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ELSS ಮುಕ್ತ ಇಕ್ವಿಟಿ ಆಗಿದೆಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಇದು ತೆರಿಗೆ ಉಳಿತಾಯ ಉದ್ದೇಶಗಳಿಗಾಗಿ ಮಾತ್ರವಲ್ಲದೆ ನಿಮ್ಮ ಹೂಡಿಕೆಗೆ ಬೆಳವಣಿಗೆಯ ಅವಕಾಶವನ್ನು ಸೃಷ್ಟಿಸುತ್ತದೆ. ಜನರಲ್ಲಿ ದೀರ್ಘಾವಧಿಯ ಹೂಡಿಕೆಯ ಅಭ್ಯಾಸವನ್ನು ಬೆಳೆಸಲು ಈ ಯೋಜನೆಗಳನ್ನು ಭಾರತ ಸರ್ಕಾರವು ಉತ್ತೇಜಿಸುತ್ತದೆ. ಹೆಸರಿನಿಂದ ಸ್ಪಷ್ಟವಾಗುವಂತೆ, ಈಕ್ವಿಟಿ ಲಿಂಕ್ಡ್ ಸೇವಿಂಗ್ಸ್ ಸ್ಕೀಮ್ಗಳಲ್ಲಿನ ನಿಧಿಯ ಹೆಚ್ಚಿನ ಭಾಗವನ್ನು ಹೂಡಿಕೆ ಮಾಡಲಾಗಿದೆಈಕ್ವಿಟಿಗಳು ಅಥವಾ ಇಕ್ವಿಟಿ-ಸಂಬಂಧಿತ ಉತ್ಪನ್ನಗಳು. ನೀವು ಈಕ್ವಿಟಿ ಹೂಡಿಕೆಗಳನ್ನು ಮಾಡಲು ಯೋಜಿಸಿದಾಗ ಹೂಡಿಕೆಯ ಕಾರ್ಯಕ್ಷಮತೆಯನ್ನು ಮೊದಲು ನಿರ್ಧರಿಸುವುದು ಬುದ್ಧಿವಂತ ನಿರ್ಧಾರವಾಗಿದೆಹೂಡಿಕೆ. ಇದನ್ನು ELSS ಕ್ಯಾಲ್ಕುಲೇಟರ್ ಎಂದು ಉಲ್ಲೇಖಿಸಲಾದ ಉಪಕರಣದ ಮೂಲಕ ಮಾಡಬಹುದು.
ELSS ಕ್ಯಾಲ್ಕುಲೇಟರ್ ಎಂದರೇನು?
ELSS ಕ್ಯಾಲ್ಕುಲೇಟರ್ ಒಂದು ಅತ್ಯಂತ ಸಹಾಯಕವಾದ ಸಾಧನವಾಗಿದ್ದು, ELSS ಯೋಜನೆಯಲ್ಲಿ ಉತ್ತಮ ಹೂಡಿಕೆಯನ್ನು ಆಯ್ಕೆಮಾಡುವುದಕ್ಕೆ ಸಂಬಂಧಿಸಿದಂತೆ ಸರಿಯಾದ ನಿರ್ಧಾರಗಳನ್ನು ತೆಗೆದುಕೊಳ್ಳಲು ನಿಮಗೆ ಸಹಾಯ ಮಾಡುವಲ್ಲಿ ಪ್ರಮುಖ ಪಾತ್ರವನ್ನು ವಹಿಸುತ್ತದೆ. T=ಹೂಡಿಕೆಯು ಎಷ್ಟು ಪರಿಣಾಮಕಾರಿ ಅಥವಾ ಅಲ್ಲ ಎಂಬುದನ್ನು ನೀವು ಮೌಲ್ಯಮಾಪನ ಮಾಡಲು ಸಾಧ್ಯವಾಗುತ್ತದೆ. ನೀವು ಆಯ್ಕೆ ಮಾಡುವ ಸ್ಕೀಮ್ ಪ್ರಕಾರವನ್ನು ಅವಲಂಬಿಸಿ, ನೀವು ಬಳಸಬಹುದಾದ ಹಲವಾರು ELSS ಕ್ಯಾಲ್ಕುಲೇಟರ್ಗಳಿವೆ.
ELSS ಕ್ಯಾಲ್ಕುಲೇಟರ್: SIP ಕೆಲಸದ ಹಿಂದಿನ ಕಾರ್ಯಕ್ಷಮತೆ?
ಹಿಂದಿನ ಪ್ರದರ್ಶನಸಿಪ್ ಕ್ಯಾಲ್ಕುಲೇಟರ್ ನಿಮ್ಮ ಐತಿಹಾಸಿಕ ಕಾರ್ಯಕ್ಷಮತೆಯ ಒಳನೋಟಗಳನ್ನು ಒದಗಿಸುವಲ್ಲಿ ಮಹತ್ವದ ಸಾಧನವಾಗಿದೆSIP. ಕ್ಯಾಲ್ಕುಲೇಟರ್ ಕೆಲವು ವಿವರಗಳನ್ನು ಗಣನೆಗೆ ತೆಗೆದುಕೊಳ್ಳುತ್ತದೆ:
- SIP ಹೂಡಿಕೆ ಮೊತ್ತ
- SIP ಯ ಪ್ರಾರಂಭದ ತಿಂಗಳು ಮತ್ತು ವರ್ಷ
- SIP ಯ ಮುಕ್ತಾಯದ ತಿಂಗಳು ಮತ್ತು ವರ್ಷ
- ಮೌಲ್ಯಮಾಪನ ದಿನಾಂಕ
- ನ ಹೆಸರುಆಸ್ತಿ ನಿರ್ವಹಣೆ ಕಂಪನಿ
ಮೇಲಿನ ವಿವರಗಳೊಂದಿಗೆ, ELSS SIP ಹಿಂದಿನ ಕಾರ್ಯಕ್ಷಮತೆಯ ಕ್ಯಾಲ್ಕುಲೇಟರ್ ಮುಕ್ತಾಯದ ಸಮಯದಲ್ಲಿ ನಿಮ್ಮ SIP ಹೂಡಿಕೆಯು ಎಷ್ಟು ಮೌಲ್ಯದ್ದಾಗಿದೆ ಎಂಬುದರ ಅಂದಾಜನ್ನು ರಚಿಸುತ್ತದೆ. ಅಂತಹ ಮೌಲ್ಯಮಾಪನವು ವಿವಿಧ ಸಮಯದಲ್ಲಿ ನಿಧಿಯು ಹೇಗೆ ಕಾರ್ಯನಿರ್ವಹಿಸುತ್ತದೆ ಎಂಬುದನ್ನು ನಿರ್ಧರಿಸಲು ಉತ್ತಮ ಸಾಧನವಾಗಿದೆಮಾರುಕಟ್ಟೆ ಚಕ್ರಗಳು. ಭವಿಷ್ಯದ ನಿರೀಕ್ಷೆಗಳಿಗೆ ಸಂಬಂಧಿಸಿದಂತೆ ನಿಧಿಯು ಎಲ್ಲಿಗೆ ಹೋಗಬಹುದು ಎಂಬುದನ್ನು ಅಳೆಯಲು ದೀರ್ಘಾವಧಿಯ ಕಾರ್ಯಕ್ಷಮತೆಯು ಉತ್ತಮ ಒಳನೋಟವಾಗಿದೆ. ಹಿಂದಿನ ಪ್ರದರ್ಶನಗಳು ಭವಿಷ್ಯದಲ್ಲಿ ಆದಾಯಕ್ಕೆ ಯಾವುದೇ ಗ್ಯಾರಂಟಿ ಇಲ್ಲ ಎಂದು ಸ್ಪಷ್ಟಪಡಿಸಬೇಕಾದರೂ, ಪ್ರತಿಕೂಲ ಮಾರುಕಟ್ಟೆ ಪರಿಸ್ಥಿತಿಗಳಲ್ಲಿ ನಿಧಿಯು ಹೇಗೆ ಹಿಡಿದಿಟ್ಟುಕೊಳ್ಳುತ್ತದೆ ಎಂಬುದನ್ನು ತೋರಿಸುವ ಮೂಲಕ ಅವು ಸಹಾಯ ಮಾಡುತ್ತವೆ.
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ಉನ್ನತ ELSS ನಿಧಿಗಳು
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.. Below is the key information for Tata India 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 Research Highlights for HDFC Long Term Advantage Fund Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income-tax deduction(under section 80C of the Income-tax Act, 1961) on their investments. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to be eligible for income-tax benefits under Section 80C. There can be no assurance that the investment objective under the scheme will be realized. Research Highlights for IDBI Equity Advantage Fund Below is the key information for IDBI Equity Advantage Fund Returns up to 1 year are on The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. Research Highlights for JM Tax Gain Fund Below is the key information for JM Tax Gain Fund Returns up to 1 year are on 1. Tata India Tax Savings Fund
Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (02 Sep 26) ₹47.3649 ↓ -0.30 (-0.62 %) Net Assets (Cr) ₹4,664 on 31 Jul 26 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.13 Information Ratio 0.02 Alpha Ratio 3.16 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,797 31 Aug 23 ₹12,310 31 Aug 24 ₹16,917 31 Aug 25 ₹15,967 31 Aug 26 ₹17,843 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 26 Duration Returns 1 Month 1.7% 3 Month 6.9% 6 Month 4.1% 1 Year 10% 3 Year 12.7% 5 Year 12.1% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.9% 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% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Sailesh Jain 16 Dec 21 4.63 Yr. Data below for Tata India Tax Savings Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 33.96% Industrials 17.2% Consumer Cyclical 12.28% Health Care 6.93% Communication Services 6.03% Basic Materials 5.05% Energy 4.86% Technology 4.36% Utility 2.57% Real Estate 2.23% Consumer Defensive 1.54% Asset Allocation
Asset Class Value Cash 2.98% Equity 97.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL6% ₹281 Cr 1,426,428 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK5% ₹240 Cr 3,210,000
↓ -140,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK5% ₹235 Cr 1,639,000
↓ -142,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN4% ₹210 Cr 2,040,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹177 Cr 1,350,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON3% ₹148 Cr 9,850,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹139 Cr 352,147 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 26 | POLICYBZR3% ₹130 Cr 814,850 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 5004803% ₹127 Cr 230,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 5325553% ₹120 Cr 3,451,000 2. HDFC Long Term Advantage Fund
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
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 2 Sep 26 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 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 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 3. IDBI Equity Advantage Fund
IDBI Equity Advantage Fund
Growth Launch Date 10 Sep 13 NAV (28 Jul 23) ₹43.39 ↑ 0.04 (0.09 %) Net Assets (Cr) ₹485 on 30 Jun 23 Category Equity - ELSS AMC IDBI Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.39 Sharpe Ratio 1.21 Information Ratio -1.13 Alpha Ratio 1.78 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 26 Duration Returns 1 Month 3.1% 3 Month 9.7% 6 Month 15.1% 1 Year 16.9% 3 Year 20.8% 5 Year 10% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for IDBI Equity Advantage Fund
Name Since Tenure Data below for IDBI Equity Advantage Fund as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. JM Tax Gain Fund
JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (02 Sep 26) ₹52.2569 ↓ -0.40 (-0.76 %) Net Assets (Cr) ₹242 on 31 Jul 26 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio 0.22 Information Ratio 0.7 Alpha Ratio 5.4 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,313 31 Aug 23 ₹12,320 31 Aug 24 ₹18,843 31 Aug 25 ₹17,349 31 Aug 26 ₹19,198 Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 26 Duration Returns 1 Month 1.6% 3 Month 10.5% 6 Month 11.6% 1 Year 9.2% 3 Year 15.6% 5 Year 13.8% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 2.5% 2024 29% 2023 30.9% 2022 0.5% 2021 32.2% 2020 18.3% 2019 14.9% 2018 -4.6% 2017 42.6% 2016 5.2% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 1.83 Yr. Asit Bhandarkar 31 Dec 21 4.59 Yr. Ruchi Fozdar 4 Oct 24 1.82 Yr. Deepak Gupta 11 Apr 25 1.31 Yr. Data below for JM Tax Gain Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 26.55% Consumer Cyclical 22.02% Technology 12.01% Basic Materials 7.84% Health Care 7.73% Industrials 7.47% Real Estate 3.92% Consumer Defensive 3.63% Energy 2.88% Communication Services 2.68% Utility 1.47% Asset Allocation
Asset Class Value Cash 1.79% Equity 98.21% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK3% ₹7 Cr 98,262 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 May 25 | SYRMA3% ₹7 Cr 52,357
↓ -7,100 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 25 | RELIANCE3% ₹7 Cr 53,400 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK3% ₹7 Cr 48,500 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5900033% ₹7 Cr 199,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹6 Cr 32,950 One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | PAYTM3% ₹6 Cr 47,371 Wework India Management Ltd (Real Estate)
Equity, Since 31 Oct 25 | WEWORK3% ₹6 Cr 83,621 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 25 | UNITDSPR2% ₹6 Cr 37,100 CarTrade Tech Ltd (Consumer Cyclical)
Equity, Since 30 Sep 25 | 5433332% ₹6 Cr 20,655
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಖಾತರಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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Research Highlights for Tata India Tax Savings Fund