| Name | Sector | Instrument | Assets | 
|---|---|---|---|
| Aster DM Healthcare Ltd. | Healthcare | Equity | 5.94% | 
| Affle 3I Ltd. | Technology | Equity | 5.69% | 
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 5.49% | 
| KSB Ltd. | Capital Goods | Equity | 4.00% | 
| TVS Holdings Ltd. | Automobile | Equity | 3.97% | 
| Sapphire Foods India Ltd. | Services | Equity | 3.93% | 
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 3.69% | 
| CSB Bank Ltd. | Financial | Equity | 3.68% | 
| Navin Fluorine International Ltd. | Chemicals | Equity | 3.61% | 
| Kei Industries Ltd. | Capital Goods | Equity | 3.59% | 
| Laurus Labs Ltd. | Healthcare | Equity | 3.53% | 
| Procter & Gamble Health Ltd. | Healthcare | Equity | 3.47% | 
| Greenpanel Industries Ltd. | Consumer Staples | Equity | 3.35% | 
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 3.32% | 
| RateGain Travel Technologies Ltd. | Technology | Equity | 2.79% | 
| JK Cement Ltd. | Construction | Equity | 2.62% | 
| Equitas Small Finance Bank Ltd. | Financial | Equity | 2.57% | 
| PVR Inox Ltd. | Services | Equity | 2.13% | 
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 2.06% | 
| SIS Ltd. | Services | Equity | 2.05% | 
| Angel One Ltd. | Financial | Equity | 1.89% | 
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 1.81% | 
| RHI Magnesita India Ltd. | Construction | Equity | 1.65% | 
| Westlife Foodworld Ltd. | Services | Equity | 1.56% | 
| PNB Housing Finance Ltd. | Financial | Equity | 1.46% | 
| Tata Steel Ltd. | Metals & Mining | Equity | 1.38% | 
| Natco Pharma Ltd. | Healthcare | Equity | 1.33% | 
| R Systems International Ltd. | Technology | Equity | 1.32% | 
| Grindwell Norton Ltd. | Metals & Mining | Equity | 1.19% | 
| Birlasoft Ltd. | Technology | Equity | 1.19% | 
| Ganesha Ecosphere Ltd. | Textiles | Equity | 1.06% | 
| Century Plyboards (India) Ltd. | Consumer Staples | Equity | 0.99% | 
| The Phoenix Mills Ltd. | Construction | Equity | 0.96% | 
| Butterfly Gandhimathi Appliances Ltd. | Consumer Discretionary | Equity | 0.86% | 
| Can Fin Homes Ltd. | Financial | Equity | 0.85% | 
| Carborundum Universal Ltd. | Metals & Mining | Equity | 0.61% | 
| Brigade Enterprises Ltd. | Construction | Equity | 0.61% | 
| MM Forgings Ltd. | Metals & Mining | Equity | 0.36% | 
| Min. for 1st investment | Not Supported | 
| Min. for 2nd investment onwards | Not Supported | 
| Min. for SIP | Not Supported | 
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 7.2% | 21.2% | 32.2% | 18.6% | 
| Category average | 4.2% | 18.5% | 26.3% | NA | 
| Rank with in category | 3 | 2 | 3 | NA | 
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) | 
|---|---|---|---|---|
| SBI ELSS Tax Saver Fund Direct Plan IDCW | 5 | 4.4% | 24.9% | 30,419.61 | 
| HDFC ELSS Tax Saver Fund Direct Plan IDCW | 5 | 9.9% | 22.7% | 16,644.54 | 
| JM ELSS Tax Saver Fund Direct Plan IDCW | 4 | 3.8% | 22.4% | 212.85 | 
| DSP ELSS Tax Saver Fund Direct Plan IDCW | 4 | 5.0% | 21.0% | 16,749.39 | 
| Bandhan ELSS Tax Saver Fund Direct Plan IDCW | 4 | 5.3% | 17.1% | 6,947.79 | 
Inclusive of GST
Nil
0.005% (from July 1st, 2020)
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
