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Best tax planning ELSS mutual funds in india

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Page 1: Best tax planning ELSS mutual funds in india
Page 2: Best tax planning ELSS mutual funds in india

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.

Introduction

Page 3: Best tax planning ELSS mutual funds in india

Fund Size

Expense Ratio

Past Return

Fund

9.74%

Beta

Sortino

Ratio

Rs 2,05,229Rs 1,00,000 Invested 5 years

back

Rs 99,697Rs 1,000 SIP Invested 5 years

back

Scheme Snapshot – Long term

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 88 of the

Income Tax Act.

0.92

Birla Sun Life Tax Relief '96 (G)

2.60%

Rs. 1,908.73 Crore

2.45%

1 Year

CAGR

3 Year

CAGR5 Year

CAGR

2.40% 23.56% 15.46%

7.79% 20.63% 20.41%SIP (XIRR)

S&P BSE Sensex -3.94% 7.94%

Note: Returns and figures were as on 30th May 2016

Page 4: Best tax planning ELSS mutual funds in india

Fund Size

Expense Ratio

Past Return

Fund

9.74%

Beta

Sortino

Ratio

Rs. 2,52,553Rs. 1,00,000 Invested 5 years

back

Rs 1,06,520Rs. 1,000 SIP Invested 5 years

back

Scheme Snapshot – To generate

income and long-term capital

appreciation from a diversified

portfolio of predominantly

equity and equity related

Securities. However, there can

be no assurance that the

investment objective of theScheme will be achieved.

0.86

AXIS Long Term Equity Fund (G)

2.86%

Rs 6,957.75Crore

2.49%

1 Year

CAGR

3 Year

CAGR5 Year

CAGR

0.51% 25.83% 20.36%

5.78% 21.41% 23.15%SIP (XIRR)

S&P BSE Sensex -3.94% 7.94%

Note: Returns and figures were as on 30th May 2016

Page 6: Best tax planning ELSS mutual funds in india

Fund Size

Expense Ratio

Past Return

Fund

9.74%

Beta

Sortino

Ratio

Rs 2,13,887Rs 1,00,000 Invested 5 years

back

Rs 97,253Rs 1,000 SIP Invested 5 years

back

Scheme Snapshot – To generate

long-term capital appreciation

from a portfolio that is invested

predominantly in equity and

equity related instruments.

1.00

Reliance Tax Saver (ELSS) Fund

1.61%

Rs. 4,278.99 Crore

2.43%

1 Year

CAGR

3 Year

CAGR5 Year

CAGR

-7.03% 23.48% 16.42%

0.74% 18.12% 19.39%SIP (XIRR)

S&P BSE Sensex -3.94% 7.94%

Note: Returns and figures were as on 30th May 2016

Page 7: Best tax planning ELSS mutual funds in india

Our

offering

Page 8: Best tax planning ELSS mutual funds in india

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Page 10: Best tax planning ELSS mutual funds in india

Risk Profiling

Risk Capacity- Howmuch Risk you can

afford to take

Risk Attitude- How

much Risk you want

to take

Financial Goals

All Financial Goals of

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The Inflation

adjusted amount

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Right Portfolio

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profile

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With least

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Monitoring

Of Portfolio andMarkets

Rebalance

Investments when

required

1 2 3 4 5

Know best Investment

Portfolio for you Start Now

Our Approach

Page 11: Best tax planning ELSS mutual funds in india

Wealth Creation

AdviceMonthly Savings

AdviceTax Saving

Investments

Portfolio Tracker Goal Planning Online

Transaction

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

In case you want to Buy

and Sell any product

In case you want to Plan

your Financial Goals

If you want to Track your

investments

Customized Financial Management

Page 12: Best tax planning ELSS mutual funds in india

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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.

You can manage your account from anywhere through multiple support points.

We advice on almost all Financial Products except banking accounts. You can transact in all products through us. Our technology will ensure superior Experience

Why AdviseSure

Page 13: Best tax planning ELSS mutual funds in india

AdviseSure Investment Advisors is India’s first only Advise

platform where we help individual, managing 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, stock broker or agent/

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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.

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