Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout)

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

19.98

9.01%

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 12.42
Sharpe Ratio 0.86
Alpha -0.77
Beta 0.94
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- - Income Distribution cum capital withdrawal Option (Payout) 20-12-2017 -3.94 8.46 12.84 12.3 -
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 8.07 13.5 14.42 11.56 11.35
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 8.05 13.3 15.72 16.95 13.52
HDFC ELSS Tax saver - Growth Plan 05-03-1996 7.96 15.77 20.21 21.94 14.62
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 6.55 13.55 16.63 17.39 -
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 6.27 9.68 14.07 22.95 20.14
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 5.81 11.7 14.72 16.62 14.24
BANDHAN ELSS Tax Saver Fund - Regular Plan - Growth 26-12-2008 5.74 10.71 15.35 19.6 15.35
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth 05-10-2016 5.58 10.52 14.3 17.1 -
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 5.33 15.5 19.17 19.65 16.37

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

7.8%

Others

13.77%

Large Cap

57.05%

Mid Cap

21.37%

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