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Tata ELSS-Tax Saver Fund-Reg(G)

FAQ : Tata ELSS - Tax Saver Fund - Regular Plan - Growth

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(%) 2.49 10.35 10.09 11.66
Average Rolling Returns(%) 16.31 14.66 14.31 14.30

The Current NAV of Tata ELSS - Tax Saver Fund - Regular Plan - Growth is ₹43.66.

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 returns, as Funds portfolio is significantly different.

Tata ELSS - Tax Saver Fund - Regular Plan - Growth fund’s expense ratio is 1.61%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Tata ELSS - Tax Saver Fund - Regular Plan - Growth is currently ₹4,427 Crores.

The Top three stocks are Bharti Airtel, HDFC Bank and ICICI Bank and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 38% of fund’s portfolio respectively.

Top three sectors of Tata ELSS - Tax Saver Fund - Regular Plan - Growth fund are BFSI, Auto and Construction & Infrastructure accounting for 54% 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 - Tax Saver Fund 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 - Tax Saver Fund.

Sailesh Jain manages the Tata ELSS - Tax Saver Fund - Regular Plan - Growth Fund.

Tata ELSS - Tax Saver Fund - Regular Plan - Growth current PE ratio is 35.05 and PB ratio is 6.35

The asset allocation of Tata ELSS - Tax Saver Fund - Regular Plan - Growth is Stocks : 97.80%, Debt : 2.15% 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