Groww ELSS Tax Saver Transfer of Inc Dist cum Cap Wdrl

Groww ELSS Tax Saver Transfer of Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 28 December, 2017. The fund is managed by Anupam Tiwari. The fund could potentially beat inflation in the long-run.

1. Groww ELSS Tax Saver Transfer of Inc Dist cum Cap Wdrl has ₹51 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 2.3.
   

Groww ELSS Tax Saver Transfer of Inc Dist cum Cap Wdrl has given a CAGR return of 9.78% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -1.13%, 18.45% and 18.30% respectively.

Groww ELSS Tax Saver Transfer of Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Health, Tech, Basic Materials, Communication, Energy, Consumer Defensive. Its top holdings are ICICI Bank Ltd, HDFC Bank Ltd, Bharti Airtel Ltd, Bajaj Finance Ltd, Cholamandalam Investment and Finance Co Ltd

As it is a elss (tax savings) mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities. The scheme shall offer tax benefits under Section 80C of the Income Tax Act. However, there can be no assurance that the investment objective of the scheme will be achieved. The Scheme does not assure or guarantee any returns.

Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. There is a lock in period for Groww ELSS Tax Saver Transfer of Inc Dist cum Cap Wdrl of 3 Years