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Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)-Regular Plan-Growth Option
Category: Equity: ELSS
Launch Date: 20-12-2017
Asset Class: Equity
Benchmark: BSE 500 TRI
Expense Ratio: 2.3% As on ( 28-11-2025)
Status: Open Ended Schemes
Minimum Topup: 500.0
Total Assets: 53.36 Cr As on ( 28-11-2025)
Turn over: 99
NAV as on 17-12-2025
19.83
-0.05 ( -0.2521% )
CAGR Since Inception
8.91%
BSE 500 TRI 12.41%
Performance of Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)-Regular Plan-Growth Option
Fund Managers

FM 1 - Mr. Paras Matalia

Investment Objective

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.

Returns Calculator for Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)-Regular Plan-Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)-Regular Plan-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)-Regular Plan-Growth Option 12.42 0.54 -2.39 0.97 - -
Equity: ELSS - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Groww ELSS Tax Saver Reg Gr 20-12-2017 -5.71 8.19 12.82 12.18 0.0
HDFC ELSS Tax saver Gr 05-03-1996 6.29 15.48 20.36 21.97 14.51
ICICI Prudential ELSS Tax Saver Fund Gr 19-08-1999 6.15 12.95 15.79 16.91 13.36
ABSL ELSS Tax Saver Gr 29-03-1996 5.95 13.13 14.28 11.39 11.22
BANDHAN ELSS Tax Saver Reg Gr 26-12-2008 4.05 10.36 15.29 19.5 15.28
Sundaram ELSS Tax Saver Fund Reg Gr 01-01-2013 3.89 11.51 14.76 16.59 14.1
Mirae Asset ELSS Tax Saver Reg Gr 01-12-2015 3.85 13.23 16.39 17.17 0.0
Quant ELSS Tax Saver Gr 01-04-2000 3.27 9.46 14.08 22.99 20.03
DSP ELSS Tax Saver Reg Gr 05-01-2007 3.15 15.03 19.04 19.55 16.21
Mahindra Manulife ELSS Tax Saver Reg Gr 05-10-2016 3.11 10.26 14.16 17.01 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)-Regular Plan-Growth Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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