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ای ایل ایس ایس ایک اوپن اینڈ ایکویٹی ہے۔مشترکہ فنڈ جو نہ صرف ٹیکس بچانے کے مقاصد کے لیے بہترین ہے بلکہ آپ کی سرمایہ کاری کے لیے ترقی کا موقع بھی پیدا کرتا ہے۔ ان اسکیموں کو حکومت ہند نے لوگوں میں طویل مدتی سرمایہ کاری کی عادت ڈالنے کے لیے فروغ دیا ہے۔ جیسا کہ نام سے ظاہر ہے، ایکویٹی لنکڈ سیونگ اسکیموں میں فنڈ کا بڑا حصہ سرمایہ کاری کیا جاتا ہے۔ایکوئٹیز یا ایکویٹی سے متعلق مصنوعات۔ جب آپ ایکویٹی سرمایہ کاری کرنے کا منصوبہ بناتے ہیں تو اس سے پہلے کی سرمایہ کاری کی کارکردگی کا تعین کرنا ایک دانشمندانہ فیصلہ ہے۔سرمایہ کاری. یہ ایک ٹول کے ذریعے کیا جا سکتا ہے جسے ELSS کیلکولیٹر کہا جاتا ہے۔
ELSS کیلکولیٹر کیا ہے؟
ELSS کیلکولیٹر ایک انتہائی مددگار ٹول ہے جو ELSS سکیم میں بہترین سرمایہ کاری کے انتخاب کے حوالے سے صحیح فیصلے کرنے میں آپ کی مدد کرنے میں اہم کردار ادا کرتا ہے۔ T=آپ اندازہ کر سکیں گے کہ سرمایہ کاری کتنی مؤثر ہوگی یا نہیں۔ آپ کی منتخب کردہ اسکیم کی قسم پر منحصر ہے، بہت سے ELSS کیلکولیٹر ہیں جن کا آپ استعمال کر سکتے ہیں۔
ELSS کیلکولیٹر: SIP کام کی ماضی کی کارکردگی؟
ماضی کی کارکردگیگھونٹ کیلکولیٹر آپ کی تاریخی کارکردگی پر بصیرت فراہم کرنے کا ایک اہم ذریعہ ہے۔گھونٹ. کیلکولیٹر کچھ تفصیلات کو مدنظر رکھتا ہے جیسے:
- SIP سرمایہ کاری رقم
- ایس آئی پی کا شروع ہونے والا مہینہ اور سال
- SIP کی پختگی کا مہینہ اور سال
- تشخیص کی تاریخ
- کا ناماثاثہ مینجمنٹ کمپنی
مندرجہ بالا تفصیلات کے ساتھ، ایک ELSS SIP ماضی کی کارکردگی کیلکولیٹر اس بات کا تخمینہ تیار کرے گا کہ آپ کی SIP سرمایہ کاری کی میچورٹی کے وقت کتنی قیمت ہوگی۔ اس طرح کی تشخیص اس بات کا تعین کرنے کا ایک اچھا ذریعہ ہے کہ فنڈ مختلف کے دوران کیسی کارکردگی کا مظاہرہ کرتا ہے۔مارکیٹ سائیکل طویل مدتی کارکردگی یہ اندازہ لگانے کے لیے بھی ایک اچھی بصیرت ہے کہ مستقبل کے امکانات کے لحاظ سے فنڈ کہاں جا رہا ہے۔ اگرچہ یہ واضح کرنا ضروری ہے کہ ماضی کی کارکردگی مستقبل میں واپسی کی کوئی ضمانت نہیں ہے، تاہم وہ یہ بتا کر مدد کرتے ہیں کہ مارکیٹ کے منفی حالات کے دوران فنڈ کیسے برقرار رہا۔
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سرفہرست ELSS فنڈز
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 (21 Oct 26) ₹43.8055 ↓ -0.53 (-1.21 %) Net Assets (Cr) ₹4,427 on 30 Sep 26 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.06 Information Ratio 0.25 Alpha Ratio 4.83 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,192 30 Sep 23 ₹12,034 30 Sep 24 ₹16,837 30 Sep 25 ₹15,781 30 Sep 26 ₹16,174 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Oct 26 Duration Returns 1 Month -6.3% 3 Month -6.2% 6 Month -4.1% 1 Year -3.7% 3 Year 9.8% 5 Year 8.8% 10 Year 15 Year Since launch 13.1% 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 4.71 Yr. Data below for Tata India Tax Savings Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 35.22% Industrials 17.22% Consumer Cyclical 13.15% Health Care 6.74% Communication Services 5.44% Energy 4.66% Basic Materials 4.52% Technology 3.12% Utility 2.38% Real Estate 2.26% Consumer Defensive 1.57% Asset Allocation
Asset Class Value Cash 3.73% Equity 96.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL5% ₹258 Cr 1,426,428 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK5% ₹238 Cr 1,639,000 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK5% ₹228 Cr 3,210,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN5% ₹216 Cr 2,040,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹172 Cr 1,350,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON3% ₹154 Cr 9,000,000
↓ -850,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 26 | POLICYBZR3% ₹153 Cr 814,850 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹142 Cr 352,147 Pricol Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | PRICOLLTD3% ₹135 Cr 1,682,941 Motilal Oswal Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 25 | MOTILALOFS3% ₹128 Cr 1,231,123 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 21 Oct 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 21 Oct 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 (21 Oct 26) ₹49.491 ↓ -0.85 (-1.68 %) Net Assets (Cr) ₹240 on 30 Sep 26 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio 0.14 Information Ratio 0.93 Alpha Ratio 9.16 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,668 30 Sep 23 ₹11,889 30 Sep 24 ₹18,242 30 Sep 25 ₹16,682 30 Sep 26 ₹17,768 Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Oct 26 Duration Returns 1 Month -5.9% 3 Month -2.7% 6 Month 4.6% 1 Year -1.2% 3 Year 13.1% 5 Year 10.8% 10 Year 15 Year Since launch 9% 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 1.92 Yr. Asit Bhandarkar 31 Dec 21 4.67 Yr. Ruchi Fozdar 4 Oct 24 1.91 Yr. Deepak Gupta 11 Apr 25 1.39 Yr. Data below for JM Tax Gain Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 26.35% Consumer Cyclical 22.51% Technology 14.01% Basic Materials 8.1% Health Care 7.65% Industrials 6.51% Consumer Defensive 3.49% Real Estate 3.38% Energy 2.75% Communication Services 2.41% Utility 1.55% Asset Allocation
Asset Class Value Cash 1.32% Equity 98.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | PAYTM3% ₹8 Cr 47,371 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 May 25 | SYRMA3% ₹7 Cr 49,357
↓ -3,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK3% ₹7 Cr 48,500 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK3% ₹7 Cr 98,262 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5900033% ₹7 Cr 199,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 25 | RELIANCE3% ₹7 Cr 53,400 CarTrade Tech Ltd (Consumer Cyclical)
Equity, Since 30 Sep 25 | 5433332% ₹6 Cr 20,655 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL2% ₹6 Cr 32,950 Coforge Ltd (Technology)
Equity, Since 31 May 25 | COFORGE2% ₹6 Cr 28,500 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Jun 26 | 5328432% ₹6 Cr 61,476
↑ 15,900
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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Research Highlights for Tata India Tax Savings Fund