Category: Equity: ELSS |
Launch Date: 31-03-2008 |
Asset Class: Equity |
Benchmark: S&P BSE 500 TRI |
TER: 2.37% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 127.83 Cr As on (31-03-2024) |
Turn over: 126.64% | Exit Load: Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme aims at achieving long term growth of capital along with income tax relief for investment .At least 80% of the funds will be invested in equity instruments.
Standard Deviation | |
Sharpe Ratio | 0.9 |
Alpha | -2.75 |
Beta | 1.29 |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
JM ELSS Tax Saver Fund (Regular) - IDCW | 31-03-2008 | 46.47 | 28.27 | 22.44 | 20.84 | 18.26 |
SBI Long Term Equity Fund - Regular Plan- Growth | 31-03-1993 | 56.33 | 34.87 | 27.15 | 22.09 | 17.16 |
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 55.71 | 34.75 | 24.75 | 21.12 | - |
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan | 01-04-2000 | 53.96 | 28.17 | 26.17 | 31.93 | 25.39 |
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option | 18-10-2019 | 52.15 | 31.27 | 18.46 | - | - |
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth | 25-02-2009 | 49.74 | 30.43 | 23.26 | 25.74 | 19.09 |
JM ELSS Tax Saver Fund (Regular) - Growth option | 31-03-2008 | 46.47 | 28.27 | 22.44 | 20.84 | 18.26 |
HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 43.56 | 29.12 | 26.07 | 18.06 | 15.31 |
Franklin India ELSS Tax Saver Fund-Growth | 05-04-1999 | 43.24 | 26.47 | 21.84 | 18.11 | 16.58 |
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option | 01-01-2013 | 41.66 | 23.86 | 17.3 | 17.36 | 15.75 |
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
39.32%
Others
5.71%
Large Cap
36.26%
Mid Cap
18.71%