| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.73% |
| NAV | ₹97.04 (25 Sep 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹2,075 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 13.8% |
| Infosys Ltd. | Technology | Equity | 8.8% |
| HDFC Bank Ltd. | Financial | Equity | 8.1% |
| ICICI Bank Ltd. | Financial | Equity | 7.8% |
| Bharti Airtel Ltd. | Communication | Equity | 5.7% |
| State Bank of India | Financial | Equity | 5.4% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.0% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 3.2% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.9% |
| Jubilant FoodWorks Ltd. | Services | Equity | 2.8% |
Tata India Tax Savings Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Rupesh Patel, Ennettee Fernandes is the Current Fund Manager of Tata India Tax Savings Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹2,075 Cr and the Latest NAV as of 25 Sep 2020 is ₹97.04.
The Tata India Tax Savings Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500.
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.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.