Pinto 20 Oct 16 8.37 Yr. Ritika Behera 7 Oct 23 1.4 Yr. Gaurav Satra 10 Jun 24 0.72 Yr. Data below for IDFC Tax Advantage (ELSS) Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 29.96% Technology 10.03% Consumer Defensive 9.16% Basic Materials 8.85% Consumer Cyclical 8.12% Industrials 7.37% Health Care 7.13% Energy 6.53% Communication Services 3.04% Utility 2.05% Real Estate 1.56% Asset Allocation
Asset Class Value Cash 6.19% Equity 93.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK7% ₹459 Cr 2,700,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK6% ₹376 Cr 3,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE6% ₹367 Cr 2,900,000
↑ 200,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 5322154% ₹266 Cr 2,700,000
↑ 100,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY4% ₹263 Cr 1,400,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS4% ₹247 Cr 600,000
↑ 100,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL2% ₹163 Cr 1,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 24 | LT2% ₹143 Cr 400,000
↑ 50,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | MARUTI2% ₹123 Cr 100,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Aug 17 | 5000932% ₹121 Cr 1,900,000 2. 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 (28 Mar 25) ₹1,306.64 ↓ -3.42 (-0.26 %) 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,460 28 Feb 22 ₹15,005 28 Feb 23 ₹16,962 29 Feb 24 ₹24,594 28 Feb 25 ₹26,273 Returns for HDFC Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 4.9% 3 Month -1.4% 6 Month -8.4% 1 Year 13.6% 3 Year 22.1% 5 Year 30.2% 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 40.82% Consumer Cyclical 13.5% Health Care 10.74% Technology 6.67% Industrials 5.95% Communication Services 5.85% Basic Materials 5.51% Utility 1.27% Real Estate 1.15% Consumer Defensive 1.02% Energy 0.59% Asset Allocation
Asset Class Value Cash 6.62% Equity 93.05% Debt 0.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK10% ₹1,503 Cr 12,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | HDFCBANK10% ₹1,495 Cr 8,800,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322158% ₹1,282 Cr 13,000,000
↑ 1,400,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL5% ₹813 Cr 5,000,000 Cipla Ltd (Healthcare)
Equity, Since 31 Oct 09 | 5000875% ₹799 Cr 5,400,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI4% ₹677 Cr 550,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE4% ₹668 Cr 4,500,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK4% ₹665 Cr 3,500,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH4% ₹578 Cr 3,350,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 06 | SBIN2% ₹309 Cr 4,000,000
↓ -500,000 3. DSP BlackRock Tax Saver Fund
CAGR/Annualized return of 15.2% 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 (28 Mar 25) ₹131.241 ↑ 0.01 (0.00 %) 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,142 28 Feb 22 ₹15,753 28 Feb 23 ₹16,404 29 Feb 24 ₹23,108 28 Feb 25 ₹24,696 Returns for DSP BlackRock Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 6.2% 3 Month -2.9% 6 Month -9.7% 1 Year 17.7% 3 Year 18.6% 5 Year 29% 10 Year 15 Year Since launch 15.2% 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 36.23% Consumer Cyclical 9.91% Health Care 9.31% Basic Materials 8.86% Technology 7.93% Industrials 7.29% Consumer Defensive 5.18% Communication Services 4.54% Utility 4.03% Energy 3.79% Asset Allocation
Asset Class Value Cash 2.93% Equity 97.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK8% ₹1,252 Cr 7,369,356
↓ -240,750 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK6% ₹994 Cr 7,936,588
↓ -333,102 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 5322154% ₹671 Cr 6,799,514
↑ 812,662 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN4% ₹650 Cr 8,404,741
↑ 1,280,171 Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY4% ₹632 Cr 3,360,017 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KOTAKBANK3% ₹520 Cr 2,734,913
↓ -396,735 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 24 | LT3% ₹425 Cr 1,192,711
↑ 140,574 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL3% ₹409 Cr 2,517,085 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 21 | HCLTECH2% ₹392 Cr 2,270,114 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M2% ₹383 Cr 1,280,409
↓ -199,784 4. Franklin India Taxshield
CAGR/Annualized return of 20.9% 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 (28 Mar 25) ₹1,375.61 ↓ -5.06 (-0.37 %) 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,007 28 Feb 22 ₹15,451 28 Feb 23 ₹16,156 29 Feb 24 ₹23,391 28 Feb 25 ₹24,095 Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 4.6% 3 Month -5.9% 6 Month -10.8% 1 Year 10.2% 3 Year 18.4% 5 Year 28.7% 10 Year 15 Year Since launch 20.9% 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 29.08% Industrials 12.84% Consumer Cyclical 12.27% Technology 11.29% Health Care 6.4% Consumer Defensive 6.25% Communication Services 6.03% Basic Materials 4.87% Utility 3.79% Energy 3.11% Real Estate 1.73% Asset Allocation
Asset Class Value Cash 1.4% Equity 98.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK9% ₹570 Cr 4,546,914 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK9% ₹554 Cr 3,260,417 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY6% ₹361 Cr 1,922,741 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL6% ₹360 Cr 2,213,637 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹315 Cr 883,853 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH4% ₹252 Cr 1,462,587 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR3% ₹224 Cr 1,575,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322153% ₹222 Cr 2,252,948 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹168 Cr 1,324,806 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5433203% ₹165 Cr 7,500,000 5. Motilal Oswal Long Term Equity Fund
CAGR/Annualized return of 16.1% 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 (28 Mar 25) ₹45.6879 ↓ -0.14 (-0.30 %) 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,796 28 Feb 22 ₹13,633 28 Feb 23 ₹14,395 29 Feb 24 ₹21,754 28 Feb 25 ₹22,281 Returns for Motilal Oswal Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 8.3% 3 Month -17.6% 6 Month -16.3% 1 Year 11.7% 3 Year 23.1% 5 Year 27.4% 10 Year 15 Year Since launch 16.1% 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 32.43% Consumer Cyclical 22.15% Financial Services 17.18% Technology 11.95% Real Estate 6.78% Basic Materials 6.03% Health Care 1.98% Asset Allocation
Asset Class Value Cash 1.51% Equity 98.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002516% ₹245 Cr 425,260 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433206% ₹219 Cr 9,923,692 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | KALYANKJIL4% ₹158 Cr 3,134,622 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 24 | AMBER4% ₹153 Cr 235,044 Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM4% ₹146 Cr 408,886 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE4% ₹143 Cr 1,055,205 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES4% ₹143 Cr 297,751 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON4% ₹140 Cr 24,068,813 Coforge Ltd (Technology)
Equity, Since 31 Jul 24 | COFORGE4% ₹139 Cr 168,355 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX3% ₹135 Cr 235,083 6. BOI AXA Tax Advantage Fund
CAGR/Annualized return of 18.4% since its launch. Ranked 13 in ELSS category. Return for 2024 was 21.6% , 2023 was 34.8% and 2022 was -1.3% . BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (28 Mar 25) ₹149.78 ↓ -0.65 (-0.43 %) Net Assets (Cr) ₹1,182 on 28 Feb 25 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.75 Information Ratio 0.03 Alpha Ratio -6.98 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,503 28 Feb 22 ₹16,481 28 Feb 23 ₹16,957 29 Feb 24 ₹25,831 28 Feb 25 ₹23,664 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 9.3% 3 Month -10.9% 6 Month -14.7% 1 Year 1.2% 3 Year 16.2% 5 Year 27.3% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 21.6% 2022 34.8% 2021 -1.3% 2020 41.5% 2019 31.2% 2018 14.6% 2017 -16.3% 2016 57.7% 2015 -1.2% 2014 2.1% Fund Manager information for BOI AXA Tax Advantage Fund
Name Since Tenure Alok Singh 27 Apr 22 2.84 Yr. Data below for BOI AXA Tax Advantage Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 25.81% Technology 16.35% Industrials 15.67% Basic Materials 14.33% Utility 6.62% Consumer Cyclical 4.9% Health Care 4.29% Consumer Defensive 3.79% Real Estate 2.87% Communication Services 1.35% Energy 1.1% Asset Allocation
Asset Class Value Cash 2.91% Equity 97.08% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN5% ₹65 Cr 839,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK5% ₹60 Cr 355,000
↓ -85,000 Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 5002954% ₹60 Cr 1,353,000 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE4% ₹53 Cr 63,800
↑ 8,700 Ami Organics Ltd (Basic Materials)
Equity, Since 31 May 24 | 5433493% ₹40 Cr 165,620 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Dec 23 | DIXON3% ₹36 Cr 24,000
↑ 6,000 Swan Energy Ltd (Industrials)
Equity, Since 29 Feb 24 | SWANENERGY3% ₹36 Cr 650,000
↑ 50,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK3% ₹36 Cr 285,000 General Insurance Corp of India (Financial Services)
Equity, Since 29 Feb 24 | 5407553% ₹35 Cr 850,696 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN3% ₹34 Cr 2,984,515 7. JM Tax Gain Fund
CAGR/Annualized return of 9.2% since its launch. Ranked 18 in ELSS category. Return for 2024 was 29% , 2023 was 30.9% and 2022 was 0.5% . JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (28 Mar 25) ₹44.6703 ↓ -0.17 (-0.39 %) Net Assets (Cr) ₹167 on 28 Feb 25 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.4 Sharpe Ratio -0.09 Information Ratio 0.45 Alpha Ratio 5.72 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,841 28 Feb 22 ₹15,142 28 Feb 23 ₹15,555 29 Feb 24 ₹22,448 28 Feb 25 ₹23,235 Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 4.4% 3 Month -8.5% 6 Month -15.3% 1 Year 12.2% 3 Year 17.5% 5 Year 27.1% 10 Year 15 Year Since launch 9.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 29% 2022 30.9% 2021 0.5% 2020 32.2% 2019 18.3% 2018 14.9% 2017 -4.6% 2016 42.6% 2015 5.2% 2014 -0.6% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 0.41 Yr. Asit Bhandarkar 31 Dec 21 3.17 Yr. Chaitanya Choksi 18 Jul 14 10.63 Yr. Ruchi Fozdar 4 Oct 24 0.41 Yr. Data below for JM Tax Gain Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 21.84% Industrials 15.24% Basic Materials 14% Consumer Cyclical 13.83% Technology 13.09% Health Care 11.47% Consumer Defensive 4.87% Communication Services 2.77% Utility 1.17% Asset Allocation
Asset Class Value Cash 0.07% Equity 99.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK5% ₹9 Cr 54,131
↑ 5,500 Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | INFY5% ₹9 Cr 48,465 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK4% ₹7 Cr 57,975
↑ 7,500 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 5329773% ₹6 Cr 6,550
↑ 1,500 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | MARUTI3% ₹6 Cr 4,706
↑ 1,250 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5329783% ₹6 Cr 32,500
↑ 32,500 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹6 Cr 72,900 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT3% ₹5 Cr 14,447 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹5 Cr 30,700 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 24 | CREDITACC3% ₹5 Cr 43,600
↑ 23,000 8. Nippon India Tax Saver Fund (ELSS)
CAGR/Annualized return of 13.5% since its launch. Ranked 16 in ELSS category. Return for 2024 was 17.6% , 2023 was 28.6% and 2022 was 6.9% . Nippon India Tax Saver Fund (ELSS)
Growth Launch Date 21 Sep 05 NAV (28 Mar 25) ₹118.24 ↑ 0.12 (0.10 %) Net Assets (Cr) ₹13,354 on 28 Feb 25 Category Equity - ELSS AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.34 Information Ratio 0.41 Alpha Ratio 0.7 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,481 28 Feb 22 ₹14,987 28 Feb 23 ₹15,647 29 Feb 24 ₹21,952 28 Feb 25 ₹22,044 Returns for Nippon India Tax Saver Fund (ELSS)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 6.6% 3 Month -4.4% 6 Month -12.9% 1 Year 8.5% 3 Year 16.1% 5 Year 26.9% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 17.6% 2022 28.6% 2021 6.9% 2020 37.6% 2019 -0.4% 2018 1.5% 2017 -20.7% 2016 46% 2015 4.2% 2014 -2.9% Fund Manager information for Nippon India Tax Saver Fund (ELSS)
Name Since Tenure Rupesh Patel 1 Jul 21 3.67 Yr. Ritesh Rathod 19 Aug 24 0.53 Yr. Kinjal Desai 25 May 18 6.77 Yr. Data below for Nippon India Tax Saver Fund (ELSS) as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 36.52% Consumer Cyclical 12.42% Industrials 10.86% Consumer Defensive 8.3% Technology 6.95% Utility 6.1% Health Care 4.69% Energy 4.43% Basic Materials 4.27% Communication Services 4.18% Asset Allocation
Asset Class Value Cash 1.27% Equity 98.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK8% ₹1,203 Cr 9,600,000
↓ -200,000 HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK7% ₹1,002 Cr 5,900,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY5% ₹733 Cr 3,900,000
↓ -100,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 19 | 5325553% ₹470 Cr 14,500,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹464 Cr 1,300,000
↓ -77,783 State Bank of India (Financial Services)
Equity, Since 31 Dec 13 | SBIN3% ₹464 Cr 6,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 5322153% ₹424 Cr 4,300,000
↑ 300,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 8901573% ₹396 Cr 3,300,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE3% ₹392 Cr 3,100,000 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | 5328103% ₹385 Cr 9,111,111
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