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6 بہترین پرفارمنگ ٹیکس سیونگ میوچل فنڈز 2022 | Fincash.com

فنکاش »باہمی چندہ »بہترین پرفارمنگ ٹیکس بچانے والے میوچل فنڈز

6 بہترین پرفارمنگ ٹیکس سیونگ میوچل فنڈز 2022

Updated on November 3, 2024 , 3112 views

ٹیکس کے موسم کے ساتھ، سرمایہ کار جو سرمایہ کاری کرتے ہیں۔ای ایل ایس ایس ہمیشہ ان فنڈز کو دیکھیں جو کہ میں بہترین کارکردگی کا مظاہرہ کر رہے ہیں۔مارکیٹ. چونکہ، بہت سارے سرمایہ کاروں کو بہت سے لوگوں میں سے ایک فنڈ کا انتخاب کرنا مشکل ہوتا ہے، اس لیے ہم یہاں ELSS زمرے میں کچھ بہترین اداکاروں کا مشورہ دینے کے لیے حاضر ہیں۔

سرمایہ کار ان فنڈز میں سرمایہ کاری کر سکتے ہیں اور اس کے تحت ہر سال 1.5 لاکھ روپے تک کی بچت کر سکتے ہیں۔سیکشن 80 سی کیانکم ٹیکس ایکٹ 1961۔ ELSS اسکیموں میں کم از کم 3 سال کا لاک ان پیریڈ ہوتا ہے۔ ہماری تجویز کردہ بہترین کارکردگی کے ساتھ ٹیکس کی بچتباہمی چندہ AUM جیسے کچھ اہم پیرامیٹرز کو انجام دے کر احتیاط سے شارٹ لسٹ کیا گیا ہے،نہیں ہیں، ماضی کی کارکردگی، وغیرہ

اس طرح، سرمایہ کار آسانی سے اپنی ٹیکس بچت کی منصوبہ بندی کر سکتے ہیں۔سرمایہ کاری ان فنڈز میں.

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Tax-Savings

بہترین پرفارمنگ ٹیکس بچانے والے میوچل فنڈز

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Tata India Tax Savings Fund Growth ₹45.0466
↑ 0.64
₹4,9264.713.83615.718.724
IDFC Tax Advantage (ELSS) Fund Growth ₹151.963
↑ 1.92
₹7,354-0.56.928.515.222.628.3
L&T Tax Advantage Fund Growth ₹134.339
↑ 2.46
₹4,485413.245.41819.428.4
Principal Tax Savings Fund Growth ₹497.968
↑ 6.49
₹1,4113.39.229.913.919.524.5
BOI AXA Tax Advantage Fund Growth ₹171.06
↑ 3.04
₹1,4863.48.844.718.925.934.8
Invesco India Tax Plan Growth ₹127.72
↑ 2.20
₹3,0583.513.538.413.818.930.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 24
*ٹیکس بچانے والے میوچل فنڈز کی فہرست جن کے خالص اثاثے 1000 کروڑ سے 10 کے درمیان ہیں،000 کروڑ۔

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 16% 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 (06 Nov 24) ₹45.0466 ↑ 0.64   (1.44 %)
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 6 Nov 24

DurationReturns
1 Month -2.4%
3 Month 4.7%
6 Month 13.8%
1 Year 36%
3 Year 15.7%
5 Year 18.7%
10 Year
15 Year
Since launch 16%
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 212.79 Yr.
Tejas Gutka9 Mar 213.57 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 18.6% 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 (06 Nov 24) ₹151.963 ↑ 1.92   (1.28 %)
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 ₹530,691.
Net Profit of ₹230,691
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 6 Nov 24

DurationReturns
1 Month -4%
3 Month -0.5%
6 Month 6.9%
1 Year 28.5%
3 Year 15.2%
5 Year 22.6%
10 Year
15 Year
Since launch 18.6%
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 167.95 Yr.
Ritika Behera7 Oct 230.99 Yr.
Gaurav Satra10 Jun 240.31 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services25.54%
Consumer Cyclical11.4%
Technology10.94%
Industrials9.51%
Health Care9.48%
Basic Materials8.77%
Consumer Defensive8.68%
Energy5.71%
Communication Services3.38%
Utility2.86%
Real Estate1.53%
Asset Allocation
Asset ClassValue
Cash2.19%
Equity97.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | 500180
6%₹401 Cr2,450,000
↑ 50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | 532174
5%₹369 Cr3,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | 500325
5%₹355 Cr1,175,000
↑ 25,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | 500209
4%₹272 Cr1,400,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 532215
4%₹270 Cr2,300,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | 532454
3%₹191 Cr1,200,000
NTPC Ltd (Utilities)
Equity, Since 30 Sep 22 | 532555
2%₹166 Cr4,000,000
Cipla Ltd (Healthcare)
Equity, Since 30 Sep 20 | 500087
2%₹149 Cr900,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Aug 17 | 500093
2%₹146 Cr2,100,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JINDALSTEL
2%₹146 Cr1,500,000

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 (06 Nov 24) ₹134.339 ↑ 2.46   (1.86 %)
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 ₹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 6 Nov 24

DurationReturns
1 Month -2.4%
3 Month 4%
6 Month 13.2%
1 Year 45.4%
3 Year 18%
5 Year 19.4%
10 Year
15 Year
Since launch 14.8%
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 221.85 Yr.
Sonal Gupta21 Jul 213.2 Yr.
Abhishek Gupta1 Mar 240.59 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 16.3% 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 (06 Nov 24) ₹497.968 ↑ 6.49   (1.32 %)
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 ₹493,520.
Net Profit of ₹193,520
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 6 Nov 24

DurationReturns
1 Month -1.7%
3 Month 3.3%
6 Month 9.2%
1 Year 29.9%
3 Year 13.9%
5 Year 19.5%
10 Year
15 Year
Since launch 16.3%
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 194.93 Yr.
Rohit Seksaria1 Jan 222.75 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services30.41%
Industrials12.54%
Consumer Cyclical10.94%
Technology9.81%
Health Care8.13%
Energy7.28%
Consumer Defensive6.7%
Communication Services5.87%
Basic Materials4.04%
Utility0.7%
Real Estate0.48%
Asset Allocation
Asset ClassValue
Cash3.08%
Equity96.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
7%₹99 Cr606,077
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 532174
6%₹81 Cr661,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE
6%₹79 Cr260,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
4%₹61 Cr313,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 532215
3%₹37 Cr311,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 15 | SUNPHARMA
3%₹36 Cr200,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN
3%₹36 Cr444,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT
3%₹36 Cr96,021
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 890157
2%₹34 Cr283,000
Force Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 500033
2%₹32 Cr39,000

5. 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 19.8% 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 (06 Nov 24) ₹171.06 ↑ 3.04   (1.81 %)
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 ₹570,326.
Net Profit of ₹270,326
Invest Now

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 6 Nov 24

DurationReturns
1 Month 0.2%
3 Month 3.4%
6 Month 8.8%
1 Year 44.7%
3 Year 18.9%
5 Year 25.9%
10 Year
15 Year
Since launch 19.8%
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 222.43 Yr.

Data below for BOI AXA Tax Advantage Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services25.45%
Industrials16.75%
Basic Materials15.78%
Technology9.84%
Consumer Cyclical5.75%
Energy5.35%
Utility4.89%
Consumer Defensive3.9%
Health Care3.43%
Real Estate1.6%
Communication Services1.01%
Asset Allocation
Asset ClassValue
Cash6.21%
Equity93.75%
Debt0.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
5%₹73 Cr420,000
↑ 130,000
Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 500295
4%₹62 Cr1,211,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN
4%₹59 Cr752,000
Oil India Ltd (Energy)
Equity, Since 31 Mar 23 | OIL
3%₹46 Cr790,000
↓ -163,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
3%₹42 Cr955,000
Prudent Corporate Advisory Services Ltd (Financial Services)
Equity, Since 31 Oct 23 | 543527
2%₹34 Cr130,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
2%₹34 Cr114,000
General Insurance Corp of India (Financial Services)
Equity, Since 29 Feb 24 | GICRE
2%₹34 Cr850,696
↑ 490,696
Tata Power Co Ltd (Utilities)
Equity, Since 31 Aug 23 | 500400
2%₹30 Cr627,000
↑ 68,000
Ami Organics Ltd (Basic Materials)
Equity, Since 31 May 24 | 543349
2%₹30 Cr172,000
↑ 16,000

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 (06 Nov 24) ₹127.72 ↑ 2.20   (1.75 %)
Net Assets (Cr) ₹3,058 on 30 Sep 24
Category Equity - ELSS
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 2.82
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₹10,132
31 Oct 21₹15,935
31 Oct 22₹14,952
31 Oct 23₹16,815
31 Oct 24₹23,813

Invesco India Tax Plan 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 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 6 Nov 24

DurationReturns
1 Month -2.2%
3 Month 3.5%
6 Month 13.5%
1 Year 38.4%
3 Year 13.8%
5 Year 18.9%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Amit Nigam3 Sep 204.08 Yr.
Dhimant Kothari29 Mar 186.51 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services22.72%
Industrials16.44%
Consumer Cyclical14.03%
Health Care13.37%
Technology10.39%
Basic Materials7.93%
Consumer Defensive6.94%
Energy3.86%
Communication Services2.04%
Utility1.34%
Real Estate0.26%
Asset Allocation
Asset ClassValue
Cash0.67%
Equity99.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK
5%₹158 Cr909,937
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
5%₹154 Cr1,212,581
↑ 59,076
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 23 | TCS
3%₹106 Cr248,540
↓ -66,890
Blue Star Ltd (Industrials)
Equity, Since 31 Jan 24 | BLUESTARCO
3%₹86 Cr414,534
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | DIVISLAB
3%₹81 Cr147,999
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
3%₹77 Cr261,820
↓ -272,179
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
2%₹76 Cr617,463
↑ 120,129
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | UNITDSPR
2%₹76 Cr476,854
↓ -65,407
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Aug 23 | SUZLON
2%₹74 Cr9,289,862
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Nov 22 | APOLLOHOSP
2%₹73 Cr100,754

ایکویٹی لنکڈ سیونگ اسکیم میں ٹیکس کی بچت

آئیے ELSS کے ساتھ اور اس کے بغیر ٹیکس بچتوں کا موازنہ کرکے ٹیکس فوائد کو چیک کریں:

تفصیلات ٹیکس پلاننگ (ELSS) کوئی ٹیکس پلاننگ نہیں۔
مجموعی کلآمدنی 8,00,000 8,00,000
ٹیکس سے استثنیٰ 1,50,000 صفر
کلقابل ٹیکس آمدنی 6,50,000 8,00,000
ٹیکس ادا کرنا ہے۔ 32,500 62,500
محفوظ شدہ رقم 30,000 صفر

لہذا، ELSS میں سرمایہ کاری کرنے سے بچائی گئی کل رقم INR 30,000 ہے۔

ٹیکس بچانے والے میوچل فنڈز میں سرمایہ کاری کے فوائد

ٹیکس فوائد کے ساتھ، ELSS آپ کو درج ذیل فوائد بھی پیش کرتا ہے:

ایکویٹی ریٹرن

جیسا کہ ELSS ایکویٹی اور ٹیکس کی بچت کا مجموعہ ہے، اس لیے آپ جو رقم لگاتے ہیں وہ اسٹاک مارکیٹ کے بڑھنے کے ساتھ بڑھتا ہے۔ لہذا، سرمایہ کار ایکویٹی مارکیٹ سے بھی منافع کما سکتے ہیں۔ لہذا، ELSS ایک طویل مدتی دولت کی تخلیق کا ایک ذریعہ بھی ہے۔

SIP فوائد

یکمشت رقم کی سرمایہ کاری کرنے کے بجائے، سرمایہ کار ماہانہ سرمایہ کاری کے ذریعے ایک آسان راستہ منتخب کر سکتے ہیں۔گھونٹ. SIP کے ساتھ، کوئی بھی INR 500 تک کم سرمایہ کاری کر سکتا ہے، جو اسے سرمایہ کاروں کے لیے سب سے سستی ٹیکس کی منصوبہ بندی اور سرمایہ کاری کا ذریعہ بناتا ہے۔

مختصر ترین لاک ان پیریڈ

ELSS کا لاک اِن دورانیہ 3 سال ہے، جو ٹیکس بچانے کے دیگر تمام آلات کے درمیان سب سے کم لاک اِن پیریڈ ہے۔

ELSS فنڈز میں آن لائن سرمایہ کاری کیسے کی جائے؟

  1. Fincash.com پر لائف ٹائم کے لیے مفت انویسٹمنٹ اکاؤنٹ کھولیں۔

  2. اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔

  3. دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!

    شروع کرنے کے

Disclaimer:
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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