Groww ELSS Tax Saver Growth
- ELSS (Tax Savings)
- Equity
- Very High Risk
Explore On
Rating:
1
Key Metrics
Aum
₹49.77 Cr
Expense Ratio
2.81%
Exit Load
0.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
28 Dec 2017
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.93% | -- |
| 3 Months | +1.37% | -- |
| 6 Months | -7.93% | -- |
| 1 Year | -5.92% | -5.92% |
| 2 Years | -- | -2.48% |
| 3 Years | +31.79% | +9.64% |
| 5 Years | +50.37% | +8.5% |
| Since Launch | +84.5% | +7.51% |
Holdings as on 15 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| HDFC Bank | 3.50 | 7.02 |
| Reliance Industries | 2.91 | 5.83 |
| ICICI Bank | 2.77 | 5.56 |
| Bharti Airtel | 1.67 | 3.34 |
| State Bank of India | 1.67 | 3.34 |
| Larsen & Toubro Ltd | 1.64 | 3.28 |
| Cipla | 1.22 | 2.44 |
| Infosys | 1.17 | 2.34 |
| Ashok Leyland | 1.11 | 2.23 |
| Kotak Mahindra Bank | 1.10 | 2.19 |
Morning Star Rating
Rating:
1
Risk
Return
Risk & Volitility
0.29
Sharpe Ratio
15.68%
Std. Deviation
4.26%
Tracking Error
-3.99%
Alpha
0.89
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth | -3.5% | +18.48% | +30.95% |
| Bank of India Midcap Tax Fund Series 1 Regular Growth | -5.59% | +16.73% | +21.89% |
| Groww ELSS Tax Saver Growth | -5.92% | +9.64% | +8.5% |
| Shriram ELSS Tax Saver Fund Regular Growth | -2.69% | +8.01% | +7.6% |
| 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular Growth | -4.42% | +8.91% | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities. The scheme shall offer tax benefits under Section 80C of the Income Tax Act. However, there can be no assurance that the investment objective of the scheme will be achieved. The Scheme does not assure or guarantee any returns.
The Groww ELSS Tax Saver Growth has an AUM of 49.77 crores & has delivered CAGR of 8.50 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.81%. The minimum investment in Groww ELSS Tax Saver Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, Reliance Industries, ICICI Bank, Bharti Airtel.
The major sectors where the fund is invested are Regional Banks, Auto & Truck Manufacturers, Biotechnology & Drugs, Software & Programming.
Some of the similar funds are Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth, Bank of India Midcap Tax Fund Series 1 Regular Growth, Groww ELSS Tax Saver Growth, Shriram ELSS Tax Saver Fund Regular Growth, 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular Growth. Groww ELSS Tax Saver Growth has a sharpe ratio of 0.29 & a standard deviation of 15.68%.
FAQs
According to the morning star rating Groww ELSS Tax Saver Growth has a Medium risk & Good return.
Groww ELSS Tax Saver Growth is managed by Paras Matalia,Nikhil Satam.
The expense ratio of Groww ELSS Tax Saver Growth is 2.81%.
The 5 year annualized return on Groww ELSS Tax Saver Growth is 8.50% & it has generated -5.92% in the last 1 year.
The minimum investment in Groww ELSS Tax Saver Growth is 500 Rs.
Groww ELSS Tax Saver Growth has an AUM of 49.77 crores.
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