SlideShare a Scribd company logo
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%
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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
  • 11. Disclaimer "This message may contain confidential, proprietary or legally privileged information. It should not be used by anyone who is not the original intended recipient. If you have erroneously received this message, please delete it immediately and notify the sender. The recipient acknowledges that AdviseSure.com or its subsidiaries and associated companies, (collectively "AdviseSure "), are unable to exercise control or ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmissions and further acknowledges that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of AdviseSure. “Any document which is prepared by the research team of AdviseSure.com or its subsidiaries is circulated for purely information purpose only to the authorized recipient and should not be replicated or quoted or circulated to any person/corporate or legal entities in any form. This document/documents/reports/opinion should not be interpreted as an Investment /taxation/ legal advice. While the information contained in the report has been procured in good faith, from sources considered to be reliable, all statement/statements/opinion/opinions/view/views in the report should not be considered to be complete or accurate. Therefore, it should only be relied upon at the recipients of this mail’s own risk. AdviseSure Investment Advisors is India’s first only Advise platform where we help individual, managing his personal finance. AdviseSure Investment Advisors is part of AdviseSure Ventures Private limited. AdviseSure Investment Advisors is a SEBI registered Investment Advisor and its associate/group company empanelled with AMFI as a distributor .You can execute transactions with your banker, broker or agent/ financial intermediary . We also offer transaction services through various associations, at a substantially lesser cost to our clients as compared to other financial intermediaries, so that you start your financial plan with AdviseSure Investment Advisors is a safe and secure platform. Our recommendations rely on historical data. Historical/ past performance is not a guarantee of future returns. The information and views presented here are prepared by AdviseSure Investment Advisors. The information contained herein is based on our analysis and upon sources that we consider reliable. We, however, do not vouch for the accuracy or the completeness thereof. This material is for personal information and we are not responsible for any loss incurred based upon it. This document is solely for the personal information of the recipient. The investments discussed or recommended here may not be suitable for all investors. Investors must make their own investment decisions based on their specific investment objectives and financial position and using such independent advice, as they believe necessary. While acting upon any information or analysis mentioned here, investors may please note that neither AdviseSure Investment Advisors nor any person connected with any associated companies of AdviseSure Investment Advisors , accepts any liability arising from the use of this information and views mentioned here. Each recipient of this document should make such investigations as they deem necessary to arrive at an independent evaluation of an investment in the securities of the companies referred to in this document (including the merits and risks involved), and should consult their own advisors to determine the merits and risks of such an investment. AdviseSure Investment Advisors CORPORATE OFFICE : Level 8, Vibgyor Towers, G Block, C62,Bandra Kurla Complex, Mumbai 400 098, India ------------- Website : www.advisesure.com Email: care@advisesure.com