Groww ELSS Tax Saver Fund (Formerly Known As Indiabulls Tax Savings Fund)- Regular Plan- - Income Distribution Cum Capital Withdrawal Option (Payout)
Expense Ratio: 2.3
Risk: Very High
Equity Scheme - ELSS
Plan: Regular
Benchmark: BSE 500 TRI
Inception: 21-09-2017
Exit Load: Nil
Fund Size:₹53.06 Cr
Performance
1Y
Fund-10.05%
Cat. Avg.-4.61%
2Y
Fund-7.41%
Cat. Avg.-3.57%
3Y
Fund6.50%
Cat. Avg.9.32%
5Y
Fund5.46%
Cat. Avg.8.48%
10Y
FundN/A
Cat. Avg.12.30%
SI
Fund7.02%
Cat. Avg.11.77%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Limited | 3.66 | 7.23% |
| 2 | ICICI Bank Limited | 3.10 | 6.12% |
| 3 | Reliance Industries Limited | 2.63 | 5.19% |
| 4 | Bharti Airtel Limited | 1.76 | 3.48% |
| 5 | Net Receivable/Payable | 1.75 | 3.46% |
| 6 | Larsen & Toubro Limited | 1.68 | 3.33% |
| 7 | State Bank of India | 1.42 | 2.80% |
| 8 | Ashok Leyland Limited | 1.10 | 2.18% |
| 9 | Mahindra & Mahindra Limited | 1.08 | 2.13% |
| 10 | Kotak Mahindra Bank Limited | 1.01 | 2.00% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57554 | -4.1% | -8.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.14 L. | -4.9% | -5.0% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.74 L. | -3.4% | -2.3% |
| 5Y | 08 Nov, 21 | 3 L. | 3.36 L. | +12.1% | +4.6% |
| SI | 08 Jan, 18 | 5.30 L. | 7.62 L. | +43.7% | +8.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 89946 | -10.1% | -10.1% |
| 2Y | 16 Oct, 24 | 1 L. | 85721 | -14.3% | -7.4% |
| 3Y | 16 Oct, 23 | 1 L. | 1.21 L. | +20.8% | +6.5% |
| 5Y | 18 Oct, 21 | 1 L. | 1.30 L. | +29.5% | +5.3% |
| SI | 29 Dec, 17 | 1 L. | 1.82 L. | +81.8% | +7.0% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.