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ELSS Tax Saver📊 Nifty 500-TRI

Groww ELSS Tax Saver Fund · Regular · Growth

Groww Mutual Fund

#36 of 39 (1Y)

NAV

₹18.9100

as of 14 Jul 2026

Expense Ratio

see scheme documents

AUM

₹47 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
-5.64%
3Y
+9.00%
5Y
+8.68%
Since Inception
+7.74%

SIP returns (XIRR)

1Y
-4.17%
3Y
+2.11%
5Y
+6.96%
Since Inception
+9.37%

What history actually did — last 8 years (Jul 2018 – Jul 2026)

A ₹5,000 monthly SIP for the last 8 years (Jul 2018 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹7,05,603 today ₹4,80,000 invested, 9.6% XIRR.

₹4,80,000

Invested

₹7,05,603

Value today

9.6%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 8 years (Jul 2018 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 8 years ago would be ₹1,99,894 today (9.0% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2018 would still hold ₹12,93,340.

Fund vs Benchmark (TRI)

Same SIP, benchmark total-return index

The same SIP would be worth ₹7,05,603 in this fund vs ₹8,52,006 in the benchmark — underperformance of ₹1,46,403.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 8 years (Jul 2018 – Jul 2026) (22 Mar 2020) would be ₹2,80,148 today (2.80×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

-0.43

Sharpe Ratio

-0.07

Alpha

0.30

Beta

-0.42

Sortino

14.38%

Std Dev

-16.24%

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
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