Shriram ELSS Tax Saver Fund - Regular Growth
| Category: Equity: ELSS |
| Launch Date: 18-01-2019 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 2.33% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 47.72 Cr As on (30-09-2025) |
| Turn over: 515.1% |
PERFORMANCE of Shriram ELSS Tax Saver Fund - Regular Growth
Scheme Performance (%)
Data as on - 15-10-2025Yearly Performance (%)
Fund Managers
Mr. Deepak Ramaraju, Mr. Sudip More and Mr. Prateek Nigudkar
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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 | 0.35 | -5.53 | 1.02 | - | - |
| Equity: ELSS | - | - | - | - | - | - |
PEER COMPARISION of Shriram ELSS Tax Saver Fund - Regular Growth
| 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 | -13.37 | 10.33 | 11.29 | 13.58 | 0.0 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 4.27 | 22.77 | 22.9 | 25.89 | 14.1 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 2.48 | 17.18 | 18.0 | 20.75 | 0.0 |
| Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | 01-12-2015 | 2.42 | 17.63 | 18.24 | 20.97 | 0.0 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 1.68 | 17.6 | 17.54 | 21.57 | 13.41 |
| Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option | 29-03-1996 | 1.16 | 16.67 | 15.65 | 14.2 | 11.11 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 1.12 | 13.33 | 14.05 | 20.0 | 0.0 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 0.87 | 20.92 | 0.0 | 0.0 | 0.0 |
| Sundaram ELSS Tax Saver Fund Regular Growth | 01-01-2013 | 0.78 | 14.99 | 15.57 | 20.54 | 13.8 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 0.49 | 20.9 | 20.11 | 21.62 | 13.39 |
