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Shriram ELSS Tax Saver Fund

Growth
24.531.37% (+0.33)

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Shriram ELSS Tax Saver Fund

Growth
EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 54 Cr
Very High RiskPrinciple investment will be at very high risk
24.531.37% (+0.33)

Price Chart

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Returns
0.00%
1M
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1M
6M
1Y
3Y
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Max
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EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 54 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.6518.031.12
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4215.101.53

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth3 yrs0.00%
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

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Shriram ELSS Tax Saver Fund24.99%13.95%16.64%
Axis ELSS Tax Saver Fund25.72%8.31%17.73%
SBI Long Term Equity Fund41.95%24.44%17.41%
Mirae Asset ELSS Tax Saver Fund28.37%15.21%20.30%

Price Comparison

Compare Shriram ELSS Tax Saver Fund with any MF, ETF, stock or index
Compare Shriram ELSS Tax Saver Fund with any MF, ETF, stock or index
Shriram ELSS Tax Saver Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Futures & OptionsCash & EquivalentsEquity-1.97%7.60%94.37%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+23 moreLabs & Life Sciences ServicesHome Electronics & AppliancesIT Services & ConsultingOthersPharmaceuticals54.73 %5.22 %5.76 %7.20 %8.11 %18.97 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 246.44%7.03%4.31%2.85%22.69%18.97%
Pharmaceuticals as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Bajaj Auto Limited
    BAJAJ-AUTO
    3M change : 3.74 %

    Holdings

    3.74 %

    3.74 %
  • Trent Ltd
    TRENT
    3M change : 0.59 %

    Holdings

    3.54 %

    0.59 %
  • Sun Pharmaceutical Industries Ltd
    SUNPHARMA
    3M change : 3.39 %

    Holdings

    3.39 %

    3.39 %

AMC Profile

Shriram AMC Limited was incorporated on 27th July, 1994, and received the Certificate of Commencement of Business on 5th December, 1994. The Company received permission from SEBI to act as the AMC of Shriram Mutual Fund on 21st November, 1994

  • No.of Schemes

    7

  • Total AUM

    ₹ 847.50 Cr.

Fund Manager Profile

Deepak Ramaraju

AUM:  ₹847.50 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 20yrs

Gargi Bhattacharyya Banerjee

AUM:  ₹847.50 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 16yrs

Sudip More

AUM:  ₹847.50 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 19yrs

Manager Performance (0)

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Tax Implications

Invested period > 3 year

Gains are treated as long-term capital gains and taxed at 10%

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.

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Opinions and Fund Reviews

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