Wednesday, April 10, 2019

Equity Linked Savings Scheme (ELSS) Funds



Equity Linked Saving Scheme (ELSS) is a type of mutual funds which invest at least 80% of the portfolio in equity instruments. ELSS Investments qualify for the tax benefits under section 80C of income tax act up to maximum of Rs 1,50,000/-

ELSS Fund offers Tax Benefits on the investment because most of the funds are utilised for the economic growth of the country. ELSS funds will have a minimum lock in period of 3 Years. Investing in ELSS has given better returns compared with other small savings instruments like Public Provident Fund (PPF), National Savings Certificate (NSC) etc

Mentotax recommends to Invest in ELSS for the following reasons:

# Save Tax:
Investing in ELSS funds can save tax up to Rs 46800 for person in 30% Tax slab, Rs 31200 for assesse in 20% Tax Slab and Rs 7800 for those who are in 5% Tax Slab.

# Create Wealth:
Elss funds help the investors to create wealth in long term by capital appreciation of the amount invested. Equity has delivered better returns compared to other asset classes over the years

# Short Lock In Period:
ELSS Funds have minimum lock in period of 3 Years. Compared with other small savings instruments like Public Provident Fund (PPF) has got 15 Years.

# Invest Small:
Investors can invest as small as Rs 500/- in ELSS Fund and no maximum cap on investments.

# Compounding Benefits:
ELSS fund delivers compounding benefits on the investment. It is always recommended to invest as early as possible.

#Systematic Approach:
ELSS fund can be invested via Systematic Investment Plan, Investing Regularly for the fixed sum of amount for Pre fixed Tenure. SIP gives better rupee cost averaging.

# Diversification:
ELSS Funds invest in various sectors, Companies across the equity segment. Investing in ELSS is always consider superior compared to direct equity.

# Tax Free Gains:
Capital Gains Up to Rs 1,00,000/- is exempted from Long Term Capital Gain Tax redeemed per financial Year.

# Inflation Beating Returns:
Inflation Is the general rise of Price levels. ELSS Funds Outperformed inflation beating returns compared to other traditional investments like Bank FD etc

Keep reading and support us!

For More Clarifications

Give Your Support on Social Media Sites by Just Clicking the below Links :

Instagram    *Twitter    *Facebook

No comments:

Post a Comment