Tata ELSS Tax Saver Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 32.91 | 17.33 | 15.49 | 13.55 |
Average Rolling Returns(%) | 15.79 | 14.05 | 12.38 | 14.11 |
The Current NAV of Tata ELSS Tax Saver Fund - Regular Plan - Growth is ₹38.91.
You should look for a fund with better more consistent performance track record. 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 - Regular Plan - Growth fund’s expense ratio is 1.84%
The process for redemption is
The AUM of Tata ELSS Tax Saver Fund - Regular Plan - Growth is currently ₹4,028 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 28% and 43% of fund’s portfolio respectively.
Top three sectors of Tata ELSS Tax Saver Fund - Regular Plan - Growth 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 - Regular Plan - Growth Fund is Equity - ELSS.
Tejas Gutka and Sailesh Jain manage the Tata ELSS Tax Saver Fund - Regular Plan - Growth Fund.
Tata ELSS Tax Saver Fund - Regular Plan - Growth current PE ratio is 33.75 and PB ratio is 4.81
The asset allocation of Tata ELSS Tax Saver Fund - Regular Plan - Growth is Stocks : 96.74%, Debt : 3.26% and Gold : 0%
The minimum SIP amount for Tata ELSS Tax Saver Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Tata ELSS Tax Saver Fund - Regular Plan - Growth is Nil