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Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)-Regular Plan-Growth Option

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Category: Equity: ELSS
Launch Date: 20-12-2017
Asset Class: Equity
Benchmark: BSE 500
Expense Ratio: 2.25% As on (31-07-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 49.47 Cr As on (31-07-2024)
Turn over: 99%
NAV as on 09-09-2024

20.81

0.05 (0.2403%)

CAGR Since Inception

11.49%

BSE 500 15.15%

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PERFORMANCE of Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)-Regular Plan-Growth Option

Scheme Performance (%)

Data as on - 09-09-2024

Yearly Performance (%)

Fund Managers

Anupam Tiwari, Madhu Babu

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.

RETURNS CALCULATOR for Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)-Regular Plan-Growth Option

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 Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)-Regular Plan-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)-Regular Plan-Growth Option 12.42 0.88 0.04 0.91 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)-Regular Plan-Growth Option

Compare SIP Compare Lumpsum
Period
Data as on - 09-09-2024
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)-Regular Plan-Growth Option 20-12-2017 38.12 23.65 16.04 17.73 0.0
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 59.08 39.18 24.07 26.03 0.0
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 49.53 37.32 26.38 27.2 15.59
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 48.62 32.67 18.62 0.0 0.0
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 46.15 33.17 22.16 25.25 17.13
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 44.26 30.03 20.16 24.7 17.01
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 43.0 27.47 24.03 35.79 23.09
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 42.59 29.17 18.67 21.55 14.57
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 25-02-2009 41.84 29.44 18.95 28.26 17.32
HDFC ELSS Tax saver - Growth Plan 05-03-1996 41.78 30.72 23.91 23.2 13.59

PORTFOLIO ANALYSIS of Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)-Regular Plan-Growth Option

Asset Allocation (%)