|Fund Name||Percentage||Rating||Expense Ratio||Min SIP Amount|
|Reliance Tax Saver (ELSS) Fund - Direct - Growth||33.3%||2 star||1.33%||₹500|
|IDFC Tax Advantage (ELSS) Fund - Direct - Growth||33.3%||4 star||1.18%||₹500|
|Aditya Birla Sun Life Tax Relief 96 - Direct - Growth||33.3%||5 star||1.11%||₹500|
Purpose: Invest in this portfolio if you want to save tax under section 80C. Both the investments and returns are tax-exempt upto a limit of 1.5L under section 80C.
Ideal way of investing: Lumpsum
How much to invest: Total for the year should be 1.2 Lac, rest can be your EPF, etc.
Ideal investment duration: 5+ years
Rationale: Has only Tax Saving ELSS funds. Diversified across top performing mutual funds. Selected Reliance Tax Saver Fund because it generated highest returns with high risk. IDFC Tax Advantage (ELSS) Fund because of it generated highest risk-adjusted returns in this category. Birla Sun Life Tax Relief 96 has a focus on MNC which have given very good returns.
|Min SIP Amount||₹1500|
|Created By||Ishan Bansal|
|Min Lumpsum Amount||₹1500|
|Created||21 Dec 2017|
2nd Floor, Padmavati Complex,
Koramangala, Bengaluru 560095