🌱Investments

ELSS Calculator

ELSS returns + 80C tax savings — 3-year lock-in

₹12,500

80C on up to ₹1.5L/yr (₹12,500/month)

13%

ELSS historically 12–16% over long term

0.5%

Direct: ~0.5–1%. Regular: 1.5–2.5%.

15 yrs

Minimum 3 yrs (lock-in per instalment)

7%

Compare ELSS post-tax vs FD post-tax

Tax Slab

Gross Corpus₹65.49 L
Total Invested₹22.50 L
LTCG Tax (est.)₹5.43 L
Post-Tax Corpus₹60.07 L
Annual 80C Saving₹45,000

ELSS vs FD (Post-Tax) — 15 Years

80C & Tax Analysis

Annual eligible 80C deduction

Up to ₹1.5L/yr — any excess SIP gets no 80C benefit

₹1.50 L

Tax saved per year (30% slab)

In-hand tax saving each year

₹45,000

LTCG tax on redemption

12.5% on gains above ₹1.25L (incl. 4% cess)

₹5.43 L

ELSS post-tax corpus

₹60.07 L

FD post-tax corpus (7%)

Interest taxed at 30% each year

₹33.13 L

ELSS advantage vs FD

Excluding annual 80C savings

+₹26.93 L

ELSS Rules & Tips

→ 3-year lock-in per instalment, not the account. SIP of Jan 2024 unlocks Jan 2027; Feb 2024 unlocks Feb 2027.

→ 80C capped at ₹1.5L/year. SIP > ₹12,500/month invests more — only first ₹1.5L is 80C eligible.

→ LTCG ₹1.25L/year exempt. Use SWP over multiple years to avoid lump-sum redemption tax hit.

→ Shortest 80C lock-in (3yr vs PPF 15yr, NSC 5yr). After 3yr, you can redeem any matured instalment.

Start your ELSS SIP to save tax + grow wealth.

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FAQ

ELSS Calculator — FAQ

Common questions about this calculator

ELSS (Equity Linked Savings Scheme) is a tax-saving mutual fund with a 3-year lock-in per SIP installment. Eligible for 80C deduction up to ₹1.5L.

Calculations are approximate and for educational purposes only. Excludes surcharge for income above ₹50L. Consult a Chartered Accountant for personalised tax advice.