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ELSS Calculator — Tax Saving Mutual Fund Returns

Calculate returns on your ELSS (Equity Linked Savings Scheme) SIP. See how much your tax-saving mutual fund investment grows with 3-year lock-in.

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ELSS KEY FACTS

  • 80C deduction up to ₹1.5L (old regime only)
  • Lock-in: 3 years (shortest among 80C)
  • LTCG tax: 12.5% on gains above ₹1.25L
  • Min SIP: as low as ₹500/month
  • Historical CAGR: 12–18% over 5+ years
  • Risk: equity market risk — values can fall

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80C instruments comparison (2025)

ReturnLock-inTax on returns
ELSS12–16% CAGR (historical)3 years12.5% LTCG above ₹1.25L
PPF7.1% (fixed)15 yearsTax-free (EEE)
NSC7.7% (fixed)5 yearsSlab rate on interest
Tax-saving FD6.5–7.5%5 yearsSlab rate on interest
NPS (Tier I)8–12% (market)Till age 60Partial tax-free on exit
ULIPVariable5 yearsExempt if premium ≤ ₹2.5L

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How to interpret your result

Total Amount Invested is your own contributions; Estimated Gains is projected market growth on top; Total Corpus is the sum you'd have at the end of the period — all before the mandatory 3-year lock-in and any tax on withdrawal.

The return rate you enter is an assumption, not a guarantee — ELSS is market-linked equity, and actual returns can run well above or below your input in any given year, even if the long-run average has historically sat around 12–16% CAGR. Treat the corpus figure as a planning estimate, not a promised outcome.

Remember each SIP instalment has its own 3-year lock-in from its own investment date — if you've invested via SIP over several years, your last instalment stays locked well after your first one unlocks, even though this calculator shows one combined maturity figure.

ELSS: the 80C investment that also grows your wealth

Among all Section 80C instruments, ELSS stands out for two reasons: the shortest lock-in (3 years vs. 5–15 years for others) and the highest historical return potential (equity-linked vs. fixed rates for PPF, NSC, FD).

80C instruments comparison (2025)

See the comparison above for how ELSS stacks up against other 80C instruments on return, lock-in, and tax treatment.

How much tax does ELSS actually save?

If you're in the 30% slab and invest ₹1.5 lakh in ELSS:

  • Tax saved: ₹1,50,000 × 30% = ₹45,000 (+ cess = ~₹46,800)
  • This makes your effective investment cost: ₹1,50,000 – ₹46,800 = ₹1,03,200
  • And the returns are on the full ₹1,50,000

Available only under the old tax regime. If you've opted for new regime, this deduction doesn't apply.

Top-performing ELSS funds (5-year CAGR as of 2024)

Fund 5-yr CAGR Expense ratio
Quant Tax Plan ~22% 0.57%
Mirae Asset Tax Saver ~17% 0.49%
Canara Robeco Equity Tax Saver ~16% 0.59%
SBI Long Term Equity ~16% 0.72%

Past performance is not guaranteed. Diversify across 2–3 funds for tax saving.