Category: Equity: ELSS |
Launch Date: 31-03-1993 |
Asset Class: Equity |
Benchmark: S&P BSE 500 TRI |
TER: 1.7% As on (30-04-2024) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 7,760.97 Cr As on (30-04-2024) |
Turn over: 31% | Exit Load: Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to achieve long term capital appreciation by predominantly investing in equities. It also offers tax benefits under Section 80C. The investments may be made in primary as well as secondary markets and schme may also invest in overseas equity markets like ADRs/GDRs.
Standard Deviation | 12.47 |
Sharpe Ratio | 0.97 |
Alpha | -1.0 |
Beta | 0.91 |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
CANARA ROBECO ELSS TAX SAVER - REGULAR PLAN -IDCW (Payout) | 31-03-1993 | 31.62 | 22.35 | 17.41 | 19.38 | 15.48 |
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan | 01-04-2000 | 58.87 | 32.42 | 27.21 | 33.51 | 25.05 |
SBI Long Term Equity Fund - Regular Plan- Growth | 31-03-1993 | 58.66 | 38.18 | 28.05 | 23.41 | 16.72 |
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 56.84 | 38.02 | 26.19 | 21.93 | - |
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option | 18-10-2019 | 55.14 | 34.26 | 19.32 | - | - |
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth | 25-02-2009 | 54.82 | 34.18 | 25.0 | 26.69 | 18.6 |
JM ELSS Tax Saver Fund (Regular) - Growth option | 31-03-2008 | 50.19 | 31.71 | 24.07 | 21.96 | 17.88 |
HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 45.78 | 31.55 | 26.88 | 19.13 | 14.51 |
Franklin India ELSS Tax Saver Fund-Growth | 05-04-1999 | 44.15 | 28.45 | 22.29 | 18.95 | 16.13 |
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option | 05-09-2005 | 43.98 | 27.35 | 22.02 | 16.96 | 13.97 |
Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).
Small Cap
10.34%
Others
4.92%
Large Cap
68.86%
Mid Cap
15.88%