- Mutual Funds
- Shriram Mutual Fund
- Shriram ELSS Tax Saver Fund (G)
Shriram ELSS Tax Saver Fund (G)
₹ 19.69
NAV (Apr 03)
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).
Scheme Information
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 | 2.3418 % |
Launched 6Y ago | 2019-01-25 |
AUM in Crores | 44.3 |
ISIN | INF680P01133 |
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 | 0.2 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Reliance Industries Ltd.
4.73%Others
4.18%ICICI Bank Ltd.
3.87%Tata Consultancy Services Ltd.
3.19%Trent Ltd.
2.95%
Allocation by Sector
Financial
22.44%Technology
12.08%Automobile
11.15%Consumer Staples
10%Healthcare
9.98%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 21,526 cr | ||
₹ 60,177 cr | ||
₹ 25,723 cr | ||
₹ 14,981 cr | ||
₹ 46,114 cr |
Shriram ELSS Tax Saver Fund (G) Review
Shriram ELSS Tax Saver Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 11.57% over 6 years. The fund has grown over a period of 6 years. The fund is managed by Shriram Mutual Fund. The fund managers are Deepak Ramaraju, Gargi Bhattacharyya Banerjee, Sudip Suresh More.
Nav of Shriram ELSS Tax Saver Fund (G) as of 4/3/2025 is ₹19.69 with the total AUM as of 4/5/2025 is ₹44.32. With Scripbox you can compare and check the latest nav for all mutual funds in India. Shriram ELSS Tax Saver Fund (G) was launched on 2019-01-25. The category risk of the fund is Very High.
The minimum SIP amount for Shriram ELSS Tax Saver Fund (G) is ₹500 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.
Shriram 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 NIFTY 500 Total Return Index.
Scripbox has rated it 1 star, indicating it's not a recommended fund in the Equity category and delivered -5.83% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Shriram ELSS Tax Saver Fund (G).