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Call 0 94 8300 8300 (India)

 

 

An open-ended Equity Linked Savings Scheme (eligible for 80C Tax Benefit)

It aims to generate long term capital growth from a diversified equity portfolio.

Our approach on company selection is to look for consolidated business, companies which are leaders in their respective space with low leverage. We believe all these translates into pricing power and superior return ratio thereby augmenting earnings/cashflow visibility of any company

Why IDFC Tax Advantage (ELSS) Fund?

• IDFC Tax Advantage (ELSS) Fund is a well-diversified equity fund that offers you the twin benefit of tax saving as well as potential for growth in investment with a lock-in period of only 3-years

• Investors in the Scheme are entitled to deduction under Sec. 80C of Income Tax Act on investment up to Rs. 1,00,000/- per financial year.

Current Strategy

The current portfolio has 34 stocks across sectors and market capitalizations. The companies in the portfolio have a strong track record of execution and are at reasonable valuations.

60 – 65 % of the portfolio is in the large cap space in companies with established business model where we incrementally look for tailwinds that will support earnings visibility for the sector. The portfolio orientation within the sector is towards companies with leadership position and exhibiting pricing power with low leverage.

30-35% is in midcap space where in we look for companies and business models in the emerging or underpenetrated sectors which have the potential to achieve scale and attain leadership position. The focus is on the company's product / service and the execution capability and bandwidth which can help scale up the operating matrix for the company.

Top 10 holding constitute 43% of the portfolio and top 20 stocks can explain 68% of the portfolio.

Happy Investing!!

We can help. Call 0 94 8300 8300 (India)

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You can write back to us at PrajnaCapital [at] Gmail [dot] Com

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Invest in Tax Saving Mutual Funds ( ELSS Mutual Funds ) to upto Rs 1 lakh and Save tax under Section 80C.

Invest Tax Saving Mutual Funds Online

Tax Saving Mutual Funds Online

These links can be used to Purchase Mutual Funds Online that are regular also (Investment, non-tax saving)

Download Tax Saving Mutual Fund Application Forms from all AMCs

Download Tax Saving Mutual Fund Applications

These Application Forms can be used for buying regular mutual funds also

Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds )

1. ICICI Prudential Tax Plan Invest Online
2. HDFC TaxSaver Invest Online
3. DSP BlackRock Tax Saver Fund Invest Online
4. Reliance Tax Saver (ELSS) Fund Invest Online
5. Birla Sun Life Tax Relief '96 Invest Online
6. IDFC Tax Advantage (ELSS) Fund Invest Online
7. SBI Magnum Tax Gain Scheme 1993 Invest Online
8. Sundaram Tax Saver Invest Online
9. Edelweiss ELSS Invest Online