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Tata ELSS - Tax Saver Fund

Tata ELSS - Tax Saver Fund

Equity: ELSS | Growth

5Y CAGR

+9.01%

Fund Size

₹4,426.54 Cr

Min. Investment

₹500

Score

56%

QUICK FUND SUMMARY

Tata ELSS - Tax Saver Fund Growth is an equity mutual fund managing assets worth ₹4,426.54 Cr. The current NAV is ₹44.68 as of Oct 15. It has delivered a 5-year CAGR of 9.01%. Investors can start with a minimum SIP amount of ₹500. The fund primarily holds Bharti Airtel Ltd., ICICI Bank Ltd., HDFC Bank Ltd., State Bank of India and Reliance Industries Ltd..

Make informed investment decisions using insights from CRISP (Consistency, Risk and Investment Style of the Portfolio) Rating.
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Tata ELSS - Tax Saver Fund Details

Fund Size

₹4,426.54 Cr

Type

Equity: ELSS

Minimum Investment

₹500

NAV (Oct 15)

₹44.68

Plan Type

Regular

Launch Date

13 Oct 2014

Lock in Period

3 years

Plan Option

Growth

Expense Ratio

1.93%

Tata ELSS - Tax Saver Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Tata ELSS - Tax Saver Fund Peer Comparison

Comparison of funds that belong to the same category, based on historical returns

Funds1Y Returns3Y CAGR5Y CAGR
Tata ELSS - Tax Saver Fund
Tata ELSS - Tax Saver Fund
-0.25%+10.07%+9.01%
SBI ELSS Tax Saver Fund
SBI ELSS Tax Saver Fund
-6.29%+11.89%+12.26%
Parag Parikh ELSS Tax Saver Fund
Parag Parikh ELSS Tax Saver Fund
-10.41%+7.17%+8.06%
HDFC ELSS - Tax Saver Fund
HDFC ELSS - Tax Saver Fund
-8.51%+11.34%+11.54%

Returns Calculator

Monthly Investment

₹

Time Period

Returns That Could Have Been Yours

3 years ago, had you invested:

₹3,600

You could have made a profit of:

₹589

Your Total Value could have reached:

₹4,189

Tata ELSS - Tax Saver Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Tata ELSS - Tax Saver Fund

Tata ELSS - Tax Saver Fund is a Growth Equity mutual fund managed by Tata Mutual Fund. It follows a High Value investment strategy. The fund is rated 56/100 on the CRISP scale.

The current NAV of Tata ELSS - Tax Saver Fund is ₹44.68 as of Oct 15.

You can invest in Tata ELSS - Tax Saver Fund directly on PhonePe Invest by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for Tata ELSS - Tax Saver Fund is ₹500.

The expense ratio of Tata ELSS - Tax Saver Fund is 1.93%.

Tata ELSS - Tax Saver Fund has a CRISP Score of 56/100, indicating Medium consistency, relative risk within the acceptable range, investment style High on Value factor. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.

Short-term capital gains (STCG) on Tata ELSS - Tax Saver Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.