Groww ELSS Tax Saver Fund (Formerly Known As Indiabulls Tax Savings Fund)- Direct Plan- Growth Option
Expense Ratio: 0.85
Risk: Very High
Equity Scheme - ELSS
Plan: Direct
Benchmark: BSE 500 TRI
Inception: 21-09-2017
Exit Load: Nil
Fund Size:₹53.06 Cr
Performance
1Y
Fund-8.66%
Cat. Avg.-3.69%
2Y
Fund-5.96%
Cat. Avg.-2.52%
3Y
Fund8.18%
Cat. Avg.10.47%
5Y
Fund7.18%
Cat. Avg.9.67%
10Y
FundN/A
Cat. Avg.13.23%
SI
Fund8.80%
Cat. Avg.13.51%
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
Asset Class
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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% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57973 | -3.4% | -6.9% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.16 L. | -3.5% | -3.6% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.78 L. | -1.1% | -0.8% |
| 5Y | 08 Nov, 21 | 3 L. | 3.51 L. | +17.0% | +6.4% |
| SI | 08 Jan, 18 | 5.30 L. | 8.32 L. | +56.9% | +10.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 91338 | -8.7% | -8.7% |
| 2Y | 16 Oct, 24 | 1 L. | 88428 | -11.6% | -6.0% |
| 3Y | 16 Oct, 23 | 1 L. | 1.27 L. | +26.6% | +8.2% |
| 5Y | 18 Oct, 21 | 1 L. | 1.40 L. | +40.3% | +7.0% |
| SI | 29 Dec, 17 | 1 L. | 2.10 L. | +110.1% | +8.8% |
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.