Monday, March 2, 2015

Reliance Tax Saver Fund

Reliance Tax Saver Fund - Invest Online

The scheme aims to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

 

 

Reliance Tax Saver is the topper of the category in the last year, beating most of its illustrious peers by a handsome margin of over 20 per cent. The fund tops the three-year performance chart, too. Its strategy of betting heavily on mid- and small-cap stocks paid off handsomely in a rising market last year.

However, the fund is not meant for the faint-hearted investor for the same reason as its portfolio, titled towards mid- and small-caps, could be a cause for concern during a market meltdown. Mid- and small-cap stocks tend to fall faster than large-cap stocks during downturns in the market. But investors with an experience of handling volatility can surely bet on this fund. It has proved its mettle regularly after it turned around five years ago. Barring a listless performance in 2013, it has always found a place among top performers. In fact, the surge in its asset size reflects the confidence investors have placed in the fund.

The investment strategy of the fund is to maintain a balanced portfolio across market-caps and sectors, with a focus on companies with superior growth potential. The portfolio is constructed with a medium-to-long-term perspective. It also uses the mandatory three-year lock-in period to its advantage by investing in stock ideas which it believes would play out over a period of time. The fund primarily adopts a buy-and-hold strategy as its emphasis is on long-term wealth creation. Grab it if you are ready to take extra risk for extra returns.


 
Best Tax Saver Mutual Funds or ELSS Mutual Funds for 2015

1.ICICI Prudential Tax Plan

2.Reliance Tax Saver (ELSS) Fund

3.HDFC TaxSaver

4.DSP BlackRock Tax Saver Fund

5.Religare Tax Plan

6.Franklin India TaxShield

7.Canara Robeco Equity Tax Saver

8.IDFC Tax Advantage (ELSS) Fund

9.Axis Tax Saver Fund

10.BNP Paribas Long Term Equity Fund

You can invest Rs 1,50,000 and Save Tax under Section 80C by investing in Mutual Funds

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For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

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