1M
6M
1Y
3Y
5Y
All
| NAV: 24 Apr 2025 | ₹20.94 |
| Min. SIP amount | ₹500 |
| Rating | NA |
| Fund size | ₹46.44Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
1 year
3 years
5 years
Total investment of ₹0
Would have become ₹0 (-0.00%)
Returns and rankings
Category: Equity ELSS
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 3.0% | 14.6% | 21.1% | 10.6% |
| Category average | 8.6% | 16.2% | 24.2% | NA |
| Rank with in category | 35 | 28 | 30 | NA |
Understand terms
Peer Comparison
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal ELSS Tax Saver Fund Direct Growth | 5 | 11.1% | 25.1% | 3,816.77 |
SBI Long Term Equity Fund Direct Plan Growth | 5 | 10.6% | 24.8% | 27,730.33 |
HDFC ELSS Tax Saver Fund Direct Plan Growth | 5 | 15.5% | 23.3% | 15,555.71 |
Parag Parikh ELSS Tax Saver Fund Direct Growth | 5 | 15.6% | 19.5% | 4,905.72 |
Quantum ELSS Tax Saver Fund Direct Growth | 4 | 12.2% | 18.9% | 209.18 |
Holdings (50)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
ICICI Bank Ltd. | Financial | Equity | 7.52% |
HDFC Bank Ltd. | Financial | Equity | 6.09% |
State Bank of India | Financial | Equity | 4.88% |
Persistent Systems Ltd. | Technology | Equity | 3.68% |
Bajaj Finance Ltd. | Financial | Equity | 3.57% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 3.25% |
Craftsman Automation Ltd. | Automobile | Equity | 2.89% |
Bharti Airtel Ltd. | Communication | Equity | 2.80% |
Larsen & Toubro Ltd. | Construction | Equity | 2.59% |
Infosys Ltd. | Technology | Equity | 2.52% |
Coforge Ltd. | Technology | Equity | 2.50% |
Eicher Motors Ltd. | Automobile | Equity | 2.34% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 2.29% |
Maruti Suzuki India Ltd. | Automobile | Equity | 2.28% |
Indian Bank | Financial | Equity | 2.26% |
Mphasis Ltd. | Technology | Equity | 2.25% |
Mrs. Bectors Food Specialities Ltd. | Consumer Staples | Equity | 1.98% |
Bank Of Baroda | Financial | Equity | 1.90% |
The Indian Hotels Company Ltd. | Services | Equity | 1.89% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 1.87% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 1.85% |
BSE Ltd. | Services | Equity | 1.83% |
eClerx Services Ltd. | Services | Equity | 1.71% |
Supreme Industries Ltd. | Chemicals | Equity | 1.71% |
Bharat Electronics Ltd. | Capital Goods | Equity | 1.60% |
Shriram Pistons & Rings Ltd | Automobile | Equity | 1.58% |
Yatharth Hospital & Trauma Care Services Ltd. | Healthcare | Equity | 1.56% |
Unimech Aerospace And Manufacturing Ltd. | Capital Goods | Equity | 1.56% |
Balkrishna Industries Ltd. | Automobile | Equity | 1.44% |
Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 1.42% |
Angel One Ltd. | Financial | Equity | 1.38% |
Navin Fluorine International Ltd. | Chemicals | Equity | 1.34% |
Apar Industries Ltd. | Diversified | Equity | 1.14% |
Ceat Ltd. | Automobile | Equity | 1.10% |
Power Finance Corporation Ltd. | Financial | Equity | 1.02% |
Awfis Space Solutions Ltd. | Services | Equity | 0.99% |
JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.93% |
Titan Company Ltd. | Consumer Discretionary | Equity | 0.89% |
Voltas Ltd. | Consumer Discretionary | Equity | 0.86% |
LTIMindtree Ltd. | Technology | Equity | 0.77% |
Suraksha Diagnostic Ltd. | Healthcare | Equity | 0.74% |
Deepak Fertilisers And Petrochemicals Corporation Ltd. | Chemicals | Equity | 0.73% |
Steel Strips Wheels Ltd. | Automobile | Equity | 0.62% |
Blue Star Ltd. | Consumer Discretionary | Equity | 0.54% |
Happy Forgings Ltd. | Metals & Mining | Equity | 0.52% |
Ultratech Cement Ltd. | Construction | Equity | 0.51% |
Cummins India Ltd. | Capital Goods | Equity | 0.49% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.49% |
Polycab India Ltd. | Capital Goods | Equity | 0.48% |
Uniparts India Ltd. | Automobile | Equity | 0.15% |
See All
Pros and cons
Category: Equity ELSS
Pros
Exit load is zero
Lower expense ratio: 0.55%
Cons
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Lock-in period: 3Y
Expense ratio, exit load and tax
Expense ratio: 0.55%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Fund management
Anupam TiwariMay 2023 - PresentView details
Anupam Tiwari
May 2023 - Present
View details
Education
Mr. Tiwari is a Chartered Accountant.
Experience
Prior to joining Groww Mutual Fund (formerly, Indiabulls Mutual Fund), he was associated with Axis Mutual Fund, Principal Mutual Fund (July 25, 2011-Sep 21, 2016), Reliance Life Insurance Ltd. (Sep 22, 2010-Jul 15, 2011) and Reliance MF (Mar 21, 2005-Sep 21, 2010).
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
505 – 5th Floor, Tower 2B, One World Centre, Near Prabhadevi Railway Station, Lower Parel,Maharashtra Mumbai 400013
Phone
8050180222
Launch Date
10 Apr 2008
Groww Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Website
www.karvymfs.comCompare funds
Groww ELSS Tax Saver Fund Direct Growth
VS
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Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
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