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Shriram ELSS Tax Saver Fund Direct dividend payout
Equity • ELSS (Tax Savings) • Direct dividend payout
Tax benefits
80C tax exemptions
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
ELSS (Tax Savings)
Direct dividend payout
Launched On
19 Jan 2019
7.2 years ago
Lock-in Period
3 years
NAV
as of 16 Apr 2026
₹22.91
+0.1618% (0.10)
AUM
₹48 Cr
Expense ratio
0.74%
Benchmark
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Financial Services
Industrials
Consumer Cyclical
Healthcare
Technology
Fund House
Shriram
Inc: 29 Nov 2013 • Total AUM: ₹1,312 Cr • Rank #49Shriram Mutual Fund, started in 1994, has Shriram Credit Company Limited as its sponsors. The fund house is headed by YS Chakravarti as the CEO. As of 31 March 2024, it has an AUM of ₹546 Cr.
Fund Managers
Prateek Nigudkar
Experience: 3.28 yrs • Total AUM: 2,267 Cr
Deepak Ramaraju
Experience: 3.65 yrs • Total AUM: 2,267 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
DSP ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
19.90%
Expense ratio
0.74%
Returns vs category
Risk vs category
Mirae Asset ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
17.30%
Expense ratio
0.61%
Returns vs category
Risk vs category
Tata ELSS Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
17.00%
Expense ratio
0.74%
Returns vs category
Risk vs category
ICICI Prudential ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
16.48%
Expense ratio
1.09%
Returns vs category
Risk vs category
Canara Robeco ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
16.02%
Expense ratio
0.6%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.