Tata ELSS Fund Growth
What This Strategy Does
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Provides tax-efficient wealth creation through exposure to India's highest-quality growth companies. This approach captures the long-term compounding power of India's dynamic mid and small-cap segments while offering tax benefits under Section 80C of the Income Tax Act. The impact is the potential for outsized returns with lower volatility than pure small-cap investing, making it suitable for investors with the patience to navigate short-term fluctuations in pursuit of tax-advantaged wealth accumulation.
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Sailesh Jain
Lead Portfolio Manager
Mr. Sailesh Jain has experience of 19 years. Manages 46 funds at Tata Asset Management Pvt Ltd with an AUM of approximately ₹29,566 Cr Holds a M.B.A. degree.
CW Expert Take
Tata AMC reflects the group's values-based approach to business. Their investment process emphasizes ESG integration and governance quality alongside financial metrics. The fund house takes measured positions, avoiding excessive concentration while maintaining conviction in quality franchises across equity and credit portfolios.
19 years
Combined Team Experience
₹ 29,566 Cr
Assets Under Management
Firm Overview
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)