Table of Contents
ELSS Calculator
Introduction
ELSS is an open-ended Equity Mutual Fund that not only is great for tax saving purposes but also creates a growth opportunity for your investment. These schemes are promoted by the Government of India to inculcate a habit of long-term investment among people. As is evident from the name, the major portion of the fund in Equity Linked Savings Schemes is invested in equities or equity-related products. When you plan on making equity investments it is a wise decision to determine the performance of the investment prior to Investing. This can be done by a tool referred to as an ELSS Calculator.
What is an ELSS Calculator?
An ELSS calculator is an extremely helpful tool that plays an important role in helping you make the right decisions with regards to choosing the best investment in an ELSS scheme. T=You will be able to evaluate how effective or not an investment will be. Depending on the type of scheme you choose, there are a number of ELSS Calculators that you can make use of.
ELSS Calculator: Past Performance of SIP work?
The Past Performance sip calculator is a significant tool in providing insights on the historical performance of your SIP. The calculator takes into account certain details like:
- SIP investment amount
- Starting month and year of the SIP
- Maturity month and year of the SIP
- Valuation date
- Name of the Asset Management Company
With the above details, an ELSS SIP Past Performance Calculator will generate an estimate of how much your SIP investment will be worth at the time of maturity. Such an evaluation is a good means to determining how a fund performs during different Market cycles. The long run performance is also a good insight into gauging where the fund might be heading in terms of future prospects. Though it must be clarified that past performances are no guarantee to the returns in the future, they do however help by showing how the fund held up during adverse market conditions.
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Top ELSS Funds
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.. Below is the key information for Tata India Tax Savings 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 Research Highlights for HDFC Long Term Advantage Fund Below is the key information for HDFC Long Term Advantage 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. Research Highlights for IDBI Equity Advantage Fund Below is the key information for IDBI Equity 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 and actively managed portfolio of equity and equity related securities along with income tax rebate, as may be prevalent fromtime to time. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. Research Highlights for BNP Paribas Long Term Equity Fund (ELSS) Below is the key information for BNP Paribas Long Term Equity Fund (ELSS) Returns up to 1 year are on 1. Tata India Tax Savings Fund
Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (08 Aug 25) ₹43.0591 ↓ -0.46 (-1.06 %) Net Assets (Cr) ₹4,711 on 30 Jun 25 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0 Sharpe Ratio -0.02 Information Ratio -0.31 Alpha Ratio -0.42 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹14,788 31 Jul 22 ₹16,197 31 Jul 23 ₹19,199 31 Jul 24 ₹25,864 31 Jul 25 ₹25,568 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -4.1% 3 Month 3.2% 6 Month 2.9% 1 Year 0.3% 3 Year 14.9% 5 Year 19.7% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.5% 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% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Rahul Singh 1 Jul 25 0.08 Yr. Sailesh Jain 16 Dec 21 3.63 Yr. Data below for Tata India Tax Savings Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 34.15% Consumer Cyclical 14.22% Industrials 13.87% Basic Materials 6.85% Technology 6.75% Energy 5.51% Communication Services 4.32% Health Care 3.23% Real Estate 2.46% Utility 2.45% Consumer Defensive 1% Asset Allocation
Asset Class Value Cash 5.19% Equity 94.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK7% ₹345 Cr 1,725,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 5321747% ₹307 Cr 2,125,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹203 Cr 1,350,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL4% ₹189 Cr 940,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY4% ₹186 Cr 1,160,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN4% ₹178 Cr 2,175,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322153% ₹156 Cr 1,300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹129 Cr 352,147 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 5325552% ₹116 Cr 3,451,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON2% ₹105 Cr 6,800,000 2. 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹15,844
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 8 Aug 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 3. IDBI Equity Advantage Fund
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 Jul 20 ₹10,000 31 Jul 21 ₹14,338 31 Jul 22 ₹15,363 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 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 4. BNP Paribas Long Term Equity Fund (ELSS)
BNP Paribas Long Term Equity Fund (ELSS)
Growth Launch Date 5 Jan 06 NAV (08 Aug 25) ₹92.9304 ↓ -0.86 (-0.92 %) Net Assets (Cr) ₹934 on 30 Jun 25 Category Equity - ELSS AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.29 Sharpe Ratio 0.04 Information Ratio 0.16 Alpha Ratio 0.5 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹14,244 31 Jul 22 ₹14,455 31 Jul 23 ₹16,629 31 Jul 24 ₹23,652 31 Jul 25 ₹23,925 Returns for BNP Paribas Long Term Equity Fund (ELSS)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -3% 3 Month 4.1% 6 Month 2.6% 1 Year 2.8% 3 Year 17% 5 Year 18.4% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.6% 2023 31.3% 2022 -2.1% 2021 23.6% 2020 17.8% 2019 14.3% 2018 -9.3% 2017 42.3% 2016 -6.6% 2015 7.7% Fund Manager information for BNP Paribas Long Term Equity Fund (ELSS)
Name Since Tenure Sanjay Chawla 14 Mar 22 3.38 Yr. Pratish Krishnan 14 Mar 22 3.38 Yr. Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 30.69% Industrials 12.5% Consumer Cyclical 12.03% Technology 9.57% Health Care 7.99% Basic Materials 6.91% Consumer Defensive 6.39% Energy 4.57% Communication Services 3.28% Utility 3.05% Asset Allocation
Asset Class Value Cash 3.03% Equity 96.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK7% ₹66 Cr 328,160 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5321746% ₹59 Cr 411,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE5% ₹43 Cr 284,200 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 19 | BHARTIARTL3% ₹31 Cr 152,566 Infosys Ltd (Technology)
Equity, Since 29 Feb 24 | INFY3% ₹28 Cr 173,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 23 | POWERINDIA3% ₹24 Cr 12,066
↓ -1,500 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5433202% ₹21 Cr 790,813 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 May 24 | PNBHOUSING2% ₹21 Cr 187,500
↑ 24,500 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹21 Cr 113,300 State Bank of India (Financial Services)
Equity, Since 31 Mar 22 | SBIN2% ₹20 Cr 243,000
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Research Highlights for Tata India Tax Savings Fund