Home>Mutual Funds>Tata Mutual Fund>Tata India Tax Savings Fund IDCW

Tata India Tax Savings Fund IDCW

Equity
ELSS
Very High Risk
3Y Lock Inlock
52.60%
1Y return
-0.51% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Sep 2021₹75.88
Min. SIP amountNA
Rating3star
Fund size₹2,887.97 Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns52.6%16.5%14.9%19.1%
Category average54.9%14.2%14.3%NA
Rank with in category241514NA
Understand termsinfo

Holdings (48)

NameSectorInstrumentAssets
FinancialEquity9.2%
TechnologyEquity8.3%
FinancialEquity6.2%
State Bank of India
FinancialEquity6.0%
EnergyEquity5.9%
FinancialEquity4.6%
FinancialEquity4.0%
CommunicationEquity3.1%
MetalsEquity2.4%
ConstructionEquity2.3%
See All

Pros and cons

info
Category: Equity ELSS
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Pros

3Y Returns are higher than the category average returns
10Y Returns are higher than the category average returns
Exit load is zero
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Cons

Higher expense ratio - 1.98%
5Y Returns are lower than the category average returns
1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.98%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Rupesh Patel
Apr 2015 - Present
View details
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Tejas Gutka
Mar 2021 - Present
View details
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Fund house & investment objective

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Fund house contact details

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