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This document serves as an application form for investing in HDFC Long Term Advantage Fund and HDFC TaxSaver, both of which are open-ended equity linked savings schemes with a lock-in period of 3
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How to fill out application form for elss
How to fill out Application Form for ELSS Schemes
01
Gather necessary personal information: Ensure you have your name, address, date of birth, and contact details ready.
02
Obtain the application form: Request the ELSS application form from the fund house or download it from their website.
03
Fill in personal details: Complete the form with your full name, address, and other required personal information.
04
Provide investment details: Specify the amount you wish to invest in ELSS schemes.
05
KYC compliance: Attach necessary documents for Know Your Customer (KYC) compliance, such as PAN card, identity proof, and address proof.
06
Choose the investment option: Select between lump sum or SIP (Systematic Investment Plan) as your investment option.
07
Sign and date the form: Ensure to sign the application form and add the date.
08
Submit the form: Submit the completed application form and attached documents to the fund house or their authorized agent.
Who needs Application Form for ELSS Schemes?
01
Individuals who want to invest in equity-linked savings schemes (ELSS) for tax benefits.
02
Taxpayers looking for investment options under Section 80C of the Income Tax Act.
03
People aiming to diversify their investment portfolio with mutual funds.
04
Individuals who are looking for long-term wealth creation and potential capital appreciation.
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People Also Ask about
Which bank is best for ELSS?
Best ELSS Funds to Invest in 2025 Name1Y Returns Motilal Oswal ELSS Tax Saver Fund Direct - Growth Compare Start SIP 6.79% SBI ELSS Tax Saver Fund Direct - Growth Compare Start SIP -0.69% HDFC ELSS Tax Saver Fund Direct - Growth Compare Start SIP 6.05% ITI ELSS Tax Saver Fund Direct - Growth Compare Start SIP -0.29%36 more rows
How to apply for the Elss scheme?
You can invest in ELSS the same way that you invest in any Mutual Fund. The easiest way is through an Online Investment Services Account. You can invest either as a lump sum or via the SIP (systematic investment plan) route.
How to submit proof for ELSS?
Steps to request your ELSS Statement: Go to your profile. Select the 'Reports' option. Under 'Tax', find 'Mutual Fund - Capital Gains'. Choose the financial year and click 'Download'.
What is the form of ELSS?
ELSS (Equity Linked Savings Scheme) funds are ideal for individuals seeking to save on taxes while aiming for potential long-term growth. If you are looking to claim deductions under Section 80C and don't mind some equity market exposure, ELSS can be a good fit.
Can I buy ELSS anytime?
You can choose to invest in a lump sum or instalments via a SIP. All ELSS funds have a lock-in period of three years. Once the lock-in period ends for a particular instalment/lump sum investment, the ELSS becomes an open-ended equity-oriented investment scheme with full liquidity.
Is ELSS better than FD?
ELSS typically offers higher returns (12–16% CAGR), while FDs provide fixed returns of around 6–7.5%. What is the lock-in period for ELSS and FD? ELSS has a 3-year lock-in, whereas tax-saving FDs have a 5-year lock-in period.
Is ELSS taxable after 3 years?
ELSS investments held for more than three years are considered Long-Term Capital Assets and any gains from redemption are subject to Long-Term Capital Gains Tax (LTCG) at a rate of 10% on gains exceeding Rs 1 lakh. Additionally, the gains are eligible for indexation benefits, reducing the tax liability.
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What is Application Form for ELSS Schemes?
The Application Form for ELSS (Equity Linked Savings Scheme) is a document that investors fill out to invest in tax-saving mutual funds under Section 80C of the Income Tax Act in India.
Who is required to file Application Form for ELSS Schemes?
Individuals and Hindu Undivided Families (HUFs) looking to invest in ELSS schemes to benefit from tax deductions are required to file the Application Form.
How to fill out Application Form for ELSS Schemes?
To fill out the Application Form for ELSS Schemes, investors need to provide personal details such as name, address, PAN number, bank details, and the amount they wish to invest, along with the necessary KYC documents.
What is the purpose of Application Form for ELSS Schemes?
The purpose of the Application Form for ELSS Schemes is to formally authorize the mutual fund to initiate an investment on behalf of the investor while ensuring compliance with regulatory requirements.
What information must be reported on Application Form for ELSS Schemes?
The Application Form for ELSS Schemes must report personal identification details, contact information, investment amount, bank details for transaction, and KYC documents as required.
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