Category: Equity: ELSS |
Launch Date: 14-10-2022 |
Asset Class: |
Benchmark: BSE 500 TRI |
TER: 2.33% As on (30-04-2025) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 359.81 Cr As on 30-04-2025(Source:AMFI) |
Turn over: 44% | Exit Load: Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & 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(%) |
---|---|---|---|---|---|---|
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 16.52 | 27.1 | - | - | - |
HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 16.72 | 26.16 | 21.96 | 25.18 | 13.24 |
DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 16.51 | 26.71 | 23.07 | 27.26 | 15.94 |
HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 15.54 | 28.19 | 26.08 | 28.73 | 13.49 |
Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 14.59 | 21.52 | 20.79 | 27.18 | - |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 13.47 | 16.26 | 16.46 | 23.81 | - |
LIC MF ELSS Tax Saver-Regular Plan-Growth | 31-03-1997 | 13.16 | 19.78 | 19.28 | 21.25 | 11.41 |
HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 13.1 | 24.51 | 22.95 | 24.21 | 13.44 |
Tata ELSS Tax Saver Fund-Growth-Regular Plan | 13-10-2014 | 12.72 | 20.22 | 19.35 | 23.25 | 14.16 |
Franklin India ELSS Tax Saver Fund-Growth | 05-04-1999 | 12.38 | 25.64 | 23.05 | 27.81 | 13.35 |
Small Cap
29.41%
Others
5.06%
Large Cap
52.54%
Mid Cap
12.99%