Category: Equity: ELSS |
Launch Date: 05-01-2007 |
Asset Class: Equity |
Benchmark: NIFTY 500 TRI |
TER: 2.47% As on (30-08-2024) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: - |
Turn over: 20% | Exit Load: Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme aims to provide long term capital appreciation by investing in a diversifiedportfolio of equity & equity related instruments of companies across various sectors and industries, with no capitalisation bias.
Standard Deviation | 13.57 |
Sharpe Ratio | 0.88 |
Alpha | 0.43 |
Beta | 1.0 |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 43.05 | 28.51 | 18.8 | 22.2 | 13.94 |
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 65.69 | 42.26 | 25.58 | 27.19 | - |
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option | 18-10-2019 | 54.91 | 35.68 | 20.04 | - | - |
SBI Long Term Equity Fund - Regular Plan- Growth | 31-03-1993 | 51.37 | 39.49 | 26.91 | 27.98 | 15.87 |
JM ELSS Tax Saver Fund (Regular) - Growth option | 31-03-2008 | 50.53 | 35.04 | 22.37 | 25.89 | 17.25 |
HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 47.12 | 31.24 | 19.34 | 22.37 | 14.87 |
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan | 01-04-2000 | 45.94 | 28.08 | 24.43 | 36.73 | 23.24 |
DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 45.23 | 31.62 | 20.21 | 25.12 | 17.15 |
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option | 01-01-2013 | 44.02 | 29.45 | 17.41 | 21.35 | 14.15 |
HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 42.96 | 32.77 | 24.22 | 23.92 | 13.74 |
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
29.63%
Others
1.55%
Large Cap
46.49%
Mid Cap
22.33%