NAV: 06 Jan 2025 | ₹102.59 |
Min. SIP amount | ₹500 |
Rating | 4 |
Fund size | ₹16,760.61Cr |
Min. for 1st investment | ₹500 |
Min. for 2nd investment onwards | ₹500 |
Min. for SIP | ₹500 |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 20.5% | 21.4% | 21.5% | 15.7% |
Category average | 17.7% | 15.3% | 19.4% | NA |
Rank with in category | 16 | 3 | 11 | NA |
Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
---|---|---|---|---|
Motilal Oswal ELSS Tax Saver Fund Direct IDCW | 5 | 42.8% | 27.4% | 4,194.64 |
SBI Long Term Equity Fund Direct Plan IDCW | 5 | 25.4% | 24.0% | 28,732.52 |
HDFC ELSS Tax Saver Direct Plan IDCW | 4 | 20.5% | 21.4% | 16,760.61 |
Bandhan ELSS Tax Saver Fund Direct Plan IDCW | 4 | 13.2% | 15.3% | 7,353.93 |
Quant ELSS Tax Saver Fund Direct IDCW | 5 | NA | NA | 11,560.66 |
Inclusive of GST
Nil
0.005% (from July 1st, 2020)
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.