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 14.3% 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 (19 Feb 25) ₹39.8599 ↑ 0.36 (0.91 %) 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 31 Jan 20 ₹10,000 31 Jan 21 ₹11,070 31 Jan 22 ₹14,672 31 Jan 23 ₹14,990 31 Jan 24 ₹19,242 31 Jan 25 ₹21,599 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 25 Duration Returns 1 Month -6.3% 3 Month -6.9% 6 Month -9.6% 1 Year 6.3% 3 Year 12.9% 5 Year 15.3% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 19.5% 2022 24% 2021 5.9% 2020 30.4% 2019 11.9% 2018 13.6% 2017 -8.4% 2016 46% 2015 2.1% 2014 13.3% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Sailesh Jain 16 Dec 21 3.13 Yr. Tejas Gutka 9 Mar 21 3.9 Yr. Data below for Tata India Tax Savings Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 29.17% Consumer Cyclical 16.04% Industrials 15.31% Technology 7.76% Basic Materials 6.78% Energy 4.74% Communication Services 3.46% Real Estate 3.28% Health Care 3.25% Utility 3.19% Consumer Defensive 1.95% Asset Allocation
Asset Class Value Cash 5.07% Equity 94.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK7% ₹306 Cr 1,725,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK6% ₹272 Cr 2,125,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY5% ₹218 Cr 1,160,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN4% ₹173 Cr 2,175,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹164 Cr 1,350,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL3% ₹149 Cr 940,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322153% ₹138 Cr 1,300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹127 Cr 352,147 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 5325552% ₹115 Cr 3,451,000 Pricol Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | PRICOLLTD2% ₹111 Cr 2,037,000 2. L&T Tax Advantage Fund
CAGR/Annualized return of 13.9% 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 (19 Feb 25) ₹118.435 ↑ 1.65 (1.42 %) 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 31 Jan 20 ₹10,000 31 Jan 21 ₹10,891 31 Jan 22 ₹14,189 31 Jan 23 ₹13,864 31 Jan 24 ₹18,804 31 Jan 25 ₹22,369 Returns for L&T Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 25 Duration Returns 1 Month -7.8% 3 Month -8.3% 6 Month -10.6% 1 Year 10.3% 3 Year 15.4% 5 Year 15.9% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 33% 2022 28.4% 2021 -3% 2020 30.3% 2019 13.5% 2018 4.6% 2017 -8.1% 2016 42.3% 2015 8.1% 2014 2.9% Fund Manager information for L&T Tax Advantage Fund
Name Since Tenure Gautam Bhupal 26 Nov 22 2.19 Yr. Sonal Gupta 21 Jul 21 3.54 Yr. Abhishek Gupta 1 Mar 24 0.92 Yr. Data below for L&T Tax Advantage Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 22.5% Consumer Cyclical 19.98% Industrials 19.14% Technology 11.37% Basic Materials 6.39% Health Care 5.93% Energy 3.66% Utility 3.27% Consumer Defensive 3.14% Communication Services 1.72% Real Estate 1.66% Asset Allocation
Asset Class Value Cash 1.25% Equity 98.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK5% ₹206 Cr 1,162,500 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK3% ₹148 Cr 1,155,500 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY3% ₹146 Cr 774,900 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE3% ₹116 Cr 951,812 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT3% ₹109 Cr 301,450 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT2% ₹103 Cr 160,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 5002512% ₹92 Cr 128,900 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433202% ₹88 Cr 3,150,000 Transformers & Rectifiers (India) Ltd (Industrials)
Equity, Since 31 Jan 24 | TARIL2% ₹79 Cr 693,228
↓ -97,772 State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN2% ₹78 Cr 984,432 3. Principal Tax Savings Fund
CAGR/Annualized return of 15.8% 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 (19 Feb 25) ₹461.412 ↑ 1.48 (0.32 %) 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 31 Jan 20 ₹10,000 31 Jan 21 ₹11,765 31 Jan 22 ₹15,952 31 Jan 23 ₹16,087 31 Jan 24 ₹20,288 31 Jan 25 ₹22,772 Returns for Principal Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 25 Duration Returns 1 Month -2.6% 3 Month -3.3% 6 Month -7% 1 Year 6.1% 3 Year 12.5% 5 Year 17% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 15.8% 2022 24.5% 2021 4.3% 2020 32.1% 2019 18.9% 2018 2.5% 2017 -9.2% 2016 48.8% 2015 6.2% 2014 2.7% Fund Manager information for Principal Tax Savings Fund
Name Since Tenure Sudhir Kedia 29 Oct 19 5.27 Yr. Rohit Seksaria 1 Jan 22 3.09 Yr. Data below for Principal Tax Savings Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 31.57% Industrials 12.4% Consumer Cyclical 10.9% Health Care 8.72% Technology 8.36% Communication Services 6.67% Consumer Defensive 6.42% Energy 5.19% Basic Materials 3.51% Utility 1.4% Asset Allocation
Asset Class Value Cash 4.62% Equity 95.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK8% ₹106 Cr 598,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK7% ₹94 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% ₹53 Cr 434,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT3% ₹41 Cr 115,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 15 | SUNPHARMA3% ₹38 Cr 200,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN3% ₹35 Cr 444,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 8901572% ₹33 Cr 283,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5322152% ₹33 Cr 311,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 14 | 5325382% ₹31 Cr 27,000 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 31 Jan 20 ₹10,000 31 Jan 21 ₹11,167
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 19 Feb 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 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 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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