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 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 Below is the key information for Invesco India Tax Plan Returns up to 1 year are on 1. Tata India Tax Savings Fund
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% . Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (18 Apr 24) ₹38.0178 ↓ -0.02 (-0.05 %) Net Assets (Cr) ₹4,016 on 29 Feb 24 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 1.97 Information Ratio -0.68 Alpha Ratio -5.22 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹7,609 31 Mar 21 ₹12,726 31 Mar 22 ₹15,474 31 Mar 23 ₹15,466 31 Mar 24 ₹20,554 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Apr 24 Duration Returns 1 Month 3.5% 3 Month 4.7% 6 Month 13.9% 1 Year 33.3% 3 Year 18.4% 5 Year 16% 10 Year 15 Year Since launch 15.1% 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 2.29 Yr. Tejas Gutka 9 Mar 21 3.07 Yr. Data below for Tata India Tax Savings Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Financial Services 31.74% Industrials 15.11% Consumer Cyclical 12.08% Technology 8.77% Basic Materials 6.86% Energy 4.91% Health Care 4.47% Communication Services 4.31% Utility 3.73% Real Estate 2.48% Consumer Defensive 2.11% Asset Allocation
Asset Class Value Cash 3.44% Equity 96.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK8% ₹303 Cr 2,160,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK6% ₹245 Cr 2,325,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE5% ₹197 Cr 675,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY5% ₹194 Cr 1,160,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN5% ₹187 Cr 2,500,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322153% ₹140 Cr 1,300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹122 Cr 352,147 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 5325553% ₹116 Cr 3,451,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL3% ₹106 Cr 940,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 20 | HCLTECH2% ₹85 Cr 510,000 2. L&T Tax Advantage Fund
CAGR/Annualized return of 14.2% 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 (18 Apr 24) ₹111.135 ↓ -0.28 (-0.25 %) Net Assets (Cr) ₹3,680 on 29 Feb 24 Category Equity - ELSS AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.98 Sharpe Ratio 2.66 Information Ratio -0.31 Alpha Ratio 3.28 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹7,284 31 Mar 21 ₹12,498 31 Mar 22 ₹14,731 31 Mar 23 ₹14,495 31 Mar 24 ₹20,164 Returns for L&T Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Apr 24 Duration Returns 1 Month 6.9% 3 Month 8.2% 6 Month 21% 1 Year 41.2% 3 Year 18.1% 5 Year 15.6% 10 Year 15 Year Since launch 14.2% 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 1.35 Yr. Sonal Gupta 21 Jul 21 2.7 Yr. Abhishek Gupta 1 Mar 24 0.08 Yr. Data below for L&T Tax Advantage Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Industrials 25.99% Financial Services 21.92% Consumer Cyclical 17.6% Technology 10.36% Energy 6.29% Health Care 5% Utility 3.6% Real Estate 3.48% Basic Materials 2.66% Consumer Defensive 1.56% Communication Services 0.95% Asset Allocation
Asset Class Value Cash 0.58% Equity 99.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT5% ₹200 Cr 574,100 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE4% ₹157 Cr 537,600 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK4% ₹136 Cr 971,700
↓ -257,600 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK3% ₹122 Cr 1,155,500 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT3% ₹121 Cr 140,600
↓ -10,500 Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 22 | BEL3% ₹112 Cr 5,485,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Apr 22 | 5000933% ₹110 Cr 2,486,300 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY3% ₹104 Cr 622,100 KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH3% ₹104 Cr 662,200
↓ -113,400 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433202% ₹81 Cr 4,906,800
↑ 1,912,400 3. Principal Tax Savings Fund
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% . Principal Tax Savings Fund
Growth Launch Date 31 Mar 96 NAV (18 Apr 24) ₹441.802 ↓ -1.59 (-0.36 %) Net Assets (Cr) ₹1,222 on 29 Feb 24 Category Equity - ELSS AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.36 Sharpe Ratio 2.17 Information Ratio -0.28 Alpha Ratio -2.44 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹7,274 31 Mar 21 ₹12,485 31 Mar 22 ₹15,564 31 Mar 23 ₹15,503 31 Mar 24 ₹21,126 Returns for Principal Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Apr 24 Duration Returns 1 Month 2% 3 Month 5.6% 6 Month 14.2% 1 Year 33.6% 3 Year 19.4% 5 Year 15.9% 10 Year 15 Year Since launch 16.2% 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 4.42 Yr. Rohit Seksaria 1 Jan 22 2.25 Yr. Data below for Principal Tax Savings Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Financial Services 32.53% Technology 11.35% Consumer Cyclical 11.13% Industrials 9.07% Health Care 8.39% Consumer Defensive 8.27% Energy 6.55% Basic Materials 5.47% Communication Services 2.62% Real Estate 0.42% Asset Allocation
Asset Class Value Cash 4.18% Equity 95.82% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK7% ₹85 Cr 606,077 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE7% ₹80 Cr 274,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹70 Cr 661,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY4% ₹52 Cr 313,000 Force Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5000333% ₹38 Cr 56,000
↓ -3,013 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 15 | SUNPHARMA3% ₹37 Cr 233,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5322153% ₹33 Cr 311,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN3% ₹33 Cr 444,000 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | TATAMOTORS2% ₹27 Cr 288,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 14 | TCS2% ₹25 Cr 61,324 4. Invesco India Tax Plan
CAGR/Annualized return of 14.7% since its launch. Ranked 17 in ELSS category. Return for 2023 was 30.9% , 2022 was -7.7% and 2021 was 32.6% . Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (18 Apr 24) ₹107.67 ↓ -0.69 (-0.64 %) Net Assets (Cr) ₹2,545 on 29 Feb 24 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.11 Sharpe Ratio 2.9 Information Ratio -0.63 Alpha Ratio 4.97 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹7,885 31 Mar 21 ₹13,088 31 Mar 22 ₹15,655 31 Mar 23 ₹14,580 31 Mar 24 ₹20,586 Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Apr 24 Duration Returns 1 Month 4.2% 3 Month 5.3% 6 Month 17.4% 1 Year 41.4% 3 Year 17.3% 5 Year 16% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Amit Nigam 3 Sep 20 3.58 Yr. Dhimant Kothari 29 Mar 18 6.01 Yr. Data below for Invesco India Tax Plan as on 29 Feb 24
Equity Sector Allocation
Sector Value Financial Services 26.77% Consumer Cyclical 12.31% Industrials 11.22% Technology 11.06% Health Care 9.93% Basic Materials 7.27% Consumer Defensive 6.25% Utility 5.33% Energy 5.24% Communication Services 2.58% Real Estate 1.28% Asset Allocation
Asset Class Value Cash 0.75% Equity 99.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK5% ₹133 Cr 1,261,235 Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY5% ₹121 Cr 722,543 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE4% ₹113 Cr 385,239 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCBANK3% ₹87 Cr 618,355 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 23 | TCS3% ₹77 Cr 188,066 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322153% ₹71 Cr 656,279 Anand Rathi Wealth Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5434153% ₹67 Cr 182,065 IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | INDUSINDBK2% ₹63 Cr 429,280
↑ 91,293 Bank of Baroda (Financial Services)
Equity, Since 30 Sep 22 | 5321342% ₹58 Cr 2,166,901
↑ 754,026 Gujarat State Petronet Ltd (Utilities)
Equity, Since 30 Nov 22 | 5327022% ₹57 Cr 1,552,742
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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