Tax Saver Plan
The best ELSS funds to help you save taxes smartly
10-12%
Historical growth
5+ Years
Recommended duration
3 Years
Lock-in

Discover the Scripbox science behind this plan, and how our automated best practices work for you

Optimise for Tax Saving

As this is a plan designed to help you save tax under Sec 80C, an asset allocation decision is not taking place here. We simply select the most effective ELSS funds for this plan.

Fund Selection

Scripbox Fund Ranking Algorithm™ recommends the top funds in sub-asset class allocation in each sub-category

Focus on growth options only
Most suitable from a tax-efficiency perspective
Eliminate small funds
Less flexibility as they are susceptible to redemption pressure
Eliminate funds without minimum 4-year track record
Recent short term performance may be misleading

Active Portfolio Management

After investing, a professional team of experts manage and monitor the portfolio

YEARLY TIMELINE
portfolio timeline
Scripbox Portfolio Scan™
Runs periodically to recommend switches, exits and asset allocation rebalance
Scripbox Annual Portfolio Review™
We review the performance of the portfolio and the funds on an annual basis and recommend changes to the basket, if any.
Our game-changing technology solution executes both of the above through a single click!

Tax Optimised Withdrawal

Scripbox Smart Withdraw™ powers tax-efficient withdrawal from the portfolio, whenever you need to. In the case of Tax Saving ELSS Funds, there is a mandatory 3-year lock-in.

What is this plan good for?

I am in my

Save Tax under Sec. 80C!
Use this plan to save tax under Sec. 80C and also grow wealth. Save up to Rs 46,800 in taxes (subject to an investment limit of Rs. 1.5 Lakhs). There is a 3-year lock-in for these funds.
Save Tax under Sec. 80C!
Use this plan to save tax under Sec. 80C and also grow wealth. Save up to Rs 46,800 in taxes (subject to an investment limit of Rs. 1.5 Lakhs). There is a 3-year lock-in for these funds.
Save Tax under Sec. 80C!
Check if your home loan, EPF, children's education fees etc. are taking care of your tax saving requirements under Sec. 80C. If you still have a gap and can invest more under 80C then consider this plan.
Save Tax under Sec. 80C!
Check if your home loan, EPF, children's education fees etc. are taking care of your tax saving requirements under Sec. 80C. If you still have a gap and can invest more under 80C then consider this plan.