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
₹22.3825
-1.73%
(25 Apr)
AUM
48 Cr
TER
0.81%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+13.2%
+7.7%
+7.7%
+5.1%
+3.7%
-4.3%
3Y
+23.4%
+25.0%
+25.0%
+16.0%
+22.0%
+12.6%
5Y
+29.4%
+30.4%
+30.4%
+24.3%
+25.4%
+18.8%
ALL
+15.3%
+16.3%
+16.3%
+14.4%
+18.0%
+13.7%
VOL
19.1%
17.5%
17.5%
-
18.5%
16.8%
TER
1.1%
0.9%
0.9%
-
0.6%
0.8%
AUM
₹15,556 Cr
₹27,730 Cr
₹27,730 Cr
-
₹378 Cr
₹48 Cr
INFO
0.80
0.93
0.93
-
0.97
0.82
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 Mar
Top holdings
ICICI Bank Ltd
5.2%
HDFC Bank Ltd
4.3%
Eicher Motors Ltd
3.8%
Bajaj Holdings and Investment Ltd
3.6%
InterGlobe Aviation Ltd
3.6%
Sun Pharmaceuticals Industries Ltd
3.6%
Bajaj Finance Ltd
3.5%
Bharti Airtel Ltd
3.5%
Kotak Mahindra Bank Ltd
3.2%
The Federal Bank Ltd
2.9%
Top industry exposure
Financial Services
35.5%
Healthcare
14.1%
Consumer Cyclical
13.3%
Industrials
10.7%
Technology
8.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
495%
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