Category: Equity: ELSS |
Launch Date: 05-12-2022 |
Asset Class: |
Benchmark: Nifty 500 TRI |
TER: 2.34% As on (29-02-2024) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 90.27 Cr As on (29-02-2024) |
Turn over: 1% | Exit Load: Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to generate long-term capital appreciation through investments made predominantly in equity and equity related instruments.
Standard Deviation | |
Sharpe Ratio | |
Alpha | |
Beta | |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
Samco ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-12-2022 | 32.92 | - | - | - | - |
SBI Long Term Equity Fund - Regular Plan- Growth | 31-03-1993 | 60.97 | 31.07 | 27.24 | 21.03 | 17.06 |
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan | 01-04-2000 | 58.14 | 25.08 | 30.98 | 30.46 | 25.19 |
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 57.27 | 29.27 | 23.31 | 19.41 | - |
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth | 25-02-2009 | 57.18 | 24.56 | 24.46 | 24.6 | 18.72 |
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option | 18-10-2019 | 53.81 | 26.34 | 18.23 | - | - |
HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 47.28 | 26.64 | 26.1 | 17.17 | 15.57 |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 47.01 | - | - | - | - |
Franklin India ELSS Tax Saver Fund-Growth | 05-04-1999 | 46.5 | 22.74 | 21.86 | 17.24 | 16.42 |
JM ELSS Tax Saver Fund (Regular) - Growth option | 31-03-2008 | 45.85 | 20.26 | 20.32 | 19.01 | 17.77 |
Small Cap
43.86%
Others
20.86%
Mid Cap
35.28%