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Shriram ELSS Tax Saver Fund - Regular Growth

Fund House:
Shriram Mutual Fund
Category:
Equity: ELSS
Status:
Open Ended Schemes
Launch Date:
18-01-2019
ISIN Number:
INF680P01133
Minimum Investment:
500
Minimum SIP:
2000
Total Assets: (29-11-2024):
53.52
Nav (20-12-2024)
22.5124
CAGR Since Inception:
14.77
Benchmark:
NIFTY 500 TRI
Expense Ratio (30-11-2024)::
2.32 %
Risko-Meter:
Very High
Exit Load:
Nil
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Shriram ELSS Tax Saver Fund - Regular Growth 19.38 18.78 15.17 15.02 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
Gargi Bhattacharyya Banerjee, Deepak Ramaraju:
Scheme 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.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Shriram ELSS Tax Saver Fund - Regular Growth NIFTY 50 TRI Equity: ELSS
CAGR since inception 14.77% 13.95% 16.05%
1 Year 19.38% 12.84% 23.30%
3 Year 15.17% 13.73% 17.92%
5 Year 15.02% 15.28% 19.01%
10 Year 0.00% 12.46% 13.96%
Nav / Index Value as on2024-12-22 53.52% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Cash & Cash Equivalents 6.24
Equity 93.76
Company Holding
SUN PHARMACEUTICAL INDUSTRIES LTD. 3.3
TRENT LIMITED 3.15
BHARTI AIRTEL LIMITED 2.98
BOSCH LIMITED 2.74
LUPIN LIMITED 2.57
TORRENT PHARMACEUTICALS LIMITED 2.48
ICICI BANK LIMITED 2.36
GLENMARK PHARMACEUTICALS LIMITED 2.34
HCL TECHNOLOGIES LIMITED 2.31
DIVIS LABORATORIES LIMITED 2.31
FAQ's of Shriram ELSS Tax Saver Fund - Regular Growth
How do I use the SIP Calculator to calculate Shriram Mutual Fund ?

To calculate the Shriram 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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Shriram ELSS Tax Saver Fund - Regular Growth