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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.10 | 13.59 | 1.59 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.41 | 14.75 | 1.98 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 3 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY 50 - TRI |
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Navi ELSS Tax Saver Nifty 50 Index Fund | 25.74% | — | 25.30% |
Axis ELSS Tax Saver Fund | 31.68% | 8.32% | 17.98% |
SBI Long Term Equity Fund | 49.33% | 24.44% | 17.70% |
Mirae Asset ELSS Tax Saver Fund | 34.96% | 15.26% | 20.74% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
11.36 %
Holdings
8.66 %
Holdings
7.76 %
Aditya Mulki
AUM: ₹6,803.76 Cr.
|
Exp: 6yrs
Ashutosh Shirwaikar
AUM: ₹4,875.71 Cr.
|
Exp: 6yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
(unrealised)
Invested period > 3 year
Gains are treated as long-term capital gains and taxed at 10%