Top Tax saving ELSS mutual funds in india to invest in June 2016

2. Introduction Equity Linked Saving Schemes are a special type of equity mutual funds which give an investor tax deduction benefits up to Rs. 1,50,000 per year under section 80C of the Income Tax Act. An investor can opt for either SIP’s or one-time bullet investment in ELSS. Most of the investors opt for monthly SIP rather than one time investment Following are the traits of ELSSs :- Locked-in for three years during which it cannot be redeemed, transferred or pledged. • Risky than other funds since invest at least 80% of the portfolio in equities. • ELSS is a very good investment tool for tax saving and wealth creation. However, one should carefully scrutinize various ELSS schemes before making any investments. So, We selected these schemes based on there 5 years return (XIRR) and beta.

3. Birla Sun Life Tax Relief '96 (G) Fund Size Rs. 1,908.73 Crore Scheme growth, through a portfolio with a target allocation of 80% equity, 20% debt and money market securities. An Equity Linked Saving Scheme (ELSS) under Section Income Tax Act. Snapshot – Long term Expense Ratio 2.45% 88 of the 1 Year CAGR 3 Year CAGR 5 Year CAGR Past Return 15.46% 23.56% Fund 2.40% 7.79% 20.63% 20.41% SIP (XIRR) S&P BSE Sensex -3.94% 9.74% 7.94% 0.92 Beta Rs 2,05,229 Rs 1,00,000 Invested 5 years back Rs 99,697 Rs 1,000 SIP Invested 5 years back Sortino Ratio 2.60% Note: Returns and figures were as on 30thMay 2016

4. AXIS Long Term Equity Fund (G) Fund Size Rs 6,957.75Crore 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 2.49% predominantly related 1 Year CAGR 3 Year CAGR 5 Year CAGR Past Return that the the of Fund 20.36% 25.83% 0.51% SIP (XIRR) 5.78% 21.41% 23.15% S&P BSE Sensex -3.94% 9.74% 7.94% 0.86 Beta Rs. 2,52,553 Rs. 1,00,000 Invested 5 years back Rs 1,06,520 Rs. 1,000 SIP Invested 5 years back Sortino Ratio 2.86% Note: Returns and figures were as on 30thMay 2016

6. Reliance Tax Saver (ELSS) Fund Fund Size Rs. 4,278.99 Crore Scheme Snapshot – To generate long-term capital appreciation from a portfolio that is invested predominantly equity related instruments. Expense Ratio 2.43% in equity and 1 Year CAGR 3 Year CAGR 5 Year CAGR Past Return 16.42% 23.48% Fund -7.03% 0.74% 18.12% 19.39% SIP (XIRR) S&P BSE Sensex -3.94% 9.74% 7.94% 1.00 Beta Rs 2,13,887 Rs 1,00,000 Invested 5 years back Rs 97,253 Rs 1,000 SIP Invested 5 years back Sortino Ratio 1.61% Note: Returns and figures were as on 30thMay 2016

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