Investment type
Tata ELSS Fund - Direct (G) is a mutual fund under the Tax Saving Funds category, managed by Tata Mutual Fund. It was launched on 15 Mar 1994, and has been active for over 31 years. As of 31 Mar 2025 the fund manages assets worth ₹4,582 Crores. The expense ratio is 0.71%.
This fund generated returns of 3.93% in the last 1 year. Since its inception, it has provided an average annual return of 16.48%.
The fund's investments are mainly concentrated in sectors like Banks, Auto Components, IT-Software, Finance and Industrial Products.
The top five holdings in this fund include prominent companies such as HDFC Bank, ICICI Bank, Reliance Industr, Infosys and St Bk of India.
The investments objective of the scheme will be to provide medium to long term capital gains along with income tax/capital gains tax relief to its unitholders, while at all times emphasising the importance of capital appreciation
ELSS funds carry moderate to high risk due to their equity exposure, though they also offer tax benefits.
Yes, if you want tax savings and are willing to invest in equities with a three-year lock-in period.
The minimum is three years, but staying invested longer can help maximize returns.
No, ELSS funds have a mandatory lock-in period of three years.
Expense ratios for ELSS funds can vary from 1% to 2%, which is typical for actively managed funds.
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