TG
Tejas GutkaFund Manager Since 9 Mar 2021
EquityELSS (Tax Savings)
Tata ELSS Tax Saver Fund Growth Direct Plan
3Y Annualised
16.52%
0.54% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.68%
0.54% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 6 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹4335.40 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Tax Pln Direct Plan Reinvst of Inc Dis cum Cap Wdrl
9.82%
2nd
Aditya Birla Sun Life Tax Pln Direct Plan Pyt of Inc Dis cum Cap Wdrl
9.82%
3rd
Aditya Birla Sun Life Tax Pln Direct Plan Growth
9.81%
4th
Aditya Birla Sun Life Tax Pln Reinvst of Inc Dis cum Cap Wdrl
9.78%
5th
Aditya Birla Sun Life Tax Pln Pyt of Inc Dis cum Cap Wdrl
9.78%
154th
Tata ELSS Tax Saver Fund Growth Direct Plan
3.68%
Fund Managers
About Tata ELSS Tax Saver Fund Growth Direct Plan
Tata ELSS Tax Saver Fund Growth Direct Plan is a Equity mutual fund scheme from Tata Asset Management Limited. This fund has been in existence for 10 years, having been launched on 2014-10-13. Tata ELSS Tax Saver Fund Growth Direct Plan has ₹4335.40 Cr worth of assets under management (AUM) as of Thu Apr 24 2025. The latest Net Asset Value (NAV) of Tata ELSS Tax Saver Fund Growth Direct Plan as of Thu Apr 24 2025 is ₹48.2282. The fund has an expense ratio of 0.61%, which is medium comparable to most other Equity funds.
Tata ELSS Tax Saver Fund Growth Direct Plan returns for the last 1 year are 11.40%. Since launch, it has delivered 16.15% average annual returns.
The Tata ELSS Tax Saver Fund Growth Direct Plan has the majority of its money invested in Financial Services, Technology, Energy, Communication Services, Utilities, Industrials sectors.
Top 5 Holdings of Tata ELSS Tax Saver Fund Growth Direct Plan.
- HDFC Bank Ltd: 7.27%
- ICICI Bank Ltd: 6.61%
- Infosys Ltd: 4.20%
- Reliance Industries Ltd: 3.97%
- State Bank of India: 3.87%
AMC Information
| Name | Tata Asset Management Limited |
|---|---|
| Founding Date | 2014-10-13 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata ELSS Tax Saver Fund Growth Direct Plan
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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Can I invest in SIP and a Lump Sum of Tata ELSS Tax Saver Fund Growth Direct Plan?
