ELSS

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ELSS- Equity linked saving scheme is best way to save tax by investing as per section 80c of income tax act. Check why ELSS can be a great investment for wealth creation. @advisesure. #karojodilkahe

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  • Saving Taxes With High ReturnsComplete Guide

  • Asset Class

    Twin Benefits

    Choice of Investing

    Misc. Features

    Mutual Fund Investing more than 65% of its corpus in Equities and equity related products

    Tax saving u/s 80C upto investment of Rs 2 Lacs Wealth creation

    Growth - Profits added back to the basic Value of investment Dividend - Profits paid out to investor

    Minimum Investment amount is Rs 5,000 Lock-in Period of 3 years

    Features of ELSS

  • Deduction u/s 80C upto

    Rs 2 Lacs

    Returns are Tax Free Tax Saving

    Higher Returns of

    Stock Market

    Long Term Investing Approach

    Wealth Creation

    Benefits of investing in ELSS

  • Return of ELSS- Comparison

    Return calculated as on 30 April 2015Source- AdviseSure.com Research

    Rs 160

    Rs 294

    Rs 168

    0

    50

    100

    150

    200

    250

    300

    350

    Oct

    -09

    Jan

    -10

    Ap

    r-1

    0

    Jul-

    10

    Oct

    -10

    Jan

    -11

    Ap

    r-1

    1

    Jul-

    11

    Oct

    -11

    Jan

    -12

    Ap

    r-1

    2

    Jul-

    12

    Oct

    -12

    Jan

    -13

    Ap

    r-1

    3

    Jul-

    13

    Oct

    -13

    Jan

    -14

    Ap

    r-1

    4

    Jul-

    14

    Oct

    -14

    Jan

    -15

    Ap

    r-1

    5

    Rs. 100 Invested, Since October 2009

    PPF Reliance Tax Saver (ELSS) BSE 100

  • 5 Critical Things to Look before Investing in ELSS

    Credit Rating- ELSS schemes are rated by rating agencies on the basis of the risk and return

    factors associated with a particular scheme. It is recommended to opt for schemes with high

    ratings

    Fund size- Consider the fund size i.e. the asset under management (AUM) before finalizing your

    scheme. Schemes with more than Rs.75-100cr AUM indicate considerate investor confidence

    Risk associated- Also keep in mind the element of risk, depending on the sectors (equity

    stocks) in which the scheme is investing. Look out for ratios like Sharpe ratio, Sortino ratio etc to

    ascertain risk adjusted performance

    Historical performance- We need to assess the historical performance / track record of the

    scheme to ascertain its future returns

    Transaction costs - Transaction cost and asset management fees of a scheme should becompared with other schemes

  • ELSS- Suggested Schemes

    Age 25-30 Age 30-40 Age 40-55 Age 55 and Above

    HDFC Long Term Advantage Fund

    HDFC Taxsaver Fund

    Sundaram Taxsaver

    Birla Sun Life Tax Relief 96

    Kotak Tax Saver

    SBI Magnum Taxgain Scheme

    Axis Long Term Equity Fund

    Canara Robeco Equity Tax Saver Fund

    DSP BlackRock Tax Saver Fund

    Franklin India TaxshieldFund

    Reliance Tax Saver Fund

    For More personalized Recommendation Visit www.advisesure.com Portfolio Suggestion as on 1st May 2015

    Any Two out of Three

    Any Two out of Three

    Any Two out of Three

  • Advisory Fees Rs. 365 Per Annum

    Customized advise only for you

    Unlimited Long Term Investment Advise

    Tax efficient portfolio design

    No Minimum investment

    Regular Review and Rebalancing

    Substantial Savings in Commission ( Optional)

    We Offer

    Customized , unbiased Wealth Management

    @Rs. 1 per day

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