NAV: 04 Jun 2025 | ₹39.13 |
Min. SIP amount | ₹500 |
Rating | 3 |
Fund size | ₹763.97Cr |
Min. for 1st investment | ₹500 |
Min. for 2nd investment onwards | ₹500 |
Min. for SIP | ₹500 |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 16.6% | 16.9% | 24.0% | 15.5% |
Category average | 5.0% | 19.0% | 23.3% | NA |
Rank with in category | 6 | 29 | 20 | NA |
Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
---|---|---|---|---|
SBI Long Term Equity Fund Direct Plan Growth | 5 | 13.9% | 27.8% | 28,506.07 |
HDFC ELSS Tax Saver Fund Direct Plan Growth | 5 | 16.1% | 24.7% | 16,232.40 |
Parag Parikh ELSS Tax Saver Fund Direct Growth | 5 | 19.5% | 21.2% | 5,084.67 |
Quantum ELSS Tax Saver Fund Direct Growth | 4 | 14.4% | 20.5% | 215.65 |
Bandhan ELSS Tax Saver Fund Direct Plan Growth | 4 | 10.2% | 18.7% | 6,806.11 |
Inclusive of GST
Nil
0.005% (from July 1st, 2020)
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.