Equity | Tax Savings
3Y Returns
3.51%
Min SIP
₹500
Min Lumpsum
₹500
Expense Ratio
2.53%
Fund Size
₹416 Cr
Inception Date
11-Dec-15
Fund Manager
Vinay Paharia
Exit Load
Nil.
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
92.03%
Debt & Others
7.97%
Market Cap Allocation
Large Cap
67.02%
Mid Cap
14.49%
Small Cap
10.97%
Other Cap
7.52%
Investment Objective
The Primary Objective Of The Scheme Is To Generate Long-Term Capital Appreciation By Predominantly Investing In Equity & Equity Related Instruments And To Enable Eligible Investors To Avail Deduction From Total Income, As Permitted Under The Income Tax Act, 1961 As Amended From Time To Time.However, There Is No Assurance That The Investment Objective Shall Be Realized.
Fund House Detail
AMC Name
PGIM India Asset Management Private Limited
Address
Nirlon House, 2nd Floor,Dr. Annie Besant Road, Worli,Mumbai - 400 030
Motilal Oswal Long Term Equity Fund - Direct Growth
1Y
63.95%
3Y
25.73%
5Y
25.14%
Sbi Long Term Equity Fund- Direct Plan - Growth
1Y
49.87%
3Y
24.22%
5Y
25.34%
Hdfc Tax Saver - Direct Plan - Growth Option
1Y
42.57%
3Y
22.34%
5Y
21.66%
Quant Tax Plan Direct Plan - Growth
1Y
41.52%
3Y
21.6%
5Y
33.91%
Iti Long Term Equity Fund Direct Plan Growth
1Y
45.87%
3Y
19.64%
5Y
20.82%
Jm Tax Gain Fund (Direct) - Growth Option
1Y
48.77%
3Y
19.61%
5Y
23.1%
Bank Of India Tax Advantage Funddirect Plan - Growth
1Y
44.24%
3Y
19.56%
5Y
26.84%
Dsp Tax Saver Fund - Direct Plan - Growth
1Y
46.27%
3Y
19.14%
5Y
22.85%
Parag Parikh Tax Saver Fund - Direct Plan-Growth
1Y
33.09%
3Y
19.04%
5Y
24.35%
Kotak Tax Saver Fund - Direct Plan - Growth
1Y
36.4%
3Y
18.69%
5Y
21.96%
Franklin India Taxshield - Direct Growth
1Y
39.26%
3Y
18.62%
5Y
21.48%
Hsbc Tax Saver Equity Fund - Growth Direct Plan
1Y
46.88%
3Y
18.39%
5Y
21.6%
Nippon India Tax Saver Fund Direct Plan Growth Plan - Growth Option Growth
1Y
38.9%
3Y
17.68%
5Y
19.01%
Quantum Tax Saving Fund - Direct Plan Growth Option
1Y
40.34%
3Y
17.43%
5Y
19.22%
Taurus Taxshield - Direct Plan - Growth
1Y
36.01%
3Y
17.21%
5Y
18.61%
Tata India Tax Savings Fund Direct Plan Growth
1Y
37.45%
3Y
17.03%
5Y
20.1%
Taurus Taxshield - Direct Plan Growth
1Y
37.21%
3Y
16.87%
5Y
19.35%
Edelweiss Long Term Equity Fund(Tax Savings) - Direct Growth Plan
1Y
38.99%
3Y
16.67%
5Y
20.01%
Bandhan Tax Advantage (Elss) Fund-Growth-(Direct Plan)
1Y
30.06%
3Y
16.52%
5Y
24.05%
Groww Elss Tax Saver Fund - Direct Plan- Growth Option
1Y
37.42%
3Y
15.47%
5Y
17.56%
Invesco India Tax Plan - Direct Plan Growth
1Y
40.69%
3Y
15.41%
5Y
20.44%
Lic Elss - Direct Plan - Growth
1Y
35.13%
3Y
15.14%
5Y
17.53%
Union Tax Saver (Elss) Fund - Direct Plan Growth
1Y
31.89%
3Y
14.97%
5Y
20.95%
Mahindra Manulife Elss Fund - Direct - Growth
1Y
29.52%
3Y
14.95%
5Y
20.23%
Canara Robeco Equity Tax Saver Fund Direct Growth
1Y
36.63%
3Y
14.8%
5Y
22.37%
Mirae Asset Tax Saver Fund - Direct Growth
1Y
35.11%
3Y
14.74%
5Y
21.68%
Icici Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth
1Y
35.13%
3Y
14.48%
5Y
19.43%
Pgim India Elss Tax Saver Fund - Direct Plan - Growth Option
1Y
26.73%
3Y
14.24%
5Y
19.47%
Shriram Long Term Equity Fund - Direct Plan - Growth
1Y
34.47%
3Y
13.96%
5Y
17.29%
Sundaram Diversified Equity Fund Direct Plan Growth
1Y
25.68%
3Y
12.93%
5Y
16.36%
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.