This time of the year in months of Jan Feb & March, all Salaried Employees & Self
Employed Professionals review their Investments, especially Tax Saving
Investments.
This Article / Blog /
Slide will help you making the RIGHT Decision. Know How ?
·
Tax Saving Mutual Funds – Dont Just Save Tax but
are also has best Wealth Creating Abilities
·
Minimum Lock-in Period of 3 Years – Compared to
PPF 15 Years – NSC 5 Years (But we Advise Investors to Stay Invested
for Long Term)
·
There is no Tax – Either on Dividend or on
Capital Gains
·
Dividends Declared are free in hands of
Investors
·
Unlike Some Insurance schemes, you don’t have to
commit Multi year Investments - Moreover they neither are Good Insurance nor are Good Investments
·
There is no Maximum Limit of Investment in Tax
Saver Mutual Fund
·
The 4 Tax Saver Funds Shortlisted by www.SipIndiaSip.com have generated
Returns of 17.45% to 24.99% since
Inception – These are from Reputed Fund Houses like SBI, ICICI, IDFC &
Franklin India
·
10 Years Return in these funds are in the range
of 13.27% to 15.59%
·
From both Parameters – Very Long term Investment
Horizon i.e. Returns since inception and from Medium to Long Term i.e. 10 Years
Investment Horizon – Investment in Tax Saver Equity funds proves to be the best
Investment
·
The Return in PPF is is in the range of 8-9%
·
ELSS has
definitely outperformed other traditional Tax Saving Investments like PPF, NSC,
Insurance Policies, Tax Saving Bank Fixed Deposits etc in the Long to Very Long
Term
·
In any case, Tax Saving Investments are
generally for Long term only, for most Investors
·
There is Option of Investing Lump Sum (One time)
or Monthly or quarterly Investments thru SIP
·
Investment upto Rs.1.50 Lacs for Tax Saving Purpose
u/s 80C (However one can invest Any Amount, only Tax Benefit is limited upto
Rs1.50 Lacs)
·
We at www.SipIndiaSip.com
recommend Investment in Equity Linked Saving Schemes i.e. Tax Saver Mutual
Funds especially to the Young people in the range of 25-45 years of age bracket
For a Discussion on Suitable Mutual Fund
Investment / Tax Saving Investment Options
Please Get in touch with us @
call us @ +91 98105 08321
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