Review of Sundaram Tax Saver

 

 

https://sites.google.com/site/mutualfundapplications/tax-saving-mutual-funds-elss 

 

Investment Details
Basics Min Investment (Rs) 500 Subsequent Investment (Rs) 500 Min Withdrawal (Rs) 500 Min Balance (Rs) 500 Pricing Method Forward Purchase Cut-off Time (hrs) 15 Redemption Cut-off Time (hrs) 15 Redemption Time (days) 3 Lock-in 1095 days Cheque Writing --		Systematic Investment Plan SIP Yes Initial Investment (Rs) 500 Additional Investment (Rs) 250 No of Cheques 6 Note For Quarterly SIP, minimum amount of Rs. 750 is required.

Systematic Withdrawal Plan Initial Investment (Rs) -- Min SWP withdrawal (Rs) --

Transfers Swap Yes Note The inter-schmes transfers take place at the prevailing sale price. Switch Over Cut-off Time 15 STP Yes

Birla Sun Life Tax Plan

 

 

https://sites.google.com/site/mutualfundapplications/tax-saving-mutual-funds-elss 

 

Aim: Invest in medium and large sized high growth companies with competitive advantages and financial strength

Performance Driver:
Concentrated exposure to fewer sectors; large-cap orientation has achieved growth during rallies and checked on downside during falls

Why Invest?
The buy-and-hold strategy and low portfolio turnover is a good long-term investment with tax benefits

Flipside: The fund's few contrarian bets may impact short-term performance

Invest if: You are looking for tax deductions on investments with equity exposure but low risk tolerance

Save Tax with Tata Tax Saving Fund

 

 

https://sites.google.com/site/mutualfundapplications/tax-saving-mutual-funds-elss 

 

Investment Details
Basics Min Investment (Rs) 500 Subsequent Investment (Rs) 500 Min Withdrawal (Rs) -- Min Balance -- Pricing Method Forward Purchase Cut-off Time (hrs) 15 Redemption Cut-off Time (hrs) 15 Redemption Time (days) 10 Lock-in 1095 days Cheque Writing --		Systematic Investment Plan SIP Yes Initial Investment (Rs) -- Additional Investment (Rs) 500 No of Cheques 6 Note --

Invest Online - Principal Tax Savings Fund

 

 

https://sites.google.com/site/buymutualfundsonline/ 

 

Aim: Without no market cap or sector bias, investment will be in companies that have a superior growth potential and sound business model

Performance Driver: Aggressive stance, though now more diversified with a higher large-cap exposure

Why Invest? It has bouts of chart-topping performances and at other times does beat the category average

Flipside: The fund has seen a turnaround in performance only from 2007 and doesn't protect the downside well

Invest if: You are willing to get aggressive on equity while taking the tax benefit

Review of Birla Sun Life Tax Relief'96

Investment Details
Basics Min Investment (Rs) 500 Subsequent Investment (Rs) 500 Min Withdrawal (Rs) -- Min Balance -- Pricing Method Forward Purchase Cut-off Time (hrs) 15 Redemption Cut-off Time (hrs) 15 Redemption Time (days) 10 Lock-in 1095 days Cheque Writing --		Systematic Investment Plan SIP Yes Initial Investment (Rs) -- Additional Investment (Rs) 500 No of Cheques 6 Note --

 

 

https://sites.google.com/site/mutualfundapplications/tax-saving-mutual-funds-elss