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EQUITY•ELSS

TATA ELSS Fund

3 Year return

15.64%
NAV on December 12, 2025
52.3996
1D Returns
+0.19%
Launched on October 2014(11 years)

Investment Details

₹500
Minimum SIP Amount
₹500
Minimum one time investment
Lock-in period: 3.0000 years

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
28.22%₹1,016
Total Value ₹4,616

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹4,795.4 Cr.
Expense Ratio
0.72% (inclusive of GST)
Exit Load
Nil

Ratings

ARQ Rating
2

Ratings by other agencies

Value Research
3
Crisil
3
Morning Star
4

Tax Implications

Withdrawal after 3 years:
12.5% tax on gains above ₹1.25 lakh per financial year

Tata Mutual Fund Manager

SJ

Sailesh Jain

Fund Manager since Dec 2021

Fund House Details

Tata Mutual Fund

Tata Mutual Fund

Asset management company

AUM
₹2,17,939.09 Cr.
No. of Schemes
189
Setup Date
March 1994

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Quant ELSS Tax Saver Fund14.8138%
3.5
HDFC ELSS Tax Saver20.8708%
0
SBI ELSS Tax Saver Fund23.0124%
5

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

About TATA India Tax Savings Fund Growth Direct Plan

The Tata India Tax Savings Fund Growth Direct Plan is an open-ended fund marketed by Tata Mutual Fund. This is an equity-linked savings scheme that offers tax deductions under Section 80C of the Income Tax Act of 1961. As an ELSS investment scheme, it comes with a compulsory lock-in period of 3 years. The fund invests predominantly in a highly-diversified portfolio of equity and equity-related securities of large-cap, mid-cap, and small-cap companies.

Investment Objective of the Scheme

The objective of the fund is to generate medium to long-term capital appreciation from equity investments while offering tax benefits. It is suitable for investors with a minimum investment horizon of 3 years. The objective is to generate maximum profits from investing in companies of various sizes.

Key Features of The Fund

5-year return
18.3355%
Expense Ratio
0.72%
Fund Manager
Sailesh Jain
Fund Size
₹4795.4 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

This scheme is suitable for investors wanting to invest for a minimum period of 3 years and gain the additional benefit of income tax savings. Simultaneously, these investors should also be ready for the possibility of principal loss during the investment period. Make sure to evaluate your tax savings requirements and risk tolerance to understand the suitability of investing in the TATA India Tax Savings Fund Growth Direct Plan. You may also consult with a financial advisor before investing.

AMC Contact Details

NameTata Mutual Fund
Launch DateMarch 1994
AddressMulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra
Contact(022) 6282 7777
Emailservice@tataamc.com
Websitehttps://www.tatamutualfund.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Secure Your Retirement With SIPs

For many investors, a Systematic Investment Plan (SIP) is an excellent option when it comes to retirement planning. SIPs make disciplined investing possible by automating regular contributions, which add up to an impressive retirement fund over time. This strategy guarantees a stable retirement and mitigates market volatility. Take advantage of the mutual fund SIP calculator offered by Angel One to visualise how your investments can grow and assist in making informed decisions to achieve your retirement goals.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA ELSS Fund on December 12, 2025, is ₹52.3996
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA ELSS Fund, is ₹4795.4 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of TATA ELSS Fund is 0.72%
The TATA ELSS Fund was launched on October 13, 2014. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA ELSS Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,616 in 3Y at 15.6369% returns
SIP Date1st of every month

Your next SIP Payment will be on 12 January 2026

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