Tata ELSS Fund Direct growth

Equity • ELSS (Tax Savings) • Direct growth

Top rated fund from 229 ELSS (Tax Savings)
Top rated fund
Credit Rating
Tax benefits
80C tax exemptions

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

ELSS (Tax Savings)

Direct growth

Launched On
13 Oct 2014
11 years ago
Lock-in Period
3 years
NAV
as of 03 Oct 2025
₹50.84
+0.732% (0.40)
AUM
₹4,595 Cr
Expense ratio
0.72%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold anytime

0%

Distribution

Market capital

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

35.25%
Industrials

Industrials

14.99%
Consumer Cyclical

Consumer Cyclical

14.96%
Basic Materials

Basic Materials

7.61%
Technology

Technology

6.64%

Fund House

Tata

Tata

Inc: 25 Feb 1993 • Total AUM: ₹1,82,247 Cr • Rank #10
TATA Mutual Fund, started in 1994, has Tata Sons Limited & Tata Investment Corp. Ltd. as its sponsors. The fund house is headed by Prathit Bhobe as the CEO. As of 31 March 2024, it has an AUM of ₹1,46,687 Cr.

Fund Managers

Sailesh Jain

Experience: 6.90 yrs • Total AUM: 2,43,636 Cr

Rahul Singh

Experience: 10.07 yrs • Total AUM: 3,67,159 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.