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ELSS Tax Saver📊 Nifty 500-TRI

Groww ELSS Tax Saver Fund · Regular · Growth

Groww Mutual Fund

#33 of 39 (1Y)

NAV

₹18.8000

as of 17 Jun 2026

Expense Ratio

see scheme documents

AUM

₹47 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
-4.33%
3Y
+9.93%
5Y
+9.02%
Since Inception
+7.74%

SIP returns (XIRR)

1Y
-5.65%
3Y
+2.33%
5Y
+7.02%
Since Inception
+9.39%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹51,000

Invested

₹73,547

Value today

8.5%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,804

Value today

7.2%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹5,10,000

Withdrawn

₹10,68,530

Corpus left

+₹5,78,530 net gain — withdrew ₹5,10,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹11,49,753

Value today

+6.2%

vs lumpsum

STP beat direct lumpsum by 6.2% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹2,67,259

Value today

2.7×

Multiple

Staying invested through that crash turned ₹1L into ₹2,67,259 — a 2.7× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-0.73

Sharpe Ratio

-0.11

Alpha

0.50

Beta

-0.71

Sortino

14.62%

Std Dev

-17.01%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseGroww Mutual Fund
CategoryELSS Tax Saver
BenchmarkNifty 500-TRI ✓
Launch Date28 Dec 2017
AMFI Code141862
Transaction facts
Min. Lumpsum₹500
Min. SIP₹500

Available transactions

PurchaseSIPRedeemSwitchSTPDemat

Investment Objective

Groww ELSS Tax Saver Fund · Regular · Growth is a tax-saving equity fund (ELSS) that offers tax deduction under Section 80C of the Income Tax Act, with a mandatory 3-year lock-in period. The fund aims to generate long-term capital appreciation while providing tax benefits of up to ₹46,800 per year.

About This Fund

Groww ELSS Tax Saver Fund · Regular · Growth is a ELSS Tax Saver mutual fund offered by Groww Mutual Fund. The fund has been operational for over 8 years. It manages assets worth ₹46.5 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty 500-TRI.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Salaried individuals and taxpayers seeking to save tax under Section 80C
  • SIP investors who can benefit from rupee cost averaging during market fluctuations