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61% ELSS mutual fund schemes underperformed their benchmark category in three years. Should you worry?

Axis ELSS Tax Saver Fund, the largest scheme in the ELSS category based on assets managed, failed to beat its respective benchmark and category average. ....

Adhil Shetty , Long Term Equity Fund , Tax Saver Fund , Saver Fund , Term Equity Fund ,

Best tax saving mutual funds or ELSS to invest in March 2024

Tax saving mutual funds or ELSSs invest in stocks. Therefore, they have a very high risk. You should be aware of this aspect, especially if you are a first-time investor in equity mutual funds. Compared to your usual investments like Public Provident Fund or National Savings Certificate, etc, ELSSs do not offer guaranteed returns. You may even suffer losses in a bad market. ....

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Why This Tax-saving Fund Can Be a Good Addition To Your Portfolio

Why This Tax-saving Fund Can Be a Good Addition To Your Portfolio
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Aditya Birla Sun , Tax Saver Fund Kotak , Saver Fund , Franklin India , Aditya Birla Sun Life ,

Has the new income-tax regime killed tax-saving mutual funds? Not yet, but…

Budget 2023 made the new income tax regime the default regime. Since this regime doesn’t give Section 80C benefits, ELSS, or tax-saving mutual funds, have lost their tax-benefit edge. Aside from taxpayers who would still opt for the old tax regime, it remains to be seen if ELSS funds can sell themselves purely on performance. ....

Neil Parag Parikh , Anup Bhaiya , Suresh Sadagopan , Chintan Haria , Swarup Mohanty , Kalpen Parekh , Vishal Jain , Tax Saver Fund , Index Fund , Value Research , Mutual Fund , Asset Management Co Ltd , Money Honey Financial Services , Employee Provident Fund , Parag Parikh Flexi Cap Fund , Savings Schemes , Equity Linked Savings Scheme , Management Co Ltd , Parag Parikh , Chief Executive Officer , Saver Nifty Large Midcap , Flexi Cap , Mid Cap , Multi Cap , Income Tax , Principal Investment Strategy ,

Two-third ELSS schemes fail to beat benchmarks. How effective is it as a tax-saving tool?

Axis ELSS Tax Saver Fund, the largest scheme in the ELSS category based on assets managed, failed to beat its benchmark in three and five year horizons. The scheme manages assets of Rs 33,526. 42 crore. ....

Long Term Equity Fund , Indiabulls Tax Savings Fund , Tax Saver Fund , Saver Fund , Term Equity Fund , Mutual Funds , Mutual Fund News , Equity Mutual Funds , Elss Schemes ,