§ Actively managed Diversified Equity Fund
§ Portfolio consisting of fundamentally strong companies with high growth potential across sectors
§ No Market Cap bias
§ Minimum 80% Investment in equity & equity related securities
§ Top Down Portfolio Strategy
§ Portfolio seeks opportunities based on overall macroeconomic and sector strategy
§ Actively seeks valuation & tactical opportunities created by company specific, industry specific and market specific developments.
§ 'Stock Picker's Delight ' -Well Researched and Growth Oriented companies
§ Key attributes for stocks in the portfolio will be following:
§ Good management quality
§ Strong business models
§ High efficiency of capital use
§ Earnings visibility
§ Diligent Risk Management
§ Rigorous monitoring of Parameters like Liquidity, Sectoral exposure etc
| ELSS |
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| Fund / Benchmarks | Rating | AAUM (Rs Cr) | NAV | Returns (%) and Rankings as on June 29, 2016 | |||||||||||||
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| 31-Mar-16 | Rs | 15 Days | 1 Month | 2 Months | 3 Months | 6 Months | 1 Year | 2 Years | |||||||
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| Return % | Rank | Return % | Rank | Return % | Rank | Return % | Rank | Return % | Rank | Return % | Rank | Return % | Rank |
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| Peer Group Average / No of Funds |
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| 1.92 | 23 | 2.49 | 23 | 5.10 | 23 | 9.75 | 23 | 2.92 | 23 | 2.94 | 23 | 12.47 | 23 |
| Peer Group Max |
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| 4.36 |
| 5.84 |
| 7.01 |
| 12.92 |
| 6.16 |
| 10.75 |
| 19.07 |
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| Peer Group Min |
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| 0.76 |
| 1.00 |
| 2.11 |
| 7.40 |
| -0.46 |
| -3.39 |
| 4.06 |
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| Tata India Tax Savings Fund | «««« | 245.81 | 63.95 | 2.08 | 10 | 3.24 | 6 | 6.13 | 6 | 11.29 | 5 | 3.46 | 8 | 10.75 | 1 | 17.44 | 3 |
| ICICI Prudential Long Term Equity Fund (Tax Saving) | ««« | 2739.59 | 282.46 | 4.36 | 1 | 5.84 | 1 | 7.01 | 1 | 12.92 | 1 | 3.86 | 7 | 8.25 | 2 | 10.67 | 14 |
| DSP BlackRock Tax Saver Fund | «««« | 1056.13 | 33.95 | 2.12 | 9 | 2.44 | 11 | 5.99 | 7 | 11.09 | 6 | 5.91 | 2 | 6.89 | 3 | 13.90 | 9 |
| Birla Sun Life Tax Relief 96 | «««« | 1908.73 | 132.68 | 1.60 | 17 | 1.27 | 21 | 3.92 | 20 | 8.52 | 19 | 3.16 | 10 | 5.46 | 4 | 17.63 | 2 |
Top 10 Tax Saver Mutual Funds to invest in India for 2016
Best 10 ELSS Mutual Funds in india for 2016
1. BNP Paribas Long Term Equity Fund
2. Axis Tax Saver Fund
3. Franklin India TaxShield
4. ICICI Prudential Long Term Equity Fund
5. IDFC Tax Advantage (ELSS) Fund
6. Birla Sun Life Tax Relief 96
7. DSP BlackRock Tax Saver Fund
8. Reliance Tax Saver (ELSS) Fund
9. Religare Tax Plan
10. Birla Sun Life Tax Plan
Invest in Best Performing 2016 Tax Saver Mutual Funds Online
For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call
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