+91 73377 40002

9AM - 8PM

Asset Size:61Cr
Expense Ratio:2.25%
Fund Manager(s):Viral Berawala,
5year Returns:7.68%

Essel Long Term Advantage Fund Regular Growth

       

Tax Savings
ELSS (Tax Savings)

Nav : 14.9643 ( -0.99%) February 26th, 2020

People currently viewing this : 1

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

7.68%

Investment Horizon

>3 Yr

Doubled Money

9yrs 4m

Returns since December 30th, 2015

10.18%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

36.9L

Projected Maturity Amount

94.1L

     

Tax Savings
ELSS (Tax Savings)

Nav : 14.9643 ( -0.99%) February 26th, 2020

People currently viewing this : 1

Upwardly's Take :

Over the years, ELSS funds have given the best returns out of all the tax saving instruments under 80 C like PF, FDs, ULIPs, Post office deposits, KVP etc. This fund has a lock-in for 3 years.

Ideal for medium-term to long term goals. Invest in this fund to maximize your returns for a foreseeable future.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

36.9L

Projected Maturity Amount

94.1L

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

7.68%

Investment Horizon

>3 Yr

Doubled Money

9yrs 4m

Returns since December 30th, 2015

10.18%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income generation along with the benefit of income tax deduction (under Section 80 C of the Income Tax Act,1961) on their investments. Specified Investors in the Scheme are entitled to deductions of the amount invested in Units of the Scheme,subject to a maximum of ` 1,50,000/- under and in terms of Section 80 C (2) (xiii) of the Income Tax Act,1961. Investment in this scheme would be subject to statutory lock-in period of 3 years from the date of allotment to be eligible for income tax benefit under section 80 C. There can be no assurance that the investment objective under the Scheme will be realized.

Basic Details
Fund House
Essel
Launch Date
December 30th, 2015
Expense Ratio
2.25%
Fund Category Risk
High
Std Dev (1Yr)
12.959
Std Dev (3Yr)
12.596
Std Dev (5Yr)
Asset Size
61Cr
Investment Details
Investment Plan
Growth
Return since Launch
10.18 %
Exit Load
No Exit Load
Contact Details
Fund Manager(s)
Phone No.
+91 33 40185000/61779922