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Shriram ELSS Tax Saver Fund - Regular Growth

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Category: Equity: ELSS
Launch Date: 18-01-2019
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.34% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 50.71 Cr As on (30-06-2025)
Turn over: 515.1
NAV as on 01-08-2025

20.726

-0.27 (-1.2786%)

CAGR Since Inception

11.86%

NIFTY 500 TRI 12.43%

PERFORMANCE of Shriram ELSS Tax Saver Fund - Regular Growth

Scheme Performance (%) Data as on - 01-08-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Shriram ELSS Tax Saver Fund - Regular Growth -13.78 10.86 13.82 - 11.86
NIFTY 500 TRI -2.55 16.27 21.42 13.54 12.43
Equity: ELSS -2.66 16.9 21.07 13.05 14.7

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Deepak Ramaraju, Ms. Gargi Bhattacharyya Banerjee & Mr. Sudip More

Investment 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

RETURNS CALCULATOR for Shriram ELSS Tax Saver Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Shriram ELSS Tax Saver Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Shriram ELSS Tax Saver Fund - Regular Growth 12.69 0.67 -5.15 0.99 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Shriram ELSS Tax Saver Fund - Regular Growth

Compare SIP Compare Lumpsum
Period
Data as on - 01-08-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Shriram ELSS Tax Saver Fund - Regular Growth 18-01-2019 -13.78 10.57 10.86 13.82 0.0
HSBC Tax Saver Equity Fund - Growth 05-01-2007 7.1 23.28 19.41 22.56 13.0
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 5.49 21.61 0.0 0.0 0.0
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 3.78 19.09 18.89 22.57 0.0
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 3.61 27.91 25.98 26.08 16.0
HDFC ELSS Tax saver - Growth Plan 05-03-1996 2.55 21.98 22.06 25.35 13.17
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 1.68 12.2 13.68 20.03 0.0
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 0.74 15.07 15.47 21.01 13.16
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 0.7 16.64 15.81 21.2 12.69
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 10-05-2005 0.29 12.66 13.74 19.61 10.97

PORTFOLIO ANALYSIS of Shriram ELSS Tax Saver Fund - Regular Growth

Asset Allocation (%)