Shriram ELSS Tax Saver Fund
Shriram ELSS Tax Saver Fund is a elss fund of Shriram Mutual Fund with ₹45 cr under management. It is ahead of its benchmark (Nifty 500 TRI) in 0 of 3 periods. Its direct plan charges 0.96% a year.
Has Shriram ELSS Tax Saver Fund beaten its benchmark?
Ahead of its benchmark, Nifty 500 TRI, in 0 of 3 periods in AMFI's figures; −5.04% over the last year against −4.30%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −3.23% | −3.60% | — |
| 3 months | −5.49% | −5.03% | — |
| 6 months | −2.54% | −1.83% | — |
| 1 year | −4.78% | −4.06% | −0.72 pts |
| 3 years | +5.91% | +9.27% | −3.36 pts |
| 5 years | +5.39% | +8.00% | −2.61 pts |
| 10 years | — | +12.69% | — |
| Since start from 1 Feb 2019 | +11.07% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −5.04% | −6.59% | −4.30% | −0.74 | 🔒 |
| 3y | +6.01% | +4.31% | +9.33% | −3.32 | 🔒 |
| 5y | +5.53% | +3.77% | +8.24% | −2.71 | 🔒 |
| 10y | — | — | — | — | — |
Value of 100, month-end
Feb 2019 to 14 Oct 2026₹100 put in at the start of Feb 2019 would be ₹225 on 14 Oct 2026, against ₹267 in the Nifty 500 TRI.
What does Shriram ELSS Tax Saver Fund cost?
0.96% a year on the direct plan, 2.57% on the regular plan; 7 of 30 funds in its category charge less.
Who manages Shriram ELSS Tax Saver Fund?
What does Shriram ELSS Tax Saver Fund hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Questions people ask
What is the expense ratio of Shriram ELSS Tax Saver Fund?
0.96% a year on the direct plan and 2.57% on the regular plan (expense report, Oct 2026).
How has Shriram ELSS Tax Saver Fund done?
Its direct plan returned +6.01% a year over 3 years against +9.33% for its benchmark, Nifty 500 TRI, as of 13 Oct 2026.
See Shriram ELSS Tax Saver Fund beside your own funds in Valarth
