+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.
Know Your SIP Returns
Talk to our investment specialist
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 To achieve capital appreciation by investing
predominantly in equities and equity-related
instruments. A three-year lock-in period shall
apply in line with the regulation for ELSS
schemes. Research Highlights for Sundaram Diversified Equity Fund Below is the key information for Sundaram Diversified Equity 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 (26 Dec 25) ₹46.1068 ↓ -0.20 (-0.44 %) Net Assets (Cr) ₹4,795 on 30 Nov 25 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.01 Information Ratio -0.21 Alpha Ratio -1.56 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹13,526 30 Nov 22 ₹15,196 30 Nov 23 ₹17,077 30 Nov 24 ₹21,970 30 Nov 25 ₹23,035 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month -0.7% 3 Month 5.4% 6 Month 2.9% 1 Year 4.5% 3 Year 16% 5 Year 16.8% 10 Year 15 Year Since launch 14.6% 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 Sailesh Jain 16 Dec 21 3.96 Yr. Data below for Tata India Tax Savings Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 33.69% Industrials 14.08% Consumer Cyclical 12.56% Technology 7.47% Basic Materials 7.08% Communication Services 6.15% Energy 5.36% Health Care 4.49% Utility 2.35% Real Estate 2.2% Consumer Defensive 1.75% Asset Allocation
Asset Class Value Cash 2.83% Equity 97.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK7% ₹348 Cr 3,450,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK6% ₹295 Cr 2,125,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL6% ₹280 Cr 1,330,000
↑ 390,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹212 Cr 1,350,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN4% ₹200 Cr 2,040,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY4% ₹181 Cr 1,160,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹143 Cr 352,147 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON2% ₹119 Cr 10,200,000 Pricol Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | PRICOLLTD2% ₹115 Cr 1,848,688
↓ -81,609 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | NTPC2% ₹113 Cr 3,451,000 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 30 Nov 20 ₹10,000 30 Nov 21 ₹14,347
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 26 Dec 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 30 Nov 20 ₹10,000 30 Nov 21 ₹12,885 30 Nov 22 ₹14,125 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 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. Sundaram Diversified Equity Fund
Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (26 Dec 25) ₹226.753 ↓ -0.40 (-0.17 %) Net Assets (Cr) ₹1,484 on 30 Nov 25 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio 0.05 Information Ratio -0.84 Alpha Ratio -0.54 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹13,652 30 Nov 22 ₹15,093 30 Nov 23 ₹16,938 30 Nov 24 ₹20,351 30 Nov 25 ₹21,582 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month -0.4% 3 Month 4.3% 6 Month 2% 1 Year 6.4% 3 Year 13.9% 5 Year 15.5% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 12% 2023 23.3% 2022 4% 2021 31.5% 2020 9.9% 2019 6.2% 2018 -10.6% 2017 38.4% 2016 6.8% 2015 3.1% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure Rohit Seksaria 24 Feb 21 4.77 Yr. Bharath Subramanian 2 Jun 25 0.5 Yr. Data below for Sundaram Diversified Equity Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 25.31% Consumer Cyclical 11.36% Industrials 10.28% Consumer Defensive 8.81% Basic Materials 8.47% Energy 8.19% Technology 8.18% Utility 7.01% Health Care 5.96% Communication Services 4.39% Asset Allocation
Asset Class Value Cash 2.04% Equity 97.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK9% ₹130 Cr 1,294,318 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE6% ₹93 Cr 592,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK5% ₹81 Cr 583,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK4% ₹67 Cr 520,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL4% ₹65 Cr 310,165 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY4% ₹62 Cr 400,000
↑ 48,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN4% ₹58 Cr 595,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT4% ₹56 Cr 138,000 ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | ITC3% ₹49 Cr 1,210,000 NTPC Ltd (Utilities)
Equity, Since 31 Oct 24 | NTPC3% ₹40 Cr 1,215,766
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.
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2025 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for Tata India Tax Savings Fund