Samco ELSS Tax Saver Fund Regular Growth

Equity
ELSS
High Risk
3Y Lock In
1M
All
NAV: 09 Jun 2023₹10.61
Min. SIP amountNot Supported
RatingNA
Fund size₹47.51Cr

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
3M3M6MAll
Fund returnsNANANA0.3%
Category averageNANANANA
Rank with in category3333NANA
Understand terms

Holdings (34)

NameSectorInstrumentAssets
Procter & Gamble Hygiene and Health Care Ltd.Consumer StaplesEquity4.0%
Coforge Ltd.TechnologyEquity3.5%
AU Small Finance Bank Ltd.FinancialEquity3.5%
Suven Pharmaceuticals Ltd.HealthcareEquity3.5%
Central Depository Services (India) Ltd.FinancialEquity3.2%
Emami Ltd.Consumer StaplesEquity3.2%
Balkrishna Industries Ltd.AutomobileEquity3.1%
Multi Commodity Exchange Of India Ltd.ServicesEquity3.0%
Jubilant FoodWorks Ltd.ServicesEquity2.8%
Ajanta Pharma Ltd.HealthcareEquity2.8%
See All

Expense ratio, exit load and tax

Expense ratio: 2.34%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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

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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