EquityELSSDirect · Growth
Samco ELSS Tax Saver Fund - Direct Plan - Growth Option
Samco · Scheme 150838
₹13.88▲ 0.36%NAV · 2026-09-18
Weak FundScore
AUM
₹105 cr
Expense ratio
1.94%
3Y CAGR
6.2%
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Nirali BhansaliExit load: Nil
Below average · 39/100
Lags peers on our factors — weigh the risks carefully.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 1.4%
- ✓Downside capture: 82% of benchmark falls
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.25) — took on risk without enough payoff.
- •Pricey — 1.94% expense ratio quietly eats into long-term returns.
- •3Y CAGR: +6.2%
- •3Y CAGR vs category: -7.2% vs category avg
FundScore breakdown
39/100 · Weak
Returns
Weak
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Decent
Cost efficiency
Weak
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.