Samco ELSS Tax Saver Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 32.28 | N/A | N/A | N/A |
Average Rolling Returns(%) | 32.32 | N/A | N/A | N/A |
The Current NAV of Samco ELSS Tax Saver Fund - Regular Plan - Growth is ₹13.49.
It is better to invest in a fund with a longer track record as Samco ELSS Tax Saver Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 - TRI returns, as Funds portfolio is significantly different.
Samco ELSS Tax Saver Fund - Regular Plan - Growth fund’s expense ratio is 2.34%
The process for redemption is
The AUM of Samco ELSS Tax Saver Fund - Regular Plan - Growth is currently ₹94 Crores.
The Top three stocks are Multi Commodity Exch, Suven Pharma and P&G Hygiene and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 37% of fund’s portfolio respectively.
Top three sectors of Samco ELSS Tax Saver Fund - Regular Plan - Growth fund are Others, FMCG and Healthcare accounting for 54% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - ELSS it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Samco ELSS Tax Saver Fund - Regular Plan - Growth Fund is Equity - ELSS.
Nirali Bhansali and Umeshkumar Mehta manage the Samco ELSS Tax Saver Fund - Regular Plan - Growth Fund.
Samco ELSS Tax Saver Fund - Regular Plan - Growth current PE ratio is 44.79 and PB ratio is 12.73
The asset allocation of Samco ELSS Tax Saver Fund - Regular Plan - Growth is Stocks : 78.67%, Debt : 21.34% and Gold : 0%
The minimum SIP amount for Samco ELSS Tax Saver Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Samco ELSS Tax Saver Fund - Regular Plan - Growth is Nil