ELSS Mutual Funds
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The choice to invest, is always subjective to the individual. Wealth generation, tax-saving and security are significant outcomes for any type of investment. This is why investments have increased over the past few years in India.
One such type of investment that serves the purpose of wealth generation and tax saving option is ELSS mutual funds or equity-linked saving scheme. ELSS significantly fulfills the criteria of investment. Here’s a look at the advantages of ELSS Mutual Funds:
Advantages of ELSS Mutual Funds:
ELSS funds is primarily a tax-saving mutual fund. The only difference between tax saving ELSS mutual funds and other mutual funds is the lock-in period. Unlike other mutual funds where the investor can withdraw units at any time. In tax saving ELSS mutual funds, the investment is locked in for 3 years which is another way is a good option for untouched investments.
Call to get help from an expert.
or call us at 997 100 9292 / 882 689 6236
Call to get help from an expert.
or call us at 997 100 9292
Fund Name | Category | 1Y | 3Y | 5Y |
---|---|---|---|---|
Mirae Asset Tax Saver Fund-Regular Plan-Growth | Tax Savings | 83.48% | 17.10% | 21.36% |
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth | Tax Savings | 71.38% | 17.49% | 17.15% |
JM Tax Gain Fund - Growth option | Tax Savings | 67.65% | 13.33% | 16.93% |
DSP Tax Saver Fund - Regular Plan - Growth | Tax Savings | 74.85% | 13.15% | 16.08% |
Axis Long Term Equity Fund - Regular Plan - Growth | Tax Savings | 54.23% | 14.70% | 15.93% |
Kotak Tax Saver-Scheme-Growth | Tax Savings | 68.62% | 13.35% | 15.38% |
Tata India Tax Savings Fund-Growth-Regular Plan | Tax Savings | 64.62% | 10.96% | 14.83% |
UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option | Tax Savings | 71.49% | 12.03% | 13.82% |
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth | Tax Savings | 74.68% | 11.35% | 13.50% |
BNP Paribas Long Term Equity Fund - Growth Option | Tax Savings | 55.14% | 12.32% | 12.87% |
*The order of funds do not suggest any recommendations. The investor may choose the funds as per their goals. Returns are subject to change.
Investing in mutual funds might be a cumbersome task for an amateur investor. In case you are finding it difficult and not able to decide which fund is the best for your requirements, then reach out to us. We offer only handpicked funds from experts.
We intend to provide you the best financial solutions that make us stand ahead of the league. With a team of passionate professionals who have garnered years of acumen and expertise, we are here to turn your dreams into reality. Echoing the diverse need of customers, we walk the extra mile by creating customized portfolios for every customer.
It’s not important what you have, but how you manage is important. What we recommend will save you the most
Dreams don’t work until you plan carefully and balancing your money is the key to having enough investment.
You can’t change number of hours in day but with us you can save hours of effort to create a realistic financial plan.
Out here we disclose our earnings and work for our client wealth maximization so that they can achieve their financial goals.
Call to get help from an expert.
or call us at 997 100 9292 / 882 689 6236
A financial framework of mutual resources showcasing investments of numerous investors in various forms of securities is known as Mutual Fund. Here, investors are enabled with certain units that share profits and losses in proportion to their investments. Mutual Funds have an array of schemes that outline different objectives and is to registered under the Securities and Exchange Board of India (SEBI).
These are the pooled investments that are managed by experts having exemplary expertise on how the industry works. Along with your money, the money invested by the various investors called corpus is invested in various financial securities. Be it shares, money market instruments, or debentures, the profits generated are distributed among the investors in proportion to your investments.
Your Mutual Fund investments have the potential to earn returns as follows:
Mutual Funds could be your go-to place for financial security. They are flexible and you can get higher returns from smaller investments. Whether you invest lump sum amount one time or invest a small amount consistently, you can generate profits and find it convenient for your needs. Besides, mutual funds have options such as the Systematic Investment Plan (SIP) and Systematic Withdrawal Plan (SWP) which can prove beneficial for your financial liabilities.
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Note: Distributors and post offices are not at all responsible for the performance of the funds. Also, do not believe in incentives and gifts related to a fund.
* Note: This service applies only to Indian NRIs leaving in other countries. This service does not apply to other countries citizens.
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Endowment plans are the life insurance policies that serve two purposes. An endowment insurance can be used to build a risk-free savings account that protects the family financially in the event of an emergency. An endowment plan’s clarity makes it a profitable savings strategy for everyone. An endowment policy serves as a financial safety net for the policyholder and his or her family.
ULIP enables the best of both worlds by offering the twin benefits of life insurance and market-linked returns. Hence, you have the opportunity to invest your money to earn higher returns, while taking care of your protection needs.
Reduce income tax on the amount of money you invest with a life insurance policy. Section 80C of the ITA permits tax deductions on premiums and payouts of life or term insurance plans. Premiums paid towards your life insurance will not be taxed if they are under a total of ₹1.5 lakhs. Section 10(10D) of the ITA allows any payouts received under a life insurance policy to be exempt from tax.
Senior Citizens Savings Schemes can be availed by any individual above the age of 60 years. They are effective savings options for the long term and offer attractive features and unmatched security.
Why to invest?
Senior Citizens Savings Schemes can be availed by any individual above the age of 60 years. They are effective savings options for the long term and offer attractive features and unmatched security.
Some of the main benefits of the scheme are:
National Saving Certificate (NSC), a part of the Indian Postal Service is a type of savings bond provided by the Indian Government used for small tax savings.
National Saving Certificate Benefits:
Sukanya Samriddhi Yojana (SSY) is a savings scheme launched back in 2015 as part of the Government initiative Beti Bachao, Beti Padhao campaign. This scheme enables guardians to open a savings account for their girl child with an authorized commercial bank or India Post branch.
Double Tax Benefits:
Public Provident Fund Scheme is a Central Government scheme, framed under the PPF Act of 1968. Thus we can say PPF is a government backed, long term Small Savings Scheme. The Scheme offers an investment avenue with decent returns coupled with income tax benefits.
PPF Product Features:
National Pension System (NPS) is a defined contribution based pension scheme wherein the subscriber contributes to his/her account regularly. Any Citizen of India with age between 18 to 65 years can join NPS. Under NPS, individual savings are pooled in to a pension fund which are invested by PFRDA regulated professional fund managers as per the approved investment guidelines in to the diversified portfolios comprising of Government Bonds, Bills, Corporate Debentures and Shares.
![]() FeaturesChoice of fund option |
![]() Tax Benefits & Pension PlanningVarious Tax Benefits available u/s 80 CCD 2 upto 1,50,000/- + upto Rs 50,000/- u/s 80 CCD 1 (B) as well as plan for retirement income. |
![]() Ease of accessThe NPS account can be managed online. Once NPS account is opened, online access credentials is provided by CRA (KARVY). Subscriber can login and view/manage his NPS account online. |
ELSS or Equity Linked Savings SchemesELSS Funds – Invest in Tax Saving Mutual Funds & Save Upto ₹46,800 in Taxes
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INVEST IN TAX SAVING FUNDS & SAVE TAX UP TO₹46,800Invest before 31st March to claim 80C benefit |