The fact sheet covers basic information, such as the fund objective, nature of fund, fund manager’s name, fund’s inception date, benchmark index, corpus size, current NAV, among other details.
The next detail it showcases is the portfolio strategy of the fund through investment style, fund portfolio with top holdings, and allocation across sectors and issuers.
Volatility measures pertaining to ratios, such as Standard Deviation and Sharpe Ratio, are also mentioned to gauge the inherent risk of the fund.
Mutual Fund fact sheet also has details about charges in terms of expense ratio and loads.
The fact sheet carries returns of the fund, and the representative benchmark index to enable comparison of the fund’s performance with its benchmark.
Invest Rs 1,50,000 and Save Tax upto Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds
Top 10 Tax Saver Mutual Funds for 2017 – 2018
Best 10 ELSS Mutual Funds to invest in India for 2017
1. DSP BlackRock Tax Saver Fund
2. Invesco India Tax Plan
3. Tata India Tax Savings Fund
4. ICICI Prudential Long Term Equity Fund
5. Birla Sun Life Tax Relief 96
6. Franklin India TaxShield
7. Reliance Tax Saver (ELSS) Fund
8. BNP Paribas Long Term Equity Fund
9. Axis Tax Saver Fund
10. Birla Sun Life Tax Plan
Invest in Best Performing 2017 Tax Saver Mutual Funds Online
For further information contact SaveTaxGetRich on 94 8300 8300
You can write to us at
Invest [at] SaveTaxGetRich [dot] Com
Call us on 94 8300 8300