Religare Invesco Tax Plan

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Call 0 94 8300 8300 (India)

 

The scheme aims to have a concentrated, well-researched portfolio of around 20-50 stocks so that there is no over-diversification and reduction of investor's return.

The fund's average equity allocation is 94 per cent and has 50 per cent of its portfolio invested in large cap stocks while the rest being spread among mid and small cap stocks, with mid caps garnering the dominant share.

 

Performance

The fund has generated above average returns since its inception but fell behind in 2012, though not in a major way. It has proved its resilience in both the market downturns of 2008 and 2011. Over long term too, it has impressive figures to show as its annualised 5-year return of 11.03 per cent is more than twice the category average of 5.13 per cent. It has always been part of the top-2 quartile and has been among the top performing funds in its category.

As far as its portfolio picks are concerned, Maruti Suzuki India is the only stock which the fund has held almost since its inception. Its highest single stock holding is in mid cap Britannia Industries of around 7.30 per cent.

It has frequently invested in large caps like Reliance Industries, Bharti Airtel, ICICI Bank, BHEL and mid caps like Britannia Industries, Apollo Hospitals Enterprise and Jain Irrigation Systems. When it comes to making money mid caps like Apollo Hospitals enterprise, ING Vysya Bank and Madras Cements are the top earners for it.

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

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Best Performing Mutual Funds

1. Largecap Funds Invest Online
1. DSP BlackRock Top 100 Fund
2. ICICI Prudential Focused Blue Chip Fund
3. Birla Sun Life Front Line Equity Fund
2. Large and Midcap Funds Invest Online

1. ICICI Prudential Dynamic Plan
2. HDFC Top 200 Fund
3. UTI Dividend Yield Fund
2. Mid and SmallCap Funds Invest Online

1. Reliance Equity Opportunities Fund
2. DSP BlackRock Small & Midcap Fund
3. Sundaram Select Midcap
4. IDFC Premier Equity Fund
3. Small and MicroCap Funds Invest Online

1. DSP BlackRock MicroCap Fund
4. Sector Funds Invest Online

1. Reliance Banking Fund
2. Reliance Banking Fund
5. Tax Saver MutualFunds Invest Online
1. ICICI Prudential Tax Plan
2. HDFC Taxsaver
3. DSP BlackRock Tax Saver Fund
4. Reliance Tax Saver (ELSS) Fund
6. Gold Mutual Funds Invest Online

1. Relaince Gold Savings Fund
2. ICICI Prudential Regular Gold Savings Fund
3. HDFC Gold Fund