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फिनकैश »ईएलएसएस कैलकुलेटर

ईएलएसएस कैलकुलेटर

Updated on February 26, 2024 , 7105 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 15.1% since its launch.  Ranked 1 in ELSS category.  Return for 2023 was 24% , 2022 was 5.9% and 2021 was 30.4% .

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund
Growth
Launch Date 13 Oct 14
NAV (29 Feb 24) ₹37.3842 ↑ 0.06   (0.15 %)
Net Assets (Cr) ₹3,987 on 31 Jan 24
Category Equity - ELSS
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio 1.66
Information Ratio -0.44
Alpha Ratio -2.15
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,916
28 Feb 21₹13,936
28 Feb 22₹16,090
28 Feb 23₹16,987

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 ₹470,047.
Net Profit of ₹170,047
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 29 Feb 24

DurationReturns
1 Month 2.5%
3 Month 10.1%
6 Month 13%
1 Year 31.3%
3 Year 17%
5 Year 17.4%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sailesh Jain16 Dec 212.13 Yr.
Tejas Gutka9 Mar 212.9 Yr.

Data below for Tata India Tax Savings Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services32.9%
Industrials16.98%
Consumer Cyclical10.47%
Technology8.55%
Basic Materials6.92%
Communication Services4.46%
Energy4.41%
Health Care3.95%
Utility3.42%
Consumer Defensive2.73%
Real Estate1.47%
Asset Allocation
Asset ClassValue
Cash3.73%
Equity96.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK
9%₹369 Cr2,160,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
6%₹232 Cr2,325,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
5%₹179 Cr1,160,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
4%₹174 Cr675,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN
4%₹161 Cr2,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | AXISBANK
4%₹143 Cr1,300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT
3%₹124 Cr352,147
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Jun 22 | RADICO
3%₹108 Cr650,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | NTPC
3%₹107 Cr3,451,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
2%₹97 Cr940,000

2. 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 14% since its launch.  Ranked 7 in ELSS category.  Return for 2023 was 28.4% , 2022 was -3% and 2021 was 30.3% .

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

L&T Tax Advantage Fund
Growth
Launch Date 27 Feb 06
NAV (29 Feb 24) ₹107.158 ↑ 0.57   (0.53 %)
Net Assets (Cr) ₹3,644 on 31 Jan 24
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 2.34
Information Ratio -0.36
Alpha Ratio 6.14
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,606
28 Feb 21₹13,161
28 Feb 22₹15,213
28 Feb 23₹15,518

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 ₹458,689.
Net Profit of ₹158,689
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 29 Feb 24

DurationReturns
1 Month 3.4%
3 Month 12.8%
6 Month 18.9%
1 Year 37.9%
3 Year 17.6%
5 Year 16.4%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Gautam Bhupal26 Nov 221.18 Yr.
Cheenu Gupta2 Jul 212.59 Yr.
Sonal Gupta21 Jul 212.53 Yr.

Data below for L&T Tax Advantage Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services26.95%
Industrials23.1%
Consumer Cyclical18.05%
Technology13.44%
Health Care5.18%
Energy3.53%
Utility2.7%
Basic Materials2.49%
Real Estate1.67%
Consumer Defensive1.46%
Asset Allocation
Asset ClassValue
Cash1.44%
Equity98.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
7%₹247 Cr1,445,300
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
6%₹202 Cr574,100
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
4%₹153 Cr1,012,500
↓ -47,300
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 21 | CHOLAFIN
4%₹140 Cr1,114,400
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT
3%₹121 Cr163,900
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
3%₹117 Cr451,600
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Apr 22 | CGPOWER
3%₹113 Cr2,486,300
Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 22 | BEL
3%₹101 Cr5,485,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
3%₹97 Cr974,500
↓ -140,800
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹96 Cr622,100

3. 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 16.2% since its launch.  Ranked 8 in ELSS category.  Return for 2023 was 24.5% , 2022 was 4.3% and 2021 was 32.1% .

Below is the key information for Principal Tax Savings Fund

Principal Tax Savings Fund
Growth
Launch Date 31 Mar 96
NAV (29 Feb 24) ₹435.817 ↑ 2.32   (0.53 %)
Net Assets (Cr) ₹1,187 on 31 Jan 24
Category Equity - ELSS
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.36
Sharpe Ratio 1.51
Information Ratio -0.53
Alpha Ratio -4.03
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,204
28 Feb 21₹13,570
28 Feb 22₹16,380
28 Feb 23₹16,889

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 ₹470,047.
Net Profit of ₹170,047
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 29 Feb 24

DurationReturns
1 Month 3.2%
3 Month 9%
6 Month 14.3%
1 Year 33.2%
3 Year 18.4%
5 Year 17.6%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sudhir Kedia29 Oct 194.26 Yr.
Rohit Seksaria1 Jan 222.08 Yr.

Data below for Principal Tax Savings Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services34.2%
Consumer Cyclical11.02%
Technology10.61%
Industrials10.49%
Consumer Defensive8.69%
Health Care7.91%
Energy5.94%
Basic Materials4.51%
Communication Services2.92%
Real Estate0.46%
Asset Allocation
Asset ClassValue
Cash3.24%
Equity96.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
9%₹104 Cr606,077
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE
6%₹71 Cr274,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹66 Cr661,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
4%₹48 Cr313,000
↓ -20,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN
3%₹35 Cr539,000
↓ -57,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | AXISBANK
3%₹34 Cr311,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 15 | SUNPHARMA
2%₹29 Cr233,000
Polycab India Ltd (Industrials)
Equity, Since 30 Nov 20 | POLYCAB
2%₹25 Cr46,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT
2%₹24 Cr69,021
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 23 | BAJFINANCE
2%₹23 Cr32,000

4. Invesco India Tax Plan

The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

Invesco India Tax Plan is a Equity - ELSS fund was launched on 29 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.8% since its launch.  Ranked 17 in ELSS category.  Return for 2023 was 30.9% , 2022 was -7.7% and 2021 was 32.6% .

Below is the key information for Invesco India Tax Plan

Invesco India Tax Plan
Growth
Launch Date 29 Dec 06
NAV (29 Feb 24) ₹106.38 ↑ 0.27   (0.25 %)
Net Assets (Cr) ₹2,517 on 31 Jan 24
Category Equity - ELSS
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 2.64
Information Ratio -0.73
Alpha Ratio 8.79
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹11,258
28 Feb 21₹14,106
28 Feb 22₹16,401
28 Feb 23₹15,810

Invesco India Tax Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Invesco India Tax Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Feb 24

DurationReturns
1 Month 3.2%
3 Month 11.9%
6 Month 19.2%
1 Year 41.2%
3 Year 16.5%
5 Year 17.4%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.9%
2022 -7.7%
2021 32.6%
2020 19.2%
2019 9.4%
2018 -1.3%
2017 35.7%
2016 3.4%
2015 5.8%
2014 54.3%
Fund Manager information for Invesco India Tax Plan
NameSinceTenure
Amit Nigam3 Sep 203.41 Yr.
Dhimant Kothari29 Mar 185.85 Yr.

Data below for Invesco India Tax Plan as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services28.72%
Technology13.13%
Consumer Cyclical11.8%
Industrials9.57%
Consumer Defensive8.41%
Basic Materials8.32%
Health Care5.95%
Utility5.61%
Energy3.16%
Communication Services2.53%
Real Estate1.07%
Asset Allocation
Asset ClassValue
Cash1.73%
Equity98.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK
6%₹150 Cr877,737
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
5%₹126 Cr1,261,235
↓ -33,920
Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY
5%₹111 Cr722,543
↓ -67,263
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
3%₹78 Cr300,211
↓ -10,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 23 | TCS
3%₹71 Cr188,066
↓ -36,946
LTIMindtree Ltd (Technology)
Equity, Since 30 Apr 22 | LTIM
3%₹70 Cr111,181
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 21 | CHOLAFIN
3%₹67 Cr531,481
Anand Rathi Wealth Ltd (Financial Services)
Equity, Since 31 Dec 21 | 543415
3%₹66 Cr253,963
↓ -33,927
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Nov 22 | BEL
3%₹63 Cr3,395,095
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | AXISBANK
2%₹61 Cr556,061
↓ -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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