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

19.81

8.83%

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 0.51 7.31 13.23 11.59 -
HDFC ELSS Tax saver - Growth Plan 05-03-1996 9.92 14.65 20.51 20.68 14.83
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 9.5 11.9 14.74 10.12 11.27
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 9.47 11.99 16.79 15.89 17.62
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 9.02 12.67 15.92 15.41 13.53
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 8.09 14.7 19.34 18.27 16.37
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth 05-10-2016 7.28 9.22 14.54 15.5 -
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option 30-12-2008 7.11 12.24 16.86 14.91 12.51
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 01-09-2005 7.08 11.1 16.52 17.59 11.38
BANDHAN ELSS Tax Saver Fund - Regular Plan - Growth 26-12-2008 7.04 9.2 14.99 17.81 15.17

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

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