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2022 کے لیے 3 بہترین ٹیکس بچانے والے ELSS میوچل فنڈز
بہترین elss فنڈز یا ایکویٹی لنکڈ سیونگ اسکیم (ٹیکس سیونگ) ایکویٹی متنوع ہیں۔باہمی چندہ جو بنیادی طور پر فراہم کرنے کے لیے ایکویٹی سے منسلک آلات (جیسے حصص اور اسٹاک) میں سرمایہ کاری کرتے ہیں۔مارکیٹ- منسلک واپسی عام طور پر، فنڈ کارپس کا 80% ایکویٹی میں اور باقی قرض کے آلات میں لگایا جاتا ہے۔ بہترینای ایل ایس ایس فنڈز کو ٹیکس بچانے والے میوچل فنڈز کے نام سے بھی جانا جاتا ہے کیونکہ وہ اس کے تحت ٹیکس فوائد پیش کرتے ہیں۔سیکشن 80 سی کےانکم ٹیکس ایکٹ مزید برآں، ELSS میوچل فنڈز اوپن اینڈڈ ہیں، جس کا مطلب ہے کہ سرمایہ کار جب چاہیں ان فنڈز میں سبسکرائب کر سکتے ہیں۔ تاہم، اس سے پہلےسرمایہ کاری ان ٹیکس بچانے والے میوچل فنڈز میں، بہترین ELSS فنڈز کی فہرست پر غور کرنے کا مشورہ دیا جاتا ہے۔
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2022 میں سرمایہ کاری کے لیے سرفہرست 3 ELSS فنڈز
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 Below is the key information for SBI Magnum Tax Gain Fund Returns up to 1 year are on The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income-tax deduction(under section 80C of the Income-tax Act, 1961) on their investments. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to be eligible for income-tax benefits under Section 80C. There can be no assurance that the investment objective under the scheme will be realized. IDBI Equity Advantage Fund is a Equity - ELSS fund was launched on 10 Sep 13. It is a fund with Moderately High risk and has given a Below is the key information for IDBI Equity Advantage Fund Returns up to 1 year are on 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 Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Long Term Equity Fund Growth ₹43.904
↓ -1.48 ₹3,405 -21.7 -17 3.8 19.2 28.2 47.7 DSP BlackRock Tax Saver Fund Growth ₹128.025
↓ -2.40 ₹14,981 -6.5 -9 11.2 15.8 29.6 23.9 L&T Tax Advantage Fund Growth ₹119.227
↓ -3.32 ₹3,604 -13.3 -11.8 6.4 13.9 26.1 33 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Apr 25 1. SBI Magnum Tax Gain Fund
CAGR/Annualized return of 12.2% since its launch. Ranked 31 in ELSS category. Return for 2024 was 27.7% , 2023 was 40% and 2022 was 6.9% . SBI Magnum Tax Gain Fund
Growth Launch Date 7 May 07 NAV (04 Apr 25) ₹396.765 ↓ -9.11 (-2.24 %) Net Assets (Cr) ₹25,724 on 28 Feb 25 Category Equity - ELSS AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.07 Information Ratio 2.73 Alpha Ratio 4.92 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹17,340 31 Mar 22 ₹20,816 31 Mar 23 ₹22,245 31 Mar 24 ₹35,403 31 Mar 25 ₹39,012 Returns for SBI Magnum Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 Duration Returns 1 Month 2.5% 3 Month -7.6% 6 Month -10.8% 1 Year 4.6% 3 Year 21.1% 5 Year 31.5% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.7% 2023 40% 2022 6.9% 2021 31% 2020 18.9% 2019 4% 2018 -8.3% 2017 33% 2016 2.1% 2015 3.2% Fund Manager information for SBI Magnum Tax Gain Fund
Name Since Tenure Dinesh Balachandran 10 Sep 16 8.48 Yr. Data below for SBI Magnum Tax Gain Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 25.67% Technology 9.22% Consumer Cyclical 8.19% Industrials 7.96% Basic Materials 7.96% Energy 7.8% Health Care 7.68% Utility 4.36% Consumer Defensive 3.92% Communication Services 3.4% Real Estate 0.78% Asset Allocation
Asset Class Value Cash 9.52% Equity 90.33% Debt 0.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK8% ₹2,060 Cr 11,893,253 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE4% ₹969 Cr 8,075,148 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK3% ₹893 Cr 7,416,237 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 17 | BHARTIARTL3% ₹874 Cr 5,563,576 Hexaware Technologies Ltd.
Equity, Since 28 Feb 25 | -3% ₹872 Cr 10,791,386
↑ 10,791,386 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Oct 21 | TATASTEEL3% ₹713 Cr 52,000,000 Torrent Power Ltd (Utilities)
Equity, Since 31 Jul 19 | 5327793% ₹709 Cr 5,610,813 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 11 | 5322153% ₹657 Cr 6,473,332 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | M&M3% ₹650 Cr 2,515,083 State Bank of India (Financial Services)
Equity, Since 31 May 06 | SBIN2% ₹643 Cr 9,335,639 2. IDBI Equity Advantage Fund
CAGR/Annualized return of 16% since its launch. Ranked 21 in ELSS category. . IDBI Equity Advantage Fund
Growth Launch Date 10 Sep 13 NAV (28 Jul 23) ₹43.39 ↑ 0.04 (0.09 %) Net Assets (Cr) ₹485 on 30 Jun 23 Category Equity - ELSS AMC IDBI Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.39 Sharpe Ratio 1.21 Information Ratio -1.13 Alpha Ratio 1.78 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹14,407 31 Mar 22 ₹17,362 31 Mar 23 ₹17,326 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 Duration Returns 1 Month 3.1% 3 Month 9.7% 6 Month 15.1% 1 Year 16.9% 3 Year 20.8% 5 Year 10% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for IDBI Equity Advantage Fund
Name Since Tenure Data below for IDBI Equity Advantage Fund as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. HDFC Long Term Advantage Fund
CAGR/Annualized return of 21.4% since its launch. Ranked 23 in ELSS category. . 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 31 Mar 20 ₹10,000 31 Mar 21 ₹17,787
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Apr 25 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 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 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
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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