Also prefers companies with strategies to build strong brands and franchisesħ.Prefers companies with strong financials, reputed management and relatively less susceptible to recession or business cycles.Invests in stocks priced at material discount to their intrinsic value.Uses a bottom-up approach for stock selection across market capitalization.Constantly monitors future prospects and price targets for investment decisions.
BEST PERFORMING MUTUAL FUNDS IN INDIA 2015 DRIVERS
Uses a blended analysis of valuation support and growth drivers for stock selection.Follows a combination of top-down sector allocation and bottom-up stock selection approaches.Invests in established and emerging businesses to provide a combination of stability and growth.Seeks portfolio diversification across sectors and styles to create a durable portfolio.Uses multicap strategy of investing with a longer investment horizon.The bottom up approach is used to identify companies with strong competitive position in good businesses and stable management focused on long term fundamental growth.Top-down approach helps in analyzing changing economic trends, key policy changes, macroeconomic factors, infrastructure spending, etc.Uses a combination of bottom-up and top-down approach for stock selection.Uses capitalization bias, stock selection and sector allocation to generate alpha.Prefers companies growing their businesses on a profitable and sustainable basis and available at a reasonable price.Uses bottom-up approach for stock selection with a growth bias.Invests across market capitalisation and sectors with a long term perspective.Monitors the trading volumes of identified stocks before investment to avoid liquidity risk.Aims to invest in large base of stocks to avoid concentration risk.Prefers companies with high return ratios, robust business models and sustainable competitive advantages over their competitors.Investment decisions are based on broad analyses of the macro economy, business cycles and industry trends.Uses a bottom-up approach for stock selection driven by value investing in growth oriented businesses.Aims at building a diversified portfolio of strong growth companies at reasonable price across market capitalisation, themes and investment styles.Uses a research process based on fundamentals to analyse the growth potential of stocks having strong business models and sustainable competitive advantages over their competitors.Quality and long term earnings growth prospects are also used for stock selection.Can invest across market capitalisation, usually in a mix of large caps (around 50-100%) and select midcaps (up to 50%).Uses bottom-up approach for stock picking.Invests in quality businesses with a long term approach.(Data as on August 18, 2021: Source: Value Research) 1. Table of Best ELSS Funds for 2021: Fund Name This allows their fund managers greater flexibility to take a more long term view while dealing with market volatility with respect to other open-ended funds. The 3-year lock-in period in ELSS funds also reduces the redemption pressure for their fund managers during volatile markets. Thus, ELSS funds offer the highest form of liquidity among all tax saving investment options.Īs ELSS funds offer the greatest potential of creating wealth over the long term, these can be an excellent tool for achieving long term financial goals like children’s education fund and post-retirement corpus with contributions lower than its fixed income alternatives. The lock-in period of PPF is also 15 years whereas the lock-in period in case of ULIPs is 5 years. Among other Section 80C options, NSC has a lock-in period of 5 years whereas in case of tax-saving fixed deposits, the lock-in period is 5 years. Shortest lock-in period: The lock-in period of ELSS funds is just 3 years, the lowest among all tax saving investment options eligible for Section 80C deduction. Hence, being invested in equities, ELSS funds have the potential to generate higher returns other Section 80C instruments like Public Provident Fund (PPF), National Savings Certificate (NSC) and tax saving bank fixed deposits over the long term. Higher returns: Even though equities as an asset class can be very volatile in the short term, they usually beat other asset classes including the fixed income asset class by a wide margin over the long term. ELSS schemes have superior product features than other tax saving investment options under Section 80C like PPF, ULIP, NSC and tax saving bank FDs.
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