PRA CAPITAL (www.pracapital.in)
Financial Planning, Wealth Management, Tax Planning, Mutual Funds, Equity, Bonds
Friday, May 13, 2016
Friday, May 6, 2016
MF Tax Saver (3yr Lock In) - ELSS
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Fund Name
|
Launch Date
AUM
NAV
|
Rating
|
1 Yr
|
3 Yr
|
5 Yr
|
10 Yr
|
AXIS Long Term Equity
|
Dec-09
6500 Cr
27.63
|
*****
|
-10%
|
24%
|
18%
|
-
|
HDFC Tax Saver
|
Mar 96
5000 Cr
317
|
**
|
-23%
|
11%
|
8%
|
11%
|
ICICI Long Term Equity
|
Aug 99
2618 Cr
240.23
|
****
|
-14%
|
16%
|
12%
|
12%
|
Reliance Tax Saver
|
Sep 2005
4400 Cr
38.77
|
****
|
-22%
|
19%
|
14%
|
13%
|
After 3 Years Maturity
is also Tax Free
AAA Rated Corporate FDs offering
higher than Bank
Company
|
Rating
|
1
Yr
|
2
Yr
|
3
Yr
|
4
Yr
|
5
Yr
|
Senior
Citizen
|
Shriram Transport
|
AAA
|
8.25%
|
8.5%
|
8.5%
|
8.75%
|
8.75%
|
.25%
|
DHFL
|
AAA
|
8.85%
(18 Month)
|
8.75%
|
8.90%
(40 Month)
|
8.75%
|
8.75%
|
.25%
|
Bajaj Finance
|
AAA
|
8.75%
|
8.90%
|
8.90%
|
8.90%
|
8.90%
|
.25%
|
Mahindra Finance
|
AAA
|
8.45%
|
8.45%
|
8.45%
|
8.45%
|
8.45%
|
.25%
|
HDFC
|
AAA
|
8.35%
(15M)
|
8.35%
(30M)
|
8.40%
(44M)
|
|
|
.25%
|
PNB Housing
|
AAA
|
|
8.35%
(30M)
|
8.45%
(44M)
|
|
|
.25%
|
Debt Mutual Funds Comparable with Bank FD
Debt Mutual Funds
Comparable With Bank FD
SIP Available
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||||
Fund
|
Launch Date
AUM
NAV
|
1 Yr
|
3 Yr
|
5 Yr
|
Birla Medium Term
|
March 2009
4500 Cr
18.82
|
9.53%
|
10.50%
|
10.57%
|
Reliance Regular Savings Fund
|
Jun 2005
6500 cr
20.81
|
9%
|
9.28%
|
9.29%
|
SBI Corporate Bond Fund
|
Jul 2004
800 Cr
24
|
9.67%
|
10.41%
|
10%
|
UTI Income Opportunities Fund
|
Nov 2012
1500 Cr
13.60
|
8.65%
|
9.14%
|
-
|
Income Tax Rule –
10% flat or 20% with Indexation whichever is lower after 3 Years
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