Groww ELSS Tax Saver Fund (Formerly Known As Indiabulls Tax Savings Fund)- Direct Plan- Dividend 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-4.52%
Cat. Avg.-0.25%
2Y
Fund-1.26%
Cat. Avg.1.05%
3Y
Fund10.23%
Cat. Avg.13.31%
5Y
Fund10.80%
Cat. Avg.12.83%
10Y
FundN/A
Cat. Avg.14.53%
SI
Fund9.47%
Cat. Avg.14.60%
Fund Facts
Beta
0.98
Std Dev
3.881
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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Market Cap
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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 Aug, 25 | 60000 | 59255 | -1.2% | -2.5% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.19 L. | -0.8% | -0.8% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.89 L. | +5.0% | +3.3% |
| 5Y | 09 Aug, 21 | 3 L. | 3.71 L. | +23.8% | +8.6% |
| SI | 08 Jan, 18 | 5.15 L. | 8.45 L. | +64.1% | +11.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 94902 | -5.1% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 96843 | -3.2% | -1.6% |
| 3Y | 20 Jul, 23 | 1 L. | 1.34 L. | +33.9% | +10.2% |
| 5Y | 20 Jul, 21 | 1 L. | 1.67 L. | +67.0% | +10.8% |
| SI | 29 Dec, 17 | 1 L. | 2.17 L. | +116.9% | +9.5% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.