Tata ELSS Fund - Regular Plan - IDCW Payout

Tata ELSS Fund - Regular Plan - IDCW Payout is a scheme launched by Tata Mutual Fund on September 02, 1996, and falls under the ELSS fund category. It currently manages an AUM of Rs 4,472.44 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 500. It charges an expense ratio of 1.82% for managing the portfolio.

• Investing Strategy:

  To provide medium to long term capital gains along with income tax relief to its unitholders while emphasizing the importance of capital appreciation.

• Performance:

  Tata ELSS Fund - Regular Plan - IDCW Payout trailing returns over different times are -6.5% (1 year), 10.75% (3 year) and 13.05% (5 year). The average annual return of this fund stands at -2.74%.