TickerKhojTata Mutual Fund · Equity · ELSS (Tax Saver) · Regular plan
Tata ELSS - Tax Saver Fund - Regular Plan - Growth
₹44.2698NAV on 2 Nov 2026Expense ratio 1.93%
3 Nov 2025NAV low 40.55 · high 48.14-3.2%
In plain words
Over 3 years it returned +10.9% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -18.9%.
On 3-year return it ranks 15 of 37 funds in ELSS (Tax Saver).
A monthly SIP over 10 years ended ₹1,72,994 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.2% | +1.9% |
| 3 months | -5.6% | -5.1% |
| 6 months | -1.5% | -3.2% |
| 1 year | -2.6% | -10.2% |
| 3 years (yearly) | +10.9% | +7.4% |
| 5 years (yearly) | +9.0% | +6.5% |
| 10 years (yearly) | +12.4% | +11.3% |
| Since start (yearly) | +13.2% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,143 | -4.3% |
| 3 years | ₹3,60,000 | ₹3,76,688 | +3.0% |
| 5 years | ₹6,00,000 | ₹7,43,185 | +8.5% |
| 10 years | ₹12,00,000 | ₹22,48,785 | +12.1% |
Other plan of this fund: Tata ELSS - Tax Saver Fund - Direct Plan - Growth