Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.69 | 14.26 | 2.50 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.41 | 14.70 | 2.06 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 3 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
BSE 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 |
---|---|---|---|
WOC ELSS Tax Saver Fund | 44.96% | — | 32.51% |
Axis ELSS Tax Saver Fund | 34.00% | 8.51% | 18.26% |
SBI Long Term Equity Fund | 52.66% | 25.35% | 17.96% |
Mirae Asset ELSS Tax Saver Fund | 36.10% | 15.53% | 21.03% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
5.14 %
Holdings
4.56 %
Holdings
3.58 %
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
72
Total AUM
₹ 1,92,709.84 Cr.
Ramesh Mantri
AUM: ₹13,276.81 Cr.
|
Exp: 18yrs
Piyush Baranwal
AUM: ₹14,440.37 Cr.
|
Exp: 6yrs
Trupti Agrawal
AUM: ₹12,752.11 Cr.
|
Exp: 10yrs
Dheeresh Pathak
AUM: ₹13,794.66 Cr.
|
Exp: 16yrs
Manager Performance (0)
Gains are treated as long-term capital gains and taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
(unrealised)
Returns
Insufficient Data