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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.10 | 13.98 | 1.23 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 15.10 | 1.53 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 3 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY 50 - TRI |
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Navi ELSS Tax Saver Nifty 50 Index Fund | 21.69% | — | 23.72% |
Axis ELSS Tax Saver Fund | 25.72% | 8.31% | 17.73% |
SBI Long Term Equity Fund | 41.95% | 24.44% | 17.41% |
Mirae Asset ELSS Tax Saver Fund | 28.37% | 15.21% | 20.30% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
12.11 %
Holdings
8.37 %
Holdings
8.31 %
Aditya Mulki
AUM: ₹6,686.70 Cr.
|
Exp: 6yrs
Ashutosh Shirwaikar
AUM: ₹4,762.99 Cr.
|
Exp: 6yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
(unrealised)
Invested period > 3 year
Gains are treated as long-term capital gains and taxed at 10%