3 Year return
18.5%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹4806.05 Cr.
Expense Ratio
0.69% (inclusive of GST)
Exit Load
Nil
Tax Implications
Withdrawal after 3 years:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Tata Mutual Fund Managers
TG
Tejas Gutka
Fund Manager since Aug 2022
Fund House Details
Tata Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
SBI Long Term Equity Fund |
26.13% |
5 |
Quant ELSS Tax Saver Fund |
24.06% |
3.5 |
Bank of India ELSS Tax Saver |
19.26% |
3 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Growth
About TATA India Tax Savings Fund Direct Plan Payout of IDCW Payout
TATA India Tax Savings Fund Direct Plan Payout of IDCW Payout is an open-ended equity linked tax saving scheme offered by Tata Mutual Fund. This fund invests in a mix of large-cap and mid-cap companies. The fund aims to generate returns that are higher than those of the benchmark index, the Nifty 500 TRI. The fund also aims to provide investors with regular income by distributing a portion of its net income to its investors on a monthly basis. The expense ratio of TATA India Tax Savings Fund Direct Plan Payout of IDCW Payout is lower than the category average. A lower expense ratio means that you keep more of your investment returns.
Investment Objectives of the Scheme
The investment objective of TATA India Tax Savings Fund Direct Plan Payout of IDCW Payout is to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments. The fund also aims to provide investors with regular income by distributing a portion of its net income to its investors on a monthly basis and tax savings. TATA India Tax Savings Fund Direct Plan Payout of IDCW Payout has the standard lock-in period of ELSS funds of 3 years.
Key Features of The Fund
5-year return | 22.07% |
Expense Ratio | 0.69% |
Fund Manager | Tejas Gutka |
Fund Size | ₹4806.05 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
TATA India Tax Savings Fund Direct Plan Payout of IDCW Payout is a good option for investors who are looking for a fund that has the potential for higher returns, but who are also looking for a tax saving option. However, it is important to remember that all investments carry some risk, and investors may lose money.
AMC Contact Details
Name | Tata Mutual Fund |
Launch Date | March 1994 |
Addresss | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
Contact | (022) 6282 7777 |
service@tataamc.com | |
Website | https://www.tatamutualfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of TATA ELSS Tax Saver Fund Direct Plan Payout of IDCW Payout?
What is the AUM of TATA ELSS Tax Saver Fund Direct Plan Payout of IDCW Payout?
What is the expense ratio of TATA ELSS Tax Saver Fund Direct Plan Payout of IDCW Payout?
What are the returns of TATA ELSS Tax Saver Fund Direct Plan Payout of IDCW Payout since inception?
What is the minimum SIP amount to invest in TATA ELSS Tax Saver Fund Direct Plan Payout of IDCW Payout?
How do I invest in TATA ELSS Tax Saver Fund Direct Plan Payout of IDCW Payout?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in TATA ELSS Tax Saver Fund Direct Plan Payout of IDCW Payout?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in TATA ELSS Tax Saver Fund Direct Plan Payout of IDCW Payout?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in TATA ELSS Tax Saver Fund Direct Plan Payout of IDCW Payout?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.