Which is best ELSS Mutual Fund ? Which fund performance is very good for Tax saving SIP Investment.
Here we will assumed that investor have invest on 7th of each month through SIP, What is current valuation of their SIP Investment.
If you invested 1000 every month in ELSS Fund
| Fund Name | 1 yr 12000 |
2 yr 24000 |
3 yr 36000 |
4 yr 48000 |
5 yr 60000 |
| Reliance Tax Saver (ELSS) (G) | 12,806 | 25,139 | 42,173 | 64,705 | 80,539 |
| BNP Paribas Tax Advantage Plan (G) | 12,568 | 25,127 | 40,947 | 59,546 | 70,644 |
| Franklin India Tax Shield (G) | 12,480 | 25,228 | 42,319 | 64,435 | 81,365 |
| Can Robeco Eqty TaxSaver (G) | 12,397 | 24,566 | 41,729 | - | - |
| HDFC Long Term Advantage (G) | 12,303 | 24,357 | 41,181 | 62,907 | 78,274 |
| Sahara Taxgain (G) | 12,293 | 24,159 | 40,232 | 62,441 | 79,924 |
| Axis Long Term Equity Fund (G) | 12,242 | 24,884 | - | - | - |
| ICICI Pru Tax Plan (G) | 12,234 | 24,028 | 41,197 | 64,619 | 81,093 |
| HDFC Tax Saver (G) | 12,196 | 23,923 | 40,769 | 63,747 | 79,957 |
| Fidelity Tax Advantage (G) | 12,084 | 23,896 | 40,573 | 62,575 | 79,157 |
| DSP-BRTax Saver Fund (G) | 12,125 | 23,227 | 38,456 | 58,079 | 72,799 |
| Taurus Tax Shield (G) | 11,827 | 22,956 | 37,605 | 57,535 | 74,840 |
| SBI Magnum Tax Gain (G) | 12,391 | 23,956 | 38,473 | 57,144 | 70,409 |
| Sundaram Tax Saver (G) | 12,373 | 23,785 | 37,884 | 56,190 | 71,311 |
| Kotak Tax Saver (G) | 12,153 | 23,426 | 38,207 | 56,176 | 68,035 |
| UTI Equity Tax Saving (G) | 12,029 | 23,433 | 37,886 | 55,303 | 67,950 |
| Principal Tax Savings | 12,352 | 23,276 | 36,926 | 52,236 | 60,947 |
| Tata Tax Saving Fund | 11,358 | 22,383 | 34,900 | 49,863 | 59,966 |
* Valuation as on 1 Apr 12
** SIP date every month 7th for calculation
* can robeco 3 yr data available only
For your Investment in SIP Mutual Fund
call Rajendra 800 775 0904
mail - bonanza42a@yahoo.in
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