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Best Tax
saving ELSS
Mutual Funds
for 2015
Fund Size
Expense Ratio
Past Return
Fund
12.8%
Beta
Sortino
Ratio
Rs. 2,44,920
Rs. 1,00,000 Invested 5
years back
Rs 1,14,477
Rs. 1,000 SIP Invested 5
years back
Scheme Snapshot – To generate
income and long-term capital
appreciation from a diversified
portfolio of predominantly
equity and equity related
Securities. However, there can
be no assurance that the
investment objective of the
Scheme will be achieved.
0.85
AXIS Long Term Equity Fund (G)
0.18
Rs 5129.7 Crore
2.46%
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
14.1% 30.9% 19.6%
4% 32.3% 26.6%SIP
S&P BSE Sensex -5.1% 6.4%
Fund Size
Expense Ratio
Past Return
Fund
12.8%
Beta
Sortino
Ratio
Rs 1,71,440
Rs 1,00,000 Invested 5
years back
Rs 1,00,787
Rs 1,000 SIP Invested 5
years back
Scheme Snapshot – Long term
growth, through a portfolio with
a target allocation of 80%
equity, 20% debt and money
market securities. An Equity
Linked Saving Scheme (ELSS)
under Section 88 of the Income
Tax Act.
0.91
Birla Sun Life Tax Relief '96 (G)
0.16
Rs. 1964.6 Crore
2.36%
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
16.9% 26.2% 11.4%
3.2% 27.6% 21.2%SIP
S&P BSE Sensex -5.1% 6.4%
Fund Size
Expense Ratio
Past Return
Fund
12.8%
Beta
Sortino
Ratio
Rs 1,96,497
Rs 1,00,000 Invested 5
years back
Rs 99,741
Rs 1,000 SIP Invested 5
years back
Scheme Snapshot – To generate
long-term capital growth from a
diversified and actively
managed portfolio of equity
and equity related securities
along with income tax rebate,
as may be prevalent from time
to time.
0.86
BNP Paribas Long Term Equity Fund (G)
0.14
Rs. 391.28 Crore
2.61%
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
9.8% 24.1% 14.4%
-1.9% 24.3% 20.8%SIP
S&P BSE Sensex -5.1% 6.4%
Fund Size
Expense Ratio
Past Return
Fund
12.8%
Beta
Sortino
Ratio
Rs 1,85,917
Rs 1,00,000 Invested 5
years back
Rs 98,255
Rs 1,000 SIP Invested 5
years back
Scheme Snapshot – To
generate long-term capital
growth from a diversified
portfolio of predominantly
equity and equity related
securities.
0.83
IDFC Tax Advantage (ELSS) Fund (G)
0.17
Rs. 345.8 Crore
2.88%
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
10.7% 24.3% 13.2%
-0.9% 24% 20.1%SIP
S&P BSE Sensex -5.1% 6.4%
Fund Size
Expense Ratio
Past Return
Fund
12.8%
Beta
Sortino
Ratio
Rs 1,89,142
Rs 1,00,000 Invested 5
years back
Rs 1,02,430
Rs 1,000 SIP Invested 5
years back
Scheme Snapshot – To generate
long-term capital appreciation
from a portfolio that is invested
predominantly in equity and
equity related instruments.
1
Reliance Tax Saver (ELSS) Fund - (G)
0.10
Rs. 1964.6 Crore
2.45%
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
-0.9% 25.8% 13.6%
-14.8% 26.9% 21.9%SIP
S&P BSE Sensex -5.1% 6.4%
Advisory Fees Rs. 365 Per
Annum
Customized advise only for you
Unlimited Long Term Investment
Advise
Tax efficient portfolio design
No Minimum investment
Regular Review and Rebalancing
Substantial Savings in Commission
( Optional)
We Offer
Customized , unbiased Wealth
Management
@Rs. 1 per day
Risk Profiling
Knowing-
Risk Capacity- How
much Risk you can
afford to take
Risk Attitude- How
much Risk you want to
take
Financial Goals
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All Financial Goals of
the life
The Inflation adjusted
amount required to
meet them
Right Portfolio
Investment Products
right as per risk profile
Portfolio which is tax
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& Commission
With Nil hidden costs
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Of Portfolio and
Markets
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required
1 2 3 4 5
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shares for your
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Monthly basis
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and Sell any product
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portfolio
What You get@ Rs 1
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We don't Push Products to our Customers Like Agents or Brokers, for commissions
or brokerages. You can continue buying and selling with your current Broker or
Agent. However you can also transact through us at substantial low Cost.
You can manage your account from anywhere through multiple support points
We advice on almost all Financial Products except banking accounts. You can
transact in all products through us. Our technology will ensure superior Experience
Why AdviseSure
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Interimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance CompanyInterimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
 

4 best tax saving elss mutual funds for 2015

  • 2. Fund Size Expense Ratio Past Return Fund 12.8% Beta Sortino Ratio Rs. 2,44,920 Rs. 1,00,000 Invested 5 years back Rs 1,14,477 Rs. 1,000 SIP Invested 5 years back Scheme Snapshot – To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity related Securities. However, there can be no assurance that the investment objective of the Scheme will be achieved. 0.85 AXIS Long Term Equity Fund (G) 0.18 Rs 5129.7 Crore 2.46% 1 Year CAGR 3 Year CAGR 5 Year CAGR 14.1% 30.9% 19.6% 4% 32.3% 26.6%SIP S&P BSE Sensex -5.1% 6.4%
  • 3. Fund Size Expense Ratio Past Return Fund 12.8% Beta Sortino Ratio Rs 1,71,440 Rs 1,00,000 Invested 5 years back Rs 1,00,787 Rs 1,000 SIP Invested 5 years back Scheme Snapshot – Long term growth, through a portfolio with a target allocation of 80% equity, 20% debt and money market securities. An Equity Linked Saving Scheme (ELSS) under Section 88 of the Income Tax Act. 0.91 Birla Sun Life Tax Relief '96 (G) 0.16 Rs. 1964.6 Crore 2.36% 1 Year CAGR 3 Year CAGR 5 Year CAGR 16.9% 26.2% 11.4% 3.2% 27.6% 21.2%SIP S&P BSE Sensex -5.1% 6.4%
  • 4. Fund Size Expense Ratio Past Return Fund 12.8% Beta Sortino Ratio Rs 1,96,497 Rs 1,00,000 Invested 5 years back Rs 99,741 Rs 1,000 SIP Invested 5 years back Scheme Snapshot – To generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities along with income tax rebate, as may be prevalent from time to time. 0.86 BNP Paribas Long Term Equity Fund (G) 0.14 Rs. 391.28 Crore 2.61% 1 Year CAGR 3 Year CAGR 5 Year CAGR 9.8% 24.1% 14.4% -1.9% 24.3% 20.8%SIP S&P BSE Sensex -5.1% 6.4%
  • 5. Fund Size Expense Ratio Past Return Fund 12.8% Beta Sortino Ratio Rs 1,85,917 Rs 1,00,000 Invested 5 years back Rs 98,255 Rs 1,000 SIP Invested 5 years back Scheme Snapshot – To generate long-term capital growth from a diversified portfolio of predominantly equity and equity related securities. 0.83 IDFC Tax Advantage (ELSS) Fund (G) 0.17 Rs. 345.8 Crore 2.88% 1 Year CAGR 3 Year CAGR 5 Year CAGR 10.7% 24.3% 13.2% -0.9% 24% 20.1%SIP S&P BSE Sensex -5.1% 6.4%
  • 6. Fund Size Expense Ratio Past Return Fund 12.8% Beta Sortino Ratio Rs 1,89,142 Rs 1,00,000 Invested 5 years back Rs 1,02,430 Rs 1,000 SIP Invested 5 years back Scheme Snapshot – To generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. 1 Reliance Tax Saver (ELSS) Fund - (G) 0.10 Rs. 1964.6 Crore 2.45% 1 Year CAGR 3 Year CAGR 5 Year CAGR -0.9% 25.8% 13.6% -14.8% 26.9% 21.9%SIP S&P BSE Sensex -5.1% 6.4%
  • 7. Advisory Fees Rs. 365 Per Annum Customized advise only for you Unlimited Long Term Investment Advise Tax efficient portfolio design No Minimum investment Regular Review and Rebalancing Substantial Savings in Commission ( Optional) We Offer Customized , unbiased Wealth Management @Rs. 1 per day
  • 8. Risk Profiling Knowing- Risk Capacity- How much Risk you can afford to take Risk Attitude- How much Risk you want to take Financial Goals Knowing- All Financial Goals of the life The Inflation adjusted amount required to meet them Right Portfolio Investment Products right as per risk profile Portfolio which is tax efficient Buy/ Sell With least Brokerage & Commission With Nil hidden costs Regular Monitoring Of Portfolio and Markets Rebalance Investments when required 1 2 3 4 5 Right Process Know Best 5 shares for your Risk Profile Start Now
  • 9. Wealth Creation Advice Monthly Savings Advice Tax Saving Investments Portfolio Restructuring Advice Goal Planning Online Transaction In case you want to invest Lump Sum In case you want to invest On Monthly basis In case you want to Make Tax Saving Investments In case you want to Buy and Sell any product In case you want to Plan your Financial Goals If you want to Restructure your portfolio What You get@ Rs 1
  • 10. Simple & Easy Paperless Process Multiproduct Cost Effective Online Access Our Simple and easy Personal Finance Tools & self-help process, ensures that you take Better control of your entire Finance in 7 Minutes , to your satisfaction. Invest and Manage Online , on a Single Click. No need to Fill boring Physical forms and storing statements. Manage Your Finance with easy and simple back office.. We don't Push Products to our Customers Like Agents or Brokers, for commissions or brokerages. You can continue buying and selling with your current Broker or Agent. However you can also transact through us at substantial low Cost. You can manage your account from anywhere through multiple support points We advice on almost all Financial Products except banking accounts. You can transact in all products through us. Our technology will ensure superior Experience Why AdviseSure
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