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

20.04

9.07%

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 13.46
Sharpe Ratio 0.54
Alpha -2.39
Beta 0.97
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 -5.16 10.43 12.71 12.9 -
HDFC ELSS Tax saver - Growth Plan 05-03-1996 7.25 17.63 20.35 22.49 14.86
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 6.41 14.39 15.74 17.37 13.82
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 5.58 14.91 14.12 12.07 11.58
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 4.54 15.32 16.48 17.71 -
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 4.3 13.07 14.54 17.05 14.58
BANDHAN ELSS Tax Saver Fund - Regular Plan - Growth 26-12-2008 3.69 11.85 15.04 19.88 15.69
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth 05-10-2016 3.59 12.21 14.19 17.63 -
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 3.3 11.38 13.81 23.42 20.48
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 3.21 13.53 16.43 18.83 -

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

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PORTFOLIO

Market Cap Distribution

Small Cap

17.4%

Others

2.97%

Large Cap

57.54%

Mid Cap

22.12%

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