LIC Jeevan Utkarsh

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Top 10 Tax Saver Mutual Funds for 2017 - 2018

Best 10 ELSS Mutual Funds to Invest in India for 2017

1. DSP BlackRock Tax Saver Fund

2. Tata India Tax Savings Fund 

3. Birla Sun Life Tax Relief 96

4. Sundaram Diversified Equity Fund

5. ICICI Prudential Long Term Equity Fund

6. Invesco India Tax Plan

7. Franklin India TaxShield 

8. Reliance Tax Saver (ELSS) Fund

9. BNP Paribas Long Term Equity Fund

10. Axis Tax Saver Fund

Invest in Best Performing 2017 Tax Saver Mutual Funds Online

Invest Best Tax Saver Mutual Funds Online

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DSP BlackRock Balanced Fund Details

    DSP BlackRock Fund Online 

DSPBR Balanced Fund below the following;

1.       Investment Illustration since inception of this scheme, 27th May 1999.

2.       Portfolio as on 30^th September 2017.

 

1. Scheme information

Inception date	27th May 1999
AUM	5922 crores
Equity	72.96%
Debt	27.04%
Average maturity	3.75 years
Modified duration	2.91 years
Fund Managers
Equity	Atul Bhole
Fixed Income	Vikram Chopra, Pankaj Sharma
Exit load	< 12 months- 1%:
	> 12months - Nil

 

 2.  Equity composition (percentage allocation)

Large Cap	Mid Cap	Small Cap	Micro Cap
48.4%	12.2%	6.6%	5.8%

 

3.Dividend history & dividend yield

Date	NAV	Dividend	Div yield
28-Sep-17	25.01	0.21	0.84%
28-Aug-17	25.55	0.21	0.82%
28-Jul-17	25.79	0.21	0.81%
28-Jun-17	24.99	0.21	0.85%
26-May-17	25.67	0.21	0.83%
28-Apr-17	25.61	0.21	0.82%
28-Mar-17	24.66	0.21	0.83%
28-Feb-17	24.21	0.21	0.85%
27-Jan-17	24.50	0.20	0.82%
28-Dec-16	22.71	0.21	0.92%
28-Nov-16	23.65	0.21	0.90%
28-Oct-16	25.40	0.23	0.92%
28-Sep-16	25.46	0.25	1.00%
26-Aug-16	24.85	0.25	1.00%
28-Jul-16	24.49	0.24	0.98%
28-Jun-16	23.31	0.23	1.00%
27-May-16	23.20	0.23	0.98%
28-Apr-16	22.84	0.23	1.00%
28-Mar-16	22.19	0.22	1.01%
26-Feb-16	20.94	0.21	1.02%
22-Jan-16	22.91	0.75	3.27%

 

4. Performance of the fund

Performance as on 30th September	1 Month	3 Months	6 Months	1 Year	2 Years	3 Years	5 Years	8 Years	10 Years	YTD	Since Inception
DSP BlackRock Balanced Fund - Growth	(1.52%)	2.63%	6.17%	11.06%	13.91%	13.81%	15.22%	12.13%	11.16%	17.86%	15.43%
CRISIL Balanced Fund - Aggressive Index	(1.41%)	2.48%	6.03%	11.87%	10.75%	8.63%	10.90%	8.80%	7.94%	14.60%	12.54%

*inception date 27^th May 1999

DSP BlackRock Balanced Fund: Product Labelling:
This Open Ended Balanced Scheme is suitable for investors
who are seeking*: Capital growth and income over a long term investment horizon; Investment primarily in equity/ equity related
securities, with balance exposure in money market and debt securities

Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Tax Saver ELSS Funds. Save Tax Get Rich

For further information contact SaveTaxGetRich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com

OR

Call us on 94 8300 8300