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 1.5 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
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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 be
compared with other schemes
1
2
3
4
5
Fund Size
Expense Ratio
Past Return
Fund
12.8%
Beta
SortinoRatio
Rs. 2,44,920Rs. 1,00,000 Invested 5 years
back
Rs 1,14,477Rs. 1,000 SIP Invested 5 years
back
Scheme Snapshot – To generateincome and long-term capitalappreciation from a diversifiedportfolio of predominantly equity andequity related Securities. However,there can be no assurance that theinvestment objective of the Scheme
will be achieved.
0.85
AXIS Long Term Equity Fund (G)
0.18
Rs 5129.7 Crore
2.46%
1 Year CAGR
3 Year CAGR
5 Year CAGR
14.1% 30.9% 19.6%
4% 32.3% 26.6%SIP
S&P BSE Sensex -5.1% 6.4%
Fund Size
Expense Ratio
Past Return
Fund
12.8%
Beta
SortinoRatio
Rs 1,71,440Rs 1,00,000 Invested 5 years
back
Rs 1,00,787Rs 1,000 SIP Invested 5 years
back
Scheme Snapshot – Long term growth,through a portfolio with a targetallocation of 80% equity, 20% debt andmoney market securities. An EquityLinked Saving Scheme (ELSS) underSection 88 of the Income Tax Act.
0.91
Birla Sun Life Tax Relief '96 (G)
0.16
Rs. 1964.6 Crore
2.36%
1 Year CAGR
3 Year CAGR
5 Year CAGR
16.9% 26.2% 11.4%
3.2% 27.6% 21.2%SIP
S&P BSE Sensex -5.1% 6.4%
Fund Size
Expense Ratio
Past Return
Fund
12.8%
Beta
SortinoRatio
Rs 1,96,497Rs 1,00,000 Invested 5 years
back
Rs 99,741Rs 1,000 SIP Invested 5 years
back
Scheme Snapshot – To generate long-term capital growth from a diversifiedand actively managed portfolio ofequity and equity related securitiesalong with income tax rebate, as maybe prevalent from time to time.
0.86
BNP Paribas Long Term Equity Fund (G)
0.14
Rs. 391.28 Crore
2.61%
1 Year CAGR
3 Year CAGR
5 Year CAGR
9.8% 24.1% 14.4%
-1.9% 24.3% 20.8%SIP
S&P BSE Sensex -5.1% 6.4%
Fund Size
Expense Ratio
Past Return
Fund
12.8%
Beta
SortinoRatio
Rs 1,85,917Rs 1,00,000 Invested 5 years
back
Rs 98,255Rs 1,000 SIP Invested 5 years
back
Scheme Snapshot – To generatelong-term capital growth froma diversified portfolio ofpredominantly equity andequity related securities.
0.83
IDFC Tax Advantage (ELSS) Fund (G)
0.17
Rs. 345.8 Crore
2.88%
1 Year CAGR
3 Year CAGR
5 Year CAGR
10.7% 24.3% 13.2%
-0.9% 24% 20.1%SIP
S&P BSE Sensex -5.1% 6.4%
Fund Size
Expense Ratio
Past Return
Fund
12.8%
Beta
SortinoRatio
Rs 1,89,142Rs 1,00,000 Invested 5 years
back
Rs 1,02,430Rs 1,000 SIP Invested 5 years
back
Scheme Snapshot – To generate long-term capital appreciation from aportfolio that is investedpredominantly in equity and equity
related instruments.
1
Reliance Tax Saver (ELSS) Fund - (G)
0.10
Rs. 1964.6 Crore
2.45%
1 Year CAGR
3 Year CAGR
5 Year CAGR
-0.9% 25.8% 13.6%
-14.8% 26.9% 21.9%SIP
S&P BSE Sensex -5.1% 6.4%
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