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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.70 | 15.45 | 1.56 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 15.14 | 1.53 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 3 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Tata ELSS Tax Saver Fund | 30.79% | 19.18% | 17.28% |
Axis ELSS Tax Saver Fund | 25.88% | 9.27% | 17.81% |
SBI Long Term Equity Fund | 40.90% | 26.11% | 17.54% |
Mirae Asset ELSS Tax Saver Fund | 30.03% | 17.10% | 20.59% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
6.40 %
Holdings
5.87 %
Holdings
4.36 %
Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.
No.of Schemes
74
Total AUM
₹ 1,90,479.14 Cr.
Tejas Gutka
AUM: ₹8,556.62 Cr.
|
Exp: 14yrs
Sailesh Jain
AUM: ₹34,973.91 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
When Life Gives You Lemons - Tata India Tax Savings Fund (ELSS)
3 years ago•Tata Mutual Fund
Mutual Fund Review - Tata India Tax Savings Fund Direct Growth - Rupesh Patel | Tata Mutual Fund
4 years ago•Groww Mutual fund
Tata India Tax Savings Fund - Don't let your payslip burn
4 years ago•Tata Mutual Fund
Become Stingy For A Reason - Invest in ELSS
4 years ago•Tata Mutual Fund
Why go anywhere else if you are investing in ELSS
4 years ago•Tata Mutual Fund
Tata India Tax Saving Fund Overview by Fund Manager Rupesh Patel | Groww Fund Insight
5 years ago•Groww
Mutual Fund Review: Tata India Tax Savings Fund | ELSS 2018 Review | Best Tax Saving Mutual Funds
6 years ago•Yadnya Investment Academy
Invested period > 3 year
Gains are treated as long-term capital gains and taxed at 10%