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Tata Mutual Fund

Tata India Tax Savings Fund Direct-Growth

NAV
returns change indicator
26.8749
as on 22 Jun 2021, 10:50 PM
0.0359(0.13%)
Last Change
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lockThis fund has a lock-in period of 3 years.

Scheme Ratings

4
starstarstarstarstar
rated by Morningstar
3
starstarstarstarstar
rated by Value Research
Videos: for Tata Mutual Fund
Tata India Tax Savings Fund

Schemes Managed By

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
23rd of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
142,477
star
148,738
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
48,738
Profit (absolute return)
48.74%
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
6.49%
In the last 6 months
19.43%
In the last 1 year
53.08%
In the last 3 years
48.74%
In the last 5 years
107.94%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

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

Scheme Information

Tata India Tax Savings Fund Direct-Growth
Tata India Tax Savings Fund Direct-Growth
as of 31 May 2021, 05:30 AM
2,705.09 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
0.77%
Expense Ratio
Plan
Growth
2.18%
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 May 2021
Sort By
Financial
37.01%
1,001.15 Cr
Technology
9.95%
269.16 Cr
Energy
8.69%
235.07 Cr
Automobile
7.49%
202.61 Cr
Healthcare
7.37%
199.36 Cr
Construction
6.77%
183.13 Cr
Cons Durable
5.20%
140.66 Cr
Engineering
3.65%
98.74 Cr
Communication
3.46%
93.60 Cr
Chemicals
3.28%
88.73 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 May 2021
Sort By
ICICI Bank Ltd.
10.05%
271.86 Cr
Infosys Ltd.
8.04%
217.49 Cr
HDFC Bank Ltd.
7.28%
196.93 Cr
Reliance Industries Ltd.
6.95%
188.00 Cr
State Bank of India
6.90%
186.65 Cr
Housing Development Finance Corpn. Ltd.
4.44%
120.11 Cr
Axis Bank Ltd.
4.30%
116.32 Cr
Bharti Airtel Ltd.
3.46%
93.60 Cr
Kotak Mahindra Bank Ltd.
2.27%
61.41 Cr
Voltas Ltd.
2.20%
59.51 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 manager Tejas Gutka. It has an AUM of ₹2,705.09 Crores and the latest NAV decalared is ₹26.875 as on 23 Jun 2021 at 11:29 am.
Tata India Tax Savings Fund Direct-Growth scheme return performance in last 1 year is 53.08%, in last 3 years is 48.74% and 168.75% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:2,705.09 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
65,172.93 Cr
AUM
99
Schemes
Address
Address
9th Floor, Mafatlal Centre,Nariman Point,400021
Phone Number
Phone Number
Phone : 1800-209-0101