+91-22-48913909ELSS 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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Fund Selection Methodology used to find 4 funds
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 is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. Research Highlights for JM Tax Gain Fund Below is the key information for JM Tax Gain Fund 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 (14 Jul 26) ₹46.3671 ↓ -0.27 (-0.58 %) Net Assets (Cr) ₹4,516 on 31 May 26 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.04 Information Ratio 0.21 Alpha Ratio 3.02 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹10,258 30 Jun 23 ₹12,650 30 Jun 24 ₹17,258 30 Jun 25 ₹18,161 30 Jun 26 ₹18,578 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jul 26 Duration Returns 1 Month 3.4% 3 Month 5.6% 6 Month 2.5% 1 Year 4.3% 3 Year 13.1% 5 Year 13% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.9% 2023 19.5% 2022 24% 2021 5.9% 2020 30.4% 2019 11.9% 2018 13.6% 2017 -8.4% 2016 46% 2015 2.1% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Sailesh Jain 16 Dec 21 4.54 Yr. Data below for Tata India Tax Savings Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 33.72% Industrials 16.32% Consumer Cyclical 12.13% Health Care 6.53% Communication Services 5.78% Basic Materials 5.59% Energy 5.44% Technology 4.8% Utility 2.96% Real Estate 1.91% Consumer Defensive 1.29% Asset Allocation
Asset Class Value Cash 2.65% Equity 97.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL6% ₹261 Cr 1,426,428 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK6% ₹258 Cr 2,050,000 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK6% ₹249 Cr 3,350,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN4% ₹197 Cr 2,040,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹178 Cr 1,350,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON3% ₹144 Cr 9,850,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹144 Cr 352,147 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | CUMMINSIND3% ₹135 Cr 230,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | NTPC3% ₹134 Cr 3,451,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 26 | 5433903% ₹113 Cr 664,850 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 30 Jun 21 ₹10,000
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 14 Jul 26 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 30 Jun 21 ₹10,000 30 Jun 22 ₹9,909 30 Jun 23 ₹12,418 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jul 26 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. JM Tax Gain Fund
JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (14 Jul 26) ₹50.5459 ↓ -0.39 (-0.76 %) Net Assets (Cr) ₹223 on 31 May 26 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.09 Information Ratio 0.49 Alpha Ratio 2.48 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹9,919 30 Jun 23 ₹12,968 30 Jun 24 ₹19,302 30 Jun 25 ₹19,540 30 Jun 26 ₹19,895 Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jul 26 Duration Returns 1 Month 4.8% 3 Month 11% 6 Month 3.7% 1 Year 3.9% 3 Year 15.3% 5 Year 14.5% 10 Year 15 Year Since launch 9.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.5% 2023 29% 2022 30.9% 2021 0.5% 2020 32.2% 2019 18.3% 2018 14.9% 2017 -4.6% 2016 42.6% 2015 5.2% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 1.75 Yr. Asit Bhandarkar 31 Dec 21 4.5 Yr. Ruchi Fozdar 4 Oct 24 1.74 Yr. Deepak Gupta 11 Apr 25 1.22 Yr. Data below for JM Tax Gain Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 27.9% Consumer Cyclical 17.25% Technology 11.32% Industrials 9.8% Basic Materials 8.63% Health Care 6.75% Consumer Defensive 3.63% Real Estate 3.5% Energy 3.16% Utility 2.72% Communication Services 2.7% Asset Allocation
Asset Class Value Cash 2.63% Equity 97.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK3% ₹7 Cr 98,262 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 25 | RELIANCE3% ₹7 Cr 53,400 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 May 25 | SYRMA3% ₹6 Cr 59,457 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK3% ₹6 Cr 48,500 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT3% ₹6 Cr 14,947 Adani Power Ltd (Utilities)
Equity, Since 31 Mar 26 | ADANIPOWER3% ₹6 Cr 249,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹6 Cr 32,950 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | KARURVYSYA3% ₹6 Cr 199,000 Lupin Ltd (Healthcare)
Equity, Since 31 May 25 | LUPIN3% ₹6 Cr 25,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jul 25 | POLYCAB3% ₹6 Cr 5,900
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