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ELSS Tax Saver📊 NIFTY 500 TRI(SEBI default)

Mirae Asset ELSS Tax Saver Fund · Regular · Growth

Mirae Asset Mutual Fund

#11 of 39 (1Y)

NAV

₹49.3580

as of 16 Jun 2026

Expense Ratio

1.56%

AUM

₹25,790 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+1.98%
3Y
+14.12%
5Y
+12.14%
Since Inception
+16.48%

SIP returns (XIRR)

1Y
+2.31%
3Y
+8.25%
5Y
+11.27%
Since Inception
+15.34%

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹1,40,699

Benchmark

₹1,32,006

+₹8,693 extra wealth vs the benchmark index

Backtest this SIP yourself

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹63,000

Invested

₹1,40,699

Value today

14.7%

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

₹4,763

Value today

16.1%

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

₹6,30,000

Withdrawn

₹33,56,013

Corpus left

+₹29,86,013 net gain — withdrew ₹6,30,000 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

₹27,14,466

Value today

-5.0%

vs lumpsum

Direct lumpsum would have beaten STP by 5.0% — but STP reduced timing risk

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

₹3,91,887

Value today

3.9×

Multiple

Staying invested through that crash turned ₹1L into ₹3,91,887 — a 3.9× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-0.11

Sharpe Ratio

+0.01

Alpha

0.52

Beta

-0.11

Sortino

14.77%

Std Dev

-15.25%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Mar 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseMirae Asset Mutual Fund
CategoryELSS Tax Saver
BenchmarkNIFTY 500 TRI ✓
Launch Date28 Dec 2015
AMFI Code135784
Transaction facts
Min. Lumpsum₹500
Min. SIP₹500
Exit LoadNIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Mar 2026
Holding% NAV
  1. 1Hdfc Bank Ltd.9.35%
  2. 2Icici Bank Ltd.5.08%
  3. 3Reliance Industries Ltd.3.97%
  4. 4State Bank Of India3.90%
  5. 5Axis Bank Ltd.3.45%
  6. 6Infosys Ltd.3.27%
  7. 7Delhivery Ltd.3.12%
  8. 8Laurus Labs Ltd.3.09%
  9. 9Pb Fintech Ltd.2.87%
  10. 10Itc Ltd.2.82%
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Investment Objective

Mirae Asset 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

Mirae Asset ELSS Tax Saver Fund · Regular · Growth is a ELSS Tax Saver mutual fund offered by Mirae Asset Mutual Fund. The fund has been operational for over 10 years. It manages assets worth ₹25,790 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.56%.

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