Vijay Powerful Tax Saver cum Pension Fund Portfolio+0.1%

-4.0%
1 Year Return
Equity
ELSS
3.0 star
1Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Mirae Asset Tax Saver Fund - Regular - Growth20.0%3 star2.34%500
IDFC Tax Advantage (ELSS) Fund - Regular - Growth20.0%5 star2.30%500
Motilal Oswal MOSt Focused Long Term Fund - Regular - Growth20.0%4 star2.34%500
L&T Tax Advantage Fund - Regular - Growth20.0%4 star2.15%500
Principal Tax Savings Fund20.0%4 star2.62%500

Description

Purpose: This portfolio is ideally suited for those investors who wish to save income tax under Sec 80C.

Duration: 3+ years

Rationale: The funds in this portfolio have a 3-year lock in period. Since these funds have a low portfolio churn (i.e., buying and selling of the underlying stocks), they are ideal for retirement or pension focused long term investments

Returns
Fund
1Y
3Y
5Y
Vijay Powerful Tax Saver cum Pension Fund Portfolio
-4.0%
NA
NA

SIP Calculator

I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with -4.0% annual returns

    Other Details

    Vijay Powerful Tax Saver cum Pension Fund Portfolio

    RiskModerately High
    Min SIP Amount₹2500
    Created ByVijaya Bhaskar K
    Expense Ratio2.39%
    Min Lumpsum Amount₹2500
    Created8 Oct 2017
    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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