Overview - Nippon India Tax Saver ELSS Fund
Nippon India Tax Saver ELSS Fund features
- Long term capital growth
- Majority investment in equity related securities
- Very High Risk fund
- There is a lock-in period of 3 years
SIP Returns
| Duration | Returns |
|---|---|
| 1 year | 5.05 % |
| 3 years | 18.61 % |
| 5 years | 5.54 % |
| 10 years | 14.04 % |
| Since Inception | 11.26 % |
Investment Holding
| Holding | Investment | Holding | Investment |
|---|---|---|---|
| ICICI Bank Ltd. | 8.11 % | HDFC Bank Ltd. | 7.90 % |
| Infosys Ltd. | 5.95 % | Reliance Industries Ltd. | 5.04 % |
| State Bank of India | 4.41 % | Axis Bank of India | 4.18 % |
| HDFC | 3.66 % | L&T Ltd | 3.19 % |
| NTPC Ltd | 2.45 % | Kotak Mahindra Bank Ltd | 2.39 % |
Sector Analysis
| Sector | Investment | Sector | Investment |
|---|---|---|---|
| Banks | 26.99 % | Finance | 8.79 % |
| IT Software | 5.95 % | Petroleum Products | 5.04 % |
| Auto Components | 4.63 % | Pharma & Biotech | 4.26 % |
| Construction | 3.73 % | Industrial Products | 3.48 % |
| Cement & Cement Products | 3.38 % | Insurance | 3.23 % |
Peer Performance
| Scheme | 1 year | 2 years | 3 years | 5 years |
|---|---|---|---|---|
| Nippon India Tax Saver ELSS Fund | 5.05 % | 32.78 % | 18.61 % | 5.54 % |
| Mirae Asset Tax Saver Fund - Regular Plan | 0.49 % | 28.52 % | 22.25 % | 15.03 % |
| DSP Tax Saver Fund | 1.72 % | 30.45 % | 20.86 % | 12.74 % |
| Canara Robeco Equity Tax Saver Fund | 1.99 % | 29.50 % | 24.34 % | 16.02 % |
| IDFC Tax Advantage (ELSS) Fund | 8.17 % | 36.41 % | 25.02 % | 13.17 % |
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