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 To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on 1. Tata India Tax Savings Fund
CAGR/Annualized return of 14.9% since its launch. Ranked 1 in ELSS category. Return for 2024 was 19.5% , 2023 was 24% and 2022 was 5.9% . Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (16 May 25) ₹43.4528 ↑ 0.04 (0.10 %) Net Assets (Cr) ₹4,335 on 31 Mar 25 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0 Sharpe Ratio 0.22 Information Ratio -0.15 Alpha Ratio 3.19 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹14,711 30 Apr 22 ₹17,497 30 Apr 23 ₹18,556 30 Apr 24 ₹24,997 30 Apr 25 ₹26,677 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 6.1% 3 Month 9.1% 6 Month 1.3% 1 Year 12.1% 3 Year 19.7% 5 Year 24.3% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.5% 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% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Sailesh Jain 16 Dec 21 3.37 Yr. Tejas Gutka 9 Mar 21 4.15 Yr. Data below for Tata India Tax Savings Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 34.65% Consumer Cyclical 14.48% Industrials 12.7% Basic Materials 6.86% Technology 6.65% Energy 5.57% Communication Services 4.29% Health Care 3.63% Utility 2.78% Real Estate 2.27% Consumer Defensive 1.24% Asset Allocation
Asset Class Value Cash 4.87% Equity 95.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK8% ₹332 Cr 1,725,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK7% ₹303 Cr 2,125,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹190 Cr 1,350,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL4% ₹175 Cr 940,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY4% ₹174 Cr 1,160,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN4% ₹172 Cr 2,175,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322153% ₹154 Cr 1,300,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 5325553% ₹122 Cr 3,451,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹118 Cr 352,147 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5000342% ₹92 Cr 107,000 2. L&T Tax Advantage Fund
CAGR/Annualized return of 14.3% since its launch. Ranked 7 in ELSS category. Return for 2024 was 33% , 2023 was 28.4% and 2022 was -3% . L&T Tax Advantage Fund
Growth Launch Date 27 Feb 06 NAV (16 May 25) ₹131.398 ↑ 0.71 (0.55 %) Net Assets (Cr) ₹3,871 on 31 Mar 25 Category Equity - ELSS AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.38 Information Ratio 0.34 Alpha Ratio 6.76 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹14,985 30 Apr 22 ₹17,122 30 Apr 23 ₹17,906 30 Apr 24 ₹25,770 30 Apr 25 ₹27,746 Returns for L&T Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 7% 3 Month 12% 6 Month 2.3% 1 Year 11.9% 3 Year 23.6% 5 Year 25.3% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 33% 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% Fund Manager information for L&T Tax Advantage Fund
Name Since Tenure Gautam Bhupal 26 Nov 22 2.43 Yr. Sonal Gupta 21 Jul 21 3.78 Yr. Abhishek Gupta 1 Mar 24 1.17 Yr. Data below for L&T Tax Advantage Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 25.24% Consumer Cyclical 18.89% Industrials 17.71% Technology 10.69% Basic Materials 6.73% Health Care 5.91% Energy 4.25% Consumer Defensive 3.36% Utility 3.33% Communication Services 2.09% Real Estate 1.42% Asset Allocation
Asset Class Value Cash 0.38% Equity 99.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK5% ₹213 Cr 1,162,500 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK4% ₹156 Cr 1,155,500 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY3% ₹122 Cr 774,900 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE3% ₹121 Cr 951,812 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT3% ₹105 Cr 301,450 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN2% ₹85 Cr 1,291,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL2% ₹81 Cr 467,000 State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN2% ₹76 Cr 984,432 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT2% ₹73 Cr 133,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 5002512% ₹69 Cr 128,900 3. Principal Tax Savings Fund
CAGR/Annualized return of 16% since its launch. Ranked 8 in ELSS category. Return for 2024 was 15.8% , 2023 was 24.5% and 2022 was 4.3% . Principal Tax Savings Fund
Growth Launch Date 31 Mar 96 NAV (16 May 25) ₹498.812 ↑ 0.74 (0.15 %) Net Assets (Cr) ₹1,288 on 31 Mar 25 Category Equity - ELSS AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.26 Sharpe Ratio 0.02 Information Ratio -0.26 Alpha Ratio -0.34 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹15,168 30 Apr 22 ₹18,540 30 Apr 23 ₹19,428 30 Apr 24 ₹26,470 30 Apr 25 ₹28,044 Returns for Principal Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 5.3% 3 Month 8.3% 6 Month 4.4% 1 Year 9.1% 3 Year 18.7% 5 Year 25.2% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.8% 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% Fund Manager information for Principal Tax Savings Fund
Name Since Tenure Sudhir Kedia 29 Oct 19 5.51 Yr. Rohit Seksaria 1 Jan 22 3.33 Yr. Data below for Principal Tax Savings Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 32.79% Industrials 12.06% Consumer Cyclical 10.9% Health Care 6.9% Technology 6.68% Basic Materials 5.68% Consumer Defensive 5.67% Energy 5.47% Communication Services 5.18% Utility 1.94% Asset Allocation
Asset Class Value Cash 6.17% Equity 93.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK9% ₹118 Cr 644,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹99 Cr 737,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE4% ₹55 Cr 434,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT4% ₹47 Cr 134,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY3% ₹43 Cr 276,000
↓ -30,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN3% ₹41 Cr 532,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5322153% ₹34 Cr 311,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Oct 22 | INDIGO2% ₹32 Cr 62,000
↓ -1,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 14 | 5325382% ₹31 Cr 27,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 8901572% ₹29 Cr 221,000 4. HDFC Long Term Advantage Fund
CAGR/Annualized return of 21.4% since its launch. Ranked 23 in ELSS category. . 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 30 Apr 20 ₹10,000 30 Apr 21 ₹15,458
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 16 May 25 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
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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