Can I invest in SIP and Lumpsum in Groww ELSS Tax Saver Fund (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Groww ELSS Tax Saver Fund (G). Minimum lumpsum investment Groww ELSS Tax Saver Fund (G) is ₹500 and minimum SIP amount is ₹500 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Groww ELSS Tax Saver Fund (G) Direct Growth?

The latest NAV (Net Asset Value) of Groww ELSS Tax Saver Fund (G) is Groww ELSS Tax Saver Fund (G) is ₹18.58 as on 2025-02-03.

Which are the biggest stock holdings of Groww ELSS Tax Saver Fund (G)?

The 5 biggest stock holdings of Groww ELSS Tax Saver Fund (G) are: ICICI Bank (6.96%), Larsen & Toubro (5.06%), St Bk of India (4.70%), Persistent Sys (3.51%), HCL Technologies (3.09%)

What are the top sectors Groww ELSS Tax Saver Fund (G) invests in?

A majority of Groww ELSS Tax Saver Fund (G) 's AUM worth ₹49.66 (Cr) is invested in these 3 top sectors: Banks : 17.30% Auto Components : 12.23% IT-Software : 9.15%

Mutual Funds
Groww ELSS Tax Saver Fund (G)

Groww ELSS Tax Saver Fund (G)

ELSS

Invest Now

NAV
18.58(-0.27%)
Fund Size (CR)
₹49.66
Expense Ratio
2.25
Scheme Type
Active Fund
Value Research

Min. investment
₹500
Minimum Additional Investment
₹500
Minimum SIP Investment
₹500
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
9.11%

Absolute Return: -7.33%

Annualized Return: 0%

Basic Details

Scheme Manager

Anupam Tiwari

Bench Mark

BSE 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	27 January 2025	10092.34	0.92%	-	2.50%	204/225
1 Month	3 January 2025	9130.22	-8.70%	-	-6.88%	184/225
3 Month	31 October 2024	9193.47	-8.07%	-	-6.25%	186/225
6 Month	2 August 2024	9198.02	-8.02%	-	-6.80%	153/225
1 Year	2 February 2024	10550.82	5.51%	5.51%	10.58%	176/225
3 Year	3 February 2022	13762.96	37.63%	11.23%	14.58%	190/215
5 Year	3 February 2020	18978.55	89.79%	13.67%	19.94%	202/215
Since Inception	28 December 2017	18580.00	85.80%	9.11%	15.46%	224/229

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 March 2024	1,20,000	113353.33	-5.54%	-5.54%
3 Year	2 March 2022	3,60,000	435286.24	20.91%	6.53%
5 Year	3 February 2020	6,10,000	875961.72	43.60%	7.51%
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

3.69%

Standard Deviation

0.92%

Beta

0.63%

Sharpe Ratio

0.06%

Treynor's Ratio

0.11%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
ICICI Bank	6.96%	26964	3.46	Equity	Banks
Larsen & Toubro	5.06%	6965	2.51	Equity	Infrastructure Developers & Operators
St Bk of India	4.70%	29351	2.33	Equity	Banks
Persistent Sys	3.51%	2699	1.74	Equity	IT - Software
HCL Technologies	3.09%	8000	1.53	Equity	IT - Software
Craftsman Auto	2.98%	2752	1.48	Equity	Auto Ancillaries
Infosys	2.97%	7839	1.47	Equity	IT - Software
Cholaman.Inv.&Fn	2.79%	11671	1.38	Equity	Finance
Axis Bank	2.73%	12749	1.36	Equity	Banks
KEI Industries	2.63%	2941	1.30	Equity	Cables

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
SBI Long Term Advantage Fund-Series V -Dir (IDCW)	366.59	-6.77%	-4.45%	0.93%	33.84%	17.50%
SBI Long Term Advantage Fund - Series V -Dir (G)	366.59	-6.77%	-4.45%	0.93%	33.84%	17.50%
Motilal Oswal ELSS Tax Saver Fund-Dir (IDCW)	4414.88	-15.45%	-9.65%	-3.78%	22.47%	21.73%
Motilal Oswal ELSS Tax Saver Fund-Dir (G)	4414.88	-15.45%	-9.65%	-3.78%	22.47%	21.73%
LIC MF ELSS Tax Saver - Direct (G)	1149.78	-6.63%	-2.50%	-2.64%	21.05%	14.89%

News

Groww launches new funds to tap into India's railway sector growth
Groww Mutual Fund has launched the Groww Nifty India Railways PSU Index Fund and ETF. These funds aim to provide investors with exposure to the Indian Railways sector, a critical component of the country's infrastructure. '
The New Fund Offer (NFO) for both instruments is open from January 16, 2025, to January 30, 2025. Both products seek to track the Nifty India Railways PSU Index, which encompasses a diverse range of Public Sector Undertakings (PSUs) crucial to the Indian Railways, covering areas like infrastructure, logistics, finance, and technology. '
As the world's fourth-largest railway network, Indian Railways plays a vital role in the country's economy. In FY 2024, it transported a staggering 6.7 billion passengers and moved over 1,588 million metric tonnes of freight. '
The sector is currently undergoing a significant transformation, fueled by a substantial capital expenditure plan of Rs 2.62 lakh crore for FY 2024-25. This investment will drive modernization initiatives, including high-speed rail projects, station redevelopments, and the integration of renewable energy sources, enhancing operational efficiency and sustainability. '
The ETF directly mirrors the Nifty India Railways PSU Index-TRI, offering investors a transparent and cost-effective way to participate in the sector's growth. The portfolio is weighted towards mid-cap stocks, which have the potential for significant long-term growth. The fund comprises 14 stocks with growth potential, providing diversified exposure to the railway sector.
Data suggests the Nifty India Railways PSU Index has outperformed the Nifty 500 Index over various timeframes. The index has delivered 26.81% returns for 1-year investment horizons. From April 2001 to December 2024, this index recorded a CAGR of 46.55%.
'
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Groww Mutual Fund Change in minimum lumpsum investment amount

Groww Mutual Fund announces that the minimum lumpsum investment amount for Groww Dynamic Bond Fund stands modified as under with effect from December 04, 2024.

Scheme Name	Existing Lumpsum investment amount	Revised Lumpsum investment amount
Groww Dynamic Bond Fund	Rs. 100 and in multiples of Re. 1/- thereafter	Rs. 500 and in multiples of Re.1 thereafter
Groww Overnight Fund	Rs. 100 and in multiples of Re. 1/- thereafter	Rs. 500/- and in multiples of Re. 1/- thereafter
Groww Liquid Fund	Rs. 100/- and in multiples of Re. 1/- thereafter	Rs. 500/- and in multiples of Re. 1/- thereafter
Groww Short Duration Fund	Rs. 100/- and in multiples of Re. 1/- thereafter	Rs. 500/- and in multiples of Re. 1/- thereafter
Groww Value Fund	Rs. 10 and in multiples of Re. 1/- thereafter	Rs. 500/- and in multiples of Re. 1/- thereafter
Groww Total Market Index Fund	Rs. 100/- and in multiples of Re. 1/- thereafter	Rs. 500/- and in multiples of Re. 1/- thereafter

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Fund House Details & Investment Objective

Date of Incorporation

21 September 2017

Total AUM (Cr)

₹49.66

Groww ELSS Tax Saver Fund (G) is an ELSS-oriented fund from the renowned AMC, Groww Mutual Fund. Launched in 21 September 2017, this fund is managed by Anupam Tiwari. With assets under management (AUM) worth ₹49.66 (Cr), as of 3 February 2025, Groww ELSS Tax Saver Fund (G) is categorized as a ELSS within its segment. The fund has generated a return of 9.11% since its launch.
The current NAV of Groww ELSS Tax Saver Fund (G) is ₹18.58, as on 3 February 2025. The fund's benchmark index is BSE 500 TRI. You can invest in Groww ELSS Tax Saver Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 11.23% and 13.67% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 91.19% in Equity, 5.13% in Debt and 3.68% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 17.30% in Banks, 12.23% in Auto Components, 9.15% in IT-Software, 5.84% in Industrial Products, 5.14% in Construction

FAQs

How to Invest in Groww ELSS Tax Saver Fund (G) Direct Growth?

Groww ELSS Tax Saver Fund (G) is a popular fund in the ELSS segment. The fund has generated a return of 9.11% since inception. Looking to invest in Groww ELSS Tax Saver Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Groww ELSS Tax Saver Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Groww ELSS Tax Saver Fund (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Groww ELSS Tax Saver Fund (G) today and reap the benefits of this ELSS fund!

How much returns has Groww ELSS Tax Saver Fund (G) Direct Growth generated?

In the short term, i.e., 1 year, Groww ELSS Tax Saver Fund (G) has generated annualised return of 5.51%. In the long-term, the fund has generated 11.23% and 13.67% in 3 and 5 years respectively. Since its inception, the fund has generated 9.11% returns.

What is the expense ratio of Groww ELSS Tax Saver Fund (G) Direct Growth?

The expense ratio of Groww ELSS Tax Saver Fund (G) Direct Growth is 2.25%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Groww ELSS Tax Saver Fund (G) Fund Direct Growth?

The Assets Under Management (AUM) of Groww ELSS Tax Saver Fund (G) is ₹49.66 (Cr) as of 2025-02-03 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Groww ELSS Tax Saver Fund (G) Direct Growth?

Redeeming or selling units of Groww ELSS Tax Saver Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Groww ELSS Tax Saver Fund (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Groww ELSS Tax Saver Fund (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).