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
Based on the asset allocation, Scripbox Fund Ranking Algorithm™ recommends the top funds in each asset class
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
Scripbox Portfolio Audit™
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.