Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)-Regular Plan-Growth Option

Fund House: Groww Mutual Fund
Category: Equity: ELSS
Launch Date: 20-12-2017
Asset Class: Equity
Benchmark: BSE 500 TRI
TER: 2.3% As on (28-11-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 53.36 Cr As on 28-11-2025(Source:AMFI)
Turn over: 99% | Exit Load: Lock in period is 3 years from the date of Allotment

20.22

9.11%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 6 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities. The scheme shall offer tax benefits under Section 80C of the Income Tax Act.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.25
Sharpe Ratio 0.61
Alpha -2.32
Beta 0.96
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)-Regular Plan-Growth Option 20-12-2017 0.75 8.2 14.33 12.39 -
HDFC ELSS Tax saver - Growth Plan 05-03-1996 10.83 15.45 21.71 21.41 15.11
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 10.51 12.77 18.01 16.67 17.99
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 10.46 12.86 15.81 10.85 11.57
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 10.04 13.55 17.24 16.25 13.85
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 8.75 15.38 20.57 19.0 16.73
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth 05-10-2016 8.56 9.93 15.75 16.37 -
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 01-09-2005 8.11 12.11 17.98 18.53 11.77
BANDHAN ELSS Tax Saver Fund - Regular Plan - Growth 26-12-2008 8.08 10.13 16.34 18.61 15.55
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 8.01 11.54 16.09 15.93 14.54

Scheme Characteristics

Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

7.8%

Others

13.77%

Large Cap

57.05%

Mid Cap

21.37%

Scheme Documents

There are no scheme documents available

Feedback
Notification