JP Morgan India Smaller Companies

Tax Saving Mutual Funds Online

Current open Infra Bond Application form

 

This is an equity fund with a focus on mid and small sized companies. According to the November 2011 portfolio, around 83 per cent of the equity portfolio is in mid and small cap stocks.

 

This fund is not the best in its category - 'Equity: Mid & Small Cap'. It holds a three star rating indicating that there are plenty of better options to select from. But then, it's not the worst either. Take a look at its trailing returns and annual returns and you will see what we are saying.

The fund was launched in November 2007, just before the extreme turmoil that the market witnessed in 2008. Sure, the net asset value (NAV) is below the Rs 10 mark, but it has shown positive returns over a longer period.

 

It is futile to predict the future. If you need the money, sell. If you do not, then you can hold till the market shows some sign of recovery. But for the future, as an investor, you need to understand the inherent risk when investing in equity funds and take a look at its performance with regards to the benchmark and the category.

 

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Invest in Tax Saving Mutual Funds ( ELSS Mutual Funds ) to upto Rs 1 lakh and Save tax under Section 80C.

 

Invest Tax Saving Mutual Funds Online

Tax Saving Mutual Funds Online

These links can be used to Purchase Mutual Funds Online that are regular also (Investment, non-tax saving)

 

Download Tax Saving Mutual Fund Application Forms from all AMCs

Download Tax Saving Mutual Fund Applications

 

These Application Forms can be used for buying regular mutual funds also

 

Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds )

1. HDFC TaxSaver
2. ICICI Prudential Tax Plan
3. DSP BlackRock Tax Saver Fund
4. Birla Sun Life Tax Relief '96
5. Reliance Tax Saver (ELSS) Fund
6. IDFC Tax Advantage (ELSS) Fund
7. SBI Magnum Tax Gain Scheme 1993
8. Sundaram Tax Saver

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Application form for Tax Saving Infrastructure Bond and more information

Current open Infra Bond Application form

 

Submit filled up application    Collection canter near you

 

 

 

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How to apply to REC Bonds?

Apply for REC Tax Free Bonds forms below

Download REC Tax Free Bond Application Forms

Submit the filled up form to Collection canter near you