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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 (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 54.59 Cr As on (31-12-2024)
Turn over: 515.1
NAV as on 21-01-2025

20.5383

-0.57 (-2.7948%)

CAGR Since Inception

12.79%

NIFTY 500 TRI 12.43%

PERFORMANCE of Shriram ELSS Tax Saver Fund - Regular Growth

Scheme Performance (%) Data as on - 21-01-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Shriram ELSS Tax Saver Fund - Regular Growth 1.55 9.3 12.83 - 12.79
NIFTY 500 TRI 10.34 13.33 17.72 12.93 12.43
Equity: ELSS 12.19 13.66 17.46 12.61 15.08

Yearly Performance (%)

Nav Movement

Fund Managers

Gargi Bhattacharyya Banerjee, Deepak Ramaraju

Investment Objective

The Scheme seeks 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 0.56 -0.15 0.9 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Shriram ELSS Tax Saver Fund - Regular Growth

Compare SIP Compare Lumpsum
Period
Data as on - 21-01-2025
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 1.55 14.95 9.3 12.83 0.0
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 26.95 34.84 21.6 20.99 0.0
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 21.28 26.45 15.57 17.29 12.73
HSBC Tax Saver Equity Fund - Growth 05-01-2007 20.88 25.11 14.96 17.77 12.29
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 19.83 26.88 0.0 0.0 0.0
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 19.4 30.96 22.42 22.77 13.79
LIC MF ELSS Tax Saver-Regular Plan-Growth 31-03-1997 18.6 22.15 13.52 14.9 10.83
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 17.72 24.05 16.48 19.84 14.87
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 17.33 26.41 16.3 19.64 14.54
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option 05-04-2017 16.3 21.54 16.3 17.47 0.0

PORTFOLIO ANALYSIS of Shriram ELSS Tax Saver Fund - Regular Growth

Asset Allocation (%)