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Tata ELSS Fund (IDCW) Equity - Tax Planning

INVEST

Plan: OPEN | Option: Dividend | Sailesh Jain

08 Jan 26 | 12:00 AM

102.62 -1.40 (-1.35%)

  • Underperforms

    1.44%

    Return (1Y)

    underperformed Nifty 500 TRI by -6.14%

  • More Volatile

    0.89%

    Standard Deviation (1Y)

    Higher Equity - Tax Planning by 0.04%

  • Not so consistent

    5/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year Tata ELSS Fund (IDCW), has beaten by -6.14% (CAGR difference)

1.44%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

09 Jan 2025

Risk

In last 1 year , the volatility of Tata ELSS Fund (IDCW) is Higher than by 0.04%

0.89%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% of the times It beaten its benchmark, Equity - Tax Planning

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition