Table of Contents
ELSS కాలిక్యులేటర్
పరిచయం
ELSS ఓపెన్-ఎండ్ ఈక్విటీమ్యూచువల్ ఫండ్ ఇది పన్ను ఆదా ప్రయోజనాల కోసం మాత్రమే కాకుండా మీ పెట్టుబడికి వృద్ధి అవకాశాన్ని కూడా సృష్టిస్తుంది. ఈ పథకాలు ప్రజలలో దీర్ఘకాలిక పెట్టుబడి అలవాటును పెంపొందించడానికి భారత ప్రభుత్వం ద్వారా ప్రచారం చేయబడ్డాయి. పేరు నుండి స్పష్టంగా కనిపిస్తున్నట్లుగా, ఈక్విటీ లింక్డ్ సేవింగ్స్ స్కీమ్‌లలో ఫండ్‌లో ఎక్కువ భాగం పెట్టుబడి పెట్టబడిందిఈక్విటీలు లేదా ఈక్విటీ సంబంధిత ఉత్పత్తులు. మీరు ఈక్విటీ పెట్టుబడులు పెట్టాలని ప్లాన్ చేసినప్పుడు, ముందుగా పెట్టుబడి పనితీరును గుర్తించడం తెలివైన నిర్ణయం.పెట్టుబడి పెడుతున్నారు. ఇది ELSS కాలిక్యులేటర్‌గా సూచించబడే సాధనం ద్వారా చేయవచ్చు.
ELSS కాలిక్యులేటర్ అంటే ఏమిటి?
ELSS కాలిక్యులేటర్ అనేది ELSS స్కీమ్‌లో ఉత్తమ పెట్టుబడిని ఎంచుకోవడానికి సంబంధించి సరైన నిర్ణయాలు తీసుకోవడంలో మీకు సహాయం చేయడంలో ముఖ్యమైన పాత్ర పోషిస్తున్న అత్యంత ఉపయోగకరమైన సాధనం. T=పెట్టుబడి ఎంత ప్రభావవంతంగా ఉంటుందో లేదా కాదో మీరు అంచనా వేయగలరు. మీరు ఎంచుకున్న స్కీమ్ రకాన్ని బట్టి, మీరు ఉపయోగించగల అనేక ELSS కాలిక్యులేటర్‌లు ఉన్నాయి.
ELSS కాలిక్యులేటర్: SIP పని యొక్క గత పనితీరు?
గత ప్రదర్శనసిప్ కాలిక్యులేటర్ మీ యొక్క చారిత్రక పనితీరుపై అంతర్దృష్టులను అందించడంలో ముఖ్యమైన సాధనంSIP. కాలిక్యులేటర్ వంటి నిర్దిష్ట వివరాలను పరిగణనలోకి తీసుకుంటుంది:
- SIP పెట్టుబడి మొత్తం
- SIP యొక్క ప్రారంభ నెల మరియు సంవత్సరం
- SIP యొక్క మెచ్యూరిటీ నెల మరియు సంవత్సరం
- వాల్యుయేషన్ తేదీ
- యొక్క పేరుఅసెట్ మేనేజ్‌మెంట్ కంపెనీ
పై వివరాలతో, ELSS SIP గత పనితీరు కాలిక్యులేటర్ మెచ్యూరిటీ సమయంలో మీ SIP పెట్టుబడి విలువ ఎంత ఉంటుందో అంచనా వేస్తుంది. వివిధ సమయాల్లో ఫండ్ ఎలా పని చేస్తుందో నిర్ణయించడానికి ఇటువంటి మూల్యాంకనం మంచి మార్గంసంత చక్రాలు. భవిష్యత్ అవకాశాల పరంగా ఫండ్ ఎక్కడికి వెళుతుందో అంచనా వేయడానికి దీర్ఘకాల పనితీరు కూడా మంచి అంతర్దృష్టి. గత ప్రదర్శనలు భవిష్యత్తులో రాబడులకు ఎటువంటి హామీ ఇవ్వలేవని స్పష్టం చేసినప్పటికీ, ప్రతికూల మార్కెట్ పరిస్థితులలో ఫండ్ ఎలా ఉంచబడిందో చూపడం ద్వారా అవి సహాయపడతాయి.
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అగ్ర ELSS ఫండ్‌లు
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 The Scheme seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns.(There can be no assurance that the investment objectives of the Scheme will be realized.) BOI AXA Tax Advantage Fund is a Equity - ELSS fund was launched on 25 Feb 09. It is a fund with Moderately High risk and has given a Below is the key information for BOI AXA Tax Advantage Fund Returns up to 1 year are on 1. Tata India Tax Savings Fund
CAGR/Annualized return of 16.2% since its launch. Ranked 1 in ELSS category. Return for 2023 was 24% , 2022 was 5.9% and 2021 was 30.4% . Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (02 Jul 24) ₹43.125 ↓ -0.04 (-0.09 %) Net Assets (Cr) ₹4,200 on 31 May 24 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 1.95 Information Ratio -0.3 Alpha Ratio -2.52 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹8,557 30 Jun 21 ₹13,163 30 Jun 22 ₹13,502 30 Jun 23 ₹16,652 30 Jun 24 ₹22,717 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 24 Duration Returns 1 Month 9.7% 3 Month 13.3% 6 Month 17.3% 1 Year 37.7% 3 Year 20.1% 5 Year 17.9% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sailesh Jain 16 Dec 21 2.46 Yr. Tejas Gutka 9 Mar 21 3.23 Yr. Data below for Tata India Tax Savings Fund as on 31 May 24
Equity Sector Allocation
Sector Value Financial Services 31.01% Industrials 16.17% Consumer Cyclical 14.07% Basic Materials 7.57% Technology 7.13% Energy 5.59% Communication Services 4.67% Utility 3.58% Health Care 3.03% Real Estate 2.89% Consumer Defensive 1.73% Asset Allocation
Asset Class Value Cash 2.55% Equity 97.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK6% ₹264 Cr 1,725,000
↓ -435,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK6% ₹238 Cr 2,125,000
↓ -200,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE5% ₹193 Cr 675,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN4% ₹181 Cr 2,175,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY4% ₹163 Cr 1,160,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322154% ₹151 Cr 1,300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹129 Cr 352,147 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL3% ₹129 Cr 940,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 5325553% ₹124 Cr 3,451,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON2% ₹103 Cr 6,800,000 2. L&T Tax Advantage Fund
CAGR/Annualized return of 15% since its launch. Ranked 7 in ELSS category. Return for 2023 was 28.4% , 2022 was -3% and 2021 was 30.3% . L&T Tax Advantage Fund
Growth Launch Date 27 Feb 06 NAV (02 Jul 24) ₹129.638 ↓ -0.20 (-0.15 %) Net Assets (Cr) ₹3,950 on 31 May 24 Category Equity - ELSS AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.98 Sharpe Ratio 2.63 Information Ratio 0.09 Alpha Ratio 6.68 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹8,729 30 Jun 21 ₹13,442 30 Jun 22 ₹12,685 30 Jun 23 ₹16,315 30 Jun 24 ₹23,717 Returns for L&T Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 24 Duration Returns 1 Month 9.3% 3 Month 16.8% 6 Month 28.2% 1 Year 46.4% 3 Year 21% 5 Year 18.9% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Gautam Bhupal 26 Nov 22 1.51 Yr. Sonal Gupta 21 Jul 21 2.87 Yr. Abhishek Gupta 1 Mar 24 0.25 Yr. Data below for L&T Tax Advantage Fund as on 31 May 24
Equity Sector Allocation
Sector Value Industrials 24.12% Financial Services 22.44% Consumer Cyclical 16.57% Technology 8.96% Energy 5.84% Basic Materials 5.78% Health Care 4.61% Utility 3.83% Real Estate 3.15% Consumer Defensive 2.34% Communication Services 1.62% Asset Allocation
Asset Class Value Cash 0.75% Equity 99.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK5% ₹178 Cr 1,162,500 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE4% ₹154 Cr 537,600 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT3% ₹134 Cr 365,400
↓ -32,800 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK3% ₹130 Cr 1,155,500 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Apr 22 | 5000932% ₹93 Cr 1,449,300 KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH2% ₹89 Cr 609,400
↓ -52,800 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY2% ₹88 Cr 622,100 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5328102% ₹82 Cr 1,659,900
↑ 172,700 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 5002512% ₹81 Cr 177,820
↓ -21,407 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT2% ₹80 Cr 233,900 3. Principal Tax Savings Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 8 in ELSS category. Return for 2023 was 24.5% , 2022 was 4.3% and 2021 was 32.1% . Principal Tax Savings Fund
Growth Launch Date 31 Mar 96 NAV (02 Jul 24) ₹488.494 ↓ -1.08 (-0.22 %) Net Assets (Cr) ₹1,280 on 31 May 24 Category Equity - ELSS AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.36 Sharpe Ratio 2.03 Information Ratio -0.2 Alpha Ratio -0.82 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹8,760 30 Jun 21 ₹13,931 30 Jun 22 ₹14,282 30 Jun 23 ₹17,621 30 Jun 24 ₹23,307 Returns for Principal Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 24 Duration Returns 1 Month 6.7% 3 Month 9.3% 6 Month 15.6% 1 Year 32.7% 3 Year 18.8% 5 Year 18.4% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sudhir Kedia 29 Oct 19 4.59 Yr. Rohit Seksaria 1 Jan 22 2.42 Yr. Data below for Principal Tax Savings Fund as on 31 May 24
Equity Sector Allocation
Sector Value Financial Services 31.36% Industrials 11.52% Consumer Cyclical 10.43% Technology 8.93% Consumer Defensive 8.01% Health Care 7.45% Energy 6.63% Communication Services 5.28% Basic Materials 4.96% Real Estate 0.54% Asset Allocation
Asset Class Value Cash 4.88% Equity 95.12% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK7% ₹93 Cr 606,077 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE6% ₹78 Cr 274,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹74 Cr 661,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY3% ₹44 Cr 313,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN3% ₹37 Cr 444,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5322153% ₹36 Cr 311,000 Force Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5000333% ₹34 Cr 39,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT3% ₹33 Cr 89,021 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 15 | SUNPHARMA2% ₹29 Cr 200,000
↓ -17,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 8901572% ₹28 Cr 283,000 4. BOI AXA Tax Advantage Fund
CAGR/Annualized return of 20.4% since its launch. Ranked 13 in ELSS category. Return for 2023 was 34.8% , 2022 was -1.3% and 2021 was 41.5% . BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (02 Jul 24) ₹172.71 ↓ -0.68 (-0.39 %) Net Assets (Cr) ₹1,327 on 31 May 24 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.49 Sharpe Ratio 2.92 Information Ratio 0.91 Alpha Ratio 10.21 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹10,045 30 Jun 21 ₹17,570 30 Jun 22 ₹16,756 30 Jun 23 ₹21,185 30 Jun 24 ₹33,488 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jul 24 Duration Returns 1 Month 7.1% 3 Month 12.1% 6 Month 26% 1 Year 58.9% 3 Year 23.5% 5 Year 27.3% 10 Year 15 Year Since launch 20.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 34.8% 2022 -1.3% 2021 41.5% 2020 31.2% 2019 14.6% 2018 -16.3% 2017 57.7% 2016 -1.2% 2015 2.1% 2014 44% Fund Manager information for BOI AXA Tax Advantage Fund
Name Since Tenure Alok Singh 27 Apr 22 2.1 Yr. Data below for BOI AXA Tax Advantage Fund as on 31 May 24
Equity Sector Allocation
Sector Value Financial Services 27.42% Industrials 20.55% Basic Materials 15.94% Consumer Cyclical 11.14% Energy 5.82% Technology 5.29% Utility 4.42% Health Care 3.68% Consumer Defensive 3.57% Real Estate 2.04% Asset Allocation
Asset Class Value Cash 0.09% Equity 99.87% Debt 0.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Oct 21 | SBIN5% ₹62 Cr 752,000
↑ 57,000 Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 5002954% ₹54 Cr 1,211,000
↑ 77,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 23 | HAL4% ₹50 Cr 99,900
↑ 13,900 Oil India Ltd (Energy)
Equity, Since 31 Mar 23 | OIL3% ₹45 Cr 702,000 Canara Bank (Financial Services)
Equity, Since 31 Aug 22 | 5324833% ₹41 Cr 3,500,000
↓ -225,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹34 Cr 955,000
↑ 35,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK3% ₹34 Cr 223,000
↓ -32,000 Bank of Baroda (Financial Services)
Equity, Since 31 Oct 22 | 5321343% ₹34 Cr 1,286,338 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE2% ₹33 Cr 114,000
↓ -16,000 HEG Ltd (Industrials)
Equity, Since 31 Dec 22 | HEG2% ₹31 Cr 135,000
↑ 5,000
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.
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