Shriram Mutual Fund

Shriram ELSS Tax Saver Fund Direct Plan Growth

₹ 22.73

NAV (May 12)

17.966%
5 Year CAGR
Scripbox Opinion
not-recommended
Not Recommended
Click here for top ranked funds in tax saving mutual funds.

Tax Saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Scripbox Recommended Tax Saving Fund
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Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn morecheveron-blue

Scheme Information

Investment Objective

The Scheme seeks to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time.

Expense Ratio
0.8418 %
Launched 6Y ago
2019-01-25
AUM in Crores
48.1
ISIN
INF680P01158
Lock-in (days)
1095
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation (3yr)
-
Standard Deviation
15.5
Beta
1
Sharpe Ratio
0.3
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Reliance Industries Ltd.

4.73%
4.73%

Others

4.18%
4.18%

ICICI Bank Ltd.

3.87%
3.87%

Tata Consultancy Services Ltd.

3.19%
3.19%

Trent Ltd.

2.95%
2.95%
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Allocation by Sector

Financial

22.44%
22.44%

Technology

12.08%
12.08%

Automobile

11.15%
11.15%

Consumer Staples

10%
10%

Healthcare

9.98%
9.98%
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Frequently Asked Questions

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