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Friday, March 4, 2016

Post Tax Returns Liquid and Liquid Plus Vs Arbitrage Funds

Invest Arbitrage Funds Online
 

Scheme Name

PRE TAX Return %

Post Tax Returns

PRE TAX Return %

Post Tax Returns

PRE TAX Return %

Post Tax Returns

PRE TAX Return %

Post Tax Returns

1 Month

STCG

DDT

3 Month

STCG

DDT

6 Month

STCG

DDT

1 Year

STCG

DDT

Birla SL Cash Mgr Fund(G)

6.22

4.36

4.43

6.04

4.23

4.3

6.98

4.89

4.97

7.81

5.46

5.56

Reliance Money Manager Fund(G)

6.29

4.41

4.48

6.29

4.4

4.47

7.23

5.06

5.15

8.22

5.75

5.85

Tata Treasury Manager Fund ( G )

5.4

3.78

3.84

5.96

4.17

4.24

6.82

4.77

4.85

7.82

5.47

5.56

Edelweiss Arbitrage Fund-Reg(G)***

5.07

4.92

5.07

5.52

5.35

5.52

5.78

5.6

5.78

7.19

7.19

7.19

Post Tax Alpha over Liquid / Liquid Plus Fund with highest return in this analysis

 

0.51%

0.59%

 

0.95%

1.05%

 

0.54%

0.63%

 

1.44%

1.34%

Difference in returns on Investments of 10000000

 

51000

59000

 

95000

105000

 

50000

63000

 

144000

134000

 

Disclaimer : Schemes in comparison are only for illustration purpose , not as a matter to de-sell any of them. Mutual funds investments are subject to market risk, please read scheme features carefully.

***  In arbitrage Schemes  generally 80% - 100% returns paid as dividend , in this calculation we are assuming 80% of NAV growth paid as dividend

STCG in Arbitrage   ( Investment tenure < 1 years)    15%

LTCG in Arbitrage   (Investment tenure > 1 years)    NIL

DDT ( Dividend Distribution Tax)   NIL

STCG in Liquid / Debt funds ( Investment tenure < 3 years) : As per income slab

LTCG in Liquid / Debt fund ( Investment tenure => 3 years) 20% Plus 3% Education Cess with Indexation

DDT ( Dividend Distribution Tax) Individuals 28.84% , Non - Individuals 34.608% .

 
 
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