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3 Best Tax Saving (ELSS) Mutual Funds (Telugu)
Original: 3 Best Tax Saving Mutual Funds తెలుగులో
Takeaway
When picking ELSS funds, look beyond returns at drawdown depth, valuation metrics, and quality of underlying holdings.
Summary
- Reviews ELSS tax-saving mutual funds with detailed risk-return metrics: max drawdowns (e.g., -28.57% during March 2020 COVID crash), alpha, beta, R-squared, Sharpe ratios, and standard deviations vs category averages.
- Portfolio composition analyzed: large cap (~70%+), mid cap (~20.07%), small cap (~3.85%) allocations as of Oct 2019; top holdings include Reliance Industries, TCS, Asian Paints, Bajaj Finance, HDFC Bank, SRF, Britannia, Dr. Reddy's, Axis Bank.
- Valuation metrics for each fund: price-to-book, price-to-sales (1.64-3.58), price-to-cash-flow (13.25-22.58), dividend yield (1.34-1.62%), long-term earnings growth (~17-26%), sales growth (~13-15%), cash flow growth (~5-11%).
- Concludes one fund's portfolio is sitting on relatively expensive valuations, signalling caution for new lump-sum entries.
elsstax-savingmutual-funds
Original description
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