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11 Best Tax Saving ELSS Mutual Funds 2018 - 2019
Best elss Funds or Equity Linked Savings Schemes are equity diversified Mutual Funds that majorly invest in equity-linked instruments (like shares and stocks) to provide market-linked returns and help save direct tax on income. Typically, 80% of the fund corpus is invested in equity and the remaining in debt instruments.
ELSS funds are also known as the tax saving Mutual Funds as they offer tax benefits under Section 80C of the Income Tax Act. Moreover, the ELSS Mutual Funds are open-ended, which means that the investors can subscribe in these funds as and when they want.
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Who Can Invest in ELSS Fund?
Generally, ELSS Mutual Funds are suitable for all kinds of investors who are willing to take market-linked risks for Tax Planning and saving money. Anyone can invest in ELSS funds at any point of time in their life. However, it is suggested to invest in tax saving ELSS funds during the early stage of your career so that your money grows over time and you earn better returns.
Hence, save tax and earn good returns both at the same time by Investing in best ELSS funds. Investors should be aware that amount invested in ELSS funds is locked for 3 Years.
Investors can invest in ELSS mutual funds as lumpsum (One Time) of SIP (Systematic Investment plan). It is advised for beginners to generally invest using SIP as it better suited for them.
Other Tax Saving Options?
Similar to ELSS other options under Section 80c includes : Life Insurance premium, Tax saving fixed deposits, PPF, NSC, EPF, Unit Linked Equity Plans (ULIP). One should know combines limit of saving under section 80c is limited to 1.5 Lakhs Per Financial year.
Top 11 Best Performing ELSS Mutual Funds for Investment in 2018
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2017 (%) Tata India Tax Savings Fund Growth ₹16.4435
↓ -0.18 ₹1,425 -9 -5.1 -5.2 11.2 46 IDFC Tax Advantage (ELSS) Fund Growth ₹53.08
↓ -0.58 ₹1,607 -8.2 -8.5 -5.1 12.1 17.2 53.4 L&T Tax Advantage Fund Growth ₹53.131
↓ -0.38 ₹3,176 -7.2 -5 -3.1 12.8 17.1 42.3 Principal Tax Savings Fund Growth ₹199.06
↓ -2.37 ₹368 -7.6 -4.7 -7.6 12.7 18 48.8 DSP BlackRock Tax Saver Fund Growth ₹43.888
↓ -0.43 ₹4,329 -8.7 -3.4 -6.3 11.1 17.9 36.3 Invesco India Tax Plan Growth ₹47.87
↓ -0.31 ₹620 -10.3 -2.9 0.1 11.3 18.7 35.7 IDBI Equity Advantage Fund Growth ₹25.77
↓ -0.09 ₹602 -6.5 -4.7 -1.8 8.6 19.4 35.3 HDFC Long Term Advantage Fund Growth ₹334.129
↓ -3.68 ₹1,418 -6.1 -0.1 -2 13.4 16.6 36.2 Kotak Tax Saver Scheme Growth ₹40.27
↓ -0.29 ₹727 -6.9 -1.1 -3.9 10.3 17.4 33.8 Sundaram Diversified Equity Fund Growth ₹93.9098
↓ -0.78 ₹2,524 -11.7 -9.1 -9 8.9 15 38.4 BOI AXA Tax Advantage Fund Growth ₹47.74
↓ -0.27 ₹183 -16.5 -16.2 -10.5 8.7 14.1 57.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Nov 18
*Above is list of top ELSS (Equity Linked Saving Scheme) having AUM/Net Assets above than 500 Crore and having fund age >= 3 years.
To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation.. Tata India Tax Savings Fund is a Equity - ELSS fund was launched on 13 Oct 14. It is a fund with Moderately High risk and has given a Below is the key information for Tata India Tax Savings Fund Returns up to 1 year are on The investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related securities. There can be no assurance that the investment objective of the scheme will be realised. IDFC Tax Advantage (ELSS) Fund is a Equity - ELSS fund was launched on 26 Dec 08. It is a fund with Moderately High risk and has given a Below is the key information for IDFC Tax Advantage (ELSS) Fund Returns up to 1 year are on To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. L&T Tax Advantage Fund is a Equity - ELSS fund was launched on 27 Feb 06. It is a fund with Moderately High risk and has given a Below is the key information for L&T Tax Advantage Fund Returns up to 1 year are on To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors, the scheme aims at providing returns through capital appreciation. Principal Tax Savings Fund is a Equity - ELSS fund was launched on 31 Mar 96. It is a fund with Moderately High risk and has given a Below is the key information for Principal Tax Savings Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, and to enable investors to avail of a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. DSP BlackRock Tax Saver Fund is a Equity - ELSS fund was launched on 18 Jan 07. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Tax Saver Fund Returns up to 1 year are on The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities. Invesco India Tax Plan is a Equity - ELSS fund was launched on 29 Dec 06. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Tax Plan Returns up to 1 year are on The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income-tax deduction(under section 80C of the Income-tax Act, 1961) on their investments. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to be eligible for income-tax benefits under Section 80C. There can be no assurance that the investment objective under the scheme will be realized. IDBI Equity Advantage Fund is a Equity - ELSS fund was launched on 10 Sep 13. It is a fund with Moderately High risk and has given a Below is the key information for IDBI Equity Advantage Fund Returns up to 1 year are on To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on The investment objective of the scheme is to generate longterm capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time. Kotak Tax Saver Scheme is a Equity - ELSS fund was launched on 23 Nov 05. It is a fund with Moderately High risk and has given a Below is the key information for Kotak Tax Saver Scheme Returns up to 1 year are on To achieve capital appreciation by investing
predominantly in equities and equity-related
instruments. A three-year lock-in period shall
apply in line with the regulation for ELSS
schemes. Sundaram Diversified Equity Fund is a Equity - ELSS fund was launched on 22 Nov 99. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Diversified Equity Fund Returns up to 1 year are on The Scheme seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns.(There can be no assurance that the investment objectives of the Scheme will be realized.) BOI AXA Tax Advantage Fund is a Equity - ELSS fund was launched on 25 Feb 09. It is a fund with Moderately High risk and has given a Below is the key information for BOI AXA Tax Advantage Fund Returns up to 1 year are on 1. Tata India Tax Savings Fund
CAGR/Annualized return of 12.9% since its launch. Ranked 1 in ELSS category. Return for 2017 was 46% , 2016 was 2.1% and 2015 was 13.3% . Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (20 Nov 18) ₹16.4435 ↓ -0.18 (-1.07 %) Net Assets (Cr) ₹1,425 on 31 Oct 18 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.61 Sharpe Ratio -0.56 Information Ratio -0.03 Alpha Ratio -12.24 Min Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 14 ₹10,000 31 Oct 15 ₹11,574 31 Oct 16 ₹13,481 31 Oct 17 ₹16,728 31 Oct 18 ₹15,426 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Nov 18 Duration Returns 1 Month 4.8% 3 Month -9% 6 Month -5.1% 1 Year -5.2% 3 Year 11.2% 5 Year 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2017 46% 2016 2.1% 2015 13.3% 2014 2013 2012 2011 2010 2009 2008 Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Rupesh Patel 1 Apr 15 3.59 Yr. Ennette Fernandes 18 Jun 18 0.37 Yr. Data below for Tata India Tax Savings Fund as on 31 Oct 18
Equity Sector Allocation
Sector Value Financial Services 38.04% Consumer Cyclical 16.26% Consumer Defensive 8.9% Industrials 8.02% Technology 6.95% Health Care 6.29% Basic Materials 5.13% Energy 3.72% Real Estate 0.56% Asset Allocation
Asset Class Value Cash 5.35% Equity 93.88% Debt 0.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK11% ₹159 Cr 4,465,000 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK8% ₹107 Cr 560,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY5% ₹70 Cr 1,020,000
↑ 500,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5322154% ₹64 Cr 1,100,000
↑ 120,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 15 | KOTAKBANK4% ₹63 Cr 560,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFC4% ₹55 Cr 310,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹53 Cr 500,000 (A) Cblo
CBLO | -3% ₹43 Cr Havells India Ltd (Industrials)
Equity, Since 31 Aug 17 | 5173543% ₹42 Cr 656,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 16 | ITC3% ₹37 Cr 1,330,000 2. IDFC Tax Advantage (ELSS) Fund
CAGR/Annualized return of 18.4% since its launch. Ranked 3 in ELSS category. Return for 2017 was 53.4% , 2016 was 0.4% and 2015 was 6.9% . IDFC Tax Advantage (ELSS) Fund
Growth Launch Date 26 Dec 08 NAV (20 Nov 18) ₹53.08 ↓ -0.58 (-1.08 %) Net Assets (Cr) ₹1,607 on 31 Oct 18 Category Equity - ELSS AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.74 Sharpe Ratio -0.57 Information Ratio 0.12 Alpha Ratio -5.87 Min Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 13 ₹10,000 31 Oct 14 ₹14,293 31 Oct 15 ₹15,838 31 Oct 16 ₹17,874 31 Oct 17 ₹23,361 31 Oct 18 ₹21,879 Returns for IDFC Tax Advantage (ELSS) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Nov 18 Duration Returns 1 Month 3.4% 3 Month -8.2% 6 Month -8.5% 1 Year -5.1% 3 Year 12.1% 5 Year 17.2% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2017 53.4% 2016 0.4% 2015 6.9% 2014 42.2% 2013 15% 2012 36.2% 2011 -23.3% 2010 24% 2009 70.8% 2008 Fund Manager information for IDFC Tax Advantage (ELSS) Fund
Name Since Tenure Daylynn Pinto 20 Oct 16 2.03 Yr. Data below for IDFC Tax Advantage (ELSS) Fund as on 31 Oct 18
Equity Sector Allocation
Sector Value Financial Services 24.07% Consumer Cyclical 17.66% Basic Materials 11.65% Technology 10.13% Consumer Defensive 7.82% Industrials 7.58% Health Care 5.41% Energy 5.05% Utility 5.01% Asset Allocation
Asset Class Value Cash 5% Equity 94.99% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK5% ₹82 Cr 2,300,000
↑ 100,000 Cblo
CBLO | -5% ₹79 Cr HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK4% ₹67 Cr 350,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE3% ₹56 Cr 525,000
↑ 35,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY3% ₹53 Cr 775,000
↑ 25,000 Future Retail Ltd (Consumer Cyclical)
Equity, Since 31 Aug 16 | FRETAIL3% ₹46 Cr 949,621
↑ 99,621 RBL Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | RBLBANK3% ₹43 Cr 826,519
↑ 1,519 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC3% ₹42 Cr 1,500,000
↓ -250,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | KOTAKBANK2% ₹32 Cr 285,000 Nestle India Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | NESTLEIND2% ₹31 Cr 30,300
↑ 300 3. L&T Tax Advantage Fund
CAGR/Annualized return of 14% since its launch. Ranked 7 in ELSS category. Return for 2017 was 42.3% , 2016 was 8.1% and 2015 was 2.9% . L&T Tax Advantage Fund
Growth Launch Date 27 Feb 06 NAV (20 Nov 18) ₹53.131 ↓ -0.38 (-0.71 %) Net Assets (Cr) ₹3,176 on 31 Oct 18 Category Equity - ELSS AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.61 Sharpe Ratio -0.56 Information Ratio 0.28 Alpha Ratio -5.33 Min Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 13 ₹10,000 31 Oct 14 ₹14,316 31 Oct 15 ₹15,194 31 Oct 16 ₹17,745 31 Oct 17 ₹22,549 31 Oct 18 ₹21,277 Returns for L&T Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Nov 18 Duration Returns 1 Month 2.5% 3 Month -7.2% 6 Month -5% 1 Year -3.1% 3 Year 12.8% 5 Year 17.1% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2017 42.3% 2016 8.1% 2015 2.9% 2014 44.8% 2013 6.8% 2012 27.4% 2011 -21.8% 2010 29.2% 2009 86.7% 2008 -50.1% Fund Manager information for L&T Tax Advantage Fund
Name Since Tenure S.N. Lahiri 24 Nov 12 5.94 Yr. Data below for L&T Tax Advantage Fund as on 31 Oct 18
Equity Sector Allocation
Sector Value Financial Services 26.19% Industrials 15.57% Basic Materials 14.63% Consumer Cyclical 13.42% Technology 12.15% Health Care 5.98% Energy 3.3% Consumer Defensive 2.87% Communication Services 1.51% Utility 1.22% Asset Allocation
Asset Class Value Cash 2.06% Equity 97.85% Other 0.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity Graphite India Ltd (Industrials)
Equity, Since 31 Jan 17 | 5094885% ₹159 Cr 1,674,970
↑ 100,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK5% ₹149 Cr 777,700 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK5% ₹148 Cr 4,180,200 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 17 | HDFC4% ₹121 Cr 684,900 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | 5325403% ₹105 Cr 542,200 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 06 | LT3% ₹98 Cr 753,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY3% ₹93 Cr 1,355,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 07 | ITC3% ₹91 Cr 3,255,100 Future Retail Ltd (Consumer Cyclical)
Equity, Since 31 Aug 16 | FRETAIL3% ₹87 Cr 1,786,000
↑ 460,000 Sterlite Technologies Ltd (Technology)
Equity, Since 31 Jan 17 | STRTECH3% ₹86 Cr 2,267,100
↑ 100,000 4. Principal Tax Savings Fund
CAGR/Annualized return of 16.2% since its launch. Ranked 8 in ELSS category. Return for 2017 was 48.8% , 2016 was 6.2% and 2015 was 2.7% . Principal Tax Savings Fund
Growth Launch Date 31 Mar 96 NAV (20 Nov 18) ₹199.06 ↓ -2.37 (-1.18 %) Net Assets (Cr) ₹368 on 31 Oct 18 Category Equity - ELSS AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.88 Sharpe Ratio -0.63 Information Ratio 0.54 Alpha Ratio -4.04 Min Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 13 ₹10,000 31 Oct 14 ₹15,584 31 Oct 15 ₹16,118 31 Oct 16 ₹18,977 31 Oct 17 ₹24,714 31 Oct 18 ₹22,571 Returns for Principal Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Nov 18 Duration Returns 1 Month 3.7% 3 Month -7.6% 6 Month -4.7% 1 Year -7.6% 3 Year 12.7% 5 Year 18% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2017 48.8% 2016 6.2% 2015 2.7% 2014 49.4% 2013 8.5% 2012 46.5% 2011 -30.4% 2010 15% 2009 64.7% 2008 -64.8% Fund Manager information for Principal Tax Savings Fund
Name Since Tenure P.V.K. Mohan 1 Sep 10 8.17 Yr. Data below for Principal Tax Savings Fund as on 31 Oct 18
Equity Sector Allocation
Sector Value Financial Services 25.28% Consumer Defensive 14.11% Basic Materials 13.58% Technology 11.13% Industrials 9.5% Consumer Cyclical 9.46% Utility 6.87% Health Care 4.86% Energy 3.88% Asset Allocation
Asset Class Value Cash 1.33% Equity 98.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK5% ₹17 Cr 91,334
↓ -5,600 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹16 Cr 447,143
↑ 62,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 08 | RELIANCE4% ₹14 Cr 134,452 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 14 | 5325404% ₹13 Cr 68,640 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC3% ₹13 Cr 455,396
↓ -24,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY3% ₹11 Cr 161,594
↓ -15,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Nov 17 | 5004003% ₹11 Cr 1,382,240
↑ 295,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT3% ₹10 Cr 77,262
↓ -4,100 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC3% ₹9 Cr 52,670
↓ -6,000 Marico Ltd (Consumer Defensive)
Equity, Since 31 Aug 18 | 5316422% ₹8 Cr 264,000
↑ 84,000 5. DSP BlackRock Tax Saver Fund
CAGR/Annualized return of 13.3% since its launch. Ranked 12 in ELSS category. Return for 2017 was 36.3% , 2016 was 11.3% and 2015 was 4.4% . DSP BlackRock Tax Saver Fund
Growth Launch Date 18 Jan 07 NAV (20 Nov 18) ₹43.888 ↓ -0.43 (-0.96 %) Net Assets (Cr) ₹4,329 on 31 Oct 18 Category Equity - ELSS AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.47 Sharpe Ratio -0.64 Information Ratio 0.29 Alpha Ratio -3.91 Min Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 13 ₹10,000 31 Oct 14 ₹15,212 31 Oct 15 ₹16,317 31 Oct 16 ₹19,847 31 Oct 17 ₹23,818 31 Oct 18 ₹21,894 Returns for DSP BlackRock Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Nov 18 Duration Returns 1 Month 5.2% 3 Month -8.7% 6 Month -3.4% 1 Year -6.3% 3 Year 11.1% 5 Year 17.9% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 2017 36.3% 2016 11.3% 2015 4.4% 2014 52.2% 2013 6.7% 2012 39.8% 2011 -26.7% 2010 23.3% 2009 84.2% 2008 -56.7% Fund Manager information for DSP BlackRock Tax Saver Fund
Name Since Tenure Rohit Singhania 16 Jul 15 3.3 Yr. Data below for DSP BlackRock Tax Saver Fund as on 31 Oct 18
Equity Sector Allocation
Sector Value Financial Services 35.63% Technology 16.5% Basic Materials 10.28% Industrials 8.74% Health Care 8.42% Consumer Cyclical 6.68% Energy 3.9% Utility 3.32% Consumer Defensive 2.36% Real Estate 0.73% Asset Allocation
Asset Class Value Cash 3.1% Equity 96.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK8% ₹331 Cr 9,331,290
↓ -2,177,145 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK7% ₹284 Cr 1,483,881
↑ 7,717 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 16 | HCLTECH5% ₹202 Cr 1,911,259
↑ 108,057 State Bank of India (Financial Services)
Equity, Since 30 Jun 08 | SBIN4% ₹189 Cr 6,718,273
↑ 317,220 Cblo / Reverse Repo Investments
CBLO/Reverse Repo | -4% ₹173 Cr Tech Mahindra Ltd (Technology)
Equity, Since 30 Jun 18 | 5327554% ₹172 Cr 2,307,628
↑ 462,374 Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY4% ₹155 Cr 2,260,883
↓ -116,152 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 16 | LT3% ₹128 Cr 984,103
↓ -44,873 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5000343% ₹122 Cr 513,398
↑ 175,275 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL2% ₹104 Cr 1,870,400
↑ 20,234 6. Invesco India Tax Plan
CAGR/Annualized return of 14.1% since its launch. Ranked 17 in ELSS category. Return for 2017 was 35.7% , 2016 was 3.4% and 2015 was 5.8% . Invesco India Tax Plan
Growth Launch Date 29 Dec 06 NAV (20 Nov 18) ₹47.87 ↓ -0.31 (-0.64 %) Net Assets (Cr) ₹620 on 31 Oct 18 Category Equity - ELSS AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.71 Sharpe Ratio -0.17 Information Ratio -0.28 Alpha Ratio 0.44 Min Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 13 ₹10,000 31 Oct 14 ₹15,512 31 Oct 15 ₹17,193 31 Oct 16 ₹19,157 31 Oct 17 ₹22,948 31 Oct 18 ₹22,841 Returns for Invesco India Tax Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Nov 18 Duration Returns 1 Month 2.5% 3 Month -10.3% 6 Month -2.9% 1 Year 0.1% 3 Year 11.3% 5 Year 18.7% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2017 35.7% 2016 3.4% 2015 5.8% 2014 54.3% 2013 10.1% 2012 30.3% 2011 -18.9% 2010 22.1% 2009 83.5% 2008 -49.5% Fund Manager information for Invesco India Tax Plan
Name Since Tenure Amit Ganatra 29 Mar 18 0.59 Yr. Dhimant Kothari 29 Mar 18 0.59 Yr. Data below for Invesco India Tax Plan as on 31 Oct 18
Equity Sector Allocation
Sector Value Financial Services 32.32% Consumer Cyclical 16.47% Technology 12.66% Energy 10.96% Industrials 8.85% Health Care 5.55% Consumer Defensive 4.97% Utility 4.35% Basic Materials 1.25% Asset Allocation
Asset Class Value Cash 2.62% Equity 97.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK9% ₹54 Cr 279,936
↑ 25,022 Infosys Ltd (Technology)
Equity, Since 30 Jun 15 | INFY7% ₹44 Cr 646,625
↑ 93,571 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE7% ₹44 Cr 416,297
↓ -31,192 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK6% ₹38 Cr 1,071,738
↑ 11,460 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK4% ₹26 Cr 235,622
↑ 2,520 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | INDUSINDBK4% ₹26 Cr 181,440
↑ 23,800 Collateralized Borrowing & Lending Obligation
CBLO | -4% ₹25 Cr Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 09 | MARUTI4% ₹25 Cr 37,121
↑ 1,749 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 17 | LT4% ₹24 Cr 181,704
↑ 1,943 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 18 | HDFC3% ₹19 Cr 109,315
↑ 109,315 7. IDBI Equity Advantage Fund
CAGR/Annualized return of since its launch. Ranked 21 in ELSS category. Return for 2017 was 35.3% , 2016 was 0% and 2015 was 3.1% . IDBI Equity Advantage Fund
Growth Launch Date 10 Sep 13 NAV (20 Nov 18) ₹25.77 ↓ -0.09 (-0.35 %) Net Assets (Cr) ₹602 on 31 Oct 18 Category Equity - ELSS AMC IDBI Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.86 Sharpe Ratio -0.23 Information Ratio -0.49 Alpha Ratio -1.04 Min Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 13 ₹10,000 31 Oct 14 ₹16,477 31 Oct 15 ₹19,544 31 Oct 16 ₹21,168 31 Oct 17 ₹24,378 31 Oct 18 ₹23,998 Returns for IDBI Equity Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Nov 18 Duration Returns 1 Month 5.6% 3 Month -6.5% 6 Month -4.7% 1 Year -1.8% 3 Year 8.6% 5 Year 19.4% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2017 35.3% 2016 0% 2015 3.1% 2014 71.2% 2013 2012 2011 2010 2009 2008 Fund Manager information for IDBI Equity Advantage Fund
Name Since Tenure Ayushi Sethia 9 Oct 18 0.06 Yr. Data below for IDBI Equity Advantage Fund as on 31 Oct 18
Equity Sector Allocation
Sector Value Consumer Cyclical 34.74% Financial Services 22.13% Consumer Defensive 18.57% Industrials 11.53% Basic Materials 10.71% Asset Allocation
Asset Class Value Cash 2.31% Equity 97.68% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Page Industries Ltd (Consumer Cyclical)
Equity, Since 30 Sep 13 | 5328278% ₹47 Cr 15,969 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 14 | 5323437% ₹44 Cr 803,574 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 13 | CHOLAFIN7% ₹39 Cr 308,490 GRUH Finance Ltd (Financial Services)
Equity, Since 30 Sep 13 | 5112886% ₹34 Cr 1,188,209 MRF Ltd (Consumer Cyclical)
Equity, Since 30 Sep 13 | 5002905% ₹32 Cr 4,950 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Sep 13 | PIDILITIND5% ₹31 Cr 322,946 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Sep 13 | EICHERMOT5% ₹29 Cr 13,037 VST Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 13 | 5099665% ₹28 Cr 88,342 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 13 | KOTAKBANK5% ₹28 Cr 246,474 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Sep 13 | NESTLEIND4% ₹24 Cr 23,954 8. HDFC Long Term Advantage Fund
CAGR/Annualized return of 21.7% since its launch. Ranked 23 in ELSS category. Return for 2017 was 36.2% , 2016 was 13% and 2015 was -2.4% . HDFC Long Term Advantage Fund
Growth Launch Date 2 Jan 01 NAV (20 Nov 18) ₹334.129 ↓ -3.68 (-1.09 %) Net Assets (Cr) ₹1,418 on 31 Oct 18 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.49 Sharpe Ratio -0.39 Information Ratio 0.36 Alpha Ratio -7.87 Min Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 13 ₹10,000 31 Oct 14 ₹14,859 31 Oct 15 ₹14,621 31 Oct 16 ₹17,496 31 Oct 17 ₹21,344 31 Oct 18 ₹20,653
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Nov 18 Duration Returns 1 Month 4.9% 3 Month -6.1% 6 Month -0.1% 1 Year -2% 3 Year 13.4% 5 Year 16.6% 10 Year 15 Year Since launch 21.7% Historical performance (Yearly) on absolute basis
Year Returns 2017 36.2% 2016 13% 2015 -2.4% 2014 44.7% 2013 11% 2012 28.8% 2011 -23.5% 2010 28.4% 2009 88.9% 2008 -52.4% Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Chirag Setalvad 2 Apr 07 11.59 Yr. Rakesh Vyas 10 May 12 6.48 Yr. Data below for HDFC Long Term Advantage Fund as on 31 Oct 18
Equity Sector Allocation
Sector Value Financial Services 30.05% Industrials 20.87% Energy 11.14% Technology 9.55% Basic Materials 9.38% Consumer Defensive 4.7% Health Care 4.37% Consumer Cyclical 3.94% Utility 2% Communication Services 0.84% Asset Allocation
Asset Class Value Cash 3.15% Equity 96.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | HDFCBANK9% ₹123 Cr 645,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 05 | RELIANCE9% ₹122 Cr 1,150,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹117 Cr 3,300,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 06 | INFY7% ₹100 Cr 1,453,908 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 07 | LT6% ₹79 Cr 607,500 State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN5% ₹73 Cr 2,600,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFC5% ₹71 Cr 400,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Oct 05 | ITC5% ₹65 Cr 2,322,910 AIA Engineering Ltd (Industrials)
Equity, Since 30 Sep 12 | AIAENG4% ₹51 Cr 300,000 Net Current Assets
Net Current Assets | -3% ₹45 Cr 9. Kotak Tax Saver Scheme
CAGR/Annualized return of 11.3% since its launch. Ranked 19 in ELSS category. Return for 2017 was 33.8% , 2016 was 7.5% and 2015 was 1.5% . Kotak Tax Saver Scheme
Growth Launch Date 23 Nov 05 NAV (20 Nov 18) ₹40.27 ↓ -0.29 (-0.72 %) Net Assets (Cr) ₹727 on 31 Oct 18 Category Equity - ELSS AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.73 Sharpe Ratio -0.64 Information Ratio -0.03 Alpha Ratio -3.31 Min Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 13 ₹10,000 31 Oct 14 ₹15,018 31 Oct 15 ₹16,391 31 Oct 16 ₹18,974 31 Oct 17 ₹22,621 31 Oct 18 ₹21,200 Returns for Kotak Tax Saver Scheme
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Nov 18 Duration Returns 1 Month 4.1% 3 Month -6.9% 6 Month -1.1% 1 Year -3.9% 3 Year 10.3% 5 Year 17.4% 10 Year 15 Year Since launch 11.3% Historical performance (Yearly) on absolute basis
Year Returns 2017 33.8% 2016 7.5% 2015 1.5% 2014 56.6% 2013 -6.3% 2012 36.2% 2011 -26% 2010 19.9% 2009 75% 2008 -59.4% Fund Manager information for Kotak Tax Saver Scheme
Name Since Tenure Harsha Upadhyaya 25 Aug 15 3.19 Yr. Data below for Kotak Tax Saver Scheme as on 31 Oct 18
Equity Sector Allocation
Sector Value Financial Services 25.27% Industrials 13.71% Technology 11.99% Basic Materials 11.78% Energy 7.68% Consumer Defensive 6.33% Consumer Cyclical 5.79% Health Care 5.05% Utility 4.84% Asset Allocation
Asset Class Value Cash 4.77% Equity 95.15% Debt 0% Other 0.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 06 | RELIANCE7% ₹49 Cr 464,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹47 Cr 1,325,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK6% ₹46 Cr 240,000 Collateral Borrowing & Lending Obligation
CBLO | -5% ₹36 Cr Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 18 | 5325405% ₹33 Cr 170,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 14 | LT4% ₹32 Cr 245,000 Infosys Ltd (Technology)
Equity, Since 31 Dec 05 | INFY4% ₹31 Cr 450,000 GlaxoSmithKline Consumer Healthcare Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | 5006764% ₹28 Cr 40,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5406113% ₹22 Cr 395,000 Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 30 Jun 18 | BHARATFIN3% ₹19 Cr 219,090 10. Sundaram Diversified Equity Fund
CAGR/Annualized return of 16.7% since its launch. Ranked 14 in ELSS category. Return for 2017 was 38.4% , 2016 was 6.8% and 2015 was 3.1% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (20 Nov 18) ₹93.9098 ↓ -0.78 (-0.83 %) Net Assets (Cr) ₹2,524 on 31 Oct 18 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.61 Sharpe Ratio -0.72 Information Ratio -0.39 Alpha Ratio -8.9 Min Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 13 ₹10,000 31 Oct 14 ₹14,389 31 Oct 15 ₹15,424 31 Oct 16 ₹18,138 31 Oct 17 ₹21,732 31 Oct 18 ₹19,646 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Nov 18 Duration Returns 1 Month 3% 3 Month -11.7% 6 Month -9.1% 1 Year -9% 3 Year 8.9% 5 Year 15% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2017 38.4% 2016 6.8% 2015 3.1% 2014 45.7% 2013 1.4% 2012 34.5% 2011 -25.4% 2010 13.1% 2009 72% 2008 -47.6% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure S Krishnakumar 1 Apr 15 3.59 Yr. Data below for Sundaram Diversified Equity Fund as on 31 Oct 18
Equity Sector Allocation
Sector Value Financial Services 27.65% Consumer Cyclical 15.93% Industrials 14% Technology 10.36% Basic Materials 10.02% Consumer Defensive 5.19% Health Care 4.67% Energy 2.44% Utility 2.24% Asset Allocation
Asset Class Value Cash 7.25% Equity 92.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cblo
CBLO | -7% ₹187 Cr ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK6% ₹151 Cr 4,261,114 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK4% ₹112 Cr 587,333
↑ 45,960 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5000344% ₹96 Cr 401,460 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 18 | 5327553% ₹82 Cr 1,108,641 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322153% ₹74 Cr 1,263,107 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 17 | 5325403% ₹71 Cr 365,962
↓ -23,208 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M3% ₹64 Cr 840,300 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM3% ₹64 Cr 1,070,287 State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN2% ₹62 Cr 2,212,480 11. BOI AXA Tax Advantage Fund
CAGR/Annualized return of 17.4% since its launch. Ranked 13 in ELSS category. Return for 2017 was 57.7% , 2016 was -1.2% and 2015 was 2.1% . BOI AXA Tax Advantage Fund
Growth Launch Date 25 Feb 09 NAV (20 Nov 18) ₹47.74 ↓ -0.27 (-0.56 %) Net Assets (Cr) ₹183 on 31 Oct 18 Category Equity - ELSS AMC BOI AXA Investment Mngrs Private Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 3.38 Sharpe Ratio -0.75 Information Ratio -0.17 Alpha Ratio -13.84 Min Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 13 ₹10,000 31 Oct 14 ₹14,087 31 Oct 15 ₹15,022 31 Oct 16 ₹16,518 31 Oct 17 ₹21,321 31 Oct 18 ₹18,452 Returns for BOI AXA Tax Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Nov 18 Duration Returns 1 Month 3.8% 3 Month -16.5% 6 Month -16.2% 1 Year -10.5% 3 Year 8.7% 5 Year 14.1% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 2017 57.7% 2016 -1.2% 2015 2.1% 2014 44% 2013 9.1% 2012 24.8% 2011 -24.1% 2010 5.9% 2009 2008 Fund Manager information for BOI AXA Tax Advantage Fund
Name Since Tenure Saurabh Kataria 29 Jun 13 5.34 Yr. Data below for BOI AXA Tax Advantage Fund as on 31 Oct 18
Equity Sector Allocation
Sector Value Financial Services 22.92% Technology 17.82% Consumer Cyclical 16.3% Industrials 13.09% Basic Materials 12.61% Health Care 8.95% Consumer Defensive 4.68% Energy 1.31% Asset Allocation
Asset Class Value Cash 2.34% Equity 97.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 18 | 5000345% ₹9 Cr 37,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK4% ₹8 Cr 41,000
↑ 6,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | INDUSINDBK4% ₹7 Cr 50,000
↑ 4,000 Vinati Organics Ltd (Basic Materials)
Equity, Since 30 Apr 17 | 5242004% ₹7 Cr 42,000
↑ 1,140 Sterlite Technologies Ltd (Technology)
Equity, Since 30 Nov 17 | STRTECH3% ₹6 Cr 150,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | KOTAKBANK3% ₹6 Cr 50,000 Aarti Industries Ltd (Basic Materials)
Equity, Since 31 Aug 14 | 5242083% ₹5 Cr 38,000 Graphite India Ltd (Industrials)
Equity, Since 31 Jul 17 | 5094883% ₹5 Cr 49,297 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 12 | MARUTI3% ₹5 Cr 7,000
↑ 1,000 Cblo
CBLO | -3% ₹5 Cr
Investment Modes in ELSS
SIP (Systematic Investment Plan) in ELSS
One can choose SIP as an investment mode for invest in Tax Saving Mutual Funds (ELSS) as certain amount is invested every month.
As shown in sample below-
| Month | Amount | Mode | |||
|---|---|---|---|---|---|
| April | 12,500 | SIP | May | 12,500 | SIP |
| June | 12,500 | SIP | July | 12,500 | SIP |
| August | 12,500 | SIP | September | 12,500 | SIP |
| October | 12,500 | SIP | November | 12,500 | SIP |
| December | 12,500 | SIP | January | 12,500 | SIP |
| Feburary | 12,500 | SIP | March | 12,500 | SIP |
| Total | 1,50,000 |
While investing through SIP method SIP benefits of Rupee Cost averaging are reaped as it scatter purchases every month and invest is made at an average price rather than at particular price which might be the case with Lumpsum Investments.
Lumpsum Investment in ELSS
As one might be saving in other tax saving intruments like ULIP, NSC, PF/EPF, insurance (under Sector 80c) one can decide whatever amount is needed to save tax after deducting other instruments and invest as Lumpsum purchases over the year or one time near end of Financial Year (Jan - Mar).
Tips to Invest in Best Tax Saving ELSS Funds
Invest in best ELSS Funds via a SIP (Systematic Investment Plan) in the beginning of the financial year (i.e. in April) and not when the financial year is ending.
Choose an ELSS Mutual Fund carefully among the list of best ELSS Funds, and invest in the same for a year instead of jumping to other tax saving ELSS funds every year.
Good ELSS returns can be achieved when invested for 5-7 years, so it is suggested not to pull out money once your lock-in ends after 3 years. Try holding it for a longer duration to earn better returns.
If you are a risk-averse investor and want a less-volatile fund, consider investing in a large-cap Mutual Fund.
How to Invest in ELSS Funds Online?
Open Free Investment Account for Lifetime at Fincash.com
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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