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Tata India Tax Savings Fund Direct Growth+0.35%

46.83%
1 Year Return
Equity
ELSS
3.0star
3Y Lock inlock
6M
1Y
3Y
5Y
All

Fund Details

Tata India Tax Savings Fund Direct Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio0.77%
NAV₹27.62 (23 Jul 2021)
Fund Started14 Oct 2014
Fund Size2,708 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
46.8%
15.7%
15.2%
16.1%
Category Average
54.9%
14.2%
14.3%
-
Rank Within Category
30
17
13
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 46.8% returns per annum

Comparison

Data not available
Pros
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
3. Exit load is zero
Cons
1. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity9.6%
Infosys Ltd.TechnologyEquity9.1%
HDFC Bank Ltd.FinancialEquity7.2%
State Bank of IndiaFinancialEquity6.8%
Reliance Industries Ltd.EnergyEquity5.8%
Housing Development Finance Corpn. Ltd.FinancialEquity4.3%
Axis Bank Ltd.FinancialEquity4.3%
Bharti Airtel Ltd.CommunicationEquity3.4%
Voltas Ltd.Consumer DurableEquity2.2%
Polycab India Ltd.EngineeringEquity2.2%
See All

Fund Managers

Tejas Gutka
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Tata India Tax Savings Fund Direct Growth Details

Tata India Tax Savings Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 14 Oct 2014. Rupesh Patel is the Current Fund Manager of Tata India Tax Savings Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,708 Cr and the Latest NAV as of 23 Jul 2021 is ₹27.62.

The Tata India Tax Savings Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.

Investment 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.

Tax Implications

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Scheme Information Document(SID)

₹500
Min for First Investment
₹500
Min for Second Investment
Nil
Exit Load

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About Tata Mutual Fund

Address
Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
Phone
022 6657 8282
Launch Date
30 Jun 1995
Website
NA
Tata Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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