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

ఫిన్‌క్యాష్ »మ్యూచువల్ ఫండ్స్ »ఉత్తమ పనితీరు పన్ను ఆదా మ్యూచువల్ ఫండ్‌లు

6 బెస్ట్ పెర్ఫార్మింగ్ టాక్స్ సేవింగ్ మ్యూచువల్ ఫండ్స్ 2022

Updated on November 11, 2024 , 3126 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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Tax-Savings

ఉత్తమ పనితీరు పన్ను ఆదా మ్యూచువల్ ఫండ్‌లు

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Tata India Tax Savings Fund Growth ₹42.8247
↓ -0.82
₹4,926-0.412.929.313.61824
IDFC Tax Advantage (ELSS) Fund Growth ₹145.619
↓ -2.62
₹7,354-3.75.422.913.22228.3
L&T Tax Advantage Fund Growth ₹127.962
↓ -2.99
₹4,485-1.112.938.515.918.928.4
Principal Tax Savings Fund Growth ₹477.255
↓ -7.59
₹1,411-2.45.823.511.618.624.5
HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28
₹1,3181.215.435.520.617.4
BOI AXA Tax Advantage Fund Growth ₹161.3
↓ -4.09
₹1,486-4.74.632.315.724.534.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Nov 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 15.5% 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 (13 Nov 24) ₹42.8247 ↓ -0.82   (-1.88 %)
Net Assets (Cr) ₹4,926 on 30 Sep 24
Category Equity - ELSS
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 2.36
Information Ratio 0.15
Alpha Ratio -1.92
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,592
31 Oct 21₹14,951
31 Oct 22₹15,678
31 Oct 23₹17,115
31 Oct 24₹23,489

Tata 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 ₹481,656.
Net Profit of ₹181,656
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 13 Nov 24

DurationReturns
1 Month -6.1%
3 Month -0.4%
6 Month 12.9%
1 Year 29.3%
3 Year 13.6%
5 Year 18%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sailesh Jain16 Dec 212.88 Yr.
Tejas Gutka9 Mar 213.65 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services29.58%
Consumer Cyclical16.44%
Industrials14.78%
Basic Materials7.53%
Technology7.11%
Energy5.55%
Communication Services5.01%
Utility3.9%
Real Estate3.3%
Health Care3.2%
Consumer Defensive1.62%
Asset Allocation
Asset ClassValue
Cash1.99%
Equity98.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK
6%₹299 Cr1,725,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
5%₹271 Cr2,125,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
4%₹218 Cr1,160,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
4%₹199 Cr675,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN
3%₹171 Cr2,175,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
3%₹161 Cr940,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
3%₹160 Cr1,300,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 532555
3%₹153 Cr3,451,000
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON
3%₹144 Cr6,800,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT
3%₹129 Cr352,147

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 18.4% 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 (13 Nov 24) ₹145.619 ↓ -2.62   (-1.77 %)
Net Assets (Cr) ₹7,354 on 30 Sep 24
Category Equity - ELSS
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 2.32
Information Ratio 0
Alpha Ratio 0
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,943
31 Oct 21₹17,916
31 Oct 22₹18,751
31 Oct 23₹21,358
31 Oct 24₹27,692

IDFC Tax Advantage (ELSS) Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 13 Nov 24

DurationReturns
1 Month -6.9%
3 Month -3.7%
6 Month 5.4%
1 Year 22.9%
3 Year 13.2%
5 Year 22%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Daylynn Pinto20 Oct 168.04 Yr.
Ritika Behera7 Oct 231.07 Yr.
Gaurav Satra10 Jun 240.39 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services26.5%
Consumer Cyclical11.23%
Technology10.34%
Industrials9.24%
Consumer Defensive8.93%
Basic Materials8.9%
Health Care8.77%
Energy5.02%
Communication Services3.33%
Utility2.99%
Real Estate1.6%
Asset Allocation
Asset ClassValue
Cash3.17%
Equity96.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
6%₹433 Cr2,500,000
↑ 50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK
5%₹382 Cr3,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
5%₹369 Cr1,250,000
↑ 75,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 532215
4%₹308 Cr2,500,000
↑ 200,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY
4%₹263 Cr1,400,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
3%₹188 Cr1,100,000
↓ -100,000
NTPC Ltd (Utilities)
Equity, Since 30 Sep 22 | 532555
2%₹177 Cr4,000,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 532286
2%₹156 Cr1,500,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Aug 17 | 500093
2%₹156 Cr2,050,000
↓ -50,000
Cipla Ltd (Healthcare)
Equity, Since 30 Sep 20 | 500087
2%₹141 Cr850,000
↓ -50,000

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 14.6% 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 (13 Nov 24) ₹127.962 ↓ -2.99   (-2.29 %)
Net Assets (Cr) ₹4,485 on 30 Sep 24
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 3.09
Information Ratio 0.42
Alpha Ratio 7.78
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,844
31 Oct 21₹14,423
31 Oct 22₹14,802
31 Oct 23₹16,277
31 Oct 24₹24,134

L&T 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 ₹481,656.
Net Profit of ₹181,656
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 13 Nov 24

DurationReturns
1 Month -7.4%
3 Month -1.1%
6 Month 12.9%
1 Year 38.5%
3 Year 15.9%
5 Year 18.9%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Gautam Bhupal26 Nov 221.93 Yr.
Sonal Gupta21 Jul 213.28 Yr.
Abhishek Gupta1 Mar 240.67 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services23.1%
Industrials20.71%
Consumer Cyclical17.12%
Technology10.45%
Basic Materials6.44%
Health Care5.38%
Energy4.3%
Utility3.83%
Consumer Defensive3.66%
Real Estate2.84%
Communication Services1.78%
Asset Allocation
Asset ClassValue
Cash0.39%
Equity99.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
4%₹201 Cr1,162,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
3%₹147 Cr1,155,500
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
3%₹141 Cr475,906
↓ -61,694
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹132 Cr703,100
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 500251
3%₹120 Cr158,100
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
2%₹111 Cr301,450
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT
2%₹101 Cr184,700
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
2%₹95 Cr3,493,588
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹92 Cr258,300
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
2%₹84 Cr518,700

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 (13 Nov 24) ₹477.255 ↓ -7.59   (-1.56 %)
Net Assets (Cr) ₹1,411 on 30 Sep 24
Category Equity - ELSS
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio 2.33
Information Ratio -0.38
Alpha Ratio -1.23
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,092
31 Oct 21₹16,270
31 Oct 22₹16,978
31 Oct 23₹18,415
31 Oct 24₹24,132

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 ₹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 13 Nov 24

DurationReturns
1 Month -5.9%
3 Month -2.4%
6 Month 5.8%
1 Year 23.5%
3 Year 11.6%
5 Year 18.6%
10 Year
15 Year
Since launch 16.1%
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 195.01 Yr.
Rohit Seksaria1 Jan 222.84 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services32.06%
Industrials13.88%
Consumer Cyclical9.98%
Health Care7.87%
Consumer Defensive7.78%
Technology7.46%
Energy6.39%
Communication Services6.17%
Basic Materials3.67%
Utility0.69%
Real Estate0.5%
Asset Allocation
Asset ClassValue
Cash3.5%
Equity96.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
7%₹105 Cr606,077
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹94 Cr737,000
↑ 76,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE
5%₹71 Cr239,000
↓ -21,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
4%₹57 Cr306,000
↓ -7,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 15 | SUNPHARMA
3%₹39 Cr200,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 532215
3%₹38 Cr311,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 890157
3%₹37 Cr283,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT
2%₹35 Cr96,021
State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN
2%₹35 Cr444,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Oct 22 | INDIGO
2%₹30 Cr63,000

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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,439
31 Oct 21₹15,733

HDFC Long Term 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 ₹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 13 Nov 24

DurationReturns
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
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for HDFC Long Term Advantage Fund
NameSinceTenure

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

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. 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 19.4% 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 (13 Nov 24) ₹161.3 ↓ -4.09   (-2.47 %)
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.

DateValue
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

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 ₹556,833.
Net Profit of ₹256,833
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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 13 Nov 24

DurationReturns
1 Month -6.2%
3 Month -4.7%
6 Month 4.6%
1 Year 32.3%
3 Year 15.7%
5 Year 24.5%
10 Year
15 Year
Since launch 19.4%
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 222.52 Yr.

Data below for BOI AXA Tax Advantage Fund as on 30 Sep 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

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?

  1. Fincash.comలో జీవితకాలం కోసం ఉచిత పెట్టుబడి ఖాతాను తెరవండి.

  2. మీ రిజిస్ట్రేషన్ మరియు KYC ప్రక్రియను పూర్తి చేయండి

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

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