Table of Contents
ईएलएसएस कैलकुलेटर
परिचय
ईएलएसएस एक ओपन एंडेड इक्विटी हैम्यूचुअल फंड यह न केवल कर बचत उद्देश्यों के लिए बहुत अच्छा है बल्कि आपके निवेश के लिए विकास का अवसर भी बनाता है। इन योजनाओं को भारत सरकार द्वारा लोगों में लंबी अवधि के निवेश की आदत डालने के लिए बढ़ावा दिया जाता है। जैसा कि नाम से स्पष्ट है, इक्विटी लिंक्ड सेविंग स्कीम में फंड का बड़ा हिस्सा निवेश किया जाता हैइक्विटीज या इक्विटी से संबंधित उत्पाद। जब आप इक्विटी निवेश करने की योजना बनाते हैं तो पहले निवेश के प्रदर्शन को निर्धारित करना एक बुद्धिमान निर्णय हैनिवेश. यह एक ईएलएसएस कैलकुलेटर के रूप में संदर्भित टूल द्वारा किया जा सकता है।
ईएलएसएस कैलकुलेटर क्या है?
एक ईएलएसएस कैलकुलेटर एक अत्यंत सहायक उपकरण है जो ईएलएसएस योजना में सर्वोत्तम निवेश चुनने के संबंध में आपको सही निर्णय लेने में मदद करने में महत्वपूर्ण भूमिका निभाता है। टी = आप मूल्यांकन कर पाएंगे कि कोई निवेश कितना प्रभावी होगा या नहीं। आपके द्वारा चुनी गई योजना के प्रकार के आधार पर, कई ईएलएसएस कैलकुलेटर हैं जिनका आप उपयोग कर सकते हैं।
ईएलएसएस कैलकुलेटर: एसआईपी कार्य का पिछला प्रदर्शन?
पिछला प्रदर्शनघूंट कैलकुलेटर आपके ऐतिहासिक प्रदर्शन पर अंतर्दृष्टि प्रदान करने में एक महत्वपूर्ण उपकरण हैसिप. कैलकुलेटर कुछ विवरणों को ध्यान में रखता है जैसे:
- एसआईपी निवेश रकम
- SIP का शुरुआती महीना और साल
- SIP का मैच्योरिटी महीना और साल
- वैल्यूएशन तारीख
- का नामएसेट मैनेजमेंट कंपनी
उपरोक्त विवरण के साथ, एक ईएलएसएस एसआईपी पिछला प्रदर्शन कैलकुलेटर एक अनुमान उत्पन्न करेगा कि परिपक्वता के समय आपका एसआईपी निवेश कितना मूल्य का होगा। इस तरह का मूल्यांकन यह निर्धारित करने का एक अच्छा साधन है कि विभिन्न अवधियों के दौरान कोई फंड कैसा प्रदर्शन करता हैमंडी चक्र। भविष्य की संभावनाओं के संदर्भ में फंड कहां जा सकता है, इसका अनुमान लगाने में लंबे समय तक प्रदर्शन भी एक अच्छी अंतर्दृष्टि है। हालांकि यह स्पष्ट किया जाना चाहिए कि पिछले प्रदर्शन भविष्य में रिटर्न की कोई गारंटी नहीं हैं, फिर भी वे यह दिखाते हुए मदद करते हैं कि प्रतिकूल बाजार स्थितियों के दौरान फंड कैसे रखा गया।
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शीर्ष ईएलएसएस फंड
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.. Tata India Tax Savings Fund is a Equity - ELSS fund was launched on 13 Oct 14. It is a fund with Moderately High risk and has given a Below is the key information for Tata India Tax Savings Fund Returns up to 1 year are on To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. L&T Tax Advantage Fund is a Equity - ELSS fund was launched on 27 Feb 06. It is a fund with Moderately High risk and has given a Below is the key information for L&T Tax Advantage Fund Returns up to 1 year are on To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors, the scheme aims at providing returns through capital appreciation. Principal Tax Savings Fund is a Equity - ELSS fund was launched on 31 Mar 96. It is a fund with Moderately High risk and has given a Below is the key information for Principal Tax Savings Fund Returns up to 1 year are on The Scheme seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns.(There can be no assurance that the investment objectives of the Scheme will be realized.) BOI AXA Tax Advantage Fund is a Equity - ELSS fund was launched on 25 Feb 09. It is a fund with Moderately High risk and has given a Below is the key information for BOI AXA Tax Advantage Fund Returns up to 1 year are on 1. Tata India Tax Savings Fund
CAGR/Annualized return of 16.2% since its launch. Ranked 1 in ELSS category. Return for 2023 was 24% , 2022 was 5.9% and 2021 was 30.4% . Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (24 Jul 24) ₹43.3951 ↑ 0.14 (0.31 %) Net Assets (Cr) ₹4,551 on 30 Jun 24 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 2.02 Information Ratio -0.01 Alpha Ratio -2.86 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹8,557 30 Jun 21 ₹13,163 30 Jun 22 ₹13,502 30 Jun 23 ₹16,652 30 Jun 24 ₹22,717 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24 Duration Returns 1 Month 2.7% 3 Month 12.4% 6 Month 18.9% 1 Year 32.8% 3 Year 19.7% 5 Year 19.6% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Sailesh Jain 16 Dec 21 2.54 Yr. Tejas Gutka 9 Mar 21 3.31 Yr. Data below for Tata India Tax Savings Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Financial Services 30.65% Industrials 15.68% Consumer Cyclical 15.24% Basic Materials 7.53% Technology 7.28% Energy 5.53% Communication Services 4.59% Utility 3.47% Health Care 2.89% Real Estate 2.86% Consumer Defensive 1.81% Asset Allocation
Asset Class Value Cash 2.48% Equity 97.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK6% ₹290 Cr 1,725,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK6% ₹255 Cr 2,125,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE5% ₹211 Cr 675,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN4% ₹185 Cr 2,175,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY4% ₹182 Cr 1,160,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | AXISBANK4% ₹164 Cr 1,300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL3% ₹136 Cr 940,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | NTPC3% ₹131 Cr 3,451,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON3% ₹129 Cr 6,800,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹125 Cr 352,147 2. L&T Tax Advantage Fund
CAGR/Annualized return of 14.9% since its launch. Ranked 7 in ELSS category. Return for 2023 was 28.4% , 2022 was -3% and 2021 was 30.3% . L&T Tax Advantage Fund
Growth Launch Date 27 Feb 06 NAV (24 Jul 24) ₹129.498 ↑ 1.06 (0.83 %) Net Assets (Cr) ₹4,257 on 30 Jun 24 Category Equity - ELSS AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.98 Sharpe Ratio 2.67 Information Ratio 0.15 Alpha Ratio 6.79 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹8,729 30 Jun 21 ₹13,442 30 Jun 22 ₹12,685 30 Jun 23 ₹16,315 30 Jun 24 ₹23,717 Returns for L&T Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24 Duration Returns 1 Month 1% 3 Month 13.9% 6 Month 26.1% 1 Year 44.1% 3 Year 19.7% 5 Year 20% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 28.4% 2022 -3% 2021 30.3% 2020 13.5% 2019 4.6% 2018 -8.1% 2017 42.3% 2016 8.1% 2015 2.9% 2014 44.8% Fund Manager information for L&T Tax Advantage Fund
Name Since Tenure Gautam Bhupal 26 Nov 22 1.6 Yr. Sonal Gupta 21 Jul 21 2.95 Yr. Abhishek Gupta 1 Mar 24 0.33 Yr. Data below for L&T Tax Advantage Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Financial Services 23.38% Industrials 22.31% Consumer Cyclical 16.44% Technology 10% Basic Materials 5.79% Energy 5.1% Health Care 4.49% Utility 3.81% Consumer Defensive 3.01% Real Estate 2.88% Communication Services 1.58% Asset Allocation
Asset Class Value Cash 1.19% Equity 98.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK5% ₹196 Cr 1,162,500 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE4% ₹168 Cr 537,600 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK3% ₹139 Cr 1,155,500 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT3% ₹120 Cr 337,305
↓ -28,095 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT2% ₹99 Cr 233,900 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY2% ₹97 Cr 622,100 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | TRENT2% ₹97 Cr 177,820 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Apr 22 | CGPOWER2% ₹93 Cr 1,320,583
↓ -128,717 KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH2% ₹90 Cr 553,200
↓ -56,200 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 21 | CHOLAFIN2% ₹87 Cr 612,000 3. Principal Tax Savings Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 8 in ELSS category. Return for 2023 was 24.5% , 2022 was 4.3% and 2021 was 32.1% . Principal Tax Savings Fund
Growth Launch Date 31 Mar 96 NAV (24 Jul 24) ₹492.217 ↑ 0.81 (0.16 %) Net Assets (Cr) ₹1,355 on 30 Jun 24 Category Equity - ELSS AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.36 Sharpe Ratio 2.06 Information Ratio -0.35 Alpha Ratio -1.66 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹8,760 30 Jun 21 ₹13,931 30 Jun 22 ₹14,282 30 Jun 23 ₹17,621 30 Jun 24 ₹23,307 Returns for Principal Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24 Duration Returns 1 Month 2.2% 3 Month 8.7% 6 Month 19.1% 1 Year 29.7% 3 Year 18.5% 5 Year 19.8% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 24.5% 2022 4.3% 2021 32.1% 2020 18.9% 2019 2.5% 2018 -9.2% 2017 48.8% 2016 6.2% 2015 2.7% 2014 49.4% Fund Manager information for Principal Tax Savings Fund
Name Since Tenure Sudhir Kedia 29 Oct 19 4.68 Yr. Rohit Seksaria 1 Jan 22 2.5 Yr. Data below for Principal Tax Savings Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Financial Services 31.48% Industrials 12.04% Consumer Cyclical 10.43% Technology 9.35% Consumer Defensive 8.06% Health Care 7.35% Energy 6.77% Communication Services 5.42% Basic Materials 4.91% Real Estate 0.5% Asset Allocation
Asset Class Value Cash 3.67% Equity 96.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK8% ₹102 Cr 606,077 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE6% ₹86 Cr 274,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹79 Cr 661,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY4% ₹49 Cr 313,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | AXISBANK3% ₹39 Cr 311,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN3% ₹38 Cr 444,000 Force Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5000333% ₹35 Cr 39,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT3% ₹34 Cr 96,021
↑ 7,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 15 | SUNPHARMA2% ₹30 Cr 200,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 8901572% ₹30 Cr 283,000 4. BOI AXA Tax Advantage Fund
CAGR/Annualized return of 20.3% since its launch. Ranked 13 in ELSS category. Return for 2023 was 34.8% , 2022 was -1.3% and 2021 was 41.5% . BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (24 Jul 24) ₹171.69 ↑ 1.56 (0.92 %) Net Assets (Cr) ₹1,428 on 30 Jun 24 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.49 Sharpe Ratio 3.05 Information Ratio 0.71 Alpha Ratio 11.3 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹10,045 30 Jun 21 ₹17,570 30 Jun 22 ₹16,756 30 Jun 23 ₹21,185 30 Jun 24 ₹33,488 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24 Duration Returns 1 Month 0.8% 3 Month 10% 6 Month 24.2% 1 Year 53% 3 Year 22.2% 5 Year 29% 10 Year 15 Year Since launch 20.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 34.8% 2022 -1.3% 2021 41.5% 2020 31.2% 2019 14.6% 2018 -16.3% 2017 57.7% 2016 -1.2% 2015 2.1% 2014 44% Fund Manager information for BOI AXA Tax Advantage Fund
Name Since Tenure Alok Singh 27 Apr 22 2.18 Yr. Data below for BOI AXA Tax Advantage Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Financial Services 26.16% Industrials 20.51% Basic Materials 15.71% Consumer Cyclical 11.96% Energy 6.05% Technology 5.54% Utility 4.25% Consumer Defensive 3.95% Health Care 3.52% Real Estate 1.93% Asset Allocation
Asset Class Value Cash 0.38% Equity 99.59% Debt 0.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN4% ₹64 Cr 752,000 Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 5002954% ₹55 Cr 1,211,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL4% ₹53 Cr 99,900 Oil India Ltd (Energy)
Equity, Since 31 Mar 23 | OIL4% ₹51 Cr 702,000 Canara Bank (Financial Services)
Equity, Since 31 Aug 22 | CANBK3% ₹42 Cr 3,500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK3% ₹38 Cr 223,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | NTPC3% ₹36 Cr 955,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE2% ₹36 Cr 114,000 Bank of Baroda (Financial Services)
Equity, Since 31 Oct 22 | BANKBARODA2% ₹35 Cr 1,286,338 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | UNOMINDA2% ₹32 Cr 290,000
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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