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WOC ELSS Tax Saver Fund

Growth
17.221.38% (+0.23)

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WOC ELSS Tax Saver Fund

Growth
EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 292 Cr
Very High RiskPrinciple investment will be at very high risk
17.221.38% (+0.23)

Price Chart

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Returns
0.00%
1M
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SIP
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1M
6M
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EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 292 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.6914.682.00
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4215.101.53

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth3 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
BSE 500 - TRI

About Equity Linked Savings Scheme (ELSS)

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

Peers & Comparison

Comparing 3 mutual funds from 
EquityEquity Linked Savings Scheme (ELSS)

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
WOC ELSS Tax Saver Fund36.96%—29.40%
Axis ELSS Tax Saver Fund25.72%8.31%17.73%
SBI Long Term Equity Fund41.95%24.44%17.41%
Mirae Asset ELSS Tax Saver Fund28.37%15.21%20.30%

Price Comparison

Compare WOC ELSS Tax Saver Fund with any MF, ETF, stock or index
Compare WOC ELSS Tax Saver Fund with any MF, ETF, stock or index
WOC ELSS Tax Saver Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
RightsCash & EquivalentsEquity0.17%3.76%96.07%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+37 moreSpecialized FinancePharmaceuticalsIT Services & ConsultingInvestment Banking & BrokeragePrivate Banks56.71 %5.17 %6.13 %9.55 %10.00 %12.45 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2418.37%19.40%14.63%12.93%11.81%12.45%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : -0.07 %

    Holdings

    5.28 %

    -0.07 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.71 %

    Holdings

    4.93 %

    0.71 %
  • ICICI Securities Ltd
    ISEC
    3M change : -0.71 %

    Holdings

    3.30 %

    -0.71 %

AMC Profile

Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.

  • No.of Schemes

    74

  • Total AUM

    ₹ 1,90,517.26 Cr.

Fund Manager Profile

Ramesh Mantri

AUM:  ₹13,615.55 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 18yrs

Piyush Baranwal

AUM:  ₹14,811.32 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 6yrs

Trupti Agrawal

AUM:  ₹12,984.99 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Dheeresh Pathak

AUM:  ₹14,122.90 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 16yrs

Manager Performance (0)

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Tax Implications

Invested period > 3 year

Gains are treated as long-term capital gains and taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-
Returns can't be withdrawn/realised during the lock-in period. Tax is only applicable on realised gains.

You make

(unrealised)

Opinions and Fund Reviews

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