Category: Equity: ELSS |
Launch Date: 31-03-1996 |
Asset Class: Equity |
Benchmark: BSE 500 TRI |
TER: 2.44% As on (31-07-2025) |
Status: Open Ended Schemes |
Minimum Investment: 500 |
Minimum Topup: 500 |
Total Assets: 78.41 Cr As on 31-07-2025(Source:AMFI) |
Turn over: 54% | Exit Load: NA |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
To provide long term capital appreciation over the life of the scheme through investment pre-dominantly in equity shares, besides tax benefits
Standard Deviation | 11.47 |
Sharpe Ratio | 1.12 |
Alpha | 4.2 |
Beta | 0.75 |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
Taurus ELSS Tax Saver Fund - Regular Plan - Growth | 31-03-1996 | 3.31 | 18.17 | 18.15 | 18.78 | 12.93 |
HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 8.44 | 22.58 | 18.32 | 21.84 | 13.02 |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 7.98 | 21.88 | - | - | - |
Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 7.38 | 19.79 | 18.37 | 21.95 | - |
HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 5.56 | 22.85 | 21.33 | 24.57 | 13.48 |
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
11.98%
Others
7.96%
Large Cap
67.02%
Mid Cap
13.04%