Shriram ELSS Tax Saver Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Shriram ELSS Tax Saver Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

46 Cr

Lock In Period

3 Years

Expense Ratio

2.4

Exit Load

Nil

Benchmark

NIfty 500 Total Return

Summary

Shriram ELSS Tax Saver Fund Growth NAV is ₹20.6734 as of 22 Jun, 2026. Shriram ELSS Tax Saver Fund Growth has delivered 27.35% returns since its launch. The minimum SIP investment amount in Shriram ELSS Tax Saver Fund Growth is ₹500. The AUM of Shriram ELSS Tax Saver Fund Growth is ₹46 Cr. The expense ratio of the fund is 2.4%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund is Nil. In the last 1M months, Shriram ELSS Tax Saver Fund Growth has delivered 3.97% returns.

Shriram ELSS Tax Saver Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.97-0.336.92
6M-2.371.2820.20
1Y0.053.7836.07
3Y8.3912.0397.35

Portfolio Analysis

  • Equity: 98.82%
  • Debt: 1.18%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC Bank Ltd.7.60%
2. ICICI Bank Ltd.4.63%
3. Axis Bank Ltd.4.12%
4. Karur Vysya Bank Ltd.0.68%

1. Infosys Ltd.2.57%
2. Tata Consultancy Services Ltd.1.58%
3. Tech Mahindra Ltd.0.94%
4. HCL Technologies Ltd.0.80%
5. Coforge Ltd.0.49%
6. Persistent Systems Ltd.0.48%

1. Reliance Industries Ltd.5.26%
2. Hindustan Petroleum Corporation Ltd.0.66%
3. Bharat Petroleum Corporation Ltd.0.61%

1. Thyrocare Technologies Ltd.1.63%
2. Krishna Inst of Medical Sciences Ltd.1.27%
3. Narayana Hrudayalaya ltd.1.16%
4. Rainbow Children's Medicare Ltd.1.10%
5. Apollo Hospitals Enterprise Ltd.0.59%
6. Krsnaa Diagnostics Ltd.0.17%

1. State Bank of India3.91%
2. Indian Bank0.97%
3. Bank of Maharashtra0.70%

1. Bharti Airtel Ltd.3.82%

1. Ajanta Pharma Ltd.1.53%
2. Torrent Pharmaceuticals Ltd.1.44%
3. Eris Lifesciences Ltd.0.51%
4. Cohance Lifesciences Ltd.0.17%

1. Mahindra & Mahindra Ltd.2.03%
2. Maruti Suzuki India Ltd.1.37%

1. Samhi Hotels Ltd.2.05%
2. Lemon Tree Hotels Ltd.0.73%

1. Computer Age Management Services Ltd.1.96%
2. Max Financial Services Ltd.0.50%
3. KFIN Technologies Ltd.0.26%

1. Larsen & Toubro Ltd.2.57%

1. NTPC Ltd.2.28%

1. SBI Life Insurance Company Ltd.2.18%

1. InterGlobe Aviation Ltd.2.07%

1. Eternal Ltd.1.40%
2. Swiggy Ltd.0.62%

1. Eicher Motors Ltd.0.97%
2. TVS Motor Company Ltd.0.97%

1. Adani Ports & Special Economic Zone Ltd.1.90%

1. Oil & Natural Gas Corporation Ltd.0.93%
2. Oil India Ltd.0.90%

1. Bharat Electronics Ltd.1.82%

1. ITC Ltd.1.75%

1. Kirloskar Oil Engines Ltd.1.56%
2. Cummins India Ltd.0.13%

1. S.J.S. Enterprises Ltd.1.17%
2. Pricol Ltd.0.34%

1. R R Kabel Ltd.1.38%
2. Polycab India Ltd.0.12%

1. Power Grid Corporation of India Ltd.0.93%
2. Kalpataru Projects International Ltd.0.54%

1. National Aluminium Company Ltd.1.47%

1. Canara Robeco Asset Mgmt Co Ltd.0.82%
2. ICICI Prudential Asset Mgmt Co Ltd.0.65%

1. Tata Steel Ltd.1.40%

1. Navin Fluorine International Ltd.1.17%

1. Marico Ltd.1.14%

1. Bajaj Holdings & Investment Ltd.1.04%

About Fund Shriram ELSS Tax Saver Fund Growth

Shriram ELSS Tax Saver Fund Growth managed by Shriram Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹46 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.4. Under the expert guidance of Prateek Nigudkar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Prateek Nigudkar

Mr.Prateek Nigudkar is having 7 years experience in quantitative finance and thematic research.Prior experience with State Street Global Advisors (Global Beta Solutions Group) and Credit Suisse (Private Banking Global Research Division). MS (Quantitative Finance) from Olin Business School, Washington University in St. Louis MO.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Sahara Tax Gain Growth04.94 CR2.7
Shriram ELSS Tax Saver Fund Growth045.88 CR2.4
Motilal Oswal ELSS Tax Saver Fund Growth44663.26 CR1.9
Fund Name1Y3Y
This FundSahara Tax Gain Growth-29.4557-22.4272
This FundShriram ELSS Tax Saver Fund Growth0.051227.3462
This FundMotilal Oswal ELSS Tax Saver Fund Growth7.340282.4017

Shriram ELSS Tax Saver Fund Growth FAQs

Shriram ELSS Tax Saver Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Shriram ELSS Tax Saver Fund Growth is 2.4. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Shriram ELSS Tax Saver Fund Growth’s fund performance is as follows:
  • 1 Month : 3.97%
  • 6 Months : -2.37%
  • 1 Year : 0.05%
  • 3 Years : 8.39%
Returns of Shriram ELSS Tax Saver Fund Growth are updated daily based on NAV of ₹ 20.6734 as on Jun 19,2026. Since inception, the return has been 27.35%.

You can invest in Shriram ELSS Tax Saver Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Shriram ELSS Tax Saver Fund Growth is ₹46 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Shriram ELSS Tax Saver Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.