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2022 కోసం టాప్ 3 అత్యుత్తమ పనితీరు కనబరిచిన ELSS (పన్ను ఆదా) మ్యూచువల్ ఫండ్‌లు | Fincash.com

ఫిన్‌క్యాష్ »మ్యూచువల్ ఫండ్స్ »టాప్ 3 ELSS ఫండ్‌లు

2022 కోసం టాప్ 3 ఉత్తమ పన్ను ఆదా ELSS మ్యూచువల్ ఫండ్‌లు

Updated on November 9, 2024 , 6725 views

బెస్ట్ ఎల్స్ ఫండ్స్ లేదా ఈక్విటీ లింక్డ్ సేవింగ్స్ స్కీమ్‌లు (పన్ను ఆదా) ఈక్విటీ డైవర్సిఫైడ్మ్యూచువల్ ఫండ్స్ అందించడానికి ఈక్విటీ-లింక్డ్ ఇన్‌స్ట్రుమెంట్‌లలో (షేర్లు మరియు స్టాక్‌లు వంటివి) ప్రధానంగా పెట్టుబడి పెట్టండిసంత-లింక్డ్ రిటర్న్స్. సాధారణంగా, ఫండ్ కార్పస్‌లో 80% ఈక్విటీలో మరియు మిగిలినది డెట్ సాధనాల్లో పెట్టుబడి పెట్టబడుతుంది. ఉత్తమమైనదిELSS కింద పన్ను ప్రయోజనాలను అందిస్తున్నందున ఫండ్‌లను పన్ను ఆదా చేసే మ్యూచువల్ ఫండ్‌లు అని కూడా పిలుస్తారుసెక్షన్ 80C యొక్కఆదాయ పన్ను చట్టం అంతేకాకుండా, ELSS మ్యూచువల్ ఫండ్‌లు ఓపెన్-ఎండ్‌గా ఉంటాయి, అంటే పెట్టుబడిదారులు ఈ ఫండ్‌లలో తమకు కావలసినప్పుడు సభ్యత్వాన్ని పొందవచ్చు. అయితే, ముందుపెట్టుబడి పెడుతున్నారు ఈ పన్ను ఆదా మ్యూచువల్ ఫండ్‌లలో, ఉత్తమమైన ELSS ఫండ్‌ల జాబితాను పరిగణించమని సూచించబడింది.

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2022లో పెట్టుబడి పెట్టడానికి టాప్ 3 ELSS ఫండ్‌లు

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Long Term Equity Fund Growth ₹51.8859
↑ 0.02
₹4,1954.820.653.5232337
DSP BlackRock Tax Saver Fund Growth ₹136.495
↓ -0.21
₹17,7710.416.84217.721.730
L&T Tax Advantage Fund Growth ₹132.264
↑ 0.02
₹4,4851.616.843.717.719.528.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Nov 24

1. Motilal Oswal Long Term Equity Fund

(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 CAGR/Annualized return of 18.3% since its launch.  Return for 2023 was 37% , 2022 was 1.8% and 2021 was 32.1% .

Below is the key information for Motilal Oswal Long Term Equity Fund

Motilal Oswal Long Term Equity Fund
Growth
Launch Date 21 Jan 15
NAV (11 Nov 24) ₹51.8859 ↑ 0.02   (0.04 %)
Net Assets (Cr) ₹4,195 on 30 Sep 24
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 0.74
Sharpe Ratio 3.95
Information Ratio 1.41
Alpha Ratio 18.6
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₹9,099
31 Oct 21₹14,648
31 Oct 22₹14,723
31 Oct 23₹17,301
31 Oct 24₹28,444

Motilal Oswal Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Motilal Oswal Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Nov 24

DurationReturns
1 Month -6.4%
3 Month 4.8%
6 Month 20.6%
1 Year 53.5%
3 Year 23%
5 Year 23%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37%
2022 1.8%
2021 32.1%
2020 8.8%
2019 13.2%
2018 -8.7%
2017 44%
2016 12.5%
2015
2014
Fund Manager information for Motilal Oswal Long Term Equity Fund
NameSinceTenure
Ajay Khandelwal11 Dec 230.89 Yr.
Niket Shah17 Oct 231.04 Yr.
Santosh Singh1 Oct 240.08 Yr.
Rakesh Shetty22 Nov 221.94 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials32.36%
Consumer Cyclical25.26%
Financial Services17.45%
Technology7.49%
Real Estate6.96%
Health Care5.64%
Basic Materials4.32%
Asset Allocation
Asset ClassValue
Cash0.53%
Equity99.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 500251
7%₹303 Cr425,260
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
6%₹259 Cr10,702,790
↓ -1,075,547
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | KALYANKJIL
5%₹217 Cr3,296,932
Inox Wind Ltd (Industrials)
Equity, Since 31 Dec 23 | INOXWIND
4%₹178 Cr7,946,960
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM
4%₹176 Cr408,886
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Oct 23 | PRESTIGE
4%₹173 Cr1,055,205
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 23 | KAYNES
4%₹162 Cr297,751
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jan 24 | SUZLON
4%₹161 Cr24,068,813
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX
4%₹153 Cr235,083
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | APARINDS
4%₹149 Cr148,305

2. SBI Magnum Tax Gain Fund

To deliver the benefit of investment in a portfolio of equity shares, while offering deduction on such investment made in the scheme under section 80C of the Income-tax Act, 1961. It also seeks to distribute income periodically depending on distributable surplus. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits.

SBI Magnum Tax Gain Fund is a Equity - ELSS fund was launched on 7 May 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.7% since its launch.  Ranked 31 in ELSS category.  Return for 2023 was 40% , 2022 was 6.9% and 2021 was 31% .

Below is the key information for SBI Magnum Tax Gain Fund

SBI Magnum Tax Gain Fund
Growth
Launch Date 7 May 07
NAV (11 Nov 24) ₹430.188 ↓ -1.22   (-0.28 %)
Net Assets (Cr) ₹28,733 on 30 Sep 24
Category Equity - ELSS
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 3.09
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₹9,948
31 Oct 21₹15,756
31 Oct 22₹16,507
31 Oct 23₹19,854
31 Oct 24₹30,079

SBI Magnum Tax Gain 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
Invest Now

Returns for SBI Magnum Tax Gain Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Nov 24

DurationReturns
1 Month -3.2%
3 Month -1.7%
6 Month 13.2%
1 Year 46.2%
3 Year 22.8%
5 Year 24.5%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40%
2022 6.9%
2021 31%
2020 18.9%
2019 4%
2018 -8.3%
2017 33%
2016 2.1%
2015 3.2%
2014 49.1%
Fund Manager information for SBI Magnum Tax Gain Fund
NameSinceTenure
Dinesh Balachandran10 Sep 168.15 Yr.

Data below for SBI Magnum Tax Gain Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services24.99%
Industrials10.28%
Technology9.4%
Energy8.5%
Consumer Cyclical8.47%
Basic Materials8%
Health Care7.34%
Utility5.17%
Consumer Defensive4.34%
Communication Services3.26%
Real Estate1.13%
Asset Allocation
Asset ClassValue
Cash9.12%
Equity90.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK
7%₹2,038 Cr11,743,253
↑ 800,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
4%₹1,076 Cr8,075,148
↑ 1,016,182
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
3%₹958 Cr7,416,237
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 17 | BHARTIARTL
3%₹897 Cr5,563,576
Torrent Power Ltd (Utilities)
Equity, Since 31 Jul 19 | 532779
3%₹895 Cr4,910,813
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Oct 21 | TATASTEEL
3%₹773 Cr52,000,000
↑ 18,000,000
State Bank of India (Financial Services)
Equity, Since 31 May 06 | SBIN
3%₹766 Cr9,335,639
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
3%₹705 Cr14,414,825
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | M&M
2%₹686 Cr2,515,083
↓ -900,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TATAMOTORS
2%₹666 Cr7,989,722

3. HDFC Tax Saver Fund

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 CAGR/Annualized return of since its launch.  Ranked 27 in ELSS category.  Return for 2023 was 33.2% , 2022 was 10.5% and 2021 was 35.3% .

Below is the key information for HDFC Tax Saver Fund

HDFC Tax Saver Fund
Growth
Launch Date 31 Mar 96
NAV (11 Nov 24) ₹1,345.78 ↑ 1.43   (0.11 %)
Net Assets (Cr) ₹16,761 on 30 Sep 24
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio 3.35
Information Ratio 1.9
Alpha Ratio 8.06
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₹8,896
31 Oct 21₹14,330
31 Oct 22₹15,820
31 Oct 23₹18,141
31 Oct 24₹26,014

HDFC Tax Saver 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 HDFC Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Nov 24

DurationReturns
1 Month -2.3%
3 Month 1.3%
6 Month 14%
1 Year 39.4%
3 Year 21.3%
5 Year 21.2%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.2%
2022 10.5%
2021 35.3%
2020 5.8%
2019 3.7%
2018 -10.9%
2017 38.7%
2016 7.6%
2015 -6.2%
2014 56.4%
Fund Manager information for HDFC Tax Saver Fund
NameSinceTenure
Roshi Jain13 Jan 222.8 Yr.
Dhruv Muchhal22 Jun 231.36 Yr.

Data below for HDFC Tax Saver Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services42.08%
Health Care12.33%
Consumer Cyclical11.93%
Technology8.25%
Communication Services5.66%
Industrials4.96%
Basic Materials2.85%
Real Estate1.44%
Utility1.31%
Consumer Defensive1%
Energy0.58%
Asset Allocation
Asset ClassValue
Cash7.29%
Equity92.39%
Debt0.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
10%₹1,667 Cr12,900,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | HDFCBANK
10%₹1,614 Cr9,300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
8%₹1,276 Cr11,000,000
Cipla Ltd (Healthcare)
Equity, Since 31 Oct 09 | 500087
5%₹838 Cr5,400,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
5%₹806 Cr5,000,000
↓ -300,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE
4%₹714 Cr4,400,000
↑ 100,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
4%₹636 Cr3,604,000
↓ -1,396,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK
4%₹606 Cr3,500,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI
3%₹554 Cr500,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 06 | SBIN
3%₹451 Cr5,500,000

Disclaimer:
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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