SIP-Equity Tax Planning Graphs

Franklin India Tax shield- Growth

Investment multiplied by     : 8.86 times  in  19 years  23.62 % CAGR

Total Amount Invested         : 22.8 Lakhs

Valuation of Benchmark       : 89.3 Lakhs

Valuation of Fund                  : 202 Lakhs

HDFC- Long Term Advantage Firm- Growth

Investment multiplied by     : 7.3 times  in  17.2 years  20.6 % CAGR

Total Amount Invested         : 20.8 Lakhs

Valuation of Benchmark       : 75.1 Lakhs

Valuation of Fund                  : 152.2 Lakhs

 

ICICI Prudential Long Term Equity Fund Regular

Investment multiplied by     : 7.3 times  in  17.2 years  20.6 % CAGR

Total Amount Invested         : 20.8 Lakhs

Valuation of Benchmark       : 75.1 Lakhs

Valuation of Fund                  : 152.2 Lakhs

 

HDFC Tax Saver Growth Fund

Investment multiplied by     : 13.88 times  in  22 years  13.8 % CAGR

Total Amount Invested         : 26.5 Lakhs

Valuation of Benchmark       : 124.5 Lakhs

Valuation of Fund                  : 367.9 Lakhs

 

Aditya Birla SL- Tax Relief 96 Fund ELSS Regular- Growth

Investment multiplied by     : 2.55 times  in  10 years 17.7 % CAGR

Total Amount Invested         : 12.2 Lakhs

Valuation of Benchmark       : 20.9 Lakhs

Valuation of Fund                  : 31.1 Lakhs

 

Tata- India Tax Saving Fund Regular- Growth

Investment multiplied by     : 1.3 times  in  3.5 years 16.9 % CAGR

Total Amount Invested         : 4.2 Lakhs

Valuation of Benchmark       : 4.8 Lakhs

Valuation of Fund                  : 5.5 Lakhs

 

TAX-Reliance Tax Saver – Growth

Investment multiplied by     : 2.8 times  in  12.5 years 16.2 % CAGR

Total Amount Invested         : 15.1 Lakhs

Valuation of Benchmark       : 28.25 Lakhs

Valuation of Fund                  : 43.6 Lakhs

 

Canara Robeco Equity Diversified- Regular Plan- Growth

Investment multiplied by     : 3.2 times  in  15.6 years 15.2 % CAGR

Total Amount Invested         : 17.5 Lakhs

Valuation of Benchmark       : 41.9 Lakhs

Valuation of Fund                  : 57.4 Lakhs

 

JM – Tax Gain Fund-Growth

Investment multiplied by     : 2.1 times  in  10 years 14.2 % CAGR

Total Amount Invested         : 12.1 Lakhs

Valuation of Benchmark       : 20.3 Lakhs

Valuation of Fund                  : 24.7 Lakhs

 

Sundaram- Diversified Equity Growth

Investment multiplied by     : 2.57 times  in  12.92 years 14.03 % CAGR

Total Amount Invested         : 15.60 Lakhs

Valuation of Benchmark       : 30.76 Lakhs

Valuation of Fund                  : 40.72 Lakhs

DSP Blackrock Tax Saver Regular Fund- Growth

Investment multiplied by     : 2.5 times  in  10 years 13.19 % CAGR

Total Amount Invested         : 12.2 Lakhs

Valuation of Benchmark       : 19.15 Lakhs

Valuation of Fund                  : 31.07 Lakhs

 

DHFL Pramerica Diversified Equity Fund – Regular Plan – Growth Option

Investment multiplied by     : 1.18 times  in  3 years 12.59 % CAGR

Total Amount Invested         : 3.8 Lakhs

Valuation of Benchmark       : 4.3 Lakhs

Valuation of Fund                  : 4.4 Lakhs

 

Union Tax Saver Scheme -Growth Option

Investment multiplied by     : 1.45 times  in  6.3 years 11.8 % CAGR

Total Amount Invested         : 7.6 Lakhs

Valuation of Benchmark       : 10.5 Lakhs

Valuation of Fund                  : 10.54 Lakhs

 

SaharaTax Gain- Growth

Investment multiplied by     : 2.4 times  in  21 years 7.8 % CAGR

Total Amount Invested         : 25.3 Lakhs

Valuation of Benchmark       : 11.5 Lakhs

Valuation of Fund                  : 62.2 Lakhs

 

Quantum – Tax Saving Fund- Growth

Investment multiplied by     : 1.01 times  in  1 years 2.06 % CAGR

Total Amount Invested         : 1.3Lakhs

Valuation of Benchmark       : 1.34 Lakhs

Valuation of Fund                  : 1.3 Lakhs