Fundvaliz Tax Saving Funds

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ELSS Funds

Under Section 80C of IT Act

- Get dual benefit of investment and tax saving
- 3-years lock-in for substantial wealth creation
- Achieve your goals faster

I want to invest

Lumpsum
SIP

Amount

Share

Tax Portfolio
Performance
Portfolio Details

Type

Amount()

Index

Historical Returns in

All	Funds	One Time Amount ()	Monthly SIP Amount()	SIP Period(Yrs)	Perpetual
	Aditya Birla Sun Life ELSS Tax Saver Fund - Growth 1.2 Lac7.28%1.24 Lac 1 Lac2.80%1.03 Lac 3.6 Lac15.60%4.55 Lac 1 Lac16.95%1.6 Lac 6 Lac13.22%8.44 Lac 1 Lac15.22%2.03 Lac 8.4 Lac12.56%13.36 Lac 1 Lac11.00%2.08 Lac 12 Lac11.51%22.35 Lac 1 Lac13.42%3.52 Lac 18 Lac12.88%54.34 Lac 1 Lac13.27%6.48 Lac 0.6 LacNANA 1 LacNANA				Perpetual
	ICICI Prudential ELSS Tax Saver Fund - Growth 1.2 Lac6.21%1.23 Lac 1 Lac4.48%1.04 Lac 3.6 Lac16.96%4.65 Lac 1 Lac19.15%1.69 Lac 6 Lac17.13%9.39 Lac 1 Lac21.79%2.68 Lac 8.4 Lac17.13%16.04 Lac 1 Lac14.65%2.6 Lac 12 Lac15.16%27.79 Lac 1 Lac13.75%3.63 Lac 18 Lac14.92%66.32 Lac 1 Lac16.21%9.52 Lac 0.6 LacNANA 1 LacNANA				Perpetual
	Kotak ELSS Tax Saver Fund - Growth 1.2 Lac1.15%1.21 Lac 1 Lac-1.43%0.99 Lac 3.6 Lac15.46%4.54 Lac 1 Lac20.39%1.74 Lac 6 Lac17.05%9.37 Lac 1 Lac22.37%2.74 Lac 8.4 Lac17.69%16.41 Lac 1 Lac16.49%2.91 Lac 12 Lac15.94%29.15 Lac 1 Lac16.99%4.8 Lac 18 Lac15.21%68.26 Lac 1 Lac15.05%8.19 Lac 0.6 LacNANA 1 LacNANA				Perpetual

Current Value of Lumpsum 1 Lakh invested 3 years ago would be

Comparing Basket

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Top 10 Holdings

Top 10 Sectors

Asset Allocation

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Credit Rating

Category Wise Breakup

Expert Views

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Mutual fund distributor with AMFI Reg no. ARN – 83867, . The Funds quoted are exemplary and not recommendatory. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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Overview

Fund Objective

Riskometer

Returns

# Equity - Returns up to 1 year are absolute and over 1 year are CAGR.
# Debt - Returns up to 1 year are annualised and over 1 year are CAGR.

SIP Performance Chart (SIP value 10000)

1M
3M
6M
1Y
3Y
5Y
10Y

Top 10 Holdings

Company	(%)

Top 10 Sectors

Sectors	(%)

Instrument Holdings

Instruments	(%)

Asset Allocation

Market Cap Allocation

Credit Rating

Rating	(%)

SIP Performance

Start Date

End Date

Investment Amount

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Lumpsum Performance

Start Date

End Date

Investment Amount

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Cost of Delay

Investment Date

Delayed Investment Date

Amount

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Rolling Returns rolled daily for the period

Ratios	[%]

What's In What's Out

What's In

Company Name	Mkt Value ( in Cr)	Holdings (%)

What's Out

Company Name	Mkt Value ( in Cr)	Holdings (%)