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  • Samco ELSS Tax Saver Fund (Growth)
Samco Mutual Fund

Samco ELSS Tax Saver Fund (Growth)

EquityTax Saving

12.9

NAV (Dec 01)

28.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Scripbox Recommended Tax Saving Fund
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.9

NAV (Dec 1)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
28.6%
6 Month CAGR
21.2%

Scheme Information

Investment Objective

The investment objective of the scheme is to generate long-term capital appreciation through investments made predominantly in equity and equity related instruments. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Expense Ratio
2.34
Launched (1y ago)
Dec 29, 2022
AUM in Crores
66.775
ISIN
INF0K1H01057
Lock-in
3
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Umeshkumar Mehta

Fund Manager

Nirali Bhansali

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Samco ELSS Tax Saver Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-12-01

Top Stock Holdings

clearing corporation of india ltd

20%
20%

suven pharmaceuticals ltd

5.3%
5.3%

multi commodity exchange of india ltd

5.2%
5.2%

central depository services (india) ltd

4.4%
4.4%

emami ltd

3.8%
3.8%
See all holdings

Allocation by Sector

financial services

16.7%
16.7%

healthcare

15.7%
15.7%

consumer defensive

13.9%
13.9%

technology

12.3%
12.3%

consumer cyclical

8.9%
8.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 11,883 cr

₹ 11,693 cr

₹ 17,531 cr

₹ 10,182 cr

₹ 9,101 cr

About the AMC

Samco Asset Management Pvt Ltd

Samco Asset Management Pvt Ltd manages assets worth 1,275 crores and was set up on null. It's current offering of mutual fund schemes includes 2 equity funds.amc-img
+91 63572 22000
mfdistributor@samcomf.com
Fund NameScripbox Opinion
Till Date CAGR

-

28.6%

-

%

-

6.3%

-

6.2%

-

16.2%

Samco ELSS Tax Saver Fund (G) Review

Samco ELSS Tax Saver Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 28.6% over a period of 0 years. The fund is managed by Samco Asset Management Pvt Ltd. The fund managers are Nirali Bhansali, Umeshkumar Mehta.

Nav of Samco ELSS Tax Saver Fund (G) as of 12/1/2023 is ₹12.90 with the total AUM as of 12/3/2023 is ₹66.775. With Scripbox you can compare and check the latest nav for all mutual funds in India. Samco ELSS Tax Saver Fund (G) was launched on Dec 29, 2022. The category risk of the fund is Very High Risk.

The minimum SIP amount for Samco ELSS Tax Saver Fund (G) is ₹1000 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Samco ELSS Tax Saver Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.

Samco ELSS Tax Saver Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Samco ELSS Tax Saver Fund (G).

Frequently Asked Questions

What is Samco ELSS Tax Saver Fund (G)?

Samco ELSS Tax Saver Fund (G) is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Samco ELSS Tax Saver Fund (G)?

You can invest in Samco ELSS Tax Saver Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Samco ELSS Tax Saver Fund (G)?

The minimum sip amount for Samco ELSS Tax Saver Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Samco ELSS Tax Saver Fund (G) good to invest in?

As per Scripbox experts, Samco ELSS Tax Saver Fund (G) is a Not Reviewed Yet fund. You can investSamco ELSS Tax Saver Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Samco ELSS Tax Saver Fund (G)?

The expense ratio of the Samco ELSS Tax Saver Fund (G) is 2.34% for regular plan.