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Samco ELSS Tax Saver Fund

Growth

EquityEquity Linked Savings Scheme (ELSS)

Small-size FundAssets Under Mgmt: ₹ 119 Cr

Very High RiskPrinciple investment will be at very high risk

14.501.47% (+0.21)

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EquityEquity Linked Savings Scheme (ELSS)

Small-size FundAssets Under Mgmt: ₹ 119 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.95	16.87	0.62

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.42	15.10	1.53

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
Growth	3 yrs	0.00% Nil

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 500 Initial: ₹ 500 Incremental: ₹ 500

BenchmarkBenchmark
NIFTY 500 - TRI

About Equity Linked Savings Scheme (ELSS)

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.

Peers & Comparison

Comparing 3 mutual funds from
EquityEquity Linked Savings Scheme (ELSS)

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
Samco ELSS Tax Saver Fund	14.08%	—	21.34%
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%

Price Comparison

Compare Samco ELSS Tax Saver Fund with any MF, ETF, stock or index

Samco ELSS Tax Saver Fund

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AMC Profile

Samco’s mission is to provide retail investors access to sophisticated financial technology that can assist them in creating wealth at a lower cost. As a sponsor, Samco Securities Limited is responsible for discharging its functions and responsibilities towards the fund in accordance with the Securities and Exchange Board of India (MF) Regulations.

No.of Schemes
7
Total AUM
₹ 2,788.00 Cr.

Fund Manager Profile

Nirali Bhansali

AUM: ₹775.59 Cr.

Exp: 5yrs

Umeshkumar Mehta

AUM: ₹2,839.81 Cr.

Exp: 20yrs

Tax Implications

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

Returns can't be withdrawn/realised during the lock-in period. Tax is only applicable on realised gains.

You make

(unrealised)

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