Best way to Invest SIP Mutual Funds

Invest in ELSS Funds Online and Save Tax

The best way to do a SIP in a mutual fund is to link it to a tangible, well defined financial goal. This simple act will ensure that your SIP continues for long enough to compound and create value. You can also select the exact date to start and stop an SIP while filling up your mutual fund investment documents instead of selecting the predetermined date or perpetual mode.

The process of linking your SIP’s to your financial goals ensures that you automatically invest in an asset class that’s appropriately suited to your time horizon. Additionally, it’s important to not try and ‘time’ your SIP investments, but rather let the markets take their own course by allowing your SIP instalments to get debited in a disciplined manner. In doing so, you’ll end up benefiting from the inevitable ups and downs of the markets

Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Top Performing Tax Saving ELSS Funds. Save Tax Get Rich

Top 10 Tax Saving Mutual Funds of 2018

Best 10 ELSS Mutual Funds to Invest in India of 2018

1. Tata India Tax Savings Fund

2. Mirae Asset Tax Saver Fund

3. DSP BlackRock Tax Saver Fund

4. Sundaram Diversified Equity Fund

5. Birla Sun Life Tax Relief 96

6. ICICI Prudential Long Term Equity Fund

7. Invesco India Tax Plan

8. Reliance Tax Saver (ELSS) Fund

9. Axis Tax Saver Fund

10. BNP Paribas Long Term Equity Fund

Invest in Best Performing Tax Saver Mutual Funds of 2018

Invest Best Tax Saver Mutual Funds Online

Download Top Tax Saver Mutual Funds Application Forms

For further information contact SaveTaxGetRich on 94 8300 8300

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Mirae Asset India Equity Fund

Best SIP Funds to Invest Online

It is that time in the markets when one needs to look at quality companies that have also performed well in recent quarters. This quality factor needs to encompass not just earnings growth but also the management and other key financial ratios. Among the largecap schemes, which have high focus on quality of companies, Mirae Asset India Opportunities has distinguished itself by performing consistently well by sticking to its investment mandate. The fund house focuses on two key principles:

One, buying companies that have high return on capital employed and have generated consistent and incremental cash flows.

Two, attractive valuations. These factors have played a crucial role in the scheme’s outperformance. In the past three-year and five-year periods, the scheme has given 13.5% and 22% returns respectively, while its benchmark BSE 200 has given 8% and 14% respectively over the same periods. In buying large sized companies, the scheme’s fund manager Neelesh Surana has been extremely careful about the valuations of the companies. The fund is being additionally managed by Harshad Borawake. The scheme’s fund managers have bought in companies, which reflect the value theme. A few prominent companies are Cochin Shipyard, Mahindra & Mahindra, and Marico.

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SIPs are Best Investments when Stock Market is high volatile. Invest in Best Mutual Fund SIPs and get good returns over a period of time. Know Top SIP Funds to Invest Save Tax Get Rich – Best ELSS Funds

For more information on Top SIP Mutual Funds contact Save Tax Get Rich on 94 8300 8300

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Grandfathering in LTCG

Best SIP Funds to Invest Online

The grandfathering clause is the exemption granted to existing investors for gains made by them before the new tax law came into force. The government has done this to ensure that investors who have committed money keeping in mind the easier tax regime are protected. As per the new laws, the government has said that gains made in equity-oriented mutual fund schemes till January 31, will be grandfathered or exempted. There will be no LTCG tax on notional profits on mutual funds till then.

SIPs are Best Investments when Stock Market is high volatile. Invest in Best Mutual Fund SIPs and get good returns over a period of time. Know Top SIP Funds to Invest Save Tax Get Rich

For further information on Top SIP Mutual Funds contact Save Tax Get Rich on 94 8300 8300

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SIP in Smallcap Funds

Invest ELSS Funds Online and Save Tax

In a small-cap fund always invest through an SIP. Never invest a lumpsum amount. They are more volatile and move wildly. In fact, even the fund managers get scared of the market at times. They are not finding enough opportunities in small-cap. Many small-cap funds have stopped taking a lumpsum amount.

Undoubtedly, markets look extremely optimistic and there could be a correction. But don’t stop your SIP and wait for correction. Because if you get lucky with the correction, it will be extremely difficult for you to get in again. It is very difficult to catch the bottom and catch the peak. So, continue with your SIP. If the market corrects, maybe increase the amount of your SIP.

The simple way of investing in a market is to buying low and selling high. But it is a very hard thing to do. How do you actually wait for the time and spot when it is at the bottom or at the peak? The middle path is that be regular about it. You will end up catching too many highs and lows but time will take care of it. So, continue with your SIP and invest only through an SIP in small-cap.

Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Top Performing Tax Saving ELSS Funds. Save Tax Get Rich

Top 10 Tax Saving Mutual Funds of 2018

Best 10 ELSS Mutual Funds to Invest in India of 2018

1. Tata India Tax Savings Fund

2. Mirae Asset Tax Saver Fund

3. DSP BlackRock Tax Saver Fund

4. Sundaram Diversified Equity Fund

5. Birla Sun Life Tax Relief 96

6. ICICI Prudential Long Term Equity Fund

7. Invesco India Tax Plan

8. Reliance Tax Saver (ELSS) Fund

9. Axis Tax Saver Fund

10. BNP Paribas Long Term Equity Fund

Invest in Best Performing Tax Saver Mutual Funds of 2018

Invest Best Tax Saver Mutual Funds Online

Download Top Tax Saver Mutual Funds Application Forms

For further information contact SaveTaxGetRich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

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Call us on 94 8300 8300

Axis Short Term Fund

Axis Short Term Fund seeks to generate reasonable return commensurate with low risk and high degree of liquidity from a portfolio of money market and high quality debt securities.

Axis Short Term Fund has managed a one-year return of 9.02 per cent and a three-year return of 9.68 per cent, which were 36 and 61 basis points above the category returns, respectively.

The returns place it in the mid-quartile of the short-term category. However, they are reasonable if one considers the portfolio positioning. An analysis of the fund’s portfolio over the years shows that it has never assumed excessive credit risks.

The portfolio has been consistently invested in sovereign debt, AAA or A1+ rated corporate paper with occasional sub-5 per cent exposure to AA rated debt. It hasn’t taken aggressive duration calls either, with the latest average maturity at 2.1 years. This low-risk approach has also made for moderate returns.

Axis Short Term Fund expense ratio, at 0.85 per cent is only slightly lower than the category average of 0.93 per cent.

Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds. Save Tax Get Rich

For further information contact SaveTaxGetRich on 94 8300 8300

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Call us on 94 8300 8300

Invest and Save Tax Now

Best Tax Saver Funds to Invest Online

SIPs are Best Investments when Stock Market is high volatile. Invest in Best Mutual Fund SIPs and get good returns over a period of time. Know Top SIP Funds to Invest Save Tax Get Rich

For further information on Top SIP Mutual Funds contact Save Tax Get Rich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

DSP Blackrock Equity & Debt Fund

DSP Blackrock Balanced Fund Scheme information

Inception date 27th May 1999
AUM 6914 crores
Equity 73.77%
Debt 26.23%
Average maturity 3.44 years
Modified duration 2.64 years
Fund Managers
Equity Atul Bhole
Fixed Income Vikram Chopra, Pankaj Sharma
Exit load < 12 months- 1%:
> 12months – Nil

2. DSP Blackrock Balanced Fund Equity composition (percentage allocation)

Large Cap Mid Cap Small Cap Micro Cap
46.53% 12.60% 9.17% 5.29%

3. DSP Blackrock Balanced Fund Dividend history & dividend yield

Date NAV Dividend Div yield
28-Dec-17 26.587 0.21 0.79%
28-Nov-17 25.847 0.21 0.81%
27-Oct-17 25.847 0.21 0.81%
28-Sep-17 25.01 0.21 0.84%
28-Aug-17 25.55 0.21 0.82%
28-Jul-17 25.79 0.21 0.81%
28-Jun-17 24.99 0.21 0.85%
26-May-17 25.67 0.21 0.83%
28-Apr-17 25.61 0.21 0.82%
28-Mar-17 24.66 0.21 0.83%
28-Feb-17 24.21 0.21 0.85%
27-Jan-17 24.50 0.20 0.82%
28-Dec-16 22.71 0.21 0.92%
28-Nov-16 23.65 0.21 0.90%
28-Oct-16 25.40 0.23 0.92%
28-Sep-16 25.46 0.25 1.00%
26-Aug-16 24.85 0.25 1.00%
28-Jul-16 24.49 0.24 0.98%
28-Jun-16 23.31 0.23 1.00%
27-May-16 23.20 0.23 0.98%
28-Apr-16 22.84 0.23 1.00%
28-Mar-16 22.19 0.22 1.01%
26-Feb-16 20.94 0.21 1.02%
22-Jan-16 22.91 0.75 3.27%

4.DSP Blackrock Balanced Fund Performance of the fund

Performance as on 31st Dec 2017 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 8 Years 10 Years 15 Years Since Inception*
DSP BlackRock Balanced Fund – Growth 3.16% 8.57% 11.36% 27.76% 17.55% 13.14% 15.91% 12.34% 10.01% 19.69% 15.72%
CRISIL Balanced Fund – Aggressive Index 1.88% 4.80% 7.30% 19.92% 13.06% 8.70% 11.29% 9.14% 6.97% 13.20% 12.65%

*inception date 27th May 1999

Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds. Save Tax Get Rich

Top 10 Tax Saver Mutual Funds for 2018

Best 10 ELSS Mutual Funds to Invest in India for 2018

1. DSP BlackRock Tax Saver Fund

2. Tata India Tax Savings Fund

3. Birla Sun Life Tax Relief 96

4. ICICI Prudential Long Term Equity Fund

5. Invesco India Tax Plan

6. Franklin India TaxShield

7. Reliance Tax Saver (ELSS) Fund

8. BNP Paribas Long Term Equity Fund

9. Axis Tax Saver Fund

10. Sundaram Diversified Equity Fund

Invest in Best Performing 2018 Tax Saver Mutual Funds Online

Invest Best Tax Saver Mutual Funds Online

Download Top Tax Saver Mutual Funds Application Forms

For further information contact SaveTaxGetRich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

OR

Call us on 94 8300 8300

Save Tax with Mirae Asset Tax Saver Fund – Top ELSS Fund

Invest in ELSS Funds Online and Save Tax

Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Top Performing Tax Saving ELSS Funds. Save Tax Get Rich

Top 10 Tax Saving Mutual Funds of 2018

Best 10 ELSS Mutual Funds to Invest in India of 2018

1. Tata India Tax Savings Fund

2. Mirae Asset Tax Saver Fund

3. DSP BlackRock Tax Saver Fund

4. Sundaram Diversified Equity Fund

5. Birla Sun Life Tax Relief 96

6. ICICI Prudential Long Term Equity Fund

7. Invesco India Tax Plan

8. Reliance Tax Saver (ELSS) Fund

9. Axis Tax Saver Fund

10. BNP Paribas Long Term Equity Fund

Invest in Best Performing Tax Saver Mutual Funds of 2018

Invest Best Tax Saver Mutual Funds Online

Download Top Tax Saver Mutual Funds Application Forms

For further information contact SaveTaxGetRich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

OR

Call us on 94 8300 8300

SBI Small & Midcap Fund

Best SIP Funds to Invest Online

SBI Small & Midcap Fund scheme seeks to generate income and long-term capital appreciation by investing in a diversified portfolio of predominantly equity and equity-related securities small & midcap companies.

SBI Small & Midcap Fund has beaten its benchmark five out of the seven years since its launch. A substantial boost to performance in the last one year has earned it a five star rating within the small-cap category.

SBI Small & Midcap Fund has considerable flexibility to rove across the small and mid-cap segments of the market to unearth its bottom-up picks. As per its mandate, the fund needs to maintain a minimum of 50 per cent in small- caps and a minimum of 30 per cent in mid-caps, with the allocations capped at 70 per cent and 40 per cent, respectively.

SBI Small & Midcap Fund looks for five attributes in the stocks it buys: competitive advantage, return on capital, growth, management, and valuation. While all five may not be available, the fund evaluates every company on relative ratings on these variables.

SBI Small & Midcap Fund uses a blend of growth and value metrics to home in on stocks. In practice, the fund has held 65 to 75 per cent of its portfolio in small caps, with the rest in mid-caps and hardly any large-cap allocation.

SBI Small & Midcap Fund boasts significant outperformance of the small-cap category over one, three, five as well as seven year time frames. For three and five years, the margin of outperformance against the benchmark has been hefty, at 11 to 16 percentage points. It has also outpaced the category by 8 percentage points.

SBI Small & Midcap Fund stock picks in the small-cap space in the past couple of years have been behind the strong performance. The fund is among the few in this space to remain at an easy to manage size at Rs 908 crore as on January 2018.

SBI Small & Midcap Fund is An emerging star in the category.

SIPs are Best Investments when Stock Market is high volatile. Invest in Best Mutual Fund SIPs and get good returns over a period of time. Know Top SIP Funds to Invest Save Tax Get Rich – Best ELSS Funds

For more information on Top SIP Mutual Funds contact Save Tax Get Rich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

Franklin India Smaller Companies Fund

Best SIP Funds to Invest Online

This Fund is now called Franklin India Smallcap Fund

Franklin India Smaller Companies Fund scheme aims to provide long-term capital appreciation by investing in mid and small cap companies. Normally, it would invest atleast 75 per cent of its assets in smaller companies.

Franklin India Smaller Companies Fund which has held onto four and five star ratings since 2013, it has outperformed its benchmark without a break for the last nine years. In terms of investing style, it manages a balance between businesses with an acceptable level of quality, growth and sustainability.

It invests in stocks with a market-cap below that of the 100th stock in the Nifty 500 Index. The fund usually holds 30 to 40 per cent of its portfolio in small-caps, 45 to 50 per cent in mid-caps and 10 to15 per cent in large-caps. The fund’s approach is wholly bottom up. It looks for companies which can compound their earnings at a high rate, with good returns on capital, low capital intensity and capable management. To handle size, it has a leeway to invest 25 per cent of its corpus in large-caps.

Looking back at its return history, it has been a strong outperformer in undervalued markets, with a moderation during big bull phases. After a sub-par debut year in 2007, the fund navigated the big bull markets of 2012 and 2014 well, while containing losses below those of the benchmark in 2011. On a three and five year basis, it has outperformed its benchmark by 2 to 10 percentage points but has been neck and neck with the category.

In the last one year, a challenging period for active funds, it beat its benchmark but lagged behind the category. While this has been one of the few funds not to shut its gates to new inflows (its flexible mandate allows leeway to handle flows), its size has burgeoned to over Rs 7,280 crore by January 2018.

Franklin India Smaller Companies Fund is A quality-conscious small-cap fund.

SIPs are Best Investments when Stock Market is high volatile. Invest in Best Mutual Fund SIPs and get good returns over a period of time. Know Top SIP Funds to Invest Save Tax Get Rich – Best ELSS Funds

For more information on Top SIP Mutual Funds contact Save Tax Get Rich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com