Table of Contents
ELSS કેલ્ક્યુલેટર
પરિચય
ELSS એક ઓપન-એન્ડેડ ઇક્વિટી છેમ્યુચ્યુઅલ ફંડ જે માત્ર કર બચત હેતુઓ માટે જ શ્રેષ્ઠ નથી પરંતુ તમારા રોકાણ માટે વૃદ્ધિની તક પણ બનાવે છે. લોકોમાં લાંબા ગાળાના રોકાણની આદત કેળવવા માટે ભારત સરકાર દ્વારા આ યોજનાઓનો પ્રચાર કરવામાં આવે છે. નામ પરથી સ્પષ્ટ છે કે, ઇક્વિટી લિંક્ડ સેવિંગ્સ સ્કીમ્સમાં ફંડનો મોટો હિસ્સો રોકાણ કરવામાં આવે છે.ઇક્વિટી અથવા ઇક્વિટી-સંબંધિત ઉત્પાદનો. જ્યારે તમે ઇક્વિટી રોકાણ કરવાની યોજના ઘડી રહ્યા હોવ ત્યારે તે પહેલા રોકાણનું પ્રદર્શન નક્કી કરવું એ યોગ્ય નિર્ણય છેરોકાણ. આ ELSS કેલ્ક્યુલેટર તરીકે ઓળખાતા સાધન દ્વારા કરી શકાય છે.
ELSS કેલ્ક્યુલેટર શું છે?
ELSS કેલ્ક્યુલેટર એ અત્યંત મદદરૂપ સાધન છે જે તમને ELSS સ્કીમમાં શ્રેષ્ઠ રોકાણ પસંદ કરવાના સંદર્ભમાં યોગ્ય નિર્ણયો લેવામાં મદદ કરવામાં મહત્વની ભૂમિકા ભજવે છે. T=તમે મૂલ્યાંકન કરી શકશો કે રોકાણ કેટલું અસરકારક રહેશે કે નહીં. તમે જે યોજના પસંદ કરો છો તેના પર આધાર રાખીને, ત્યાં સંખ્યાબંધ ELSS કેલ્ક્યુલેટર છે જેનો તમે ઉપયોગ કરી શકો છો.
ELSS કેલ્ક્યુલેટર: SIP કાર્યનું ભૂતકાળનું પ્રદર્શન?
ધ પાસ્ટ પર્ફોર્મન્સસિપ કેલ્ક્યુલેટર તમારા ઐતિહાસિક પ્રદર્શન પર આંતરદૃષ્ટિ પ્રદાન કરવા માટે એક મહત્વપૂર્ણ સાધન છેSIP. કેલ્ક્યુલેટર કેટલીક વિગતો ધ્યાનમાં લે છે જેમ કે:
- SIP રોકાણ રકમ
- SIP નો પ્રારંભ મહિનો અને વર્ષ
- SIP નો પરિપક્વતા મહિનો અને વર્ષ
- મૂલ્યાંકન તારીખ
- નું નામએસેટ મેનેજમેન્ટ કંપની
ઉપરોક્ત વિગતો સાથે, એક ELSS SIP પાસ્ટ પર્ફોર્મન્સ કેલ્ક્યુલેટર પરિપક્વતા સમયે તમારું SIP રોકાણ કેટલું મૂલ્યવાન હશે તેનો અંદાજ જનરેટ કરશે. આ પ્રકારનું મૂલ્યાંકન એ નક્કી કરવા માટેનું એક સારું માધ્યમ છે કે ફંડ વિવિધ સમયે કેવું પ્રદર્શન કરે છેબજાર ચક્ર લાંબા ગાળાની કામગીરી પણ ભવિષ્યની સંભાવનાઓના સંદર્ભમાં ફંડ ક્યાં આગળ વધી રહ્યું છે તે માપવા માટે સારી સમજ છે. જો કે તે સ્પષ્ટ કરવું આવશ્યક છે કે ભૂતકાળની કામગીરી ભવિષ્યમાં વળતરની કોઈ બાંયધરી નથી, તેમ છતાં તે પ્રતિકૂળ બજાર પરિસ્થિતિઓમાં ફંડ કેવી રીતે રોકાયેલું છે તે દર્શાવીને મદદ કરે છે.
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ટોચના ELSS ફંડ્સ
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 13.8% 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 (03 Mar 25) ₹38.2888 ↓ -0.01 (-0.03 %) Net Assets (Cr) ₹4,398 on 31 Jan 25 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0 Sharpe Ratio 0.42 Information Ratio -0.14 Alpha Ratio 1.91 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,766 28 Feb 22 ₹14,740 28 Feb 23 ₹15,561 29 Feb 24 ₹20,463 28 Feb 25 ₹20,965 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Mar 25 Duration Returns 1 Month -6.9% 3 Month -14.9% 6 Month -15.9% 1 Year 1.2% 3 Year 13% 5 Year 15.8% 10 Year 15 Year Since launch 13.8% 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 3.21 Yr. Tejas Gutka 9 Mar 21 3.98 Yr. Data below for Tata India Tax Savings Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 31.02% Consumer Cyclical 15.05% Industrials 14.96% Technology 7.95% Basic Materials 7.21% Energy 5.19% Communication Services 3.74% Health Care 3.54% Real Estate 2.78% Utility 2.54% Consumer Defensive 1.49% Asset Allocation
Asset Class Value Cash 4.54% Equity 95.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK7% ₹293 Cr 1,725,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK6% ₹266 Cr 2,125,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY5% ₹218 Cr 1,160,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹171 Cr 1,350,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN4% ₹168 Cr 2,175,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL3% ₹153 Cr 940,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322153% ₹128 Cr 1,300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹126 Cr 352,147 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 5325553% ₹112 Cr 3,451,000 Pricol Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | PRICOLLTD2% ₹103 Cr 2,037,000 2. L&T Tax Advantage Fund
CAGR/Annualized return of 13.6% 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 (03 Mar 25) ₹113.648 ↑ 0.04 (0.04 %) Net Assets (Cr) ₹3,977 on 31 Jan 25 Category Equity - ELSS AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.78 Information Ratio 0.4 Alpha Ratio 7.82 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,410 28 Feb 22 ₹14,344 28 Feb 23 ₹14,632 29 Feb 24 ₹20,287 28 Feb 25 ₹21,507 Returns for L&T Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Mar 25 Duration Returns 1 Month -8.3% 3 Month -16.8% 6 Month -16.3% 1 Year 4.7% 3 Year 14.8% 5 Year 16.4% 10 Year 15 Year Since launch 13.6% 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 2.26 Yr. Sonal Gupta 21 Jul 21 3.61 Yr. Abhishek Gupta 1 Mar 24 1 Yr. Data below for L&T Tax Advantage Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 23.48% Consumer Cyclical 19.36% Industrials 18.01% Technology 12.24% Basic Materials 6.44% Health Care 5.83% Energy 4.19% Utility 3.21% Consumer Defensive 3.2% Communication Services 1.91% Real Estate 1.51% Asset Allocation
Asset Class Value Cash 0.62% Equity 99.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK5% ₹197 Cr 1,162,500 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY4% ₹146 Cr 774,900 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK4% ₹145 Cr 1,155,500 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE3% ₹120 Cr 951,812 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT3% ₹108 Cr 301,450 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT2% ₹97 Cr 160,000 State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN2% ₹76 Cr 984,432 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL2% ₹76 Cr 467,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 5002512% ₹74 Cr 128,900 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN2% ₹70 Cr 1,291,500 3. Principal Tax Savings Fund
CAGR/Annualized return of 15.6% 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 (03 Mar 25) ₹442.843 ↑ 0.24 (0.05 %) Net Assets (Cr) ₹1,299 on 31 Jan 25 Category Equity - ELSS AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.26 Sharpe Ratio 0.48 Information Ratio -0.5 Alpha Ratio 2.25 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,299 28 Feb 22 ₹16,052 28 Feb 23 ₹16,551 29 Feb 24 ₹22,049 28 Feb 25 ₹22,392 Returns for Principal Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Mar 25 Duration Returns 1 Month -6.4% 3 Month -11.3% 6 Month -13.4% 1 Year 0.5% 3 Year 12.6% 5 Year 17.3% 10 Year 15 Year Since launch 15.6% 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 5.34 Yr. Rohit Seksaria 1 Jan 22 3.16 Yr. Data below for Principal Tax Savings Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 31.35% Industrials 12.7% Consumer Cyclical 10.84% Technology 8.28% Health Care 7.16% Consumer Defensive 7.12% Communication Services 5.93% Energy 5.45% Basic Materials 4.59% Utility 1.38% Asset Allocation
Asset Class Value Cash 4.54% Equity 95.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK8% ₹109 Cr 644,000
↑ 46,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK7% ₹92 Cr 737,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY4% ₹58 Cr 306,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE4% ₹55 Cr 434,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT3% ₹41 Cr 115,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN3% ₹34 Cr 444,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 8901573% ₹34 Cr 283,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 14 | 5325382% ₹31 Cr 27,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5322152% ₹31 Cr 311,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 15 | SUNPHARMA2% ₹29 Cr 164,000
↓ -36,000 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,207
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 3 Mar 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
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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