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ELSS એક ઓપન-એન્ડેડ ઇક્વિટી છેમ્યુચ્યુઅલ ફંડ જે માત્ર કર બચત હેતુઓ માટે જ શ્રેષ્ઠ નથી પરંતુ તમારા રોકાણ માટે વૃદ્ધિની તક પણ બનાવે છે. લોકોમાં લાંબા ગાળાના રોકાણની આદત કેળવવા માટે ભારત સરકાર દ્વારા આ યોજનાઓનો પ્રચાર કરવામાં આવે છે. નામ પરથી સ્પષ્ટ છે કે, ઇક્વિટી લિંક્ડ સેવિંગ્સ સ્કીમ્સમાં ફંડનો મોટો હિસ્સો રોકાણ કરવામાં આવે છે.ઇક્વિટી અથવા ઇક્વિટી-સંબંધિત ઉત્પાદનો. જ્યારે તમે ઇક્વિટી રોકાણ કરવાની યોજના ઘડી રહ્યા હોવ ત્યારે તે પહેલા રોકાણનું પ્રદર્શન નક્કી કરવું એ યોગ્ય નિર્ણય છેરોકાણ. આ ELSS કેલ્ક્યુલેટર તરીકે ઓળખાતા સાધન દ્વારા કરી શકાય છે.
ELSS કેલ્ક્યુલેટર શું છે?
ELSS કેલ્ક્યુલેટર એ અત્યંત મદદરૂપ સાધન છે જે તમને ELSS સ્કીમમાં શ્રેષ્ઠ રોકાણ પસંદ કરવાના સંદર્ભમાં યોગ્ય નિર્ણયો લેવામાં મદદ કરવામાં મહત્વની ભૂમિકા ભજવે છે. T=તમે મૂલ્યાંકન કરી શકશો કે રોકાણ કેટલું અસરકારક રહેશે કે નહીં. તમે જે યોજના પસંદ કરો છો તેના પર આધાર રાખીને, ત્યાં સંખ્યાબંધ ELSS કેલ્ક્યુલેટર છે જેનો તમે ઉપયોગ કરી શકો છો.
ELSS કેલ્ક્યુલેટર: SIP કાર્યનું ભૂતકાળનું પ્રદર્શન?
ધ પાસ્ટ પર્ફોર્મન્સસિપ કેલ્ક્યુલેટર તમારા ઐતિહાસિક પ્રદર્શન પર આંતરદૃષ્ટિ પ્રદાન કરવા માટે એક મહત્વપૂર્ણ સાધન છેSIP. કેલ્ક્યુલેટર કેટલીક વિગતો ધ્યાનમાં લે છે જેમ કે:
- SIP રોકાણ રકમ
- SIP નો પ્રારંભ મહિનો અને વર્ષ
- SIP નો પરિપક્વતા મહિનો અને વર્ષ
- મૂલ્યાંકન તારીખ
- નું નામએસેટ મેનેજમેન્ટ કંપની
ઉપરોક્ત વિગતો સાથે, એક ELSS SIP પાસ્ટ પર્ફોર્મન્સ કેલ્ક્યુલેટર પરિપક્વતા સમયે તમારું SIP રોકાણ કેટલું મૂલ્યવાન હશે તેનો અંદાજ જનરેટ કરશે. આ પ્રકારનું મૂલ્યાંકન એ નક્કી કરવા માટેનું એક સારું માધ્યમ છે કે ફંડ વિવિધ સમયે કેવું પ્રદર્શન કરે છેબજાર ચક્ર લાંબા ગાળાની કામગીરી પણ ભવિષ્યની સંભાવનાઓના સંદર્ભમાં ફંડ ક્યાં આગળ વધી રહ્યું છે તે માપવા માટે સારી સમજ છે. જો કે તે સ્પષ્ટ કરવું આવશ્યક છે કે ભૂતકાળની કામગીરી ભવિષ્યમાં વળતરની કોઈ બાંયધરી નથી, તેમ છતાં તે પ્રતિકૂળ બજાર પરિસ્થિતિઓમાં ફંડ કેવી રીતે રોકાયેલું છે તે દર્શાવીને મદદ કરે છે.
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ટોચના ELSS ફંડ્સ
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 (19 Jun 26) ₹46.2445 ↑ 0.04 (0.08 %) 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 31 May 21 ₹10,000 31 May 22 ₹10,871 31 May 23 ₹12,215 31 May 24 ₹16,051 31 May 25 ₹17,815 31 May 26 ₹18,393 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 3.5% 3 Month 10.5% 6 Month 0.7% 1 Year 6.5% 3 Year 14.5% 5 Year 13.5% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.9% 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% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Sailesh Jain 16 Dec 21 4.46 Yr. Data below for Tata India Tax Savings Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 34.36% Industrials 15.3% Consumer Cyclical 12.74% Basic Materials 6.26% Health Care 6.07% Communication Services 5.96% Energy 5.56% Technology 4.72% Utility 3.05% Real Estate 2.01% Consumer Defensive 1.25% Asset Allocation
Asset Class Value Cash 1.84% Equity 98.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL6% ₹269 Cr 1,426,428 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK6% ₹259 Cr 2,050,000
↓ -50,000 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK6% ₹259 Cr 3,350,000
↓ -75,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN5% ₹218 Cr 2,040,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹193 Cr 1,350,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹141 Cr 352,147 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 5325553% ₹138 Cr 3,451,000 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 5004803% ₹121 Cr 230,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON3% ₹119 Cr 9,850,000
↓ -350,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 26 | POLICYBZR2% ₹111 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 31 May 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 19 Jun 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 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 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 May 21 ₹10,000 31 May 22 ₹10,725 31 May 23 ₹12,303 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 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 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 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 (19 Jun 26) ₹49.5856 ↓ -0.09 (-0.17 %) 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 31 May 21 ₹10,000 31 May 22 ₹10,765 31 May 23 ₹12,451 31 May 24 ₹18,062 31 May 25 ₹19,117 31 May 26 ₹19,514 Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 26 Duration Returns 1 Month 4.9% 3 Month 14.5% 6 Month -0.8% 1 Year 5.3% 3 Year 15.7% 5 Year 14.8% 10 Year 15 Year Since launch 9.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 2.5% 2024 29% 2023 30.9% 2022 0.5% 2021 32.2% 2020 18.3% 2019 14.9% 2018 -4.6% 2017 42.6% 2016 5.2% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 1.66 Yr. Asit Bhandarkar 31 Dec 21 4.42 Yr. Ruchi Fozdar 4 Oct 24 1.66 Yr. Deepak Gupta 11 Apr 25 1.14 Yr. Data below for JM Tax Gain Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 29.2% Consumer Cyclical 17.58% Technology 10.31% Industrials 9.29% Basic Materials 8.2% Health Care 7.08% Consumer Defensive 3.76% Energy 3.48% Real Estate 3.39% Communication Services 2.83% Utility 2.52% Asset Allocation
Asset Class Value Cash 2.36% Equity 97.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 25 | RELIANCE3% ₹8 Cr 53,400 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK3% ₹8 Cr 98,262 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹6 Cr 32,950 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
↓ -3,500 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5900033% ₹6 Cr 199,000 Lupin Ltd (Healthcare)
Equity, Since 31 May 25 | 5002573% ₹6 Cr 25,000 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 May 25 | SYRMA3% ₹6 Cr 59,457 Adani Power Ltd (Utilities)
Equity, Since 31 Mar 26 | 5330963% ₹6 Cr 249,000
↑ 114,000 Travel Food Services Ltd (Consumer Cyclical)
Equity, Since 31 Jul 25 | TRAVELFOOD2% ₹5 Cr 41,598
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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Research Highlights for Tata India Tax Savings Fund