Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Significant holdings have underlying redflags
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.95 | 16.25 | 1.17 |
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 500 - 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 |
---|---|---|---|
Samco ELSS Tax Saver Fund | 21.28% | — | 23.40% |
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
6.20 %
Holdings
5.42 %
Holdings
4.65 %
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
6
Total AUM
₹ 2,625.10 Cr.
Nirali Bhansali
AUM: ₹777.78 Cr.
|
Exp: 5yrs
Umeshkumar Mehta
AUM: ₹2,582.92 Cr.
|
Exp: 20yrs
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