Item: Groww ELSS Tax Saver Direct Reinvestment Inc Dist cum Cap Wdrl
Rating: 2
Author: Morningstar

Home › Mutual Funds › Indiabulls Mutual Fund › Groww ELSS Tax Saver Direct Reinvestment Inc Dist cum Cap Wdrl

19.630 (-0.658%)

NAV on February 27, 2025

Category Equity:
ELSS (Tax Savings)

Investment StyleBox

Large Growth

Total Assets 46 cr

Turnover Ratio 89.53%

Expense Ratio 0.55%

Exit Load -

Returns

1M: -5.17%
1Y: -1.75%
3M: -14.20%
3Y: 13.40%
6M: -15.39%
5Y: 14.44%

Min Investment 500

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SECTOR WEIGHTINGS (%)

Financial 28.11%

Industrial 21.73%

Technology 18.68%

Basic Materials 5.33%

Consumer Cyclical 14.07%

Utilities Services 0.0%

Healthcare Services 7.28%

Energy Services 0.00%

Communication Services 2.47%

Consumer Defensive 2.32%

Real Estate 0.00%

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. 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.

Dividends that would otherwise be paid out to investors are instead used to purchase more units in the fund. Not as tax efficient as Growth.

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Top Rated
Top Performing

Top Elss (Tax Savings) Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Parag Parikh ELSS Tax Saver Fund Direct Growth	31.048	9.42%	4,572 cr	0.63%	Low
DSP ELSS Tax Saver Fund Direct Plan Growth	136.766	9.14%	15,985 cr	0.72%	Average
SBI Long Term Equity Fund Direct Growth	424.825	7.08%	27,306 cr	0.95%	Above Average
JM Tax Gain Fund (Direct) - Growth	48.833	6.42%	180 cr	1.20%	Above Average
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth	48.241	4.79%	3,876 cr	0.70%	High
Kotak ELSS Tax Saver-Scheme-Growth - Direct	117.977	1.94%	5,893 cr	0.67%	Average
Bank of India ELSS Tax Saver Fund Direct Plan Growth	159.490	-6.42%	1,330 cr	0.80%	High

Best Elss (Tax Savings) Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Quantum ELSS Tax Saver Fund - Growth	119.990	8.71%	212 cr	0.89%	Low
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth	48.241	4.79%	3,876 cr	0.7%	High

Other plans of Groww ELSS Tax Saver Fund

Groww ELSS Tax Saver Direct Payout Inc Dist cum Cap Wdrl

ELSS (Tax Savings)
Groww ELSS Tax Saver Direct Growth

ELSS (Tax Savings)

Other Equity funds by Indiabulls

Groww Value Fund Direct Growth

Value
Groww Large Cap Fund Direct Plan Growth Option

Large-Cap
Groww ELSS Tax Saver Direct Growth

ELSS (Tax Savings)

Groww ELSS Tax Saver Direct Reinvestment Inc Dist cum Cap Wdrl

previously known as Indiabulls Tax Savings Dir IDCW-R until May 30, 2023

ADDITIONAL INFO

ASSET ALLOCATION

EQUITY DISTRIBUTION

RISK MEASURES (3 yrs)