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ELSS- tax saving

Best tax saving investments

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ELSS- tax saving

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  1. Saving Taxes With High Returns Complete Guide

  2. Features of ELSS Mutual Fund Investing more than 65% of its corpus in Equities and equity related products Asset Class Twin Benefits • Tax saving u/s 80C upto investment of Rs 2 Lacs • Wealth creation Choice of Investing • Growth - Profits added back to the basic Value of investment • Dividend - Profits paid out to investor Misc. Features • Minimum Investment amount is Rs 5,000 • Lock-in Period of 3 years

  3. Benefits of investing in ELSS Deduction u/s 80C upto Rs 2 Lacs Returns are Tax Free Tax Saving Higher Returns of Stock Market Long Term Investing Approach Wealth Creation

  4. Return of ELSS- Comparison 350 Rs. 100 Invested, Since October 2009 Rs 294 300 250 200 Rs 168 150 Rs 160 100 50 0 Jul-10 Jul-11 Jul-12 Jul-13 Jul-14 Oct-09 Oct-10 Oct-11 Oct-12 Oct-13 Oct-14 Apr-10 Apr-11 Apr-12 Apr-13 Apr-14 Apr-15 Jan-10 Jan-11 Jan-12 Jan-13 Jan-14 Jan-15 PPF Reliance Tax Saver (ELSS) BSE 100 Return calculated as on 30 April 2015 Source- AdviseSure.com Research

  5. 5 Critical Things to Look before Investing in ELSS ✓ Historical performance- We need to assess the historical performance / track record of the scheme to ascertain its future returns ✓ Credit Rating- ELSS schemes are rated by rating agencies on the basis of the risk and return factors associated with a particular scheme. It is recommended to opt for schemes with high ratings ✓ Fund size- Consider the fund size i.e. the asset under management (AUM) before finalizing your scheme. Schemes with more than Rs.75-100cr AUM indicate considerate investor confidence ✓ Transaction costs - Transaction cost and asset management fees of a scheme should be compared with other schemes ✓ Risk associated- Also keep in mind the element of risk, depending on the sectors (equity stocks) in which the scheme is investing. Look out for ratios like Sharpe ratio, Sortino ratio etc to ascertain risk adjusted performance

  6. ELSS- Suggested Schemes Age 25-30 Age 30-40 Age 40-55 Age 55 and Above HDFC Long Term Advantage Fund Birla Sun Life Tax Relief 96 Axis Long Term Equity Fund Franklin India Taxshield Fund Canara Robeco Equity Tax Saver Fund Reliance Tax Saver Fund HDFC Taxsaver Fund Kotak Tax Saver SBI Magnum Taxgain Scheme DSP BlackRock Tax Saver Fund Sundaram Taxsaver Any Two out of Three Any Two out of Three Any Two out of Three For More personalized Recommendation Visit www.advisesure.com Portfolio Suggestion as on 1stMay 2015

  7. We Offer Advisory Fees Rs. 365 Per Annum Customized advise only for you Regular Review and Rebalancing Customized , unbiased Wealth Management @Rs. 1 per day Unlimited Long Term Investment Advise Tax efficient portfolio design No Minimum investment Substantial Savings in Commission ( Optional)

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