Shriram ELSS Tax Saver Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Shriram ELSS Tax Saver Growth Direct Plan

NAV
₹24.2083
+0.54%
(14 Nov)
AUM
57 Cr
TER
0.65%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+50.0%
+42.5%
+36.9%
+29.7%
+29.7%
+25.4%
3Y
+23.0%
+21.9%
+20.6%
+18.3%
+14.1%
+11.9%
5Y
+23.7%
+24.8%
+21.6%
+24.4%
+19.3%
+16.7%
ALL
+19.5%
+17.3%
+15.8%
+24.5%
+15.7%
+16.4%
VOL
17.1%
15.6%
16.6%
14.3%
-
16.6%
TER
0.7%
0.9%
1.1%
0.6%
-
0.7%
AUM
₹4,074 Cr
₹27,559 Cr
₹15,935 Cr
₹4,274 Cr
-
₹57 Cr
INFO
1.14
1.11
0.96
1.72
-
0.99
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Shriram ELSS Tax Saver (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
Reliance Industries Ltd
4.8%
ICICI Bank Ltd
3.9%
Trent Ltd
3.6%
Tata Consultancy Services Ltd
3.3%
Infosys Ltd
3.3%
Net Receivables / (Payables)
3.2%
ITC Ltd
2.9%
NTPC Ltd
2.6%
Cipla Ltd
2.5%
Mahindra & Mahindra Ltd
2.5%
Top industry exposure
Industrials
25.3%
Consumer Cyclical
18.1%
Technology
12.9%
Financial Services
10.6%
Utilities
9.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
522%
Lock-in period
3Y
Exit load
No exit load
Fund objective
The primary investment objective of the Scheme is to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Fund manager(s)
Gargi Banerjee
Deepak Ramaraju
Sudip More

FAQs