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Samco ELSS Tax Saver Fund - Regular Plan - Growth Option

Fund House:
Samco Mutual Fund
Category:
Equity: ELSS
Status:
Open Ended Schemes
Launch Date:
05-12-2022
ISIN Number:
INF0K1H01057
Minimum Investment:
500
Minimum SIP:
Total Assets: (29-11-2024):
120.82
Nav (20-12-2024)
14.63
CAGR Since Inception:
21.03
Benchmark:
NIFTY 500 TRI
Expense Ratio (30-11-2024)::
2.38 %
Risko-Meter:
Very High
Exit Load:
Lock in period is 3 years from the date of allotment. The above investment in Samco ELSS Tax Saver Fund is eligible for availing tax benefits under Section 80C of Income Tax Act,1961
Asset Class
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Samco ELSS Tax Saver Fund - Regular Plan - Growth Option 13.24 0 0 0 0
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 51.18 40.6 29.09 24.18 0
HSBC ELSS Tax saver Fund - Regular Growth 36.8 29.61 20.7 19.49 14.27
HSBC Tax Saver Equity Fund - Growth 36.11 28.24 20.55 19.93 13.81
SBI Long Term Equity Fund - Regular Plan- Growth 32.96 32.06 25.91 24.21 14.95
JM ELSS Tax Saver Fund (Regular) - Growth option 31.4 28.38 20.78 21.39 15.88
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 31 28.89 0 0 0
Invesco India ELSS Tax Saver Fund - Growth 29.11 26.87 16.82 18.92 14.56
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 27.73 28.03 20.64 25.13 16.8
DSP ELSS Tax Saver Fund - Regular Plan - Growth 27.57 25.89 20.54 21.1 16.09
Fund Manager
Nirali Bhansali, Umeshkumar Mehta:
Scheme Objective
The scheme seeks to generate long-term capital appreciation through investments made predominantly in equity and equity related instruments.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Samco ELSS Tax Saver Fund - Regular Plan - Growth Option NIFTY 50 TRI Equity: ELSS
CAGR since inception 21.03% 13.95% 16.05%
1 Year 13.24% 12.84% 23.30%
3 Year 0.00% 13.73% 17.92%
5 Year 0.00% 15.28% 19.01%
10 Year 0.00% 12.46% 13.96%
Nav / Index Value as on2024-12-22 120.82% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Cash & Cash Equivalents 0.29
Equity 99.71
Company Holding
MOTILAL OSWAL FINANCIAL SERVICES LIMITED 7.76
SOLAR INDUSTRIES INDIA LIMITED 4.02
GODFREY PHILLIPS INDIA LIMITED 3.84
NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED 3.79
NATIONAL ALUMINIUM COMPANY LIMITED 3.66
VOLTAS LIMITED 3.14
360 ONE WAM LIMITED 3.13
CAPLIN POINT LABORATORIES LIMITED 3.01
ECLERX SERVICES LIMITED 2.99
GILLETTE INDIA LIMITED 2.96
FAQ's of Samco ELSS Tax Saver Fund - Regular Plan - Growth Option
How do I use the SIP Calculator to calculate Samco Mutual Fund ?

To calculate the Samco Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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