Introduction
An investor can claim the tax benefit on the ELSS investment period in the financial year he has invested. So, an investor can opt for either SIP’s or one-time bullet investment in ELSS. Most of the investors opt for monthly SIP rather than one time investment ELSS is a very good investment tool for tax saving and wealth creation. However, one should carefully scrutinize various ELSS schemes before making any investments. So, we have come-up with the best ELSS. We selected these schemes based on there 3 years CAGR and beta.
DSP BR Micro-Cap Fund (G) Fund Size
Rs. 2,213.86 Crore
Expense Ratio
2.57%
Past Return
1 Year Return
3 Year Return
5 Year Return
Fund
10.80%
41.78%
24.36%
SIP
15.30%
38.45%
32.18%
-3.94%
9.74%
7.94%
CNX BSE Sensex
Rs 2,97,474
Rs 1,00,000 Invested 5 years back
Rs 1,32,039
Rs 1,000 SIP Invested 5 years back
Note: Returns and figures were as on 30th May 2016
Scheme Snapshot – To generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities, which are not part of the top 300 companies by market capitalization.
Beta Sortino Ratio
0.91
3.25%
Reliance Small Cap Fund (G) Fund Size
Rs.1,831.89 Crore
Expense Ratio
2.52%
Past Return
1 Year Return
3 Year Return
5 Year Return
Fund
7.56%
39.49%
21.66%
SIP
5.46%
31.08%
28.95%
-3.94%
9.74%
7.94%
S&P BSE Sensex
Rs. 2,66,493
Rs. 1,00,000 Invested 5 years back
Rs. 1,22,345
Rs 1,000 SIP Invested 5 years back
Note: Returns and figures were as on 30th May 2016
Scheme Snapshot- To generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.
Beta Sortino Ratio
0.87
2.02%
Sundaram S.M.I.L.E Fund (G) Fund Size
Scheme Snapshot- To primarily achieve capital appreciation by investing mainly in small and midcap stocks in a diversified manner.
Rs. 1,122.66Crore
Expense Ratio
2.75%
Past Return
1 Year Return
3 Year Return
5 Year Return
Fund
-1.62%
33.31%
17.54%
SIP
0.19%
27.91%
24.40%
-3.94%
9.74%
7.94%
S&P BSE Sensex
Rs. 2,24,372
Rs. 1,00,000 Invested 3 years back
Rs. 1,09,766
Rs 1,000 SIP Invested 3 years back
Note: Returns and figures were as on 30th May 2016
Beta Sortino Ratio
1.08 2.08%
Our offering
We Offer
My Private Banker
My Financial Advisor
For Multi products Advice and online investing
For 360° Financial Management and Planning
Personalized Advice on all Investments
Comprehensive Financial Planning
Financial Goal Planning report
'0' brokerage on Shares and Mutual fund
Invest in Direct Plans of Mutual funds
Dedicated Personal Advisor for all needs
Tax planning
Income tax planning and Filing of Return*
Quarterly Review by experts
Accounting and record keeping*
Track all your Investments Online
Monthly review
Know More
Our Approach
1
2
3
4
5
Risk Profiling
Financial Goals
Right Portfolio
Buy/ Sell
Risk Capacity- How much Risk you can afford to take
All Financial Goals of the life
Investment Products right as per risk profile
With least Brokerage & Commission
Portfolio which is tax efficient
With Nil costs
Risk Attitude- How much Risk you want to take
The adjusted required them
Inflation amount to meet
Know best Investment Portfolio for you
hidden
Start Now
Regular Monitoring Of Portfolio Markets
and
Rebalance Investments when required
Customized Financial Management
Wealth Creation Advice
Monthly Savings Advice
Tax Saving Investments
In case you want to invest Lump Sum
In case you want to invest On Monthly basis
In case you want to Make Tax Saving Investments
Portfolio Tracker
Goal Planning
Online Transaction
If you want to Track your investments
In case you want to Plan your Financial Goals
In case you want to Buy and Sell any product
Why AdviseSure
Simple & Easy
Our Simple and easy Personal Finance Tools & self-help process, ensures that you take Better control of your entire Finance in 7 Minutes , to your satisfaction.
Paperless Process
Invest and Manage Online , on a Single Click. No need to Fill boring Physical forms and storing statements. Manage Your Finance with easy and simple back office.
Multiproduct
We advice on almost all Financial Products except banking accounts. You can transact in all products through us. Our technology will ensure superior Experience
Cost Effective
We don't Push Products to our Customers Like Agents or Brokers, for commissions or brokerages. You can continue buying and selling with your current Broker or Agent. However you can also transact through us at substantial low Cost.
Online Access
You can manage your account from anywhere through multiple support points.
AdviseSure Investment Advisors is India’s first only Advise platform where we help individual, managing personal finance. AdviseSure Investment Advisors is part of AdviseSure Ventures Private limited. AdviseSure Investment Advisors is a SEBI registered Investment Advisor and its associate/group company empanelled with AMFI as a distributor .You can execute transactions with your banker, stock broker or agent/ financial intermediary . We also offer transaction services through various associations, at a substantially lesser cost to our clients as compared to other financial intermediaries, so that you start your financial plan with AdviseSure Investment Advisors is a safe and secure platform. Our recommendations rely on historical data. Historical/ past performance is not a guarantee of future returns. The information and views presented here are prepared by AdviseSure Investment Advisors. The information contained herein is based on our analysis and upon sources that we consider reliable. We, however, do not vouch for the accuracy or the completeness thereof. This material is for personal information and we are not responsible for any loss incurred based upon it. This document is solely for the personal information of the recipient. The investments discussed or recommended here may not be suitable for all investors. Investors must make their own investment decisions based on their specific investment objectives and financial position and using such independent advice, as they believe necessary. While acting upon any information or analysis mentioned here, investors may please note that neither AdviseSure Investment Advisors nor any person connected with any associated companies of AdviseSure Investment Advisors , accepts any liability arising from the use of this information and views mentioned here. Each recipient of this document should make such investigations as they deem necessary to arrive at an independent evaluation of an investment in the securities of the companies referred to in this document (including the merits and risks involved), and should consult their own advisors to determine the merits and risks of such an investment.
AdviseSure Investment Advisors CORPORATE OFFICE : C411- Crystal Plaza, Opposite Infitni Mall, Link road, Andheri west, Mumbai 400053 -------------
Website : www.advisesure.com care@advisesure.com
Email: