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ELSS कॅल्क्युलेटर

Updated on November 2, 2024 , 7412 views

परिचय

ELSS एक ओपन-एंडेड इक्विटी आहेम्युच्युअल फंड ते केवळ कर बचतीच्या उद्देशांसाठीच उत्तम नाही तर तुमच्या गुंतवणुकीसाठी वाढीची संधी देखील निर्माण करते. लोकांमध्ये दीर्घकालीन गुंतवणुकीची सवय लावण्यासाठी भारत सरकारद्वारे या योजनांचा प्रचार केला जातो. नावावरून स्पष्ट आहे की, इक्विटी लिंक्ड सेव्हिंग्ज स्कीममधील फंडाचा मोठा भाग यामध्ये गुंतवला जातोइक्विटी किंवा इक्विटी-संबंधित उत्पादने. जेव्हा तुम्ही इक्विटी गुंतवणुकीची योजना आखता तेव्हा गुंतवणुकीच्या आधीच्या कामगिरीचे निर्धारण करणे हा एक शहाणपणाचा निर्णय आहेगुंतवणूक. हे ELSS कॅल्क्युलेटर म्हणून संदर्भित साधनाद्वारे केले जाऊ शकते.

ELSS कॅल्क्युलेटर म्हणजे काय?

ELSS कॅल्क्युलेटर हे अत्यंत उपयुक्त साधन आहे जे तुम्हाला ELSS योजनेतील सर्वोत्तम गुंतवणूक निवडण्याच्या संदर्भात योग्य निर्णय घेण्यास मदत करण्यात महत्त्वाची भूमिका बजावते. T=गुंतवणूक कितपत प्रभावी आहे किंवा नाही याचे मूल्यमापन तुम्ही करू शकाल. तुम्ही निवडलेल्या योजनेच्या प्रकारानुसार, तुम्ही वापरू शकता असे अनेक ELSS कॅल्क्युलेटर आहेत.

ELSS कॅल्क्युलेटर: SIP कामाची मागील कामगिरी?

मागील कामगिरीसिप कॅल्क्युलेटर आपल्या ऐतिहासिक कामगिरीवर अंतर्दृष्टी प्रदान करण्यासाठी हे एक महत्त्वपूर्ण साधन आहेSIP. कॅल्क्युलेटर काही तपशील विचारात घेते जसे की:

  1. एसआयपी गुंतवणूक रक्कम
  2. SIP च्या सुरुवातीचा महिना आणि वर्ष
  3. SIP चा मॅच्युरिटी महिना आणि वर्ष
  4. मूल्यांकन तारीख
  5. चे नावमालमत्ता व्यवस्थापन कंपनी

वरील तपशीलांसह, एक ELSS SIP मागील कामगिरी कॅल्क्युलेटर परिपक्वतेच्या वेळी तुमची SIP गुंतवणूक किती मूल्यवान असेल याचा अंदाज तयार करेल. वेगवेगळ्या कालावधीत फंडाची कामगिरी कशी आहे हे ठरवण्यासाठी असे मूल्यमापन हे एक चांगले माध्यम आहेबाजार सायकल दीर्घकालीन कामगिरी ही भविष्यातील संभाव्यतेच्या दृष्टीने फंड कोठे जात आहे हे मोजण्यासाठी देखील एक चांगली माहिती आहे. जरी हे स्पष्ट केले पाहिजे की भूतकाळातील कामगिरी भविष्यात परताव्याची हमी देत नाही, तरीही बाजाराच्या प्रतिकूल परिस्थितीत निधी कसा टिकून राहिला हे दर्शवून ते मदत करतात.

Know Your SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹720,000
expected amount after 5 Years is ₹1,074,189.
Net Profit of ₹354,189
Invest Now

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शीर्ष ELSS फंड

1. Tata India Tax Savings Fund

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 CAGR/Annualized return of 15.9% since its launch.  Ranked 1 in ELSS category.  Return for 2023 was 24% , 2022 was 5.9% and 2021 was 30.4% .

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund
Growth
Launch Date 13 Oct 14
NAV (04 Nov 24) ₹44.0353 ↓ -0.37   (-0.82 %)
Net Assets (Cr) ₹4,926 on 30 Sep 24
Category Equity - ELSS
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 2.36
Information Ratio 0.15
Alpha Ratio -1.92
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,592
31 Oct 21₹14,951
31 Oct 22₹15,678
31 Oct 23₹17,115
31 Oct 24₹23,489

Tata India Tax Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Tata India Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 24

DurationReturns
1 Month -3.3%
3 Month 0.3%
6 Month 12.8%
1 Year 34.8%
3 Year 15.3%
5 Year 18.4%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sailesh Jain16 Dec 212.79 Yr.
Tejas Gutka9 Mar 213.57 Yr.

Data below for Tata India Tax Savings Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services29.58%
Consumer Cyclical16.44%
Industrials14.78%
Basic Materials7.53%
Technology7.11%
Energy5.55%
Communication Services5.01%
Utility3.9%
Real Estate3.3%
Health Care3.2%
Consumer Defensive1.62%
Asset Allocation
Asset ClassValue
Cash1.99%
Equity98.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK
6%₹299 Cr1,725,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
5%₹271 Cr2,125,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
4%₹218 Cr1,160,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
4%₹199 Cr675,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN
3%₹171 Cr2,175,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
3%₹161 Cr940,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
3%₹160 Cr1,300,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 532555
3%₹153 Cr3,451,000
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON
3%₹144 Cr6,800,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT
3%₹129 Cr352,147

2. L&T Tax Advantage Fund

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 CAGR/Annualized return of 14.8% since its launch.  Ranked 7 in ELSS category.  Return for 2023 was 28.4% , 2022 was -3% and 2021 was 30.3% .

Below is the key information for L&T Tax Advantage Fund

L&T Tax Advantage Fund
Growth
Launch Date 27 Feb 06
NAV (04 Nov 24) ₹131.183 ↓ -0.87   (-0.66 %)
Net Assets (Cr) ₹4,485 on 30 Sep 24
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 3.09
Information Ratio 0.42
Alpha Ratio 7.78
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,844
31 Oct 21₹14,423
31 Oct 22₹14,802
31 Oct 23₹16,277
31 Oct 24₹24,134

L&T Tax Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for L&T Tax Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 24

DurationReturns
1 Month -2.9%
3 Month -0.2%
6 Month 12.6%
1 Year 44.7%
3 Year 17.8%
5 Year 19.1%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Gautam Bhupal26 Nov 221.85 Yr.
Sonal Gupta21 Jul 213.2 Yr.
Abhishek Gupta1 Mar 240.59 Yr.

Data below for L&T Tax Advantage Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services23.1%
Industrials20.71%
Consumer Cyclical17.12%
Technology10.45%
Basic Materials6.44%
Health Care5.38%
Energy4.3%
Utility3.83%
Consumer Defensive3.66%
Real Estate2.84%
Communication Services1.78%
Asset Allocation
Asset ClassValue
Cash0.39%
Equity99.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
4%₹201 Cr1,162,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
3%₹147 Cr1,155,500
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
3%₹141 Cr475,906
↓ -61,694
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹132 Cr703,100
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 500251
3%₹120 Cr158,100
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
2%₹111 Cr301,450
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT
2%₹101 Cr184,700
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
2%₹95 Cr3,493,588
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹92 Cr258,300
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
2%₹84 Cr518,700

3. Principal Tax Savings Fund

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 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% .

Below is the key information for Principal Tax Savings Fund

Principal Tax Savings Fund
Growth
Launch Date 31 Mar 96
NAV (04 Nov 24) ₹487.336 ↓ -4.32   (-0.88 %)
Net Assets (Cr) ₹1,411 on 30 Sep 24
Category Equity - ELSS
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio 2.33
Information Ratio -0.38
Alpha Ratio -1.23
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,092
31 Oct 21₹16,270
31 Oct 22₹16,978
31 Oct 23₹18,415
31 Oct 24₹24,132

Principal Tax Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Principal Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 24

DurationReturns
1 Month -3.8%
3 Month -2.1%
6 Month 6.8%
1 Year 28.1%
3 Year 13.1%
5 Year 18.9%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sudhir Kedia29 Oct 194.93 Yr.
Rohit Seksaria1 Jan 222.75 Yr.

Data below for Principal Tax Savings Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services30.41%
Industrials12.54%
Consumer Cyclical10.94%
Technology9.81%
Health Care8.13%
Energy7.28%
Consumer Defensive6.7%
Communication Services5.87%
Basic Materials4.04%
Utility0.7%
Real Estate0.48%
Asset Allocation
Asset ClassValue
Cash3.08%
Equity96.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
7%₹99 Cr606,077
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 532174
6%₹81 Cr661,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE
6%₹79 Cr260,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
4%₹61 Cr313,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 532215
3%₹37 Cr311,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 15 | SUNPHARMA
3%₹36 Cr200,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN
3%₹36 Cr444,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT
3%₹36 Cr96,021
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 890157
2%₹34 Cr283,000
Force Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 500033
2%₹32 Cr39,000

4. JM Tax Gain Fund

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.

JM Tax Gain Fund is a Equity - ELSS fund was launched on 31 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.1% since its launch.  Ranked 18 in ELSS category.  Return for 2023 was 30.9% , 2022 was 0.5% and 2021 was 32.2% .

Below is the key information for JM Tax Gain Fund

JM Tax Gain Fund
Growth
Launch Date 31 Mar 08
NAV (04 Nov 24) ₹49.2628 ↓ -0.26   (-0.53 %)
Net Assets (Cr) ₹187 on 30 Sep 24
Category Equity - ELSS
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 2.88
Information Ratio 0.66
Alpha Ratio 8.38
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,702
31 Oct 21₹15,817
31 Oct 22₹15,662
31 Oct 23₹17,953
31 Oct 24₹26,849

JM Tax Gain Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for JM Tax Gain Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 24

DurationReturns
1 Month -3.4%
3 Month -1.9%
6 Month 12.2%
1 Year 46.2%
3 Year 18.2%
5 Year 21.7%
10 Year
15 Year
Since launch 10.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.9%
2022 0.5%
2021 32.2%
2020 18.3%
2019 14.9%
2018 -4.6%
2017 42.6%
2016 5.2%
2015 -0.6%
2014 54.9%
Fund Manager information for JM Tax Gain Fund
NameSinceTenure
Satish Ramanathan1 Oct 240 Yr.
Asit Bhandarkar31 Dec 212.75 Yr.
Chaitanya Choksi18 Jul 1410.21 Yr.
Ruchi Fozdar4 Oct 240 Yr.

Data below for JM Tax Gain Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services20.11%
Industrials19.67%
Consumer Cyclical13.61%
Basic Materials13.58%
Technology11.18%
Consumer Defensive8.27%
Health Care5.99%
Communication Services3.49%
Utility1.9%
Real Estate1.51%
Asset Allocation
Asset ClassValue
Cash0.69%
Equity99.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK
5%₹10 Cr58,131
↑ 20,500
Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | INFY
5%₹9 Cr49,465
↑ 14,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK
3%₹6 Cr50,975
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
3%₹6 Cr16,750
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹5 Cr62,900
↑ 22,500
Newgen Software Technologies Ltd (Technology)
Equity, Since 30 Nov 23 | NEWGEN
2%₹4 Cr31,750
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
2%₹4 Cr150,500
Hindalco Industries Ltd (Basic Materials)
Equity, Since 30 Apr 24 | HINDALCO
2%₹4 Cr54,000
↑ 20,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
2%₹4 Cr23,200
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 500251
2%₹4 Cr5,096

Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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