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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹42 Cr

Lock In Period

3 Years

Expense Ratio

2.32

Benchmark

NIfty 500 Total Return

Exit Load

Nil

Summary

Latest details for Shriram ELSS Tax Saver Fund Growth include a ₹20.4863 NAV as of Apr 20,2026 and returns since inception of 35.33%. Minimum investments start at SIP ₹500. The Shriram ELSS Tax Saver Fund Growth AUM is ₹42 Cr, with a lock-in of 3 Years years, expense ratio of 2.32%, and benchmark NIfty 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 4.91% returns, against a category average of 1.27% and a category best of 11.10%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.911.2711.10
6M-3.851.8320.20
1Y1.206.1236.07
3Y10.6115.10101.63

Portfolio Analysis

  • Equity: 96.25%
  • Debt: 3.75%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd.6.93%
2. ICICI Bank Ltd.4.84%
3. Axis Bank Ltd.2.93%
4. Karur Vysya Bank Ltd.0.74%

1. Infosys Ltd.3.01%
2. Tata Consultancy Services Ltd.1.79%
3. HCL Technologies Ltd.0.99%
4. Tech Mahindra Ltd.0.95%
5. Persistent Systems Ltd.0.49%
6. Coforge Ltd.0.42%

1. State Bank of India4.33%
2. Indian Bank1.07%
3. Canara Bank0.91%
4. Bank of Maharashtra0.59%

1. Reliance Industries Ltd.3.42%
2. Bharat Petroleum Corporation Ltd.1.65%
3. Hindustan Petroleum Corporation Ltd.1.29%

1. Thyrocare Technologies Ltd.1.22%
2. Narayana Hrudayalaya ltd.1.07%
3. Rainbow Children's Medicare Ltd.1.00%
4. Krishna Inst of Medical Sciences Ltd.0.78%
5. Apollo Hospitals Enterprise Ltd.0.58%
6. Krsnaa Diagnostics Ltd.0.17%

1. Bharti Airtel Ltd.4.05%

1. Mahindra & Mahindra Ltd.2.88%
2. Maruti Suzuki India Ltd.0.88%

1. Ajanta Pharma Ltd.1.60%
2. Torrent Pharmaceuticals Ltd.1.50%
3. Eris Lifesciences Ltd.0.52%
4. Cohance Lifesciences Ltd.0.13%

1. TVS Motor Company Ltd.1.52%
2. Eicher Motors Ltd.1.47%

1. NTPC Ltd.2.80%

1. Larsen & Toubro Ltd.2.41%

1. ITC Ltd.1.91%
2. Godfrey Phillips India Ltd.0.50%

1. Kirloskar Oil Engines Ltd.1.32%
2. Cummins India Ltd.0.78%

1. InterGlobe Aviation Ltd.2.02%

1. Computer Age Management Services Ltd.0.93%
2. ICICI Prudential Asset Mgmt Co Ltd.0.56%
3. Max Financial Services Ltd.0.48%

1. Bharat Electronics Ltd.1.94%

1. REC Ltd.1.89%

1. National Aluminium Company Ltd.1.81%

1. Adani Ports & Special Economic Zone Ltd.1.72%

1. Eternal Ltd.1.01%
2. Swiggy Ltd.0.68%

1. Power Grid Corporation of India Ltd.1.03%
2. Kalpataru Projects International Ltd.0.48%

1. Tata Steel Ltd.1.41%

1. Lemon Tree Hotels Ltd.0.70%
2. Samhi Hotels Ltd.0.68%

1. Polycab India Ltd.0.75%
2. R R Kabel Ltd.0.55%

1. SBI Life Insurance Company Ltd.1.28%

1. S.J.S. Enterprises Ltd.0.94%
2. Pricol Ltd.0.34%

1. Marico Ltd.1.11%

1. Navin Fluorine International Ltd.1.10%

About Fund

Shriram ELSS Tax Saver Fund Growth managed by Shriram Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹42 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.32. 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
This FundPGIM India ELSS Tax Saver Fund Growth1637.51 CR2.3
This FundShriram ELSS Tax Saver Fund Growth042.13 CR2.32
This FundMotilal Oswal ELSS Tax Saver Fund Growth43968.68 CR1.84
Fund Name1Y3Y
This FundPGIM India ELSS Tax Saver Fund Growth-0.873234.6421
This FundShriram ELSS Tax Saver Fund Growth1.197335.328
This FundMotilal Oswal ELSS Tax Saver Fund Growth15.01294.5688

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 2.32. 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 : 4.91%
  • 6 Months : -3.85%
  • 1 Year : 1.20%
  • 3 Years : 10.61%
Returns of Shriram ELSS Tax Saver Fund Growth are updated daily based on NAV of ₹ 20.4863 as on Apr 20,2026. Since inception, the return has been 35.33%.

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 ₹42 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.
Min Inv Amount: ₹500