Aspire Market Guides


Motilal Oswal ELSS Tax Saver Fund

Motilal Oswal ELSS Fund has given a 29.31 per cent annualised return in 5 years. Its assets under management (AUM) are Rs 4,360 crore, while its net asset value (NAV) is Rs 61.13. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 18.81 per cent since its launch in December 2014. 

With an expense ratio of 0.64 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a lump sum investment of Rs 3.5 lakh in 5 years, the fund has given a total corpus of Rs 12,66,000 in 5 years.

SBI ELSS Tax Saver Fund

In 5 years, SBI ELSS Tax Saver Fund has given a 28.71 per cent annualised return. Its assets under management (AUM) are Rs 29,667 crore, while its net asset value (NAV) is Rs 479.24. Benchmarked against BSE 500 TRI, the fund has given annualised returns of 16.92 per cent since its launch in January 2013. 

With an expense ratio of 0.93 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a lump sum investment of Rs 3.5 lakh in 5 years, the fund has given a total corpus of Rs 12,36,000.

HDFC ELSS Tax Saver Fund

In 5 years, HDFC ELSS Tax Saver Fund has given a 27.74 per cent annualised return. Its assets under management (AUM) are Rs 16,454 crore, while its net asset value (NAV) is Rs 1539.094. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 15.77 per cent since its launch in January 2013. 

With an expense ratio of 1.07 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a lump sum investment of Rs 3.5 lakh in 5 years, the fund has given a total corpus of Rs 11,9,000. 

Also ReadRs 100 Daily SIP Investment: How much can you generate in 10, 20, and 30 years?



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