Samco ELSS Tax Saver Fund Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
1M
6M
1Y
All
NAV: 23 Feb 2024₹13.71
Min. SIP amount₹500
RatingNA
Fund size₹86.50Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity ELSS
Absolute returns
3M6M1YAll
Fund returns7.5%17.9%35.8%37.0%
Category averageNANA38.1%NA
Rank with in category382820NA
Understand terms

Holdings (36)

NameSectorInstrumentAssets
ServicesEquity5.92%
FinancialEquity5.64%
HealthcareEquity4.74%
FinancialEquity4.10%
DiversifiedEquity4.06%
Consumer StaplesEquity2.90%
Consumer StaplesEquity2.89%
TechnologyEquity2.89%
HealthcareEquity2.76%
Consumer StaplesEquity2.69%
See All

Pros and cons

Category: Equity ELSS

Pros

Cons

Exit load is zero
Lock-in period: 3Y
Lower expense ratio: 0.89%
1Y annualised returns lower than category average by 2.25%

Expense ratio, exit load and tax

Expense ratio: 0.89%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 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

Nirali Bhansali
Nov 2022 - Present
View details

Education
Ms. Nirali Bhansali is a B.E., MBA
Experience
She started as a senior analyst at Samco Securities Ltd. and has been the Head of Equity Research. She has over 7 years of work experience with more than 5 years capital markets and investment research.
Also manages these schemes

Umeshkumar Mehta
Aug 2023 - Present
View details

Education
Mr. Mehta is B.Com., C.A.
Experience
Prior to Samco AMC, he headed Samco Group Research Team and managed Public Relations through regular interaction in Business Channels and Print Media.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
1003 – A Naman Midtown 10th Floor,Senapati Bapat Marg,Prabhadevi (west), Mumbai 400013
Phone
NA
Launch Date
14 Sep 2021
E-mail
NA
Website
Samco Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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