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6 బెస్ట్ పెర్ఫార్మింగ్ టాక్స్ సేవింగ్ మ్యూచువల్ ఫండ్స్ 2022
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
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 Below is the key information for Tata India Tax Savings Fund Returns up to 1 year are on 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 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 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 Below is the key information for Principal Tax Savings 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 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 Below is the key information for Invesco India Tax Plan Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Tata India Tax Savings Fund Growth ₹43.8682
↑ 0.15 ₹4,200 14 18.3 38.7 20.6 18.2 24 IDFC Tax Advantage (ELSS) Fund Growth ₹152.791
↑ 0.55 ₹6,432 9 16.5 35.5 20.7 21.6 28.3 L&T Tax Advantage Fund Growth ₹131.768
↑ 0.49 ₹3,950 17.1 28 48.1 21.5 19.1 28.4 Principal Tax Savings Fund Growth ₹493.648
↑ 1.62 ₹1,280 9.6 15.9 33 19 18.4 24.5 BOI AXA Tax Advantage Fund Growth ₹176.2
↑ 1.13 ₹1,327 13.2 25.9 59.8 24.1 27.7 34.8 Invesco India Tax Plan Growth ₹123.9
↑ 0.10 ₹2,639 14.1 20.5 43.2 18 19 30.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Jul 24 1. Tata India Tax Savings Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 1 in ELSS category. Return for 2023 was 24% , 2022 was 5.9% and 2021 was 30.4% . Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (05 Jul 24) ₹43.8682 ↑ 0.15 (0.35 %) Net Assets (Cr) ₹4,200 on 31 May 24 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 1.95 Information Ratio -0.3 Alpha Ratio -2.52 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹8,557 30 Jun 21 ₹13,163 30 Jun 22 ₹13,502 30 Jun 23 ₹16,652 30 Jun 24 ₹22,717 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Jul 24 Duration Returns 1 Month 16.2% 3 Month 14% 6 Month 18.3% 1 Year 38.7% 3 Year 20.6% 5 Year 18.2% 10 Year 15 Year Since launch 16.4% 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 2.46 Yr. Tejas Gutka 9 Mar 21 3.23 Yr. Data below for Tata India Tax Savings Fund as on 31 May 24
Equity Sector Allocation
Sector Value Financial Services 31.01% Industrials 16.17% Consumer Cyclical 14.07% Basic Materials 7.57% Technology 7.13% Energy 5.59% Communication Services 4.67% Utility 3.58% Health Care 3.03% Real Estate 2.89% Consumer Defensive 1.73% Asset Allocation
Asset Class Value Cash 2.55% Equity 97.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK6% ₹264 Cr 1,725,000
↓ -435,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK6% ₹238 Cr 2,125,000
↓ -200,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE5% ₹193 Cr 675,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN4% ₹181 Cr 2,175,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY4% ₹163 Cr 1,160,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322154% ₹151 Cr 1,300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹129 Cr 352,147 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL3% ₹129 Cr 940,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 5325553% ₹124 Cr 3,451,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON2% ₹103 Cr 6,800,000 2. IDFC Tax Advantage (ELSS) Fund
CAGR/Annualized return of 19.2% since its launch. Ranked 3 in ELSS category. Return for 2023 was 28.3% , 2022 was 4.2% and 2021 was 49.2% . IDFC Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (05 Jul 24) ₹152.791 ↑ 0.55 (0.36 %) Net Assets (Cr) ₹6,432 on 30 Apr 24 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 2.78 Information Ratio 0.32 Alpha Ratio 3.8 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹8,220 30 Jun 21 ₹15,067 30 Jun 22 ₹15,376 30 Jun 23 ₹19,621 30 Jun 24 ₹26,285 Returns for IDFC Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Jul 24 Duration Returns 1 Month 11.4% 3 Month 9% 6 Month 16.5% 1 Year 35.5% 3 Year 20.7% 5 Year 21.6% 10 Year 15 Year Since launch 19.2% 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 7.62 Yr. Ritika Behera 7 Oct 23 0.65 Yr. Data below for IDFC Tax Advantage (ELSS) Fund as on 30 Apr 24
Equity Sector Allocation
Sector Value Financial Services 27.42% Industrials 12.15% Consumer Cyclical 11.85% Health Care 8.89% Basic Materials 8.43% Technology 7.36% Consumer Defensive 7.19% Energy 5.96% Communication Services 3.18% Utility 3.05% Real Estate 1.53% Asset Allocation
Asset Class Value Cash 2.99% Equity 97.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK6% ₹360 Cr 2,350,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK5% ₹336 Cr 3,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE5% ₹315 Cr 1,100,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 5322154% ₹267 Cr 2,300,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN3% ₹199 Cr 2,400,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY3% ₹197 Cr 1,400,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL3% ₹165 Cr 1,200,000 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 5322862% ₹154 Cr 1,500,000 NTPC Ltd (Utilities)
Equity, Since 30 Sep 22 | 5325552% ₹144 Cr 4,000,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Aug 17 | 5000932% ₹142 Cr 2,200,000 3. L&T Tax Advantage Fund
CAGR/Annualized return of 15.1% since its launch. Ranked 7 in ELSS category. Return for 2023 was 28.4% , 2022 was -3% and 2021 was 30.3% . L&T Tax Advantage Fund
Growth Launch Date 27 Feb 06 NAV (05 Jul 24) ₹131.768 ↑ 0.49 (0.37 %) Net Assets (Cr) ₹3,950 on 31 May 24 Category Equity - ELSS AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.98 Sharpe Ratio 2.63 Information Ratio 0.09 Alpha Ratio 6.68 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹8,729 30 Jun 21 ₹13,442 30 Jun 22 ₹12,685 30 Jun 23 ₹16,315 30 Jun 24 ₹23,717 Returns for L&T Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Jul 24 Duration Returns 1 Month 16.1% 3 Month 17.1% 6 Month 28% 1 Year 48.1% 3 Year 21.5% 5 Year 19.1% 10 Year 15 Year Since launch 15.1% 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 1.51 Yr. Sonal Gupta 21 Jul 21 2.87 Yr. Abhishek Gupta 1 Mar 24 0.25 Yr. Data below for L&T Tax Advantage Fund as on 31 May 24
Equity Sector Allocation
Sector Value Industrials 24.12% Financial Services 22.44% Consumer Cyclical 16.57% Technology 8.96% Energy 5.84% Basic Materials 5.78% Health Care 4.61% Utility 3.83% Real Estate 3.15% Consumer Defensive 2.34% Communication Services 1.62% Asset Allocation
Asset Class Value Cash 0.75% Equity 99.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK5% ₹178 Cr 1,162,500 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE4% ₹154 Cr 537,600 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT3% ₹134 Cr 365,400
↓ -32,800 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK3% ₹130 Cr 1,155,500 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Apr 22 | 5000932% ₹93 Cr 1,449,300 KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH2% ₹89 Cr 609,400
↓ -52,800 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY2% ₹88 Cr 622,100 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5328102% ₹82 Cr 1,659,900
↑ 172,700 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 5002512% ₹81 Cr 177,820
↓ -21,407 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT2% ₹80 Cr 233,900 4. Principal Tax Savings Fund
CAGR/Annualized return of 16.5% since its launch. Ranked 8 in ELSS category. Return for 2023 was 24.5% , 2022 was 4.3% and 2021 was 32.1% . Principal Tax Savings Fund
Growth Launch Date 31 Mar 96 NAV (05 Jul 24) ₹493.648 ↑ 1.62 (0.33 %) Net Assets (Cr) ₹1,280 on 31 May 24 Category Equity - ELSS AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.36 Sharpe Ratio 2.03 Information Ratio -0.2 Alpha Ratio -0.82 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹8,760 30 Jun 21 ₹13,931 30 Jun 22 ₹14,282 30 Jun 23 ₹17,621 30 Jun 24 ₹23,307 Returns for Principal Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Jul 24 Duration Returns 1 Month 10.5% 3 Month 9.6% 6 Month 15.9% 1 Year 33% 3 Year 19% 5 Year 18.4% 10 Year 15 Year Since launch 16.5% 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 4.59 Yr. Rohit Seksaria 1 Jan 22 2.42 Yr. Data below for Principal Tax Savings Fund as on 31 May 24
Equity Sector Allocation
Sector Value Financial Services 31.36% Industrials 11.52% Consumer Cyclical 10.43% Technology 8.93% Consumer Defensive 8.01% Health Care 7.45% Energy 6.63% Communication Services 5.28% Basic Materials 4.96% Real Estate 0.54% Asset Allocation
Asset Class Value Cash 4.88% Equity 95.12% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK7% ₹93 Cr 606,077 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE6% ₹78 Cr 274,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹74 Cr 661,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY3% ₹44 Cr 313,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN3% ₹37 Cr 444,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5322153% ₹36 Cr 311,000 Force Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5000333% ₹34 Cr 39,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT3% ₹33 Cr 89,021 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 15 | SUNPHARMA2% ₹29 Cr 200,000
↓ -17,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 8901572% ₹28 Cr 283,000 5. BOI AXA Tax Advantage Fund
CAGR/Annualized return of 20.5% since its launch. Ranked 13 in ELSS category. Return for 2023 was 34.8% , 2022 was -1.3% and 2021 was 41.5% . BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (05 Jul 24) ₹176.2 ↑ 1.13 (0.65 %) Net Assets (Cr) ₹1,327 on 31 May 24 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.49 Sharpe Ratio 2.92 Information Ratio 0.91 Alpha Ratio 10.21 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹10,045 30 Jun 21 ₹17,570 30 Jun 22 ₹16,756 30 Jun 23 ₹21,185 30 Jun 24 ₹33,488 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Jul 24 Duration Returns 1 Month 16.1% 3 Month 13.2% 6 Month 25.9% 1 Year 59.8% 3 Year 24.1% 5 Year 27.7% 10 Year 15 Year Since launch 20.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Alok Singh 27 Apr 22 2.1 Yr. Data below for BOI AXA Tax Advantage Fund as on 31 May 24
Equity Sector Allocation
Sector Value Financial Services 27.42% Industrials 20.55% Basic Materials 15.94% Consumer Cyclical 11.14% Energy 5.82% Technology 5.29% Utility 4.42% Health Care 3.68% Consumer Defensive 3.57% Real Estate 2.04% Asset Allocation
Asset Class Value Cash 0.09% Equity 99.87% Debt 0.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN5% ₹62 Cr 752,000
↑ 57,000 Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 5002954% ₹54 Cr 1,211,000
↑ 77,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL4% ₹50 Cr 99,900
↑ 13,900 Oil India Ltd (Energy)
Equity, Since 31 Mar 23 | OIL3% ₹45 Cr 702,000 Canara Bank (Financial Services)
Equity, Since 31 Aug 22 | 5324833% ₹41 Cr 3,500,000
↓ -225,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹34 Cr 955,000
↑ 35,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK3% ₹34 Cr 223,000
↓ -32,000 Bank of Baroda (Financial Services)
Equity, Since 31 Oct 22 | 5321343% ₹34 Cr 1,286,338 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE2% ₹33 Cr 114,000
↓ -16,000 HEG Ltd (Industrials)
Equity, Since 31 Dec 22 | HEG2% ₹31 Cr 135,000
↑ 5,000 6. Invesco India Tax Plan
CAGR/Annualized return of 15.4% since its launch. Ranked 17 in ELSS category. Return for 2023 was 30.9% , 2022 was -7.7% and 2021 was 32.6% . Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (05 Jul 24) ₹123.9 ↑ 0.10 (0.08 %) Net Assets (Cr) ₹2,639 on 31 May 24 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 2.48 Information Ratio 0 Alpha Ratio 0 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹9,291 30 Jun 21 ₹14,453 30 Jun 22 ₹13,506 30 Jun 23 ₹16,676 30 Jun 24 ₹23,442 Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Jul 24 Duration Returns 1 Month 14.9% 3 Month 14.1% 6 Month 20.5% 1 Year 43.2% 3 Year 18% 5 Year 19% 10 Year 15 Year Since launch 15.4% 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 3.74 Yr. Dhimant Kothari 29 Mar 18 6.18 Yr. Data below for Invesco India Tax Plan as on 31 May 24
Equity Sector Allocation
Sector Value Financial Services 27.14% Industrials 14.1% Consumer Cyclical 12.26% Health Care 10.04% Basic Materials 8.12% Technology 8.11% Consumer Defensive 6.62% Energy 6.36% Utility 3.78% Communication Services 1.65% Real Estate 1.12% Asset Allocation
Asset Class Value Cash 0.71% Equity 99.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK7% ₹172 Cr 1,123,204 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE6% ₹146 Cr 508,632 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK5% ₹129 Cr 1,153,505
↓ -107,730 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 23 | TCS4% ₹102 Cr 278,855 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Nov 22 | BEL3% ₹67 Cr 2,268,970
↓ -353,258 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322152% ₹66 Cr 564,075 Honasa Consumer Ltd (Consumer Defensive)
Equity, Since 30 Nov 23 | 5440142% ₹56 Cr 1,277,371 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | MOTHERSON2% ₹56 Cr 3,714,077
↑ 1,360,382 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | DIVISLAB2% ₹56 Cr 130,399
↑ 52,508 Blue Star Ltd (Industrials)
Equity, Since 31 Jan 24 | BLUESTARCO2% ₹56 Cr 356,125
↓ -30,123
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!
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.
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