Tata ELSS Tax Saver Fund (G) Mutual fund

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Tata ELSS Tax Saver Fund (G)

Q: How to Invest in Tata ELSS Tax Saver Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Tata ELSS Tax Saver Fund good?

The Tata ELSS Tax Saver Fund has an AUM of ₹4662.92 Cr as on 12/20/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.17%. The risk is Very High against the category average of 60.87.

Q: Is Tata ELSS Tax Saver Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Tata ELSS Tax Saver Fund?

There is no lock-in period applicable on Tata ELSS Tax Saver Fund.

Q: What is the expense ratio of Tata ELSS Tax Saver Fund?

The expense ratio of Tata ELSS Tax Saver Fund is 1.82%.

Equity

●

ELSS

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Fund Details

Current NAV

₹44.11

Expense Ratio

1.82%

Min SIP

₹500

Fund Size

₹4663Cr

Min Investment

₹500

Lock In

NA

Scheme Information Document

Exit load: Nil

Fund Performance

Alpha

1.01%

Beta

0.95

Sharpe Ratio

0.7808

Risk

13.27%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Tata ELSS Tax Saver Fund (G) FAQs

Q1. How to Invest in Tata ELSS Tax Saver Fund through Rupeezy?

Q2. Is Tata ELSS Tax Saver Fund good?

Q3. Is Tata ELSS Tax Saver Fund tax free?

Q4. What is the lock-in period of Tata ELSS Tax Saver Fund?

Q5. What is the expense ratio of Tata ELSS Tax Saver Fund?

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Astha Credit & Securities Pvt Ltd
NSE, BSE & MCX Sebi Reg No:
INZ000187932

For any grievance contact:
grievance@rupeezy.in
0755-4268599

Membership ID:
NSE - 12227 BSE-6844 MCX - 40000
NSDL-IN303420 CDSL-94500

For cyber attack incident reporting:
gyanesh@rupeezy.in
9669695615

CIN:
U65929MP2003PTC016241

SEBI RA Registration:
INH000013332

SEBI Depository Participant Reg No:
IN-DP-611-2021

AMFI Registration:
ARN-35911

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Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020
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Investment in the securities market is subject to market risks, read all the related documents carefully before investing.
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For commodities derivatives please note that Commodities Derivatives are highly leveraged instruments.
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Client Bank account Details:

Sr. No	Name of Bank Account	Bank Account Number	IFSC Code
1	ASTHA CREDIT AND SECURITIES P LTD - USCNBA A/c	00620340000150	HDFC0000062

*Investors are requested to note that Stock broker Astha Credit and Securities Private Limited is permitted to receive/pay money from/to investor through designated bank accounts only named as client bank accounts. Stock broker Astha Credit and Securities Private Limited is also required to disclose these client bank accounts to Stock Exchange. Hence, you are requested to use following client bank accounts only for the purpose of dealings in your trading account with us. The details of these client bank accounts are also displayed by Stock Exchanges on their website under “Know/ Locate your Stock Broker.

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