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फिनकैश »ईएलएसएस कैलकुलेटर

ईएलएसएस कैलकुलेटर

Updated on June 1, 2023 , 6747 views

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:

  1. एसआईपी निवेश रकम
  2. SIP का शुरुआती महीना और साल
  3. SIP का मैच्योरिटी महीना और साल
  4. वैल्यूएशन तारीख
  5. 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।

Know Your SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹720,000
expected amount after 5 Years is ₹1,074,189.
Net Profit of ₹354,189
Invest Now

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शीर्ष ईएलएसएस फंड

1. Tata India Tax Savings Fund

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 CAGR/Annualized return of 13.6% since its launch.  Ranked 1 in ELSS category.  Return for 2022 was 5.9% , 2021 was 30.4% and 2020 was 11.9% .

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund
Growth
Launch Date 13 Oct 14
NAV (02 Jun 23) ₹30.1232 ↑ 0.21   (0.70 %)
Net Assets (Cr) ₹3,174 on 30 Apr 23
Category Equity - ELSS
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 0.07
Information Ratio -0.64
Alpha Ratio 1.67
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹10,700
31 May 20₹8,611
31 May 21₹13,992
31 May 22₹15,211
31 May 23₹17,091

Tata India Tax Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Tata India Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23

DurationReturns
1 Month 3.1%
3 Month 5.6%
6 Month -2.1%
1 Year 12.8%
3 Year 24.3%
5 Year 11.7%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.9%
2021 30.4%
2020 11.9%
2019 13.6%
2018 -8.4%
2017 46%
2016 2.1%
2015 13.3%
2014
2013
Fund Manager information for Tata India Tax Savings Fund
NameSinceTenure
Tejas Gutka9 Mar 212.14 Yr.

Data below for Tata India Tax Savings Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services36.13%
Industrials17.36%
Consumer Cyclical9.7%
Technology7.84%
Basic Materials5.22%
Energy5.15%
Communication Services5.03%
Health Care4.86%
Utility2.69%
Consumer Defensive2.31%
Real Estate1.31%
Asset Allocation
Asset ClassValue
Cash2.41%
Equity97.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK
7%₹220 Cr1,305,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
7%₹213 Cr2,325,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
5%₹163 Cr675,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFC
5%₹160 Cr575,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
5%₹145 Cr1,160,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN
5%₹145 Cr2,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | AXISBANK
4%₹126 Cr1,465,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT
3%₹92 Cr390,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
3%₹91 Cr1,140,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Jun 22 | RADICO
2%₹73 Cr650,000

2. IDFC Tax Advantage (ELSS) Fund

The investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related securities. There can be no assurance that the investment objective of the scheme will be realised.

IDFC Tax Advantage (ELSS) Fund is a Equity - ELSS fund was launched on 26 Dec 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch.  Ranked 3 in ELSS category.  Return for 2022 was 4.2% , 2021 was 49.2% and 2020 was 18.7% .

Below is the key information for IDFC Tax Advantage (ELSS) Fund

IDFC Tax Advantage (ELSS) Fund
Growth
Launch Date 26 Dec 08
NAV (02 Jun 23) ₹107.837 ↑ 0.52   (0.48 %)
Net Assets (Cr) ₹4,333 on 30 Apr 23
Category Equity - ELSS
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio -0.07
Information Ratio 1.16
Alpha Ratio -0.58
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,909
31 May 20₹7,293
31 May 21₹14,346
31 May 22₹15,924
31 May 23₹18,396

IDFC Tax Advantage (ELSS) Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for IDFC Tax Advantage (ELSS) Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23

DurationReturns
1 Month 5.2%
3 Month 9.9%
6 Month 3.4%
1 Year 15.9%
3 Year 34.8%
5 Year 13.4%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.2%
2021 49.2%
2020 18.7%
2019 1.9%
2018 -9.4%
2017 53.4%
2016 0.4%
2015 6.9%
2014 42.2%
2013 15%
Fund Manager information for IDFC Tax Advantage (ELSS) Fund
NameSinceTenure
Daylynn Pinto20 Oct 166.53 Yr.

Data below for IDFC Tax Advantage (ELSS) Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services27.23%
Industrials13.77%
Consumer Cyclical13.37%
Basic Materials10.49%
Technology8.41%
Health Care6.4%
Consumer Defensive6.35%
Energy3.91%
Communication Services2.44%
Utility1.47%
Asset Allocation
Asset ClassValue
Cash6.16%
Equity93.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK
8%₹349 Cr3,800,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
4%₹177 Cr1,050,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
4%₹169 Cr700,000
↑ 25,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY
4%₹169 Cr1,350,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | AXISBANK
4%₹168 Cr1,950,000
↑ 100,000
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
3%₹145 Cr2,500,000
↓ -500,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 20 | TATAMOTORS
3%₹126 Cr2,600,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFC
3%₹118 Cr425,000
↑ 75,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
2%₹106 Cr1,325,000
NCC Ltd (Industrials)
Equity, Since 28 Feb 19 | NCC
2%₹104 Cr8,700,000
↓ -300,000

3. L&T Tax Advantage Fund

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 CAGR/Annualized return of 13.2% since its launch.  Ranked 7 in ELSS category.  Return for 2022 was -3% , 2021 was 30.3% and 2020 was 13.5% .

Below is the key information for L&T Tax Advantage Fund

L&T Tax Advantage Fund
Growth
Launch Date 27 Feb 06
NAV (02 Jun 23) ₹85.3261 ↑ 0.39   (0.46 %)
Net Assets (Cr) ₹3,054 on 30 Apr 23
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio -0.02
Information Ratio -0.73
Alpha Ratio 0.36
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,783
31 May 20₹7,878
31 May 21₹12,662
31 May 22₹13,088
31 May 23₹15,117

L&T Tax Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for L&T Tax Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23

DurationReturns
1 Month 5.4%
3 Month 10.2%
6 Month 4.2%
1 Year 16.2%
3 Year 23.1%
5 Year 9%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 6.8%
Fund Manager information for L&T Tax Advantage Fund
NameSinceTenure
Gautam Bhupal26 Nov 220.43 Yr.
Cheenu Gupta2 Jul 211.83 Yr.

Data below for L&T Tax Advantage Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services26.53%
Consumer Cyclical16.25%
Industrials15.74%
Technology11.41%
Consumer Defensive9.29%
Basic Materials7.46%
Energy5.59%
Health Care3.98%
Utility1.91%
Asset Allocation
Asset ClassValue
Cash1.84%
Equity98.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
9%₹287 Cr1,698,800
↑ 180,800
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
6%₹185 Cr2,013,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
6%₹171 Cr705,600
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
4%₹136 Cr574,100
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | INDHOTEL
4%₹123 Cr3,618,800
↓ -621,700
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
3%₹104 Cr137,800
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 22 | HINDUNILVR
3%₹103 Cr419,300
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
3%₹97 Cr1,059,800
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 21 | CHOLAFIN
3%₹97 Cr1,114,400
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT
3%₹96 Cr203,300
↓ -16,800

4. Principal Tax Savings Fund

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 CAGR/Annualized return of 15.7% since its launch.  Ranked 8 in ELSS category.  Return for 2022 was 4.3% , 2021 was 32.1% and 2020 was 18.9% .

Below is the key information for Principal Tax Savings Fund

Principal Tax Savings Fund
Growth
Launch Date 31 Mar 96
NAV (02 Jun 23) ₹351.448 ↑ 1.57   (0.45 %)
Net Assets (Cr) ₹967 on 30 Apr 23
Category Equity - ELSS
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.44
Sharpe Ratio -0.02
Information Ratio -0.1
Alpha Ratio 0.31
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹10,041
31 May 20₹8,002
31 May 21₹13,338
31 May 22₹14,688
31 May 23₹16,482

Principal Tax Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Principal Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23

DurationReturns
1 Month 3.9%
3 Month 7.1%
6 Month -0.1%
1 Year 12.3%
3 Year 25.9%
5 Year 10.8%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 8.5%
Fund Manager information for Principal Tax Savings Fund
NameSinceTenure
Sudhir Kedia29 Oct 193.51 Yr.
Rohit Seksaria1 Jan 221.33 Yr.

Data below for Principal Tax Savings Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services35.72%
Consumer Cyclical12.73%
Industrials11.18%
Technology10.08%
Consumer Defensive6.56%
Energy6.46%
Basic Materials4.4%
Health Care3.77%
Communication Services1.2%
Real Estate0.62%
Asset Allocation
Asset ClassValue
Cash7.24%
Equity92.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹71 Cr770,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE
6%₹62 Cr258,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
6%₹57 Cr335,117
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC
5%₹44 Cr157,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
4%₹42 Cr333,000
↑ 15,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN
4%₹39 Cr683,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 532215
3%₹29 Cr334,000
Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 30 Apr 14 | TCS
3%₹25 Cr78,000
Ashok Leyland Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Aug 20 | 500477
2%₹24 Cr1,630,000
Polycab India Ltd (Industrials)
Equity, Since 30 Nov 20 | 542652
2%₹21 Cr67,000
↓ -6,000

Disclaimer:
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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