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Shriram ELSS Tax Saver Fund - Regular-IDCW

Shriram · ELSS
High
₹20.75
Current NAV
25 Jun 2026
12.7%
1Y Return
14.7%
3Y CAGR
13.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹20,120 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the ELSS mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.27%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.07
Sharpe Ratio
0.67
Beta
0.07
Alpha
1.47
Sortino
Fund Details
Fund House Shriram
Category ELSS
AUM ₹20120 Cr
Expense Ratio 2.27%
Min SIP ₹500
Min Lumpsum ₹1000
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