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  • BNP Paribas LT Equity Fund (G) Franklin India Taxshield (G) IDFC Tax Advt (ELSS) Fund-Reg (G)

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    Aditya Banerjee
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    This document lists and provides 3-year and 5-year return percentages for three mutual funds - BNP Paribas LT Equity Fund(G), Franklin India Taxshield(G), and IDFC Tax Advt(ELSS) Fund-Reg(G) - that offer tax savings and moderate risk. It also includes the PPF investment rate for fiscal year 2016-2017 of 8.10% compounded annually and the long-term inflation forecast from OECD of 4.50%.

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    Plan your expenses

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    Financial Planning

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    This document lists and provides 3-year and 5-year return percentages for three mutual funds - BNP Paribas LT Equity Fund(G), Franklin India Taxshield(G), and IDFC Tax Advt(ELSS) Fund-Reg(G) - that offer tax savings and moderate risk. It also includes the PPF investment rate for fiscal year 2016-2017 of 8.10% compounded annually and the long-term inflation forecast from OECD of 4.50%.

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    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    6 views2 pages

    BNP Paribas LT Equity Fund (G) Franklin India Taxshield (G) IDFC Tax Advt (ELSS) Fund-Reg (G)

    Uploaded by

    Aditya Banerjee
    This document lists and provides 3-year and 5-year return percentages for three mutual funds - BNP Paribas LT Equity Fund(G), Franklin India Taxshield(G), and IDFC Tax Advt(ELSS) Fund-Reg(G) - that offer tax savings and moderate risk. It also includes the PPF investment rate for fiscal year 2016-2017 of 8.10% compounded annually and the long-term inflation forecast from OECD of 4.50%.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 2

    Best Mutual Funds (Tax Saving - Moderate Risk)*

    BNP Paribas LT Equity Fund(G)


    Franklin India Taxshield(G)
    IDFC Tax Advt(ELSS) Fund-Reg(G)
    *Source:
    PPF Investment Rate (FY 2016-17) (Compounded Annually)
    Long Term Infaltion (OECD Forecast)

    3 - Year Return (%)5 - Year Return (%)


    21.84%
    15.65%
    22.52%
    14.67%
    20.40%
    13.01%
    https://www.fundsindia.com/select-funds
    8.10%
    4.50%

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