Shriram 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(%) | N/A | 4.29 | 4.61 | N/A |
| Average Rolling Returns(%) | 12.59 | 13.17 | 13.15 | N/A |
The Current NAV of Shriram ELSS Tax Saver Fund - Regular Plan - Growth is ₹19.60.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
Shriram ELSS Tax Saver Fund - Regular Plan - Growth fund’s expense ratio is 2.09%
The process for redemption is
The AUM of Shriram ELSS Tax Saver Fund - Regular Plan - Growth is currently ₹44 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Axis Bank and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 36% of fund’s portfolio respectively.
Top three sectors of Shriram ELSS Tax Saver Fund - Regular Plan - Growth fund are BFSI, Auto and IT accounting for 46% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - ELSS - Tax Saver Fund 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 Shriram ELSS Tax Saver Fund - Regular Plan - Growth Fund is Equity - ELSS - Tax Saver Fund.
Prateek Nigudkar and Hitesh Savanth manage the Shriram ELSS Tax Saver Fund - Regular Plan - Growth Fund.
Shriram ELSS Tax Saver Fund - Regular Plan - Growth current PE ratio is 29.31 and PB ratio is 5.54
The asset allocation of Shriram ELSS Tax Saver Fund - Regular Plan - Growth is Stocks : 95.03%, Debt : 4.95% and Gold : 0%
The minimum SIP amount for Shriram ELSS Tax Saver Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Shriram ELSS Tax Saver Fund - Regular Plan - Growth is Nil