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Tata ELSS Tax Saver Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.70 | 15.34 | 1.48 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.42 | 15.08 | 1.48 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 3 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Equity Linked Savings Scheme (ELSS)
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.
Peers & Comparison
EquityEquity Linked Savings Scheme (ELSS)
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Tata ELSS Tax Saver Fund(IDCW) | 26.34% | 16.28% | 14.55% |
| Axis ELSS Tax Saver Fund(IDCW) | 15.68% | 2.43% | 13.73% |
| SBI Long Term Equity Fund(IDCW) | 39.44% | 18.08% | 10.09% |
| Mirae Asset ELSS Tax Saver Fund(IDCW) | 28.54% | 7.43% | 13.97% |
Price Comparison
Compare Tata ELSS Tax Saver Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.50 %
Holdings
6.40 %
0.50 % - ICICI Bank Ltd3M change : 0.40 %
Holdings
5.87 %
0.40 % - Infosys Ltd3M change : -0.23 %
Holdings
4.36 %
-0.23 %
AMC Profile
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
₹ 1,98,554.54 Cr.
Fund Manager Profile
Tejas Gutka
AUM: ₹8,508.68 Cr.
|
Exp: 14yrs
Sailesh Jain
AUM: ₹34,973.91 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
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%