Category: Equity: ELSS |
Launch Date: 14-10-2022 |
Asset Class: |
Benchmark: BSE 500 TRI |
TER: 2.33% As on (31-08-2025) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 406.53 Cr As on 29-08-2025(Source:AMFI) |
Turn over: 44% | Exit Load: Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
To generate capital appreciation / income from a portfolio, comprising predominantly of equity and equity related instruments. There is no assurance that the investment objective of the Scheme will be achieved.
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(%) |
---|---|---|---|---|---|---|
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 4.4 | 20.6 | - | - | - |
HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 5.43 | 22.8 | 22.13 | 25.44 | 14.11 |
HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 4.93 | 20.92 | 19.36 | 21.28 | 13.28 |
Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 4.1 | 17.53 | 17.56 | 20.49 | - |
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 01-12-2015 | 3.64 | 17.27 | 17.44 | 20.49 | - |
HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 3.32 | 21.93 | 19.89 | 20.44 | 13.59 |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 3.07 | 12.97 | 13.49 | 19.58 | - |
ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 2.81 | 17.76 | 16.82 | 21.16 | 13.4 |
Sundaram ELSS Tax Saver Fund Regular Growth | 01-01-2013 | 2.68 | 14.96 | 14.95 | 20.18 | 13.94 |
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option | 29-03-1996 | 2.07 | 16.24 | 14.84 | 13.46 | 10.95 |
Small Cap
35.48%
Others
2.05%
Large Cap
51.7%
Mid Cap
10.77%