Category: Equity: ELSS |
Launch Date: 20-12-2017 |
Asset Class: Equity |
Benchmark: BSE 500 TRI |
TER: 2.3% As on (31-08-2025) |
Status: Open Ended Schemes |
Minimum Investment: 500 |
Minimum Topup: 500 |
Total Assets: 51.42 Cr As on 29-08-2025(Source:AMFI) |
Turn over: 99% |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Standard Deviation | 13.89 |
Sharpe Ratio | 0.58 |
Alpha | -1.12 |
Beta | 0.98 |
Yield to Maturity | - |
Average Maturity | - |
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 | -4.29 | 15.48 | 13.81 | 16.53 | - |
Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 4.96 | 17.99 | 17.86 | 22.37 | - |
HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 4.35 | 21.14 | 18.43 | 21.95 | 13.83 |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 3.84 | 20.63 | - | - | - |
HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 3.44 | 21.49 | 21.11 | 25.05 | 14.43 |
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
14.9%
Others
12.04%
Large Cap
54.39%
Mid Cap
18.65%