4 Best Tax Saving ELSS Mutual Funds for 2015
Content
Best Tax
saving ELSS
Mutual Funds
for 2015
AXIS Long Term Equity Fund (G)
Fund Size
Expense Ratio
Rs 5129.7 Crore
2.46%
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
Fund
14.1%
30.9%
19.6%
SIP
4%
32.3%
26.6%
-5.1%
12.8%
6.4%
Past Return
S&P BSE Sensex
Rs. 2,44,920
Rs. 1,00,000 Invested 5
years back
Rs 1,14,477
Rs. 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 the
Scheme will be achieved.
Beta
0.85
Sortino
Ratio
0.18
Birla Sun Life Tax Relief '96 (G)
Fund Size
Rs. 1964.6 Crore
Expense Ratio
2.36%
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
Fund
16.9%
26.2%
11.4%
SIP
3.2%
27.6%
21.2%
-5.1%
12.8%
6.4%
Past Return
S&P BSE Sensex
Rs 1,71,440
Rs 1,00,000 Invested 5
years back
Rs 1,00,787
Rs 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.
Beta
0.91
Sortino
Ratio
0.16
BNP Paribas Long Term Equity Fund (G)
Fund Size
Rs. 391.28 Crore
Expense Ratio
2.61%
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
Fund
9.8%
24.1%
14.4%
SIP
-1.9%
24.3%
20.8%
-5.1%
12.8%
6.4%
Past Return
S&P BSE Sensex
Rs 1,96,497
Rs 1,00,000 Invested 5
years back
Rs 99,741
Rs 1,000 SIP Invested 5
years back
Scheme Snapshot – To generate
long-term capital growth from a
diversified
and
actively
managed portfolio of equity
and equity related securities
along with income tax rebate,
as may be prevalent from time
to time.
Beta
0.86
Sortino
Ratio
0.14
IDFC Tax Advantage (ELSS) Fund (G)
Fund Size
Rs. 345.8 Crore
Expense Ratio
2.88%
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
Fund
10.7%
24.3%
13.2%
SIP
-0.9%
24%
20.1%
-5.1%
12.8%
6.4%
Past Return
S&P BSE Sensex
Rs 1,85,917
Rs 1,00,000 Invested 5
years back
Rs 98,255
Rs 1,000 SIP Invested 5
years back
Scheme Snapshot – To
generate long-term capital
growth from a diversified
portfolio of predominantly
equity and equity related
securities.
Beta
0.83
Sortino
Ratio
0.17
Reliance Tax Saver (ELSS) Fund - (G)
Fund Size
Rs. 1964.6 Crore
Expense Ratio
2.45%
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
Fund
-0.9%
25.8%
13.6%
SIP
-14.8%
26.9%
21.9%
-5.1%
12.8%
6.4%
Past Return
S&P BSE Sensex
Rs 1,89,142
Rs 1,00,000 Invested 5
years back
Rs 1,02,430
Rs 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.
Beta
1
Sortino
Ratio
0.10
We Offer
Advisory Fees Rs. 365 Per
Annum
Customized advise only for you
Regular Review and Rebalancing
Unlimited Long Term Investment
Advise
Tax efficient portfolio design
No Minimum investment
Substantial Savings in Commission
( Optional)
Customized , unbiased Wealth
Management
@Rs. 1 per day
Right Process
1
2
3
4
5
Regular
Monitoring
Risk Profiling
Financial Goals
Knowing-
Knowing-
Right Portfolio
Buy/ Sell
Risk Capacity- How
much Risk you can
afford to take
All Financial Goals of
the life
Investment
Products
right as per risk profile
With least Brokerage
& Commission
The Inflation adjusted
amount required to
meet them
Portfolio which is tax
efficient
With Nil hidden costs
Risk
AttitudeHow
much Risk you want to
take
Know Best 5
shares for your
Risk Profile
Of
Portfolio
Markets
Rebalance
Investments
required
Start Now
and
when
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
Goal Planning
Online
Transaction
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
Why AdviseSure
Simple &
Easy
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.
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
Cost
Effective
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.
Online
Access
You can manage your account from anywhere through multiple support points
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 to any person/corporate or legal entities in any form. This
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.
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: [email protected]
saving ELSS
Mutual Funds
for 2015
AXIS Long Term Equity Fund (G)
Fund Size
Expense Ratio
Rs 5129.7 Crore
2.46%
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
Fund
14.1%
30.9%
19.6%
SIP
4%
32.3%
26.6%
-5.1%
12.8%
6.4%
Past Return
S&P BSE Sensex
Rs. 2,44,920
Rs. 1,00,000 Invested 5
years back
Rs 1,14,477
Rs. 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 the
Scheme will be achieved.
Beta
0.85
Sortino
Ratio
0.18
Birla Sun Life Tax Relief '96 (G)
Fund Size
Rs. 1964.6 Crore
Expense Ratio
2.36%
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
Fund
16.9%
26.2%
11.4%
SIP
3.2%
27.6%
21.2%
-5.1%
12.8%
6.4%
Past Return
S&P BSE Sensex
Rs 1,71,440
Rs 1,00,000 Invested 5
years back
Rs 1,00,787
Rs 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.
Beta
0.91
Sortino
Ratio
0.16
BNP Paribas Long Term Equity Fund (G)
Fund Size
Rs. 391.28 Crore
Expense Ratio
2.61%
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
Fund
9.8%
24.1%
14.4%
SIP
-1.9%
24.3%
20.8%
-5.1%
12.8%
6.4%
Past Return
S&P BSE Sensex
Rs 1,96,497
Rs 1,00,000 Invested 5
years back
Rs 99,741
Rs 1,000 SIP Invested 5
years back
Scheme Snapshot – To generate
long-term capital growth from a
diversified
and
actively
managed portfolio of equity
and equity related securities
along with income tax rebate,
as may be prevalent from time
to time.
Beta
0.86
Sortino
Ratio
0.14
IDFC Tax Advantage (ELSS) Fund (G)
Fund Size
Rs. 345.8 Crore
Expense Ratio
2.88%
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
Fund
10.7%
24.3%
13.2%
SIP
-0.9%
24%
20.1%
-5.1%
12.8%
6.4%
Past Return
S&P BSE Sensex
Rs 1,85,917
Rs 1,00,000 Invested 5
years back
Rs 98,255
Rs 1,000 SIP Invested 5
years back
Scheme Snapshot – To
generate long-term capital
growth from a diversified
portfolio of predominantly
equity and equity related
securities.
Beta
0.83
Sortino
Ratio
0.17
Reliance Tax Saver (ELSS) Fund - (G)
Fund Size
Rs. 1964.6 Crore
Expense Ratio
2.45%
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
Fund
-0.9%
25.8%
13.6%
SIP
-14.8%
26.9%
21.9%
-5.1%
12.8%
6.4%
Past Return
S&P BSE Sensex
Rs 1,89,142
Rs 1,00,000 Invested 5
years back
Rs 1,02,430
Rs 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.
Beta
1
Sortino
Ratio
0.10
We Offer
Advisory Fees Rs. 365 Per
Annum
Customized advise only for you
Regular Review and Rebalancing
Unlimited Long Term Investment
Advise
Tax efficient portfolio design
No Minimum investment
Substantial Savings in Commission
( Optional)
Customized , unbiased Wealth
Management
@Rs. 1 per day
Right Process
1
2
3
4
5
Regular
Monitoring
Risk Profiling
Financial Goals
Knowing-
Knowing-
Right Portfolio
Buy/ Sell
Risk Capacity- How
much Risk you can
afford to take
All Financial Goals of
the life
Investment
Products
right as per risk profile
With least Brokerage
& Commission
The Inflation adjusted
amount required to
meet them
Portfolio which is tax
efficient
With Nil hidden costs
Risk
AttitudeHow
much Risk you want to
take
Know Best 5
shares for your
Risk Profile
Of
Portfolio
Markets
Rebalance
Investments
required
Start Now
and
when
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
Goal Planning
Online
Transaction
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
Why AdviseSure
Simple &
Easy
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.
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
Cost
Effective
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.
Online
Access
You can manage your account from anywhere through multiple support points
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 to any person/corporate or legal entities in any form. This
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.
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: [email protected]
