6 బెస్ట్ పెర్ఫార్మింగ్ టాక్స్ సేవింగ్ మ్యూచువల్ ఫండ్స్ 2022 | Fincash.com

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ఉత్తమ పనితీరు పన్ను ఆదా మ్యూచువల్ ఫండ్‌లు
ఈక్విటీ లింక్డ్ సేవింగ్ స్కీమ్‌లో పన్ను ఆదా
పన్ను ఆదా మ్యూచువల్ ఫండ్స్‌లో పెట్టుబడి పెట్టడం వల్ల కలిగే ప్రయోజనాలు
ఆన్‌లైన్‌లో ELSS ఫండ్స్‌లో ఎలా పెట్టుబడి పెట్టాలి?
Top 6 Equity - ELSS Funds

6 బెస్ట్ పెర్ఫార్మింగ్ టాక్స్ సేవింగ్ మ్యూచువల్ ఫండ్స్ 2022

Updated on December 19, 2024 , 3177 views

పన్నుల సీజన్‌తో, పెట్టుబడి పెట్టే పెట్టుబడిదారులుELSS లో అత్యుత్తమ పనితీరు కనబరుస్తున్న నిధులను ఎల్లప్పుడూ చూడండిసంత. చాలా మంది ఇన్వెస్టర్లు చాలా మందిలో ఒక ఫండ్‌ని ఎంచుకోవడం కష్టంగా ఉన్నందున, ELSS కేటగిరీలో కొంతమంది అత్యుత్తమ పనితీరు కనబరిచేవారిని సూచించడానికి మేము ఇక్కడ ఉన్నాము.

పెట్టుబడిదారులు ఈ ఫండ్లలో పెట్టుబడి పెట్టవచ్చు మరియు కింద ప్రతి సంవత్సరం INR 1.5 లక్షల వరకు ఆదా చేయవచ్చుసెక్షన్ 80C యొక్కఆదాయ పన్ను చట్టం 1961. ELSS పథకాలు కనీసం 3 సంవత్సరాల లాక్-ఇన్ వ్యవధిని కలిగి ఉంటాయి. మేము సిఫార్సు చేసిన ఉత్తమ పనితీరు పన్ను ఆదామ్యూచువల్ ఫండ్స్ AUM వంటి కొన్ని ముఖ్యమైన పారామితులను చేపట్టడం ద్వారా జాగ్రత్తగా షార్ట్‌లిస్ట్ చేయబడింది,కాదు, గత ప్రదర్శనలు మొదలైనవి.

అందువల్ల, పెట్టుబడిదారులు తమ పన్ను ఆదాలను సులభంగా ప్లాన్ చేసుకోవచ్చుపెట్టుబడి పెడుతున్నారు ఈ నిధులలో.

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ఉత్తమ పనితీరు పన్ను ఆదా మ్యూచువల్ ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
Tata India Tax Savings Fund Growth	₹43.8897 ↓ -0.79	₹4,663	-5.9	4.4	22.1	18.2	17.8	24
IDFC Tax Advantage (ELSS) Fund Growth	₹147.147 ↓ -2.27	₹6,894	-8.4	-0.8	16.5	17	21.9	28.3
L&T Tax Advantage Fund Growth	₹135.058 ↓ -3.12	₹4,303	-2.7	6.2	36.8	20.7	19.5	28.4
Principal Tax Savings Fund Growth	₹487.91 ↓ -7.40	₹1,356	-6.3	1.2	18.3	16	18.6	24.5
HDFC Long Term Advantage Fund Growth	₹595.168 ↑ 0.28	₹1,318	1.2	15.4	35.5	20.6	17.4
Invesco India Tax Plan Growth	₹127.73 ↓ -2.50	₹2,954	-3.6	6.9	29.1	16.8	18.9	30.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 24

* 1000 కోట్ల నుండి 10 వరకు నికర ఆస్తులు కలిగి ఉన్న పన్ను ఆదా మ్యూచువల్ ఫండ్ల జాబితా,000 కోట్లు.

1. Tata India Tax Savings Fund

To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation..

Tata India Tax Savings Fund is a Equity - ELSS fund was launched on 13 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch. Ranked 1 in ELSS category. Return for 2023 was 24% , 2022 was 5.9% and 2021 was 30.4% .

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund Growth
Launch Date	13 Oct 14
NAV (20 Dec 24)	₹43.8897 ↓ -0.79 (-1.77 %)
Net Assets (Cr)	₹4,663 on 30 Nov 24
Category	Equity - ELSS
AMC	Tata Asset Management Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	1.54
Information Ratio	0.2
Alpha Ratio	1.9
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹10,480
30 Nov 21	₹14,176
30 Nov 22	₹15,926
30 Nov 23	₹17,897
30 Nov 24	₹23,026

Tata India Tax Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Tata 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 20 Dec 24

Duration	Returns
1 Month	2.5%
3 Month	-5.9%
6 Month	4.4%
1 Year	22.1%
3 Year	18.2%
5 Year	17.8%
10 Year
15 Year
Since launch	15.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	24%
2022	5.9%
2021	30.4%
2020	11.9%
2019	13.6%
2018	-8.4%
2017	46%
2016	2.1%
2015	13.3%
2014

Fund Manager information for Tata India Tax Savings Fund

Name	Since	Tenure
Sailesh Jain	16 Dec 21	2.96 Yr.
Tejas Gutka	9 Mar 21	3.73 Yr.

Data below for Tata India Tax Savings Fund as on 30 Nov 24

Equity Sector Allocation

Sector	Value
Financial Services	29.61%
Consumer Cyclical	16.1%
Industrials	14.02%
Basic Materials	7.52%
Technology	7.17%
Energy	5.24%
Communication Services	4.97%
Utility	3.77%
Health Care	3.2%
Real Estate	2.93%
Consumer Defensive	1.77%

Asset Allocation

Asset Class	Value
Cash	3.69%
Equity	96.31%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 10 \| HDFCBANK	6%	₹299 Cr	1,725,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| ICICIBANK	6%	₹275 Cr	2,125,000
Infosys Ltd (Technology) Equity, Since 30 Sep 18 \| INFY	4%	₹204 Cr	1,160,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 18 \| RELIANCE	4%	₹180 Cr	1,350,000
State Bank of India (Financial Services) Equity, Since 30 Nov 18 \| SBIN	4%	₹178 Cr	2,175,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 19 \| BHARTIARTL	3%	₹152 Cr	940,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| 532215	3%	₹151 Cr	1,300,000
NTPC Ltd (Utilities) Equity, Since 30 Jun 21 \| 532555	3%	₹141 Cr	3,451,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 16 \| LT	3%	₹128 Cr	352,147
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 30 Nov 22 \| MOTHERSON	3%	₹123 Cr	6,800,000

2. IDFC Tax Advantage (ELSS) Fund

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 CAGR/Annualized return of 18.3% since its launch. Ranked 3 in ELSS category. Return for 2023 was 28.3% , 2022 was 4.2% and 2021 was 49.2% .

Below is the key information for IDFC Tax Advantage (ELSS) Fund

IDFC Tax Advantage (ELSS) Fund Growth
Launch Date	26 Dec 08
NAV (20 Dec 24)	₹147.147 ↓ -2.27 (-1.52 %)
Net Assets (Cr)	₹6,894 on 30 Nov 24
Category	Equity - ELSS
AMC	IDFC Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.79
Sharpe Ratio	1.13
Information Ratio	0.07
Alpha Ratio	-3.04
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹11,002
30 Nov 21	₹16,852
30 Nov 22	₹18,885
30 Nov 23	₹22,323
30 Nov 24	₹27,068

IDFC Tax Advantage (ELSS) Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 Invest Now

Returns for IDFC Tax Advantage (ELSS) 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

Duration	Returns
1 Month	0.8%
3 Month	-8.4%
6 Month	-0.8%
1 Year	16.5%
3 Year	17%
5 Year	21.9%
10 Year
15 Year
Since launch	18.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	28.3%
2022	4.2%
2021	49.2%
2020	18.7%
2019	1.9%
2018	-9.4%
2017	53.4%
2016	0.4%
2015	6.9%
2014	42.2%

Fund Manager information for IDFC Tax Advantage (ELSS) Fund

Name	Since	Tenure
Daylynn Pinto	20 Oct 16	8.12 Yr.
Ritika Behera	7 Oct 23	1.15 Yr.
Gaurav Satra	10 Jun 24	0.47 Yr.

Data below for IDFC Tax Advantage (ELSS) Fund as on 30 Nov 24

Equity Sector Allocation

Sector	Value
Financial Services	27.09%
Technology	10.03%
Consumer Cyclical	9.81%
Industrials	9.07%
Basic Materials	8.91%
Health Care	8.71%
Consumer Defensive	8.32%
Energy	5.6%
Utility	3.56%
Communication Services	3.33%
Real Estate	1.52%

Asset Allocation

Asset Class	Value
Cash	4.05%
Equity	95.95%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 14 \| HDFCBANK	6%	₹434 Cr	2,500,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 16 \| ICICIBANK	6%	₹388 Cr	3,000,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jul 18 \| RELIANCE	5%	₹346 Cr	2,600,000 ↑ 100,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 21 \| 532215	4%	₹290 Cr	2,500,000
Infosys Ltd (Technology) Equity, Since 31 Jul 15 \| INFY	4%	₹246 Cr	1,400,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 20 \| BHARTIARTL	3%	₹177 Cr	1,100,000
NTPC Ltd (Utilities) Equity, Since 30 Sep 22 \| 532555	2%	₹163 Cr	4,000,000
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Aug 17 \| 500093	2%	₹141 Cr	2,000,000 ↓ -50,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Oct 21 \| TCS	2%	₹139 Cr	350,000 ↑ 50,000
Jindal Steel & Power Ltd (Basic Materials) Equity, Since 31 Mar 18 \| 532286	2%	₹138 Cr	1,500,000

3. 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 14.8% 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.

Date	Value
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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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

Duration	Returns
1 Month	4.6%
3 Month	-2.7%
6 Month	6.2%
1 Year	36.8%
3 Year	20.7%
5 Year	19.5%
10 Year
15 Year
Since launch	14.8%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Gautam Bhupal	26 Nov 22	2.02 Yr.
Sonal Gupta	21 Jul 21	3.37 Yr.
Abhishek Gupta	1 Mar 24	0.75 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	23.58%
Industrials	20.73%
Consumer Cyclical	16.37%
Technology	10.35%
Basic Materials	6.47%
Health Care	5.63%
Energy	4.08%
Utility	3.72%
Consumer Defensive	3.56%
Real Estate	2.63%
Communication Services	1.77%

Asset Allocation

Asset Class	Value
Cash	1.1%
Equity	98.9%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 06 \| HDFCBANK	5%	₹202 Cr	1,162,500
ICICI Bank Ltd (Financial Services) Equity, Since 30 Jun 09 \| ICICIBANK	4%	₹149 Cr	1,155,500
Infosys Ltd (Technology) Equity, Since 31 Mar 06 \| INFY	3%	₹136 Cr	774,900 ↑ 71,800
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 21 \| RELIANCE	3%	₹127 Cr	951,812
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Jul 22 \| LT	3%	₹109 Cr	301,450
Trent Ltd (Consumer Cyclical) Equity, Since 30 Nov 23 \| 500251	2%	₹92 Cr	128,900 ↓ -29,200
Persistent Systems Ltd (Technology) Equity, Since 31 Jul 21 \| PERSISTENT	2%	₹86 Cr	160,000 ↓ -24,700
Shriram Finance Ltd (Financial Services) Equity, Since 30 Jun 23 \| SHRIRAMFIN	2%	₹81 Cr	258,300
State Bank of India (Financial Services) Equity, Since 31 Jan 19 \| SBIN	2%	₹81 Cr	984,432
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Oct 23 \| 543320	2%	₹76 Cr	3,150,000 ↓ -343,588

4. 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 16.1% 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 (20 Dec 24)	₹487.91 ↓ -7.40 (-1.49 %)
Net Assets (Cr)	₹1,356 on 30 Nov 24
Category	Equity - ELSS
AMC	Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.26
Sharpe Ratio	1.36
Information Ratio	-0.41
Alpha Ratio	-0.13
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 20 Dec 24

Duration	Returns
1 Month	2.3%
3 Month	-6.3%
6 Month	1.2%
1 Year	18.3%
3 Year	16%
5 Year	18.6%
10 Year
15 Year
Since launch	16.1%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Sudhir Kedia	29 Oct 19	5.1 Yr.
Rohit Seksaria	1 Jan 22	2.92 Yr.

Data below for Principal Tax Savings Fund as on 30 Nov 24

Equity Sector Allocation

Sector	Value
Financial Services	34.13%
Industrials	13.4%
Consumer Cyclical	10.29%
Health Care	8.77%
Technology	7.86%
Consumer Defensive	6.41%
Communication Services	6.13%
Energy	5.57%
Basic Materials	3.51%
Utility	1.6%
Real Estate	0.28%

Asset Allocation

Asset Class	Value
Cash	2.01%
Equity	97.99%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 09 \| HDFCBANK	8%	₹104 Cr	598,000 ↓ -8,077
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	7%	₹95 Cr	737,000
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 21 \| RELIANCE	4%	₹58 Cr	434,000 ↓ -44,000
Infosys Ltd (Technology) Equity, Since 31 Jan 09 \| INFY	4%	₹54 Cr	306,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 13 \| LT	3%	₹42 Cr	115,000 ↑ 18,979
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 Aug 15 \| SUNPHARMA	3%	₹37 Cr	200,000
State Bank of India (Financial Services) Equity, Since 30 Apr 05 \| SBIN	3%	₹36 Cr	444,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 17 \| 532215	3%	₹36 Cr	311,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Nov 21 \| 890157	3%	₹34 Cr	283,000
Force Motors Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| 500033	2%	₹31 Cr	39,000

5. HDFC Long Term Advantage Fund

To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments

HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.4% since its launch. Ranked 23 in ELSS category. .

Below is the key information for HDFC Long Term Advantage Fund

HDFC Long Term Advantage Fund Growth
Launch Date	2 Jan 01
NAV (14 Jan 22)	₹595.168 ↑ 0.28 (0.05 %)
Net Assets (Cr)	₹1,318 on 30 Nov 21
Category	Equity - ELSS
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.25
Sharpe Ratio	2.27
Information Ratio	-0.15
Alpha Ratio	1.75
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹10,440
30 Nov 21	₹14,977

HDFC Long Term Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Purchase not allowed

Returns for HDFC Long Term 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

Duration	Returns
1 Month	4.4%
3 Month	1.2%
6 Month	15.4%
1 Year	35.5%
3 Year	20.6%
5 Year	17.4%
10 Year
15 Year
Since launch	21.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014

Fund Manager information for HDFC Long Term Advantage Fund

Name	Since	Tenure

Data below for HDFC Long Term Advantage Fund as on 30 Nov 21

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

6. Invesco India Tax Plan

The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

Invesco India Tax Plan is a Equity - ELSS fund was launched on 29 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch. Ranked 17 in ELSS category. Return for 2023 was 30.9% , 2022 was -7.7% and 2021 was 32.6% .

Below is the key information for Invesco India Tax Plan

Invesco India Tax Plan Growth
Launch Date	29 Dec 06
NAV (20 Dec 24)	₹127.73 ↓ -2.50 (-1.92 %)
Net Assets (Cr)	₹2,954 on 30 Nov 24
Category	Equity - ELSS
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.97
Sharpe Ratio	1.97
Information Ratio	-0.24
Alpha Ratio	6.98
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹11,165
30 Nov 21	₹15,478
30 Nov 22	₹15,235
30 Nov 23	₹18,143
30 Nov 24	₹24,027

Invesco India Tax Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for Invesco India Tax Plan

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

Duration	Returns
1 Month	3.9%
3 Month	-3.6%
6 Month	6.9%
1 Year	29.1%
3 Year	16.8%
5 Year	18.9%
10 Year
15 Year
Since launch	15.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	30.9%
2022	-7.7%
2021	32.6%
2020	19.2%
2019	9.4%
2018	-1.3%
2017	35.7%
2016	3.4%
2015	5.8%
2014	54.3%

Fund Manager information for Invesco India Tax Plan

Name	Since	Tenure
Amit Nigam	3 Sep 20	4.25 Yr.
Dhimant Kothari	29 Mar 18	6.68 Yr.

Data below for Invesco India Tax Plan as on 30 Nov 24

Equity Sector Allocation

Sector	Value
Financial Services	25.26%
Industrials	15.77%
Consumer Cyclical	13.89%
Health Care	13.3%
Technology	11.71%
Basic Materials	7.75%
Consumer Defensive	5.41%
Energy	3.2%
Communication Services	1.09%
Utility	1.09%
Real Estate	0.4%

Asset Allocation

Asset Class	Value
Cash	1.13%
Equity	98.87%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 22 \| HDFCBANK	6%	₹179 Cr	1,032,420 ↑ 122,483
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 15 \| ICICIBANK	5%	₹157 Cr	1,212,581
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jul 23 \| TCS	4%	₹114 Cr	288,312 ↑ 39,772
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 20 \| 532215	3%	₹90 Cr	776,621 ↑ 159,158
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Jan 24 \| DIVISLAB	3%	₹75 Cr	127,722 ↓ -20,277
Poly Medicure Ltd (Healthcare) Equity, Since 30 Jun 24 \| POLYMED	2%	₹73 Cr	253,444
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Nov 22 \| APOLLOHOSP	2%	₹71 Cr	100,754
The Federal Bank Ltd (Financial Services) Equity, Since 31 Aug 24 \| FEDERALBNK	2%	₹71 Cr	3,467,704 ↑ 519,804
Metro Brands Ltd (Consumer Cyclical) Equity, Since 31 Jan 24 \| 543426	2%	₹67 Cr	561,196 ↑ 63,971
Coforge Ltd (Technology) Equity, Since 31 May 24 \| COFORGE	2%	₹65 Cr	85,227

ఈక్విటీ లింక్డ్ సేవింగ్ స్కీమ్‌లో పన్ను ఆదా

ELSSతో మరియు లేకుండా పన్ను పొదుపులను పోల్చడం ద్వారా పన్ను ప్రయోజనాలను తనిఖీ చేద్దాం:

విశేషాలు	పన్ను ప్రణాళిక (ELSS)	పన్ను ప్రణాళిక లేదు
స్థూల మొత్తంఆదాయం	8,00,000	8,00,000
పన్ను నుండి మినహాయింపు	1,50,000	శూన్యం
మొత్తంపన్ను పరిధిలోకి వచ్చే ఆదాయం	6,50,000	8,00,000
చెల్లించాల్సిన పన్ను	32,500	62,500
ఆదా చేసిన మొత్తం	30,000	శూన్యం

కాబట్టి, ELSSలో పెట్టుబడి పెట్టడం ద్వారా ఆదా అయ్యే మొత్తం INR 30,000.

పన్ను ఆదా మ్యూచువల్ ఫండ్స్‌లో పెట్టుబడి పెట్టడం వల్ల కలిగే ప్రయోజనాలు

పన్ను ప్రయోజనాలతో పాటు, ELSS మీకు క్రింది ప్రయోజనాలను కూడా అందిస్తుంది:

ఈక్విటీ రిటర్న్స్

ELSS అనేది ఈక్విటీ మరియు పన్ను ఆదా కలయిక కాబట్టి, స్టాక్ మార్కెట్ పెరుగుతున్న కొద్దీ మీరు పెట్టుబడి పెట్టే డబ్బు పెరుగుతుంది. కాబట్టి, పెట్టుబడిదారులు ఈక్విటీ మార్కెట్ నుండి కూడా రాబడిని పొందవచ్చు. అందువల్ల, ELSS అనేది దీర్ఘకాలిక సంపద సృష్టికి కూడా ఒక మార్గం.

SIP ప్రయోజనాలు

మొత్తం మొత్తాన్ని పెట్టుబడి పెట్టడానికి బదులుగా, పెట్టుబడిదారులు ఒక ద్వారా నెలవారీ పెట్టుబడి పెట్టడం ద్వారా సులభమైన మార్గాన్ని ఎంచుకోవచ్చుSIP. SIPతో, INR 500 కంటే తక్కువ పెట్టుబడి పెట్టవచ్చు, ఇది పెట్టుబడిదారులకు అత్యంత సరసమైన పన్ను-ప్రణాళిక మరియు పెట్టుబడి మార్గం.

అతి తక్కువ లాక్-ఇన్ పీరియడ్

ELSS 3 సంవత్సరాల లాక్-ఇన్ పీరియడ్‌ని కలిగి ఉంది, ఇది అన్ని ఇతర పన్ను-పొదుపు పరికరాలలో అతి తక్కువ లాక్-ఇన్ పీరియడ్.

ఆన్‌లైన్‌లో ELSS ఫండ్స్‌లో ఎలా పెట్టుబడి పెట్టాలి?

Fincash.comలో జీవితకాలం కోసం ఉచిత పెట్టుబడి ఖాతాను తెరవండి.

మీ రిజిస్ట్రేషన్ మరియు KYC ప్రక్రియను పూర్తి చేయండి

పత్రాలను అప్‌లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!

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ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.