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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 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 (19 Feb 26) ₹45.7952 ↓ -0.53 (-1.15 %) Net Assets (Cr) ₹4,566 on 31 Jan 26 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.14 Information Ratio -0.35 Alpha Ratio -0.76 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jan 21 ₹10,000 31 Jan 22 ₹13,254 31 Jan 23 ₹13,541 31 Jan 24 ₹17,383 31 Jan 25 ₹19,512 31 Jan 26 ₹20,900 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 26 Duration Returns 1 Month 1.6% 3 Month -1.1% 6 Month 4% 1 Year 14.9% 3 Year 16.2% 5 Year 13.9% 10 Year 15 Year Since launch 14.3% 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 4.13 Yr. Data below for Tata India Tax Savings Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 34.01% Industrials 13.51% Consumer Cyclical 12.82% Basic Materials 7.07% Technology 6.29% Energy 5.29% Health Care 5.2% Communication Services 4.89% Utility 2.69% Real Estate 1.99% Consumer Defensive 1.05% Asset Allocation
Asset Class Value Cash 5.2% Equity 94.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK7% ₹318 Cr 3,425,000
↓ -25,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK6% ₹285 Cr 2,100,000
↓ -25,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 8901575% ₹223 Cr 1,426,428
↑ 1,330,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN5% ₹220 Cr 2,040,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹188 Cr 1,350,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY3% ₹146 Cr 891,081
↓ -175,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹138 Cr 352,147 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | NTPC3% ₹123 Cr 3,451,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON3% ₹115 Cr 10,200,000 City Union Bank Ltd (Financial Services)
Equity, Since 31 Aug 21 | CUB2% ₹100 Cr 3,300,000 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 Jan 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 Feb 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 31 Jan 21 ₹10,000 31 Jan 22 ₹12,897 31 Jan 23 ₹12,807 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 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. BNP Paribas Long Term Equity Fund (ELSS)
BNP Paribas Long Term Equity Fund (ELSS)
Growth Launch Date 5 Jan 06 NAV (19 Feb 26) ₹97.7873 ↓ -1.45 (-1.46 %) Net Assets (Cr) ₹911 on 31 Jan 26 Category Equity - ELSS AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.21 Sharpe Ratio 0.23 Information Ratio 0.6 Alpha Ratio 0.43 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jan 21 ₹10,000 31 Jan 22 ₹12,514 31 Jan 23 ₹11,918 31 Jan 24 ₹16,230 31 Jan 25 ₹18,649 31 Jan 26 ₹20,215 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 19 Feb 26 Duration Returns 1 Month -0.5% 3 Month -1.8% 6 Month 2.7% 1 Year 14.5% 3 Year 19% 5 Year 13.5% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.8% 2023 23.6% 2022 31.3% 2021 -2.1% 2020 23.6% 2019 17.8% 2018 14.3% 2017 -9.3% 2016 42.3% 2015 -6.6% Fund Manager information for BNP Paribas Long Term Equity Fund (ELSS)
Name Since Tenure Sanjay Chawla 14 Mar 22 3.89 Yr. Pratish Krishnan 14 Mar 22 3.89 Yr. Data below for BNP Paribas Long Term Equity Fund (ELSS) as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 32.35% Consumer Cyclical 15.45% Industrials 11.56% Technology 11.49% Basic Materials 8.15% Health Care 6.35% Consumer Defensive 4.21% Energy 3.92% Communication Services 3.13% Utility 1.23% Asset Allocation
Asset Class Value Cash 2.14% Equity 97.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK7% ₹61 Cr 656,320 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | ICICIBANK5% ₹45 Cr 329,900 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE4% ₹36 Cr 255,800 State Bank of India (Financial Services)
Equity, Since 31 Mar 22 | SBIN3% ₹30 Cr 278,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 19 | BHARTIARTL3% ₹29 Cr 144,966 Infosys Ltd (Technology)
Equity, Since 29 Feb 24 | INFY3% ₹26 Cr 158,994 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 20 | LT3% ₹25 Cr 62,520 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 25 | TECHM3% ₹23 Cr 134,100 Sagility Ltd (Healthcare)
Equity, Since 30 Nov 24 | SAGILITY2% ₹23 Cr 4,551,400 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | TVSMOTOR2% ₹22 Cr 60,500
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