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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 (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 53.08 Cr As on 31-12-2025(Source:AMFI)
Turn over: 99% | Exit Load: Lock in period is 3 years from the date of Allotment
NAV as on 12-01-2026

19.84

0.03 (0.1512%)

CAGR Since Inception

8.84%

Benchmark: 12.38%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

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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 1.8 6.5 13.82 11.54 -
HDFC ELSS Tax saver - Growth Plan 05-03-1996 10.96 14.16 21.13 20.33 15.08
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 10.88 11.31 17.18 15.61 17.78
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 10.64 11.09 15.02 10.06 11.38
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 10.62 12.14 16.26 15.1 13.69
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 9.74 14.22 19.72 18.04 16.55
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 01-09-2005 8.9 10.45 16.83 17.2 11.56
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option 30-12-2008 8.58 11.56 17.27 14.7 12.68
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth 05-10-2016 8.5 8.18 14.9 15.24 -
BANDHAN ELSS Tax Saver Fund - Regular Plan - Growth 26-12-2008 8.15 8.38 15.38 17.46 15.37

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

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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