EquityELSSDirect · Growth
Shriram ELSS Tax Saver Fund - Direct Growth
Shriram · Scheme 145819
₹23.94▼ 0.43%NAV · 2026-09-18
Average FundScore
AUM
₹48 cr
Expense ratio
0.94%
3Y CAGR
9.4%
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Kartik SoralExit load: Nil
Average · 46/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 3.1%
- ✓Expense ratio: 0.94%
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.41) — took on risk without enough payoff.
- •3Y CAGR vs category: -3.9% vs category avg
- •5Y CAGR vs category: -3.8% vs category avg
FundScore breakdown
46/100 · Average
Returns
Weak
Consistency
Strong
Risk-adjusted
Weak
Downside protection
Average
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.