Growth with moderate Risk and High Tax Efficiency

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Birla Sun Life Equity Savings Fund

Growth with moderate risk and high tax efficiency

 

Particulars Non Equity Taxation   Equity Taxation   Investment Amount 10,000   10,000   Assumed pre-tax annualised returns 9.00%   9.00%   Interest earned after 1 year 900   900   Amount withdrawable after 1 year 10,900   10,900   Taxable Income / Gains 900   900   Applicable Tax Rate* 33.99%   0%   Tax Liability 305.91   0   Post Tax Gains 594.09   900   Post Tax Annualised Yield 5.94%   9.00%

 

Given the tax advantage, Birla Sun Life Equity Savings Fund can generate potentially higher post tax returns as compared to non equity investments.

*Higher tax bracket assumed for Applicable Tax Rate in respective investment categories (Equity & non Equity). Investors are advised to consult their tax advisor in view of individual nature of tax benefits.

 

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