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Tax Saving (ELSS) Strategy
Save tax while building wealth
Expected Return
12-16% p.a.
Risk Level
Moderate to High
Ideal Age
All age groups
Min. Horizon
3+ years (Lock-in)
Asset Allocation
100%
Equity
100% - Growth focused
Debt
0% - Stability & income
SIP Investment Projections
₹1,250 ₹12,500
Expected Annual Return: 12.00%
5 Years
Invested: ₹6,00,000
Returns: ₹2,24,864
Total: ₹8,24,864
10 Years
Invested: ₹12,00,000
Returns: ₹11,23,391
Total: ₹23,23,391
15 Years
Invested: ₹18,00,000
Returns: ₹32,45,760
Total: ₹50,45,760
20 Years
Invested: ₹24,00,000
Returns: ₹75,91,479
Total: ₹99,91,479
Recommended Fund Portfolio
Customize Your Portfolio: We've pre-selected the top funds based on 3-year performance. Customize by checking/unchecking funds. The SIP amount is automatically distributed, and expected returns are calculated from your selected funds' actual performance.
ELSS
100% • ₹10,000 (0 of 9 selected)
| Select | Fund Name | AMC | Monthly SIP | AUM | Expense | 3Y Return |
|---|---|---|---|---|---|---|
| SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH | SBI Mutual Fund | - | ₹4.64L Cr | 0.96% | 22.84% | |
| Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option | Motilal Oswal Mutual Fund | - | ₹1.48L Cr | 0.63% | 21.56% | |
| WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth | WhiteOak Capital Mutual Fund | - | ₹4.03K Cr | 0.66% | 20.84% | |
| HDFC ELSS Tax saver - Growth Option - Direct Plan | HDFC Mutual Fund | - | ₹2.42L Cr | 1.08% | 20.13% | |
| DSP ELSS Tax Saver Fund - Direct Plan - Growth | DSP Mutual Fund | - | ₹4.43L Cr | 0.69% | 19.48% | |
| BARODA BNP PARIBAS ELSS Tax Saver Fund - Direct Plan - Growth Option | Baroda BNP Paribas Mutual Fund | - | ₹4.27K Cr | 1.01% | 19.43% | |
| JM ELSS Tax Saver Fund (Direct) - Growth Option | JM Financial Mutual Fund | - | ₹3.78K Cr | 0.82% | 19.11% | |
| ITI ELSS Tax Saver Fund - Direct Plan - Growth Option | ITI Mutual Fund | - | ₹2.92K Cr | 0.31% | 18.72% | |
| HSBC ELSS Tax saver Fund - Direct Growth | HSBC Mutual Fund | - | ₹46.34K Cr | 1.16% | 18.62% |
Why Choose This Strategy?
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Goal-Aligned
Carefully designed allocation to match your financial goals and risk appetite.
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Expert Curated
Top performing funds selected based on historical performance and fund house reputation.
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Rebalancing
Periodic rebalancing recommendations to maintain optimal asset allocation.