Tata ELSS Tax Saver Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 36.21 | 20.76 | 18.11 | 16.14 |
Average Rolling Returns(%) | 17.60 | 15.62 | 13.96 | 15.57 |
The Current NAV of Tata ELSS Tax Saver Fund - Growth - Direct Plan is ₹42.60.
You can consider SIP in Tata ELSS Tax Saver Fund - Growth - Direct Plan as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 500 - TRI returns, as Funds portfolio is significantly different.
Tata ELSS Tax Saver Fund - Growth - Direct Plan fund’s expense ratio is 0.73%
The process for redemption is
The AUM of Tata ELSS Tax Saver Fund - Growth - Direct Plan is currently ₹4,197 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Reliance Industries and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 42% of fund’s portfolio respectively.
Top three sectors of Tata ELSS Tax Saver Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Auto accounting for 57% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - ELSS it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata ELSS Tax Saver Fund - Growth - Direct Plan Fund is Equity - ELSS.
Tejas Gutka and Sailesh Jain manage the Tata ELSS Tax Saver Fund - Growth - Direct Plan Fund.
Tata ELSS Tax Saver Fund - Growth - Direct Plan current PE ratio is 37.55 and PB ratio is 4.97
The asset allocation of Tata ELSS Tax Saver Fund - Growth - Direct Plan is Stocks : 97.14%, Debt : 2.86% and Gold : 0%
The minimum SIP amount for Tata ELSS Tax Saver Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Tata ELSS Tax Saver Fund - Growth - Direct Plan is Nil