WOC ELSS Tax Saver Fund(G)-Direct Plan

Equity Linked Savings Scheme
1 Finance Score:49 /100
1 Finance Rank

This fund ranks 35th out of 40 funds in its category.

35
AUM 341 Cr
Expense Ratio0.65%

Strengths and Weaknesses

thub-like

Strong track record of delivering high risk-adjusted returns as measured by two distinct financial risk measures.

thub-like

Limiting losses during market downturns is a key feature of this fund's risk management strategy.

thub-like

The expense ratio for the fund is 0.65%, which is lower than the category average of 0.91%.

thub-dislike

Limited ability to outperform the benchmark.

Who should invest? 

Aiming to save income tax under section 80C while creating long-term wealth.

Who should avoid? 

Seeking open-ended funds without lock-in periods.

This analysis is updated as on March 2025.

Disclaimer

The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.

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Did you know?

Index-tax saver fund category is now open for investment, offering a valuable opportunity to attain tax benefits through index-based investments.
Mutual fund tax saver/ELSS funds have the shortest lock-in period of 3 years compared to other tax-saving products.
By investing in tax saver/ELSS funds, you can claim a tax rebate of up to Rs. 1.5 lakh under Section 80C in the old tax regime.
Tax saver funds provide the flexibility of both lump sum and SIP investment choices, catering to diverse preferences of investors.