1 / 11

4 best tax saving ELSS Mutual funds for 2015

Top 4 Tax saving Equity linked saving scheme for Section 80C deduction and savings. Which are best ELSS schemes for tax saving? Axis Long term equity fund ELSS, Saving Taxes, 80C, Income tax act, Deduction from tax, Best tax saving schemes,Axis long term equity fund,Birla Sunlife tax relief fund,BNP paribas long term equity fund,IDFC tax advantage equity fund<br>

Advisesure
Download Presentation

4 best tax saving ELSS Mutual funds for 2015

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Best Tax saving ELSS Mutual Funds for 2015

  2. AXIS Long Term Equity Fund (G) Fund Size Rs 5129.7 Crore Scheme Snapshot – To generate income and long-term capital appreciation from a diversified portfolio of equity and equity Securities. However, there can be no assurance investment objective Scheme will be achieved. Expense Ratio 2.46% predominantly related 1 Year CAGR 3 Year CAGR 5 Year CAGR Past Return that the the of Fund 19.6% 30.9% 14.1% SIP 4% 32.3% 26.6% S&P BSE Sensex -5.1% 12.8% 6.4% Beta 0.85 Rs. 2,44,920 Rs. 1,00,000 Invested 5 years back Rs 1,14,477 Rs. 1,000 SIP Invested 5 years back Sortino Ratio 0.18

  3. Birla Sun Life Tax Relief '96 (G) Fund Size Scheme Snapshot – Long term growth, through a portfolio with a target allocation equity, 20% debt and money market securities. Linked Saving under Section 88 of the Income Tax Act. Rs. 1964.6 Crore of 80% Expense Ratio 2.36% An Equity (ELSS) Scheme 1 Year CAGR 3 Year CAGR 5 Year CAGR Past Return 11.4% Fund 26.2% 16.9% 3.2% SIP 27.6% 21.2% -5.1% 12.8% 6.4% S&P BSE Sensex Beta 0.91 Rs 1,71,440 Rs 1,00,000 Invested 5 years back Rs 1,00,787 Rs 1,000 SIP Invested 5 years back Sortino Ratio 0.16

  4. BNP Paribas Long Term Equity Fund (G) Fund Size Scheme Snapshot – To generate long-term capital growth from a diversified and managed portfolio and equity related along with income tax rebate, as may be prevalent from time to time. Rs. 391.28 Crore actively equity securities Expense Ratio 2.61% of 1 Year CAGR 3 Year CAGR 5 Year CAGR Past Return 14.4% Fund 24.1% 9.8% -1.9% SIP 24.3% 20.8% -5.1% 12.8% 6.4% S&P BSE Sensex Beta 0.86 Rs 1,96,497 Rs 1,00,000 Invested 5 years back Rs 99,741 Rs 1,000 SIP Invested 5 years back Sortino Ratio 0.14

  5. IDFC Tax Advantage (ELSS) Fund (G) Fund Size Scheme generate long-term capital growth from a diversified portfolio of predominantly equity and equity related securities. Snapshot – To Rs. 345.8 Crore Expense Ratio 2.88% 1 Year CAGR 3 Year CAGR 5 Year CAGR Past Return 13.2% Fund 24.3% 10.7% -0.9% SIP 24% 20.1% -5.1% 12.8% 6.4% S&P BSE Sensex Beta 0.83 Rs 1,85,917 Rs 1,00,000 Invested 5 years back Rs 98,255 Rs 1,000 SIP Invested 5 years back Sortino Ratio 0.17

  6. Reliance Tax Saver (ELSS) Fund - (G) Fund Size Scheme Snapshot – To generate long-term capital appreciation from a portfolio that is invested predominantly equity related instruments. Rs. 1964.6 Crore Expense Ratio 2.45% in equity and 1 Year CAGR 3 Year CAGR 5 Year CAGR Past Return 13.6% Fund 25.8% -0.9% -14.8% SIP 26.9% 21.9% -5.1% 12.8% 6.4% S&P BSE Sensex Beta 1 Rs 1,89,142 Rs 1,00,000 Invested 5 years back Rs 1,02,430 Rs 1,000 SIP Invested 5 years back Sortino Ratio 0.10

  7. We Offer Advisory Fees Rs. 365 Per Annum Customized advise only for you Regular Review and Rebalancing Customized , unbiased Wealth Management @Rs. 1 per day Unlimited Long Term Investment Advise Tax efficient portfolio design No Minimum investment Substantial Savings in Commission ( Optional)

  8. Right Process 1 2 3 4 5 Financial Goals Knowing- Risk Profiling Knowing- Right Portfolio Buy/ Sell Regular Monitoring Investment right as per risk profile Products With least Brokerage & Commission Of Markets Portfolio and All Financial Goals of the life Risk much afford to take Capacity- Risk How can you Portfolio efficient which is tax With Nil hidden costs The amount meet them Inflation adjusted Rebalance Investments required required to Risk much Risk you want to take Attitude- How when Know Best 5 shares for your Risk Profile Start Now

  9. What You get@ Rs 1 Wealth Creation Advice Monthly Savings Advice Tax Saving Investments In case you want to invest Lump Sum In case you want to invest On Monthly basis In case you want to Make Tax Saving Investments Portfolio Restructuring Advice Online Transaction Goal Planning If you want to Restructure your portfolio In case you want to Plan your Financial Goals In case you want to Buy and Sell any product

  10. Why AdviseSure Our Simple and easy Personal Finance Tools & self-help process, ensures that you take Better control of your entire Finance in 7 Minutes , to your satisfaction. Simple & Easy Paperless Process Invest and Manage Online , on a Single Click. No need to Fill boring Physical forms and storing statements. Manage Your Finance with easy and simple back office.. Multiproduct We advice on almost all Financial Products except banking accounts. You can transact in all products through us. Our technology will ensure superior Experience We don't Push Products to our Customers Like Agents or Brokers, for commissions or brokerages. You can continue buying and selling with your current Broker or Agent. However you can also transact through us at substantial low Cost. Cost Effective Online Access You can manage your account from anywhere through multiple support points

  11. Disclaimer "This message may contain confidential, proprietary or legally privileged information. It should not be used by anyone who is not the original intended recipient. If you have erroneously received this message, please delete it immediately and notify the sender. The recipient acknowledges that AdviseSure.com or its subsidiaries and associated companies, (collectively "AdviseSure "), are unable to exercise control or ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmissions and further acknowledges that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of AdviseSure. “Any document which is prepared by the research team of AdviseSure.com or its subsidiaries is circulated for purely information purpose only to the authorized recipient and should not be replicated or quoted or circulated document/documents/reports/opinion should not be interpreted as an Investment /taxation/ legal advice. While the information contained in the report has been procured in good faith, from sources considered to be reliable, all statement/statements/opinion/opinions/view/views in the report should not be considered to be complete or accurate. Therefore, it should only be relied upon at the recipients of this mail’s own risk. to any person/corporate or legal entities in any form. This AdviseSure Investment Advisors is India’s first only Advise platform where we help individual, managing his personal finance. AdviseSure Investment Advisors is part of AdviseSure Ventures Private limited. AdviseSure Investment Advisors is a SEBI registered Investment Advisor and its associate/group company empanelled with AMFI as a distributor .You can execute transactions with your banker, broker or agent/ financial intermediary . We also offer transaction services through various associations, at a substantially lesser cost to our clients as compared to other financial intermediaries, so that you start your financial plan with AdviseSure Investment Advisors is a safe and secure platform. Our recommendations rely on historical data. Historical/ past performance is not a guarantee of future returns. The information and views presented here are prepared by AdviseSure Investment Advisors. The information contained herein is based on our analysis and upon sources that we consider reliable. We, however, do not vouch for the accuracy or the completeness thereof. This material is for personal information and we are not responsible for any loss incurred based upon it. This document is solely for the personal information of the recipient. The investments discussed or recommended here may not be suitable for all investors. Investors must make their own investment decisions based on their specific investment objectives and financial position and using such independent advice, as they believe necessary. While acting upon any information or analysis mentioned here, investors may please note that neither AdviseSure Investment Advisors nor any person connected with any associated companies of AdviseSure Investment Advisors , accepts any liability arising from the use of this information and views mentioned here. Each recipient of this document should make such investigations as they deem necessary to arrive at an independent evaluation of an investment in the securities of the companies referred to in this document (including the merits and risks involved), and should consult their own advisors to determine the merits and risks of such an investment. AdviseSure Investment Advisors CORPORATE OFFICE : Level 8, Vibgyor Towers, G Block, C62,Bandra Kurla Complex, Mumbai 400 098, India ------------- Website : www.advisesure.com Email: care@advisesure.com

More Related