MONEYWISE

The following tips on saving and financial management contains very simple yet very powerful tips. This is the part of
the year when professionals begins to plan their investments and savings. The suggestions given below on saving on tax
could prove to be worth a great deal. Besides, Mr.Sathis Kumaar who is heading this initiative is a professional of
integrity, with 20 years of experience in this field and has a very enviable client base.

ELSS - TAX SAVER FUNDS PERFORMANCE

ICICI PRU INCOME PLAN

Scheme Objective
The scheme seeks to generate regular returns by putting around 75 percent of the investments in debt instruments, and
the balance in money market instruments. The plan aims to maintain the optimum balance of yield, safety liquidity.
Mutual Fund Family ICICI Prudential Asset Mgmt. Co. Ltd.
Fund Class Debt Medium Term
Fund Type Open Ended
Investment plan Dividend / Growth
Fund Manager Rahul Goswami
Entry Load 0.00%
Exit Load 2.00%
Comment Exit load of 2% for investment upto Rs 50 lakh if redeemed within 6
months from the date of allotment and 1.50% if redeemed after 6
months and on or before the expiry of 1 year from the date of allotment.
1% for redemptions done beyond 1 year upto 18 months from the date
of allotment and thereafter NIL exit load.
Risk Grade Above Average
Return Grade Above Average
Returns 1 Month - 10.29 % (Absolute Return)
3 Months – 13.57 % (Absolute Return)
1 Year – 17.76% (Absolute Return)