Loading…
Loading…
| Tax treatment | Min investment | Compare | ||||
|---|---|---|---|---|---|---|
| Mirae Asset Large Cap | Medium | 10–14% | None | LTCG (>12mo) above ₹1.25L/yr taxed at 12.5%; STCG at 20% | ₹500/month SIP or ₹5,000 lump sum | |
| HDFC Top 100 | Medium | 10–14% | None | LTCG (>12mo) above ₹1.25L/yr taxed at 12.5%; STCG at 20% | ₹500/month SIP or ₹5,000 lump sum | |
| ICICI Pru Bluechip | Medium | 10–14% | None | LTCG (>12mo) above ₹1.25L/yr taxed at 12.5%; STCG at 20% | ₹500/month SIP or ₹5,000 lump sum | |
| SBI Bluechip | Medium | 10–14% | None | LTCG (>12mo) above ₹1.25L/yr taxed at 12.5%; STCG at 20% | ₹500/month SIP or ₹5,000 lump sum | |
| Nippon India Mid Cap | High | 12–18% | None | LTCG (>12mo) above ₹1.25L/yr taxed at 12.5%; STCG at 20% | ₹500/month SIP or ₹5,000 lump sum | |
| Kotak Midcap 50 | High | 12–18% | None | LTCG (>12mo) above ₹1.25L/yr taxed at 12.5%; STCG at 20% | ₹500/month SIP or ₹5,000 lump sum | |
| HDFC Mid-Cap Opp | High | 12–18% | None | LTCG (>12mo) above ₹1.25L/yr taxed at 12.5%; STCG at 20% | ₹500/month SIP or ₹5,000 lump sum | |
| Axis Midcap | High | 12–18% | None | LTCG (>12mo) above ₹1.25L/yr taxed at 12.5%; STCG at 20% | ₹500/month SIP or ₹5,000 lump sum | |
| Nippon India Small Cap | Very high | 13–22% | None | LTCG (>12mo) above ₹1.25L/yr taxed at 12.5%; STCG at 20% | ₹500/month SIP or ₹5,000 lump sum | |
| SBI Small Cap | Very high | 13–22% | None | LTCG (>12mo) above ₹1.25L/yr taxed at 12.5%; STCG at 20% | ₹500/month SIP or ₹5,000 lump sum | |
| Quant Small Cap | Very high | 13–22% | None | LTCG (>12mo) above ₹1.25L/yr taxed at 12.5%; STCG at 20% | ₹500/month SIP or ₹5,000 lump sum | |
| Axis Small Cap | Very high | 13–22% | None | LTCG (>12mo) above ₹1.25L/yr taxed at 12.5%; STCG at 20% | ₹500/month SIP or ₹5,000 lump sum | |
| Parag Parikh ELSS | High | 11–16% | 3 years (shortest lock-in of any 80C option) | Investment deductible up to ₹1.5L under 80C (old regime only); LTCG above ₹1.25L/yr taxed at 12.5% | ₹500/month SIP or ₹500 lump sum | |
| Mirae Asset ELSS | High | 11–16% | 3 years (shortest lock-in of any 80C option) | Investment deductible up to ₹1.5L under 80C (old regime only); LTCG above ₹1.25L/yr taxed at 12.5% | ₹500/month SIP or ₹500 lump sum | |
| Axis ELSS | High | 11–16% | 3 years (shortest lock-in of any 80C option) | Investment deductible up to ₹1.5L under 80C (old regime only); LTCG above ₹1.25L/yr taxed at 12.5% | ₹500/month SIP or ₹500 lump sum | |
| Quant ELSS | High | 11–16% | 3 years (shortest lock-in of any 80C option) | Investment deductible up to ₹1.5L under 80C (old regime only); LTCG above ₹1.25L/yr taxed at 12.5% | ₹500/month SIP or ₹500 lump sum | |
| DSP ELSS | High | 11–16% | 3 years (shortest lock-in of any 80C option) | Investment deductible up to ₹1.5L under 80C (old regime only); LTCG above ₹1.25L/yr taxed at 12.5% | ₹500/month SIP or ₹500 lump sum | |
| UTI Nifty 50 Index | Medium | 10–13% | None | LTCG (>12mo) above ₹1.25L/yr taxed at 12.5%; STCG at 20% | ₹100/month SIP (index fund) or 1 unit (ETF, ~₹250-300) | |
| HDFC Index Nifty 50 | Medium | 10–13% | None | LTCG (>12mo) above ₹1.25L/yr taxed at 12.5%; STCG at 20% | ₹100/month SIP (index fund) or 1 unit (ETF, ~₹250-300) | |
| Nippon Nifty BeES ETF | Medium | 10–13% | None | LTCG (>12mo) above ₹1.25L/yr taxed at 12.5%; STCG at 20% | ₹100/month SIP (index fund) or 1 unit (ETF, ~₹250-300) | |
| ICICI Pru Nifty 50 ETF | Medium | 10–13% | None | LTCG (>12mo) above ₹1.25L/yr taxed at 12.5%; STCG at 20% | ₹100/month SIP (index fund) or 1 unit (ETF, ~₹250-300) | |
| Parag Parikh Flexi Cap | Medium | 11–15% | None | LTCG (>12mo) above ₹1.25L/yr taxed at 12.5%; STCG at 20% | ₹500/month SIP or ₹5,000 lump sum | |
| Quant Flexi Cap | Medium | 11–15% | None | LTCG (>12mo) above ₹1.25L/yr taxed at 12.5%; STCG at 20% | ₹500/month SIP or ₹5,000 lump sum | |
| HDFC Flexi Cap | Medium | 11–15% | None | LTCG (>12mo) above ₹1.25L/yr taxed at 12.5%; STCG at 20% | ₹500/month SIP or ₹5,000 lump sum | |
| JM Flexicap | Medium | 11–15% | None | LTCG (>12mo) above ₹1.25L/yr taxed at 12.5%; STCG at 20% | ₹500/month SIP or ₹5,000 lump sum | |
| Motilal Oswal Nasdaq 100 | High | 8–15% | None | Taxed as a debt/other fund: gains added to income and taxed at your slab rate (post-April 2023 rules for funds with under 35% Indian equity) | ₹500/month SIP or ₹5,000 lump sum | |
| ICICI Pru US Bluechip | High | 8–15% | None | Taxed as a debt/other fund: gains added to income and taxed at your slab rate (post-April 2023 rules for funds with under 35% Indian equity) | ₹500/month SIP or ₹5,000 lump sum | |
| Edelweiss Greater China | High | 8–15% | None | Taxed as a debt/other fund: gains added to income and taxed at your slab rate (post-April 2023 rules for funds with under 35% Indian equity) | ₹500/month SIP or ₹5,000 lump sum | |
| Available on Smallcase platform · various thematic baskets | High | 10–20% | None | Direct stock LTCG/STCG rules apply to each holding individually (12.5%/20%) | Varies by basket — typically ₹5,000-₹25,000 minimum | |
| ASK Investment Managers | High | 12–20% | None | Each trade is a separate capital gains event in your own name — LTCG at 12.5% above ₹1.25L/yr, STCG at 20% | ₹50 Lakhs (SEBI mandated minimum) | |
| Marcellus | High | 12–20% | None | Each trade is a separate capital gains event in your own name — LTCG at 12.5% above ₹1.25L/yr, STCG at 20% | ₹50 Lakhs (SEBI mandated minimum) | |
| Motilal Oswal PMS · ₹50L minimum | High | 12–20% | None | Each trade is a separate capital gains event in your own name — LTCG at 12.5% above ₹1.25L/yr, STCG at 20% | ₹50 Lakhs (SEBI mandated minimum) |