Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.69 | 14.30 | 2.51 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.41 | 14.68 | 2.09 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 3 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
BSE 500 - TRI |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
WOC ELSS Tax Saver Fund(IDCW) | 44.45% | — | 30.19% |
Axis ELSS Tax Saver Fund(IDCW) | 22.95% | 1.55% | 13.70% |
SBI Long Term Equity Fund(IDCW) | 52.41% | 16.12% | 10.01% |
Mirae Asset ELSS Tax Saver Fund(IDCW) | 35.47% | 5.05% | 13.66% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
5.14 %
Holdings
4.56 %
Holdings
3.58 %
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
72
Total AUM
₹ 1,92,108.93 Cr.
Ramesh Mantri
AUM: ₹13,276.81 Cr.
|
Exp: 18yrs
Piyush Baranwal
AUM: ₹14,367.18 Cr.
|
Exp: 6yrs
Trupti Agrawal
AUM: ₹12,678.92 Cr.
|
Exp: 10yrs
Dheeresh Pathak
AUM: ₹13,721.47 Cr.
|
Exp: 16yrs
Manager Performance (0)
Gains are treated as long-term capital gains and taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
(unrealised)
Returns
Insufficient Data