KS
Kartik SoralFund Manager Since 22 Jan 2021
EquityELSS (Tax Savings)
Shriram ELSS Tax Saver Fund Direct Growth
3Y Annualised
12.69%
-1.73% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.42%
-1.73% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 10 months
NIFTY 50
5 years 6 months
FD
9 years 7 months
Fund info
Fund size
₹47.89 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Tax Pln Direct Plan Reinvst of Inc Dis cum Cap Wdrl
9.82%
2nd
Aditya Birla Sun Life Tax Pln Direct Plan Pyt of Inc Dis cum Cap Wdrl
9.82%
3rd
Aditya Birla Sun Life Tax Pln Direct Plan Growth
9.81%
4th
Aditya Birla Sun Life Tax Pln Reinvst of Inc Dis cum Cap Wdrl
9.78%
5th
Aditya Birla Sun Life Tax Pln Pyt of Inc Dis cum Cap Wdrl
9.78%
156th
Shriram ELSS Tax Saver Fund Direct Growth
1.42%
Fund Managers
GB
Gargi BanerjeeFund Manager Since 19 Jan 2019
About Shriram ELSS Tax Saver Fund Direct Growth
Shriram ELSS Tax Saver Fund Direct Growth is a Equity mutual fund scheme from Shriram Asset Management Co Ltd. This fund has been in existence for 6 years, having been launched on 2019-01-19. Shriram ELSS Tax Saver Fund Direct Growth has ₹47.89 Cr worth of assets under management (AUM) as of Sun Apr 27 2025. The latest Net Asset Value (NAV) of Shriram ELSS Tax Saver Fund Direct Growth as of Fri Apr 25 2025 is ₹22.5417. The fund has an expense ratio of 0.81%, which is medium comparable to most other Equity funds.
Shriram ELSS Tax Saver Fund Direct Growth returns for the last 1 year are -4.16%. Since launch, it has delivered 13.85% average annual returns.
The Shriram ELSS Tax Saver Fund Direct Growth has the majority of its money invested in Financial Services, Consumer Cyclical, Industrials, Healthcare, Communication Services sectors.
Top 5 Holdings of Shriram ELSS Tax Saver Fund Direct Growth.
- ICICI Bank Ltd: 5.21%
- HDFC Bank Ltd: 4.28%
- Eicher Motors Ltd: 3.80%
- Bajaj Holdings and Investment Ltd: 3.65%
- InterGlobe Aviation Ltd: 3.63%
AMC Information
| Name | Shriram Asset Management Co Ltd |
|---|---|
| Founding Date | 2019-01-19 |
| info@shriramamc.com | |
| Phone | +91 33 23373012 |
| Website | www.shriramamc.com |
| Address | Shriram Asset Management Co. Ltd.,CK-6, 2nd Floor,,Sector II, Salt Lake City, |
Tax Implications of Shriram ELSS Tax Saver Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Shriram Asset Management Co Ltd
Shriram Aggresive Hybrid Fund Direct Growth
AllocationAggressive Allocation
3Y CAGR
12.50%
expense ratio
0.85%
fund size
₹46.13 Cr
Shriram Aggresive Hybrid Fund Regular Growth
AllocationAggressive Allocation
3Y CAGR
10.71%
expense ratio
2.40%
fund size
₹46.13 Cr
Shriram Balanced Advantage Fund Regular Growth
AllocationDynamic Asset Allocation
3Y CAGR
8.71%
expense ratio
2.38%
fund size
₹60.11 Cr
Shriram Balanced Advantage Fund Direct Growth
AllocationDynamic Asset Allocation
3Y CAGR
10.71%
expense ratio
0.70%
fund size
₹60.11 Cr
Shriram Flexi Cap Fund Direct Growth
EquityFlexi Cap
3Y CAGR
13.29%
expense ratio
0.77%
fund size
₹132.67 Cr
FAQs
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