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Tata Mutual Fund

Tata India Tax Savings Fund Direct-Growth

NAV
returns change indicator
20.2039
as on 15 Nov 2019, 08:45 PM
0.1468(0.73%)
Last Change
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lockThis fund has a lock-in period of 3 years.

Scheme Ratings

5
starstarstarstarstar
rated by Morningstar
5
starstarstarstarstar
rated by Value Research
Videos: for Tata Mutual Fund
Tata India Tax Savings Fund

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
19th of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
148,335
star
154,191
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
54,191
Profit (absolute return)
54.19%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
9.41%
In the last 6 months
9.87%
In the last 1 year
16.33%
In the last 3 years
54.19%
In the last 5 years
88.54%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

Tata India Tax Savings Fund Direct-Growth
Tata India Tax Savings Fund Direct-Growth
as of 15 Nov 2019, 08:45 PM
2,008.76 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
0.64%
Expense Ratio
Plan
Growth
1.61%
Cash Holding
Benchmark
S&P BSE Sensex Total Return Index
Scheme Document
Benchmark
S&P BSE Sensex Total Return Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Oct 2019
Sort By
Financial
44.53%
894.59 Cr
Energy
10.67%
214.26 Cr
Technology
9.12%
183.27 Cr
Construction
7.86%
157.85 Cr
FMCG
5.96%
119.73 Cr
Healthcare
5.08%
102.06 Cr
Cons Durable
4.62%
92.90 Cr
Services
4.52%
90.81 Cr
Engineering
3.01%
60.46 Cr
Communication
1.77%
35.55 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Oct 2019
Sort By
ICICI Bank Ltd.
9.58%
192.44 Cr
HDFC Bank Ltd.
8.20%
164.72 Cr
Infosys Ltd.
7.05%
141.62 Cr
Axis Bank Ltd.
5.35%
107.47 Cr
State Bank of India
5.29%
106.26 Cr
Reliance Industries Ltd.
5.07%
101.84 Cr
Kotak Mahindra Bank Ltd.
4.24%
85.17 Cr
Housing Development Finance Corpn. Ltd.
3.50%
70.31 Cr
Bajaj Finance Ltd.
3.16%
63.48 Cr
Tata Consultancy Services Ltd.
2.73%
54.84 Cr
View All
View All

About Tata India Tax Savings Fund Direct-Growth

Tata India Tax Savings Fund Direct-Growth is a Tax Saver mutual fund scheme from Tata Mutual Fund. This scheme was launched on 13 Oct 2014 and is currently managed by its fund managers Rupesh Patel and Ennettee Fernandes. It has an AUM of ₹2,008.76 Crores and the latest NAV decalared is ₹20.204 as on 15 Nov 2019 at 8:45 pm.
Tata India Tax Savings Fund Direct-Growth scheme return performance in last 1 year is 16.33%, in last 3 years is 54.19% and 102.04% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:2,008.76 Cr
Category:Equity: ELSS
Launch Date:13 Oct 2014
Fund Type:Open-End

Scheme Objective

The scheme seeks long-term capital growth. Investments in equity would be at least 80 per cent of the corpus, while allocation to debt and money market instruments can go up to 20 per cent.

About Fund Category

Having a statutory lock-in period of 3 years, ELSS Funds enable long term wealth accumulation along with the benefit of tax saving. Investing in ELSS Funds makes you eligible to claim a tax deduction of up to Rs 1.5 lakh under Section 80C of the Income Tax Act 1961.

AMC Information

Tata Mutual Fund
Tata Mutual Fund
View AMC Details
53,602.88 Cr
AUM
95
Schemes
Address
Address
9th Floor, Mafatlal Centre,Nariman Point,400021
Phone Number
Phone Number
Phone : 1800-209-0101