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Aditya Birla Sun Life Tax Relief 96-Growth

Description:

The scheme seeks long-term capital growth and will invest approximately 80 per cent of its assets in equity, while the balance would be a invested in debt and money market instrument. It was converted to an open-ended scheme with effect from July 1999. A combination of top down & bottom up approach will be followed in the stock selection process.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 10.21% 0.52 -57.55%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 10.21%
Sharpe 0.52
DD -57.55%
Risk Score
1 2 3 4 5

Description:

The scheme seeks long-term capital growth and will invest approximately 80 per cent of its assets in equity, while the balance would be a invested in debt and money market instrument. It was converted to an open-ended scheme with effect from July 1999. A combination of top down & bottom up approach will be followed in the stock selection process.
Reliance Tax Saver (ELSS) Fund-Growth

Description:

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

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 12.84% 0.65 -60.01%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 12.84%
Sharpe 0.65
DD -60.01%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.
Mirae Asset Tax Saver Fund - Regular Plan-Growth

Description:

The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 18.10% 1.34 -13.16%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 18.10%
Sharpe 1.34
DD -13.16%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
HDFC Taxsaver Fund-Growth

Description:

The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 24.01% 1.15 -59.89%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 24.01%
Sharpe 1.15
DD -59.89%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
L&T Tax Advantage Fund-Growth

Description:

The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 13.03% 0.71 -56.54%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 13.03%
Sharpe 0.71
DD -56.54%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.
Aditya Birla Sun Life Tax Relief 96-Dividend

Description:

The scheme seeks long-term capital growth and will invest approximately 80 per cent of its assets in equity, while the balance would be a invested in debt and money market instrument. It was converted to an open-ended scheme with effect from July 1999. A combination of top down & bottom up approach will be followed in the stock selection process.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 23.33% 0.96 -70.21%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 23.33%
Sharpe 0.96
DD -70.21%
Risk Score
1 2 3 4 5

Description:

The scheme seeks long-term capital growth and will invest approximately 80 per cent of its assets in equity, while the balance would be a invested in debt and money market instrument. It was converted to an open-ended scheme with effect from July 1999. A combination of top down & bottom up approach will be followed in the stock selection process.
Axis Long Term Equity Fund-Growth

Description:

The scheme aims to generate regular long term capital growth from a diversified portfolio of equity and equity related securities. The Scheme Will invest in companies with strong growth & a sustainable business model.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 16.80% 1.29 -19.20%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 16.80%
Sharpe 1.29
DD -19.20%
Risk Score
1 2 3 4 5

Description:

The scheme aims to generate regular long term capital growth from a diversified portfolio of equity and equity related securities. The Scheme Will invest in companies with strong growth & a sustainable business model.
Tata India Tax Savings Fund-Dividend

Description:

The scheme seeks long-term capital growth. Investments in equity would be at least 80 per cent of the corpus, while allocation to debt and money market instruments can go up to 20 per cent.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 19.00% 0.80 -69.02%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 19.00%
Sharpe 0.80
DD -69.02%
Risk Score
1 2 3 4 5

Description:

The scheme seeks long-term capital growth. Investments in equity would be at least 80 per cent of the corpus, while allocation to debt and money market instruments can go up to 20 per cent.
ICICI Prudential Long Term Equity Fund (Tax Saving)-Growth

Description:

The scheme seeks long-term capital appreciation by investing approximately 90 per cent of the investments in equity instruments, while the balance 10 per cent would be a parked in debt and money market instrument and cash ( Including-money at call).

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 19.39% 0.88 -66.02%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 19.39%
Sharpe 0.88
DD -66.02%
Risk Score
1 2 3 4 5

Description:

The scheme seeks long-term capital appreciation by investing approximately 90 per cent of the investments in equity instruments, while the balance 10 per cent would be a parked in debt and money market instrument and cash ( Including-money at call).
UTI Long Term Equity Fund-Growth

Description:

An open-ended equity fund investing a minimum of 80% in equity related instruments. It Aims at enabling members to avail tax rebate under Section 80C of the IT Act and provide them with the benefits of growth.

Key Highlights:

Category Performance Sharpe DD
Equity: ELSS 10.24% 0.55 -59.93%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: ELSS
Performance 10.24%
Sharpe 0.55
DD -59.93%
Risk Score
1 2 3 4 5

Description:

An open-ended equity fund investing a minimum of 80% in equity related instruments. It Aims at enabling members to avail tax rebate under Section 80C of the IT Act and provide them with the benefits of growth.

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