Parag Parikh Tax Saver Fund

Best NFOs New Fund Offers, ELSS- Equity Linked Saving Schemes, Equity Fund

Parag Parikh Tax Saver Fund

Parag Parikh Mutual Fund has launched new An open-ended ELSS- Equity Linked Saving Scheme with a statutory lock in of 3 years and tax benefit , Kotak Focused Equity Fund.

NFO Period:-

July 04, 2019 To July 18, 2018.

During NFO : Lumpsum at a NAV of Rs 10/unit.

After NFO : Lumpsum or SIP at prevailing market NAV

Scheme Type:-

An open-ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit.

Benchmark Index:-

NIFTY 500 Index TRI.

Investment Objective:-

The investment objective of the Scheme is to generate long-term capital appreciation through a diversified portfolio of equity and equity related instruments (80% of total assets in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).

However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

This Scheme is suitable for investors seeking:-

  • Long term capital growth.
  • Investment in equity & equity related securities across market capitalisation.

Minimum Application Form:-

Rs. 5000 and in multiple of Rs. 500 thereafter.

No Transaction Charges on any Investment Amount.

To Invest

To Apply offline Download KIM & Application Form Parag Parikh Tax Saver Fund 

Cheque will be drawn in favor of Parag Parikh Tax Saver Fund.

You Can Also INVEST ONLINE

To Download KYC Forms Click Here

Application Forms can be sent at Your nearest CAMS Location

For More Information Call 9315120004, Or Whatsapp your query @ 9896155783.

Mutual Fund Investments are Subject To Market Risks Please read Offer Documents before Making Investments

SHRIRAM Long Term Equity Fund

Best NFOs New Fund Offers, ELSS- Equity Linked Saving Schemes

SHRIRAM Long Term Equity Fund

Shriram Mutual Fund has launched new Open Ended Equity Linked Saving Scheme (ELSS),  SHRIRAM Long Term Equity Fund.

Scheme Type:-

An Open Ended Equity Linked Saving Scheme with a Statutory Lock in of 3 Years and Tax Benefit.

NFO Period:-

December 17, 2018 To January 18, 2019 and at prevailing NAV after NFO period.

Advantages of ELSS

ELSS or tax-saving funds are the smartest investment options for the long term. They come with benefits such as:

  • Dual Benefits: Investment Growth through Equity as well as Tax Saving.
  • Superior Returns
  • Better Liquidity
  • Compulsory 3 Year Lock-in Period: Lower Risk
  • Fund Manager Flexibility: Performance Stability
  • Long-term Outlook
  • Diversified Portfolio

 

Investment Objective:-

The primary investment objective of the Scheme is to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time.
However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

This Scheme is suitable for investors seeking:-

  • Long term capital appreciation with a 3 years lock in and tax benefit
  • investment in diversified portfolio of predominantly equity & equity-related securities.

Minimum Application Amount:-

Minimum of Rs. 500/- and in multiples of Rs. 500/- thereafter.

Benchmark Index:-

NIFTY 500 index.

No Transaction Charges on any Investment Amount.

To Invest

 

Application form can be downloaded via Application Form Shriram Long Term Equity Fund

Cheque will be drawn in favor of Shriram Long Term Equity Fund.

To Download KYC Forms Click Here

Application Forms can be sent at Your nearest CAMS Location

For More Information Call 9315120004, 9896155783, You can also whatsapp your query @ 9896155783.

Mutual Fund Investments are Subject To Market Risks Please read Offer Documents before Making Investments

SBI Long Term Advantage Fund – Series VI

Best NFOs New Fund Offers, ELSS- Equity Linked Saving Schemes, Equity Fund

SBI Long Term Advantage Fund – Series VI

SBI Mutual Fund has launched new Close Ended ELSS Equity linked saving scheme offer, SBI Long Term Advantage Fund – Series VI.

NFO Period:-

April 11, 2018 To July 10, 2018.

 

Key Features

Scheme Type:-

A 10 Year Close Ended Equity Linked Saving Scheme.

Triple Benefits of investing in SBI Long Term Advantage Fund – Series VI​: Tax Savings, Potential Capital Appreciation and Tax Free Returns​.

To identify stocks across market cap utilising asset allocation, top-down and bottom-up approach.

​No Investment bias: The scheme will seek opportunities across market capitalisation, i.e. large caps, mid caps and small caps.​

Targete​d towards investors wishing to save tax, tax-free returns and having a long-term investment horizon.

 

Investment Objective:-

The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and  equity-related instruments of companies along with income tax benefit.

This Scheme is suitable for investors seeking:-

  • Capital appreciation over a period of 10 years.
  • Investment in equity and equity related instruments of companies along with income tax benefit under section 80C of the Income Tax Act 1961.

Minimum Application Amount:-

Rs. 500 and in multiple of Rs. 500 thereafter.

Being A Close Ended Scheme Investment is Possible only during NFO Period.

No Transaction Charges on any Investment Amount.

To Invest

Application Form can be downloaded via Application Form SBI Long Term Advantage Fund – Series VI

Cheque will be drawn in favor of SBI LONG TERM ADVANTAGE FUND – SERIES VI.

You Can Also INVEST ONLINE

To Download KYC Forms Click Here

Application Forms can be sent at Your nearest CAMS Location

For More Information Call 9315120004, 9896155783, You can also whatsapp your query @ 9896155783.

Mutual Fund Investments are Subject To Market Risks Please read Offer Documents before Making Investments

Sundaram Long Term Tax Advantage Fund Series IV

Best NFOs New Fund Offers, ELSS- Equity Linked Saving Schemes, Equity Fund

Sundaram Long Term Tax Advantage Fund Series IV

Sundaram Mutual Fund has launched new close ended equity oriented scheme, Sundaram Long Term Tax Advantage Fund Series IV.

NFO Period:-

March 27, 2018 To June 27, 2018.

Scheme Type:-

A close ended equity linked saving scheme with a statutory lock in of 3 years and Income Tax Benefit U/S 80C.

Benchmark Index:-

S&P BSE 500 Index..

Investment Objective:-

The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

However, there is no guarantee or assurance that the investment objective of the scheme will be achieved

This Scheme is suitable for investors seeking:-

  • Capital appreciation over a period of 10 years.
  • Investment in equity and equity related instruments  along with income tax benefit.

Minimum Application amount:-

Rs. 5000 and in multiple of Rs. 500 thereafter.

Being A Close Ended Scheme Investment is Possible only during NFO Period.

No Transaction Charges on any Investment Amount.

To Invest


Combo Application Form 

As NFO Closing date is falling on June 2018 you can use Combo Application form where you will invest in Sundaram Income Plus Fund and there after funds will be automatically switched to Sundaram Long Term Tax Advantage Fund Series IV.

Application Form can be downloaded via Application Form Sundaram Long Term Tax Advantage Fund Series IV

Cheque will be drawn in favor of Sundaram Income Plus

You Can Also INVEST ONLINE

To Download KYC Forms Click Here

Application Forms can be sent at Your Nearest Sundaram Mutual Fund Office.

For More Information Call 9315120004, Or Whatsapp your query @ 9896155783.

Mutual Fund Investments are Subject To Market Risks Please read Offer Documents before Making Investments