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

Shriram ELSS Tax Saver IDCW Payout Direct Plan

NAV
₹24.9764
+0.29%
(27 Dec)
AUM
54 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 above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+50.0%
+30.5%
+30.5%
+23.1%
+21.5%
+18.5%
3Y
+29.2%
+25.7%
+25.7%
+23.1%
+17.5%
+16.2%
5Y
+25.4%
+24.7%
+24.7%
+21.3%
+19.7%
+17.0%
ALL
+19.6%
+17.1%
+17.1%
+15.6%
+15.0%
+16.7%
VOL
17.6%
17.6%
17.6%
19.0%
-
16.6%
TER
0.7%
0.9%
0.9%
1.1%
-
0.7%
AUM
₹4,187 Cr
₹27,847 Cr
₹27,847 Cr
₹15,945 Cr
-
₹54 Cr
INFO
1.12
0.97
0.97
0.82
-
1.01
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 IDCW Payout (DP)
₹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 Oct
Top holdings
Net Receivables / (Payables)
7.6%
Bajaj Auto Ltd
3.7%
Trent Ltd
3.5%
Sun Pharmaceuticals Industries Ltd
3.4%
Bharti Airtel Ltd
2.9%
Torrent Pharmaceuticals Ltd
2.9%
Bosch Ltd
2.7%
Lupin Ltd
2.7%
Colgate-Palmolive (India) Ltd
2.4%
Motilal Oswal Financial Services Ltd
2.3%
Top industry exposure
Healthcare
24.2%
Consumer Cyclical
19.1%
Financial Services
11.6%
Industrials
10.6%
Technology
8.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
516%
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