Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)-Regular Plan-Growth Option
Category: Equity: ELSS
Launch Date: 20-12-2017
AUM:
₹ 45.71 Cr
Expense Ratio
2.2518%
Benchmark
S&P BSE 500 TRI
ISIN
INF666M01DN1
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Anupam Tiwari, Kaustubh Sule, Madhu Babu
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)-Regular Plan-Growth Option | 33.65 | 17.21 | 14.61 |
| S&P BSE 500 TRI | 34.51 | 19.59 | 19.04 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
18.23
Last change
0.15 (0.8228%)
Fund Size (AUM)
₹ 45.71 Cr
Performance
9.8% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities. The scheme shall offer tax benefits under Section 80C of the Income Tax Act.
Fund Manager
Anupam Tiwari, Kaustubh Sule, Madhu Babu
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI Bank Ltd. | 8.15 |
| Larsen & Toubro Ltd. | 5.54 |
| HDFC Bank Ltd. | 4.97 |
| Mahindra & Mahindra Ltd. | 3.45 |
| Axis Bank Ltd. | 3.03 |
| Reliance Industries Ltd. | 2.86 |
| Birlasoft Ltd. | 2.76 |
| Others | 2.67 |
| Bharti Airtel Ltd. | 2.53 |
| NTPC Ltd. | 2.47 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 28.46 |
| Automobile | 11.97 |
| Technology | 10.59 |
| Capital Goods | 8.07 |
| Construction | 6.47 |
| Services | 5.59 |
| Energy | 5.33 |
| Consumer Staples | 4.6 |
| Others | 4.12 |
| Healthcare | 4.12 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Groww ELSS Tax Saver Reg Gr | 14.61 |
| Quant ELSS Tax Saver Gr | 33.21 |
| SBI Long Term Equity Reg Gr | 22.85 |
| Motilal Oswal ELSS Tax Saver Fund Reg Gr | 21.61 |
| BANK OF INDIA ELSS Tax Saver Reg Gr | 26.68 |
| ITI ELSS Tax Saver Reg Gr | 0.0 |
| JM ELSS Tax Saver Fund Gr | 21.69 |
| HDFC ELSS Tax saver Gr | 18.8 |
| Franklin India ELSS Tax Saver Gr | 18.67 |
| Nippon India Tax Saver (ELSS) Gr Gr | 16.53 |