Tax Saver

Invest in well-established companies

The flexibility to invest in companies of various sizes, aiming for optimal returns by adjusting your portfolio composition based on market conditions and opportunities.

up arrow34.52% 1Y CAGR

high riskVery High Risk

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22.7%

Average Returns

1+ Lac

Investors

₹1,000+ Cr

AUM

Introducing: Tax Saver

Explore Our Offerings

Save on paying taxes on your annual Income by investing up to ₹1,50,000/- annually in Equity Linked Saving Schemes (ELSS) / Tax Saver Funds. And while doing this, generate handsome long-term returns by staying invested for 3+ years.  

Why Invest in Tax Saver?

Diversification

It pools money from several investors to invest the money in a diversified portfolio consisting of stocks, bonds, mutual funds etc. which helps spread the risk.

Liquidity

It can be accessed anytime and can be liquidated at any point in time which helps during emergencies.

Managed By Experts

Fund Manager have expertise in selecting and monitoring investments. They use research, analysis, and market insights to make informed decisions.

Performance

Current Holdings

Talk to Your Dedicated Wealth Manager

Our wealth team will get in touch with you to assist you in making better investing decisions.

Histrocial returns

Annualised past patterns

historical returns

Histrocial returns

Who Should Invest in this

Age18 years

Risk ProfileAggressive

Investment Horizon5+ Years

Return ExpectationsCompetitive returns by diversifying market-caps.

Ideal Financial goalsWealth creation, asset diversification, education planning

Invest in equities with the dual benefits of capital appreciation and saving on taxes by availing the benefits under Section 80C.

What is Tax Saver

Table of Contents

What you are investing inInvestment strategyPros & Cons of ELSS Tax Saver:Who should invest in this

Save on paying taxes on your annual Income by investing up to ₹1,50,000/- annually in Equity Linked Saving Schemes (ELSS) / Tax Saver Funds. And while doing this, generate handsome long-term returns by staying invested for 3+ years.  

What you are investing in

  • Fundamentally strong companies with growth drivers in the medium to long-term
  • Companies with solid management with an ability to capitalize on opportunities while managing risks
  • A significant focus on firms with a track record of corporate governance, ESG sensitivity and transparency.

Investment strategy

1. Emphasis on Valuation for Safety

Prioritizing valuation methods to establish a prudent margin of safety in the investment process.

2. Holistic, Long-Term Stock Selection

Implementing a thorough valuation strategy that goes beyond traditional metrics, with a focus on selecting stocks for the long term.

Pros & Cons of ELSS Tax Saver:

Benefits

Drawbacks

Enjoy 80C Taxation Benefits 

Lock in of 3 Years

Potential for higher post-tax returns 

Risker than other 80C investment options

Ideal for a long-term investment strategy.

Benefit of only up to ₹1,50,000 

Lowest Lockin amongst other 80C investment options

 

Who should invest in this

This portfolio is best suited for investors who are looking to avail benefits U/s 80C have a long investment horizon, are comfortable with some risk, and are looking to generate long-term returns. 

Frequently Asked Questions

What is Tax Saver ELSS?

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Save on paying taxes on your annual Income by investing up to ₹1,50,000/- annually in Equity Linked Saving Schemes (ELSS) / Tax Saver Funds. And while doing this, generate handsome long-term returns by staying invested for 3+ years.  

Who Can Invest in ELSS Tax Saver?

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This portfolio is best suited for investors who are looking to avail benefits U/s 80C have a long investment horizon, are comfortable with some risk, and are looking to generate long-term returns. 

What is the minimum amount to invest in Flexi Cap Fund?

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You can start investing in Flexi Cap Funds with as little as ₹500 through a Systematic Investment Plan (SIP). For lump sum investments, the minimum is usually ₹1,000.

What is the exit load of Flexi Cap Funds?

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Most Flexi Cap Funds charge an exit load of 1% if you redeem your investment within 1 year. However, the exit load varies by the specific fund.

 

Is Flexi Cap Mutual Fund good for aggressive investors?

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Yes, Flexi Cap Funds are suitable for aggressive investors seeking higher returns. The fund's exposure to small and mid-cap stocks offers growth potential but also comes with higher risks.

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It’s Time to Grow Your Wealth

₹1,000+ cr

AUM

1+ Lac

Investors

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