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Tax Savers

We realise how important it is to maximise your savings while minimising your tax liability. Our skilled staff is committed to assisting you in navigating the complex world of taxation, providing bespoke solutions to optimise your financial condition. You can have peace of mind while preserving your financial future with our comprehensive range of Tax Savers services.

Why should you Invest inTax Saving fund- ELSS

  • This fund falls in the category of “Equity Linked Savings Scheme” (ELSS)
  • Intends to generate long-term capital appreciation through investments made primarily in equity and equity-related securities.
  • Provides tax benefit by way of deduction up to the limits specified under section *80C of Income Tax Act, 1961. The Scheme offers tax saving of upto Rs 1.5 lac coupled with potential benefit of longterm equity investments.
  • ICICI Prudential Long Term Equity Fund (Tax Saving) is an open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit.
  • This is applicable for investors opting for old regime. Consult your tax advisor for more details

Why ICICI Prudential Long Term Equity Fund (Tax Saving)?

  • Suitable for investors who wish to utilise the benefit of investing in equities and derive income tax benefits.
  • Investors who wish to have a blend of large, mid and small cap stocks can consider investing in this scheme.
  • The scheme while investing in stocks focuses on the fundamentals of the business, the industry structure, the quality of management, sensitivity to economic factors, the financial strength of the company and the key earnings drivers.

Portfolio Commentary

  • Large cap bias: The scheme is pre dominantly invested in large cap and has ~74% in large cap as on February 28, 2023
  • Sectors: The scheme has increased the exposure in the Banking & Financials, Healthcare sector due to positive outlook. We are overweight on domestic cyclical sectors like Banks and Finance, Auto &Telecom.(#Please refer to the disclaimer below)

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