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 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 Below is the key information for IDFC Tax Advantage (ELSS) 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 1. Tata India Tax Savings Fund
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% . 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.
Date Value 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 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23 Duration Returns 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
Year Returns 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
Name Since Tenure Tejas Gutka 9 Mar 21 2.14 Yr. Data below for Tata India Tax Savings Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Financial Services 36.13% Industrials 17.36% Consumer Cyclical 9.7% Technology 7.84% Basic Materials 5.22% Energy 5.15% Communication Services 5.03% Health Care 4.86% Utility 2.69% Consumer Defensive 2.31% Real Estate 1.31% Asset Allocation
Asset Class Value Cash 2.41% Equity 97.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK7% ₹220 Cr 1,305,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK7% ₹213 Cr 2,325,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE5% ₹163 Cr 675,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFC5% ₹160 Cr 575,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY5% ₹145 Cr 1,160,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN5% ₹145 Cr 2,500,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | AXISBANK4% ₹126 Cr 1,465,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹92 Cr 390,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL3% ₹91 Cr 1,140,000 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Jun 22 | RADICO2% ₹73 Cr 650,000 2. IDFC Tax Advantage (ELSS) Fund
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% . 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.
Date Value 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 Returns for IDFC Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23 Duration Returns 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
Year Returns 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
Name Since Tenure Daylynn Pinto 20 Oct 16 6.53 Yr. Data below for IDFC Tax Advantage (ELSS) Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Financial Services 27.23% Industrials 13.77% Consumer Cyclical 13.37% Basic Materials 10.49% Technology 8.41% Health Care 6.4% Consumer Defensive 6.35% Energy 3.91% Communication Services 2.44% Utility 1.47% Asset Allocation
Asset Class Value Cash 6.16% Equity 93.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK8% ₹349 Cr 3,800,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK4% ₹177 Cr 1,050,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE4% ₹169 Cr 700,000
↑ 25,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY4% ₹169 Cr 1,350,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | AXISBANK4% ₹168 Cr 1,950,000
↑ 100,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN3% ₹145 Cr 2,500,000
↓ -500,000 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 20 | TATAMOTORS3% ₹126 Cr 2,600,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFC3% ₹118 Cr 425,000
↑ 75,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL2% ₹106 Cr 1,325,000 NCC Ltd (Industrials)
Equity, Since 28 Feb 19 | NCC2% ₹104 Cr 8,700,000
↓ -300,000 3. L&T Tax Advantage Fund
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% . 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.
Date Value 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 Returns for L&T Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23 Duration Returns 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
Year Returns 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
Name Since Tenure Gautam Bhupal 26 Nov 22 0.43 Yr. Cheenu Gupta 2 Jul 21 1.83 Yr. Data below for L&T Tax Advantage Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Financial Services 26.53% Consumer Cyclical 16.25% Industrials 15.74% Technology 11.41% Consumer Defensive 9.29% Basic Materials 7.46% Energy 5.59% Health Care 3.98% Utility 1.91% Asset Allocation
Asset Class Value Cash 1.84% Equity 98.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK9% ₹287 Cr 1,698,800
↑ 180,800 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK6% ₹185 Cr 2,013,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE6% ₹171 Cr 705,600 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT4% ₹136 Cr 574,100 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | INDHOTEL4% ₹123 Cr 3,618,800
↓ -621,700 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO3% ₹104 Cr 137,800 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 22 | HINDUNILVR3% ₹103 Cr 419,300 KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH3% ₹97 Cr 1,059,800 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 21 | CHOLAFIN3% ₹97 Cr 1,114,400 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT3% ₹96 Cr 203,300
↓ -16,800 4. Principal Tax Savings Fund
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% . 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.
Date Value 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 Returns for Principal Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23 Duration Returns 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
Year Returns 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
Name Since Tenure Sudhir Kedia 29 Oct 19 3.51 Yr. Rohit Seksaria 1 Jan 22 1.33 Yr. Data below for Principal Tax Savings Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Financial Services 35.72% Consumer Cyclical 12.73% Industrials 11.18% Technology 10.08% Consumer Defensive 6.56% Energy 6.46% Basic Materials 4.4% Health Care 3.77% Communication Services 1.2% Real Estate 0.62% Asset Allocation
Asset Class Value Cash 7.24% Equity 92.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK7% ₹71 Cr 770,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE6% ₹62 Cr 258,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK6% ₹57 Cr 335,117 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC5% ₹44 Cr 157,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY4% ₹42 Cr 333,000
↑ 15,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN4% ₹39 Cr 683,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5322153% ₹29 Cr 334,000 Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 30 Apr 14 | TCS3% ₹25 Cr 78,000 Ashok Leyland Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Aug 20 | 5004772% ₹24 Cr 1,630,000 Polycab India Ltd (Industrials)
Equity, Since 30 Nov 20 | 5426522% ₹21 Cr 67,000
↓ -6,000
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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