Shriram ELSS Tax Saver Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Shriram ELSS Tax Saver Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

47 Cr

Lock In Period

3 Years

Expense Ratio

2.63

Exit Load

Nil

Benchmark

NIfty 500 Total Return

Shriram ELSS Tax Saver Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.010.344.38
6M1.042.4420.20
1Y-0.224.9536.07
3Y7.6113.0497.35

Portfolio Analysis

  • Equity: 98.33%
  • Debt: 1.67%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Ltd.7.96%
2. ICICI Bank Ltd.4.95%
3. Axis Bank Ltd.4.22%
4. Karur Vysya Bank Ltd.0.68%

1. Reliance Industries Ltd.5.03%
2. Hindustan Petroleum Corporation Ltd.0.64%
3. Bharat Petroleum Corporation Ltd.0.61%

1. Infosys Ltd.2.16%
2. Tata Consultancy Services Ltd.1.38%
3. Tech Mahindra Ltd.0.87%
4. HCL Technologies Ltd.0.71%
5. Coforge Ltd.0.70%
6. Persistent Systems Ltd.0.39%

1. Krishna Inst of Medical Sciences Ltd.1.34%
2. Thyrocare Technologies Ltd.1.28%
3. Narayana Hrudayalaya ltd.1.18%
4. Rainbow Children's Medicare Ltd.1.10%
5. Apollo Hospitals Enterprise Ltd.1.09%
6. Krsnaa Diagnostics Ltd.0.16%

1. State Bank of India4.07%
2. Indian Bank0.93%

1. Ajanta Pharma Ltd.1.75%
2. Torrent Pharmaceuticals Ltd.1.12%
3. Eris Lifesciences Ltd.0.76%
4. Cohance Lifesciences Ltd.0.18%

1. Bharti Airtel Ltd.3.78%

1. Mahindra & Mahindra Ltd.2.00%
2. Maruti Suzuki India Ltd.1.44%

1. KFIN Technologies Ltd.1.50%
2. Computer Age Management Services Ltd.1.43%
3. Max Financial Services Ltd.0.46%

1. Samhi Hotels Ltd.2.11%
2. Lemon Tree Hotels Ltd.0.73%

1. Larsen & Toubro Ltd.2.55%

1. InterGlobe Aviation Ltd.2.47%

1. SBI Life Insurance Company Ltd.2.05%

1. Eternal Ltd.1.45%
2. Swiggy Ltd.0.56%

1. NTPC Ltd.2.00%

1. TVS Motor Company Ltd.0.97%
2. Eicher Motors Ltd.0.93%

1. Kirloskar Oil Engines Ltd.1.87%

1. Bharat Electronics Ltd.1.79%

1. ITC Ltd.1.71%

1. Power Grid Corporation of India Ltd.0.89%
2. Kalpataru Projects International Ltd.0.77%

1. R R Kabel Ltd.1.58%

1. Oil & Natural Gas Corporation Ltd.0.80%
2. Oil India Ltd.0.77%

1. S.J.S. Enterprises Ltd.1.20%
2. Pricol Ltd.0.36%

1. Adani Ports & Special Economic Zone Ltd.1.46%

1. Canara Robeco Asset Mgmt Co Ltd.0.80%
2. ICICI Prudential Asset Mgmt Co Ltd.0.60%

1. Navin Fluorine International Ltd.1.24%

1. Tata Steel Ltd.1.24%

1. Marico Ltd.1.13%

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 ₹47 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.63. 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
Sundaram Value Fund Growth21,300 CR2.27
Shriram ELSS Tax Saver Fund Growth046 CR2.63
Fund Name1Y3Y
This FundSundaram Value Fund Growth-4.358223.7122
This FundShriram ELSS Tax Saver Fund Growth-0.223324.6104

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 2.63. 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 : 2.01%
  • 6 Months : 1.04%
  • 1 Year : -0.22%
  • 3 Years : 7.61%
Returns of Shriram ELSS Tax Saver Fund Growth are updated daily based on NAV of ₹ 21.0534 as on Jul 31,2026. Since inception, the return has been 24.61%.

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 ₹47 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.