Investment type
UTI-ELSS Tax Saver Fund - Direct (G) is a mutual fund under the Tax Saving Funds category, managed by UTI Mutual Fund. It was launched on 14 Nov 2002, and has been active for over 23 years. As of 30 Jun 2025 the fund manages assets worth ₹3,882 Crores. The expense ratio is 0.89%.
This fund generated returns of 0.29% in the last 1 year. Since its inception, it has provided an average annual return of 14.4%.
The fund's investments are mainly concentrated in sectors like Banks, IT-Software, Finance, Telecom-Services and Consumer Durables.
The top five holdings in this fund include prominent companies such as HDFC Bank, ICICI Bank, Infosys, Bharti Airtel and Reliance Industr.
An open-ended fund investing a minimum of 80% in equity and equity related instruments. It aims at enabling members to avail tax rebate under Section 88 of the IT Act and provide them with the benefits of growth.
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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