Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.10 | 13.52 | 1.67 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.41 | 14.67 | 2.07 |
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 | 25.78% | — | 24.77% |
Axis ELSS Tax Saver Fund | 31.90% | 7.94% | 17.89% |
SBI Long Term Equity Fund | 49.36% | 24.08% | 17.62% |
Mirae Asset ELSS Tax Saver Fund | 34.19% | 14.48% | 20.49% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
11.36 %
Holdings
8.66 %
Holdings
7.76 %
Aditya Mulki
AUM: ₹6,816.53 Cr.
|
Exp: 6yrs
Ashutosh Shirwaikar
AUM: ₹4,893.29 Cr.
|
Exp: 6yrs
Manager Performance (0)
Gains are treated as long-term capital gains and taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
(unrealised)
Returns
Insufficient Data